401k Plan data: COMMUNITY FRIENDSHIP MATCHING PLAN plan

COMMUNITY FRIENDSHIP MATCHING PLAN 401k Plan overview

Plan Name	COMMUNITY FRIENDSHIP MATCHING PLAN
Plan identification number	001

COMMUNITY FRIENDSHIP MATCHING PLAN Benefits

401k Plan Type

Defined 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
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

COMMUNITY FRIENDSHIP, INC. has sponsored the creation of one or more 401k plans.

Company Name: COMMUNITY FRIENDSHIP, INC.

Employer identification number (EIN): 237128309

NAIC Classification: 621330
NAIC Description: Offices of Mental Health Practitioners (except Physicians)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY FRIENDSHIP MATCHING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01
001 2016-07-01 DEBBIE HENDERSON-CLARK
001 2015-07-01 DEBBIE HENDERSON
001 2015-07-01 DEBBIE HENDERSON
001 2014-07-01 DEBBIE HENDERSON
001 2013-07-01 DEBBIE HENDERSON
001 2012-07-01 DEBBIE HENDERSON
001 2011-07-01 DEBBIE HENDERSON DEBBIE HENDERSON 2013-02-15
001 2009-07-01 DEBBIE HENDERSON DEBBIE HENDERSON 2011-06-21
001 2009-07-01 DEBBIE HENDERSON
001 2009-07-01 DEBBIE HENDERSON DEBBIE HENDERSON 2011-06-21
001 2009-07-01 DEBBIE HENDERSON DEBBIE HENDERSON 2011-09-01
001 2009-07-01 DEBBIE HENDERSON DEBBIE HENDERSON 2011-06-21

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-07-01
001	2021-07-01
001	2020-07-01
001	2019-07-01
001	2018-07-01
001	2017-07-01
001	2016-07-01	DEBBIE HENDERSON-CLARK
001	2015-07-01	DEBBIE HENDERSON
001	2015-07-01	DEBBIE HENDERSON
001	2014-07-01	DEBBIE HENDERSON
001	2013-07-01	DEBBIE HENDERSON
001	2012-07-01	DEBBIE HENDERSON
001	2011-07-01	DEBBIE HENDERSON	DEBBIE HENDERSON	2013-02-15
001	2009-07-01	DEBBIE HENDERSON	DEBBIE HENDERSON	2011-06-21
001	2009-07-01	DEBBIE HENDERSON
001	2009-07-01	DEBBIE HENDERSON	DEBBIE HENDERSON	2011-06-21
001	2009-07-01	DEBBIE HENDERSON	DEBBIE HENDERSON	2011-09-01
001	2009-07-01	DEBBIE HENDERSON	DEBBIE HENDERSON	2011-06-21

Plan Statistics for COMMUNITY FRIENDSHIP MATCHING PLAN

401k plan membership statisitcs for COMMUNITY FRIENDSHIP MATCHING PLAN

Measure Date Value
2022: COMMUNITY FRIENDSHIP MATCHING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 139
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 111
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 21
Total of all active and inactive participants 2022-07-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 132
Number of participants with account balances 2022-07-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 0
2021: COMMUNITY FRIENDSHIP MATCHING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 119
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 115
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 24
Total of all active and inactive participants 2021-07-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 139
Number of participants with account balances 2021-07-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 12
2020: COMMUNITY FRIENDSHIP MATCHING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 142
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 118
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 6
Total of all active and inactive participants 2020-07-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 124
Number of participants with account balances 2020-07-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: COMMUNITY FRIENDSHIP MATCHING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 150
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 136
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 6
Total of all active and inactive participants 2019-07-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 142
Number of participants with account balances 2019-07-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: COMMUNITY FRIENDSHIP MATCHING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 190
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 150
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 0
Total of all active and inactive participants 2018-07-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 71
Total participants 2018-07-01 221
Number of participants with account balances 2018-07-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: COMMUNITY FRIENDSHIP MATCHING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 184
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 64
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 7
Total of all active and inactive participants 2017-07-01 71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 71
Number of participants with account balances 2017-07-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: COMMUNITY FRIENDSHIP MATCHING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 157
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 184
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 8
Total of all active and inactive participants 2016-07-01 192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 192
Number of participants with account balances 2016-07-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: COMMUNITY FRIENDSHIP MATCHING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 151
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 151
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 6
Total of all active and inactive participants 2015-07-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 157
Number of participants with account balances 2015-07-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: COMMUNITY FRIENDSHIP MATCHING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 68
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 63
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 4
Total of all active and inactive participants 2014-07-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 67
Number of participants with account balances 2014-07-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: COMMUNITY FRIENDSHIP MATCHING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 125
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 116
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 3
Total of all active and inactive participants 2013-07-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 119
Number of participants with account balances 2013-07-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: COMMUNITY FRIENDSHIP MATCHING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 181
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 71
Number of other retired or separated participants entitled to future benefits 2012-07-01 3
Total of all active and inactive participants 2012-07-01 74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 74
Number of participants with account balances 2012-07-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: COMMUNITY FRIENDSHIP MATCHING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 152
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 153
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 28
Total of all active and inactive participants 2011-07-01 181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 181
Number of participants with account balances 2011-07-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2009: COMMUNITY FRIENDSHIP MATCHING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 143
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 148
Number of retired or separated participants receiving benefits 2009-07-01 1
Number of other retired or separated participants entitled to future benefits 2009-07-01 0
Total of all active and inactive participants 2009-07-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 149
Number of participants with account balances 2009-07-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2022: COMMUNITY FRIENDSHIP MATCHING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	139
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	111
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	21
Total of all active and inactive participants	2022-07-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	132
Number of participants with account balances	2022-07-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	0
2021: COMMUNITY FRIENDSHIP MATCHING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	119
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	115
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	24
Total of all active and inactive participants	2021-07-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	139
Number of participants with account balances	2021-07-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	12
2020: COMMUNITY FRIENDSHIP MATCHING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	142
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	118
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	6
Total of all active and inactive participants	2020-07-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	124
Number of participants with account balances	2020-07-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: COMMUNITY FRIENDSHIP MATCHING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	150
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	136
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	6
Total of all active and inactive participants	2019-07-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	142
Number of participants with account balances	2019-07-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: COMMUNITY FRIENDSHIP MATCHING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	190
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	150
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	0
Total of all active and inactive participants	2018-07-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	71
Total participants	2018-07-01	221
Number of participants with account balances	2018-07-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: COMMUNITY FRIENDSHIP MATCHING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	184
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	64
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	7
Total of all active and inactive participants	2017-07-01	71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	71
Number of participants with account balances	2017-07-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: COMMUNITY FRIENDSHIP MATCHING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	157
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	184
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	8
Total of all active and inactive participants	2016-07-01	192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	192
Number of participants with account balances	2016-07-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: COMMUNITY FRIENDSHIP MATCHING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	151
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	151
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	6
Total of all active and inactive participants	2015-07-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	157
Number of participants with account balances	2015-07-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: COMMUNITY FRIENDSHIP MATCHING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	68
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	63
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	4
Total of all active and inactive participants	2014-07-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	67
Number of participants with account balances	2014-07-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: COMMUNITY FRIENDSHIP MATCHING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	125
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	116
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	3
Total of all active and inactive participants	2013-07-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	119
Number of participants with account balances	2013-07-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: COMMUNITY FRIENDSHIP MATCHING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	181
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	71
Number of other retired or separated participants entitled to future benefits	2012-07-01	3
Total of all active and inactive participants	2012-07-01	74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	74
Number of participants with account balances	2012-07-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: COMMUNITY FRIENDSHIP MATCHING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	152
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	153
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	28
Total of all active and inactive participants	2011-07-01	181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	181
Number of participants with account balances	2011-07-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2009: COMMUNITY FRIENDSHIP MATCHING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	143
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	148
Number of retired or separated participants receiving benefits	2009-07-01	1
Number of other retired or separated participants entitled to future benefits	2009-07-01	0
Total of all active and inactive participants	2009-07-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	149
Number of participants with account balances	2009-07-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on COMMUNITY FRIENDSHIP MATCHING PLAN

Measure	Date	Value
2023 : COMMUNITY FRIENDSHIP MATCHING PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets	2023-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2023-06-30	$0
Total unrealized appreciation/depreciation of assets	2023-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Expenses. Interest paid	2023-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2023-06-30	$0
Total income from all sources (including contributions)	2023-06-30	$513,780
Total loss/gain on sale of assets	2023-06-30	$0
Total of all expenses incurred	2023-06-30	$190,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$185,307
Expenses. Certain deemed distributions of participant loans	2023-06-30	$2,157
Value of total corrective distributions	2023-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$150,265
Value of total assets at end of year	2023-06-30	$4,793,277
Value of total assets at beginning of year	2023-06-30	$4,469,948
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$2,987
Total income from rents	2023-06-30	$0
Total interest from all sources	2023-06-30	$41,304
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-06-30	$0
Assets. Real estate other than employer real property at end of year	2023-06-30	$0
Assets. Real estate other than employer real property at beginning of year	2023-06-30	$0
Administrative expenses professional fees incurred	2023-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2023-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2023-06-30	$0
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$88,873
Participant contributions at end of year	2023-06-30	$146,139
Participant contributions at beginning of year	2023-06-30	$121,186
Participant contributions at end of year	2023-06-30	$0
Participant contributions at beginning of year	2023-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2023-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2023-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-06-30	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-06-30	$0
Assets. Loans (other than to participants) at end of year	2023-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2023-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-06-30	$0
Other income not declared elsewhere	2023-06-30	$0
Administrative expenses (other) incurred	2023-06-30	$0
Total non interest bearing cash at end of year	2023-06-30	$0
Total non interest bearing cash at beginning of year	2023-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Income. Non cash contributions	2023-06-30	$0
Value of net income/loss	2023-06-30	$323,329
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$4,793,277
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$4,469,948
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Assets. partnership/joint venture interests at end of year	2023-06-30	$0
Assets. partnership/joint venture interests at beginning of year	2023-06-30	$0
Investment advisory and management fees	2023-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$3,524,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$3,228,651
Interest on participant loans	2023-06-30	$4,280
Income. Interest from loans (other than to participants)	2023-06-30	$0
Interest earned on other investments	2023-06-30	$37,024
Income. Interest from US Government securities	2023-06-30	$0
Income. Interest from corporate debt instruments	2023-06-30	$0
Value of interest in master investment trust accounts at end of year	2023-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2023-06-30	$0
Value of interest in common/collective trusts at end of year	2023-06-30	$0
Value of interest in common/collective trusts at beginning of year	2023-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-06-30	$0
Assets. Value of investments in 103.12 investment entities at end of year	2023-06-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2023-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-06-30	$1,122,290
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-06-30	$1,120,111
Expenses. Payments to insurance carriers foe the provision of benefits	2023-06-30	$0
Asset value of US Government securities at end of year	2023-06-30	$0
Asset value of US Government securities at beginning of year	2023-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$322,211
Net investment gain or loss from common/collective trusts	2023-06-30	$0
Net gain/loss from 103.12 investment entities	2023-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	No
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Assets. Invements in employer securities at end of year	2023-06-30	$0
Assets. Invements in employer securities at beginning of year	2023-06-30	$0
Assets. Value of employer real property at end of year	2023-06-30	$0
Assets. Value of employer real property at beginning of year	2023-06-30	$0
Contributions received in cash from employer	2023-06-30	$61,392
Employer contributions (assets) at end of year	2023-06-30	$0
Employer contributions (assets) at beginning of year	2023-06-30	$0
Income. Dividends from preferred stock	2023-06-30	$0
Income. Dividends from common stock	2023-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$185,307
Asset. Corporate debt instrument preferred debt at end of year	2023-06-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2023-06-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2023-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2023-06-30	$0
Contract administrator fees	2023-06-30	$2,987
Assets. Corporate common stocks other than exployer securities at end of year	2023-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-06-30	$0
Liabilities. Value of benefit claims payable at end of year	2023-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2023-06-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2023-06-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2023-06-30	$0
Did the plan have assets held for investment	2023-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Aggregate proceeds on sale of assets	2023-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2023-06-30	$0
Liabilities. Value of acquisition indebtedness at end of year	2023-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2023-06-30	$0
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	FORRESTALL CPAS
Accountancy firm EIN	2023-06-30	582412540
2022 : COMMUNITY FRIENDSHIP MATCHING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-06-30	$0
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Expenses. Interest paid	2022-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-401,735
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$376,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$364,476
Expenses. Certain deemed distributions of participant loans	2022-06-30	$9,501
Value of total corrective distributions	2022-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$177,445
Value of total assets at end of year	2022-06-30	$4,469,948
Value of total assets at beginning of year	2022-06-30	$5,248,248
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$2,588
Total income from rents	2022-06-30	$0
Total interest from all sources	2022-06-30	$41,440
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$0
Assets. Real estate other than employer real property at end of year	2022-06-30	$0
Assets. Real estate other than employer real property at beginning of year	2022-06-30	$0
Administrative expenses professional fees incurred	2022-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-06-30	$0
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$108,105
Participant contributions at end of year	2022-06-30	$121,186
Participant contributions at beginning of year	2022-06-30	$144,832
Participant contributions at end of year	2022-06-30	$0
Participant contributions at beginning of year	2022-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2022-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-06-30	$0
Assets. Loans (other than to participants) at end of year	2022-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2022-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-06-30	$0
Other income not declared elsewhere	2022-06-30	$-3,160
Administrative expenses (other) incurred	2022-06-30	$1,402
Total non interest bearing cash at end of year	2022-06-30	$0
Total non interest bearing cash at beginning of year	2022-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Income. Non cash contributions	2022-06-30	$0
Value of net income/loss	2022-06-30	$-778,300
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$4,469,948
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$5,248,248
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Assets. partnership/joint venture interests at end of year	2022-06-30	$0
Assets. partnership/joint venture interests at beginning of year	2022-06-30	$0
Investment advisory and management fees	2022-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$3,228,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$3,944,215
Interest on participant loans	2022-06-30	$4,565
Income. Interest from loans (other than to participants)	2022-06-30	$0
Interest earned on other investments	2022-06-30	$36,875
Income. Interest from US Government securities	2022-06-30	$0
Income. Interest from corporate debt instruments	2022-06-30	$0
Value of interest in master investment trust accounts at end of year	2022-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2022-06-30	$0
Value of interest in common/collective trusts at end of year	2022-06-30	$0
Value of interest in common/collective trusts at beginning of year	2022-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-06-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$1,120,111
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$1,159,201
Expenses. Payments to insurance carriers foe the provision of benefits	2022-06-30	$0
Asset value of US Government securities at end of year	2022-06-30	$0
Asset value of US Government securities at beginning of year	2022-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-69,529
Net investment gain/loss from pooled separate accounts	2022-06-30	$-547,931
Net investment gain or loss from common/collective trusts	2022-06-30	$0
Net gain/loss from 103.12 investment entities	2022-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Assets. Invements in employer securities at end of year	2022-06-30	$0
Assets. Invements in employer securities at beginning of year	2022-06-30	$0
Assets. Value of employer real property at end of year	2022-06-30	$0
Assets. Value of employer real property at beginning of year	2022-06-30	$0
Contributions received in cash from employer	2022-06-30	$69,340
Employer contributions (assets) at end of year	2022-06-30	$0
Employer contributions (assets) at beginning of year	2022-06-30	$0
Income. Dividends from preferred stock	2022-06-30	$0
Income. Dividends from common stock	2022-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$364,476
Asset. Corporate debt instrument preferred debt at end of year	2022-06-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-06-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-06-30	$0
Contract administrator fees	2022-06-30	$1,186
Assets. Corporate common stocks other than exployer securities at end of year	2022-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-06-30	$0
Liabilities. Value of benefit claims payable at end of year	2022-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-06-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-06-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-06-30	$0
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Aggregate proceeds on sale of assets	2022-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2022-06-30	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-06-30	$0
2021 : COMMUNITY FRIENDSHIP MATCHING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$1,069,472
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$74,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$67,170
Value of total corrective distributions	2021-06-30	$4,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$172,427
Value of total assets at end of year	2021-06-30	$5,248,248
Value of total assets at beginning of year	2021-06-30	$4,253,739
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$3,245
Total interest from all sources	2021-06-30	$43,215
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$105,235
Participant contributions at end of year	2021-06-30	$144,832
Participant contributions at beginning of year	2021-06-30	$151,427
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$0
Administrative expenses (other) incurred	2021-06-30	$2,695
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$994,509
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$5,248,248
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$4,253,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$3,944,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$2,966,085
Interest on participant loans	2021-06-30	$5,114
Interest earned on other investments	2021-06-30	$38,101
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$1,159,201
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$1,136,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$119,731
Net investment gain/loss from pooled separate accounts	2021-06-30	$734,099
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$67,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$67,170
Contract administrator fees	2021-06-30	$550
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	FORRESTALL CPAS, LLC
Accountancy firm EIN	2021-06-30	582412540
2020 : COMMUNITY FRIENDSHIP MATCHING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$305,698
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$161,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$153,884
Value of total corrective distributions	2020-06-30	$4,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$198,940
Value of total assets at end of year	2020-06-30	$4,253,739
Value of total assets at beginning of year	2020-06-30	$4,110,030
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$3,726
Total interest from all sources	2020-06-30	$42,546
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$116,624
Participant contributions at end of year	2020-06-30	$151,427
Participant contributions at beginning of year	2020-06-30	$176,696
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$5,877
Administrative expenses (other) incurred	2020-06-30	$3,101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$143,709
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$4,253,739
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$4,110,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$2,966,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$2,910,912
Interest on participant loans	2020-06-30	$6,027
Interest earned on other investments	2020-06-30	$36,519
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$1,136,227
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$1,022,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$16,854
Net investment gain/loss from pooled separate accounts	2020-06-30	$47,358
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$76,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$153,884
Contract administrator fees	2020-06-30	$625
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	FORRESTALL CPAS, LLC
Accountancy firm EIN	2020-06-30	582412540
2019 : COMMUNITY FRIENDSHIP MATCHING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$363,550
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$76,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$67,943
Value of total corrective distributions	2019-06-30	$4,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$189,112
Value of total assets at end of year	2019-06-30	$4,110,031
Value of total assets at beginning of year	2019-06-30	$3,822,620
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$4,122
Total interest from all sources	2019-06-30	$38,028
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$118,327
Participant contributions at end of year	2019-06-30	$176,697
Participant contributions at beginning of year	2019-06-30	$164,596
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$0
Other income not declared elsewhere	2019-06-30	$141
Administrative expenses (other) incurred	2019-06-30	$4,122
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$287,411
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$4,110,031
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$3,822,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$2,910,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$2,733,426
Interest on participant loans	2019-06-30	$4,375
Interest earned on other investments	2019-06-30	$33,653
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$1,022,422
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$924,598
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$13,907
Net investment gain/loss from pooled separate accounts	2019-06-30	$122,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$70,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$67,943
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	FORRESTALL CPAS, LLC
Accountancy firm EIN	2019-06-30	582412540
2018 : COMMUNITY FRIENDSHIP MATCHING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$413,639
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$292,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$283,862
Value of total corrective distributions	2018-06-30	$4,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$190,992
Value of total assets at end of year	2018-06-30	$3,822,620
Value of total assets at beginning of year	2018-06-30	$3,701,166
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$4,045
Total interest from all sources	2018-06-30	$38,012
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$118,887
Participant contributions at end of year	2018-06-30	$164,594
Participant contributions at beginning of year	2018-06-30	$172,073
Administrative expenses (other) incurred	2018-06-30	$4,045
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$121,454
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$3,822,620
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$3,701,166
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$2,733,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$2,556,802
Interest on participant loans	2018-06-30	$4,443
Interest earned on other investments	2018-06-30	$33,569
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$924,600
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$972,291
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$30,732
Net investment gain/loss from pooled separate accounts	2018-06-30	$153,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$72,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$283,862
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	FORRESTALL CPAS, LLC
Accountancy firm EIN	2018-06-30	582412540
2017 : COMMUNITY FRIENDSHIP MATCHING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$513,390
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$242,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$224,186
Expenses. Certain deemed distributions of participant loans	2017-06-30	$10,014
Value of total corrective distributions	2017-06-30	$3,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$192,977
Value of total assets at end of year	2017-06-30	$3,701,166
Value of total assets at beginning of year	2017-06-30	$3,430,131
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$4,450
Total interest from all sources	2017-06-30	$34,784
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$117,647
Participant contributions at end of year	2017-06-30	$172,073
Participant contributions at beginning of year	2017-06-30	$171,062
Assets. Loans (other than to participants) at end of year	2017-06-30	$0
Administrative expenses (other) incurred	2017-06-30	$4,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$271,035
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$3,701,166
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$3,430,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$2,556,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$2,294,614
Value of interest in pooled separate accounts at end of year	2017-06-30	$0
Interest on participant loans	2017-06-30	$368
Interest earned on other investments	2017-06-30	$34,416
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$972,291
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$964,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$37,820
Net investment gain/loss from pooled separate accounts	2017-06-30	$247,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$75,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$224,186
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	FORRESTALL CPAS, LLC
Accountancy firm EIN	2017-06-30	582412540
2016 : COMMUNITY FRIENDSHIP MATCHING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$3,721
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$205,320
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$125,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$120,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$200,479
Value of total assets at end of year	2016-06-30	$3,430,131
Value of total assets at beginning of year	2016-06-30	$3,347,011
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$5,000
Total interest from all sources	2016-06-30	$20,697
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$400,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$123,050
Participant contributions at end of year	2016-06-30	$171,062
Participant contributions at beginning of year	2016-06-30	$159,327
Assets. Loans (other than to participants) at end of year	2016-06-30	$171,062
Assets. Loans (other than to participants) at beginning of year	2016-06-30	$159,327
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-06-30	$3,721
Administrative expenses (other) incurred	2016-06-30	$5,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$79,399
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$3,426,410
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$3,347,011
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$2,303,976
Value of interest in pooled separate accounts at end of year	2016-06-30	$2,294,614
Interest on participant loans	2016-06-30	$3,509
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-06-30	$17,188
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$964,455
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$883,708
Net investment gain/loss from pooled separate accounts	2016-06-30	$-15,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$77,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$120,921
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	FORRESTALL CPAS, LLC
Accountancy firm EIN	2016-06-30	582412540
2015 : COMMUNITY FRIENDSHIP MATCHING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
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	$318,708
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$91,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$87,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$214,510
Value of total assets at end of year	2015-06-30	$3,347,011
Value of total assets at beginning of year	2015-06-30	$3,119,502
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$4,198
Total interest from all sources	2015-06-30	$18,589
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$300,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$115,548
Participant contributions at end of year	2015-06-30	$159,327
Participant contributions at beginning of year	2015-06-30	$173,609
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$20,993
Administrative expenses (other) incurred	2015-06-30	$4,198
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$227,509
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$3,347,011
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$3,119,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$2,303,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$2,136,059
Interest on participant loans	2015-06-30	$2,959
Interest earned on other investments	2015-06-30	$15,630
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$883,708
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$809,834
Net investment gain/loss from pooled separate accounts	2015-06-30	$85,609
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$77,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$87,001
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	FORRESTALL CPAS, LLC
Accountancy firm EIN	2015-06-30	582412540
2014 : COMMUNITY FRIENDSHIP MATCHING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$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
Total income from all sources (including contributions)	2014-06-30	$532,618
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$139,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$135,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$209,906
Value of total assets at end of year	2014-06-30	$3,119,501
Value of total assets at beginning of year	2014-06-30	$2,726,579
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$4,426
Total interest from all sources	2014-06-30	$33,500
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 year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$300,000
If this is an individual account plan, was there a blackout period	2014-06-30	Yes
Funding deficiency by the employer to the plan for this plan year	2014-06-30	$0
Minimum employer required contribution for this plan year	2014-06-30	$0
Amount contributed by the employer to the plan for this plan year	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$126,003
Participant contributions at end of year	2014-06-30	$173,609
Participant contributions at beginning of year	2014-06-30	$160,538
Administrative expenses (other) incurred	2014-06-30	$4,426
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$392,922
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$3,119,501
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$2,726,579
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$2,136,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$1,911,239
Interest on participant loans	2014-06-30	$3,937
Interest earned on other investments	2014-06-30	$29,563
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$809,833
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$654,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$51,934
Net investment gain/loss from pooled separate accounts	2014-06-30	$237,278
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$83,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$135,270
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-06-30	Yes
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	FORRESTALL CPAS, LLC
Accountancy firm EIN	2014-06-30	582412540
2013 : COMMUNITY FRIENDSHIP MATCHING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$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	$373,979
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$337,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$324,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$195,265
Value of total assets at end of year	2013-06-30	$2,726,579
Value of total assets at beginning of year	2013-06-30	$2,689,911
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$12,857
Total interest from all sources	2013-06-30	$33,177
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 year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$300,000
If this is an individual account plan, was there a blackout period	2013-06-30	Yes
Funding deficiency by the employer to the plan for this plan year	2013-06-30	$0
Minimum employer required contribution for this plan year	2013-06-30	$0
Amount contributed by the employer to the plan for this plan year	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$118,265
Participant contributions at end of year	2013-06-30	$160,538
Participant contributions at beginning of year	2013-06-30	$121,803
Administrative expenses (other) incurred	2013-06-30	$12,857
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$36,668
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$2,726,579
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$2,689,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$1,911,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$1,346,309
Interest on participant loans	2013-06-30	$427
Interest earned on other investments	2013-06-30	$32,750
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$654,802
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$1,221,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$61,382
Net investment gain/loss from pooled separate accounts	2013-06-30	$84,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$77,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$324,454
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-06-30	Yes
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	FORRESTALL CPAS, LLC
Accountancy firm EIN	2013-06-30	582412540
2012 : COMMUNITY FRIENDSHIP MATCHING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$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	$212,199
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$52,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$49,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$172,663
Value of total assets at end of year	2012-06-30	$2,689,911
Value of total assets at beginning of year	2012-06-30	$2,530,683
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$3,020
Total interest from all sources	2012-06-30	$44,708
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$300,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$106,330
Participant contributions at end of year	2012-06-30	$121,803
Participant contributions at beginning of year	2012-06-30	$99,826
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$792
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$159,228
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$2,689,911
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$2,530,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$1,346,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$1,292,281
Interest earned on other investments	2012-06-30	$44,708
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$1,221,799
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$1,138,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-5,172
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$65,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$49,951
Contract administrator fees	2012-06-30	$3,020
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	FORRESTALL, GALEANO, & LI, CPA LLC
Accountancy firm EIN	2012-06-30	582412540
2011 : COMMUNITY FRIENDSHIP MATCHING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$466,933
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$102,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$96,972
Value of total corrective distributions	2011-06-30	$2,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$184,520
Value of total assets at end of year	2011-06-30	$2,530,683
Value of total assets at beginning of year	2011-06-30	$2,166,537
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$3,685
Total interest from all sources	2011-06-30	$40,995
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$250,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$106,369
Participant contributions at end of year	2011-06-30	$99,826
Participant contributions at beginning of year	2011-06-30	$52,784
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$1,279
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$364,146
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$2,530,683
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$2,166,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$1,292,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$1,028,263
Interest earned on other investments	2011-06-30	$40,995
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$1,138,576
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$1,085,490
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$241,418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$76,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$96,972
Contract administrator fees	2011-06-30	$3,685
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	FORRESTALL, GALEANO & LI, CPA LLC
Accountancy firm EIN	2011-06-30	582412540
2010 : COMMUNITY FRIENDSHIP MATCHING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for COMMUNITY FRIENDSHIP MATCHING PLAN

2022: COMMUNITY FRIENDSHIP MATCHING PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	Yes
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: COMMUNITY FRIENDSHIP MATCHING PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	Yes
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: COMMUNITY FRIENDSHIP MATCHING PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2019: COMMUNITY FRIENDSHIP MATCHING PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2018: COMMUNITY FRIENDSHIP MATCHING PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2017: COMMUNITY FRIENDSHIP MATCHING PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2016: COMMUNITY FRIENDSHIP MATCHING PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2015: COMMUNITY FRIENDSHIP MATCHING PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2014: COMMUNITY FRIENDSHIP MATCHING PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2013: COMMUNITY FRIENDSHIP MATCHING PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2012: COMMUNITY FRIENDSHIP MATCHING PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2011: COMMUNITY FRIENDSHIP MATCHING PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: COMMUNITY FRIENDSHIP MATCHING PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

CR20816

Policy instance

Insurance contract or identification number	CR20816
Number of Individuals Covered	28
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $1,924
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,924
Insurance broker organization code?	4

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

745970-01

Policy instance

Insurance contract or identification number	745970-01
Number of Individuals Covered	60
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $7,757
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,981
Insurance broker organization code?	3

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

CR20816

Policy instance

Insurance contract or identification number	CR20816
Number of Individuals Covered	29
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $1,785
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,785
Insurance broker organization code?	4

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

745970-01

Policy instance

Insurance contract or identification number	745970-01
Number of Individuals Covered	63
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $2,103
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,893
Insurance broker organization code?	3

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-753283

Policy instance

Insurance contract or identification number	GA-753283
Number of Individuals Covered	66
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $7,624
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,624
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

CR20816

Policy instance

Insurance contract or identification number	CR20816
Number of Individuals Covered	31
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $2,064
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $2,064
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

CR20816

Policy instance

Insurance contract or identification number	CR20816
Number of Individuals Covered	33
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $1,829
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $1,829
Insurance broker organization code?	4

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-753283

Policy instance

Insurance contract or identification number	GA-753283
Number of Individuals Covered	69
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $6,918
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,918
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

CR20816

Policy instance

Insurance contract or identification number	CR20816
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $1,770
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $1,770
Insurance broker organization code?	4

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-753283

Policy instance

Insurance contract or identification number	GA-753283
Number of Individuals Covered	64
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $6,357
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,357
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-753283

Policy instance

Insurance contract or identification number	GA-753283
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $5,964
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

CR20816

Policy instance

Insurance contract or identification number	CR20816
Number of Individuals Covered	37
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $2,114
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

CR20816

Policy instance

Insurance contract or identification number	CR20816
Number of Individuals Covered	46
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $1,540
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $1,540
Insurance broker organization code?	3
Insurance broker name	LINCOLN FINANCIAL ADVISORS LLC

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-753283

Policy instance

Insurance contract or identification number	GA-753283
Number of Individuals Covered	76
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $5,213
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $5,213
Insurance broker organization code?	3
Insurance broker name	MORGAN STANLEY SMITH BARNEY LLC

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

CR20816

Policy instance

Insurance contract or identification number	CR20816
Number of Individuals Covered	49
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $2,059
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $2,059
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-753283

Policy instance

Insurance contract or identification number	GA-753283
Number of Individuals Covered	66
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $4,908
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $4,908
Insurance broker organization code?	3
Insurance broker name	SBHU LIFE AGENCY INC

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

CR20816

Policy instance

Insurance contract or identification number	CR20816
Number of Individuals Covered	49
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $192
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $192
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-753283

Policy instance

Insurance contract or identification number	GA-753283
Number of Individuals Covered	74
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $2,866
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $2,866
Insurance broker organization code?	3
Insurance broker name	MORGAN STANLEY SMITH BARNEY LLC

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

CR20816

Policy instance

Insurance contract or identification number	CR20816
Number of Individuals Covered	52
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $6,012
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $6,012
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-753283

Policy instance

Insurance contract or identification number	GA-753283
Number of Individuals Covered	73
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $19,282
Total amount of fees paid to insurance company	USD $366
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $19,282
Amount paid for insurance broker fees	366
Additional information about fees paid to insurance broker	SALES/MARKETING
Insurance broker organization code?	3
Insurance broker name	MORGANSTANLEY SMITHBARNEY

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

CR20816

Policy instance

Insurance contract or identification number	CR20816
Number of Individuals Covered	99
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $13,135
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

CR 20816

Policy instance

Insurance contract or identification number	CR 20816
Number of Individuals Covered	99
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $11,460
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	COMMUNITY FRIENDSHIP, INC.
Employer identification number (EIN):	237128309
NAIC Classification:	621330
NAIC Description:	Offices of Mental Health Practitioners (except Physicians)