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WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 401k Plan overview

Plan NameWEST CENTRAL COMMUNITY ACTION 403(B) PLAN
Plan identification number 001

WEST CENTRAL COMMUNITY ACTION 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

WEST CENTRAL COMMUNITY ACTION has sponsored the creation of one or more 401k plans.

Company Name:WEST CENTRAL COMMUNITY ACTION
Employer identification number (EIN):420919214
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about WEST CENTRAL COMMUNITY ACTION

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 1965-04-16
Company Identification Number: 064627
Legal Registered Office Address: 1408A HWY 44

HARLAN
United States of America (USA)
51537

More information about WEST CENTRAL COMMUNITY ACTION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEST CENTRAL COMMUNITY ACTION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOEL DIRKS JOEL DIRKS2018-10-05
0012016-01-01JOEL DIRKS JOEL DIRKS2017-09-15
0012015-01-01JOEL DIRKS JOEL DIRKS2016-09-30
0012014-01-01JOEL DIRKS JOEL DIRKS2015-10-07
0012013-01-01JOEL DIRKS JOEL DIRKS2014-09-30
0012012-01-01JOEL DIRKS JOEL DIRKS2013-10-04
0012011-01-01JOEL DIRKS JOEL DIRKS2012-07-27
0012010-01-01JOEL DIRKS JOEL DIRKS2011-09-26
0012009-01-01JOEL DIRKS JOEL DIRKS2010-10-08

Plan Statistics for WEST CENTRAL COMMUNITY ACTION 403(B) PLAN

401k plan membership statisitcs for WEST CENTRAL COMMUNITY ACTION 403(B) PLAN

Measure Date Value
2022: WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01171
Total number of active participants reported on line 7a of the Form 55002022-01-01118
Number of retired or separated participants receiving benefits2022-01-0154
Total of all active and inactive participants2022-01-01172
Total participants2022-01-01172
Number of participants with account balances2022-01-0170
2021: WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01182
Total number of active participants reported on line 7a of the Form 55002021-01-01114
Number of retired or separated participants receiving benefits2021-01-0157
Total of all active and inactive participants2021-01-01171
Total participants2021-01-01171
Number of participants with account balances2021-01-0172
2020: WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01181
Total number of active participants reported on line 7a of the Form 55002020-01-01125
Number of retired or separated participants receiving benefits2020-01-0157
Total of all active and inactive participants2020-01-01182
Total participants2020-01-01182
Number of participants with account balances2020-01-0176
2019: WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01183
Total number of active participants reported on line 7a of the Form 55002019-01-01127
Number of retired or separated participants receiving benefits2019-01-0154
Total of all active and inactive participants2019-01-01181
Total participants2019-01-01181
Number of participants with account balances2019-01-0179
2018: WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01185
Total number of active participants reported on line 7a of the Form 55002018-01-01128
Number of retired or separated participants receiving benefits2018-01-0155
Total of all active and inactive participants2018-01-01183
Total participants2018-01-01183
Number of participants with account balances2018-01-0180
2017: WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01222
Total number of active participants reported on line 7a of the Form 55002017-01-01134
Number of retired or separated participants receiving benefits2017-01-0151
Total of all active and inactive participants2017-01-01185
Total participants2017-01-01185
Number of participants with account balances2017-01-0181
2016: WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01240
Total number of active participants reported on line 7a of the Form 55002016-01-01173
Number of retired or separated participants receiving benefits2016-01-0149
Total of all active and inactive participants2016-01-01222
Total participants2016-01-01222
Number of participants with account balances2016-01-0180
2015: WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01232
Total number of active participants reported on line 7a of the Form 55002015-01-01192
Number of retired or separated participants receiving benefits2015-01-0148
Total of all active and inactive participants2015-01-01240
Total participants2015-01-01240
Number of participants with account balances2015-01-0176
2014: WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01222
Total number of active participants reported on line 7a of the Form 55002014-01-01180
Number of retired or separated participants receiving benefits2014-01-0152
Total of all active and inactive participants2014-01-01232
Total participants2014-01-01232
Number of participants with account balances2014-01-0177
2013: WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01207
Total number of active participants reported on line 7a of the Form 55002013-01-01173
Number of retired or separated participants receiving benefits2013-01-0149
Total of all active and inactive participants2013-01-01222
Total participants2013-01-01222
Number of participants with account balances2013-01-0179
2012: WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01243
Total number of active participants reported on line 7a of the Form 55002012-01-01160
Number of retired or separated participants receiving benefits2012-01-0147
Total of all active and inactive participants2012-01-01207
Total participants2012-01-01207
Number of participants with account balances2012-01-0183
2011: WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01227
Total number of active participants reported on line 7a of the Form 55002011-01-01196
Number of retired or separated participants receiving benefits2011-01-0147
Total of all active and inactive participants2011-01-01243
Total participants2011-01-01243
Number of participants with account balances2011-01-0187
2010: WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01237
Total number of active participants reported on line 7a of the Form 55002010-01-01177
Number of other retired or separated participants entitled to future benefits2010-01-0150
Total of all active and inactive participants2010-01-01227
Total participants2010-01-01227
Number of participants with account balances2010-01-0192
2009: WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01181
Total number of active participants reported on line 7a of the Form 55002009-01-01185
Number of other retired or separated participants entitled to future benefits2009-01-0152
Total of all active and inactive participants2009-01-01237
Total participants2009-01-01237
Number of participants with account balances2009-01-0196

Financial Data on WEST CENTRAL COMMUNITY ACTION 403(B) PLAN

Measure Date Value
2022 : WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-195,188
Total of all expenses incurred2022-12-31$305,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$304,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$39,106
Value of total assets at end of year2022-12-31$1,542,246
Value of total assets at beginning of year2022-12-31$2,042,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,095
Total interest from all sources2022-12-31$23,490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$29,493
Participant contributions at end of year2022-12-31$7,323
Participant contributions at beginning of year2022-12-31$11,641
Participant contributions at end of year2022-12-31$888
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-500,689
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,542,246
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,042,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$796,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,151,719
Interest on participant loans2022-12-31$463
Interest earned on other investments2022-12-31$23,027
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$736,740
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$879,575
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-257,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$9,613
Employer contributions (assets) at end of year2022-12-31$390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$304,406
Contract administrator fees2022-12-31$1,095
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GRONEWOLD, BELL, KYHNN & CO. P.C.
Accountancy firm EIN2022-12-31421206169
2021 : WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$252,115
Total of all expenses incurred2021-12-31$117,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$115,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$36,152
Value of total assets at end of year2021-12-31$2,042,935
Value of total assets at beginning of year2021-12-31$1,907,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,284
Total interest from all sources2021-12-31$26,436
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$26,002
Participant contributions at end of year2021-12-31$11,641
Participant contributions at beginning of year2021-12-31$15,740
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$871
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$135,000
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,042,935
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,907,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,151,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,024,717
Interest on participant loans2021-12-31$656
Interest earned on other investments2021-12-31$25,780
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$879,575
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$866,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$189,527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$10,150
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$115,831
Contract administrator fees2021-12-31$1,284
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GRONEWOLD, BELL, KYHNN & CO. P.C.
Accountancy firm EIN2021-12-31421206169
2020 : WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$265,501
Total of all expenses incurred2020-12-31$414,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$413,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$30,723
Value of total assets at end of year2020-12-31$1,907,935
Value of total assets at beginning of year2020-12-31$2,057,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,207
Total interest from all sources2020-12-31$24,247
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$22,740
Participant contributions at end of year2020-12-31$15,740
Participant contributions at beginning of year2020-12-31$11,407
Participant contributions at end of year2020-12-31$871
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-149,131
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,907,935
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,057,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,024,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,245,930
Interest on participant loans2020-12-31$515
Interest earned on other investments2020-12-31$23,732
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$866,255
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$799,729
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$210,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$7,983
Employer contributions (assets) at end of year2020-12-31$352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$413,425
Contract administrator fees2020-12-31$1,207
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GRONEWOLD, BELL, KYHNN & CO. P.C.
Accountancy firm EIN2020-12-31421206169
2019 : WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$359,425
Total of all expenses incurred2019-12-31$133,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$132,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$43,848
Value of total assets at end of year2019-12-31$2,057,066
Value of total assets at beginning of year2019-12-31$1,831,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,223
Total interest from all sources2019-12-31$22,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$32,715
Participant contributions at end of year2019-12-31$11,407
Participant contributions at beginning of year2019-12-31$10,412
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$226,039
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,057,066
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,831,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,245,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,137,704
Interest on participant loans2019-12-31$418
Interest earned on other investments2019-12-31$21,719
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$799,729
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$682,911
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$293,440
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$11,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$132,163
Contract administrator fees2019-12-31$1,223
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GRONEWOLD, BELL, KYHNN & CO. P.C.
Accountancy firm EIN2019-12-31421206169
2018 : WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$14,745
Total of all expenses incurred2018-12-31$58,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$57,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$69,671
Value of total assets at end of year2018-12-31$1,831,027
Value of total assets at beginning of year2018-12-31$1,874,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,286
Total interest from all sources2018-12-31$20,587
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$47,314
Participant contributions at end of year2018-12-31$10,412
Participant contributions at beginning of year2018-12-31$9,943
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$2,004
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$10,970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-43,542
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,831,027
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,874,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,137,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,202,753
Interest on participant loans2018-12-31$549
Interest earned on other investments2018-12-31$20,038
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$682,911
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$659,324
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-75,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$11,387
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$57,001
Contract administrator fees2018-12-31$1,286
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GRONEWOLD, BELL, KYHNN & CO. P.C.
Accountancy firm EIN2018-12-31421206169
2017 : WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$348,643
Total of all expenses incurred2017-12-31$92,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$91,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$134,762
Value of total assets at end of year2017-12-31$1,874,569
Value of total assets at beginning of year2017-12-31$1,618,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,335
Total interest from all sources2017-12-31$19,607
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$48,394
Participant contributions at end of year2017-12-31$9,943
Participant contributions at beginning of year2017-12-31$16,661
Participant contributions at end of year2017-12-31$2,004
Participant contributions at beginning of year2017-12-31$1,958
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$73,202
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$256,211
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,874,569
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,618,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$1,202,753
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,036,296
Interest on participant loans2017-12-31$657
Interest earned on other investments2017-12-31$18,950
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$659,324
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$562,862
Net investment gain/loss from pooled separate accounts2017-12-31$194,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$13,166
Employer contributions (assets) at end of year2017-12-31$545
Employer contributions (assets) at beginning of year2017-12-31$581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$91,097
Contract administrator fees2017-12-31$1,335
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GRONEWOLD, BELL, KYHNN & CO. P.C.
Accountancy firm EIN2017-12-31421206169
2016 : WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$180,185
Total of all expenses incurred2016-12-31$58,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$56,985
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$82,222
Value of total assets at end of year2016-12-31$1,618,358
Value of total assets at beginning of year2016-12-31$1,496,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,438
Total interest from all sources2016-12-31$16,599
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$63,297
Participant contributions at end of year2016-12-31$16,661
Participant contributions at beginning of year2016-12-31$22,510
Participant contributions at end of year2016-12-31$1,958
Participant contributions at beginning of year2016-12-31$2,111
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$4,781
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$121,762
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,618,358
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,496,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$1,036,296
Value of interest in pooled separate accounts at beginning of year2016-12-31$965,146
Interest on participant loans2016-12-31$952
Interest earned on other investments2016-12-31$15,647
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$562,862
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$506,392
Net investment gain/loss from pooled separate accounts2016-12-31$81,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$14,144
Employer contributions (assets) at end of year2016-12-31$581
Employer contributions (assets) at beginning of year2016-12-31$437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$56,985
Contract administrator fees2016-12-31$1,438
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GRONEWOLD, BELL, KYHNN & CO. P.C.
Accountancy firm EIN2016-12-31421206169
2015 : WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$95,231
Total of all expenses incurred2015-12-31$112,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$111,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$84,885
Value of total assets at end of year2015-12-31$1,496,596
Value of total assets at beginning of year2015-12-31$1,513,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,469
Total interest from all sources2015-12-31$15,842
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$50,720
Participant contributions at end of year2015-12-31$22,510
Participant contributions at beginning of year2015-12-31$17,290
Participant contributions at end of year2015-12-31$2,111
Participant contributions at beginning of year2015-12-31$1,957
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$23,988
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-17,295
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,496,596
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,513,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$965,146
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,000,756
Interest on participant loans2015-12-31$1,087
Interest earned on other investments2015-12-31$14,755
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$506,392
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$493,459
Net investment gain/loss from pooled separate accounts2015-12-31$-5,496
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$10,177
Employer contributions (assets) at end of year2015-12-31$437
Employer contributions (assets) at beginning of year2015-12-31$429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$111,057
Contract administrator fees2015-12-31$1,469
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GRONEWOLD, BELL, KYHNN & CO. P.C.
Accountancy firm EIN2015-12-31421206169
2014 : WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$203,023
Total of all expenses incurred2014-12-31$187,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$186,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$106,000
Value of total assets at end of year2014-12-31$1,513,891
Value of total assets at beginning of year2014-12-31$1,498,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,297
Total interest from all sources2014-12-31$15,602
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$47,790
Participant contributions at end of year2014-12-31$17,290
Participant contributions at beginning of year2014-12-31$2,332
Participant contributions at end of year2014-12-31$1,957
Participant contributions at beginning of year2014-12-31$1,872
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$48,079
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$15,692
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,513,891
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,498,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$1,000,756
Value of interest in pooled separate accounts at beginning of year2014-12-31$967,309
Interest on participant loans2014-12-31$438
Interest earned on other investments2014-12-31$15,164
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$493,459
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$526,259
Net investment gain/loss from pooled separate accounts2014-12-31$81,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$10,131
Employer contributions (assets) at end of year2014-12-31$429
Employer contributions (assets) at beginning of year2014-12-31$427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$186,034
Contract administrator fees2014-12-31$1,297
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GRONEWOLD, BELL, KHYNN & CO P.C.
Accountancy firm EIN2014-12-31421206169
2013 : WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$319,394
Total of all expenses incurred2013-12-31$138,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$136,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$84,733
Value of total assets at end of year2013-12-31$1,498,199
Value of total assets at beginning of year2013-12-31$1,317,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,514
Total interest from all sources2013-12-31$16,001
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$69,382
Participant contributions at end of year2013-12-31$2,332
Participant contributions at beginning of year2013-12-31$4,626
Participant contributions at end of year2013-12-31$1,872
Participant contributions at beginning of year2013-12-31$2,347
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$181,065
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,498,199
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,317,134
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$967,309
Value of interest in pooled separate accounts at beginning of year2013-12-31$794,569
Interest on participant loans2013-12-31$222
Interest earned on other investments2013-12-31$15,779
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$526,259
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$514,765
Net investment gain/loss from pooled separate accounts2013-12-31$218,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$15,351
Employer contributions (assets) at end of year2013-12-31$427
Employer contributions (assets) at beginning of year2013-12-31$827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$136,815
Contract administrator fees2013-12-31$1,514
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GRONEWOLD, BELL, KHYNN & CO P.C.
Accountancy firm EIN2013-12-31421206169
2012 : WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$181,857
Total of all expenses incurred2012-12-31$123,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$121,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$77,366
Value of total assets at end of year2012-12-31$1,317,134
Value of total assets at beginning of year2012-12-31$1,258,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,604
Total interest from all sources2012-12-31$16,265
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$58,305
Participant contributions at end of year2012-12-31$4,626
Participant contributions at beginning of year2012-12-31$6,798
Participant contributions at end of year2012-12-31$2,347
Participant contributions at beginning of year2012-12-31$2,342
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$58,281
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,317,134
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,258,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$794,569
Value of interest in pooled separate accounts at beginning of year2012-12-31$671,361
Interest on participant loans2012-12-31$356
Interest earned on other investments2012-12-31$15,909
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$514,765
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$577,626
Net investment gain/loss from pooled separate accounts2012-12-31$88,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$19,061
Employer contributions (assets) at end of year2012-12-31$827
Employer contributions (assets) at beginning of year2012-12-31$726
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$121,972
Contract administrator fees2012-12-31$1,604
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GRONEWOLD, BELL, KHYNN & CO P.C.
Accountancy firm EIN2012-12-31421206169
2011 : WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$87,833
Total of all expenses incurred2011-12-31$138,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$134,764
Expenses. Certain deemed distributions of participant loans2011-12-31$1,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$94,360
Value of total assets at end of year2011-12-31$1,258,853
Value of total assets at beginning of year2011-12-31$1,309,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,785
Total interest from all sources2011-12-31$17,110
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$64,244
Participant contributions at end of year2011-12-31$6,798
Participant contributions at beginning of year2011-12-31$9,548
Participant contributions at end of year2011-12-31$2,342
Participant contributions at beginning of year2011-12-31$2,750
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$12,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-50,202
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,258,853
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,309,055
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$671,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$739,519
Interest on participant loans2011-12-31$501
Interest earned on other investments2011-12-31$16,609
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$577,626
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$556,538
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-23,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$17,783
Employer contributions (assets) at end of year2011-12-31$726
Employer contributions (assets) at beginning of year2011-12-31$700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$134,764
Contract administrator fees2011-12-31$1,785
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GRONEWOLD,BELL,KHYNN & CO P.C.
Accountancy firm EIN2011-12-31421206169
2010 : WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2010 401k financial data
Expenses. Interest paid2010-12-31$175
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$175
Total income from all sources (including contributions)2010-12-31$193,626
Total of all expenses incurred2010-12-31$56,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$48,973
Expenses. Certain deemed distributions of participant loans2010-12-31$6,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$89,618
Value of total assets at end of year2010-12-31$1,309,055
Value of total assets at beginning of year2010-12-31$1,172,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,748
Total interest from all sources2010-12-31$17,107
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$72,769
Participant contributions at end of year2010-12-31$9,548
Participant contributions at beginning of year2010-12-31$12,958
Participant contributions at end of year2010-12-31$2,750
Participant contributions at beginning of year2010-12-31$2,753
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$136,655
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,309,055
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,172,400
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$739,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$639,509
Interest on participant loans2010-12-31$804
Interest earned on other investments2010-12-31$16,303
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$556,538
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$516,503
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$86,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$16,849
Employer contributions (assets) at end of year2010-12-31$700
Employer contributions (assets) at beginning of year2010-12-31$677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$48,973
Contract administrator fees2010-12-31$1,748
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GRONEWOLD, BELL, KYHNN & CO P.C.
Accountancy firm EIN2010-12-31421206169

Form 5500 Responses for WEST CENTRAL COMMUNITY ACTION 403(B) PLAN

2022: WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number717302
Policy instance 1
Insurance contract or identification number717302
Number of Individuals Covered70
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,253
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,253
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number717302
Policy instance 1
Insurance contract or identification number717302
Number of Individuals Covered72
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $847
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $847
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number717302
Policy instance 1
Insurance contract or identification number717302
Number of Individuals Covered76
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $984
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $984
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number717302
Policy instance 1
Insurance contract or identification number717302
Number of Individuals Covered79
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,133
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,133
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number717302
Policy instance 1
Insurance contract or identification number717302
Number of Individuals Covered80
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,356
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,356
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number717302
Policy instance 1
Insurance contract or identification number717302
Number of Individuals Covered81
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,707
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,707
Insurance broker organization code?3
Insurance broker nameR. VAN HORN
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number717302
Policy instance 1
Insurance contract or identification number717302
Number of Individuals Covered76
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $368
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $396
Insurance broker organization code?3
Insurance broker nameG SMITH CFP
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number717302
Policy instance 1
Insurance contract or identification number717302
Number of Individuals Covered77
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,026
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,026
Insurance broker organization code?3
Insurance broker nameG SMITH CFP
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number717302
Policy instance 1
Insurance contract or identification number717302
Number of Individuals Covered79
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,457
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,457
Insurance broker organization code?3
Insurance broker nameG SMITH CFP
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number717302
Policy instance 1
Insurance contract or identification number717302
Number of Individuals Covered83
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,617
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,617
Insurance broker organization code?3
Insurance broker nameG SMITH CFP
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number717302
Policy instance 1
Insurance contract or identification number717302
Number of Individuals Covered87
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,707
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number717302
Policy instance 1
Insurance contract or identification number717302
Number of Individuals Covered92
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,192
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,192
Insurance broker organization code?3
Insurance broker nameG SMITH CFP

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