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TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN 401k Plan overview

Plan NameTRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN
Plan identification number 001

TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC.
Employer identification number (EIN):381992598
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-02-01CHANDA HILLMAN2024-11-13
0012022-02-01CHANDA HILLMAN2023-11-14
0012021-02-01CHANDA HILLMAN2022-11-15
0012020-02-01CHANDA HILLMAN2021-11-12
0012019-02-01CHANDA HILLMAN2020-11-13
0012018-02-01CHANDA HILLMAN2019-11-08
0012017-02-01
0012016-02-01
0012015-02-01RAMONA BOROWICZ RAMONA BOROWICZ2016-11-15
0012014-02-01RAMONA BOROWICZ RAMONA BOROWICZ2015-11-13
0012013-02-01RAMONA BOROWICZ RAMONA BOROWICZ2014-11-17
0012012-02-01RAMONA BOROWICZ
0012011-02-01RAMONA BOROWICZ
0012010-11-01RAMONA BOROWICZ RAMONA BOROWICZ2011-06-27
0012009-11-01RAMONA BOROWICZ RAMONA BOROWICZ2011-06-23
0012008-11-01

Plan Statistics for TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN

401k plan membership statisitcs for TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2023: TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-02-01214
Total number of active participants reported on line 7a of the Form 55002023-02-01189
Number of retired or separated participants receiving benefits2023-02-012
Number of other retired or separated participants entitled to future benefits2023-02-0131
Total of all active and inactive participants2023-02-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-02-010
Total participants2023-02-01222
Number of participants with account balances2023-02-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-02-0110
2022: TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-02-01246
Total number of active participants reported on line 7a of the Form 55002022-02-01171
Number of retired or separated participants receiving benefits2022-02-015
Number of other retired or separated participants entitled to future benefits2022-02-0135
Total of all active and inactive participants2022-02-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-02-011
Total participants2022-02-01212
Number of participants with account balances2022-02-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-02-0137
2021: TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-02-01234
Total number of active participants reported on line 7a of the Form 55002021-02-01212
Number of retired or separated participants receiving benefits2021-02-014
Number of other retired or separated participants entitled to future benefits2021-02-0132
Total of all active and inactive participants2021-02-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-02-010
Total participants2021-02-01248
Number of participants with account balances2021-02-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-02-0117
2020: TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-02-01178
Total number of active participants reported on line 7a of the Form 55002020-02-01186
Number of retired or separated participants receiving benefits2020-02-010
Number of other retired or separated participants entitled to future benefits2020-02-0122
Total of all active and inactive participants2020-02-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-02-010
Total participants2020-02-01208
Number of participants with account balances2020-02-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-02-017
2019: TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-02-01160
Total number of active participants reported on line 7a of the Form 55002019-02-01161
Number of retired or separated participants receiving benefits2019-02-011
Number of other retired or separated participants entitled to future benefits2019-02-0111
Total of all active and inactive participants2019-02-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-02-011
Total participants2019-02-01174
Number of participants with account balances2019-02-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-02-012
2018: TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-02-01143
Total number of active participants reported on line 7a of the Form 55002018-02-01143
Number of retired or separated participants receiving benefits2018-02-011
Number of other retired or separated participants entitled to future benefits2018-02-0115
Total of all active and inactive participants2018-02-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-02-010
Total participants2018-02-01159
Number of participants with account balances2018-02-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-02-014
2017: TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-02-01189
Total number of active participants reported on line 7a of the Form 55002017-02-01125
Number of retired or separated participants receiving benefits2017-02-010
Number of other retired or separated participants entitled to future benefits2017-02-0118
Total of all active and inactive participants2017-02-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-02-010
Total participants2017-02-01143
Number of participants with account balances2017-02-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-02-0115
2016: TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-02-01206
Total number of active participants reported on line 7a of the Form 55002016-02-01139
Number of retired or separated participants receiving benefits2016-02-010
Number of other retired or separated participants entitled to future benefits2016-02-0147
Total of all active and inactive participants2016-02-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-02-010
Total participants2016-02-01186
Number of participants with account balances2016-02-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-02-017
2015: TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-02-01202
Total number of active participants reported on line 7a of the Form 55002015-02-01162
Number of retired or separated participants receiving benefits2015-02-0112
Number of other retired or separated participants entitled to future benefits2015-02-0120
Total of all active and inactive participants2015-02-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-02-010
Total participants2015-02-01194
Number of participants with account balances2015-02-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-02-019
2014: TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-02-01217
Total number of active participants reported on line 7a of the Form 55002014-02-01177
Number of retired or separated participants receiving benefits2014-02-0128
Number of other retired or separated participants entitled to future benefits2014-02-010
Total of all active and inactive participants2014-02-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-02-010
Total participants2014-02-01205
Number of participants with account balances2014-02-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-02-0111
2013: TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-02-01202
Total number of active participants reported on line 7a of the Form 55002013-02-01160
Number of retired or separated participants receiving benefits2013-02-010
Number of other retired or separated participants entitled to future benefits2013-02-0147
Total of all active and inactive participants2013-02-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-02-010
Total participants2013-02-01207
Number of participants with account balances2013-02-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-02-013
2012: TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-02-01211
Total number of active participants reported on line 7a of the Form 55002012-02-01178
Number of retired or separated participants receiving benefits2012-02-010
Number of other retired or separated participants entitled to future benefits2012-02-0124
Total of all active and inactive participants2012-02-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-02-010
Total participants2012-02-01202
Number of participants with account balances2012-02-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-02-0117
2011: TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-02-01211
Total number of active participants reported on line 7a of the Form 55002011-02-01159
Number of retired or separated participants receiving benefits2011-02-0124
Number of other retired or separated participants entitled to future benefits2011-02-0114
Total of all active and inactive participants2011-02-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-02-010
Total participants2011-02-01197
Number of participants with account balances2011-02-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-02-0116
2010: TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-11-01202
Total number of active participants reported on line 7a of the Form 55002010-11-01170
Number of retired or separated participants receiving benefits2010-11-0126
Number of other retired or separated participants entitled to future benefits2010-11-0113
Total of all active and inactive participants2010-11-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-11-010
Total participants2010-11-01209
Number of participants with account balances2010-11-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-11-011
2009: TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-11-01185
Total number of active participants reported on line 7a of the Form 55002009-11-01147
Number of retired or separated participants receiving benefits2009-11-0124
Number of other retired or separated participants entitled to future benefits2009-11-0111
Total of all active and inactive participants2009-11-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-11-010
Total participants2009-11-01182
Number of participants with account balances2009-11-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-11-017

Financial Data on TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2023 : TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-31$0
Total income from all sources (including contributions)2023-01-31$443,376
Total loss/gain on sale of assets2023-01-31$0
Total of all expenses incurred2023-01-31$327,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-31$279,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-31$748,918
Value of total assets at end of year2023-01-31$5,228,744
Value of total assets at beginning of year2023-01-31$5,112,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-31$47,302
Total interest from all sources2023-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-31No
Was this plan covered by a fidelity bond2023-01-31Yes
Value of fidelity bond cover2023-01-31$500,000
If this is an individual account plan, was there a blackout period2023-01-31No
Were there any nonexempt tranactions with any party-in-interest2023-01-31No
Contributions received from participants2023-01-31$122,854
Income. Received or receivable in cash from other sources (including rollovers)2023-01-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-31No
Value of net income/loss2023-01-31$116,242
Value of net assets at end of year (total assets less liabilities)2023-01-31$5,228,744
Value of net assets at beginning of year (total assets less liabilities)2023-01-31$5,112,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-31No
Were any leases to which the plan was party in default or uncollectible2023-01-31No
Investment advisory and management fees2023-01-31$46,127
Value of interest in pooled separate accounts at end of year2023-01-31$4,536,905
Value of interest in pooled separate accounts at beginning of year2023-01-31$4,848,486
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-31$65,745
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-01-31$39,252
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-01-31$39,252
Net investment gain/loss from pooled separate accounts2023-01-31$-305,542
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-31Yes
Was there a failure to transmit to the plan any participant contributions2023-01-31No
Has the plan failed to provide any benefit when due under the plan2023-01-31No
Contributions received in cash from employer2023-01-31$626,064
Employer contributions (assets) at end of year2023-01-31$626,094
Employer contributions (assets) at beginning of year2023-01-31$224,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-31$279,832
Contract administrator fees2023-01-31$1,175
Did the plan have assets held for investment2023-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-31No
Opinion of an independent qualified public accountant for this plan2023-01-31Unqualified
Accountancy firm name2023-01-31KRUGGEL, LAWTON & COMPANY, LLC
Accountancy firm EIN2023-01-31351307701
2022 : TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-31$0
Total income from all sources (including contributions)2022-01-31$742,596
Total loss/gain on sale of assets2022-01-31$0
Total of all expenses incurred2022-01-31$266,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-31$239,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-31$335,784
Value of total assets at end of year2022-01-31$5,112,502
Value of total assets at beginning of year2022-01-31$4,636,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-31$26,939
Total interest from all sources2022-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-31No
Was this plan covered by a fidelity bond2022-01-31Yes
Value of fidelity bond cover2022-01-31$500,000
If this is an individual account plan, was there a blackout period2022-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-01-31$0
Were there any nonexempt tranactions with any party-in-interest2022-01-31No
Contributions received from participants2022-01-31$105,315
Income. Received or receivable in cash from other sources (including rollovers)2022-01-31$5,705
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-31No
Value of net income/loss2022-01-31$475,978
Value of net assets at end of year (total assets less liabilities)2022-01-31$5,112,502
Value of net assets at beginning of year (total assets less liabilities)2022-01-31$4,636,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-31No
Were any leases to which the plan was party in default or uncollectible2022-01-31No
Investment advisory and management fees2022-01-31$26,589
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-31$4,848,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-31$3,837,708
Value of interest in pooled separate accounts at end of year2022-01-31$0
Value of interest in pooled separate accounts at beginning of year2022-01-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-31$39,252
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-01-31$2,801
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-01-31$2,801
Net investment gain/loss from pooled separate accounts2022-01-31$406,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-31Yes
Was there a failure to transmit to the plan any participant contributions2022-01-31Yes
Has the plan failed to provide any benefit when due under the plan2022-01-31No
Contributions received in cash from employer2022-01-31$224,764
Employer contributions (assets) at end of year2022-01-31$224,764
Employer contributions (assets) at beginning of year2022-01-31$796,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-31$239,679
Contract administrator fees2022-01-31$350
Did the plan have assets held for investment2022-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-31No
Opinion of an independent qualified public accountant for this plan2022-01-31Unqualified
Accountancy firm name2022-01-31KRUGGEL, LAWTON & COMPANY, LLC
Accountancy firm EIN2022-01-31351307701
2021 : TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-31$0
Total income from all sources (including contributions)2021-01-31$1,300,316
Total loss/gain on sale of assets2021-01-31$0
Total of all expenses incurred2021-01-31$130,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-01-31$130,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-01-31$865,689
Value of total assets at end of year2021-01-31$4,636,524
Value of total assets at beginning of year2021-01-31$3,466,301
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-01-31$0
Total interest from all sources2021-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-01-31No
Was this plan covered by a fidelity bond2021-01-31Yes
Value of fidelity bond cover2021-01-31$400,000
If this is an individual account plan, was there a blackout period2021-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-01-31$0
Were there any nonexempt tranactions with any party-in-interest2021-01-31No
Contributions received from participants2021-01-31$69,674
Income. Received or receivable in cash from other sources (including rollovers)2021-01-31$796,015
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-31No
Value of net income/loss2021-01-31$1,170,223
Value of net assets at end of year (total assets less liabilities)2021-01-31$4,636,524
Value of net assets at beginning of year (total assets less liabilities)2021-01-31$3,466,301
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-01-31No
Were any leases to which the plan was party in default or uncollectible2021-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-01-31$3,837,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-01-31$2,991,470
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-01-31$2,801
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-01-31$10,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-01-31$10,678
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-01-31$434,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-01-31Yes
Was there a failure to transmit to the plan any participant contributions2021-01-31Yes
Has the plan failed to provide any benefit when due under the plan2021-01-31No
Employer contributions (assets) at end of year2021-01-31$796,015
Employer contributions (assets) at beginning of year2021-01-31$464,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-01-31$130,093
Did the plan have assets held for investment2021-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-01-31No
Opinion of an independent qualified public accountant for this plan2021-01-31Disclaimer
Accountancy firm name2021-01-31KRUGGEL, LAWTON & COMPANY, LLC
Accountancy firm EIN2021-01-31351307701
2020 : TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-01-31$0
Total unrealized appreciation/depreciation of assets2020-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$0
Total income from all sources (including contributions)2020-01-31$804,489
Total income from all sources (including contributions)2020-01-31$804,489
Total loss/gain on sale of assets2020-01-31$0
Total loss/gain on sale of assets2020-01-31$0
Total of all expenses incurred2020-01-31$140,226
Total of all expenses incurred2020-01-31$140,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-31$140,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-31$140,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-31$522,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-31$522,892
Value of total assets at end of year2020-01-31$3,466,301
Value of total assets at end of year2020-01-31$3,466,301
Value of total assets at beginning of year2020-01-31$2,802,038
Value of total assets at beginning of year2020-01-31$2,802,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-31$175
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-31$175
Total interest from all sources2020-01-31$0
Total interest from all sources2020-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-01-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-01-31No
Was this plan covered by a fidelity bond2020-01-31Yes
Was this plan covered by a fidelity bond2020-01-31Yes
Value of fidelity bond cover2020-01-31$280,204
Value of fidelity bond cover2020-01-31$280,204
If this is an individual account plan, was there a blackout period2020-01-31No
If this is an individual account plan, was there a blackout period2020-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-01-31$0
Were there any nonexempt tranactions with any party-in-interest2020-01-31No
Were there any nonexempt tranactions with any party-in-interest2020-01-31No
Contributions received from participants2020-01-31$58,739
Contributions received from participants2020-01-31$58,739
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Value of net income/loss2020-01-31$664,263
Value of net income/loss2020-01-31$664,263
Value of net assets at end of year (total assets less liabilities)2020-01-31$3,466,301
Value of net assets at end of year (total assets less liabilities)2020-01-31$3,466,301
Value of net assets at beginning of year (total assets less liabilities)2020-01-31$2,802,038
Value of net assets at beginning of year (total assets less liabilities)2020-01-31$2,802,038
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-01-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-01-31No
Were any leases to which the plan was party in default or uncollectible2020-01-31No
Were any leases to which the plan was party in default or uncollectible2020-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-01-31$2,991,470
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-01-31$2,991,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-01-31$2,300,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-01-31$2,300,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-01-31$10,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-01-31$10,678
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-01-31$11,121
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-01-31$11,121
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-01-31$11,121
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-01-31$11,121
Net investment gain/loss from pooled separate accounts2020-01-31$281,597
Net investment gain/loss from pooled separate accounts2020-01-31$281,597
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-01-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-01-31Yes
Was there a failure to transmit to the plan any participant contributions2020-01-31Yes
Was there a failure to transmit to the plan any participant contributions2020-01-31Yes
Has the plan failed to provide any benefit when due under the plan2020-01-31No
Has the plan failed to provide any benefit when due under the plan2020-01-31No
Contributions received in cash from employer2020-01-31$464,153
Contributions received in cash from employer2020-01-31$464,153
Employer contributions (assets) at end of year2020-01-31$464,153
Employer contributions (assets) at end of year2020-01-31$464,153
Employer contributions (assets) at beginning of year2020-01-31$490,700
Employer contributions (assets) at beginning of year2020-01-31$490,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-01-31$140,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-01-31$140,051
Contract administrator fees2020-01-31$175
Contract administrator fees2020-01-31$175
Did the plan have assets held for investment2020-01-31Yes
Did the plan have assets held for investment2020-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-01-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-01-31Yes
Opinion of an independent qualified public accountant for this plan2020-01-31Disclaimer
Opinion of an independent qualified public accountant for this plan2020-01-31Disclaimer
Accountancy firm name2020-01-31KRUGGEL, LAWTON & COMPANY, LLC
Accountancy firm name2020-01-31KRUGGEL, LAWTON & COMPANY, LLC
Accountancy firm EIN2020-01-31351307701
Accountancy firm EIN2020-01-31351307701
2019 : TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-01-31$0
Total income from all sources (including contributions)2019-01-31$443,710
Total loss/gain on sale of assets2019-01-31$0
Total of all expenses incurred2019-01-31$399,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-01-31$399,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-01-31$537,682
Value of total assets at end of year2019-01-31$2,802,038
Value of total assets at beginning of year2019-01-31$2,758,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-01-31$250
Total interest from all sources2019-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-01-31No
Was this plan covered by a fidelity bond2019-01-31Yes
Value of fidelity bond cover2019-01-31$350,000
If this is an individual account plan, was there a blackout period2019-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-01-31$0
Were there any nonexempt tranactions with any party-in-interest2019-01-31No
Contributions received from participants2019-01-31$46,982
Income. Received or receivable in cash from other sources (including rollovers)2019-01-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-01-31No
Value of net income/loss2019-01-31$43,767
Value of net assets at end of year (total assets less liabilities)2019-01-31$2,802,038
Value of net assets at beginning of year (total assets less liabilities)2019-01-31$2,758,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-01-31No
Were any leases to which the plan was party in default or uncollectible2019-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-01-31$2,300,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-01-31$2,470,620
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-01-31$11,121
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-01-31$52,348
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-01-31$52,348
Net investment gain/loss from pooled separate accounts2019-01-31$-93,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-01-31No
Was there a failure to transmit to the plan any participant contributions2019-01-31No
Has the plan failed to provide any benefit when due under the plan2019-01-31No
Contributions received in cash from employer2019-01-31$490,700
Employer contributions (assets) at end of year2019-01-31$490,700
Employer contributions (assets) at beginning of year2019-01-31$235,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-01-31$399,693
Contract administrator fees2019-01-31$250
Did the plan have assets held for investment2019-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-01-31Yes
Opinion of an independent qualified public accountant for this plan2019-01-31Disclaimer
Accountancy firm name2019-01-31KRUGGEL, LAWTON & COMPANY, LLC
Accountancy firm EIN2019-01-31351307701
2018 : TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-31$0
Total income from all sources (including contributions)2018-01-31$622,075
Total loss/gain on sale of assets2018-01-31$0
Total of all expenses incurred2018-01-31$464,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-01-31$463,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-01-31$291,829
Value of total assets at end of year2018-01-31$2,758,271
Value of total assets at beginning of year2018-01-31$2,600,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-01-31$1,125
Total interest from all sources2018-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-01-31No
Administrative expenses professional fees incurred2018-01-31$100
Was this plan covered by a fidelity bond2018-01-31Yes
Value of fidelity bond cover2018-01-31$350,000
If this is an individual account plan, was there a blackout period2018-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-01-31$0
Were there any nonexempt tranactions with any party-in-interest2018-01-31No
Contributions received from participants2018-01-31$49,485
Income. Received or receivable in cash from other sources (including rollovers)2018-01-31$7,041
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-31No
Value of net income/loss2018-01-31$157,383
Value of net assets at end of year (total assets less liabilities)2018-01-31$2,758,271
Value of net assets at beginning of year (total assets less liabilities)2018-01-31$2,600,888
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-01-31No
Were any leases to which the plan was party in default or uncollectible2018-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-01-31$2,470,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-01-31$2,312,347
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-01-31$52,348
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-01-31$14,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-01-31$14,974
Net investment gain/loss from pooled separate accounts2018-01-31$330,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-01-31Yes
Was there a failure to transmit to the plan any participant contributions2018-01-31No
Has the plan failed to provide any benefit when due under the plan2018-01-31No
Contributions received in cash from employer2018-01-31$235,303
Employer contributions (assets) at end of year2018-01-31$235,303
Employer contributions (assets) at beginning of year2018-01-31$273,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-01-31$463,567
Contract administrator fees2018-01-31$1,025
Did the plan have assets held for investment2018-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-01-31Yes
Opinion of an independent qualified public accountant for this plan2018-01-31Disclaimer
Accountancy firm name2018-01-31KRUGGEL, LAWTON & COMPANY, LLC
Accountancy firm EIN2018-01-31351307701
2017 : TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-01-31$0
Total income from all sources (including contributions)2017-01-31$624,470
Total loss/gain on sale of assets2017-01-31$0
Total of all expenses incurred2017-01-31$682,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-01-31$680,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-01-31$323,485
Value of total assets at end of year2017-01-31$2,600,888
Value of total assets at beginning of year2017-01-31$2,659,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-01-31$2,050
Total interest from all sources2017-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-01-31No
Administrative expenses professional fees incurred2017-01-31$2,050
Was this plan covered by a fidelity bond2017-01-31Yes
Value of fidelity bond cover2017-01-31$325,000
If this is an individual account plan, was there a blackout period2017-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-01-31$0
Were there any nonexempt tranactions with any party-in-interest2017-01-31No
Contributions received from participants2017-01-31$49,738
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-31No
Value of net income/loss2017-01-31$-58,166
Value of net assets at end of year (total assets less liabilities)2017-01-31$2,600,888
Value of net assets at beginning of year (total assets less liabilities)2017-01-31$2,659,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-01-31No
Were any leases to which the plan was party in default or uncollectible2017-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-01-31$2,312,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-01-31$0
Value of interest in pooled separate accounts at end of year2017-01-31$0
Value of interest in pooled separate accounts at beginning of year2017-01-31$2,241,772
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-01-31$14,974
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-01-31$58,461
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-01-31$58,461
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-01-31$300,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-01-31Yes
Was there a failure to transmit to the plan any participant contributions2017-01-31No
Has the plan failed to provide any benefit when due under the plan2017-01-31No
Contributions received in cash from employer2017-01-31$273,747
Employer contributions (assets) at end of year2017-01-31$273,567
Employer contributions (assets) at beginning of year2017-01-31$358,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-01-31$680,586
Did the plan have assets held for investment2017-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-01-31Yes
Opinion of an independent qualified public accountant for this plan2017-01-31Disclaimer
Accountancy firm name2017-01-31KRUGGEL, LAWTON & COMPANY, LLC
Accountancy firm EIN2017-01-31351307701
2016 : TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-01-31$0
Total income from all sources (including contributions)2016-01-31$255,000
Total loss/gain on sale of assets2016-01-31$0
Total of all expenses incurred2016-01-31$487,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-01-31$484,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-01-31$403,995
Value of total assets at end of year2016-01-31$2,659,054
Value of total assets at beginning of year2016-01-31$2,891,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-01-31$3,300
Total interest from all sources2016-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-01-31No
Administrative expenses professional fees incurred2016-01-31$3,300
Was this plan covered by a fidelity bond2016-01-31Yes
Value of fidelity bond cover2016-01-31$325,000
If this is an individual account plan, was there a blackout period2016-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-01-31$0
Were there any nonexempt tranactions with any party-in-interest2016-01-31No
Contributions received from participants2016-01-31$43,567
Income. Received or receivable in cash from other sources (including rollovers)2016-01-31$1,607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-31No
Value of net income/loss2016-01-31$-232,343
Value of net assets at end of year (total assets less liabilities)2016-01-31$2,659,054
Value of net assets at beginning of year (total assets less liabilities)2016-01-31$2,891,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-01-31No
Were any leases to which the plan was party in default or uncollectible2016-01-31No
Value of interest in pooled separate accounts at end of year2016-01-31$2,241,772
Value of interest in pooled separate accounts at beginning of year2016-01-31$2,588,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-01-31$58,461
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-01-31$26,501
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-01-31$26,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-01-31$-148,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-01-31No
Was there a failure to transmit to the plan any participant contributions2016-01-31No
Has the plan failed to provide any benefit when due under the plan2016-01-31No
Contributions received in cash from employer2016-01-31$358,821
Employer contributions (assets) at end of year2016-01-31$358,821
Employer contributions (assets) at beginning of year2016-01-31$276,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-01-31$484,043
Did the plan have assets held for investment2016-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-01-31Yes
Opinion of an independent qualified public accountant for this plan2016-01-31Disclaimer
Accountancy firm name2016-01-31KRUGGEL, LAWTON & COMPANY, LLC
Accountancy firm EIN2016-01-31351307701
2015 : TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-01-31$0
Total income from all sources (including contributions)2015-01-31$531,058
Total loss/gain on sale of assets2015-01-31$0
Total of all expenses incurred2015-01-31$1,130,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-01-31$1,126,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-01-31$327,469
Value of total assets at end of year2015-01-31$2,891,397
Value of total assets at beginning of year2015-01-31$3,490,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-01-31$3,975
Total interest from all sources2015-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-01-31No
Administrative expenses professional fees incurred2015-01-31$3,975
Was this plan covered by a fidelity bond2015-01-31Yes
Value of fidelity bond cover2015-01-31$325,000
If this is an individual account plan, was there a blackout period2015-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-01-31$0
Were there any nonexempt tranactions with any party-in-interest2015-01-31No
Contributions received from participants2015-01-31$41,914
Income. Received or receivable in cash from other sources (including rollovers)2015-01-31$9,135
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-31No
Value of net income/loss2015-01-31$-599,378
Value of net assets at end of year (total assets less liabilities)2015-01-31$2,891,397
Value of net assets at beginning of year (total assets less liabilities)2015-01-31$3,490,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-01-31No
Were any leases to which the plan was party in default or uncollectible2015-01-31No
Value of interest in pooled separate accounts at end of year2015-01-31$2,588,476
Value of interest in pooled separate accounts at beginning of year2015-01-31$3,168,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-01-31$26,501
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-01-31$47,893
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-01-31$47,893
Net investment gain/loss from pooled separate accounts2015-01-31$203,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-01-31No
Was there a failure to transmit to the plan any participant contributions2015-01-31No
Has the plan failed to provide any benefit when due under the plan2015-01-31No
Contributions received in cash from employer2015-01-31$276,420
Employer contributions (assets) at end of year2015-01-31$276,420
Employer contributions (assets) at beginning of year2015-01-31$274,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-01-31$1,126,461
Did the plan have assets held for investment2015-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-01-31Yes
Opinion of an independent qualified public accountant for this plan2015-01-31Disclaimer
Accountancy firm name2015-01-31SCHAFFER & LAYER PLLC
Accountancy firm EIN2015-01-31383541290
2014 : TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-31$0
Total income from all sources (including contributions)2014-01-31$489,228
Total loss/gain on sale of assets2014-01-31$0
Total of all expenses incurred2014-01-31$569,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-01-31$565,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-01-31$320,093
Value of total assets at end of year2014-01-31$3,490,775
Value of total assets at beginning of year2014-01-31$3,570,944
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-01-31$4,281
Total interest from all sources2014-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-01-31No
Administrative expenses professional fees incurred2014-01-31$4,281
Was this plan covered by a fidelity bond2014-01-31Yes
Value of fidelity bond cover2014-01-31$325,000
If this is an individual account plan, was there a blackout period2014-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-01-31$0
Were there any nonexempt tranactions with any party-in-interest2014-01-31No
Contributions received from participants2014-01-31$45,245
Income. Received or receivable in cash from other sources (including rollovers)2014-01-31$507
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Value of net income/loss2014-01-31$-80,169
Value of net assets at end of year (total assets less liabilities)2014-01-31$3,490,775
Value of net assets at beginning of year (total assets less liabilities)2014-01-31$3,570,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-01-31No
Were any leases to which the plan was party in default or uncollectible2014-01-31No
Value of interest in pooled separate accounts at end of year2014-01-31$3,168,541
Value of interest in pooled separate accounts at beginning of year2014-01-31$3,233,326
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-01-31$47,893
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-01-31$25,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-01-31$25,697
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-01-31$0
Net investment gain/loss from pooled separate accounts2014-01-31$169,135
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-01-31No
Was there a failure to transmit to the plan any participant contributions2014-01-31No
Has the plan failed to provide any benefit when due under the plan2014-01-31No
Contributions received in cash from employer2014-01-31$274,341
Employer contributions (assets) at end of year2014-01-31$274,341
Employer contributions (assets) at beginning of year2014-01-31$311,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-01-31$565,116
Did the plan have assets held for investment2014-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-01-31Yes
Opinion of an independent qualified public accountant for this plan2014-01-31Disclaimer
Accountancy firm name2014-01-31SCHAFFER & LATER
Accountancy firm EIN2014-01-31383541290
2013 : TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-01-31$0
Total income from all sources (including contributions)2013-01-31$661,097
Total loss/gain on sale of assets2013-01-31$0
Total of all expenses incurred2013-01-31$124,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-01-31$123,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-01-31$369,516
Value of total assets at end of year2013-01-31$3,570,944
Value of total assets at beginning of year2013-01-31$3,033,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-01-31$248
Total interest from all sources2013-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-01-31No
Administrative expenses professional fees incurred2013-01-31$248
Was this plan covered by a fidelity bond2013-01-31Yes
Value of fidelity bond cover2013-01-31$325,000
If this is an individual account plan, was there a blackout period2013-01-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-01-31$0
Were there any nonexempt tranactions with any party-in-interest2013-01-31No
Contributions received from participants2013-01-31$54,973
Total non interest bearing cash at beginning of year2013-01-31$3,617
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Value of net income/loss2013-01-31$537,044
Value of net assets at end of year (total assets less liabilities)2013-01-31$3,570,944
Value of net assets at beginning of year (total assets less liabilities)2013-01-31$3,033,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-01-31No
Were any leases to which the plan was party in default or uncollectible2013-01-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-01-31$1,876,739
Value of interest in pooled separate accounts at end of year2013-01-31$3,233,326
Value of interest in common/collective trusts at beginning of year2013-01-31$912,768
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-01-31$25,697
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-01-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-01-31$291,581
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-01-31No
Was there a failure to transmit to the plan any participant contributions2013-01-31No
Has the plan failed to provide any benefit when due under the plan2013-01-31No
Contributions received in cash from employer2013-01-31$314,543
Employer contributions (assets) at end of year2013-01-31$311,921
Employer contributions (assets) at beginning of year2013-01-31$240,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-01-31$123,805
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-01-31Yes
Did the plan have assets held for investment2013-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-01-31Yes
Opinion of an independent qualified public accountant for this plan2013-01-31Disclaimer
Accountancy firm name2013-01-31SCHAFFER & LAYER
Accountancy firm EIN2013-01-31383541290
2012 : TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-01-31$0
Total income from all sources (including contributions)2012-01-31$369,691
Total loss/gain on sale of assets2012-01-31$0
Total of all expenses incurred2012-01-31$207,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-01-31$205,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-01-31$309,535
Value of total assets at end of year2012-01-31$3,033,900
Value of total assets at beginning of year2012-01-31$2,871,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-01-31$1,238
Total interest from all sources2012-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-01-31No
Was this plan covered by a fidelity bond2012-01-31Yes
Value of fidelity bond cover2012-01-31$400,000
If this is an individual account plan, was there a blackout period2012-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-01-31$0
Were there any nonexempt tranactions with any party-in-interest2012-01-31No
Contributions received from participants2012-01-31$61,259
Total non interest bearing cash at end of year2012-01-31$3,617
Total non interest bearing cash at beginning of year2012-01-31$4,026
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Value of net income/loss2012-01-31$162,505
Value of net assets at end of year (total assets less liabilities)2012-01-31$3,033,900
Value of net assets at beginning of year (total assets less liabilities)2012-01-31$2,871,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-01-31No
Were any leases to which the plan was party in default or uncollectible2012-01-31No
Investment advisory and management fees2012-01-31$1,238
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-01-31$1,876,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-01-31$1,718,432
Value of interest in common/collective trusts at end of year2012-01-31$912,768
Value of interest in common/collective trusts at beginning of year2012-01-31$795,639
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-01-31$60,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-01-31No
Was there a failure to transmit to the plan any participant contributions2012-01-31No
Has the plan failed to provide any benefit when due under the plan2012-01-31No
Contributions received in cash from employer2012-01-31$248,276
Employer contributions (assets) at end of year2012-01-31$240,776
Employer contributions (assets) at beginning of year2012-01-31$353,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-01-31$205,948
Did the plan have assets held for investment2012-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-01-31No
Opinion of an independent qualified public accountant for this plan2012-01-31Unqualified
Accountancy firm name2012-01-31SCHAFFER & LAYHER PLLC
Accountancy firm EIN2012-01-31383541290
2011 : TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-31$0
Total income from all sources (including contributions)2011-01-31$191,111
Total loss/gain on sale of assets2011-01-31$0
Total of all expenses incurred2011-01-31$134,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-01-31$134,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-01-31$101,918
Value of total assets at end of year2011-01-31$2,871,395
Value of total assets at beginning of year2011-01-31$2,814,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-01-31$195
Total interest from all sources2011-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-01-31No
Was this plan covered by a fidelity bond2011-01-31Yes
Value of fidelity bond cover2011-01-31$400,000
If this is an individual account plan, was there a blackout period2011-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-01-31$0
Were there any nonexempt tranactions with any party-in-interest2011-01-31No
Contributions received from participants2011-01-31$13,735
Total non interest bearing cash at end of year2011-01-31$4,026
Total non interest bearing cash at beginning of year2011-01-31$65
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Value of net income/loss2011-01-31$56,490
Value of net assets at end of year (total assets less liabilities)2011-01-31$2,871,395
Value of net assets at beginning of year (total assets less liabilities)2011-01-31$2,814,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-01-31No
Were any leases to which the plan was party in default or uncollectible2011-01-31No
Investment advisory and management fees2011-01-31$195
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-01-31$1,718,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-01-31$1,697,779
Value of interest in common/collective trusts at end of year2011-01-31$795,639
Value of interest in common/collective trusts at beginning of year2011-01-31$846,482
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-01-31$89,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-01-31No
Was there a failure to transmit to the plan any participant contributions2011-01-31No
Has the plan failed to provide any benefit when due under the plan2011-01-31No
Contributions received in cash from employer2011-01-31$88,183
Employer contributions (assets) at end of year2011-01-31$353,298
Employer contributions (assets) at beginning of year2011-01-31$270,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-01-31$134,426
Did the plan have assets held for investment2011-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-01-31No
2010 : TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-10-31$0

Form 5500 Responses for TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN

2023: TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN 2023 form 5500 responses
2023-02-01Type of plan entitySingle employer plan
2023-02-01Submission has been amendedNo
2023-02-01This submission is the final filingNo
2023-02-01This return/report is a short plan year return/report (less than 12 months)No
2023-02-01Plan is a collectively bargained planNo
2023-02-01Plan funding arrangement – InsuranceYes
2023-02-01Plan funding arrangement – TrustYes
2023-02-01Plan benefit arrangement – InsuranceYes
2023-02-01Plan benefit arrangement - TrustYes
2022: TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN 2022 form 5500 responses
2022-02-01Type of plan entitySingle employer plan
2022-02-01Submission has been amendedNo
2022-02-01This submission is the final filingNo
2022-02-01This return/report is a short plan year return/report (less than 12 months)No
2022-02-01Plan is a collectively bargained planNo
2022-02-01Plan funding arrangement – InsuranceYes
2022-02-01Plan funding arrangement – TrustYes
2022-02-01Plan benefit arrangement – InsuranceYes
2022-02-01Plan benefit arrangement - TrustYes
2021: TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN 2021 form 5500 responses
2021-02-01Type of plan entitySingle employer plan
2021-02-01Submission has been amendedNo
2021-02-01This submission is the final filingNo
2021-02-01This return/report is a short plan year return/report (less than 12 months)No
2021-02-01Plan is a collectively bargained planNo
2021-02-01Plan funding arrangement – InsuranceYes
2021-02-01Plan funding arrangement – TrustYes
2021-02-01Plan benefit arrangement – InsuranceYes
2021-02-01Plan benefit arrangement - TrustYes
2020: TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN 2020 form 5500 responses
2020-02-01Type of plan entitySingle employer plan
2020-02-01Submission has been amendedNo
2020-02-01This submission is the final filingNo
2020-02-01This return/report is a short plan year return/report (less than 12 months)No
2020-02-01Plan is a collectively bargained planNo
2020-02-01Plan funding arrangement – InsuranceYes
2020-02-01Plan funding arrangement – TrustYes
2020-02-01Plan benefit arrangement – InsuranceYes
2020-02-01Plan benefit arrangement - TrustYes
2019: TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN 2019 form 5500 responses
2019-02-01Type of plan entitySingle employer plan
2019-02-01Submission has been amendedNo
2019-02-01This submission is the final filingNo
2019-02-01This return/report is a short plan year return/report (less than 12 months)No
2019-02-01Plan is a collectively bargained planNo
2019-02-01Plan funding arrangement – InsuranceYes
2019-02-01Plan funding arrangement – TrustYes
2019-02-01Plan benefit arrangement – InsuranceYes
2019-02-01Plan benefit arrangement - TrustYes
2018: TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN 2018 form 5500 responses
2018-02-01Type of plan entitySingle employer plan
2018-02-01Submission has been amendedNo
2018-02-01This submission is the final filingNo
2018-02-01This return/report is a short plan year return/report (less than 12 months)No
2018-02-01Plan is a collectively bargained planNo
2018-02-01Plan funding arrangement – InsuranceYes
2018-02-01Plan funding arrangement – TrustYes
2018-02-01Plan benefit arrangement – InsuranceYes
2018-02-01Plan benefit arrangement - TrustYes
2017: TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN 2017 form 5500 responses
2017-02-01Type of plan entitySingle employer plan
2017-02-01Submission has been amendedNo
2017-02-01This submission is the final filingNo
2017-02-01This return/report is a short plan year return/report (less than 12 months)No
2017-02-01Plan is a collectively bargained planNo
2017-02-01Plan funding arrangement – InsuranceYes
2017-02-01Plan funding arrangement – TrustYes
2017-02-01Plan benefit arrangement – InsuranceYes
2017-02-01Plan benefit arrangement - TrustYes
2016: TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN 2016 form 5500 responses
2016-02-01Type of plan entitySingle employer plan
2016-02-01Submission has been amendedNo
2016-02-01This submission is the final filingNo
2016-02-01This return/report is a short plan year return/report (less than 12 months)No
2016-02-01Plan is a collectively bargained planNo
2016-02-01Plan funding arrangement – InsuranceYes
2016-02-01Plan funding arrangement – TrustYes
2016-02-01Plan benefit arrangement – InsuranceYes
2016-02-01Plan benefit arrangement - TrustYes
2015: TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN 2015 form 5500 responses
2015-02-01Type of plan entitySingle employer plan
2015-02-01Submission has been amendedNo
2015-02-01This submission is the final filingNo
2015-02-01This return/report is a short plan year return/report (less than 12 months)No
2015-02-01Plan is a collectively bargained planNo
2015-02-01Plan funding arrangement – InsuranceYes
2015-02-01Plan funding arrangement – TrustYes
2015-02-01Plan benefit arrangement – InsuranceYes
2015-02-01Plan benefit arrangement - TrustYes
2014: TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN 2014 form 5500 responses
2014-02-01Type of plan entitySingle employer plan
2014-02-01Submission has been amendedNo
2014-02-01This submission is the final filingNo
2014-02-01This return/report is a short plan year return/report (less than 12 months)No
2014-02-01Plan is a collectively bargained planNo
2014-02-01Plan funding arrangement – InsuranceYes
2014-02-01Plan funding arrangement – TrustYes
2014-02-01Plan benefit arrangement – InsuranceYes
2014-02-01Plan benefit arrangement - TrustYes
2013: TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01Submission has been amendedNo
2013-02-01This submission is the final filingNo
2013-02-01This return/report is a short plan year return/report (less than 12 months)No
2013-02-01Plan is a collectively bargained planNo
2013-02-01Plan funding arrangement – InsuranceYes
2013-02-01Plan funding arrangement – TrustYes
2013-02-01Plan benefit arrangement – InsuranceYes
2013-02-01Plan benefit arrangement - TrustYes
2012: TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01Submission has been amendedNo
2012-02-01This submission is the final filingNo
2012-02-01This return/report is a short plan year return/report (less than 12 months)No
2012-02-01Plan is a collectively bargained planNo
2012-02-01Plan funding arrangement – InsuranceYes
2012-02-01Plan funding arrangement – TrustYes
2012-02-01Plan benefit arrangement – InsuranceYes
2012-02-01Plan benefit arrangement - TrustYes
2011: TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Submission has been amendedNo
2011-02-01This submission is the final filingNo
2011-02-01This return/report is a short plan year return/report (less than 12 months)No
2011-02-01Plan is a collectively bargained planNo
2011-02-01Plan funding arrangement – TrustYes
2011-02-01Plan benefit arrangement - TrustYes
2010: TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN 2010 form 5500 responses
2010-11-01Type of plan entitySingle employer plan
2010-11-01Submission has been amendedNo
2010-11-01This submission is the final filingNo
2010-11-01This return/report is a short plan year return/report (less than 12 months)Yes
2010-11-01Plan is a collectively bargained planNo
2010-11-01Plan funding arrangement – TrustYes
2010-11-01Plan benefit arrangement - TrustYes
2009: TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Submission has been amendedNo
2009-11-01This submission is the final filingNo
2009-11-01This return/report is a short plan year return/report (less than 12 months)No
2009-11-01Plan is a collectively bargained planNo
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement - TrustYes
2008: TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN 2008 form 5500 responses
2008-11-01Type of plan entitySingle employer plan
2008-11-01Submission has been amendedNo
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number107702
Policy instance 1
Insurance contract or identification number107702
Number of Individuals Covered201
Insurance policy start date2022-02-01
Insurance policy end date2023-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,271
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2271
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number107702
Policy instance 1
Insurance contract or identification number107702
Number of Individuals Covered216
Insurance policy start date2021-02-01
Insurance policy end date2022-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,381
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2381
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number107702
Policy instance 1
Insurance contract or identification number107702
Number of Individuals Covered36
Insurance policy start date2020-02-01
Insurance policy end date2021-01-31
Total amount of commissions paid to insurance brokerUSD $6,937
Total amount of fees paid to insurance companyUSD $1,386
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,920
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number107702
Policy instance 1
Insurance contract or identification number107702
Number of Individuals Covered147
Insurance policy start date2019-02-01
Insurance policy end date2020-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,363
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1363
Additional information about fees paid to insurance brokerTPA COMPENSATION AND OTHER ALLOWANCES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number107702
Policy instance 1
Insurance contract or identification number107702
Number of Individuals Covered127
Insurance policy start date2018-02-01
Insurance policy end date2019-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,204
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1204
Additional information about fees paid to insurance brokerTPA COMPENSATION AND OTHER ALLOWANCES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number107702
Policy instance 1
Insurance contract or identification number107702
Number of Individuals Covered121
Insurance policy start date2017-02-01
Insurance policy end date2018-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,155
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1155
Additional information about fees paid to insurance brokerTPA COMPENSATION AND OTHER ALLOWANCES
Insurance broker organization code?5
Insurance broker nameWATKINS ROSS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number107702
Policy instance 1
Insurance contract or identification number107702
Number of Individuals Covered141
Insurance policy start date2015-02-01
Insurance policy end date2016-01-31
Total amount of commissions paid to insurance brokerUSD $15,889
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $15,889
Insurance broker organization code?3
Insurance broker namePLANNING CORP OF AMERICA, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number107702
Policy instance 1
Insurance contract or identification number107702
Insurance policy start date2014-02-01
Insurance policy end date2015-01-31
Total amount of commissions paid to insurance brokerUSD $18,402
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $18,402
Insurance broker organization code?3
Insurance broker namePLANNING CORP OF AMERICA, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number107702
Policy instance 1
Insurance contract or identification number107702
Number of Individuals Covered169
Insurance policy start date2013-02-01
Insurance policy end date2014-01-31
Total amount of commissions paid to insurance brokerUSD $19,932
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $19,932
Insurance broker organization code?3
Insurance broker namePLANNING CORP OF AMERICA, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number107702
Policy instance 1
Insurance contract or identification number107702
Number of Individuals Covered179
Insurance policy start date2012-11-14
Insurance policy end date2013-01-31
Total amount of commissions paid to insurance brokerUSD $3,153
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $3,153
Insurance broker organization code?3
Insurance broker namePLANNING CORP OF AMERICA, INC.

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