Logo

ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN 401k Plan overview

Plan NameECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN
Plan identification number 001

ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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.

401k Sponsoring company profile

ECONOMIC OPPORTUNITY PROGRAM, INC. has sponsored the creation of one or more 401k plans.

Company Name:ECONOMIC OPPORTUNITY PROGRAM, INC.
Employer identification number (EIN):160906941
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about ECONOMIC OPPORTUNITY PROGRAM, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1965-02-16
Company Identification Number: 184494
Legal Registered Office Address: 650 BALDWIN STREET
Chemung
ELMIRA
United States of America (USA)
14901

More information about ECONOMIC OPPORTUNITY PROGRAM, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ANTHONY PERSAUD2023-10-03 ANTHONY PERSAUD2023-10-03
0012021-01-01ANTHONY PERSAUD2022-10-16 ANTHONY PERSAUD2022-10-16
0012020-01-01ANTHONY PERSAUD2021-10-14
0012019-01-01ANDREA OGUNWUMI2020-10-08
0012018-01-01ANDREA OGUNWUMI2019-10-07
0012017-01-01
0012016-01-01
0012015-01-01LAURA K. HARTNETT, ERPA
0012014-01-01ANDREA J. OGUNWUMI
0012013-01-01
0012012-01-01ANDREA J OGUNWUMI
0012011-01-01RYAN TOTH
0012009-01-01ANDREA OGUNWUMI

Plan Statistics for ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN

401k plan membership statisitcs for ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN

Measure Date Value
2022: ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01241
Total number of active participants reported on line 7a of the Form 55002022-01-01119
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-01111
Total of all active and inactive participants2022-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01234
Number of participants with account balances2022-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01158
Total number of active participants reported on line 7a of the Form 55002021-01-01120
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0122
Total of all active and inactive participants2021-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01146
Number of participants with account balances2021-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01165
Total number of active participants reported on line 7a of the Form 55002020-01-01132
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-0123
Total of all active and inactive participants2020-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01159
Number of participants with account balances2020-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01274
Total number of active participants reported on line 7a of the Form 55002019-01-01148
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-01117
Total of all active and inactive participants2019-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01270
Number of participants with account balances2019-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01266
Total number of active participants reported on line 7a of the Form 55002018-01-01149
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-01100
Total of all active and inactive participants2018-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01257
Number of participants with account balances2018-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01288
Total number of active participants reported on line 7a of the Form 55002017-01-01163
Number of retired or separated participants receiving benefits2017-01-019
Number of other retired or separated participants entitled to future benefits2017-01-01124
Total of all active and inactive participants2017-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01297
Number of participants with account balances2017-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01306
Total number of active participants reported on line 7a of the Form 55002016-01-01164
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01124
Total of all active and inactive participants2016-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01290
Number of participants with account balances2016-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01332
Total number of active participants reported on line 7a of the Form 55002015-01-01166
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-01134
Total of all active and inactive participants2015-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01304
Number of participants with account balances2015-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01343
Total number of active participants reported on line 7a of the Form 55002014-01-01316
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01339
Number of participants with account balances2014-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01341
Total number of active participants reported on line 7a of the Form 55002013-01-01315
Number of retired or separated participants receiving benefits2013-01-018
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01339
Number of participants with account balances2013-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01248
Total number of active participants reported on line 7a of the Form 55002012-01-01310
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0129
Total of all active and inactive participants2012-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01342
Number of participants with account balances2012-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01258
Total number of active participants reported on line 7a of the Form 55002011-01-01248
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01249
Number of participants with account balances2011-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01243
Total number of active participants reported on line 7a of the Form 55002009-01-01259
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01259
Number of participants with account balances2009-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN

Measure Date Value
2022 : ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,843
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$701
Total income from all sources (including contributions)2022-12-31$-294,347
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$233,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$211,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$332,459
Value of total assets at end of year2022-12-31$3,624,287
Value of total assets at beginning of year2022-12-31$4,151,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$22,615
Total interest from all sources2022-12-31$18,335
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$64,909
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$64,909
Administrative expenses professional fees incurred2022-12-31$20,830
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$416,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$112,763
Participant contributions at end of year2022-12-31$35,529
Participant contributions at beginning of year2022-12-31$76,101
Participant contributions at end of year2022-12-31$4,017
Participant contributions at beginning of year2022-12-31$4,100
Assets. Other investments not covered elsewhere at end of year2022-12-31$499,484
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$749,157
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$91,974
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$1,843
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$701
Total non interest bearing cash at end of year2022-12-31$2,226
Total non interest bearing cash at beginning of year2022-12-31$1,082
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-528,312
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,622,444
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,150,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,519,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,787,282
Interest on participant loans2022-12-31$3,153
Interest earned on other investments2022-12-31$15,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$151
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$151
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$557,989
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$528,529
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-710,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$127,722
Employer contributions (assets) at end of year2022-12-31$5,433
Employer contributions (assets) at beginning of year2022-12-31$5,055
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$211,350
Contract administrator fees2022-12-31$1,785
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31INSERO & CO. CPAS, LLP
Accountancy firm EIN2022-12-31475324570
2021 : ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$701
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,690
Total income from all sources (including contributions)2021-12-31$692,955
Total loss/gain on sale of assets2021-12-31$41,528
Total of all expenses incurred2021-12-31$321,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$298,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$221,242
Value of total assets at end of year2021-12-31$4,151,457
Value of total assets at beginning of year2021-12-31$3,780,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$23,025
Total interest from all sources2021-12-31$4,654
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$115,368
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$115,368
Administrative expenses professional fees incurred2021-12-31$23,025
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$380,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$104,001
Participant contributions at end of year2021-12-31$76,101
Participant contributions at beginning of year2021-12-31$86,456
Participant contributions at end of year2021-12-31$4,100
Participant contributions at beginning of year2021-12-31$4,419
Assets. Other investments not covered elsewhere at end of year2021-12-31$749,157
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$682,598
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$701
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$1,690
Other income not declared elsewhere2021-12-31$15,970
Total non interest bearing cash at end of year2021-12-31$1,082
Total non interest bearing cash at beginning of year2021-12-31$1,690
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$371,541
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,150,756
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,779,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,787,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,414,649
Interest on participant loans2021-12-31$4,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$151
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$50,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$50,078
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$528,529
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$536,732
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$294,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$117,241
Employer contributions (assets) at end of year2021-12-31$5,055
Employer contributions (assets) at beginning of year2021-12-31$4,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$298,389
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$41,528
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31INSERO & CO. CPAS, LLP
Accountancy firm EIN2021-12-31475324570
2020 : ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,690
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,174
Total income from all sources (including contributions)2020-12-31$696,250
Total loss/gain on sale of assets2020-12-31$-34,129
Total of all expenses incurred2020-12-31$317,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$297,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$238,724
Value of total assets at end of year2020-12-31$3,780,905
Value of total assets at beginning of year2020-12-31$3,403,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$20,283
Total interest from all sources2020-12-31$5,888
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$199,562
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$199,562
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$380,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$125,769
Participant contributions at end of year2020-12-31$86,456
Participant contributions at beginning of year2020-12-31$108,640
Participant contributions at end of year2020-12-31$4,419
Assets. Other investments not covered elsewhere at end of year2020-12-31$682,598
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$617,981
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$1,690
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$3,174
Total non interest bearing cash at end of year2020-12-31$1,690
Total non interest bearing cash at beginning of year2020-12-31$3,174
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$378,868
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,779,215
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,400,347
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$18,194
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,414,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,079,042
Interest on participant loans2020-12-31$5,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$50,078
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$55,569
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$55,569
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$428
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$536,732
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$539,115
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$286,205
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$112,955
Employer contributions (assets) at end of year2020-12-31$4,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$297,099
Contract administrator fees2020-12-31$2,089
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$-34,129
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31INSERO & CO. CPAS, LLP
Accountancy firm EIN2020-12-31475324570
2019 : ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,174
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,174
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$27,882
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$27,882
Total income from all sources (including contributions)2019-12-31$703,568
Total income from all sources (including contributions)2019-12-31$703,568
Total loss/gain on sale of assets2019-12-31$145,232
Total loss/gain on sale of assets2019-12-31$145,232
Total of all expenses incurred2019-12-31$169,959
Total of all expenses incurred2019-12-31$169,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$151,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$151,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$188,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$188,833
Value of total assets at end of year2019-12-31$3,403,521
Value of total assets at end of year2019-12-31$3,403,521
Value of total assets at beginning of year2019-12-31$2,894,620
Value of total assets at beginning of year2019-12-31$2,894,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$18,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$18,749
Total interest from all sources2019-12-31$6,228
Total interest from all sources2019-12-31$6,228
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$68,399
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$68,399
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$68,399
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$68,399
Administrative expenses professional fees incurred2019-12-31$16,138
Administrative expenses professional fees incurred2019-12-31$16,138
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$300,000
Value of fidelity bond cover2019-12-31$300,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$93,804
Contributions received from participants2019-12-31$93,804
Participant contributions at end of year2019-12-31$108,640
Participant contributions at end of year2019-12-31$108,640
Participant contributions at beginning of year2019-12-31$101,034
Participant contributions at beginning of year2019-12-31$101,034
Assets. Other investments not covered elsewhere at end of year2019-12-31$617,981
Assets. Other investments not covered elsewhere at end of year2019-12-31$617,981
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$3,174
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$27,882
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$27,882
Other income not declared elsewhere2019-12-31$16,297
Other income not declared elsewhere2019-12-31$16,297
Administrative expenses (other) incurred2019-12-31$524
Administrative expenses (other) incurred2019-12-31$524
Total non interest bearing cash at end of year2019-12-31$3,174
Total non interest bearing cash at end of year2019-12-31$3,174
Total non interest bearing cash at beginning of year2019-12-31$27,882
Total non interest bearing cash at beginning of year2019-12-31$27,882
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$533,609
Value of net income/loss2019-12-31$533,609
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,400,347
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,400,347
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,866,738
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,866,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,079,042
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,079,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,204,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,204,563
Interest on participant loans2019-12-31$5,504
Interest on participant loans2019-12-31$5,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$55,569
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$55,569
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$10,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$10,120
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$10,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$10,120
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$724
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$539,115
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$539,115
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$551,021
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$551,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$278,579
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$278,579
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$95,029
Contributions received in cash from employer2019-12-31$95,029
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$151,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$151,210
Contract administrator fees2019-12-31$2,087
Contract administrator fees2019-12-31$2,087
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$145,232
Aggregate proceeds on sale of assets2019-12-31$145,232
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31INSERO & CO. CPAS, LLP
Accountancy firm name2019-12-31INSERO & CO. CPAS, LLP
Accountancy firm EIN2019-12-31475324570
Accountancy firm EIN2019-12-31475324570
2018 : ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-202,367
Total unrealized appreciation/depreciation of assets2018-12-31$-202,367
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$27,882
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$13,800
Total income from all sources (including contributions)2018-12-31$86,197
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$288,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$267,477
Expenses. Certain deemed distributions of participant loans2018-12-31$3,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$187,712
Value of total assets at end of year2018-12-31$2,894,620
Value of total assets at beginning of year2018-12-31$3,083,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$18,299
Total interest from all sources2018-12-31$3,874
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$96,978
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$96,978
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$300,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$65,692
Participant contributions at end of year2018-12-31$101,034
Participant contributions at beginning of year2018-12-31$64,888
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$40,074
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$27,882
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$13,800
Total non interest bearing cash at end of year2018-12-31$27,882
Total non interest bearing cash at beginning of year2018-12-31$13,802
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-202,687
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,866,738
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,069,425
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$18,299
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,204,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,446,822
Interest on participant loans2018-12-31$3,874
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$10,120
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$13,009
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$13,009
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$551,021
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$543,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$81,946
Employer contributions (assets) at beginning of year2018-12-31$1,572
Income. Dividends from preferred stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$267,477
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31INSERO & CO. CPAS, LLP
Accountancy firm EIN2018-12-31475324570
2017 : ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$266,328
Total unrealized appreciation/depreciation of assets2017-12-31$266,328
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$13,800
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$11,443
Total income from all sources (including contributions)2017-12-31$521,858
Total loss/gain on sale of assets2017-12-31$27,190
Total of all expenses incurred2017-12-31$324,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$304,999
Expenses. Certain deemed distributions of participant loans2017-12-31$2,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$135,784
Value of total assets at end of year2017-12-31$3,083,225
Value of total assets at beginning of year2017-12-31$2,883,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$17,180
Total interest from all sources2017-12-31$2,931
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$89,625
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$89,625
Administrative expenses professional fees incurred2017-12-31$17,180
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$300,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$53,319
Participant contributions at end of year2017-12-31$64,888
Participant contributions at beginning of year2017-12-31$49,611
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$13,800
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$11,443
Total non interest bearing cash at end of year2017-12-31$13,802
Total non interest bearing cash at beginning of year2017-12-31$11,443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$197,147
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,069,425
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,872,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,446,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,269,019
Interest on participant loans2017-12-31$2,757
Interest earned on other investments2017-12-31$84
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$13,009
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$11,339
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$11,339
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$90
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$543,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$542,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$82,465
Employer contributions (assets) at end of year2017-12-31$1,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$304,999
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$27,190
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31INSERO & CO. CPAS, LLP
Accountancy firm EIN2017-12-31475324570
2016 : ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$11,443
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$24,059
Total income from all sources (including contributions)2016-12-31$321,082
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$273,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$256,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$144,806
Value of total assets at end of year2016-12-31$2,883,721
Value of total assets at beginning of year2016-12-31$2,848,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$17,153
Total interest from all sources2016-12-31$18,430
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$42,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$42,747
Administrative expenses professional fees incurred2016-12-31$14,889
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$53,491
Participant contributions at end of year2016-12-31$49,611
Participant contributions at beginning of year2016-12-31$64,611
Participant contributions at beginning of year2016-12-31$2,240
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,238
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$11,443
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$24,059
Total non interest bearing cash at end of year2016-12-31$11,443
Total non interest bearing cash at beginning of year2016-12-31$24,139
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$47,517
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,872,278
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,824,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,269,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,184,256
Interest on participant loans2016-12-31$2,345
Interest earned on other investments2016-12-31$16,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$11,339
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$9,089
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$9,089
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$11
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$542,309
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$561,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$115,099
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$86,077
Employer contributions (assets) at beginning of year2016-12-31$3,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$256,412
Contract administrator fees2016-12-31$2,264
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31INSERO & CO. CPAS, LLP
Accountancy firm EIN2016-12-31475324570
2015 : ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$24,059
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$19,405
Total income from all sources (including contributions)2015-12-31$181,669
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$345,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$321,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$165,448
Value of total assets at end of year2015-12-31$2,848,820
Value of total assets at beginning of year2015-12-31$3,007,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$23,852
Total interest from all sources2015-12-31$2,103
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$87,937
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$87,937
Administrative expenses professional fees incurred2015-12-31$21,014
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$260,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$67,952
Participant contributions at end of year2015-12-31$64,611
Participant contributions at beginning of year2015-12-31$69,619
Participant contributions at end of year2015-12-31$2,240
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$24,059
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$19,405
Total non interest bearing cash at end of year2015-12-31$24,139
Total non interest bearing cash at beginning of year2015-12-31$19,405
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-163,381
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,824,761
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,988,142
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,184,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,322,967
Interest on participant loans2015-12-31$2,103
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$9,089
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$6,878
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$6,878
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$561,003
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$588,678
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-73,819
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$97,496
Employer contributions (assets) at end of year2015-12-31$3,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$321,198
Contract administrator fees2015-12-31$2,838
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31INSERO & CO. CPAS, LLP
Accountancy firm EIN2015-12-31475324570
2014 : ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$19,405
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$334,865
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$209,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$192,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$163,343
Value of total assets at end of year2014-12-31$3,007,547
Value of total assets at beginning of year2014-12-31$2,862,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$16,597
Total interest from all sources2014-12-31$2,389
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$75,983
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$75,983
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$260,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$65,430
Participant contributions at end of year2014-12-31$69,619
Participant contributions at beginning of year2014-12-31$61,261
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,282
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$19,405
Total non interest bearing cash at end of year2014-12-31$19,405
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$125,351
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,988,142
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,862,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,322,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,195,937
Interest on participant loans2014-12-31$2,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$6,878
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$4,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$4,430
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$588,678
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$598,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$93,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$97,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$192,917
Contract administrator fees2014-12-31$16,597
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31INSERO & C OMPANY CPAS, PC
Accountancy firm EIN2014-12-31161016457
2013 : ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$27,487
Total income from all sources (including contributions)2013-12-31$551,802
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$178,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$158,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$201,821
Value of total assets at end of year2013-12-31$2,862,791
Value of total assets at beginning of year2013-12-31$2,516,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$19,761
Total interest from all sources2013-12-31$21,679
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$31,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$31,708
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$250,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$73,577
Participant contributions at end of year2013-12-31$61,261
Participant contributions at beginning of year2013-12-31$47,925
Participant contributions at beginning of year2013-12-31$3,229
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$20,284
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,282
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$27,487
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$373,364
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,862,791
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,489,427
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,195,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,791,802
Interest on participant loans2013-12-31$2,158
Interest earned on other investments2013-12-31$19,521
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$4,430
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,618
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,618
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$598,881
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$640,199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$296,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$107,960
Employer contributions (assets) at beginning of year2013-12-31$32,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$158,677
Contract administrator fees2013-12-31$19,761
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31INSERO & COMPANY CPAS, PC
Accountancy firm EIN2013-12-31161016457
2012 : ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$27,487
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$414,524
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$237,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$218,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$225,859
Value of total assets at end of year2012-12-31$2,516,914
Value of total assets at beginning of year2012-12-31$2,311,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$18,877
Total interest from all sources2012-12-31$28,108
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$32,890
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$32,890
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$84,540
Participant contributions at end of year2012-12-31$47,925
Participant contributions at beginning of year2012-12-31$42,995
Participant contributions at end of year2012-12-31$3,229
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$27,487
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$177,443
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,489,427
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,311,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,791,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,213,332
Interest on participant loans2012-12-31$2,667
Interest earned on other investments2012-12-31$25,441
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,618
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$640,199
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,055,657
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$127,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$141,319
Employer contributions (assets) at end of year2012-12-31$32,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$218,204
Contract administrator fees2012-12-31$18,877
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31INSERO & COMPANY CPAS, PC
Accountancy firm EIN2012-12-31161016457
2011 : ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$97,417
Total of all expenses incurred2011-12-31$197,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$190,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$155,092
Value of total assets at end of year2011-12-31$2,311,984
Value of total assets at beginning of year2011-12-31$2,412,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,719
Total interest from all sources2011-12-31$30,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$400,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$68,490
Participant contributions at end of year2011-12-31$42,995
Participant contributions at beginning of year2011-12-31$45,621
Administrative expenses (other) incurred2011-12-31$831
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-100,280
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,311,984
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,412,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,213,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,441,152
Interest on participant loans2011-12-31$1,942
Interest earned on other investments2011-12-31$28,597
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,055,657
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$925,491
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-88,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$86,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$190,978
Contract administrator fees2011-12-31$5,888
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31INSERO & COMPANY CPAS, PC
Accountancy firm EIN2011-12-31161016457
2010 : ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$366,763
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$192,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$186,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$177,305
Value of total assets at end of year2010-12-31$2,412,264
Value of total assets at beginning of year2010-12-31$2,238,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,698
Total interest from all sources2010-12-31$37,037
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$400,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$74,389
Participant contributions at end of year2010-12-31$45,621
Participant contributions at beginning of year2010-12-31$39,510
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$603
Administrative expenses (other) incurred2010-12-31$519
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$173,880
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,412,264
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,238,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$1,441,152
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,214,716
Interest on participant loans2010-12-31$2,593
Interest earned on other investments2010-12-31$34,444
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$925,491
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$984,158
Net investment gain/loss from pooled separate accounts2010-12-31$152,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$102,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$186,185
Contract administrator fees2010-12-31$6,179
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31TOSKI, SCHAEFER & CO., P.C.
Accountancy firm EIN2010-12-31161170608

Form 5500 Responses for ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN

2022: ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN 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 funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN 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 funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN 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 funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
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 funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN 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 funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN 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 funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN 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: ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN 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: ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN 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: ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN 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: ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN 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: ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN 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
2009: ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN 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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number703551
Policy instance 1
Insurance contract or identification number703551
Number of Individuals Covered93
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?Yes
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Other information about contractN/A - THIS PLAN IS FULLY FUNDED WITH UNALLOCATED FUNDS
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number703551
Policy instance 1
Insurance contract or identification number703551
Number of Individuals Covered99
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?Yes
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Other information about contractN/A - THIS PLAN IS FULLY FUNDED WITH ALLOCATED FUNDS
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number703551
Policy instance 1
Insurance contract or identification number703551
Number of Individuals Covered101
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?Yes
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Other information about contractN/A - THIS PLAN IS FULLY FUNDED WITH ALLOCATED FUNDS
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number703551
Policy instance 1
Insurance contract or identification number703551
Number of Individuals Covered105
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?Yes
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Other information about contractN/A - THIS PLAN IS FULLY FUNDED WITH ALLOCATED FUNDS
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number703551
Policy instance 1
Insurance contract or identification number703551
Number of Individuals Covered109
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $318
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?Yes
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Other information about contractN/A - THIS PLAN IS FULLY FUNDED WITH ALLOCATED FUNDS
Commission paid to Insurance BrokerUSD $318
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number703551
Policy instance 1
Insurance contract or identification number703551
Number of Individuals Covered116
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?Yes
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Other information about contractN/A - THIS PLAN IS FULLY FUNDED WITH ALLOCATED FUNDS
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameDAVID STOLLER
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number703551
Policy instance 1
Insurance contract or identification number703551
Number of Individuals Covered124
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?No
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?No
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number703551
Policy instance 1
Insurance contract or identification number703551
Number of Individuals Covered139
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?No
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?No
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number703551
Policy instance 1
Insurance contract or identification number703551
Number of Individuals Covered148
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?No
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?No
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number703551
Policy instance 1
Insurance contract or identification number703551
Number of Individuals Covered166
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,038
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?No
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
Commission paid to Insurance BrokerUSD $1,973
Insurance broker organization code?3
Insurance broker nameR SULLIVAN
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number703551
Policy instance 1
Insurance contract or identification number703551
Number of Individuals Covered248
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,356
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?No
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number703551
Policy instance 1
Insurance contract or identification number703551
Number of Individuals Covered257
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,460
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?No
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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1