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THE CHOICE FOUNDATION 401K AND PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE CHOICE FOUNDATION 401K AND PROFIT SHARING PLAN
Plan identification number 001

THE CHOICE FOUNDATION 401K AND PROFIT SHARING 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE CHOICE FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:THE CHOICE FOUNDATION
Employer identification number (EIN):202024597
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CHOICE FOUNDATION 401K AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01TRACEY SMITH
0012015-07-01TRACEY SMITH
0012014-07-01TRACEY SMITH
0012013-07-01TRACEY SMITH
0012012-07-01TRACEY SMITH TRACEY SMITH2014-04-03
0012011-07-01TRACEY SMITH

Plan Statistics for THE CHOICE FOUNDATION 401K AND PROFIT SHARING PLAN

401k plan membership statisitcs for THE CHOICE FOUNDATION 401K AND PROFIT SHARING PLAN

Measure Date Value
2019: THE CHOICE FOUNDATION 401K AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01543
Total number of active participants reported on line 7a of the Form 55002019-07-01171
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01393
Total of all active and inactive participants2019-07-01564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-011
Total participants2019-07-01565
Number of participants with account balances2019-07-01565
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: THE CHOICE FOUNDATION 401K AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01495
Total number of active participants reported on line 7a of the Form 55002018-07-01187
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01356
Total of all active and inactive participants2018-07-01543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01543
Number of participants with account balances2018-07-01543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: THE CHOICE FOUNDATION 401K AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01481
Total number of active participants reported on line 7a of the Form 55002017-07-01221
Number of retired or separated participants receiving benefits2017-07-012
Number of other retired or separated participants entitled to future benefits2017-07-01272
Total of all active and inactive participants2017-07-01495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01495
Number of participants with account balances2017-07-01474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: THE CHOICE FOUNDATION 401K AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01476
Total number of active participants reported on line 7a of the Form 55002016-07-01246
Number of retired or separated participants receiving benefits2016-07-012
Number of other retired or separated participants entitled to future benefits2016-07-01233
Total of all active and inactive participants2016-07-01481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01481
Number of participants with account balances2016-07-01481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: THE CHOICE FOUNDATION 401K AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01243
Total number of active participants reported on line 7a of the Form 55002015-07-01248
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01228
Total of all active and inactive participants2015-07-01476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01476
Number of participants with account balances2015-07-01466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: THE CHOICE FOUNDATION 401K AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01371
Total number of active participants reported on line 7a of the Form 55002014-07-01242
Total of all active and inactive participants2014-07-01242
Total participants2014-07-01242
Number of participants with account balances2014-07-01222
2013: THE CHOICE FOUNDATION 401K AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01343
Total number of active participants reported on line 7a of the Form 55002013-07-01265
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01106
Total of all active and inactive participants2013-07-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01371
Number of participants with account balances2013-07-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0175
2012: THE CHOICE FOUNDATION 401K AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01211
Total number of active participants reported on line 7a of the Form 55002012-07-01200
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0194
Total of all active and inactive participants2012-07-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01294
Number of participants with account balances2012-07-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: THE CHOICE FOUNDATION 401K AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01125
Total number of active participants reported on line 7a of the Form 55002011-07-01135
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0148
Total of all active and inactive participants2011-07-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01183
Number of participants with account balances2011-07-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010

Financial Data on THE CHOICE FOUNDATION 401K AND PROFIT SHARING PLAN

Measure Date Value
2020 : THE CHOICE FOUNDATION 401K AND PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-06-30$614,431
Total of all expenses incurred2020-06-30$855,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$818,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$412,425
Value of total assets at end of year2020-06-30$3,558,426
Value of total assets at beginning of year2020-06-30$3,799,837
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$37,340
Total interest from all sources2020-06-30$1,514
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$90,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$90,572
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$220,519
Participant contributions at end of year2020-06-30$37,257
Participant contributions at beginning of year2020-06-30$0
Administrative expenses (other) incurred2020-06-30$28,068
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-241,411
Value of net assets at end of year (total assets less liabilities)2020-06-30$3,558,426
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$3,799,837
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$9,272
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$3,275,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$3,649,915
Value of interest in pooled separate accounts at beginning of year2020-06-30$0
Interest earned on other investments2020-06-30$1,514
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$229,830
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$149,922
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$109,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$191,906
Employer contributions (assets) at end of year2020-06-30$15,408
Employer contributions (assets) at beginning of year2020-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$818,502
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30No
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30LAPORTE, APAC
Accountancy firm EIN2020-06-30721088864
2019 : THE CHOICE FOUNDATION 401K AND PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-06-30$925,910
Total of all expenses incurred2019-06-30$958,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$927,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$736,580
Value of total assets at end of year2019-06-30$3,799,837
Value of total assets at beginning of year2019-06-30$3,832,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$31,067
Total interest from all sources2019-06-30$905
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$7,647
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$7,647
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$188,867
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$131,968
Administrative expenses (other) incurred2019-06-30$22,095
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-32,977
Value of net assets at end of year (total assets less liabilities)2019-06-30$3,799,837
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$3,832,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$8,972
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$3,649,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$0
Value of interest in pooled separate accounts at end of year2019-06-30$0
Value of interest in pooled separate accounts at beginning of year2019-06-30$3,685,957
Interest earned on other investments2019-06-30$905
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$149,922
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$146,857
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$121,850
Net investment gain/loss from pooled separate accounts2019-06-30$58,928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$415,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$927,820
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30LAPORTE, APAC
Accountancy firm EIN2019-06-30721088864
2018 : THE CHOICE FOUNDATION 401K AND PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-06-30$816,353
Total of all expenses incurred2018-06-30$601,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$585,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$600,665
Value of total assets at end of year2018-06-30$3,832,814
Value of total assets at beginning of year2018-06-30$3,618,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$16,060
Total interest from all sources2018-06-30$741
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$190,062
Administrative expenses (other) incurred2018-06-30$6,868
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$214,578
Value of net assets at end of year (total assets less liabilities)2018-06-30$3,832,814
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$3,618,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$9,192
Value of interest in pooled separate accounts at end of year2018-06-30$3,685,957
Value of interest in pooled separate accounts at beginning of year2018-06-30$3,441,647
Interest earned on other investments2018-06-30$741
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$146,857
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$176,589
Net investment gain/loss from pooled separate accounts2018-06-30$214,947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$410,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$585,715
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30LAPORTE, APAC
Accountancy firm EIN2018-06-30721088864
2017 : THE CHOICE FOUNDATION 401K AND PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-06-30$1,034,914
Total of all expenses incurred2017-06-30$294,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$280,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$757,660
Value of total assets at end of year2017-06-30$3,618,236
Value of total assets at beginning of year2017-06-30$2,878,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$14,669
Total interest from all sources2017-06-30$826
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$235,156
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$4,088
Administrative expenses (other) incurred2017-06-30$14,669
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$740,064
Value of net assets at end of year (total assets less liabilities)2017-06-30$3,618,236
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$2,878,172
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in pooled separate accounts at end of year2017-06-30$3,441,647
Value of interest in pooled separate accounts at beginning of year2017-06-30$2,699,583
Interest earned on other investments2017-06-30$826
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$176,589
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$178,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$-827
Net investment gain/loss from pooled separate accounts2017-06-30$277,255
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$518,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$280,181
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30LAPORTE, APAC
Accountancy firm EIN2017-06-30721088864
2016 : THE CHOICE FOUNDATION 401K AND PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$763,559
Total of all expenses incurred2016-06-30$255,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$243,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$728,646
Value of total assets at end of year2016-06-30$2,878,172
Value of total assets at beginning of year2016-06-30$2,370,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$12,520
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$222,541
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$7,128
Other income not declared elsewhere2016-06-30$846
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$508,019
Value of net assets at end of year (total assets less liabilities)2016-06-30$2,878,172
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$2,370,153
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in pooled separate accounts at end of year2016-06-30$2,699,583
Value of interest in pooled separate accounts at beginning of year2016-06-30$2,209,503
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$178,589
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$160,650
Net investment gain/loss from pooled separate accounts2016-06-30$34,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$498,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$243,020
Contract administrator fees2016-06-30$12,520
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30LAPORTE, APAC
Accountancy firm EIN2016-06-30721088864
2015 : THE CHOICE FOUNDATION 401K AND PROFIT SHARING PLAN 2015 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$922,156
Total of all expenses incurred2015-06-30$268,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$257,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$879,013
Value of total assets at end of year2015-06-30$2,370,153
Value of total assets at beginning of year2015-06-30$1,716,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$11,276
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Assets. Real estate other than employer real property at beginning of year2015-06-30$0
Administrative expenses professional fees incurred2015-06-30$3,600
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-06-30$0
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$237,048
Participant contributions at beginning of year2015-06-30$0
Participant contributions at beginning of year2015-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$0
Assets. Loans (other than to participants) at beginning of year2015-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$0
Liabilities. Value of operating payables at beginning of year2015-06-30$0
Total non interest bearing cash at beginning of year2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$653,310
Value of net assets at end of year (total assets less liabilities)2015-06-30$2,370,153
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$1,716,843
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Assets. partnership/joint venture interests at beginning of year2015-06-30$0
Investment advisory and management fees2015-06-30$7,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$0
Value of interest in pooled separate accounts at end of year2015-06-30$2,209,503
Value of interest in pooled separate accounts at beginning of year2015-06-30$1,589,495
Value of interest in master investment trust accounts at beginning of year2015-06-30$0
Value of interest in common/collective trusts at beginning of year2015-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$160,650
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$127,348
Asset value of US Government securities at beginning of year2015-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$43,143
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Assets. Invements in employer securities at beginning of year2015-06-30$0
Assets. Value of employer real property at beginning of year2015-06-30$0
Contributions received in cash from employer2015-06-30$641,965
Employer contributions (assets) at beginning of year2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$257,570
Asset. Corporate debt instrument preferred debt at beginning of year2015-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-06-30$0
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Liabilities. Value of acquisition indebtedness at beginning of year2015-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30LAPORTE, APAC
Accountancy firm EIN2015-06-30721088864
2014 : THE CHOICE FOUNDATION 401K AND PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$0
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total transfer of assets to this plan2014-06-30$0
Total transfer of assets from this plan2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Expenses. Interest paid2014-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-06-30$0
Total income from all sources (including contributions)2014-06-30$878,064
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$250,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$235,404
Expenses. Certain deemed distributions of participant loans2014-06-30$0
Value of total corrective distributions2014-06-30$6,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$703,298
Value of total assets at end of year2014-06-30$1,716,843
Value of total assets at beginning of year2014-06-30$1,089,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$8,074
Total income from rents2014-06-30$0
Total interest from all sources2014-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$0
Assets. Real estate other than employer real property at end of year2014-06-30$0
Assets. Real estate other than employer real property at beginning of year2014-06-30$0
Administrative expenses professional fees incurred2014-06-30$2,450
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-06-30$0
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$224,595
Participant contributions at end of year2014-06-30$0
Participant contributions at beginning of year2014-06-30$0
Participant contributions at end of year2014-06-30$0
Participant contributions at beginning of year2014-06-30$0
Assets. Other investments not covered elsewhere at end of year2014-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$7,309
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$0
Assets. Loans (other than to participants) at end of year2014-06-30$0
Assets. Loans (other than to participants) at beginning of year2014-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$0
Other income not declared elsewhere2014-06-30$584
Administrative expenses (other) incurred2014-06-30$0
Liabilities. Value of operating payables at end of year2014-06-30$0
Liabilities. Value of operating payables at beginning of year2014-06-30$0
Total non interest bearing cash at end of year2014-06-30$0
Total non interest bearing cash at beginning of year2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Income. Non cash contributions2014-06-30$0
Value of net income/loss2014-06-30$627,739
Value of net assets at end of year (total assets less liabilities)2014-06-30$1,716,843
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$1,089,104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Assets. partnership/joint venture interests at end of year2014-06-30$0
Assets. partnership/joint venture interests at beginning of year2014-06-30$0
Investment advisory and management fees2014-06-30$5,624
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$0
Value of interest in pooled separate accounts at end of year2014-06-30$1,589,495
Value of interest in pooled separate accounts at beginning of year2014-06-30$987,855
Interest on participant loans2014-06-30$0
Income. Interest from loans (other than to participants)2014-06-30$0
Interest earned on other investments2014-06-30$0
Income. Interest from US Government securities2014-06-30$0
Income. Interest from corporate debt instruments2014-06-30$0
Value of interest in master investment trust accounts at end of year2014-06-30$0
Value of interest in master investment trust accounts at beginning of year2014-06-30$0
Value of interest in common/collective trusts at end of year2014-06-30$0
Value of interest in common/collective trusts at beginning of year2014-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2014-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$127,348
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$101,249
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Asset value of US Government securities at end of year2014-06-30$0
Asset value of US Government securities at beginning of year2014-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$174,182
Net investment gain or loss from common/collective trusts2014-06-30$0
Net gain/loss from 103.12 investment entities2014-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Assets. Invements in employer securities at end of year2014-06-30$0
Assets. Invements in employer securities at beginning of year2014-06-30$0
Assets. Value of employer real property at end of year2014-06-30$0
Assets. Value of employer real property at beginning of year2014-06-30$0
Contributions received in cash from employer2014-06-30$471,394
Employer contributions (assets) at end of year2014-06-30$0
Employer contributions (assets) at beginning of year2014-06-30$0
Income. Dividends from preferred stock2014-06-30$0
Income. Dividends from common stock2014-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$235,404
Asset. Corporate debt instrument preferred debt at end of year2014-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2014-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-06-30$0
Contract administrator fees2014-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2014-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-06-30$0
Liabilities. Value of benefit claims payable at end of year2014-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-06-30$0
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$0
Aggregate carrying amount (costs) on sale of assets2014-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2014-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30LAPORTE, APAC
Accountancy firm EIN2014-06-30721088864
2013 : THE CHOICE FOUNDATION 401K AND PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$758,630
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$116,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$109,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$700,737
Value of total assets at end of year2013-06-30$1,089,104
Value of total assets at beginning of year2013-06-30$446,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$6,797
Total interest from all sources2013-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$1,850
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$237,390
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$14,636
Other income not declared elsewhere2013-06-30$301
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$642,413
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,089,104
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$446,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$4,947
Value of interest in pooled separate accounts at end of year2013-06-30$987,855
Value of interest in pooled separate accounts at beginning of year2013-06-30$417,456
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$101,249
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$29,235
Net investment gain/loss from pooled separate accounts2013-06-30$57,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$448,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$109,420
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30LAPORTE, APAC
Accountancy firm EIN2013-06-30721088864
2012 : THE CHOICE FOUNDATION 401K AND PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$460,024
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$13,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$10,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$443,764
Value of total assets at end of year2012-06-30$446,691
Value of total assets at beginning of year2012-06-30$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$2,376
Total interest from all sources2012-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Administrative expenses professional fees incurred2012-06-30$300
Was this plan covered by a fidelity bond2012-06-30No
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$146,849
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$5,568
Other income not declared elsewhere2012-06-30$79
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$446,691
Value of net assets at end of year (total assets less liabilities)2012-06-30$446,691
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$2,076
Value of interest in pooled separate accounts at end of year2012-06-30$417,456
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$29,235
Net investment gain/loss from pooled separate accounts2012-06-30$16,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$291,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$10,957
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30LAPORTE, APAC
Accountancy firm EIN2012-06-30721088864

Form 5500 Responses for THE CHOICE FOUNDATION 401K AND PROFIT SHARING PLAN

2019: THE CHOICE FOUNDATION 401K AND PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedYes
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: THE CHOICE FOUNDATION 401K AND PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: THE CHOICE FOUNDATION 401K AND PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: THE CHOICE FOUNDATION 401K AND PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: THE CHOICE FOUNDATION 401K AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: THE CHOICE FOUNDATION 401K AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: THE CHOICE FOUNDATION 401K AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: THE CHOICE FOUNDATION 401K AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: THE CHOICE FOUNDATION 401K AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01First time form 5500 has been submittedYes
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513319
Policy instance 1
Insurance contract or identification number513319
Number of Individuals Covered565
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513319
Policy instance 2
Insurance contract or identification number513319
Number of Individuals Covered0
Insurance policy start date2018-11-05
Insurance policy end date2019-06-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802554
Policy instance 1
Insurance contract or identification number802554
Number of Individuals Covered0
Insurance policy start date2018-07-01
Insurance policy end date2018-11-05
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802554
Policy instance 1
Insurance contract or identification number802554
Number of Individuals Covered474
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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