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ARC OF GENESEE ORLEANS 401(K) PLAN 401k Plan overview

Plan NameARC OF GENESEE ORLEANS 401(K) PLAN
Plan identification number 002

ARC OF GENESEE ORLEANS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

GENESEE-ORLEANS COUNTIES CHAPTER, NYSARC, INC. has sponsored the creation of one or more 401k plans.

Company Name:GENESEE-ORLEANS COUNTIES CHAPTER, NYSARC, INC.
Employer identification number (EIN):237150957
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ARC OF GENESEE ORLEANS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01KEVIN GRAHAM

Plan Statistics for ARC OF GENESEE ORLEANS 401(K) PLAN

401k plan membership statisitcs for ARC OF GENESEE ORLEANS 401(K) PLAN

Measure Date Value
2022: ARC OF GENESEE ORLEANS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01627
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ARC OF GENESEE ORLEANS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01636
Total number of active participants reported on line 7a of the Form 55002021-01-01550
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0177
Total of all active and inactive participants2021-01-01627
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01627
Number of participants with account balances2021-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: ARC OF GENESEE ORLEANS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01743
Total number of active participants reported on line 7a of the Form 55002020-01-01558
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0178
Total of all active and inactive participants2020-01-01636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01636
Number of participants with account balances2020-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: ARC OF GENESEE ORLEANS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01731
Total number of active participants reported on line 7a of the Form 55002019-01-01683
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0160
Total of all active and inactive participants2019-01-01743
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01743
Number of participants with account balances2019-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: ARC OF GENESEE ORLEANS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01702
Total number of active participants reported on line 7a of the Form 55002018-01-01681
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0150
Total of all active and inactive participants2018-01-01731
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01731
Number of participants with account balances2018-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0115
2017: ARC OF GENESEE ORLEANS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01624
Total number of active participants reported on line 7a of the Form 55002017-01-01672
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0130
Total of all active and inactive participants2017-01-01702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01702
Number of participants with account balances2017-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112

Financial Data on ARC OF GENESEE ORLEANS 401(K) PLAN

Measure Date Value
2022 : ARC OF GENESEE ORLEANS 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-02-15$0
Total transfer of assets from this plan2022-02-15$4,870,378
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-02-15$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-02-15$0
Total income from all sources (including contributions)2022-02-15$-182,314
Total loss/gain on sale of assets2022-02-15$0
Total of all expenses incurred2022-02-15$78,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-02-15$63,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-02-15$38,595
Value of total assets at end of year2022-02-15$0
Value of total assets at beginning of year2022-02-15$5,131,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-02-15$15,071
Total interest from all sources2022-02-15$1,215
Total dividends received (eg from common stock, registered investment company shares)2022-02-15$26
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-02-15Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-02-15$0
Total dividends received from registered investment company shares (eg mutual funds)2022-02-15$26
Was this plan covered by a fidelity bond2022-02-15Yes
Value of fidelity bond cover2022-02-15$500,000
If this is an individual account plan, was there a blackout period2022-02-15Yes
Were there any nonexempt tranactions with any party-in-interest2022-02-15No
Contributions received from participants2022-02-15$23,178
Participant contributions at end of year2022-02-15$0
Participant contributions at beginning of year2022-02-15$136,972
Total non interest bearing cash at end of year2022-02-15$0
Total non interest bearing cash at beginning of year2022-02-15$402
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-02-15No
Value of net income/loss2022-02-15$-261,267
Value of net assets at end of year (total assets less liabilities)2022-02-15$0
Value of net assets at beginning of year (total assets less liabilities)2022-02-15$5,131,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-02-15No
Were any loans by the plan or fixed income obligations due to the plan in default2022-02-15No
Were any leases to which the plan was party in default or uncollectible2022-02-15No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-02-15$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-02-15$4,959,170
Interest on participant loans2022-02-15$1,215
Value of interest in common/collective trusts at end of year2022-02-15$0
Value of interest in common/collective trusts at beginning of year2022-02-15$35,101
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-02-15$-222,244
Net investment gain or loss from common/collective trusts2022-02-15$94
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-02-15No
Was there a failure to transmit to the plan any participant contributions2022-02-15No
Has the plan failed to provide any benefit when due under the plan2022-02-15No
Contributions received in cash from employer2022-02-15$15,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-02-15$63,882
Contract administrator fees2022-02-15$15,071
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-02-15Yes
Did the plan have assets held for investment2022-02-15No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-02-15No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-02-15Yes
Opinion of an independent qualified public accountant for this plan2022-02-15Unqualified
Accountancy firm name2022-02-15BONADIO & CO., LLP
Accountancy firm EIN2022-02-15161131146
2021 : ARC OF GENESEE ORLEANS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,199,844
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,484,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,417,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$556,759
Value of total assets at end of year2021-12-31$5,131,645
Value of total assets at beginning of year2021-12-31$5,416,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$67,176
Total interest from all sources2021-12-31$10,284
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$167,423
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$167,423
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$333,119
Participant contributions at end of year2021-12-31$136,972
Participant contributions at beginning of year2021-12-31$184,904
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$15,128
Total non interest bearing cash at end of year2021-12-31$402
Total non interest bearing cash at beginning of year2021-12-31$415
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-284,872
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,131,645
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,416,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$17,901
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,959,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,188,710
Interest on participant loans2021-12-31$10,284
Value of interest in common/collective trusts at end of year2021-12-31$35,101
Value of interest in common/collective trusts at beginning of year2021-12-31$42,488
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$464,655
Net investment gain or loss from common/collective trusts2021-12-31$723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$208,512
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,417,540
Contract administrator fees2021-12-31$49,275
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BONADIO & CO., LLP
Accountancy firm EIN2021-12-31161131146
2020 : ARC OF GENESEE ORLEANS 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,360,977
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$605,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$541,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$571,148
Value of total assets at end of year2020-12-31$5,416,517
Value of total assets at beginning of year2020-12-31$4,660,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$64,004
Total interest from all sources2020-12-31$12,955
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$189,967
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$189,967
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$327,503
Participant contributions at end of year2020-12-31$184,904
Participant contributions at beginning of year2020-12-31$218,120
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$5,537
Total non interest bearing cash at end of year2020-12-31$415
Total non interest bearing cash at beginning of year2020-12-31$369
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$755,937
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,416,517
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,660,580
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$13,014
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,188,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,302,533
Interest on participant loans2020-12-31$12,955
Value of interest in common/collective trusts at end of year2020-12-31$42,488
Value of interest in common/collective trusts at beginning of year2020-12-31$9,584
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$129,974
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$586,260
Net investment gain or loss from common/collective trusts2020-12-31$647
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$238,108
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$541,036
Contract administrator fees2020-12-31$50,990
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BONADIO & CO., LLP
Accountancy firm EIN2020-12-31161131146
2019 : ARC OF GENESEE ORLEANS 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,267,798
Total income from all sources (including contributions)2019-12-31$1,267,798
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$499,911
Total of all expenses incurred2019-12-31$499,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$441,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$441,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$550,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$550,517
Value of total assets at end of year2019-12-31$4,660,580
Value of total assets at end of year2019-12-31$4,660,580
Value of total assets at beginning of year2019-12-31$3,892,693
Value of total assets at beginning of year2019-12-31$3,892,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$58,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$58,028
Total interest from all sources2019-12-31$11,619
Total interest from all sources2019-12-31$11,619
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$113,941
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$113,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$113,941
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$113,941
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$301,246
Contributions received from participants2019-12-31$301,246
Participant contributions at end of year2019-12-31$218,120
Participant contributions at end of year2019-12-31$218,120
Participant contributions at beginning of year2019-12-31$193,592
Participant contributions at beginning of year2019-12-31$193,592
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$30,312
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$30,312
Total non interest bearing cash at end of year2019-12-31$369
Total non interest bearing cash at end of year2019-12-31$369
Total non interest bearing cash at beginning of year2019-12-31$68
Total non interest bearing cash at beginning of year2019-12-31$68
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$767,887
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,660,580
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,660,580
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,892,693
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,892,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$14,226
Investment advisory and management fees2019-12-31$14,226
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,302,533
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,302,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,410,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,410,496
Interest on participant loans2019-12-31$11,619
Interest on participant loans2019-12-31$11,619
Value of interest in common/collective trusts at end of year2019-12-31$9,584
Value of interest in common/collective trusts at end of year2019-12-31$9,584
Value of interest in common/collective trusts at beginning of year2019-12-31$27,101
Value of interest in common/collective trusts at beginning of year2019-12-31$27,101
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$129,974
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$129,974
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$260,810
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$260,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$591,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$591,398
Net investment gain or loss from common/collective trusts2019-12-31$323
Net investment gain or loss from common/collective trusts2019-12-31$323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$218,959
Contributions received in cash from employer2019-12-31$218,959
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$626
Employer contributions (assets) at beginning of year2019-12-31$626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$441,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$441,883
Contract administrator fees2019-12-31$43,802
Contract administrator fees2019-12-31$43,802
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BONADIO & CO., LLP
Accountancy firm name2019-12-31BONADIO & CO., LLP
Accountancy firm EIN2019-12-31161131146
Accountancy firm EIN2019-12-31161131146
2018 : ARC OF GENESEE ORLEANS 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$474,233
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$387,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$338,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$670,940
Value of total assets at end of year2018-12-31$3,892,693
Value of total assets at beginning of year2018-12-31$3,806,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$49,142
Total interest from all sources2018-12-31$10,134
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$114,596
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$114,596
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$318,728
Participant contributions at end of year2018-12-31$193,592
Participant contributions at beginning of year2018-12-31$163,356
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$11,898
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$123,800
Total non interest bearing cash at end of year2018-12-31$68
Total non interest bearing cash at beginning of year2018-12-31$20
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$86,498
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,892,693
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,806,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$5,654
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,410,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,264,360
Interest on participant loans2018-12-31$10,134
Value of interest in common/collective trusts at end of year2018-12-31$27,101
Value of interest in common/collective trusts at beginning of year2018-12-31$1,405
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$260,810
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$356,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-322,028
Net investment gain or loss from common/collective trusts2018-12-31$591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$228,412
Employer contributions (assets) at end of year2018-12-31$626
Employer contributions (assets) at beginning of year2018-12-31$9,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$338,593
Contract administrator fees2018-12-31$43,488
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BONADIO & CO., LLP
Accountancy firm EIN2018-12-31161131146
2017 : ARC OF GENESEE ORLEANS 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$3,267,928
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$707,207
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$168,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$157,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$592,265
Value of total assets at end of year2017-12-31$3,806,195
Value of total assets at beginning of year2017-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,773
Total interest from all sources2017-12-31$2,564
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$78,060
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$78,060
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$305,749
Participant contributions at end of year2017-12-31$163,356
Participant contributions at beginning of year2017-12-31$0
Participant contributions at end of year2017-12-31$11,898
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$46,706
Total non interest bearing cash at end of year2017-12-31$20
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$538,267
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,806,195
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,264,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$2,564
Value of interest in common/collective trusts at end of year2017-12-31$1,405
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$356,052
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$33,906
Net investment gain or loss from common/collective trusts2017-12-31$412
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$239,810
Employer contributions (assets) at end of year2017-12-31$9,104
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$157,167
Contract administrator fees2017-12-31$11,773
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BONADIO & CO., LLP
Accountancy firm EIN2017-12-31161131146

Form 5500 Responses for ARC OF GENESEE ORLEANS 401(K) PLAN

2022: ARC OF GENESEE ORLEANS 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ARC OF GENESEE ORLEANS 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ARC OF GENESEE ORLEANS 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ARC OF GENESEE ORLEANS 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ARC OF GENESEE ORLEANS 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ARC OF GENESEE ORLEANS 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01First time form 5500 has been submittedYes
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number415614
Policy instance 1
Insurance contract or identification number415614
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number415614
Policy instance 1
Insurance contract or identification number415614
Number of Individuals Covered42
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number415614
Policy instance 1
Insurance contract or identification number415614
Number of Individuals Covered47
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number415614
Policy instance 1
Insurance contract or identification number415614
Number of Individuals Covered303
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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