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THE ARC OF ORLEANS COUNTY RETIREMENT PLAN 401k Plan overview

Plan NameTHE ARC OF ORLEANS COUNTY RETIREMENT PLAN
Plan identification number 003

THE ARC OF ORLEANS COUNTY RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.

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 THE ARC OF ORLEANS COUNTY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-01-01LYNN FLEMING2022-10-12 LYNN FLEMING2022-10-12
0032020-01-01LYNN FLEMING2021-10-11 LYNN FLEMING2021-10-11
0032019-01-01KEVIN GRAHAM2020-10-09 KEVIN GRAHAM2020-10-09
0032018-01-01KEVIN GRAHAM2019-10-09 KEVIN GRAHAM2019-10-09
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01
0032013-01-01
0032012-01-01CAROL FOX
0032011-01-01CAROL FOX
0032010-01-01CAROL FOX
0032009-01-01LORI BRIEN
0032009-01-01LORI BRIEN
0032009-01-01LORI BRIEN

Plan Statistics for THE ARC OF ORLEANS COUNTY RETIREMENT PLAN

401k plan membership statisitcs for THE ARC OF ORLEANS COUNTY RETIREMENT PLAN

Measure Date Value
2021: THE ARC OF ORLEANS COUNTY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01177
Total number of active participants reported on line 7a of the Form 55002021-01-0133
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01136
Total of all active and inactive participants2021-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01170
Number of participants with account balances2021-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE ARC OF ORLEANS COUNTY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01184
Total number of active participants reported on line 7a of the Form 55002020-01-0136
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01140
Total of all active and inactive participants2020-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01177
Number of participants with account balances2020-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE ARC OF ORLEANS COUNTY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01200
Total number of active participants reported on line 7a of the Form 55002019-01-0148
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01135
Total of all active and inactive participants2019-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01184
Number of participants with account balances2019-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE ARC OF ORLEANS COUNTY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01210
Total number of active participants reported on line 7a of the Form 55002018-01-0180
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01119
Total of all active and inactive participants2018-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01200
Number of participants with account balances2018-01-01183
2017: THE ARC OF ORLEANS COUNTY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01230
Total number of active participants reported on line 7a of the Form 55002017-01-0191
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01117
Total of all active and inactive participants2017-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01210
Number of participants with account balances2017-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE ARC OF ORLEANS COUNTY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01229
Total number of active participants reported on line 7a of the Form 55002016-01-01103
Number of retired or separated participants receiving benefits2016-01-01125
Total of all active and inactive participants2016-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01230
Number of participants with account balances2016-01-01222
2015: THE ARC OF ORLEANS COUNTY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01224
Total number of active participants reported on line 7a of the Form 55002015-01-01119
Number of retired or separated participants receiving benefits2015-01-01110
Total of all active and inactive participants2015-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01230
Number of participants with account balances2015-01-01216
2014: THE ARC OF ORLEANS COUNTY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01230
Total number of active participants reported on line 7a of the Form 55002014-01-01128
Number of other retired or separated participants entitled to future benefits2014-01-0196
Total of all active and inactive participants2014-01-01224
Total participants2014-01-01224
Number of participants with account balances2014-01-01213
2013: THE ARC OF ORLEANS COUNTY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01346
Total number of active participants reported on line 7a of the Form 55002013-01-01214
Number of other retired or separated participants entitled to future benefits2013-01-01127
Total of all active and inactive participants2013-01-01341
Total participants2013-01-01341
Number of participants with account balances2013-01-01283
2012: THE ARC OF ORLEANS COUNTY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01340
Total number of active participants reported on line 7a of the Form 55002012-01-01231
Number of other retired or separated participants entitled to future benefits2012-01-01117
Total of all active and inactive participants2012-01-01348
Total participants2012-01-01348
Number of participants with account balances2012-01-01281
2011: THE ARC OF ORLEANS COUNTY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01336
Total number of active participants reported on line 7a of the Form 55002011-01-01223
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01117
Total of all active and inactive participants2011-01-01340
Total participants2011-01-01340
Number of participants with account balances2011-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE ARC OF ORLEANS COUNTY RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01395
Total number of active participants reported on line 7a of the Form 55002010-01-01327
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-019
Total of all active and inactive participants2010-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01336
Number of participants with account balances2010-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE ARC OF ORLEANS COUNTY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01395
Total number of active participants reported on line 7a of the Form 55002009-01-0192
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0192
Number of participants with account balances2009-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE ARC OF ORLEANS COUNTY RETIREMENT PLAN

Measure Date Value
2021 : THE ARC OF ORLEANS COUNTY RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$639,098
Total of all expenses incurred2021-12-31$317,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$317,643
Value of total assets at end of year2021-12-31$5,701,128
Value of total assets at beginning of year2021-12-31$5,379,673
Total interest from all sources2021-12-31$54,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$321,455
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,701,128
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,379,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,700,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,369,543
Value of interest in pooled separate accounts at end of year2021-12-31$361,577
Value of interest in pooled separate accounts at beginning of year2021-12-31$331,604
Interest earned on other investments2021-12-31$54,037
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,639,294
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,678,526
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$19,983
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$529,795
Net investment gain/loss from pooled separate accounts2021-12-31$55,266
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$297,660
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 : THE ARC OF ORLEANS COUNTY RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$600,728
Total of all expenses incurred2020-12-31$413,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$413,430
Value of total assets at end of year2020-12-31$5,379,673
Value of total assets at beginning of year2020-12-31$5,192,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$90
Total interest from all sources2020-12-31$62,719
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$187,208
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,379,673
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,192,465
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,369,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,138,510
Value of interest in pooled separate accounts at end of year2020-12-31$331,604
Value of interest in pooled separate accounts at beginning of year2020-12-31$349,003
Interest earned on other investments2020-12-31$62,719
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,678,526
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,704,952
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$30,588
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$540,939
Net investment gain/loss from pooled separate accounts2020-12-31$-2,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$382,842
Contract administrator fees2020-12-31$90
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 : THE ARC OF ORLEANS COUNTY RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$696,749
Total of all expenses incurred2019-12-31$411,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$411,365
Value of total assets at end of year2019-12-31$5,192,465
Value of total assets at beginning of year2019-12-31$4,907,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$49
Total interest from all sources2019-12-31$62,435
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
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$285,335
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,192,465
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,907,130
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,138,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,797,241
Value of interest in pooled separate accounts at end of year2019-12-31$349,003
Value of interest in pooled separate accounts at beginning of year2019-12-31$359,679
Interest earned on other investments2019-12-31$62,435
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,704,952
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,750,210
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$57,906
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$615,347
Net investment gain/loss from pooled separate accounts2019-12-31$18,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$353,459
Contract administrator fees2019-12-31$49
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BONADIO & CO., LLP
Accountancy firm EIN2019-12-31161131146
2018 : THE ARC OF ORLEANS COUNTY RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-124,984
Total of all expenses incurred2018-12-31$405,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$405,237
Value of total assets at end of year2018-12-31$4,907,130
Value of total assets at beginning of year2018-12-31$5,437,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$260
Total interest from all sources2018-12-31$66,345
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-530,481
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,907,130
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,437,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,797,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,260,891
Value of interest in pooled separate accounts at end of year2018-12-31$359,679
Value of interest in pooled separate accounts at beginning of year2018-12-31$361,993
Interest earned on other investments2018-12-31$66,345
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,750,210
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,814,727
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$44,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-208,124
Net investment gain/loss from pooled separate accounts2018-12-31$16,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$360,900
Contract administrator fees2018-12-31$260
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BONADIO & CO., LLP
Accountancy firm EIN2018-12-31161131146
2017 : THE ARC OF ORLEANS COUNTY RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$703,641
Total of all expenses incurred2017-12-31$1,394,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,394,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$21,957
Value of total assets at end of year2017-12-31$5,437,611
Value of total assets at beginning of year2017-12-31$6,128,046
Total interest from all sources2017-12-31$68,838
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31No
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$5,742
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$11,716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-690,435
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,437,611
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,128,046
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$3,260,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,637,411
Value of interest in pooled separate accounts at end of year2017-12-31$361,993
Value of interest in pooled separate accounts at beginning of year2017-12-31$431,332
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$68,838
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,814,727
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,059,303
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$83,612
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$595,918
Net investment gain/loss from pooled separate accounts2017-12-31$16,928
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$4,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,310,464
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BONADIO & CO., LLP
Accountancy firm EIN2017-12-31161131146
2016 : THE ARC OF ORLEANS COUNTY RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$624,628
Total of all expenses incurred2016-12-31$804,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$804,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$309,642
Value of total assets at end of year2016-12-31$6,128,046
Value of total assets at beginning of year2016-12-31$6,308,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$19,548
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31No
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$186,108
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$315
Administrative expenses (other) incurred2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-180,232
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,128,046
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,308,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,637,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,819,745
Value of interest in pooled separate accounts at end of year2016-12-31$431,332
Value of interest in pooled separate accounts at beginning of year2016-12-31$421,749
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$19,548
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,059,303
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,066,784
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$46,688
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$213,139
Net investment gain/loss from pooled separate accounts2016-12-31$21,900
Net investment gain or loss from common/collective trusts2016-12-31$60,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$123,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$758,172
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BONADIO & CO., LLP
Accountancy firm EIN2016-12-31161131146
2015 : THE ARC OF ORLEANS COUNTY RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$469,698
Total of all expenses incurred2015-12-31$326,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$326,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$355,025
Value of total assets at end of year2015-12-31$6,308,278
Value of total assets at beginning of year2015-12-31$6,164,986
Total interest from all sources2015-12-31$15,048
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31No
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$200,531
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$23,908
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$143,292
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,308,278
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,164,986
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,819,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,743,407
Value of interest in pooled separate accounts at end of year2015-12-31$421,749
Value of interest in pooled separate accounts at beginning of year2015-12-31$398,834
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$15,048
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,066,784
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,022,745
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$85,386
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$5,250
Net investment gain/loss from pooled separate accounts2015-12-31$32,491
Net investment gain or loss from common/collective trusts2015-12-31$61,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$130,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$241,020
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BONADIO & CO., LLP
Accountancy firm EIN2015-12-31161131146
2014 : THE ARC OF ORLEANS COUNTY RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$737,131
Total of all expenses incurred2014-12-31$431,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$431,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$379,345
Value of total assets at end of year2014-12-31$6,164,986
Value of total assets at beginning of year2014-12-31$5,859,070
Total interest from all sources2014-12-31$17,244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$228,750
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,077
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$305,916
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,164,986
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,859,070
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,743,407
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,556,132
Value of interest in pooled separate accounts at end of year2014-12-31$398,834
Value of interest in pooled separate accounts at beginning of year2014-12-31$353,168
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$17,244
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,022,745
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,949,770
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$33,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$238,878
Net investment gain/loss from pooled separate accounts2014-12-31$42,967
Net investment gain or loss from common/collective trusts2014-12-31$58,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$148,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$397,940
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BONADIO & CO., LLP
Accountancy firm EIN2014-12-31161131146
2013 : THE ARC OF ORLEANS COUNTY RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,179,842
Total of all expenses incurred2013-12-31$348,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$348,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$427,829
Value of total assets at end of year2013-12-31$5,859,070
Value of total assets at beginning of year2013-12-31$5,027,921
Total interest from all sources2013-12-31$15,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$229,022
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$44,428
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$831,149
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,859,070
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,027,921
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,556,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,869,803
Value of interest in pooled separate accounts at end of year2013-12-31$353,168
Value of interest in pooled separate accounts at beginning of year2013-12-31$317,266
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$15,040
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,949,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,840,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$649,512
Net investment gain/loss from pooled separate accounts2013-12-31$31,176
Net investment gain or loss from common/collective trusts2013-12-31$56,285
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$154,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$348,693
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BONADIO & CO.,LLP
Accountancy firm EIN2013-12-31161131146
2012 : THE ARC OF ORLEANS COUNTY RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$918,599
Total of all expenses incurred2012-12-31$108,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$108,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$495,845
Value of total assets at end of year2012-12-31$5,027,921
Value of total assets at beginning of year2012-12-31$4,217,727
Total interest from all sources2012-12-31$14,300
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$237,813
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$56,519
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$810,194
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,027,921
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,217,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,869,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,325,812
Value of interest in pooled separate accounts at end of year2012-12-31$317,266
Value of interest in pooled separate accounts at beginning of year2012-12-31$283,412
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$14,300
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,840,852
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,608,503
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$51,823
Net investment gain/loss from pooled separate accounts2012-12-31$28,793
Net investment gain or loss from common/collective trusts2012-12-31$327,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$201,513
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$108,405
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BONADIO & CO., LLP
Accountancy firm EIN2012-12-31161131146
2011 : THE ARC OF ORLEANS COUNTY RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$526,597
Total of all expenses incurred2011-12-31$78,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$78,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$489,924
Value of total assets at end of year2011-12-31$4,217,727
Value of total assets at beginning of year2011-12-31$3,770,123
Total interest from all sources2011-12-31$58,434
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$256,507
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$46,894
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$447,604
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,217,727
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,770,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,325,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,127,903
Value of interest in pooled separate accounts at end of year2011-12-31$283,412
Value of interest in pooled separate accounts at beginning of year2011-12-31$239,591
Interest earned on other investments2011-12-31$58,434
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,608,503
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,402,629
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$9,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-53,508
Net investment gain/loss from pooled separate accounts2011-12-31$31,747
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$186,523
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$69,689
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BONADIO & CO. LLP
Accountancy firm EIN2011-12-31161131146
2010 : THE ARC OF ORLEANS COUNTY RETIREMENT PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$3,299,824
Total income from all sources (including contributions)2010-12-31$106,759
Total of all expenses incurred2010-12-31$11,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$11,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$61,105
Value of total assets at end of year2010-12-31$3,770,123
Value of total assets at beginning of year2010-12-31$375,197
Total interest from all sources2010-12-31$205
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$61,105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$95,102
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,770,123
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$375,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,127,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$267,751
Value of interest in pooled separate accounts at end of year2010-12-31$239,591
Value of interest in pooled separate accounts at beginning of year2010-12-31$18,341
Interest earned on other investments2010-12-31$205
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,402,629
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$89,105
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$42,861
Net investment gain/loss from pooled separate accounts2010-12-31$2,588
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$11,657
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BONADIO & CO. LLP
Accountancy firm EIN2010-12-31161131146

Form 5500 Responses for THE ARC OF ORLEANS COUNTY RETIREMENT PLAN

2021: THE ARC OF ORLEANS COUNTY RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE ARC OF ORLEANS COUNTY RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE ARC OF ORLEANS COUNTY RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: THE ARC OF ORLEANS COUNTY RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: THE ARC OF ORLEANS COUNTY RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE ARC OF ORLEANS COUNTY RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE ARC OF ORLEANS COUNTY RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE ARC OF ORLEANS COUNTY RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE ARC OF ORLEANS COUNTY RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE ARC OF ORLEANS COUNTY RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE ARC OF ORLEANS COUNTY RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE ARC OF ORLEANS COUNTY RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE ARC OF ORLEANS COUNTY RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number369252
Policy instance 1
Insurance contract or identification number369252
Number of Individuals Covered153
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number369252
Policy instance 1
Insurance contract or identification number369252
Number of Individuals Covered161
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number369252
Policy instance 1
Insurance contract or identification number369252
Number of Individuals Covered171
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number369252
Policy instance 1
Insurance contract or identification number369252
Number of Individuals Covered184
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number369252
Policy instance 1
Insurance contract or identification number369252
Number of Individuals Covered198
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number369253
Policy instance 1
Insurance contract or identification number369253
Number of Individuals Covered216
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number369253
Policy instance 1
Insurance contract or identification number369253
Number of Individuals Covered213
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number369253
Policy instance 1
Insurance contract or identification number369253
Number of Individuals Covered283
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number369253
Policy instance 1
Insurance contract or identification number369253
Number of Individuals Covered281
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number369253
Policy instance 1
Insurance contract or identification number369253
Number of Individuals Covered278
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number369253
Policy instance 1
Insurance contract or identification number369253
Number of Individuals Covered268
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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