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DIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN 401k Plan overview

Plan NameDIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN
Plan identification number 001

DIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DIRECTIONS FOR YOUTH AND FAMILIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:DIRECTIONS FOR YOUTH AND FAMILIES, INC.
Employer identification number (EIN):314407642
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about DIRECTIONS FOR YOUTH AND FAMILIES, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1903-11-30
Company Identification Number: 17021
Legal Registered Office Address: 1515 INDIANOLA AVE
-
COLUMBUS
United States of America (USA)
43201

More information about DIRECTIONS FOR YOUTH AND FAMILIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01DUANE CASARES2023-04-15 DUANE CASARES2023-04-15
0012020-07-01DUANE CASARES2022-04-03 DUANE CASARES2022-04-03
0012019-07-01PATRICIA EDWARDS2021-04-14 PATRICIA EDWARDS2021-04-14
0012018-07-01
0012017-07-01
0012016-07-01DUANE CASARES DUANE CASARES2018-04-16
0012015-07-01DUANE CASARES DUANE CASARES2017-04-17
0012014-07-01DUANE CASARES DUANE CASARES2016-04-13
0012013-07-01DUANE CASARES DUANE CASARES2015-04-15
0012012-07-01DUANE CASARES DUANE CASARES2014-04-11
0012011-07-01DUANE CASARES DUANE CASARES2013-04-09
0012010-07-01DUANE CASARES DUANE CASARES2012-04-13
0012009-07-01STEVE VOTAW STEVE VOTAW2011-04-14

Plan Statistics for DIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN

401k plan membership statisitcs for DIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN

Measure Date Value
2021: DIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01100
Total number of active participants reported on line 7a of the Form 55002021-07-010
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
Market value of plan assets2021-06-304,197,181
Acturial value of plan assets2021-06-304,197,181
Funding target for retired participants and beneficiaries receiving payment2021-06-302,719,466
Number of terminated vested participants2021-06-3038
Fundng target for terminated vested participants2021-06-30541,597
Active participant vested funding target2021-06-30594,065
Number of active participants2021-06-3019
Total funding liabilities for active participants2021-06-30594,065
Total participant count2021-06-30101
Total funding target for all participants2021-06-303,855,128
Balance at beginning of prior year after applicable adjustments2021-06-300
Prefunding balance at beginning of prior year after applicable adjustments2021-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-300
Amount remaining of prefunding balance2021-06-300
Present value of excess contributions2021-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-300
Total employer contributions2021-06-300
Total employee contributions2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-300
Unpaid minimum required contributions for all prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-308,820
Net shortfall amortization installment of oustanding balance2021-06-300
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-300
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-300
Contributions allocatedtoward minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: DIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01102
Total number of active participants reported on line 7a of the Form 55002020-07-0118
Number of retired or separated participants receiving benefits2020-07-0145
Number of other retired or separated participants entitled to future benefits2020-07-0137
Total of all active and inactive participants2020-07-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
Market value of plan assets2020-06-304,254,238
Acturial value of plan assets2020-06-304,254,238
Funding target for retired participants and beneficiaries receiving payment2020-06-302,437,214
Number of terminated vested participants2020-06-3039
Fundng target for terminated vested participants2020-06-30888,720
Active participant vested funding target2020-06-30547,114
Number of active participants2020-06-3019
Total funding liabilities for active participants2020-06-30547,114
Total participant count2020-06-30102
Total funding target for all participants2020-06-303,873,048
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-300
Present value of excess contributions2020-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-300
Total employer contributions2020-06-300
Total employee contributions2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-300
Unpaid minimum required contributions for all prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-309,000
Net shortfall amortization installment of oustanding balance2020-06-300
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-300
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-300
Contributions allocatedtoward minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: DIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01102
Total number of active participants reported on line 7a of the Form 55002019-07-0120
Number of retired or separated participants receiving benefits2019-07-0143
Number of other retired or separated participants entitled to future benefits2019-07-0138
Total of all active and inactive participants2019-07-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-011
Total participants2019-07-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
Market value of plan assets2019-06-304,271,174
Acturial value of plan assets2019-06-304,267,675
Funding target for retired participants and beneficiaries receiving payment2019-06-302,566,646
Number of terminated vested participants2019-06-3034
Fundng target for terminated vested participants2019-06-30786,424
Active participant vested funding target2019-06-30604,700
Number of active participants2019-06-3026
Total funding liabilities for active participants2019-06-30604,700
Total participant count2019-06-30105
Total funding target for all participants2019-06-303,957,770
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-300
Present value of excess contributions2019-06-30263,056
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-30278,708
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-300
Total employer contributions2019-06-300
Total employee contributions2019-06-300
Unpaid minimum required contributions for all prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-3015,478
Net shortfall amortization installment of oustanding balance2019-06-300
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-300
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-300
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: DIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01105
Total number of active participants reported on line 7a of the Form 55002018-07-0119
Number of retired or separated participants receiving benefits2018-07-0143
Number of other retired or separated participants entitled to future benefits2018-07-0139
Total of all active and inactive participants2018-07-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-011
Total participants2018-07-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
Market value of plan assets2018-06-305,641,312
Acturial value of plan assets2018-06-305,640,377
Funding target for retired participants and beneficiaries receiving payment2018-06-302,251,833
Number of terminated vested participants2018-06-3088
Fundng target for terminated vested participants2018-06-302,161,928
Active participant vested funding target2018-06-30584,736
Number of active participants2018-06-3028
Total funding liabilities for active participants2018-06-30586,122
Total participant count2018-06-30159
Total funding target for all participants2018-06-304,999,883
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-300
Present value of excess contributions2018-06-3090,900
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-3096,490
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-300
Total employer contributions2018-06-30282,000
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-30263,056
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-307,785
Net shortfall amortization installment of oustanding balance2018-06-300
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-300
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-300
Contributions allocatedtoward minimum required contributions for current year2018-06-30263,056
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: DIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01159
Total number of active participants reported on line 7a of the Form 55002017-07-0126
Number of retired or separated participants receiving benefits2017-07-0143
Number of other retired or separated participants entitled to future benefits2017-07-0134
Total of all active and inactive participants2017-07-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-012
Total participants2017-07-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
Market value of plan assets2017-06-305,241,559
Acturial value of plan assets2017-06-305,241,559
Funding target for retired participants and beneficiaries receiving payment2017-06-302,161,114
Number of terminated vested participants2017-06-3085
Fundng target for terminated vested participants2017-06-301,962,839
Active participant vested funding target2017-06-30669,861
Number of active participants2017-06-3036
Total funding liabilities for active participants2017-06-30671,065
Total participant count2017-06-30160
Total funding target for all participants2017-06-304,795,018
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-300
Present value of excess contributions2017-06-3061,391
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-3065,283
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-300
Total employer contributions2017-06-3096,000
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-3090,900
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-306,643
Net shortfall amortization installment of oustanding balance2017-06-300
Waiver amortization installment2017-06-300
Waived amount of outstanding balance2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-300
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-300
Contributions allocatedtoward minimum required contributions for current year2017-06-3090,900
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: DIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01160
Total number of active participants reported on line 7a of the Form 55002016-07-0128
Number of retired or separated participants receiving benefits2016-07-0140
Number of other retired or separated participants entitled to future benefits2016-07-0188
Total of all active and inactive participants2016-07-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-013
Total participants2016-07-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: DIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01166
Total number of active participants reported on line 7a of the Form 55002015-07-0136
Number of retired or separated participants receiving benefits2015-07-0137
Number of other retired or separated participants entitled to future benefits2015-07-0185
Total of all active and inactive participants2015-07-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-012
Total participants2015-07-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: DIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01166
Total number of active participants reported on line 7a of the Form 55002014-07-0141
Number of retired or separated participants receiving benefits2014-07-0136
Number of other retired or separated participants entitled to future benefits2014-07-0187
Total of all active and inactive participants2014-07-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-012
Total participants2014-07-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: DIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01167
Total number of active participants reported on line 7a of the Form 55002013-07-0145
Number of retired or separated participants receiving benefits2013-07-0132
Number of other retired or separated participants entitled to future benefits2013-07-0187
Total of all active and inactive participants2013-07-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-012
Total participants2013-07-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-011
2012: DIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01171
Total number of active participants reported on line 7a of the Form 55002012-07-0154
Number of retired or separated participants receiving benefits2012-07-0131
Number of other retired or separated participants entitled to future benefits2012-07-0181
Total of all active and inactive participants2012-07-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-012
2011: DIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01179
Total number of active participants reported on line 7a of the Form 55002011-07-0159
Number of retired or separated participants receiving benefits2011-07-0132
Number of other retired or separated participants entitled to future benefits2011-07-0179
Total of all active and inactive participants2011-07-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-017
2010: DIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01184
Total number of active participants reported on line 7a of the Form 55002010-07-0173
Number of retired or separated participants receiving benefits2010-07-0131
Number of other retired or separated participants entitled to future benefits2010-07-0174
Total of all active and inactive participants2010-07-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-011
Total participants2010-07-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-016
2009: DIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01205
Total number of active participants reported on line 7a of the Form 55002009-07-0179
Number of retired or separated participants receiving benefits2009-07-0128
Number of other retired or separated participants entitled to future benefits2009-07-0176
Total of all active and inactive participants2009-07-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0120

Financial Data on DIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN

Measure Date Value
2022 : DIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$700,285
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$5,569,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$5,559,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$381,604
Value of total assets at end of year2022-06-30$21,094
Value of total assets at beginning of year2022-06-30$4,890,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$10,743
Total interest from all sources2022-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-06-30$0
Administrative expenses professional fees incurred2022-06-30$10,243
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-4,869,567
Value of net assets at end of year (total assets less liabilities)2022-06-30$21,094
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$4,890,661
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$500
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$21,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$4,647,923
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$242,738
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$5,212,449
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$318,681
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$381,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$346,660
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30SCHNEIDER DOWNS & COMPANY
Accountancy firm EIN2022-06-30251408703
2021 : DIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$985,687
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$292,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$275,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$0
Value of total assets at end of year2021-06-30$4,890,661
Value of total assets at beginning of year2021-06-30$4,197,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$16,500
Total interest from all sources2021-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Administrative expenses professional fees incurred2021-06-30$16,000
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$693,480
Value of net assets at end of year (total assets less liabilities)2021-06-30$4,890,661
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$4,197,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$500
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$4,647,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$3,986,777
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$242,738
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$210,404
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$985,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$275,707
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30SCHNEIDER DOWNS & COMPANY
Accountancy firm EIN2021-06-30251408703
2020 : DIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$212,699
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$269,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$260,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$0
Value of total assets at end of year2020-06-30$4,197,181
Value of total assets at beginning of year2020-06-30$4,254,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$8,820
Total interest from all sources2020-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Administrative expenses professional fees incurred2020-06-30$8,320
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-57,057
Value of net assets at end of year (total assets less liabilities)2020-06-30$4,197,181
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$4,254,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$500
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$3,986,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$4,042,261
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$210,404
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$211,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$212,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Employer contributions (assets) at beginning of year2020-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$260,936
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30SCHNEIDER DOWNS & COMPANY
Accountancy firm EIN2020-06-30251408703
2019 : DIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$253,000
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$269,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$260,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$0
Value of total assets at end of year2019-06-30$4,254,238
Value of total assets at beginning of year2019-06-30$4,271,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$9,000
Total interest from all sources2019-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Administrative expenses professional fees incurred2019-06-30$8,500
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-16,936
Value of net assets at end of year (total assets less liabilities)2019-06-30$4,254,238
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$4,271,174
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$500
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$4,042,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$3,820,654
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$211,977
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$200,520
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$253,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$0
Employer contributions (assets) at end of year2019-06-30$0
Employer contributions (assets) at beginning of year2019-06-30$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$260,936
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30SCHNEIDER DOWNS & COMPANY
Accountancy firm EIN2019-06-30251408703
2018 : DIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total transfer of assets to this plan2018-06-30$0
Total transfer of assets from this plan2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$630,259
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$2,000,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,984,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$282,000
Value of total assets at end of year2018-06-30$4,271,174
Value of total assets at beginning of year2018-06-30$5,641,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$15,478
Total interest from all sources2018-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$14,979
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-1,370,138
Value of net assets at end of year (total assets less liabilities)2018-06-30$4,271,174
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$5,641,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$499
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$3,820,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$5,327,846
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$200,520
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$281,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$348,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$282,000
Employer contributions (assets) at end of year2018-06-30$250,000
Employer contributions (assets) at beginning of year2018-06-30$32,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,984,919
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30SCHNEIDER DOWNS & COMPANY
Accountancy firm EIN2018-06-30251408703
2017 : DIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total transfer of assets to this plan2017-06-30$0
Total transfer of assets from this plan2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$651,028
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$251,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$243,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$96,000
Value of total assets at end of year2017-06-30$5,641,312
Value of total assets at beginning of year2017-06-30$5,241,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$7,785
Total interest from all sources2017-06-30$35
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$119,994
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$119,994
Administrative expenses professional fees incurred2017-06-30$7,285
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$7,345
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$399,753
Value of net assets at end of year (total assets less liabilities)2017-06-30$5,641,312
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$5,241,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$500
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$5,327,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$4,980,914
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$35
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$281,466
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$253,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$434,999
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$96,000
Employer contributions (assets) at end of year2017-06-30$32,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$243,490
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30SCHNEIDER DOWNS & COMPANY
Accountancy firm EIN2017-06-30251408703
2016 : DIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total transfer of assets to this plan2016-06-30$0
Total transfer of assets from this plan2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$104,475
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$283,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$276,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$64,000
Value of total assets at end of year2016-06-30$5,241,559
Value of total assets at beginning of year2016-06-30$5,420,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$6,643
Total interest from all sources2016-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$6,143
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Assets. Other investments not covered elsewhere at end of year2016-06-30$7,345
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$0
Other income not declared elsewhere2016-06-30$7,358
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-178,955
Value of net assets at end of year (total assets less liabilities)2016-06-30$5,241,559
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$5,420,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$500
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$4,980,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$5,146,384
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$253,300
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$274,130
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$33,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$64,000
Employer contributions (assets) at beginning of year2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$276,787
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30SCHNEIDER DOWNS & COMPANY
Accountancy firm EIN2016-06-30251408703
2015 : DIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total transfer of assets to this plan2015-06-30$0
Total transfer of assets from this plan2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$187,363
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$209,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$199,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$63,560
Value of total assets at end of year2015-06-30$5,420,514
Value of total assets at beginning of year2015-06-30$5,442,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$9,453
Total interest from all sources2015-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$8,953
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-21,675
Value of net assets at end of year (total assets less liabilities)2015-06-30$5,420,514
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$5,442,189
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$500
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$5,146,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$5,165,974
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$274,130
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$259,382
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$123,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$63,560
Employer contributions (assets) at end of year2015-06-30$0
Employer contributions (assets) at beginning of year2015-06-30$16,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$199,585
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30SCHNEIDER DOWNS & COMPANY
Accountancy firm EIN2015-06-30251408703
2014 : DIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total transfer of assets to this plan2014-06-30$0
Total transfer of assets from this plan2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$950,022
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$195,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$189,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$67,332
Value of total assets at end of year2014-06-30$5,442,189
Value of total assets at beginning of year2014-06-30$4,687,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$6,755
Total interest from all sources2014-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$6,255
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$300,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$754,254
Value of net assets at end of year (total assets less liabilities)2014-06-30$5,442,189
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$4,687,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$500
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$5,165,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$4,464,583
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$259,382
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$197,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$882,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$67,332
Employer contributions (assets) at end of year2014-06-30$16,833
Employer contributions (assets) at beginning of year2014-06-30$25,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$189,013
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30SCHNEIDER DOWNS & COMPANY
Accountancy firm EIN2014-06-30251408703
2013 : DIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total transfer of assets to this plan2013-06-30$0
Total transfer of assets from this plan2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$709,821
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$211,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$204,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$70,967
Value of total assets at end of year2013-06-30$4,687,935
Value of total assets at beginning of year2013-06-30$4,189,499
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$7,263
Total interest from all sources2013-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$6,555
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$250,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$498,436
Value of net assets at end of year (total assets less liabilities)2013-06-30$4,687,935
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$4,189,499
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$708
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$4,464,583
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$3,945,117
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$197,832
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$196,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$638,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$70,967
Employer contributions (assets) at end of year2013-06-30$25,520
Employer contributions (assets) at beginning of year2013-06-30$47,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$204,122
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30SCHNEIDER DOWNS & COMPANY
Accountancy firm EIN2013-06-30251408703
2012 : DIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total transfer of assets to this plan2012-06-30$0
Total transfer of assets from this plan2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$143,428
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$204,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$195,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$135,269
Value of total assets at end of year2012-06-30$4,189,499
Value of total assets at beginning of year2012-06-30$4,250,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$9,013
Total interest from all sources2012-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$8,013
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$250,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-61,103
Value of net assets at end of year (total assets less liabilities)2012-06-30$4,189,499
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$4,250,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$1,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$3,945,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$4,054,033
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$196,751
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$196,569
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$8,159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$135,269
Employer contributions (assets) at end of year2012-06-30$47,631
Employer contributions (assets) at beginning of year2012-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$195,518
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30SCHNEIDER DOWNS & COMPANY
Accountancy firm EIN2012-06-30251408703
2011 : DIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$897,768
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$205,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$197,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$151,274
Value of total assets at end of year2011-06-30$4,250,602
Value of total assets at beginning of year2011-06-30$3,558,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$7,475
Total interest from all sources2011-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$7,475
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$250,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$692,342
Value of net assets at end of year (total assets less liabilities)2011-06-30$4,250,602
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$3,558,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$4,054,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$3,408,608
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$196,569
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$149,652
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$746,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$151,274
Employer contributions (assets) at end of year2011-06-30$0
Employer contributions (assets) at beginning of year2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$197,951
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30SCHNEIDER DOWNS & COMPANY
Accountancy firm EIN2011-06-30251408703
2010 : DIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for DIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN

2021: DIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: DIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: DIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: DIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: DIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: DIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: DIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: DIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: DIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: DIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: DIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: DIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: DIRECTIONS FOR YOUTH AND FAMILIES, INC. PENSION PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-DN7B
Policy instance 1
Insurance contract or identification numberGAP-B2-DN7B
Number of Individuals Covered0
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $90
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
Commission paid to Insurance BrokerUSD $90
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-DN7B
Policy instance 1
Insurance contract or identification numberGAP-B2-DN7B
Number of Individuals Covered100
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $500
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
Commission paid to Insurance BrokerUSD $500
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-DN7B
Policy instance 1
Insurance contract or identification numberGAP-B2-DN7B
Number of Individuals Covered102
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $513
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
Commission paid to Insurance BrokerUSD $513
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-DN7B
Policy instance 1
Insurance contract or identification numberGAP-B2-DN7B
Number of Individuals Covered102
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $507
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
Commission paid to Insurance BrokerUSD $507
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-DN7B
Policy instance 1
Insurance contract or identification numberGAP-B2-DN7B
Number of Individuals Covered105
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $584
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-DN7B
Policy instance 1
Insurance contract or identification numberGAP-B2-DN7B
Number of Individuals Covered160
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $655
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
Commission paid to Insurance BrokerUSD $655
Insurance broker organization code?3
Insurance broker nameUBS FINANCIAL SERVICES
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-DN7B
Policy instance 1
Insurance contract or identification numberGAP-B2-DN7B
Number of Individuals Covered166
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $747
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
Commission paid to Insurance BrokerUSD $747
Insurance broker organization code?3
Insurance broker nameUBS FINANCIAL SERVICES
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-DN7B
Policy instance 1
Insurance contract or identification numberGAP-B2-DN7B
Number of Individuals Covered166
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $532
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
Commission paid to Insurance BrokerUSD $532
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameUBS FINANCIAL SERVICES
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-DN7B
Policy instance 1
Insurance contract or identification numberGAP-B2-DN7B
Number of Individuals Covered167
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $496
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
Commission paid to Insurance BrokerUSD $496
Insurance broker organization code?3
Insurance broker nameUBS FINANCIAL SERVICES
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-DN7B
Policy instance 1
Insurance contract or identification numberGAP-B2-DN7B
Number of Individuals Covered171
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $492
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-DN7B
Policy instance 2
Insurance contract or identification numberGAP-B2-DN7B
Number of Individuals Covered181
Insurance policy start date2011-02-25
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $172
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
NATIONWIDE LIFE INSURANCE CO. OF AMERICA (National Association of Insurance Commissioners NAIC id number: 25453 )
Policy contract number006326201001
Policy instance 1
Insurance contract or identification number006326201001
Number of Individuals Covered0
Insurance policy start date2010-07-01
Insurance policy end date2011-02-23
Total amount of commissions paid to insurance brokerUSD $6,480
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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

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