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TRANSITIONS NON-HCBS RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameTRANSITIONS NON-HCBS RETIREMENT SAVINGS PLAN
Plan identification number 002

TRANSITIONS NON-HCBS RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

TRANSITIONS FOR THE DEVELOPMENTALLY DISABLED has sponsored the creation of one or more 401k plans.

Company Name:TRANSITIONS FOR THE DEVELOPMENTALLY DISABLED
Employer identification number (EIN):510505436
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRANSITIONS NON-HCBS RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01DAWN TORRES2024-04-22 DAWN TORRES2024-04-22
0022022-01-01DENNIS S KARP2023-04-11 DENNIS S KARP2023-04-11
0022021-01-01DENNIS KARP2022-05-12 DENNIS KARP2022-05-12
0022020-01-01DENNIS KARP2021-09-14 DENNIS KARP2021-09-14
0022019-01-01DENNIS KARP2020-06-15
0022018-01-01
0022017-01-01
0022016-01-01

Financial Data on TRANSITIONS NON-HCBS RETIREMENT SAVINGS PLAN

Measure Date Value
2024 : TRANSITIONS NON-HCBS RETIREMENT SAVINGS PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-22-487549
Total liabilities as of the end of the plan year2024-04-220
Total liabilities as of the beginning of the plan year2024-04-220
Total expenses incurred by plan in this plan year2024-04-2222449
Net assets as of the end of the plan year2024-04-220
Total assets as of the beginning of the plan year2024-04-22352195
Value of plan covered by a fidelity bond2024-04-2250000
Participant contributions to plan in this plan year2024-04-2276075
Value of participant loans at end of plan year2024-04-220
Other expenses paid from plan in this plan year2024-04-220
Other contributions to plan in this plan year2024-04-220
Other income to plan in this plan year2024-04-2264764
Plan net income in this plan year2024-04-22135354
Net assets as of the end of the plan year2024-04-220
Net assets as of the beginning of the plan year2024-04-22352195
Employer contributions to plan in this plan year2024-04-2216964
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-225306
2022 : TRANSITIONS NON-HCBS RETIREMENT SAVINGS PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-120
Total liabilities as of the end of the plan year2022-05-120
Total liabilities as of the beginning of the plan year2022-05-120
Total expenses incurred by plan in this plan year2022-05-1230786
Net assets as of the end of the plan year2022-05-12322120
Total assets as of the beginning of the plan year2022-05-12242709
Value of plan covered by a fidelity bond2022-05-1250000
Participant contributions to plan in this plan year2022-05-1263174
Value of participant loans at end of plan year2022-05-12213
Other expenses paid from plan in this plan year2022-05-120
Other contributions to plan in this plan year2022-05-120
Other income to plan in this plan year2022-05-1233231
Plan net income in this plan year2022-05-1279411
Net assets as of the end of the plan year2022-05-12322120
Net assets as of the beginning of the plan year2022-05-12242709
Employer contributions to plan in this plan year2022-05-1213792
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-122821
2019 : TRANSITIONS NON-HCBS RETIREMENT SAVINGS PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$-1,272
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$48,514
Expenses. Total of all expenses incurred2019-12-31$2,244
Benefits paid (including direct rollovers)2019-12-31$875
Total plan assets at end of year2019-12-31$195,552
Total plan assets at beginning of year2019-12-31$150,554
Value of fidelity bond covering the plan2019-12-31$50,000
Total contributions received or receivable from participants2019-12-31$12,285
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$32,495
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$46,270
Net plan assets at end of year (total assets less liabilities)2019-12-31$195,552
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$150,554
Total contributions received or receivable from employer(s)2019-12-31$3,734
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$1,081
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$288
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : TRANSITIONS NON-HCBS RETIREMENT SAVINGS PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total income from all sources2018-12-31$3,372
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$150,554
Total plan assets at beginning of year2018-12-31$147,182
Value of fidelity bond covering the plan2018-12-31$50,000
Total contributions received or receivable from participants2018-12-31$11,871
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-12,097
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$3,372
Net plan assets at end of year (total assets less liabilities)2018-12-31$150,554
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$147,182
Assets. Value of participant loans2018-12-31$1,673
Total contributions received or receivable from employer(s)2018-12-31$3,598
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : TRANSITIONS NON-HCBS RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources2017-12-31$36,128
Expenses. Total of all expenses incurred2017-12-31$2,545
Benefits paid (including direct rollovers)2017-12-31$2,361
Total plan assets at end of year2017-12-31$147,182
Total plan assets at beginning of year2017-12-31$113,599
Value of fidelity bond covering the plan2017-12-31$50,000
Total contributions received or receivable from participants2017-12-31$11,805
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$20,932
Net income (gross income less expenses)2017-12-31$33,583
Net plan assets at end of year (total assets less liabilities)2017-12-31$147,182
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$113,599
Assets. Value of participant loans2017-12-31$4,102
Total contributions received or receivable from employer(s)2017-12-31$3,391
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$184
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : TRANSITIONS NON-HCBS RETIREMENT SAVINGS PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$92,158
Total income from all sources2016-12-31$21,489
Expenses. Total of all expenses incurred2016-12-31$48
Total plan assets at end of year2016-12-31$113,599
Value of fidelity bond covering the plan2016-12-31$12,000
Total contributions received or receivable from participants2016-12-31$11,384
Other income received2016-12-31$6,785
Net income (gross income less expenses)2016-12-31$21,441
Net plan assets at end of year (total assets less liabilities)2016-12-31$113,599
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$3,320
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$48

Form 5500 Responses for TRANSITIONS NON-HCBS RETIREMENT SAVINGS PLAN

2019: TRANSITIONS NON-HCBS RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TRANSITIONS NON-HCBS RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TRANSITIONS NON-HCBS RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TRANSITIONS NON-HCBS RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number660921
Policy instance 1
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract numberE66 0921
Policy instance 1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number066608
Policy instance 1

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