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MID-IOWA COMMUNITY ACTION, INC. RETIREMENT & SAVINGS PLAN 401k Plan overview

Plan NameMID-IOWA COMMUNITY ACTION, INC. RETIREMENT & SAVINGS PLAN
Plan identification number 001

MID-IOWA COMMUNITY ACTION, INC. RETIREMENT & SAVINGS 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.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MID-IOWA COMMUNITY ACTION, INC. has sponsored the creation of one or more 401k plans.

Company Name:MID-IOWA COMMUNITY ACTION, INC.
Employer identification number (EIN):420923311
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MID-IOWA COMMUNITY ACTION, INC. RETIREMENT & SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-10-01ALLISON WILSON2024-04-11 ALLISON WILSON2024-04-11
0012021-10-01RACHEL PHILLIPS2023-04-04 RACHEL PHILLIPS2023-04-04
0012020-10-01RACHEL PHILLIPS2022-06-24 RACHEL PHILLIPS2022-06-24
0012019-10-01
0012019-10-01
0012018-10-01
0012017-10-01
0012017-10-01
0012016-10-01MYRA THOMPSON MYRA THOMPSON2018-04-23
0012015-10-01MYRA THOMPSON MYRA THOMPSON2017-04-25
0012014-10-01ARLENE MCATEE ARLENE MCATEE2016-06-21
0012014-10-01ARLENE MCATEE ARLENE MCATEE2016-07-06
0012013-10-01MYRA THOMPSON MYRA THOMPSON2015-12-11
0012012-10-01MYRA THOMPSON MYRA THOMPSON2014-04-15
0012011-10-01MYRA THOMPSON MYRA THOMPSON2013-04-19
0012010-10-01MYRA THOMPSON MYRA THOMPSON2012-02-24
0012009-10-01MYRA THOMPSON MYRA THOMPSON2011-06-28
0012008-10-01

Plan Statistics for MID-IOWA COMMUNITY ACTION, INC. RETIREMENT & SAVINGS PLAN

401k plan membership statisitcs for MID-IOWA COMMUNITY ACTION, INC. RETIREMENT & SAVINGS PLAN

Measure Date Value
2019: MID-IOWA COMMUNITY ACTION, INC. RETIREMENT & SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01170
Total number of active participants reported on line 7a of the Form 55002019-10-01115
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-0136
Total of all active and inactive participants2019-10-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-011
Total participants2019-10-01152
Number of participants with account balances2019-10-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-016
2018: MID-IOWA COMMUNITY ACTION, INC. RETIREMENT & SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01191
Total number of active participants reported on line 7a of the Form 55002018-10-01143
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-0133
Total of all active and inactive participants2018-10-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-011
Total participants2018-10-01177
Number of participants with account balances2018-10-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-0110
2017: MID-IOWA COMMUNITY ACTION, INC. RETIREMENT & SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01208
Total number of active participants reported on line 7a of the Form 55002017-10-01161
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-0134
Total of all active and inactive participants2017-10-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-011
Total participants2017-10-01196
Number of participants with account balances2017-10-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-016
2016: MID-IOWA COMMUNITY ACTION, INC. RETIREMENT & SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01210
Total number of active participants reported on line 7a of the Form 55002016-10-01171
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-0132
Total of all active and inactive participants2016-10-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-011
Total participants2016-10-01204
Number of participants with account balances2016-10-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-017
2015: MID-IOWA COMMUNITY ACTION, INC. RETIREMENT & SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01223
Total number of active participants reported on line 7a of the Form 55002015-10-01178
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-0127
Total of all active and inactive participants2015-10-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-011
Total participants2015-10-01206
Number of participants with account balances2015-10-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-0113
2014: MID-IOWA COMMUNITY ACTION, INC. RETIREMENT & SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01225
Total number of active participants reported on line 7a of the Form 55002014-10-01204
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-0120
Total of all active and inactive participants2014-10-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-01224
Number of participants with account balances2014-10-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-0112
2013: MID-IOWA COMMUNITY ACTION, INC. RETIREMENT & SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01227
Total number of active participants reported on line 7a of the Form 55002013-10-01217
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-0119
Total of all active and inactive participants2013-10-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01236
Number of participants with account balances2013-10-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-0113
2012: MID-IOWA COMMUNITY ACTION, INC. RETIREMENT & SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01222
Total number of active participants reported on line 7a of the Form 55002012-10-01215
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0120
Total of all active and inactive participants2012-10-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01235
Number of participants with account balances2012-10-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-0110
2011: MID-IOWA COMMUNITY ACTION, INC. RETIREMENT & SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01209
Total number of active participants reported on line 7a of the Form 55002011-10-01213
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0121
Total of all active and inactive participants2011-10-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01234
Number of participants with account balances2011-10-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-019
2010: MID-IOWA COMMUNITY ACTION, INC. RETIREMENT & SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-01240
Total number of active participants reported on line 7a of the Form 55002010-10-01192
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-0116
Total of all active and inactive participants2010-10-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-01208
Number of participants with account balances2010-10-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-0148
2009: MID-IOWA COMMUNITY ACTION, INC. RETIREMENT & SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01319
Total number of active participants reported on line 7a of the Form 55002009-10-01247
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0116
Total of all active and inactive participants2009-10-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01263
Number of participants with account balances2009-10-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-0148

Financial Data on MID-IOWA COMMUNITY ACTION, INC. RETIREMENT & SAVINGS PLAN

Measure Date Value
2020 : MID-IOWA COMMUNITY ACTION, INC. RETIREMENT & SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-09-30$0
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total transfer of assets to this plan2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$660,676
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$291,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$288,684
Expenses. Certain deemed distributions of participant loans2020-09-30$0
Value of total corrective distributions2020-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$293,004
Value of total assets at end of year2020-09-30$4,566,324
Value of total assets at beginning of year2020-09-30$4,197,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$2,691
Total income from rents2020-09-30$0
Total interest from all sources2020-09-30$5,267
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$743
Administrative expenses professional fees incurred2020-09-30$0
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Amount of non-exempt transactions with any party-in-interest2020-09-30$0
Contributions received from participants2020-09-30$96,008
Participant contributions at end of year2020-09-30$70,787
Participant contributions at beginning of year2020-09-30$47,781
Participant contributions at end of year2020-09-30$3,900
Participant contributions at beginning of year2020-09-30$4,106
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-09-30$0
Other income not declared elsewhere2020-09-30$0
Administrative expenses (other) incurred2020-09-30$0
Liabilities. Value of operating payables at beginning of year2020-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$369,301
Value of net assets at end of year (total assets less liabilities)2020-09-30$4,566,324
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$4,197,023
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-09-30$0
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-09-30$0
Investment advisory and management fees2020-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$352,386
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$319,631
Value of interest in pooled separate accounts at end of year2020-09-30$68,969
Value of interest in pooled separate accounts at beginning of year2020-09-30$133,710
Interest on participant loans2020-09-30$5,267
Income. Interest from loans (other than to participants)2020-09-30$0
Interest earned on other investments2020-09-30$0
Income. Interest from US Government securities2020-09-30$0
Income. Interest from corporate debt instruments2020-09-30$0
Value of interest in common/collective trusts at end of year2020-09-30$4,062,604
Value of interest in common/collective trusts at beginning of year2020-09-30$3,681,834
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-09-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$63,103
Net investment gain/loss from pooled separate accounts2020-09-30$5,876
Net investment gain or loss from common/collective trusts2020-09-30$292,683
Net gain/loss from 103.12 investment entities2020-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$196,996
Employer contributions (assets) at end of year2020-09-30$7,678
Employer contributions (assets) at beginning of year2020-09-30$9,961
Income. Dividends from preferred stock2020-09-30$0
Income. Dividends from common stock2020-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$288,684
Contract administrator fees2020-09-30$2,691
Liabilities. Value of benefit claims payable at beginning of year2020-09-30$0
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Aggregate proceeds on sale of assets2020-09-30$0
Aggregate carrying amount (costs) on sale of assets2020-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30MERIWETHER, WILSON, AND COMPANY
Accountancy firm EIN2020-09-30042073125
2019 : MID-IOWA COMMUNITY ACTION, INC. RETIREMENT & SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-09-30$0
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total transfer of assets to this plan2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$395,835
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$530,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$526,048
Expenses. Certain deemed distributions of participant loans2019-09-30$0
Value of total corrective distributions2019-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$329,041
Value of total assets at end of year2019-09-30$4,197,023
Value of total assets at beginning of year2019-09-30$4,331,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$4,154
Total income from rents2019-09-30$0
Total interest from all sources2019-09-30$3,223
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$2,106
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$2,106
Administrative expenses professional fees incurred2019-09-30$0
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Amount of non-exempt transactions with any party-in-interest2019-09-30$0
Contributions received from participants2019-09-30$93,368
Participant contributions at end of year2019-09-30$47,781
Participant contributions at beginning of year2019-09-30$72,342
Participant contributions at end of year2019-09-30$4,106
Participant contributions at beginning of year2019-09-30$3,658
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$13,568
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-09-30$0
Other income not declared elsewhere2019-09-30$0
Administrative expenses (other) incurred2019-09-30$0
Liabilities. Value of operating payables at beginning of year2019-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$-134,367
Value of net assets at end of year (total assets less liabilities)2019-09-30$4,197,023
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$4,331,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-09-30$0
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-09-30$0
Investment advisory and management fees2019-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$319,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$119,131
Value of interest in pooled separate accounts at end of year2019-09-30$133,710
Value of interest in pooled separate accounts at beginning of year2019-09-30$316,297
Interest on participant loans2019-09-30$3,223
Income. Interest from loans (other than to participants)2019-09-30$0
Interest earned on other investments2019-09-30$0
Income. Interest from US Government securities2019-09-30$0
Income. Interest from corporate debt instruments2019-09-30$0
Value of interest in common/collective trusts at end of year2019-09-30$3,681,834
Value of interest in common/collective trusts at beginning of year2019-09-30$3,812,695
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-09-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$13,935
Net investment gain/loss from pooled separate accounts2019-09-30$-3,770
Net investment gain or loss from common/collective trusts2019-09-30$51,300
Net gain/loss from 103.12 investment entities2019-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$222,105
Employer contributions (assets) at end of year2019-09-30$9,961
Employer contributions (assets) at beginning of year2019-09-30$7,267
Income. Dividends from preferred stock2019-09-30$0
Income. Dividends from common stock2019-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$526,048
Contract administrator fees2019-09-30$4,154
Liabilities. Value of benefit claims payable at beginning of year2019-09-30$0
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Aggregate proceeds on sale of assets2019-09-30$0
Aggregate carrying amount (costs) on sale of assets2019-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30MERIWETHER, WILSON AND COMPANY, PLL
Accountancy firm EIN2019-09-30042073125
2018 : MID-IOWA COMMUNITY ACTION, INC. RETIREMENT & SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-09-30$0
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total transfer of assets to this plan2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$633,103
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$229,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$224,548
Expenses. Certain deemed distributions of participant loans2018-09-30$0
Value of total corrective distributions2018-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$316,911
Value of total assets at end of year2018-09-30$4,331,390
Value of total assets at beginning of year2018-09-30$3,927,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$4,869
Total income from rents2018-09-30$0
Total interest from all sources2018-09-30$2,969
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$2,207
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$2,207
Administrative expenses professional fees incurred2018-09-30$0
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Amount of non-exempt transactions with any party-in-interest2018-09-30$0
Contributions received from participants2018-09-30$96,132
Participant contributions at end of year2018-09-30$72,342
Participant contributions at beginning of year2018-09-30$49,238
Participant contributions at end of year2018-09-30$3,658
Participant contributions at beginning of year2018-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-09-30$0
Other income not declared elsewhere2018-09-30$0
Administrative expenses (other) incurred2018-09-30$0
Liabilities. Value of operating payables at beginning of year2018-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$403,686
Value of net assets at end of year (total assets less liabilities)2018-09-30$4,331,390
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$3,927,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-09-30$0
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-09-30$0
Investment advisory and management fees2018-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$119,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$106,601
Value of interest in pooled separate accounts at end of year2018-09-30$316,297
Value of interest in pooled separate accounts at beginning of year2018-09-30$241,466
Interest on participant loans2018-09-30$2,969
Income. Interest from loans (other than to participants)2018-09-30$0
Interest earned on other investments2018-09-30$0
Income. Interest from US Government securities2018-09-30$0
Income. Interest from corporate debt instruments2018-09-30$0
Value of interest in common/collective trusts at end of year2018-09-30$3,812,695
Value of interest in common/collective trusts at beginning of year2018-09-30$3,530,399
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-09-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$2,065
Net investment gain/loss from pooled separate accounts2018-09-30$53,376
Net investment gain or loss from common/collective trusts2018-09-30$255,575
Net gain/loss from 103.12 investment entities2018-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$220,779
Employer contributions (assets) at end of year2018-09-30$7,267
Employer contributions (assets) at beginning of year2018-09-30$0
Income. Dividends from preferred stock2018-09-30$0
Income. Dividends from common stock2018-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$224,548
Contract administrator fees2018-09-30$4,869
Liabilities. Value of benefit claims payable at beginning of year2018-09-30$0
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Aggregate proceeds on sale of assets2018-09-30$0
Aggregate carrying amount (costs) on sale of assets2018-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30MERIWETHER, WILSON AND COMPANY, PLL
Accountancy firm EIN2018-09-30042073125
2017 : MID-IOWA COMMUNITY ACTION, INC. RETIREMENT & SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-09-30$0
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total transfer of assets to this plan2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$711,438
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$359,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$351,479
Expenses. Certain deemed distributions of participant loans2017-09-30$0
Value of total corrective distributions2017-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$280,964
Value of total assets at end of year2017-09-30$3,927,704
Value of total assets at beginning of year2017-09-30$3,576,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$8,384
Total income from rents2017-09-30$0
Total interest from all sources2017-09-30$1,885
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$1,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$1,102
Administrative expenses professional fees incurred2017-09-30$0
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Amount of non-exempt transactions with any party-in-interest2017-09-30$0
Contributions received from participants2017-09-30$87,238
Participant contributions at end of year2017-09-30$49,238
Participant contributions at beginning of year2017-09-30$39,214
Participant contributions at end of year2017-09-30$0
Participant contributions at beginning of year2017-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-09-30$0
Other income not declared elsewhere2017-09-30$0
Administrative expenses (other) incurred2017-09-30$0
Liabilities. Value of operating payables at beginning of year2017-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$351,575
Value of net assets at end of year (total assets less liabilities)2017-09-30$3,927,704
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$3,576,129
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-09-30$0
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-09-30$0
Investment advisory and management fees2017-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$106,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$65,707
Value of interest in pooled separate accounts at end of year2017-09-30$241,466
Value of interest in pooled separate accounts at beginning of year2017-09-30$3,259,709
Interest on participant loans2017-09-30$1,885
Income. Interest from loans (other than to participants)2017-09-30$0
Interest earned on other investments2017-09-30$0
Income. Interest from US Government securities2017-09-30$0
Income. Interest from corporate debt instruments2017-09-30$0
Value of interest in common/collective trusts at end of year2017-09-30$3,530,399
Value of interest in common/collective trusts at beginning of year2017-09-30$211,499
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-09-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$2,364
Net investment gain/loss from pooled separate accounts2017-09-30$107,893
Net investment gain or loss from common/collective trusts2017-09-30$317,230
Net gain/loss from 103.12 investment entities2017-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$193,726
Employer contributions (assets) at end of year2017-09-30$0
Employer contributions (assets) at beginning of year2017-09-30$0
Income. Dividends from preferred stock2017-09-30$0
Income. Dividends from common stock2017-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$351,479
Contract administrator fees2017-09-30$8,384
Liabilities. Value of benefit claims payable at beginning of year2017-09-30$0
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Aggregate proceeds on sale of assets2017-09-30$0
Aggregate carrying amount (costs) on sale of assets2017-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30MERIWETHER, WILSON & COMPANY, PLLC
Accountancy firm EIN2017-09-30420731256
2016 : MID-IOWA COMMUNITY ACTION, INC. RETIREMENT & SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-09-30$0
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total transfer of assets to this plan2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$556,907
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$418,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$408,706
Expenses. Certain deemed distributions of participant loans2016-09-30$0
Value of total corrective distributions2016-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$304,503
Value of total assets at end of year2016-09-30$3,576,129
Value of total assets at beginning of year2016-09-30$3,437,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$9,425
Total income from rents2016-09-30$0
Total interest from all sources2016-09-30$2,158
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$923
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$923
Administrative expenses professional fees incurred2016-09-30$0
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Amount of non-exempt transactions with any party-in-interest2016-09-30$0
Contributions received from participants2016-09-30$102,365
Participant contributions at end of year2016-09-30$39,214
Participant contributions at beginning of year2016-09-30$59,497
Participant contributions at end of year2016-09-30$0
Participant contributions at beginning of year2016-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-09-30$0
Other income not declared elsewhere2016-09-30$230
Administrative expenses (other) incurred2016-09-30$0
Liabilities. Value of operating payables at beginning of year2016-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$138,776
Value of net assets at end of year (total assets less liabilities)2016-09-30$3,576,129
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$3,437,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-09-30$0
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-09-30$0
Investment advisory and management fees2016-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$65,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$58,042
Value of interest in pooled separate accounts at end of year2016-09-30$3,259,709
Value of interest in pooled separate accounts at beginning of year2016-09-30$3,248,584
Interest on participant loans2016-09-30$2,158
Income. Interest from loans (other than to participants)2016-09-30$0
Interest earned on other investments2016-09-30$0
Income. Interest from US Government securities2016-09-30$0
Income. Interest from corporate debt instruments2016-09-30$0
Value of interest in common/collective trusts at end of year2016-09-30$211,499
Value of interest in common/collective trusts at beginning of year2016-09-30$71,230
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-09-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$3,267
Net investment gain/loss from pooled separate accounts2016-09-30$241,839
Net investment gain or loss from common/collective trusts2016-09-30$3,987
Net gain/loss from 103.12 investment entities2016-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$202,138
Employer contributions (assets) at end of year2016-09-30$0
Employer contributions (assets) at beginning of year2016-09-30$0
Income. Dividends from preferred stock2016-09-30$0
Income. Dividends from common stock2016-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$408,706
Contract administrator fees2016-09-30$9,425
Liabilities. Value of benefit claims payable at beginning of year2016-09-30$0
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Aggregate proceeds on sale of assets2016-09-30$0
Aggregate carrying amount (costs) on sale of assets2016-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30MERIWETHER, WILSON, & COMPANY PLLC
Accountancy firm EIN2016-09-30420731256
2015 : MID-IOWA COMMUNITY ACTION, INC. RETIREMENT & SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-09-30$0
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total transfer of assets to this plan2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$299,747
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$295,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$285,262
Expenses. Certain deemed distributions of participant loans2015-09-30$0
Value of total corrective distributions2015-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$370,883
Value of total assets at end of year2015-09-30$3,437,353
Value of total assets at beginning of year2015-09-30$3,433,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$10,305
Total income from rents2015-09-30$0
Total interest from all sources2015-09-30$2,751
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$547
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$547
Administrative expenses professional fees incurred2015-09-30$0
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Amount of non-exempt transactions with any party-in-interest2015-09-30$0
Contributions received from participants2015-09-30$112,115
Participant contributions at end of year2015-09-30$59,497
Participant contributions at beginning of year2015-09-30$57,321
Participant contributions at end of year2015-09-30$0
Participant contributions at beginning of year2015-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$20,862
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-09-30$0
Other income not declared elsewhere2015-09-30$0
Administrative expenses (other) incurred2015-09-30$0
Liabilities. Value of operating payables at beginning of year2015-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$4,180
Value of net assets at end of year (total assets less liabilities)2015-09-30$3,437,353
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$3,433,173
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-09-30$0
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-09-30$0
Investment advisory and management fees2015-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$58,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$36,512
Value of interest in pooled separate accounts at end of year2015-09-30$3,248,584
Value of interest in pooled separate accounts at beginning of year2015-09-30$3,178,082
Interest on participant loans2015-09-30$2,751
Income. Interest from loans (other than to participants)2015-09-30$0
Interest earned on other investments2015-09-30$0
Income. Interest from US Government securities2015-09-30$0
Income. Interest from corporate debt instruments2015-09-30$0
Value of interest in common/collective trusts at end of year2015-09-30$71,230
Value of interest in common/collective trusts at beginning of year2015-09-30$161,258
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-09-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-1,727
Net investment gain/loss from pooled separate accounts2015-09-30$-72,860
Net investment gain or loss from common/collective trusts2015-09-30$153
Net gain/loss from 103.12 investment entities2015-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$237,906
Employer contributions (assets) at end of year2015-09-30$0
Employer contributions (assets) at beginning of year2015-09-30$0
Income. Dividends from preferred stock2015-09-30$0
Income. Dividends from common stock2015-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$285,262
Contract administrator fees2015-09-30$10,305
Liabilities. Value of benefit claims payable at beginning of year2015-09-30$0
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Aggregate proceeds on sale of assets2015-09-30$0
Aggregate carrying amount (costs) on sale of assets2015-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Unqualified
Accountancy firm name2015-09-30MERIWETHER, WILSON AND COMPANY, P.L
Accountancy firm EIN2015-09-30420731256
2014 : MID-IOWA COMMUNITY ACTION, INC. RETIREMENT & SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-09-30$0
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total transfer of assets to this plan2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$649,938
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$300,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$286,065
Expenses. Certain deemed distributions of participant loans2014-09-30$0
Value of total corrective distributions2014-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$344,063
Value of total assets at end of year2014-09-30$3,433,173
Value of total assets at beginning of year2014-09-30$3,083,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$14,417
Total income from rents2014-09-30$0
Total interest from all sources2014-09-30$3,608
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$282
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$282
Administrative expenses professional fees incurred2014-09-30$0
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$3,000,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Amount of non-exempt transactions with any party-in-interest2014-09-30$0
Contributions received from participants2014-09-30$101,639
Participant contributions at end of year2014-09-30$57,321
Participant contributions at beginning of year2014-09-30$104,330
Participant contributions at end of year2014-09-30$0
Participant contributions at beginning of year2014-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$16,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-09-30$0
Other income not declared elsewhere2014-09-30$0
Administrative expenses (other) incurred2014-09-30$0
Liabilities. Value of operating payables at beginning of year2014-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$349,456
Value of net assets at end of year (total assets less liabilities)2014-09-30$3,433,173
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$3,083,717
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-09-30$0
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-09-30$0
Investment advisory and management fees2014-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$36,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$26,126
Value of interest in pooled separate accounts at end of year2014-09-30$3,178,082
Value of interest in pooled separate accounts at beginning of year2014-09-30$2,894,811
Interest on participant loans2014-09-30$3,608
Income. Interest from loans (other than to participants)2014-09-30$0
Interest earned on other investments2014-09-30$0
Income. Interest from US Government securities2014-09-30$0
Income. Interest from corporate debt instruments2014-09-30$0
Value of interest in common/collective trusts at end of year2014-09-30$161,258
Value of interest in common/collective trusts at beginning of year2014-09-30$58,450
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-09-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$2,200
Net investment gain/loss from pooled separate accounts2014-09-30$298,178
Net investment gain or loss from common/collective trusts2014-09-30$1,607
Net gain/loss from 103.12 investment entities2014-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$226,424
Employer contributions (assets) at end of year2014-09-30$0
Employer contributions (assets) at beginning of year2014-09-30$0
Income. Dividends from preferred stock2014-09-30$0
Income. Dividends from common stock2014-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$286,065
Contract administrator fees2014-09-30$14,417
Liabilities. Value of benefit claims payable at beginning of year2014-09-30$0
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Aggregate proceeds on sale of assets2014-09-30$0
Aggregate carrying amount (costs) on sale of assets2014-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Unqualified
Accountancy firm name2014-09-30MERIWETHER, WILSON AND COMPANY, P.L
Accountancy firm EIN2014-09-30420731256
2013 : MID-IOWA COMMUNITY ACTION, INC. RETIREMENT & SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-09-30$0
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total transfer of assets to this plan2013-09-30$0
Total transfer of assets from this plan2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$669,729
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$310,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$298,331
Expenses. Certain deemed distributions of participant loans2013-09-30$0
Value of total corrective distributions2013-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$306,074
Value of total assets at end of year2013-09-30$3,083,717
Value of total assets at beginning of year2013-09-30$2,724,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$11,691
Total income from rents2013-09-30$0
Total interest from all sources2013-09-30$4,722
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$233
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$233
Administrative expenses professional fees incurred2013-09-30$0
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Amount of non-exempt transactions with any party-in-interest2013-09-30$0
Contributions received from participants2013-09-30$90,387
Participant contributions at end of year2013-09-30$104,330
Participant contributions at beginning of year2013-09-30$119,101
Participant contributions at end of year2013-09-30$0
Participant contributions at beginning of year2013-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$20,144
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-09-30$0
Other income not declared elsewhere2013-09-30$3
Administrative expenses (other) incurred2013-09-30$0
Liabilities. Value of operating payables at beginning of year2013-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$359,707
Value of net assets at end of year (total assets less liabilities)2013-09-30$3,083,717
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$2,724,010
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-09-30$0
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-09-30$0
Investment advisory and management fees2013-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$26,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$17,123
Value of interest in pooled separate accounts at end of year2013-09-30$2,894,811
Value of interest in pooled separate accounts at beginning of year2013-09-30$2,536,438
Interest on participant loans2013-09-30$4,722
Income. Interest from loans (other than to participants)2013-09-30$0
Interest earned on other investments2013-09-30$0
Income. Interest from US Government securities2013-09-30$0
Income. Interest from corporate debt instruments2013-09-30$0
Value of interest in common/collective trusts at end of year2013-09-30$58,450
Value of interest in common/collective trusts at beginning of year2013-09-30$51,348
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-09-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$1,048
Net investment gain/loss from pooled separate accounts2013-09-30$358,186
Net investment gain or loss from common/collective trusts2013-09-30$-537
Net gain/loss from 103.12 investment entities2013-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30Yes
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$195,543
Employer contributions (assets) at end of year2013-09-30$0
Employer contributions (assets) at beginning of year2013-09-30$0
Income. Dividends from preferred stock2013-09-30$0
Income. Dividends from common stock2013-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$298,331
Contract administrator fees2013-09-30$11,691
Liabilities. Value of benefit claims payable at beginning of year2013-09-30$0
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Aggregate proceeds on sale of assets2013-09-30$0
Aggregate carrying amount (costs) on sale of assets2013-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30WILLIAM J. BAUER
Accountancy firm EIN2013-09-30420731256
2012 : MID-IOWA COMMUNITY ACTION, INC. RETIREMENT & SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-09-30$0
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total transfer of assets to this plan2012-09-30$0
Total transfer of assets from this plan2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$819,403
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$386,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$376,091
Expenses. Certain deemed distributions of participant loans2012-09-30$0
Value of total corrective distributions2012-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$348,094
Value of total assets at end of year2012-09-30$2,724,010
Value of total assets at beginning of year2012-09-30$2,291,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$10,449
Total income from rents2012-09-30$0
Total interest from all sources2012-09-30$3,908
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$446
Administrative expenses professional fees incurred2012-09-30$0
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$250,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Amount of non-exempt transactions with any party-in-interest2012-09-30$0
Contributions received from participants2012-09-30$109,965
Participant contributions at end of year2012-09-30$119,101
Participant contributions at beginning of year2012-09-30$54,738
Participant contributions at end of year2012-09-30$0
Participant contributions at beginning of year2012-09-30$4,163
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$24,462
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-09-30$0
Other income not declared elsewhere2012-09-30$0
Administrative expenses (other) incurred2012-09-30$0
Liabilities. Value of operating payables at beginning of year2012-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$432,863
Value of net assets at end of year (total assets less liabilities)2012-09-30$2,724,010
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$2,291,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-09-30$0
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-09-30$0
Investment advisory and management fees2012-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$17,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$35,448
Value of interest in pooled separate accounts at end of year2012-09-30$2,536,438
Value of interest in pooled separate accounts at beginning of year2012-09-30$2,144,192
Interest on participant loans2012-09-30$3,908
Income. Interest from loans (other than to participants)2012-09-30$0
Interest earned on other investments2012-09-30$0
Income. Interest from US Government securities2012-09-30$0
Income. Interest from corporate debt instruments2012-09-30$0
Value of interest in common/collective trusts at end of year2012-09-30$51,348
Value of interest in common/collective trusts at beginning of year2012-09-30$43,495
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$2,898
Net investment gain/loss from pooled separate accounts2012-09-30$463,198
Net investment gain or loss from common/collective trusts2012-09-30$859
Net gain/loss from 103.12 investment entities2012-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30Yes
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$213,667
Employer contributions (assets) at end of year2012-09-30$0
Employer contributions (assets) at beginning of year2012-09-30$9,111
Income. Dividends from preferred stock2012-09-30$0
Income. Dividends from common stock2012-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$376,091
Contract administrator fees2012-09-30$10,449
Liabilities. Value of benefit claims payable at beginning of year2012-09-30$0
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Aggregate proceeds on sale of assets2012-09-30$0
Aggregate carrying amount (costs) on sale of assets2012-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30MERIWETHER WILSON AND COMPANY PLLC
Accountancy firm EIN2012-09-30420731256
2011 : MID-IOWA COMMUNITY ACTION, INC. RETIREMENT & SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-09-30$0
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total transfer of assets to this plan2011-09-30$0
Total transfer of assets from this plan2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$250,082
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$175,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$172,823
Expenses. Certain deemed distributions of participant loans2011-09-30$0
Value of total corrective distributions2011-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$302,382
Value of total assets at end of year2011-09-30$2,291,147
Value of total assets at beginning of year2011-09-30$2,217,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$3,121
Total income from rents2011-09-30$0
Total interest from all sources2011-09-30$2,360
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$438
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$438
Administrative expenses professional fees incurred2011-09-30$0
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$250,000
If this is an individual account plan, was there a blackout period2011-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Amount of non-exempt transactions with any party-in-interest2011-09-30$0
Contributions received from participants2011-09-30$104,354
Participant contributions at end of year2011-09-30$54,738
Participant contributions at beginning of year2011-09-30$35,060
Participant contributions at end of year2011-09-30$4,163
Participant contributions at beginning of year2011-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$15,616
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-09-30$189
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-09-30$0
Other income not declared elsewhere2011-09-30$5,339
Administrative expenses (other) incurred2011-09-30$0
Liabilities. Value of operating payables at beginning of year2011-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$74,138
Value of net assets at end of year (total assets less liabilities)2011-09-30$2,291,147
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$2,217,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-09-30$0
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-09-30$0
Investment advisory and management fees2011-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$35,448
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$26,419
Value of interest in pooled separate accounts at end of year2011-09-30$2,144,192
Value of interest in pooled separate accounts at beginning of year2011-09-30$2,115,390
Interest on participant loans2011-09-30$2,360
Income. Interest from loans (other than to participants)2011-09-30$0
Interest earned on other investments2011-09-30$0
Income. Interest from US Government securities2011-09-30$0
Income. Interest from corporate debt instruments2011-09-30$0
Value of interest in common/collective trusts at end of year2011-09-30$43,495
Value of interest in common/collective trusts at beginning of year2011-09-30$40,140
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$237
Net investment gain/loss from pooled separate accounts2011-09-30$-61,284
Net investment gain or loss from common/collective trusts2011-09-30$610
Net gain/loss from 103.12 investment entities2011-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30Yes
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$182,412
Employer contributions (assets) at end of year2011-09-30$9,111
Employer contributions (assets) at beginning of year2011-09-30$0
Income. Dividends from preferred stock2011-09-30$0
Income. Dividends from common stock2011-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$172,634
Contract administrator fees2011-09-30$3,121
Liabilities. Value of benefit claims payable at beginning of year2011-09-30$0
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Aggregate proceeds on sale of assets2011-09-30$0
Aggregate carrying amount (costs) on sale of assets2011-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30MERIWETHER WILSON AND COMPANY PLLC
Accountancy firm EIN2011-09-30420731256
2010 : MID-IOWA COMMUNITY ACTION, INC. RETIREMENT & SAVINGS PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for MID-IOWA COMMUNITY ACTION, INC. RETIREMENT & SAVINGS PLAN

2019: MID-IOWA COMMUNITY ACTION, INC. RETIREMENT & SAVINGS PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedYes
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: MID-IOWA COMMUNITY ACTION, INC. RETIREMENT & SAVINGS PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: MID-IOWA COMMUNITY ACTION, INC. RETIREMENT & SAVINGS PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedYes
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: MID-IOWA COMMUNITY ACTION, INC. RETIREMENT & SAVINGS PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: MID-IOWA COMMUNITY ACTION, INC. RETIREMENT & SAVINGS PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: MID-IOWA COMMUNITY ACTION, INC. RETIREMENT & SAVINGS PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedYes
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: MID-IOWA COMMUNITY ACTION, INC. RETIREMENT & SAVINGS PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedYes
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: MID-IOWA COMMUNITY ACTION, INC. RETIREMENT & SAVINGS PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: MID-IOWA COMMUNITY ACTION, INC. RETIREMENT & SAVINGS PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2010: MID-IOWA COMMUNITY ACTION, INC. RETIREMENT & SAVINGS PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement – InsuranceYes
2010-10-01Plan benefit arrangement - TrustYes
2009: MID-IOWA COMMUNITY ACTION, INC. RETIREMENT & SAVINGS PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes
2008: MID-IOWA COMMUNITY ACTION, INC. RETIREMENT & SAVINGS PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number710015
Policy instance 1
Insurance contract or identification number710015
Number of Individuals Covered152
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number710015
Policy instance 1
Insurance contract or identification number710015
Number of Individuals Covered177
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number710015
Policy instance 1
Insurance contract or identification number710015
Number of Individuals Covered196
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number710015
Policy instance 1
Insurance contract or identification number710015
Number of Individuals Covered206
Insurance policy start date2015-10-01
Insurance policy end date2016-09-30
Total amount of commissions paid to insurance brokerUSD $8,085
Total amount of fees paid to insurance companyUSD $1,414
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,085
Amount paid for insurance broker fees1414
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameVSR FINANCIAL SERVICES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number710015
Policy instance 1
Insurance contract or identification number710015
Number of Individuals Covered224
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $8,314
Total amount of fees paid to insurance companyUSD $1,383
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,314
Amount paid for insurance broker fees1383
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameVSR FINANCIAL SERVICES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number710015
Policy instance 1
Insurance contract or identification number710015
Number of Individuals Covered236
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $7,936
Total amount of fees paid to insurance companyUSD $1,291
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,936
Amount paid for insurance broker fees1291
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE AND PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameVSR FINANCIAL SERVICES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number710015
Policy instance 1
Insurance contract or identification number710015
Number of Individuals Covered235
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $6,798
Total amount of fees paid to insurance companyUSD $1,319
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,798
Amount paid for insurance broker fees1319
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameVSR FINANCIAL SERVICES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number710015
Policy instance 1
Insurance contract or identification number710015
Number of Individuals Covered234
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $4,737
Total amount of fees paid to insurance companyUSD $1,237
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number710015
Policy instance 1
Insurance contract or identification number710015
Number of Individuals Covered208
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $5,980
Total amount of fees paid to insurance companyUSD $1,286
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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