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SUBURBAN ADULT SERVICES, INC. 401(K) PLAN 401k Plan overview

Plan NameSUBURBAN ADULT SERVICES, INC. 401(K) PLAN
Plan identification number 002

SUBURBAN ADULT SERVICES, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

SUBURBAN ADULT SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:SUBURBAN ADULT SERVICES, INC.
Employer identification number (EIN):161115992
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Additional information about SUBURBAN ADULT SERVICES, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1979-01-22
Company Identification Number: 534315
Legal Registered Office Address: 960 WEST MAPLE COURT
Erie
ELMA
United States of America (USA)
14059

More information about SUBURBAN ADULT SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUBURBAN ADULT SERVICES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01SHAWN CUNNINGHAM
0022016-01-01SHAWN CUNNINGHAM
0022015-01-01SHAWN CUNNINGHAM
0022014-01-01SHAWN CUNNINGHAM
0022013-01-01SHAWN CUNNINGHAM
0022012-01-01SHAWN CUNNINGHAM
0022011-01-01SHAWN CUNNINGHAM
0022010-01-01SHAWN CUNNINGHAM
0022009-01-01SHAWN CUNNINGHAM

Plan Statistics for SUBURBAN ADULT SERVICES, INC. 401(K) PLAN

401k plan membership statisitcs for SUBURBAN ADULT SERVICES, INC. 401(K) PLAN

Measure Date Value
2022: SUBURBAN ADULT SERVICES, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01642
Total number of active participants reported on line 7a of the Form 55002022-01-01492
Number of retired or separated participants receiving benefits2022-01-0125
Number of other retired or separated participants entitled to future benefits2022-01-0191
Total of all active and inactive participants2022-01-01608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01609
Number of participants with account balances2022-01-01608
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0121
2021: SUBURBAN ADULT SERVICES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01691
Total number of active participants reported on line 7a of the Form 55002021-01-01503
Number of retired or separated participants receiving benefits2021-01-0130
Number of other retired or separated participants entitled to future benefits2021-01-01102
Total of all active and inactive participants2021-01-01635
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01636
Number of participants with account balances2021-01-01632
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0156
2020: SUBURBAN ADULT SERVICES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01697
Total number of active participants reported on line 7a of the Form 55002020-01-01558
Number of retired or separated participants receiving benefits2020-01-0129
Number of other retired or separated participants entitled to future benefits2020-01-0185
Total of all active and inactive participants2020-01-01672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01673
Number of participants with account balances2020-01-01672
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0142
2019: SUBURBAN ADULT SERVICES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01778
Total number of active participants reported on line 7a of the Form 55002019-01-01577
Number of retired or separated participants receiving benefits2019-01-0126
Number of other retired or separated participants entitled to future benefits2019-01-0180
Total of all active and inactive participants2019-01-01683
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01684
Number of participants with account balances2019-01-01682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0171
2018: SUBURBAN ADULT SERVICES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01829
Total number of active participants reported on line 7a of the Form 55002018-01-01592
Number of retired or separated participants receiving benefits2018-01-0127
Number of other retired or separated participants entitled to future benefits2018-01-01135
Total of all active and inactive participants2018-01-01754
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01755
Number of participants with account balances2018-01-01754
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0175
2017: SUBURBAN ADULT SERVICES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01757
Total number of active participants reported on line 7a of the Form 55002017-01-01654
Number of retired or separated participants receiving benefits2017-01-0122
Number of other retired or separated participants entitled to future benefits2017-01-01127
Total of all active and inactive participants2017-01-01803
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01804
Number of participants with account balances2017-01-01802
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0160
2016: SUBURBAN ADULT SERVICES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01444
Total number of active participants reported on line 7a of the Form 55002016-01-01383
Number of retired or separated participants receiving benefits2016-01-0115
Number of other retired or separated participants entitled to future benefits2016-01-0143
Total of all active and inactive participants2016-01-01441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01442
Number of participants with account balances2016-01-01442
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0126
2015: SUBURBAN ADULT SERVICES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01431
Total number of active participants reported on line 7a of the Form 55002015-01-01385
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0141
Total of all active and inactive participants2015-01-01426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01427
Number of participants with account balances2015-01-01426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0126
2014: SUBURBAN ADULT SERVICES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01438
Total number of active participants reported on line 7a of the Form 55002014-01-01376
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0140
Total of all active and inactive participants2014-01-01416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01417
Number of participants with account balances2014-01-01416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0136
2013: SUBURBAN ADULT SERVICES, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01426
Total number of active participants reported on line 7a of the Form 55002013-01-01392
Number of other retired or separated participants entitled to future benefits2013-01-0131
Total of all active and inactive participants2013-01-01423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01424
Number of participants with account balances2013-01-01422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0123
2012: SUBURBAN ADULT SERVICES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01429
Total number of active participants reported on line 7a of the Form 55002012-01-01376
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0126
Total of all active and inactive participants2012-01-01402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01404
Number of participants with account balances2012-01-01404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0127
2011: SUBURBAN ADULT SERVICES, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01449
Total number of active participants reported on line 7a of the Form 55002011-01-01380
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0138
Total of all active and inactive participants2011-01-01418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01420
Number of participants with account balances2011-01-01419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0130
2010: SUBURBAN ADULT SERVICES, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01434
Total number of active participants reported on line 7a of the Form 55002010-01-01379
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0150
Total of all active and inactive participants2010-01-01429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-01432
Number of participants with account balances2010-01-01430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0127
2009: SUBURBAN ADULT SERVICES, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01436
Total number of active participants reported on line 7a of the Form 55002009-01-01380
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0141
Total of all active and inactive participants2009-01-01421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01423
Number of participants with account balances2009-01-01422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0115

Financial Data on SUBURBAN ADULT SERVICES, INC. 401(K) PLAN

Measure Date Value
2022 : SUBURBAN ADULT SERVICES, INC. 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$293
Total income from all sources (including contributions)2022-12-31$-1,980,946
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,984,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,922,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,095,164
Value of total assets at end of year2022-12-31$26,855,984
Value of total assets at beginning of year2022-12-31$30,821,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$61,950
Total interest from all sources2022-12-31$221,661
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$1,296,874
Participant contributions at end of year2022-12-31$695,282
Participant contributions at beginning of year2022-12-31$645,717
Participant contributions at end of year2022-12-31$37,309
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$103,595
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$32,168
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,965,527
Value of net assets at end of year (total assets less liabilities)2022-12-31$26,855,984
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$30,821,511
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
Investment advisory and management fees2022-12-31$61,950
Value of interest in pooled separate accounts at end of year2022-12-31$19,549,010
Value of interest in pooled separate accounts at beginning of year2022-12-31$24,381,508
Interest on participant loans2022-12-31$36,083
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$185,578
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$6,550,491
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,794,238
Net investment gain/loss from pooled separate accounts2022-12-31$-4,297,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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$694,695
Employer contributions (assets) at end of year2022-12-31$23,892
Employer contributions (assets) at beginning of year2022-12-31$341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,890,463
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
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$293
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31EFPR GROUP, CPA'S, P.C.
Accountancy firm EIN2022-12-31474526160
2021 : SUBURBAN ADULT SERVICES, INC. 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,145,528
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,982,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,905,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,601,180
Value of total assets at end of year2021-12-31$30,821,804
Value of total assets at beginning of year2021-12-31$27,658,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$76,776
Total interest from all sources2021-12-31$209,060
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$979,361
Participant contributions at end of year2021-12-31$645,717
Participant contributions at beginning of year2021-12-31$652,354
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$21,771
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$3,163,526
Value of net assets at end of year (total assets less liabilities)2021-12-31$30,821,804
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$27,658,278
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
Investment advisory and management fees2021-12-31$76,776
Value of interest in pooled separate accounts at end of year2021-12-31$24,381,508
Value of interest in pooled separate accounts at beginning of year2021-12-31$21,263,302
Interest on participant loans2021-12-31$37,912
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$171,148
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,794,238
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,741,407
Net investment gain/loss from pooled separate accounts2021-12-31$3,335,288
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$600,048
Employer contributions (assets) at end of year2021-12-31$341
Employer contributions (assets) at beginning of year2021-12-31$1,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,905,226
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31EFPR GROUP, CPA'S, P.C.
Accountancy firm EIN2021-12-31474526160
2020 : SUBURBAN ADULT SERVICES, INC. 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,643,735
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,854,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,798,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,437,020
Value of total assets at end of year2020-12-31$27,658,278
Value of total assets at beginning of year2020-12-31$24,869,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$56,316
Total interest from all sources2020-12-31$205,467
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$901,890
Participant contributions at end of year2020-12-31$652,354
Participant contributions at beginning of year2020-12-31$666,013
Participant contributions at beginning of year2020-12-31$5
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$12,813
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$2,788,793
Value of net assets at end of year (total assets less liabilities)2020-12-31$27,658,278
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$24,869,485
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$56,316
Value of interest in pooled separate accounts at end of year2020-12-31$21,263,302
Value of interest in pooled separate accounts at beginning of year2020-12-31$19,174,386
Interest on participant loans2020-12-31$43,801
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$161,666
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,741,407
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$5,026,751
Net investment gain/loss from pooled separate accounts2020-12-31$3,001,248
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$522,317
Employer contributions (assets) at end of year2020-12-31$1,215
Employer contributions (assets) at beginning of year2020-12-31$2,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,798,626
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31EFPR GROUP, CPA'S, P.C.
Accountancy firm EIN2020-12-31474526160
2019 : SUBURBAN ADULT SERVICES, INC. 401(K) PLAN 2019 401k financial data
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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,656,438
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,328,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,254,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,501,244
Value of total assets at end of year2019-12-31$24,869,485
Value of total assets at beginning of year2019-12-31$20,541,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$73,505
Total interest from all sources2019-12-31$174,929
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$905,424
Participant contributions at end of year2019-12-31$666,013
Participant contributions at beginning of year2019-12-31$532,590
Participant contributions at end of year2019-12-31$5
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$22,178
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$4,328,006
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,869,485
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,541,479
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$73,505
Value of interest in pooled separate accounts at end of year2019-12-31$19,174,386
Value of interest in pooled separate accounts at beginning of year2019-12-31$15,612,154
Income. Interest from loans (other than to participants)2019-12-31$36,767
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$138,162
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,026,751
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,393,824
Net investment gain/loss from pooled separate accounts2019-12-31$3,980,265
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$573,642
Employer contributions (assets) at end of year2019-12-31$2,330
Employer contributions (assets) at beginning of year2019-12-31$2,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,254,927
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
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
Accountancy firm name2019-12-31EFPR GROUP, CPA'S, P.C.
Accountancy firm EIN2019-12-31474526160
2018 : SUBURBAN ADULT SERVICES, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$864,064
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,380,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,314,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,605,120
Value of total assets at end of year2018-12-31$20,541,479
Value of total assets at beginning of year2018-12-31$22,057,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$65,577
Total interest from all sources2018-12-31$159,828
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$949,302
Participant contributions at end of year2018-12-31$532,590
Participant contributions at beginning of year2018-12-31$596,255
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$160,089
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,516,270
Value of net assets at end of year (total assets less liabilities)2018-12-31$20,541,479
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$22,057,749
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$65,577
Value of interest in pooled separate accounts at end of year2018-12-31$15,612,154
Value of interest in pooled separate accounts at beginning of year2018-12-31$17,230,794
Income. Interest from loans (other than to participants)2018-12-31$32,839
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$126,989
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,393,824
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,230,245
Net investment gain/loss from pooled separate accounts2018-12-31$-900,884
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$495,729
Employer contributions (assets) at end of year2018-12-31$2,911
Employer contributions (assets) at beginning of year2018-12-31$455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,314,757
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 name2018-12-31EFPR GROUP, CPA'S. P.C.
Accountancy firm EIN2018-12-31474526160
2017 : SUBURBAN ADULT SERVICES, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$2,919,765
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,619,775
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,267,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,222,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,754,472
Value of total assets at end of year2017-12-31$22,057,749
Value of total assets at beginning of year2017-12-31$15,785,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$45,030
Total interest from all sources2017-12-31$143,312
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$966,923
Participant contributions at end of year2017-12-31$596,255
Participant contributions at beginning of year2017-12-31$453,167
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,680
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$3,352,238
Value of net assets at end of year (total assets less liabilities)2017-12-31$22,057,749
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,785,746
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
Investment advisory and management fees2017-12-31$45,030
Value of interest in pooled separate accounts at end of year2017-12-31$17,230,794
Value of interest in pooled separate accounts at beginning of year2017-12-31$11,829,838
Income. Interest from loans (other than to participants)2017-12-31$32,536
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$110,776
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,230,245
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,502,409
Net investment gain/loss from pooled separate accounts2017-12-31$2,721,991
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$784,869
Employer contributions (assets) at end of year2017-12-31$455
Employer contributions (assets) at beginning of year2017-12-31$332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,222,507
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
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 name2017-12-31EFPR GROUP CPA'S, P.C.
Accountancy firm EIN2017-12-31474526160
2016 : SUBURBAN ADULT SERVICES, INC. 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,418,005
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$552,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$517,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,267,492
Value of total assets at end of year2016-12-31$15,785,746
Value of total assets at beginning of year2016-12-31$13,919,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$34,296
Total interest from all sources2016-12-31$121,663
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$729,436
Participant contributions at end of year2016-12-31$453,167
Participant contributions at beginning of year2016-12-31$401,087
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$11,783
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$4,668
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$1,865,966
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,785,746
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,919,780
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
Investment advisory and management fees2016-12-31$34,296
Value of interest in pooled separate accounts at end of year2016-12-31$11,829,838
Value of interest in pooled separate accounts at beginning of year2016-12-31$10,502,927
Income. Interest from loans (other than to participants)2016-12-31$23,126
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$98,537
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,502,409
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,010,971
Net investment gain/loss from pooled separate accounts2016-12-31$1,028,850
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$526,273
Employer contributions (assets) at end of year2016-12-31$332
Employer contributions (assets) at beginning of year2016-12-31$127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$517,743
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 name2016-12-31EFPR GROUP CPA'S, PLLC
Accountancy firm EIN2016-12-31474526160
2015 : SUBURBAN ADULT SERVICES, INC. 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,238,004
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$453,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$417,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,206,552
Value of total assets at end of year2015-12-31$13,919,780
Value of total assets at beginning of year2015-12-31$13,135,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$36,351
Total interest from all sources2015-12-31$104,497
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$670,995
Participant contributions at end of year2015-12-31$401,087
Participant contributions at beginning of year2015-12-31$416,711
Participant contributions at beginning of year2015-12-31$46
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$49,824
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$4,668
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$784,143
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,919,780
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,135,637
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
Investment advisory and management fees2015-12-31$36,351
Value of interest in pooled separate accounts at end of year2015-12-31$10,502,927
Value of interest in pooled separate accounts at beginning of year2015-12-31$10,046,592
Income. Interest from loans (other than to participants)2015-12-31$21,460
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$83,037
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,010,971
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,669,333
Net investment gain/loss from pooled separate accounts2015-12-31$-73,045
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$485,733
Employer contributions (assets) at end of year2015-12-31$127
Employer contributions (assets) at beginning of year2015-12-31$2,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$417,510
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 name2015-12-31EFPR GROUP CPAS, PLLC
Accountancy firm EIN2015-12-31474526160
2014 : SUBURBAN ADULT SERVICES, INC. 401(K) 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$0
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$2,072,169
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$517,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$477,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,181,517
Value of total assets at end of year2014-12-31$13,135,637
Value of total assets at beginning of year2014-12-31$11,581,056
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$40,403
Total interest from all sources2014-12-31$94,801
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$645,332
Participant contributions at end of year2014-12-31$416,711
Participant contributions at beginning of year2014-12-31$370,236
Participant contributions at end of year2014-12-31$46
Participant contributions at beginning of year2014-12-31$11
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$57,893
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$1,554,581
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,135,637
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,581,056
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
Investment advisory and management fees2014-12-31$40,403
Value of interest in pooled separate accounts at end of year2014-12-31$10,046,592
Value of interest in pooled separate accounts at beginning of year2014-12-31$8,885,282
Income. Interest from loans (other than to participants)2014-12-31$21,280
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$73,521
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,669,333
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,325,469
Net investment gain/loss from pooled separate accounts2014-12-31$795,851
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$478,292
Employer contributions (assets) at end of year2014-12-31$2,955
Employer contributions (assets) at beginning of year2014-12-31$58
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$477,185
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 name2014-12-31TOSKI & CO CPAS PC
Accountancy firm EIN2014-12-31161170608
2013 : SUBURBAN ADULT SERVICES, INC. 401(K) 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$0
Total income from all sources (including contributions)2013-12-31$3,036,354
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$558,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$510,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,159,168
Value of total assets at end of year2013-12-31$11,581,056
Value of total assets at beginning of year2013-12-31$9,102,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$47,220
Total interest from all sources2013-12-31$86,146
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$642,933
Participant contributions at end of year2013-12-31$370,236
Participant contributions at beginning of year2013-12-31$345,864
Participant contributions at end of year2013-12-31$11
Participant contributions at beginning of year2013-12-31$17
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$44,661
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$2,478,318
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,581,056
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,102,738
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
Investment advisory and management fees2013-12-31$47,220
Value of interest in pooled separate accounts at end of year2013-12-31$8,885,282
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,649,224
Income. Interest from loans (other than to participants)2013-12-31$19,573
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$66,573
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,325,469
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,107,380
Net investment gain/loss from pooled separate accounts2013-12-31$1,791,040
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$471,574
Employer contributions (assets) at end of year2013-12-31$58
Employer contributions (assets) at beginning of year2013-12-31$253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$510,816
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 name2013-12-31TOSKI & CO CPAS PC
Accountancy firm EIN2013-12-31161170608
2012 : SUBURBAN ADULT SERVICES, INC. 401(K) 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$0
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$1,978,475
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,000,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$954,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,045,641
Value of total assets at end of year2012-12-31$9,102,738
Value of total assets at beginning of year2012-12-31$8,125,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$46,152
Total interest from all sources2012-12-31$73,673
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$605,725
Participant contributions at end of year2012-12-31$345,864
Participant contributions at beginning of year2012-12-31$252,945
Participant contributions at end of year2012-12-31$17
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$977,622
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,102,738
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,125,116
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
Investment advisory and management fees2012-12-31$46,152
Value of interest in pooled separate accounts at end of year2012-12-31$6,649,224
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,022,357
Income. Interest from loans (other than to participants)2012-12-31$15,086
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$58,587
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,107,380
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,848,681
Net investment gain/loss from pooled separate accounts2012-12-31$859,161
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$439,916
Employer contributions (assets) at end of year2012-12-31$253
Employer contributions (assets) at beginning of year2012-12-31$1,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$954,701
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 name2012-12-31TOSKI & CO CPAS PC
Accountancy firm EIN2012-12-31161170608
2011 : SUBURBAN ADULT SERVICES, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,043,541
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$299,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$254,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,087,183
Value of total assets at end of year2011-12-31$8,125,116
Value of total assets at beginning of year2011-12-31$7,380,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$44,489
Total interest from all sources2011-12-31$62,899
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
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$500,000
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$597,721
Participant contributions at end of year2011-12-31$252,945
Participant contributions at beginning of year2011-12-31$184,300
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$33,266
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$744,451
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,125,116
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,380,665
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
Investment advisory and management fees2011-12-31$44,489
Value of interest in pooled separate accounts at end of year2011-12-31$6,022,357
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,634,020
Interest on participant loans2011-12-31$13,037
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$49,862
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,848,681
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,562,345
Net investment gain/loss from pooled separate accounts2011-12-31$-106,541
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$456,196
Employer contributions (assets) at end of year2011-12-31$1,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$254,601
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 name2011-12-31TOSKI,SCHAEFER & CO, P.C.
Accountancy firm EIN2011-12-31161170608
2010 : SUBURBAN ADULT SERVICES, INC. 401(K) 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$1,858,994
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$283,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$238,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,014,940
Value of total assets at end of year2010-12-31$7,380,665
Value of total assets at beginning of year2010-12-31$5,805,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$45,106
Total interest from all sources2010-12-31$54,393
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$500,000
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$552,198
Participant contributions at end of year2010-12-31$184,300
Participant contributions at beginning of year2010-12-31$145,109
Participant contributions at beginning of year2010-12-31$853
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,678
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$1,575,626
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,380,665
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,805,039
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
Investment advisory and management fees2010-12-31$45,106
Value of interest in pooled separate accounts at end of year2010-12-31$5,634,020
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,382,406
Interest on participant loans2010-12-31$8,419
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$45,974
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,562,345
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,276,662
Net investment gain/loss from pooled separate accounts2010-12-31$789,661
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$459,064
Employer contributions (assets) at beginning of year2010-12-31$9
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$238,262
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 SUBURBAN ADULT SERVICES, INC. 401(K) PLAN

2022: SUBURBAN ADULT SERVICES, INC. 401(K) 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 benefit arrangement – InsuranceYes
2021: SUBURBAN ADULT SERVICES, INC. 401(K) 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 benefit arrangement – InsuranceYes
2020: SUBURBAN ADULT SERVICES, INC. 401(K) 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 benefit arrangement – InsuranceYes
2019: SUBURBAN ADULT SERVICES, INC. 401(K) 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 benefit arrangement – InsuranceYes
2018: SUBURBAN ADULT SERVICES, INC. 401(K) 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 benefit arrangement – InsuranceYes
2017: SUBURBAN ADULT SERVICES, INC. 401(K) 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 benefit arrangement – InsuranceYes
2016: SUBURBAN ADULT SERVICES, INC. 401(K) 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 benefit arrangement – InsuranceYes
2015: SUBURBAN ADULT SERVICES, INC. 401(K) 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 benefit arrangement – InsuranceYes
2014: SUBURBAN ADULT SERVICES, INC. 401(K) 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 benefit arrangement – InsuranceYes
2013: SUBURBAN ADULT SERVICES, INC. 401(K) 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 benefit arrangement – InsuranceYes
2012: SUBURBAN ADULT SERVICES, INC. 401(K) 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 benefit arrangement – InsuranceYes
2011: SUBURBAN ADULT SERVICES, INC. 401(K) 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 benefit arrangement – InsuranceYes
2010: SUBURBAN ADULT SERVICES, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: SUBURBAN ADULT SERVICES, INC. 401(K) 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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83944-1
Policy instance 2
Insurance contract or identification numberRM 83944-1
Number of Individuals Covered608
Insurance policy start date2022-01-01
Insurance policy end date2022-10-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number781661-01
Policy instance 1
Insurance contract or identification number781661-01
Number of Individuals Covered613
Insurance policy start date2022-10-29
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83944-1
Policy instance 1
Insurance contract or identification numberRM 83944-1
Number of Individuals Covered632
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83944-1
Policy instance 1
Insurance contract or identification numberRM 83944-1
Number of Individuals Covered672
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83944-1
Policy instance 1
Insurance contract or identification numberRM 83944-1
Number of Individuals Covered682
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83944-1
Policy instance 1
Insurance contract or identification numberRM 83944-1
Number of Individuals Covered754
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83944-1
Policy instance 1
Insurance contract or identification numberRM 83944-1
Number of Individuals Covered804
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $6,867
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,267
Insurance broker organization code?3
Insurance broker nameMICHAEL J MCDERMID
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83944-1
Policy instance 1
Insurance contract or identification numberRM 83944-1
Number of Individuals Covered426
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $40,593
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?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,893
Insurance broker organization code?3
Insurance broker nameJOSEPH L DILEO
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83944-1
Policy instance 1
Insurance contract or identification numberRM 83944-1
Number of Individuals Covered36847
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $36,847
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?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,424
Insurance broker organization code?3
Insurance broker nameJOSEPH L DILEO
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83944-1
Policy instance 1
Insurance contract or identification numberRM 83944-1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $43,014
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?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,166
Insurance broker organization code?3
Insurance broker nameJOSEPH L DILEO
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83944-1
Policy instance 1
Insurance contract or identification numberRM 83944-1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $38,868
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?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,262
Insurance broker organization code?3
Insurance broker nameJOSEPH L DILEO
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83944-1
Policy instance 1
Insurance contract or identification numberRM 83944-1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $37,505
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?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83944-1
Policy instance 1
Insurance contract or identification numberRM 83944-1
Number of Individuals Covered432
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $38,343
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?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,067
Insurance broker organization code?3
Insurance broker nameJOSEPH L DILEO

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