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SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN 401k Plan overview

Plan NameSPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN
Plan identification number 001

SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN has sponsored the creation of one or more 401k plans.

Company Name:SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN
Employer identification number (EIN):131834590
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01GLADYS RAMOS GLADYS RAMOS2018-08-06
0012016-01-01GLADYS RAMOS GLADYS RAMOS2017-07-20
0012015-01-01GLADYS RAMOS GLADYS RAMOS2016-07-08
0012014-01-01GLADYS RAMOS GLADYS RAMOS2015-10-13
0012013-01-01ASHA NANDLAL ASHA NANDLAL2014-05-19
0012012-01-01ASHA NANDLAL ASHA NANDLAL2013-05-13
0012011-01-01WINSOME MCFARLANE
0012010-01-01WINSOME MCFARLANE WINSOME MCFARLANE2011-10-11
0012009-01-01WINSOME MCFARLANE

Plan Statistics for SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN

401k plan membership statisitcs for SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN

Measure Date Value
2022: SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN 2022 401k membership
Total participants, beginning-of-year2022-01-0180
Total number of active participants reported on line 7a of the Form 55002022-01-0134
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0140
Total of all active and inactive participants2022-01-0175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0175
Number of participants with account balances2022-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN 2021 401k membership
Total participants, beginning-of-year2021-01-0183
Total number of active participants reported on line 7a of the Form 55002021-01-0136
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0143
Total of all active and inactive participants2021-01-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0180
Number of participants with account balances2021-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN 2020 401k membership
Total participants, beginning-of-year2020-01-0185
Total number of active participants reported on line 7a of the Form 55002020-01-0143
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0139
Total of all active and inactive participants2020-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0183
Number of participants with account balances2020-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN 2019 401k membership
Total participants, beginning-of-year2019-01-0186
Total number of active participants reported on line 7a of the Form 55002019-01-0145
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0139
Total of all active and inactive participants2019-01-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0185
Number of participants with account balances2019-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN 2018 401k membership
Total participants, beginning-of-year2018-01-0184
Total number of active participants reported on line 7a of the Form 55002018-01-0145
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0140
Total of all active and inactive participants2018-01-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0186
Number of participants with account balances2018-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN 2017 401k membership
Total participants, beginning-of-year2017-01-0169
Total number of active participants reported on line 7a of the Form 55002017-01-0145
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0139
Total of all active and inactive participants2017-01-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0184
Number of participants with account balances2017-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN 2016 401k membership
Total participants, beginning-of-year2016-01-0171
Total number of active participants reported on line 7a of the Form 55002016-01-0126
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0143
Total of all active and inactive participants2016-01-0169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0169
Number of participants with account balances2016-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN 2015 401k membership
Total participants, beginning-of-year2015-01-0172
Total number of active participants reported on line 7a of the Form 55002015-01-0136
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0135
Total of all active and inactive participants2015-01-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0171
Number of participants with account balances2015-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN 2014 401k membership
Total participants, beginning-of-year2014-01-0177
Total number of active participants reported on line 7a of the Form 55002014-01-0140
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0131
Total of all active and inactive participants2014-01-0172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0172
Number of participants with account balances2014-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN 2013 401k membership
Total participants, beginning-of-year2013-01-0177
Total number of active participants reported on line 7a of the Form 55002013-01-0139
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0131
Total of all active and inactive participants2013-01-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0171
Number of participants with account balances2013-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN 2012 401k membership
Total participants, beginning-of-year2012-01-0189
Total number of active participants reported on line 7a of the Form 55002012-01-0154
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0122
Total of all active and inactive participants2012-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0177
Number of participants with account balances2012-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN 2011 401k membership
Total participants, beginning-of-year2011-01-0195
Total number of active participants reported on line 7a of the Form 55002011-01-0160
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0129
Total of all active and inactive participants2011-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0189
Number of participants with account balances2011-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN 2010 401k membership
Total participants, beginning-of-year2010-01-0185
Total number of active participants reported on line 7a of the Form 55002010-01-0174
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0121
Total of all active and inactive participants2010-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0195
Number of participants with account balances2010-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN 2009 401k membership
Total participants, beginning-of-year2009-01-0187
Total number of active participants reported on line 7a of the Form 55002009-01-0163
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0121
Total of all active and inactive participants2009-01-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0185
Number of participants with account balances2009-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN

Measure Date Value
2022 : SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN 2022 401k financial data
Total income from all sources2022-12-31$-702,440
Expenses. Total of all expenses incurred2022-12-31$934,737
Benefits paid (including direct rollovers)2022-12-31$934,537
Total plan assets at end of year2022-12-31$3,661,758
Total plan assets at beginning of year2022-12-31$5,298,935
Value of fidelity bond covering the plan2022-12-31$400,000
Other income received2022-12-31$-863,393
Net income (gross income less expenses)2022-12-31$-1,637,177
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,661,758
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$5,298,935
Assets. Value of participant loans2022-12-31$12,642
Total contributions received or receivable from employer(s)2022-12-31$160,953
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$200
2021 : SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN 2021 401k financial data
Total income from all sources2021-12-31$828,933
Expenses. Total of all expenses incurred2021-12-31$562,499
Benefits paid (including direct rollovers)2021-12-31$565,263
Total plan assets at end of year2021-12-31$5,298,935
Total plan assets at beginning of year2021-12-31$5,032,501
Value of fidelity bond covering the plan2021-12-31$400,000
Other income received2021-12-31$617,323
Net income (gross income less expenses)2021-12-31$266,434
Net plan assets at end of year (total assets less liabilities)2021-12-31$5,298,935
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$5,032,501
Assets. Value of participant loans2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$211,610
Value of certain deemed distributions of participant loans2021-12-31$-2,764
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$163,920
Amount contributed by the employer to the plan for this plan year2021-12-31$163,920
2020 : SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total income from all sources2020-12-31$773,336
Expenses. Total of all expenses incurred2020-12-31$474,636
Benefits paid (including direct rollovers)2020-12-31$474,636
Total plan assets at end of year2020-12-31$5,032,501
Total plan assets at beginning of year2020-12-31$4,733,801
Value of fidelity bond covering the plan2020-12-31$400,000
Total contributions received or receivable from participants2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$682,667
Net income (gross income less expenses)2020-12-31$298,700
Net plan assets at end of year (total assets less liabilities)2020-12-31$5,032,501
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,733,801
Assets. Value of participant loans2020-12-31$0
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$90,669
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$179,164
Amount contributed by the employer to the plan for this plan year2020-12-31$179,164
2019 : SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN 2019 401k financial data
Total income from all sources2019-12-31$831,495
Expenses. Total of all expenses incurred2019-12-31$199,492
Benefits paid (including direct rollovers)2019-12-31$199,388
Total plan assets at end of year2019-12-31$4,733,801
Total plan assets at beginning of year2019-12-31$4,101,798
Value of fidelity bond covering the plan2019-12-31$400,000
Other income received2019-12-31$669,971
Net income (gross income less expenses)2019-12-31$632,003
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,733,801
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$4,101,798
Assets. Value of participant loans2019-12-31$867
Total contributions received or receivable from employer(s)2019-12-31$161,524
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$104
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$153,824
Amount contributed by the employer to the plan for this plan year2019-12-31$153,824
2018 : SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN 2018 401k financial data
Total income from all sources2018-12-31$139,100
Expenses. Total of all expenses incurred2018-12-31$205,694
Benefits paid (including direct rollovers)2018-12-31$204,577
Total plan assets at end of year2018-12-31$4,101,798
Total plan assets at beginning of year2018-12-31$4,168,392
Value of fidelity bond covering the plan2018-12-31$400,000
Other income received2018-12-31$-34,263
Net income (gross income less expenses)2018-12-31$-66,594
Net plan assets at end of year (total assets less liabilities)2018-12-31$4,101,798
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,168,392
Assets. Value of participant loans2018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$173,363
Value of certain deemed distributions of participant loans2018-12-31$1,013
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$104
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$172,385
Amount contributed by the employer to the plan for this plan year2018-12-31$172,385
2017 : SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN 2017 401k financial data
Total income from all sources2017-12-31$705,709
Expenses. Total of all expenses incurred2017-12-31$73,670
Benefits paid (including direct rollovers)2017-12-31$66,954
Total plan assets at end of year2017-12-31$4,168,392
Total plan assets at beginning of year2017-12-31$3,536,353
Value of fidelity bond covering the plan2017-12-31$400,000
Other income received2017-12-31$555,836
Net income (gross income less expenses)2017-12-31$632,039
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,168,392
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,536,353
Assets. Value of participant loans2017-12-31$4,146
Total contributions received or receivable from employer(s)2017-12-31$149,873
Value of certain deemed distributions of participant loans2017-12-31$6,585
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$131
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$160,732
Amount contributed by the employer to the plan for this plan year2017-12-31$160,732
2016 : SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN 2016 401k financial data
Total income from all sources2016-12-31$283,390
Expenses. Total of all expenses incurred2016-12-31$276,597
Benefits paid (including direct rollovers)2016-12-31$273,326
Total plan assets at end of year2016-12-31$3,536,353
Total plan assets at beginning of year2016-12-31$3,529,560
Value of fidelity bond covering the plan2016-12-31$400,000
Other income received2016-12-31$107,774
Net income (gross income less expenses)2016-12-31$6,793
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,536,353
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,529,560
Assets. Value of participant loans2016-12-31$9,384
Total contributions received or receivable from employer(s)2016-12-31$175,616
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$3,271
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$129,689
Amount contributed by the employer to the plan for this plan year2016-12-31$129,689
2015 : SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN 2015 401k financial data
Total income from all sources2015-12-31$254,925
Expenses. Total of all expenses incurred2015-12-31$146,351
Benefits paid (including direct rollovers)2015-12-31$140,269
Total plan assets at end of year2015-12-31$3,529,560
Total plan assets at beginning of year2015-12-31$3,420,986
Value of fidelity bond covering the plan2015-12-31$400,000
Other income received2015-12-31$154,603
Net income (gross income less expenses)2015-12-31$108,574
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,529,560
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,420,986
Assets. Value of participant loans2015-12-31$4,032
Total contributions received or receivable from employer(s)2015-12-31$100,322
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$6,082
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$126,270
Amount contributed by the employer to the plan for this plan year2015-12-31$126,270
2014 : SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN 2014 401k financial data
Total income from all sources2014-12-31$287,232
Expenses. Total of all expenses incurred2014-12-31$356,671
Benefits paid (including direct rollovers)2014-12-31$346,910
Total plan assets at end of year2014-12-31$3,420,986
Total plan assets at beginning of year2014-12-31$3,490,425
Value of fidelity bond covering the plan2014-12-31$400,000
Contributions received from other sources (not participants or employers)2014-12-31$1,000
Other income received2014-12-31$222,564
Net income (gross income less expenses)2014-12-31$-69,439
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,420,986
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,490,425
Assets. Value of participant loans2014-12-31$6,608
Total contributions received or receivable from employer(s)2014-12-31$63,668
Value of certain deemed distributions of participant loans2014-12-31$2,910
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$6,851
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$113,300
Amount contributed by the employer to the plan for this plan year2014-12-31$113,300
2013 : SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN 2013 401k financial data
Total income from all sources2013-12-31$702,449
Expenses. Total of all expenses incurred2013-12-31$314,595
Benefits paid (including direct rollovers)2013-12-31$307,808
Total plan assets at end of year2013-12-31$3,490,425
Total plan assets at beginning of year2013-12-31$3,102,571
Value of fidelity bond covering the plan2013-12-31$400,000
Other income received2013-12-31$635,048
Net income (gross income less expenses)2013-12-31$387,854
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,490,425
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,102,571
Assets. Value of participant loans2013-12-31$9,594
Total contributions received or receivable from employer(s)2013-12-31$67,401
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$6,787
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$67,401
Amount contributed by the employer to the plan for this plan year2013-12-31$67,401
2012 : SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN 2012 401k financial data
Total income from all sources2012-12-31$481,653
Expenses. Total of all expenses incurred2012-12-31$897,841
Benefits paid (including direct rollovers)2012-12-31$891,193
Total plan assets at end of year2012-12-31$3,102,571
Total plan assets at beginning of year2012-12-31$3,518,759
Value of fidelity bond covering the plan2012-12-31$400,000
Total contributions received or receivable from participants2012-12-31$7,454
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$305,703
Net income (gross income less expenses)2012-12-31$-416,188
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,102,571
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,518,759
Assets. Value of participant loans2012-12-31$6,442
Total contributions received or receivable from employer(s)2012-12-31$168,496
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$6,648
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$120,380
Amount contributed by the employer to the plan for this plan year2012-12-31$120,380
2011 : SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN 2011 401k financial data
Total income from all sources2011-12-31$99,834
Expenses. Total of all expenses incurred2011-12-31$558,886
Benefits paid (including direct rollovers)2011-12-31$550,813
Total plan assets at end of year2011-12-31$3,518,759
Total plan assets at beginning of year2011-12-31$3,977,811
Value of fidelity bond covering the plan2011-12-31$400,000
Total contributions received or receivable from participants2011-12-31$18,660
Other income received2011-12-31$-39,426
Net income (gross income less expenses)2011-12-31$-459,052
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,518,759
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,977,811
Assets. Value of participant loans2011-12-31$10,970
Total contributions received or receivable from employer(s)2011-12-31$120,600
Value of certain deemed distributions of participant loans2011-12-31$413
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$7,660
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$220,660
Amount contributed by the employer to the plan for this plan year2011-12-31$220,660
2010 : SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN 2010 401k financial data
Total income from all sources2010-12-31$528,289
Expenses. Total of all expenses incurred2010-12-31$11,058
Benefits paid (including direct rollovers)2010-12-31$698
Total plan assets at end of year2010-12-31$3,977,811
Total plan assets at beginning of year2010-12-31$3,460,580
Value of fidelity bond covering the plan2010-12-31$400,000
Total contributions received or receivable from participants2010-12-31$5,217
Other income received2010-12-31$312,383
Net income (gross income less expenses)2010-12-31$517,231
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,977,811
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,460,580
Assets. Value of participant loans2010-12-31$16,093
Total contributions received or receivable from employer(s)2010-12-31$210,689
Value of certain deemed distributions of participant loans2010-12-31$2,302
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$8,058
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$220,600
Amount contributed by the employer to the plan for this plan year2010-12-31$220,600
2009 : SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$210,688
Amount contributed by the employer to the plan for this plan year2009-12-31$210,688

Form 5500 Responses for SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN

2022: SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number004479
Policy instance 1
Insurance contract or identification number004479
Number of Individuals Covered75
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number006127
Policy instance 1
Insurance contract or identification number006127
Number of Individuals Covered80
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number006127
Policy instance 1
Insurance contract or identification number006127
Number of Individuals Covered83
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number006127
Policy instance 1
Insurance contract or identification number006127
Number of Individuals Covered85
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number006127
Policy instance 1
Insurance contract or identification number006127
Number of Individuals Covered86
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number006127
Policy instance 1
Insurance contract or identification number006127
Number of Individuals Covered84
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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