401k Plan data: COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN plan

COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN
Plan identification number	001

COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

COMMUNITY LIVING, INC. has sponsored the creation of one or more 401k plans.

Company Name: COMMUNITY LIVING, INC.

Employer identification number (EIN): 431129770

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01 BARBARA GRIFFITH
001 2016-07-01 BARBARA GRIFFITH
001 2015-07-01 ROBERT PEARL
001 2014-07-01 MONICA NICOLE TREADWAY
001 2013-07-01 MONICA NICOLE TREADWAY
001 2012-07-01 MONICA NICOLE TREADWAY
001 2011-07-01 MONICA TREADWAY
001 2010-07-01 BRIAN MATLOCK
001 2009-07-01 PATRICIA A HANLEY PATRICIA A. HANLEY 2011-03-30

Plan Statistics for COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2021: COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 247
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 286
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 33
Total of all active and inactive participants 2021-07-01 319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 1
Total participants 2021-07-01 320
Number of participants with account balances 2021-07-01 237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 341
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 219
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 37
Total of all active and inactive participants 2020-07-01 256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 256
Number of participants with account balances 2020-07-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 352
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 321
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 40
Total of all active and inactive participants 2019-07-01 361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 1
Total participants 2019-07-01 362
Number of participants with account balances 2019-07-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 265
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 317
Number of retired or separated participants receiving benefits 2018-07-01 4
Number of other retired or separated participants entitled to future benefits 2018-07-01 27
Total of all active and inactive participants 2018-07-01 348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 348
Number of participants with account balances 2018-07-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 1
2017: COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 264
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 199
Number of retired or separated participants receiving benefits 2017-07-01 4
Number of other retired or separated participants entitled to future benefits 2017-07-01 28
Total of all active and inactive participants 2017-07-01 231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 1
Total participants 2017-07-01 232
Number of participants with account balances 2017-07-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 1
2016: COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 268
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 211
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 22
Total of all active and inactive participants 2016-07-01 233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 2
Total participants 2016-07-01 235
Number of participants with account balances 2016-07-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 3
2015: COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 302
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 227
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 19
Total of all active and inactive participants 2015-07-01 246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 246
Number of participants with account balances 2015-07-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 3
2014: COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 337
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 244
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 34
Total of all active and inactive participants 2014-07-01 278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 278
Number of participants with account balances 2014-07-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 8
2013: COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 390
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 278
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 37
Total of all active and inactive participants 2013-07-01 315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 315
Number of participants with account balances 2013-07-01 189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 20
2012: COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 329
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 260
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 14
Total of all active and inactive participants 2012-07-01 274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 274
Number of participants with account balances 2012-07-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 12
2011: COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 318
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 264
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 31
Total of all active and inactive participants 2011-07-01 295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 295
Number of participants with account balances 2011-07-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 9
2010: COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 307
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 270
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 20
Total of all active and inactive participants 2010-07-01 290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 290
Number of participants with account balances 2010-07-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 6
2009: COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 229
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 200
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 17
Total of all active and inactive participants 2009-07-01 217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 217
Number of participants with account balances 2009-07-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 3

Measure	Date	Value
2021: COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	247
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	286
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	33
Total of all active and inactive participants	2021-07-01	319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	1
Total participants	2021-07-01	320
Number of participants with account balances	2021-07-01	237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	341
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	219
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	37
Total of all active and inactive participants	2020-07-01	256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	256
Number of participants with account balances	2020-07-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	352
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	321
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	40
Total of all active and inactive participants	2019-07-01	361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	1
Total participants	2019-07-01	362
Number of participants with account balances	2019-07-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	265
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	317
Number of retired or separated participants receiving benefits	2018-07-01	4
Number of other retired or separated participants entitled to future benefits	2018-07-01	27
Total of all active and inactive participants	2018-07-01	348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	348
Number of participants with account balances	2018-07-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	1
2017: COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	264
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	199
Number of retired or separated participants receiving benefits	2017-07-01	4
Number of other retired or separated participants entitled to future benefits	2017-07-01	28
Total of all active and inactive participants	2017-07-01	231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	1
Total participants	2017-07-01	232
Number of participants with account balances	2017-07-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	1
2016: COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	268
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	211
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	22
Total of all active and inactive participants	2016-07-01	233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	2
Total participants	2016-07-01	235
Number of participants with account balances	2016-07-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	3
2015: COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	302
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	227
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	19
Total of all active and inactive participants	2015-07-01	246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	246
Number of participants with account balances	2015-07-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	3
2014: COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	337
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	244
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	34
Total of all active and inactive participants	2014-07-01	278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	278
Number of participants with account balances	2014-07-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	8
2013: COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	390
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	278
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	37
Total of all active and inactive participants	2013-07-01	315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	315
Number of participants with account balances	2013-07-01	189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	20
2012: COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	329
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	260
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	14
Total of all active and inactive participants	2012-07-01	274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	274
Number of participants with account balances	2012-07-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	12
2011: COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	318
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	264
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	31
Total of all active and inactive participants	2011-07-01	295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	295
Number of participants with account balances	2011-07-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	9
2010: COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	307
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	270
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	20
Total of all active and inactive participants	2010-07-01	290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	290
Number of participants with account balances	2010-07-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	6
2009: COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	229
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	200
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	17
Total of all active and inactive participants	2009-07-01	217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	217
Number of participants with account balances	2009-07-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	3

Financial Data on COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN

Measure	Date	Value
2022 : COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-317,381
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$189,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$178,883
Expenses. Certain deemed distributions of participant loans	2022-06-30	$0
Value of total corrective distributions	2022-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$438,742
Value of total assets at end of year	2022-06-30	$6,467,526
Value of total assets at beginning of year	2022-06-30	$6,974,587
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$10,797
Total interest from all sources	2022-06-30	$12,215
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Administrative expenses professional fees incurred	2022-06-30	$0
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$750,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$275,738
Participant contributions at end of year	2022-06-30	$32,761
Participant contributions at beginning of year	2022-06-30	$35,822
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$21,242
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-507,061
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$6,467,526
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$6,974,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in pooled separate accounts at end of year	2022-06-30	$5,505,238
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$6,170,819
Interest on participant loans	2022-06-30	$2,000
Interest earned on other investments	2022-06-30	$10,215
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$929,527
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$767,946
Expenses. Payments to insurance carriers foe the provision of benefits	2022-06-30	$0
Net investment gain/loss from pooled separate accounts	2022-06-30	$-768,338
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$141,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$178,883
Contract administrator fees	2022-06-30	$10,797
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	THE SFW PARTNERS LLC,
Accountancy firm EIN	2022-06-30	431764273
2021 : COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$2,376,920
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$720,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$716,997
Expenses. Certain deemed distributions of participant loans	2021-06-30	$0
Value of total corrective distributions	2021-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$349,655
Value of total assets at end of year	2021-06-30	$6,974,587
Value of total assets at beginning of year	2021-06-30	$5,318,058
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$3,394
Total interest from all sources	2021-06-30	$8,916
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Administrative expenses professional fees incurred	2021-06-30	$0
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$750,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$219,530
Participant contributions at end of year	2021-06-30	$35,822
Participant contributions at beginning of year	2021-06-30	$32,595
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$1,464
Other income not declared elsewhere	2021-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$1,656,529
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$6,974,587
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$5,318,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in pooled separate accounts at end of year	2021-06-30	$6,170,819
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$4,635,875
Interest on participant loans	2021-06-30	$2,179
Interest earned on other investments	2021-06-30	$6,737
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$767,946
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$649,588
Expenses. Payments to insurance carriers foe the provision of benefits	2021-06-30	$0
Net investment gain/loss from pooled separate accounts	2021-06-30	$2,018,349
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$128,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$716,997
Contract administrator fees	2021-06-30	$3,394
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	SFW PARTNERS, LLC
Accountancy firm EIN	2021-06-30	431764273
2020 : COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$693,277
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$854,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$851,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$387,793
Value of total assets at end of year	2020-06-30	$5,318,058
Value of total assets at beginning of year	2020-06-30	$5,478,861
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$2,533
Total interest from all sources	2020-06-30	$15,497
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$3,000,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$236,420
Participant contributions at end of year	2020-06-30	$32,595
Participant contributions at beginning of year	2020-06-30	$33,491
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$10,127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$-160,803
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$5,318,058
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$5,478,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in pooled separate accounts at end of year	2020-06-30	$4,635,875
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$4,508,639
Interest on participant loans	2020-06-30	$2,403
Interest earned on other investments	2020-06-30	$13,094
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$649,588
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$936,731
Net investment gain/loss from pooled separate accounts	2020-06-30	$289,987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$141,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$851,547
Contract administrator fees	2020-06-30	$2,533
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	SFW PARTNERS, LLC
Accountancy firm EIN	2020-06-30	431764273
2019 : COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$693,325
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$411,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$409,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$386,527
Value of total assets at end of year	2019-06-30	$5,478,861
Value of total assets at beginning of year	2019-06-30	$5,196,900
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$2,098
Total interest from all sources	2019-06-30	$21,699
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$3,000,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$241,690
Participant contributions at end of year	2019-06-30	$33,491
Participant contributions at end of year	2019-06-30	$0
Participant contributions at beginning of year	2019-06-30	$0
Assets. Loans (other than to participants) at end of year	2019-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2019-06-30	$48,832
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$281,961
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$5,478,861
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$5,196,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in pooled separate accounts at end of year	2019-06-30	$4,508,639
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$4,383,450
Interest on participant loans	2019-06-30	$2,653
Interest earned on other investments	2019-06-30	$19,046
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$936,731
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$764,618
Net investment gain/loss from pooled separate accounts	2019-06-30	$285,099
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$144,837
Employer contributions (assets) at end of year	2019-06-30	$0
Employer contributions (assets) at beginning of year	2019-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$409,266
Contract administrator fees	2019-06-30	$2,098
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	SFW PARTNERS, LLC
Accountancy firm EIN	2019-06-30	431764273
2018 : COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$779,773
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$275,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$274,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$338,443
Value of total assets at end of year	2018-06-30	$5,196,900
Value of total assets at beginning of year	2018-06-30	$4,692,951
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$1,602
Total interest from all sources	2018-06-30	$20,214
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$3,000,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$203,452
Participant contributions at end of year	2018-06-30	$0
Participant contributions at beginning of year	2018-06-30	$0
Assets. Loans (other than to participants) at end of year	2018-06-30	$48,832
Assets. Loans (other than to participants) at beginning of year	2018-06-30	$49,125
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$503,949
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$5,196,900
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$4,692,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in pooled separate accounts at end of year	2018-06-30	$4,383,450
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$3,944,651
Interest on participant loans	2018-06-30	$3,560
Interest earned on other investments	2018-06-30	$16,654
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$764,618
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$699,175
Net investment gain/loss from pooled separate accounts	2018-06-30	$421,116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$134,991
Employer contributions (assets) at end of year	2018-06-30	$0
Employer contributions (assets) at beginning of year	2018-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$274,222
Contract administrator fees	2018-06-30	$1,602
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	SFW PARTNERS, LLC
Accountancy firm EIN	2018-06-30	431764273
2017 : COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$765,132
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$769,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$768,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$295,941
Value of total assets at end of year	2017-06-30	$4,692,951
Value of total assets at beginning of year	2017-06-30	$4,697,572
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$1,500
Total interest from all sources	2017-06-30	$20,286
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$3,000,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$175,334
Participant contributions at end of year	2017-06-30	$0
Participant contributions at beginning of year	2017-06-30	$0
Assets. Loans (other than to participants) at end of year	2017-06-30	$49,125
Assets. Loans (other than to participants) at beginning of year	2017-06-30	$88,163
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$-4,621
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$4,692,951
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$4,697,572
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in pooled separate accounts at end of year	2017-06-30	$3,944,651
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$3,942,573
Interest on participant loans	2017-06-30	$4,093
Interest earned on other investments	2017-06-30	$16,193
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$699,175
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$666,836
Net investment gain/loss from pooled separate accounts	2017-06-30	$448,905
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$120,607
Employer contributions (assets) at end of year	2017-06-30	$0
Employer contributions (assets) at beginning of year	2017-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$768,253
Contract administrator fees	2017-06-30	$1,500
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	SFW PARTNERS, LLC
Accountancy firm EIN	2017-06-30	431764273
2016 : COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$393,321
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$579,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$569,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$286,377
Value of total assets at end of year	2016-06-30	$4,697,572
Value of total assets at beginning of year	2016-06-30	$4,883,818
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$10,112
Total interest from all sources	2016-06-30	$22,149
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Administrative expenses professional fees incurred	2016-06-30	$7,325
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$171,993
Participant contributions at end of year	2016-06-30	$0
Participant contributions at beginning of year	2016-06-30	$19
Assets. Loans (other than to participants) at end of year	2016-06-30	$88,163
Assets. Loans (other than to participants) at beginning of year	2016-06-30	$96,579
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-06-30	$0
Other income not declared elsewhere	2016-06-30	$-19
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-186,246
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$4,697,572
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$4,883,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in pooled separate accounts at end of year	2016-06-30	$3,942,573
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$4,122,360
Interest on participant loans	2016-06-30	$5,255
Interest earned on other investments	2016-06-30	$16,894
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$666,836
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$664,860
Net investment gain/loss from pooled separate accounts	2016-06-30	$84,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$114,384
Employer contributions (assets) at end of year	2016-06-30	$0
Employer contributions (assets) at beginning of year	2016-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$569,455
Contract administrator fees	2016-06-30	$2,787
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	SFW PARTNERS, LLC
Accountancy firm EIN	2016-06-30	431764273
2015 : COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$465,839
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$387,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$384,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$264,531
Value of total assets at end of year	2015-06-30	$4,883,818
Value of total assets at beginning of year	2015-06-30	$4,805,806
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$3,466
Total interest from all sources	2015-06-30	$23,237
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$155,801
Participant contributions at end of year	2015-06-30	$19
Participant contributions at beginning of year	2015-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$274
Assets. Loans (other than to participants) at end of year	2015-06-30	$96,579
Assets. Loans (other than to participants) at beginning of year	2015-06-30	$123,243
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$78,012
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$4,883,818
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$4,805,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in pooled separate accounts at end of year	2015-06-30	$4,122,360
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$4,040,073
Interest on participant loans	2015-06-30	$6,321
Interest earned on other investments	2015-06-30	$16,916
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$664,860
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$638,583
Net investment gain/loss from pooled separate accounts	2015-06-30	$178,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$108,456
Employer contributions (assets) at end of year	2015-06-30	$0
Employer contributions (assets) at beginning of year	2015-06-30	$3,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$384,361
Contract administrator fees	2015-06-30	$3,466
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	SFW PARTNERS, LLC
Accountancy firm EIN	2015-06-30	431764273
2014 : COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$987,501
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$422,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$420,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$274,134
Value of total assets at end of year	2014-06-30	$4,805,806
Value of total assets at beginning of year	2014-06-30	$4,241,088
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$1,835
Total interest from all sources	2014-06-30	$22,638
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$164,428
Assets. Loans (other than to participants) at end of year	2014-06-30	$123,243
Assets. Loans (other than to participants) at beginning of year	2014-06-30	$134,218
Other income not declared elsewhere	2014-06-30	$-68
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$564,718
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$4,805,806
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$4,241,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in pooled separate accounts at end of year	2014-06-30	$4,040,073
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$3,323,512
Interest on participant loans	2014-06-30	$9,054
Interest earned on other investments	2014-06-30	$13,584
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$638,583
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$589,079
Net investment gain/loss from pooled separate accounts	2014-06-30	$690,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$109,706
Employer contributions (assets) at end of year	2014-06-30	$3,907
Employer contributions (assets) at beginning of year	2014-06-30	$194,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$420,948
Contract administrator fees	2014-06-30	$1,835
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	SFW PARTNERS, LLC
Accountancy firm EIN	2014-06-30	431764273
2013 : COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$740,719
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$604,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$598,489
Expenses. Certain deemed distributions of participant loans	2013-06-30	$2,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$238,637
Value of total assets at end of year	2013-06-30	$4,046,809
Value of total assets at beginning of year	2013-06-30	$3,910,962
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$3,924
Total interest from all sources	2013-06-30	$26,771
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$107,673
Participant contributions at end of year	2013-06-30	$134,218
Participant contributions at beginning of year	2013-06-30	$100,752
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$6,947
Other income not declared elsewhere	2013-06-30	$2,304
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$135,847
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$4,046,809
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$3,910,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in pooled separate accounts at end of year	2013-06-30	$3,323,512
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$3,263,484
Interest on participant loans	2013-06-30	$9,415
Interest earned on other investments	2013-06-30	$17,356
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$589,079
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$546,726
Net investment gain/loss from pooled separate accounts	2013-06-30	$473,007
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$124,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$598,489
Contract administrator fees	2013-06-30	$3,924
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-06-30	No
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	SFW PARTNERS, LLC
Accountancy firm EIN	2013-06-30	431764273
2012 : COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-06-30	$272,435
Total of all expenses incurred	2012-06-30	$144,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$140,015
Expenses. Certain deemed distributions of participant loans	2012-06-30	$1,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$238,611
Value of total assets at end of year	2012-06-30	$3,910,962
Value of total assets at beginning of year	2012-06-30	$3,782,577
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$2,947
Total interest from all sources	2012-06-30	$23,969
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$111,575
Participant contributions at end of year	2012-06-30	$100,752
Participant contributions at beginning of year	2012-06-30	$97,396
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$2,537
Other income not declared elsewhere	2012-06-30	$2,307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$128,385
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$3,910,962
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$3,782,577
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in pooled separate accounts at end of year	2012-06-30	$3,263,484
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$3,199,219
Interest on participant loans	2012-06-30	$7,095
Interest earned on other investments	2012-06-30	$16,874
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$546,726
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$485,962
Net investment gain/loss from pooled separate accounts	2012-06-30	$7,548
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$124,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$140,015
Contract administrator fees	2012-06-30	$2,947
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-06-30	No
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	SFW PARTNERS, LLC
Accountancy firm EIN	2012-06-30	431764273
2011 : COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$934,587
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$199,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$197,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$279,241
Value of total assets at end of year	2011-06-30	$3,782,577
Value of total assets at beginning of year	2011-06-30	$3,047,893
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$2,480
Total interest from all sources	2011-06-30	$22,997
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$126,430
Participant contributions at end of year	2011-06-30	$97,396
Participant contributions at beginning of year	2011-06-30	$84,834
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$31,048
Other income not declared elsewhere	2011-06-30	$1,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$734,684
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$3,782,577
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$3,047,893
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in pooled separate accounts at end of year	2011-06-30	$3,199,219
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$2,545,281
Interest on participant loans	2011-06-30	$6,061
Interest earned on other investments	2011-06-30	$16,936
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$485,962
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$417,778
Net investment gain/loss from pooled separate accounts	2011-06-30	$630,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$121,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$197,423
Contract administrator fees	2011-06-30	$2,480
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-06-30	No
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	No
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	BOTZ, DEAL & COMPANY, P.C.
Accountancy firm EIN	2011-06-30	431064657
2010 : COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN

2021: COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2011: COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2010: COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2009: COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

062824

Policy instance

Insurance contract or identification number	062824
Number of Individuals Covered	286
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

062824

Policy instance

Insurance contract or identification number	062824
Number of Individuals Covered	256
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $6,350
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $3,810
Insurance broker organization code?	3

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

062824

Policy instance

Insurance contract or identification number	062824
Number of Individuals Covered	362
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $5,366
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $3,220
Insurance broker organization code?	3

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

62824

Policy instance

Insurance contract or identification number	62824
Number of Individuals Covered	148
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

62824

Policy instance

Insurance contract or identification number	62824
Number of Individuals Covered	141
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $6,430
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

62824

Policy instance

Insurance contract or identification number	62824
Number of Individuals Covered	134
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $6,046
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,628
Insurance broker organization code?	3
Insurance broker name	JARRETT C OLIVASTRO

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

62824

Policy instance

Insurance contract or identification number	62824
Number of Individuals Covered	163
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $6,254
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,752
Insurance broker organization code?	3
Insurance broker name	JARRETT C OLIVASTRO

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

62824

Policy instance

Insurance contract or identification number	62824
Number of Individuals Covered	315
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $5,969
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,465
Insurance broker organization code?	3
Insurance broker name	JARRETT C OLIVASTRO

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

62824

Policy instance

Insurance contract or identification number	62824
Number of Individuals Covered	274
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $5,560
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,448
Insurance broker organization code?	3
Insurance broker name	J GREGORY KELLER-STEVEN KONTZ

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

62824

Policy instance

Insurance contract or identification number	62824
Number of Individuals Covered	296
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $5,376
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

62824

Policy instance

Insurance contract or identification number	62824
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $5,322
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	COMMUNITY LIVING, INC.
Employer identification number (EIN):	431129770
NAIC Classification:	624100
NAIC Description:	Individual and Family Services