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ARCADIA MANAGEMENT, INC. 401(K) PLAN 401k Plan overview

Plan NameARCADIA MANAGEMENT, INC. 401(K) PLAN
Plan identification number 001

ARCADIA MANAGEMENT, 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ARCADIA MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:ARCADIA MANAGEMENT, INC.
Employer identification number (EIN):201448338
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about ARCADIA MANAGEMENT, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2004-07-07
Company Identification Number: 3075366
Legal Registered Office Address: 1515 VETERANS MEMORIAL HWY
Suffolk
ISLANDIA
United States of America (USA)
11749

More information about ARCADIA MANAGEMENT, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ARCADIA MANAGEMENT, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KATHERINE LORTIE
0012016-01-01
0012015-01-01KATHERINE LORTIE
0012015-01-01KATHERINE LORTIE
0012014-01-01KATHERINE LORTIE
0012014-01-01KATHERINE LORTIE
0012013-01-01KATHERINE LORTIE
0012012-01-01KATHERINE LORTIE
0012011-01-01KATHERINE LORTIE
0012009-01-01FRANK HARRISON

Plan Statistics for ARCADIA MANAGEMENT, INC. 401(K) PLAN

401k plan membership statisitcs for ARCADIA MANAGEMENT, INC. 401(K) PLAN

Measure Date Value
2022: ARCADIA MANAGEMENT, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01559
Total number of active participants reported on line 7a of the Form 55002022-01-01432
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01134
Total of all active and inactive participants2022-01-01566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01566
Number of participants with account balances2022-01-01504
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01130
2021: ARCADIA MANAGEMENT, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01505
Total number of active participants reported on line 7a of the Form 55002021-01-01422
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01120
Total of all active and inactive participants2021-01-01542
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01542
Number of participants with account balances2021-01-01478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0115
2020: ARCADIA MANAGEMENT, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01550
Total number of active participants reported on line 7a of the Form 55002020-01-01395
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01103
Total of all active and inactive participants2020-01-01498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01498
Number of participants with account balances2020-01-01441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ARCADIA MANAGEMENT, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01713
Total number of active participants reported on line 7a of the Form 55002019-01-01427
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0199
Total of all active and inactive participants2019-01-01526
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01526
Number of participants with account balances2019-01-01458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ARCADIA MANAGEMENT, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01979
Total number of active participants reported on line 7a of the Form 55002018-01-01440
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01268
Total of all active and inactive participants2018-01-01708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01708
Number of participants with account balances2018-01-01614
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ARCADIA MANAGEMENT, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01972
Total number of active participants reported on line 7a of the Form 55002017-01-01436
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01522
Total of all active and inactive participants2017-01-01958
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01958
Number of participants with account balances2017-01-01881
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ARCADIA MANAGEMENT, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01985
Total number of active participants reported on line 7a of the Form 55002016-01-01464
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01488
Total of all active and inactive participants2016-01-01952
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01952
Number of participants with account balances2016-01-01846
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ARCADIA MANAGEMENT, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01788
Total number of active participants reported on line 7a of the Form 55002015-01-01472
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01487
Total of all active and inactive participants2015-01-01959
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01959
Number of participants with account balances2015-01-01829
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ARCADIA MANAGEMENT, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01834
Total number of active participants reported on line 7a of the Form 55002014-01-01478
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01291
Total of all active and inactive participants2014-01-01769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01769
Number of participants with account balances2014-01-01635
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ARCADIA MANAGEMENT, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01679
Total number of active participants reported on line 7a of the Form 55002013-01-01501
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01309
Total of all active and inactive participants2013-01-01810
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01810
Number of participants with account balances2013-01-01660
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ARCADIA MANAGEMENT, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01559
Total number of active participants reported on line 7a of the Form 55002012-01-01484
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01195
Total of all active and inactive participants2012-01-01679
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01679
Number of participants with account balances2012-01-01496
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ARCADIA MANAGEMENT, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01298
Total number of active participants reported on line 7a of the Form 55002011-01-01468
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0191
Total of all active and inactive participants2011-01-01559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01559
Number of participants with account balances2011-01-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ARCADIA MANAGEMENT, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01409
Total number of active participants reported on line 7a of the Form 55002009-01-01226
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0163
Total of all active and inactive participants2009-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01289
Number of participants with account balances2009-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0144

Financial Data on ARCADIA MANAGEMENT, INC. 401(K) PLAN

Measure Date Value
2022 : ARCADIA MANAGEMENT, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-135,064
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$322,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$296,131
Expenses. Certain deemed distributions of participant loans2022-12-31$1,208
Value of total corrective distributions2022-12-31$3,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$761,792
Value of total assets at end of year2022-12-31$3,680,707
Value of total assets at beginning of year2022-12-31$4,138,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$21,823
Total interest from all sources2022-12-31$3,483
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$248,134
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$248,134
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$414,000
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$597,378
Participant contributions at end of year2022-12-31$118,127
Participant contributions at beginning of year2022-12-31$30,635
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$18,088
Other income not declared elsewhere2022-12-31$9,274
Administrative expenses (other) incurred2022-12-31$21,823
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-457,745
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,680,707
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,138,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,357,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,964,083
Interest on participant loans2022-12-31$3,483
Value of interest in common/collective trusts at end of year2022-12-31$204,902
Value of interest in common/collective trusts at beginning of year2022-12-31$143,734
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,143,622
Net investment gain or loss from common/collective trusts2022-12-31$-14,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$146,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$296,131
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CERINI AND ASSOCIATES
Accountancy firm EIN2022-12-31113066459
2021 : ARCADIA MANAGEMENT, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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$926,573
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$217,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$183,464
Expenses. Certain deemed distributions of participant loans2021-12-31$398
Value of total corrective distributions2021-12-31$15,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$608,283
Value of total assets at end of year2021-12-31$4,138,452
Value of total assets at beginning of year2021-12-31$3,428,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$17,719
Total interest from all sources2021-12-31$2,312
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$338,425
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$338,425
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$343,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$506,037
Participant contributions at end of year2021-12-31$30,635
Participant contributions at beginning of year2021-12-31$37,623
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$63,709
Other income not declared elsewhere2021-12-31$8,920
Administrative expenses (other) incurred2021-12-31$17,719
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$709,569
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,138,452
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,428,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,964,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,120,639
Interest on participant loans2021-12-31$2,309
Value of interest in common/collective trusts at end of year2021-12-31$143,734
Value of interest in common/collective trusts at beginning of year2021-12-31$25,422
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$245,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$245,199
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-49,719
Net investment gain or loss from common/collective trusts2021-12-31$18,352
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$38,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$183,464
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 name2021-12-31CERINI AND ASSOCIATES
Accountancy firm EIN2021-12-31113066459
2020 : ARCADIA MANAGEMENT, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$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$1,061,507
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$371,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$353,556
Expenses. Certain deemed distributions of participant loans2020-12-31$379
Value of total corrective distributions2020-12-31$1,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$449,082
Value of total assets at end of year2020-12-31$3,428,883
Value of total assets at beginning of year2020-12-31$2,739,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$16,348
Total interest from all sources2020-12-31$3,417
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$166,560
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$166,560
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$274,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$449,082
Participant contributions at end of year2020-12-31$37,623
Participant contributions at beginning of year2020-12-31$37,679
Other income not declared elsewhere2020-12-31$27,177
Administrative expenses (other) incurred2020-12-31$16,348
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$689,680
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,428,883
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,739,203
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,120,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,423,569
Interest on participant loans2020-12-31$2,656
Value of interest in common/collective trusts at end of year2020-12-31$25,422
Value of interest in common/collective trusts at beginning of year2020-12-31$44,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$245,199
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$233,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$233,806
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$761
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$408,839
Net investment gain or loss from common/collective trusts2020-12-31$6,432
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$353,556
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 name2020-12-31CERINI AND ASSOCIATES
Accountancy firm EIN2020-12-31113066459
2019 : ARCADIA MANAGEMENT, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$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$959,684
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$456,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$430,747
Expenses. Certain deemed distributions of participant loans2019-12-31$1,885
Value of total corrective distributions2019-12-31$1,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$431,236
Value of total assets at end of year2019-12-31$2,739,203
Value of total assets at beginning of year2019-12-31$2,235,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22,325
Total interest from all sources2019-12-31$6,182
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$135,937
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$135,937
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$224,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$426,476
Participant contributions at end of year2019-12-31$37,679
Participant contributions at beginning of year2019-12-31$37,749
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,760
Other income not declared elsewhere2019-12-31$13,718
Administrative expenses (other) incurred2019-12-31$22,325
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$503,321
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,739,203
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,235,882
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,423,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,948,277
Interest on participant loans2019-12-31$2,890
Value of interest in common/collective trusts at end of year2019-12-31$44,149
Value of interest in common/collective trusts at beginning of year2019-12-31$46,052
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$233,806
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$203,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$203,804
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$359,677
Net investment gain or loss from common/collective trusts2019-12-31$12,934
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$430,747
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 name2019-12-31CERINI AND ASSOCIATES
Accountancy firm EIN2019-12-31113066459
2018 : ARCADIA MANAGEMENT, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$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$231,746
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$316,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$271,364
Expenses. Certain deemed distributions of participant loans2018-12-31$14,154
Value of total corrective distributions2018-12-31$1,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$377,798
Value of total assets at end of year2018-12-31$2,235,882
Value of total assets at beginning of year2018-12-31$2,320,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$29,209
Total interest from all sources2018-12-31$4,922
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$174,848
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$174,848
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$233,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$372,778
Participant contributions at end of year2018-12-31$37,749
Participant contributions at beginning of year2018-12-31$51,671
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$5,020
Other income not declared elsewhere2018-12-31$8,052
Administrative expenses (other) incurred2018-12-31$29,209
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-84,255
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,235,882
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,320,137
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,948,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,077,852
Interest on participant loans2018-12-31$2,788
Value of interest in common/collective trusts at end of year2018-12-31$46,052
Value of interest in common/collective trusts at beginning of year2018-12-31$27,324
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$203,804
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$163,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$163,290
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,134
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-329,920
Net investment gain or loss from common/collective trusts2018-12-31$-3,954
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$271,364
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 name2018-12-31CERINI AND ASSOCIATES
Accountancy firm EIN2018-12-31113066459
2017 : ARCADIA MANAGEMENT, 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$0
Total transfer of assets from this plan2017-12-31$0
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$750,803
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$376,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$366,610
Expenses. Certain deemed distributions of participant loans2017-12-31$3,527
Value of total corrective distributions2017-12-31$146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$417,191
Value of total assets at end of year2017-12-31$2,320,137
Value of total assets at beginning of year2017-12-31$1,945,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,093
Total interest from all sources2017-12-31$3,039
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$101,287
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$101,287
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$195,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$330,973
Participant contributions at end of year2017-12-31$51,671
Participant contributions at beginning of year2017-12-31$41,182
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$86,218
Other income not declared elsewhere2017-12-31$438
Administrative expenses (other) incurred2017-12-31$6,093
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$374,427
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,320,137
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,945,710
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,077,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,712,710
Interest on participant loans2017-12-31$2,731
Value of interest in common/collective trusts at end of year2017-12-31$27,324
Value of interest in common/collective trusts at beginning of year2017-12-31$31,021
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$163,290
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$160,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$160,797
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$308
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$223,307
Net investment gain or loss from common/collective trusts2017-12-31$5,541
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$366,610
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 name2017-12-31CERINI AND ASSOCIATES
Accountancy firm EIN2017-12-31113066459
2016 : ARCADIA MANAGEMENT, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$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$422,274
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$247,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$241,286
Expenses. Certain deemed distributions of participant loans2016-12-31$127
Value of total corrective distributions2016-12-31$2,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$295,139
Value of total assets at end of year2016-12-31$1,945,710
Value of total assets at beginning of year2016-12-31$1,771,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,450
Total interest from all sources2016-12-31$1,248
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$65,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$65,212
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$178,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$295,139
Participant contributions at end of year2016-12-31$41,182
Participant contributions at beginning of year2016-12-31$26,255
Administrative expenses (other) incurred2016-12-31$3,450
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$174,544
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,945,710
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,771,166
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,712,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,677,924
Interest on participant loans2016-12-31$1,248
Value of interest in common/collective trusts at end of year2016-12-31$31,021
Value of interest in common/collective trusts at beginning of year2016-12-31$26,236
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$160,797
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$40,751
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$40,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$57,555
Net investment gain or loss from common/collective trusts2016-12-31$3,120
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$241,286
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 name2016-12-31CERINI AND ASSOCIATES
Accountancy firm EIN2016-12-31113066459
2015 : ARCADIA MANAGEMENT, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$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$227,400
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$47,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$45,248
Expenses. Certain deemed distributions of participant loans2015-12-31$197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$252,316
Value of total assets at end of year2015-12-31$1,771,166
Value of total assets at beginning of year2015-12-31$1,591,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,325
Total interest from all sources2015-12-31$1,370
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$91,425
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$91,425
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$160,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$252,316
Participant contributions at end of year2015-12-31$26,255
Participant contributions at beginning of year2015-12-31$23,201
Other income not declared elsewhere2015-12-31$70
Administrative expenses (other) incurred2015-12-31$2,325
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$179,630
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,771,166
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,591,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,677,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,503,895
Interest on participant loans2015-12-31$1,370
Value of interest in common/collective trusts at end of year2015-12-31$26,236
Value of interest in common/collective trusts at beginning of year2015-12-31$24,427
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$40,751
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$40,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$40,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-117,947
Net investment gain or loss from common/collective trusts2015-12-31$166
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$45,248
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 name2015-12-31CERINI AND ASSOCIATES
Accountancy firm EIN2015-12-31113066459
2014 : ARCADIA MANAGEMENT, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$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$312,113
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$102,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$89,339
Expenses. Certain deemed distributions of participant loans2014-12-31$1,831
Value of total corrective distributions2014-12-31$10,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$229,118
Value of total assets at end of year2014-12-31$1,591,536
Value of total assets at beginning of year2014-12-31$1,382,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,700
Total interest from all sources2014-12-31$1,703
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$84,901
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$84,901
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$139,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$218,080
Participant contributions at end of year2014-12-31$23,201
Participant contributions at beginning of year2014-12-31$39,405
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$11,038
Other income not declared elsewhere2014-12-31$94
Administrative expenses (other) incurred2014-12-31$1,700
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$209,129
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,591,536
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,382,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,503,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,299,563
Interest on participant loans2014-12-31$1,703
Value of interest in common/collective trusts at end of year2014-12-31$24,427
Value of interest in common/collective trusts at beginning of year2014-12-31$21,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$40,013
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$21,851
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$21,851
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-6,561
Net investment gain or loss from common/collective trusts2014-12-31$2,858
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$89,339
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 name2014-12-31CERINI AND ASSOCIATES
Accountancy firm EIN2014-12-31113066459
2013 : ARCADIA MANAGEMENT, 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$411,118
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$226,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$199,165
Expenses. Certain deemed distributions of participant loans2013-12-31$218
Value of total corrective distributions2013-12-31$25,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$208,199
Value of total assets at end of year2013-12-31$1,382,407
Value of total assets at beginning of year2013-12-31$1,198,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,950
Total interest from all sources2013-12-31$2,446
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$63,793
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$63,793
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$120,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$208,199
Participant contributions at end of year2013-12-31$39,405
Participant contributions at beginning of year2013-12-31$47,730
Administrative expenses (other) incurred2013-12-31$1,950
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$184,169
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,382,407
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,198,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,299,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,112,449
Interest on participant loans2013-12-31$2,446
Value of interest in common/collective trusts at end of year2013-12-31$21,588
Value of interest in common/collective trusts at beginning of year2013-12-31$15,860
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$21,851
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$22,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$22,199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$131,516
Net investment gain or loss from common/collective trusts2013-12-31$5,164
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$199,165
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 name2013-12-31CERINI AND ASSOCIATES
Accountancy firm EIN2013-12-31113066459
2012 : ARCADIA MANAGEMENT, 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$362,144
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$78,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$37,065
Expenses. Certain deemed distributions of participant loans2012-12-31$15,468
Value of total corrective distributions2012-12-31$24,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$228,109
Value of total assets at end of year2012-12-31$1,198,238
Value of total assets at beginning of year2012-12-31$914,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,550
Total interest from all sources2012-12-31$3,334
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$33,078
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$33,078
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$92,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$228,109
Participant contributions at end of year2012-12-31$47,730
Participant contributions at beginning of year2012-12-31$70,920
Administrative expenses (other) incurred2012-12-31$1,550
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$283,517
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,198,238
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$914,721
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,112,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$812,782
Interest on participant loans2012-12-31$3,334
Value of interest in common/collective trusts at end of year2012-12-31$15,860
Value of interest in common/collective trusts at beginning of year2012-12-31$7,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$22,199
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$23,685
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$23,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$96,236
Net investment gain or loss from common/collective trusts2012-12-31$1,387
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$37,065
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 name2012-12-31CERINI AND ASSOCIATES
Accountancy firm EIN2012-12-31113066459
2011 : ARCADIA MANAGEMENT, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$194,553
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$154,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$147,754
Expenses. Certain deemed distributions of participant loans2011-12-31$4,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$225,358
Value of total assets at end of year2011-12-31$914,721
Value of total assets at beginning of year2011-12-31$874,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,896
Total interest from all sources2011-12-31$1,841
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$16,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$16,401
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$88,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$211,938
Participant contributions at end of year2011-12-31$70,920
Participant contributions at beginning of year2011-12-31$30,544
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$13,420
Administrative expenses (other) incurred2011-12-31$1,896
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$40,218
Value of net assets at end of year (total assets less liabilities)2011-12-31$914,721
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$874,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$812,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$843,959
Interest on participant loans2011-12-31$1,841
Value of interest in common/collective trusts at end of year2011-12-31$7,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$23,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-48,882
Net investment gain or loss from common/collective trusts2011-12-31$-165
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$147,754
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31CERINI AND ASSOCIATES
Accountancy firm EIN2011-12-31113066459
2010 : ARCADIA MANAGEMENT, 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$266,316
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$70,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$60,808
Value of total corrective distributions2010-12-31$6,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$183,807
Value of total assets at end of year2010-12-31$844,023
Value of total assets at beginning of year2010-12-31$678,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,629
Total interest from all sources2010-12-31$774
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$2,288
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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$183,807
Participant contributions at end of year2010-12-31$30,544
Participant contributions at beginning of year2010-12-31$3,210
Other income not declared elsewhere2010-12-31$8,706
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$195,963
Value of net assets at end of year (total assets less liabilities)2010-12-31$844,023
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$678,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$781,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$675,394
Interest on participant loans2010-12-31$774
Value of interest in common/collective trusts at end of year2010-12-31$32,053
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$73,027
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
Income. Dividends from preferred stock2010-12-31$2
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$60,808
Contract administrator fees2010-12-31$341
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31CERINI & ASSOCIATES, LLP
Accountancy firm EIN2010-12-31113066459

Form 5500 Responses for ARCADIA MANAGEMENT, INC. 401(K) PLAN

2022: ARCADIA MANAGEMENT, 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ARCADIA MANAGEMENT, 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ARCADIA MANAGEMENT, 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ARCADIA MANAGEMENT, 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ARCADIA MANAGEMENT, 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ARCADIA MANAGEMENT, 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ARCADIA MANAGEMENT, 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ARCADIA MANAGEMENT, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ARCADIA MANAGEMENT, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ARCADIA MANAGEMENT, 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ARCADIA MANAGEMENT, 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ARCADIA MANAGEMENT, 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ARCADIA MANAGEMENT, 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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-811987
Policy instance 1
Insurance contract or identification numberGA-811987
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,710
Total amount of fees paid to insurance companyUSD $919
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,710
Insurance broker organization code?3
Amount paid for insurance broker fees578
Additional information about fees paid to insurance brokerADMIN/SALES
Insurance broker nameDYATECH, LLC

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