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THE BOYS & GIRLS CLUB OF PALM BEACH COUNTY 401(K) PLAN 401k Plan overview

Plan NameTHE BOYS & GIRLS CLUB OF PALM BEACH COUNTY 401(K) PLAN
Plan identification number 001

THE BOYS & GIRLS CLUB OF PALM BEACH COUNTY 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.
  • 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 BOYS & GIRLS CLUB OF PALM BEACH COUNTY has sponsored the creation of one or more 401k plans.

Company Name:THE BOYS & GIRLS CLUB OF PALM BEACH COUNTY
Employer identification number (EIN):237060561
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BOYS & GIRLS CLUB OF PALM BEACH COUNTY 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
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-07-01
0012014-07-01
0012013-07-01
0012012-07-01TAMARA ANTON
0012011-07-01TAMMY ANTON
0012010-07-01TAMMY ANTON
0012009-07-01TAMMY ANTON

Plan Statistics for THE BOYS & GIRLS CLUB OF PALM BEACH COUNTY 401(K) PLAN

401k plan membership statisitcs for THE BOYS & GIRLS CLUB OF PALM BEACH COUNTY 401(K) PLAN

Measure Date Value
2022: THE BOYS & GIRLS CLUB OF PALM BEACH COUNTY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01188
Total number of active participants reported on line 7a of the Form 55002022-01-0191
Number of retired or separated participants receiving benefits2022-01-019
Number of other retired or separated participants entitled to future benefits2022-01-0147
Total of all active and inactive participants2022-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01147
Number of participants with account balances2022-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0115
2021: THE BOYS & GIRLS CLUB OF PALM BEACH COUNTY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01157
Total number of active participants reported on line 7a of the Form 55002021-01-0187
Number of retired or separated participants receiving benefits2021-01-0110
Number of other retired or separated participants entitled to future benefits2021-01-0168
Total of all active and inactive participants2021-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01165
Number of participants with account balances2021-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE BOYS & GIRLS CLUB OF PALM BEACH COUNTY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01122
Total number of active participants reported on line 7a of the Form 55002020-01-0197
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-0138
Total of all active and inactive participants2020-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01139
Number of participants with account balances2020-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2013: THE BOYS & GIRLS CLUB OF PALM BEACH COUNTY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01113
Total number of active participants reported on line 7a of the Form 55002013-07-0172
Number of other retired or separated participants entitled to future benefits2013-07-0117
Total of all active and inactive participants2013-07-0189
Total participants2013-07-0189
Number of participants with account balances2013-07-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-011
2012: THE BOYS & GIRLS CLUB OF PALM BEACH COUNTY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01107
Total number of active participants reported on line 7a of the Form 55002012-07-0175
Number of other retired or separated participants entitled to future benefits2012-07-0123
Total of all active and inactive participants2012-07-0198
Total participants2012-07-0198
Number of participants with account balances2012-07-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: THE BOYS & GIRLS CLUB OF PALM BEACH COUNTY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01138
Total number of active participants reported on line 7a of the Form 55002011-07-0185
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0114
Total of all active and inactive participants2011-07-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-0199
Number of participants with account balances2011-07-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: THE BOYS & GIRLS CLUB OF PALM BEACH COUNTY 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01112
Total number of active participants reported on line 7a of the Form 55002010-07-0178
Number of other retired or separated participants entitled to future benefits2010-07-0149
Total of all active and inactive participants2010-07-01127
Total participants2010-07-01127
Number of participants with account balances2010-07-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-012
2009: THE BOYS & GIRLS CLUB OF PALM BEACH COUNTY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01122
Total number of active participants reported on line 7a of the Form 55002009-07-0177
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0135
Total of all active and inactive participants2009-07-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01112
Number of participants with account balances2009-07-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-015

Financial Data on THE BOYS & GIRLS CLUB OF PALM BEACH COUNTY 401(K) PLAN

Measure Date Value
2022 : THE BOYS & GIRLS CLUB OF PALM BEACH COUNTY 401(K) PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,300
Total income from all sources (including contributions)2022-12-31$-180,183
Total of all expenses incurred2022-12-31$951,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$937,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$351,809
Value of total assets at end of year2022-12-31$1,886,775
Value of total assets at beginning of year2022-12-31$3,015,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$13,933
Total interest from all sources2022-12-31$1,716
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$190,449
Participant contributions at end of year2022-12-31$14,891
Participant contributions at beginning of year2022-12-31$37,526
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,421
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$2,300
Total non interest bearing cash at end of year2022-12-31$1,747
Total non interest bearing cash at beginning of year2022-12-31$367
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,131,308
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,884,475
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,015,783
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 pooled separate accounts at end of year2022-12-31$1,866,502
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,958,620
Interest on participant loans2022-12-31$1,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-533,708
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$155,939
Employer contributions (assets) at end of year2022-12-31$3,635
Employer contributions (assets) at beginning of year2022-12-31$19,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$937,192
Contract administrator fees2022-12-31$13,933
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 name2022-12-31TEMPLETON & COMPANY, LLP
Accountancy firm EIN2022-12-31141918990
2021 : THE BOYS & GIRLS CLUB OF PALM BEACH COUNTY 401(K) PLAN 2021 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$59
Total income from all sources (including contributions)2021-12-31$642,320
Total of all expenses incurred2021-12-31$114,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$113,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$353,197
Value of total assets at end of year2021-12-31$3,015,783
Value of total assets at beginning of year2021-12-31$2,488,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$952
Total interest from all sources2021-12-31$1,904
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
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$211,985
Participant contributions at end of year2021-12-31$37,526
Participant contributions at beginning of year2021-12-31$33,942
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$59
Total non interest bearing cash at end of year2021-12-31$367
Total non interest bearing cash at beginning of year2021-12-31$1,121
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$527,463
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,015,783
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,488,320
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 pooled separate accounts at end of year2021-12-31$2,958,620
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,441,946
Interest on participant loans2021-12-31$1,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$287,219
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$141,212
Employer contributions (assets) at end of year2021-12-31$19,270
Employer contributions (assets) at beginning of year2021-12-31$11,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$113,905
Contract administrator fees2021-12-31$952
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31TEMPLETON & COMPANY, LLP
Accountancy firm EIN2021-12-31141918990
2020 : THE BOYS & GIRLS CLUB OF PALM BEACH COUNTY 401(K) PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$59
Total income from all sources (including contributions)2020-12-31$632,306
Total of all expenses incurred2020-12-31$94,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$94,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$308,186
Value of total assets at end of year2020-12-31$2,488,379
Value of total assets at beginning of year2020-12-31$1,950,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$140
Total interest from all sources2020-12-31$2,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
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$173,763
Participant contributions at end of year2020-12-31$33,942
Participant contributions at beginning of year2020-12-31$38,759
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$8,575
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$59
Total non interest bearing cash at end of year2020-12-31$1,121
Total non interest bearing cash at beginning of year2020-12-31$365
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$537,549
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,488,320
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,950,771
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 pooled separate accounts at end of year2020-12-31$2,441,946
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,911,647
Interest on participant loans2020-12-31$2,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$321,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$125,848
Employer contributions (assets) at end of year2020-12-31$11,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$94,617
Contract administrator fees2020-12-31$140
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 name2020-12-31TEMPLETON & COMPANY, LLP
Accountancy firm EIN2020-12-31141918990
2014 : THE BOYS & GIRLS CLUB OF PALM BEACH COUNTY 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$479,953
Total of all expenses incurred2014-06-30$245,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$242,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$188,382
Value of total assets at end of year2014-06-30$2,346,179
Value of total assets at beginning of year2014-06-30$2,111,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$2,875
Total interest from all sources2014-06-30$3,848
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$40,000
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$116,368
Participant contributions at end of year2014-06-30$79,409
Participant contributions at beginning of year2014-06-30$94,934
Participant contributions at beginning of year2014-06-30$2,666
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
Value of net income/loss2014-06-30$234,794
Value of net assets at end of year (total assets less liabilities)2014-06-30$2,346,179
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$2,111,385
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$2,266,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$2,012,315
Interest on participant loans2014-06-30$3,848
Net investment gain/loss from pooled separate accounts2014-06-30$287,723
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
Contributions received in cash from employer2014-06-30$72,014
Employer contributions (assets) at end of year2014-06-30$104
Employer contributions (assets) at beginning of year2014-06-30$1,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$242,284
Contract administrator fees2014-06-30$2,875
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
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 name2014-06-30TEMPLETON & COMPANY
Accountancy firm EIN2014-06-30141918990
2013 : THE BOYS & GIRLS CLUB OF PALM BEACH COUNTY 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$403,261
Total of all expenses incurred2013-06-30$77,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$74,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$214,841
Value of total assets at end of year2013-06-30$2,111,385
Value of total assets at beginning of year2013-06-30$1,785,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$2,867
Total interest from all sources2013-06-30$2,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$40,000
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$141,596
Participant contributions at end of year2013-06-30$94,934
Participant contributions at beginning of year2013-06-30$50,580
Participant contributions at end of year2013-06-30$2,666
Participant contributions at beginning of year2013-06-30$3,796
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$325,846
Value of net assets at end of year (total assets less liabilities)2013-06-30$2,111,385
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$1,785,539
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$2,012,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$1,728,293
Interest on participant loans2013-06-30$2,975
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$185,445
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$73,245
Employer contributions (assets) at end of year2013-06-30$1,470
Employer contributions (assets) at beginning of year2013-06-30$2,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$74,548
Contract administrator fees2013-06-30$2,867
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 name2013-06-30TEMPLETON & COMPANY
Accountancy firm EIN2013-06-30141918990
2012 : THE BOYS & GIRLS CLUB OF PALM BEACH COUNTY 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-06-30$172,003
Total of all expenses incurred2012-06-30$170,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$167,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$206,873
Value of total assets at end of year2012-06-30$1,785,539
Value of total assets at beginning of year2012-06-30$1,784,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$3,399
Total interest from all sources2012-06-30$1,712
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$40,000
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$106,507
Participant contributions at end of year2012-06-30$50,580
Participant contributions at beginning of year2012-06-30$68,079
Participant contributions at end of year2012-06-30$3,796
Participant contributions at beginning of year2012-06-30$5,022
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$1,180
Value of net assets at end of year (total assets less liabilities)2012-06-30$1,785,539
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$1,784,359
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$1,728,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$1,486,928
Interest on participant loans2012-06-30$1,712
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$220,151
Net investment gain/loss from pooled separate accounts2012-06-30$-36,582
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
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$100,366
Employer contributions (assets) at end of year2012-06-30$2,870
Employer contributions (assets) at beginning of year2012-06-30$4,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$167,424
Contract administrator fees2012-06-30$3,399
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 name2012-06-30TEMPLETON & COMPANY
Accountancy firm EIN2012-06-30141918990
2011 : THE BOYS & GIRLS CLUB OF PALM BEACH COUNTY 401(K) PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$856
Total income from all sources (including contributions)2011-06-30$508,345
Total of all expenses incurred2011-06-30$79,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$78,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$231,143
Value of total assets at end of year2011-06-30$1,784,359
Value of total assets at beginning of year2011-06-30$1,356,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$953
Total interest from all sources2011-06-30$3,011
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$40,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$107,579
Participant contributions at end of year2011-06-30$68,079
Participant contributions at beginning of year2011-06-30$67,978
Participant contributions at end of year2011-06-30$5,022
Participant contributions at beginning of year2011-06-30$3,193
Assets. Other investments not covered elsewhere at end of year2011-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$856
Administrative expenses (other) incurred2011-06-30$953
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$428,418
Value of net assets at end of year (total assets less liabilities)2011-06-30$1,784,359
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,355,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$1,486,928
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,095,822
Interest on participant loans2011-06-30$3,011
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$220,151
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$186,770
Net investment gain/loss from pooled separate accounts2011-06-30$274,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$123,564
Employer contributions (assets) at end of year2011-06-30$4,179
Employer contributions (assets) at beginning of year2011-06-30$3,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$78,974
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30TEMPLETON & COMPANY
Accountancy firm EIN2011-06-30141918990
2010 : THE BOYS & GIRLS CLUB OF PALM BEACH COUNTY 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-06-30$0
Total unrealized appreciation/depreciation of assets2010-06-30$0
Total transfer of assets to this plan2010-06-30$0
Total transfer of assets from this plan2010-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-06-30$0
Total income from all sources (including contributions)2010-06-30$331,641
Total loss/gain on sale of assets2010-06-30$0
Total of all expenses incurred2010-06-30$83,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-06-30$81,925
Expenses. Certain deemed distributions of participant loans2010-06-30$0
Value of total corrective distributions2010-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-06-30$191,898
Value of total assets at end of year2010-06-30$1,349,714
Value of total assets at beginning of year2010-06-30$1,101,858
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-06-30$1,860
Total interest from all sources2010-06-30$6,478
Total dividends received (eg from common stock, registered investment company shares)2010-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-06-30No
Was this plan covered by a fidelity bond2010-06-30Yes
Value of fidelity bond cover2010-06-30$40,000
If this is an individual account plan, was there a blackout period2010-06-30No
Were there any nonexempt tranactions with any party-in-interest2010-06-30No
Contributions received from participants2010-06-30$87,168
Participant contributions at end of year2010-06-30$67,978
Participant contributions at beginning of year2010-06-30$34,603
Assets. Other investments not covered elsewhere at end of year2010-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2010-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2010-06-30$0
Other income not declared elsewhere2010-06-30$0
Administrative expenses (other) incurred2010-06-30$1,860
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-06-30No
Value of net income/loss2010-06-30$247,856
Value of net assets at end of year (total assets less liabilities)2010-06-30$1,349,714
Value of net assets at beginning of year (total assets less liabilities)2010-06-30$1,101,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2010-06-30No
Were any leases to which the plan was party in default or uncollectible2010-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-06-30$1,095,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-06-30$925,330
Value of interest in pooled separate accounts at end of year2010-06-30$0
Value of interest in pooled separate accounts at beginning of year2010-06-30$0
Interest on participant loans2010-06-30$1,573
Interest earned on other investments2010-06-30$4,905
Value of interest in common/collective trusts at end of year2010-06-30$0
Value of interest in common/collective trusts at beginning of year2010-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-06-30$185,914
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-06-30$141,925
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-06-30$0
Net investment gain/loss from pooled separate accounts2010-06-30$133,265
Net investment gain or loss from common/collective trusts2010-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-06-30No
Was there a failure to transmit to the plan any participant contributions2010-06-30No
Has the plan failed to provide any benefit when due under the plan2010-06-30No
Assets. Invements in employer securities at end of year2010-06-30$0
Assets. Invements in employer securities at beginning of year2010-06-30$0
Contributions received in cash from employer2010-06-30$104,730
Income. Dividends from common stock2010-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-06-30$81,925
Asset. Corporate debt instrument debt (other) at end of year2010-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2010-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-06-30$0
Did the plan have assets held for investment2010-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-06-30Yes
Opinion of an independent qualified public accountant for this plan2010-06-30Unqualified
Accountancy firm name2010-06-30TEMPLETON & COMPANY
Accountancy firm EIN2010-06-30141918990

Form 5500 Responses for THE BOYS & GIRLS CLUB OF PALM BEACH COUNTY 401(K) PLAN

2022: THE BOYS & GIRLS CLUB OF PALM BEACH COUNTY 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE BOYS & GIRLS CLUB OF PALM BEACH COUNTY 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE BOYS & GIRLS CLUB OF PALM BEACH COUNTY 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2013: THE BOYS & GIRLS CLUB OF PALM BEACH COUNTY 401(K) 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 - TrustYes
2012: THE BOYS & GIRLS CLUB OF PALM BEACH COUNTY 401(K) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: THE BOYS & GIRLS CLUB OF PALM BEACH COUNTY 401(K) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: THE BOYS & GIRLS CLUB OF PALM BEACH COUNTY 401(K) PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: THE BOYS & GIRLS CLUB OF PALM BEACH COUNTY 401(K) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
Number of Individuals Covered129
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,332
Amount paid for insurance broker fees10332
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
Number of Individuals Covered146
Total amount of fees paid to insurance companyUSD $4,125
Amount paid for insurance broker fees4125
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
Number of Individuals Covered120
Total amount of fees paid to insurance companyUSD $2,279
Amount paid for insurance broker fees2279
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number101637
Policy instance 1
Insurance contract or identification number101637
Number of Individuals Covered101
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $5,851
Total amount of fees paid to insurance companyUSD $1,023
Commission paid to Insurance BrokerUSD $5,851
Insurance broker organization code?3
Amount paid for insurance broker fees1023
Insurance broker nameTHE PENSION STUDIO
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number101637
Policy instance 1
Insurance contract or identification number101637
Number of Individuals Covered113
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $5,716
Total amount of fees paid to insurance companyUSD $2,411
Commission paid to Insurance BrokerUSD $5,716
Amount paid for insurance broker fees910
Additional information about fees paid to insurance brokerOTHER ALLOWANCES
Insurance broker organization code?3
Insurance broker nameTHE PENSION STUDIO
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number101637
Policy instance 1
Insurance contract or identification number101637
Number of Individuals Covered109
Insurance policy start date2011-07-05
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $13,927
Total amount of fees paid to insurance companyUSD $1,263
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-022779
Policy instance 1
Insurance contract or identification numberGA-022779
Number of Individuals Covered0
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $4,399
Total amount of fees paid to insurance companyUSD $1,177
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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