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COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN 401k Plan overview

Plan NameCOMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN
Plan identification number 001

COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

COMMUNITY WORKSHOP AND TRAINING CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY WORKSHOP AND TRAINING CENTER, INC.
Employer identification number (EIN):376057596
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01AMY WITTEKIEND MICHAEL GRANE2018-10-15
0012016-01-01AMY WITTEKIEND MICHAEL GRANE2017-10-16
0012015-01-01AMY WITTEKIEND AMY WITTEKIEND2016-10-14
0012014-01-01AMY WITTEKIEND AMY WITTEKIEND2015-10-14
0012014-01-01AMY WITTEKIEND AMY WITTEKIEND2015-10-15
0012013-01-01AMY WITTEKIEND
0012012-01-01MICHAEL F. GRANE
0012011-01-01AMY WITTEKIEND
0012010-01-01AMY WITTEKIEND

Plan Statistics for COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN

401k plan membership statisitcs for COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN

Measure Date Value
2022: COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01129
Total number of active participants reported on line 7a of the Form 55002022-01-01105
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0124
Total of all active and inactive participants2022-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01129
Number of participants with account balances2022-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01127
Total number of active participants reported on line 7a of the Form 55002021-01-01112
Number of retired or separated participants receiving benefits2021-01-0116
Number of other retired or separated participants entitled to future benefits2021-01-013
Total of all active and inactive participants2021-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01131
Number of participants with account balances2021-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01138
Total number of active participants reported on line 7a of the Form 55002020-01-01111
Number of retired or separated participants receiving benefits2020-01-0115
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01128
Number of participants with account balances2020-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01122
Total number of active participants reported on line 7a of the Form 55002019-01-01109
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01109
Number of participants with account balances2019-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01122
Total number of active participants reported on line 7a of the Form 55002018-01-01113
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0118
Total of all active and inactive participants2018-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01131
Number of participants with account balances2018-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01130
Total number of active participants reported on line 7a of the Form 55002017-01-01106
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0119
Total of all active and inactive participants2017-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01125
Number of participants with account balances2017-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01132
Total number of active participants reported on line 7a of the Form 55002016-01-01116
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0117
Total of all active and inactive participants2016-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01133
Number of participants with account balances2016-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01138
Total number of active participants reported on line 7a of the Form 55002015-01-01109
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0119
Total of all active and inactive participants2015-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01130
Number of participants with account balances2015-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01147
Total number of active participants reported on line 7a of the Form 55002014-01-01126
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01127
Number of participants with account balances2014-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01166
Total number of active participants reported on line 7a of the Form 55002013-01-01137
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0110
Total of all active and inactive participants2013-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01147
Number of participants with account balances2013-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01157
Total number of active participants reported on line 7a of the Form 55002012-01-01144
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01153
Number of participants with account balances2012-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01159
Total number of active participants reported on line 7a of the Form 55002011-01-01148
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-017
Total of all active and inactive participants2011-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01155
Number of participants with account balances2011-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01151
Total number of active participants reported on line 7a of the Form 55002010-01-01163
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01163
Number of participants with account balances2010-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN

Measure Date Value
2022 : COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$8,449
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$125
Total income from all sources (including contributions)2022-12-31$-640,728
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$105,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$94,651
Expenses. Certain deemed distributions of participant loans2022-12-31$8,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$169,158
Value of total assets at end of year2022-12-31$3,694,795
Value of total assets at beginning of year2022-12-31$4,432,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,161
Total interest from all sources2022-12-31$17,792
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,721
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$6,721
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$94,714
Participant contributions at end of year2022-12-31$1,113
Participant contributions at beginning of year2022-12-31$370
Participant contributions at end of year2022-12-31$3,502
Participant contributions at beginning of year2022-12-31$3,792
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$7
Liabilities. Value of operating payables at end of year2022-12-31$115
Liabilities. Value of operating payables at beginning of year2022-12-31$125
Total non interest bearing cash at end of year2022-12-31$125
Total non interest bearing cash at beginning of year2022-12-31$125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-745,874
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,686,346
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,432,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$1,671
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$810,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$943,879
Value of interest in pooled separate accounts at end of year2022-12-31$2,177,536
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,885,815
Interest on participant loans2022-12-31$92
Interest earned on other investments2022-12-31$17,166
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$55,448
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$46,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$46,213
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$534
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$643,016
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$548,483
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-184,341
Net investment gain/loss from pooled separate accounts2022-12-31$-650,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$74,444
Employer contributions (assets) at end of year2022-12-31$3,352
Employer contributions (assets) at beginning of year2022-12-31$3,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$94,651
Contract administrator fees2022-12-31$490
Liabilities. Value of benefit claims payable at end of year2022-12-31$8,334
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31JMM CPA
Accountancy firm EIN2022-12-31472940358
2021 : COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$13,552
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$125
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$79
Total income from all sources (including contributions)2021-12-31$747,799
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$36,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$34,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$169,368
Value of total assets at end of year2021-12-31$4,432,345
Value of total assets at beginning of year2021-12-31$3,707,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,811
Total interest from all sources2021-12-31$15,679
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,874
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,874
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,200,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$96,218
Participant contributions at end of year2021-12-31$370
Participant contributions at beginning of year2021-12-31$10,102
Participant contributions at end of year2021-12-31$3,792
Participant contributions at beginning of year2021-12-31$3,546
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$7
Liabilities. Value of operating payables at end of year2021-12-31$125
Liabilities. Value of operating payables at beginning of year2021-12-31$79
Total non interest bearing cash at end of year2021-12-31$125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$711,413
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,432,220
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,707,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$1,516
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$943,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$782,246
Value of interest in pooled separate accounts at end of year2021-12-31$2,885,815
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,262,836
Interest on participant loans2021-12-31$248
Interest earned on other investments2021-12-31$15,428
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$46,213
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$38,878
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$38,878
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$548,483
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$606,534
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$558,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$73,150
Employer contributions (assets) at end of year2021-12-31$3,661
Employer contributions (assets) at beginning of year2021-12-31$3,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$34,575
Contract administrator fees2021-12-31$295
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GORDON, STOCKMAN & WAUGH
Accountancy firm EIN2021-12-31412110811
2020 : COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$79
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$95
Total income from all sources (including contributions)2020-12-31$688,587
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$125,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$123,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$158,272
Value of total assets at end of year2020-12-31$3,707,334
Value of total assets at beginning of year2020-12-31$3,143,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,935
Total interest from all sources2020-12-31$19,334
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,978
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$4,978
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,200,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$89,446
Participant contributions at end of year2020-12-31$10,102
Participant contributions at beginning of year2020-12-31$13,817
Participant contributions at end of year2020-12-31$3,546
Participant contributions at beginning of year2020-12-31$3,347
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$4,524
Liabilities. Value of operating payables at end of year2020-12-31$79
Liabilities. Value of operating payables at beginning of year2020-12-31$95
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$563,378
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,707,255
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,143,877
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$1,935
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$782,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$627,269
Value of interest in pooled separate accounts at end of year2020-12-31$2,262,836
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,832,071
Interest on participant loans2020-12-31$912
Interest earned on other investments2020-12-31$18,301
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$38,878
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$31,589
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$31,589
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$121
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$606,534
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$628,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$103,298
Net investment gain/loss from pooled separate accounts2020-12-31$402,705
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$68,826
Employer contributions (assets) at end of year2020-12-31$3,192
Employer contributions (assets) at beginning of year2020-12-31$2,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$123,274
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GORDON, STOCKMAN & WAUGH
Accountancy firm EIN2020-12-31412110811
2019 : COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$95
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$95
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$62
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$62
Total income from all sources (including contributions)2019-12-31$667,979
Total income from all sources (including contributions)2019-12-31$667,979
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$86,724
Total of all expenses incurred2019-12-31$86,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$84,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$84,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$142,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$142,765
Value of total assets at end of year2019-12-31$3,143,972
Value of total assets at end of year2019-12-31$3,143,972
Value of total assets at beginning of year2019-12-31$2,562,684
Value of total assets at beginning of year2019-12-31$2,562,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,854
Total interest from all sources2019-12-31$18,892
Total interest from all sources2019-12-31$18,892
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,900
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,900
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,900
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,900
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,200,000
Value of fidelity bond cover2019-12-31$1,200,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$80,159
Contributions received from participants2019-12-31$80,159
Participant contributions at end of year2019-12-31$13,817
Participant contributions at end of year2019-12-31$13,817
Participant contributions at beginning of year2019-12-31$23,520
Participant contributions at beginning of year2019-12-31$23,520
Participant contributions at end of year2019-12-31$3,347
Participant contributions at end of year2019-12-31$3,347
Participant contributions at beginning of year2019-12-31$3,133
Participant contributions at beginning of year2019-12-31$3,133
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$4,524
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$4,524
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,422
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,422
Liabilities. Value of operating payables at end of year2019-12-31$95
Liabilities. Value of operating payables at end of year2019-12-31$95
Liabilities. Value of operating payables at beginning of year2019-12-31$62
Liabilities. Value of operating payables at beginning of year2019-12-31$62
Total non interest bearing cash at beginning of year2019-12-31$1,680
Total non interest bearing cash at beginning of year2019-12-31$1,680
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$581,255
Value of net income/loss2019-12-31$581,255
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,143,877
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,143,877
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,562,622
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,562,622
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$1,649
Investment advisory and management fees2019-12-31$1,649
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$627,269
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$627,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$499,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$499,249
Value of interest in pooled separate accounts at end of year2019-12-31$1,832,071
Value of interest in pooled separate accounts at end of year2019-12-31$1,832,071
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,471,933
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,471,933
Interest on participant loans2019-12-31$1,063
Interest on participant loans2019-12-31$1,063
Interest earned on other investments2019-12-31$17,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$31,589
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$31,589
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$24,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$24,131
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$24,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$24,131
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$494
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$494
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$628,676
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$531,380
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$531,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$107,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$107,094
Net investment gain/loss from pooled separate accounts2019-12-31$394,328
Net investment gain/loss from pooled separate accounts2019-12-31$394,328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$62,606
Contributions received in cash from employer2019-12-31$62,606
Employer contributions (assets) at end of year2019-12-31$2,679
Employer contributions (assets) at end of year2019-12-31$2,679
Employer contributions (assets) at beginning of year2019-12-31$3,236
Employer contributions (assets) at beginning of year2019-12-31$3,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$84,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$84,870
Contract administrator fees2019-12-31$205
Contract administrator fees2019-12-31$205
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GORDON, STOCKMAN & WAUGH
Accountancy firm name2019-12-31GORDON, STOCKMAN & WAUGH
Accountancy firm EIN2019-12-31412110811
Accountancy firm EIN2019-12-31412110811
2018 : COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$62
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$9,444
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$30,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$28,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$145,997
Value of total assets at end of year2018-12-31$2,562,684
Value of total assets at beginning of year2018-12-31$2,583,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,908
Total interest from all sources2018-12-31$16,140
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,642
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$4,642
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,200,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$77,862
Participant contributions at end of year2018-12-31$23,520
Participant contributions at beginning of year2018-12-31$5,277
Participant contributions at end of year2018-12-31$3,133
Participant contributions at beginning of year2018-12-31$3,448
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$7,096
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$4,422
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,069
Liabilities. Value of operating payables at end of year2018-12-31$62
Total non interest bearing cash at end of year2018-12-31$1,680
Total non interest bearing cash at beginning of year2018-12-31$1,136
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-21,150
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,562,622
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,583,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$1,858
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$499,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$507,584
Value of interest in pooled separate accounts at end of year2018-12-31$1,471,933
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,533,168
Interest on participant loans2018-12-31$635
Interest earned on other investments2018-12-31$15,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$24,131
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$16,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$16,832
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$54
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$531,380
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$511,123
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-36,286
Net investment gain/loss from pooled separate accounts2018-12-31$-121,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$61,039
Employer contributions (assets) at end of year2018-12-31$3,236
Employer contributions (assets) at beginning of year2018-12-31$3,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$28,686
Contract administrator fees2018-12-31$50
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GORDON, STOCKMAN & WAUGH
Accountancy firm EIN2018-12-31412110811
2017 : COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$475,474
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$268,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$266,263
Expenses. Certain deemed distributions of participant loans2017-12-31$797
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$129,945
Value of total assets at end of year2017-12-31$2,583,772
Value of total assets at beginning of year2017-12-31$2,376,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,378
Total interest from all sources2017-12-31$12,499
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,477
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,477
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$72,890
Participant contributions at end of year2017-12-31$5,277
Participant contributions at beginning of year2017-12-31$12,923
Participant contributions at end of year2017-12-31$3,448
Participant contributions at beginning of year2017-12-31$13,307
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,727
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,069
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,447
Total non interest bearing cash at end of year2017-12-31$1,136
Total non interest bearing cash at beginning of year2017-12-31$1,136
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$207,036
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,583,772
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,376,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$1,378
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$507,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$387,193
Value of interest in pooled separate accounts at end of year2017-12-31$1,533,168
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,498,683
Interest on participant loans2017-12-31$544
Interest earned on other investments2017-12-31$11,904
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$16,832
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$8,517
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$8,517
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$51
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$511,123
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$440,694
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$71,288
Net investment gain/loss from pooled separate accounts2017-12-31$258,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$53,328
Employer contributions (assets) at end of year2017-12-31$3,135
Employer contributions (assets) at beginning of year2017-12-31$11,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$266,263
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31JOHN E. MEISTER, CPA
Accountancy firm EIN2017-12-31264354755
2016 : COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$257,808
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$52,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$42,277
Expenses. Certain deemed distributions of participant loans2016-12-31$8,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$114,365
Value of total assets at end of year2016-12-31$2,376,736
Value of total assets at beginning of year2016-12-31$2,171,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,722
Total interest from all sources2016-12-31$13,625
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$3,317
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$200,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$62,733
Participant contributions at end of year2016-12-31$12,923
Participant contributions at beginning of year2016-12-31$25,063
Participant contributions at end of year2016-12-31$13,307
Participant contributions at beginning of year2016-12-31$11,982
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2,447
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$151
Total non interest bearing cash at end of year2016-12-31$1,136
Total non interest bearing cash at beginning of year2016-12-31$1,121
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$205,431
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,376,736
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,171,305
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$1,652
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$387,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$327,415
Value of interest in pooled separate accounts at end of year2016-12-31$1,498,683
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,381,562
Interest on participant loans2016-12-31$1,153
Interest earned on other investments2016-12-31$12,472
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$8,517
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,612
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,612
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$440,694
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$408,798
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$23,149
Net investment gain/loss from pooled separate accounts2016-12-31$103,352
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$51,632
Employer contributions (assets) at end of year2016-12-31$11,836
Employer contributions (assets) at beginning of year2016-12-31$11,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$42,277
Contract administrator fees2016-12-31$70
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MEISTER,HILTON,CHITWOOD & ASSOCIATE
Accountancy firm EIN2016-12-31812107176
2015 : COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$46
Total income from all sources (including contributions)2015-12-31$97,482
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$24,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$14,564
Expenses. Certain deemed distributions of participant loans2015-12-31$8,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$115,017
Value of total assets at end of year2015-12-31$2,171,305
Value of total assets at beginning of year2015-12-31$2,098,540
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,908
Total interest from all sources2015-12-31$12,329
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,483
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,483
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$200,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$56,968
Participant contributions at end of year2015-12-31$25,063
Participant contributions at beginning of year2015-12-31$30,268
Participant contributions at end of year2015-12-31$11,982
Participant contributions at beginning of year2015-12-31$7,321
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$7,695
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$151
Liabilities. Value of operating payables at beginning of year2015-12-31$46
Total non interest bearing cash at end of year2015-12-31$1,121
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$72,811
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,171,305
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,098,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$1,055
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$327,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$300,105
Value of interest in pooled separate accounts at end of year2015-12-31$1,381,562
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,368,211
Interest on participant loans2015-12-31$676
Interest earned on other investments2015-12-31$11,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,612
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,270
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$408,798
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$382,758
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,643
Net investment gain/loss from pooled separate accounts2015-12-31$-27,704
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$50,354
Employer contributions (assets) at end of year2015-12-31$11,601
Employer contributions (assets) at beginning of year2015-12-31$6,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$14,564
Contract administrator fees2015-12-31$853
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31JOHN E. MEISTER, CPA
Accountancy firm EIN2015-12-31264354755
2014 : COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$46
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$216,215
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$42,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$40,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$113,591
Value of total assets at end of year2014-12-31$2,098,540
Value of total assets at beginning of year2014-12-31$1,925,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,921
Total interest from all sources2014-12-31$12,186
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,736
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,736
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$200,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$60,285
Participant contributions at end of year2014-12-31$30,268
Participant contributions at beginning of year2014-12-31$22,757
Participant contributions at end of year2014-12-31$7,321
Participant contributions at beginning of year2014-12-31$2,602
Liabilities. Value of operating payables at end of year2014-12-31$46
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$173,465
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,098,494
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,925,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$1,609
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$300,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$251,298
Value of interest in pooled separate accounts at end of year2014-12-31$1,368,211
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,267,594
Interest on participant loans2014-12-31$1,044
Interest earned on other investments2014-12-31$11,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,270
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,001
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,001
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$382,758
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$374,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$14,649
Net investment gain/loss from pooled separate accounts2014-12-31$73,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$53,306
Employer contributions (assets) at end of year2014-12-31$6,607
Employer contributions (assets) at beginning of year2014-12-31$2,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$40,829
Contract administrator fees2014-12-31$312
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31JOHN E. MEISTER, CPA
Accountancy firm EIN2014-12-31264354755
2013 : COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$438,345
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$139,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$138,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$116,572
Value of total assets at end of year2013-12-31$1,925,029
Value of total assets at beginning of year2013-12-31$1,626,544
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,841
Total interest from all sources2013-12-31$12,445
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,145
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$200,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$62,034
Participant contributions at end of year2013-12-31$22,757
Participant contributions at beginning of year2013-12-31$20,330
Participant contributions at end of year2013-12-31$2,602
Participant contributions at beginning of year2013-12-31$3,438
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$298,485
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,925,029
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,626,544
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$251,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$169,524
Value of interest in pooled separate accounts at end of year2013-12-31$1,267,594
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,032,642
Interest on participant loans2013-12-31$973
Interest earned on other investments2013-12-31$11,472
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,001
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,800
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,800
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$374,904
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$394,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$40,953
Net investment gain/loss from pooled separate accounts2013-12-31$266,230
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$54,538
Employer contributions (assets) at end of year2013-12-31$2,873
Employer contributions (assets) at beginning of year2013-12-31$3,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$138,019
Contract administrator fees2013-12-31$1,841
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31JOHN E. MEISTER, CPA
Accountancy firm EIN2013-12-31264354755
2012 : COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$43
Total income from all sources (including contributions)2012-12-31$264,675
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$63,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$56,544
Expenses. Certain deemed distributions of participant loans2012-12-31$5,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$118,091
Value of total assets at end of year2012-12-31$1,626,544
Value of total assets at beginning of year2012-12-31$1,425,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,766
Total interest from all sources2012-12-31$12,172
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,430
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$200,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$62,835
Participant contributions at end of year2012-12-31$20,330
Participant contributions at beginning of year2012-12-31$1,870
Participant contributions at end of year2012-12-31$3,438
Participant contributions at beginning of year2012-12-31$2,648
Liabilities. Value of operating payables at beginning of year2012-12-31$43
Total non interest bearing cash at beginning of year2012-12-31$42
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$201,231
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,626,544
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,425,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$169,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$114,175
Value of interest in pooled separate accounts at end of year2012-12-31$1,032,642
Value of interest in pooled separate accounts at beginning of year2012-12-31$902,320
Interest on participant loans2012-12-31$426
Interest earned on other investments2012-12-31$11,746
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,800
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$6,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$6,972
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$394,352
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$394,995
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$16,904
Net investment gain/loss from pooled separate accounts2012-12-31$115,078
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$55,256
Employer contributions (assets) at end of year2012-12-31$3,458
Employer contributions (assets) at beginning of year2012-12-31$2,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$56,544
Contract administrator fees2012-12-31$1,766
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31JOHN E. MEISTER, CPA
Accountancy firm EIN2012-12-31264354755
2011 : COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$43
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$85,200
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$50,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$48,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$121,524
Value of total assets at end of year2011-12-31$1,425,356
Value of total assets at beginning of year2011-12-31$1,390,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,038
Total interest from all sources2011-12-31$10,755
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,554
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,554
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$200,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$67,344
Participant contributions at end of year2011-12-31$1,870
Participant contributions at beginning of year2011-12-31$27,122
Participant contributions at end of year2011-12-31$2,648
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$12,525
Liabilities. Value of operating payables at end of year2011-12-31$43
Total non interest bearing cash at end of year2011-12-31$42
Total non interest bearing cash at beginning of year2011-12-31$198
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$34,673
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,425,313
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,390,640
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$114,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$82,052
Value of interest in pooled separate accounts at end of year2011-12-31$902,320
Value of interest in pooled separate accounts at beginning of year2011-12-31$971,839
Interest on participant loans2011-12-31$417
Interest earned on other investments2011-12-31$10,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$6,972
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,147
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,147
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$394,995
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$307,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-4,369
Net investment gain/loss from pooled separate accounts2011-12-31$-44,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$41,655
Employer contributions (assets) at end of year2011-12-31$2,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$48,489
Contract administrator fees2011-12-31$2,038
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31JOHN E. MEISTER, CPA
Accountancy firm EIN2011-12-31264354755
2010 : COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$206,713
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$6,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,918
Expenses. Certain deemed distributions of participant loans2010-12-31$2,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$69,624
Value of total assets at end of year2010-12-31$1,390,640
Value of total assets at beginning of year2010-12-31$1,190,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,209
Total interest from all sources2010-12-31$11,719
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,034
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,034
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$150,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$52,804
Participant contributions at end of year2010-12-31$27,122
Participant contributions at beginning of year2010-12-31$38,737
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$8,942
Administrative expenses (other) incurred2010-12-31$1,602
Total non interest bearing cash at end of year2010-12-31$198
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$199,834
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,390,640
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,190,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$82,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$65,812
Value of interest in pooled separate accounts at end of year2010-12-31$971,839
Value of interest in pooled separate accounts at beginning of year2010-12-31$753,958
Interest on participant loans2010-12-31$2,384
Interest earned on other investments2010-12-31$9,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,147
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$307,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$332,299
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$7,664
Net investment gain/loss from pooled separate accounts2010-12-31$116,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$7,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,918
Contract administrator fees2010-12-31$607
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No

Form 5500 Responses for COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN

2022: COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number075077-0001
Policy instance 1
Insurance contract or identification number075077-0001
Number of Individuals Covered49
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $6,288
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?Yes
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 $6,288
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number075077-0001
Policy instance 1
Insurance contract or identification number075077-0001
Number of Individuals Covered48
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $6,469
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?Yes
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 $6,469
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number075077-0001
Policy instance 1
Insurance contract or identification number075077-0001
Number of Individuals Covered43
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $5,913
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?Yes
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 $5,913
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number075077-0001
Policy instance 1
Insurance contract or identification number075077-0001
Number of Individuals Covered43
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $5,619
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?Yes
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 $5,619
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number075077
Policy instance 2
Insurance contract or identification number075077
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number075077-0001
Policy instance 1
Insurance contract or identification number075077-0001
Number of Individuals Covered43
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $5,442
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?Yes
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 $5,442
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number075077-0001
Policy instance 1
Insurance contract or identification number075077-0001
Number of Individuals Covered44
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $5,285
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?Yes
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 $5,285
Insurance broker organization code?3
Insurance broker nameJ. CRAWMER, CLU
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number075077001
Policy instance 1
Insurance contract or identification number075077001
Number of Individuals Covered48
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $49
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?Yes
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 $49
Insurance broker organization code?3
Insurance broker nameJ. CRAWMER, CLU
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number075077001
Policy instance 1
Insurance contract or identification number075077001
Number of Individuals Covered48
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,505
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?Yes
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 $3,505
Insurance broker organization code?3
Insurance broker nameJ. CRAWMER, CLU
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number075077001
Policy instance 1
Insurance contract or identification number075077001
Number of Individuals Covered48
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,519
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?Yes
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?Yes
Commission paid to Insurance BrokerUSD $3,519
Insurance broker organization code?3
Insurance broker nameJ. CRAMER, CLU
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number075077001
Policy instance 1
Insurance contract or identification number075077001
Number of Individuals Covered53
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,348
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?Yes
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 $3,348
Insurance broker organization code?3
Insurance broker nameJ. CRAMER, CLU
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number075077001
Policy instance 1
Insurance contract or identification number075077001
Number of Individuals Covered54
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,547
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?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number800598
Policy instance 1
Insurance contract or identification number800598
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,714
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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