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403(B) THRIFT PLAN OF NATIONAL CAPITAL AREA COUNCIL BOY SCOUTS OF AMERICA 401k Plan overview

Plan Name403(B) THRIFT PLAN OF NATIONAL CAPITAL AREA COUNCIL BOY SCOUTS OF AMERICA
Plan identification number 003

403(B) THRIFT PLAN OF NATIONAL CAPITAL AREA COUNCIL BOY SCOUTS OF AMERICA Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NATIONAL CAPITAL AREA COUNCIL BOY S COUTS OF AMERICA has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL CAPITAL AREA COUNCIL BOY S COUTS OF AMERICA
Employer identification number (EIN):530204610
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF NATIONAL CAPITAL AREA COUNCIL BOY SCOUTS OF AMERICA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01KENT SPANIER2024-07-09
0032022-01-01KENT SPANIER2023-06-14
0032021-01-01KENT SPANIER2022-03-31
0032020-01-01KENT SPANIER2021-03-12
0032019-01-01KENT SPANIER2020-07-01
0032018-01-01FREDERICA BROWNE2019-10-14
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01FREDERICA BROWNE FREDERICA BROWNE2015-10-08
0032013-01-01FREDERICA BROWNE FREDERICA BROWNE2014-10-15
0032012-01-01FREDERICA BROWNE FREDERICA BROWNE2014-10-15
0032011-01-01LESLIE O. BARON II2012-10-12
0032010-01-01EDWARD BURKS2011-06-13

Plan Statistics for 403(B) THRIFT PLAN OF NATIONAL CAPITAL AREA COUNCIL BOY SCOUTS OF AMERICA

401k plan membership statisitcs for 403(B) THRIFT PLAN OF NATIONAL CAPITAL AREA COUNCIL BOY SCOUTS OF AMERICA

Measure Date Value
2018: 403(B) THRIFT PLAN OF NATIONAL CAPITAL AREA COUNCIL BOY SCOUTS OF AMERICA 2018 401k membership
Total participants, beginning-of-year2018-01-01121
Total number of active participants reported on line 7a of the Form 55002018-01-0174
Number of other retired or separated participants entitled to future benefits2018-01-0140
Total of all active and inactive participants2018-01-01114
Total participants2018-01-01114
Number of participants with account balances2018-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: 403(B) THRIFT PLAN OF NATIONAL CAPITAL AREA COUNCIL BOY SCOUTS OF AMERICA 2017 401k membership
Total participants, beginning-of-year2017-01-01122
Total number of active participants reported on line 7a of the Form 55002017-01-0181
Number of other retired or separated participants entitled to future benefits2017-01-0140
Total of all active and inactive participants2017-01-01121
Total participants2017-01-01121
Number of participants with account balances2017-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: 403(B) THRIFT PLAN OF NATIONAL CAPITAL AREA COUNCIL BOY SCOUTS OF AMERICA 2016 401k membership
Total participants, beginning-of-year2016-01-01128
Total number of active participants reported on line 7a of the Form 55002016-01-0180
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0142
Total of all active and inactive participants2016-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01122
Number of participants with account balances2016-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: 403(B) THRIFT PLAN OF NATIONAL CAPITAL AREA COUNCIL BOY SCOUTS OF AMERICA 2015 401k membership
Total participants, beginning-of-year2015-01-01102
Total number of active participants reported on line 7a of the Form 55002015-01-0183
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0144
Total of all active and inactive participants2015-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01128
Number of participants with account balances2015-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0120
2014: 403(B) THRIFT PLAN OF NATIONAL CAPITAL AREA COUNCIL BOY SCOUTS OF AMERICA 2014 401k membership
Total participants, beginning-of-year2014-01-0190
Total number of active participants reported on line 7a of the Form 55002014-01-0181
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0145
Total of all active and inactive participants2014-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01126
Number of participants with account balances2014-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: 403(B) THRIFT PLAN OF NATIONAL CAPITAL AREA COUNCIL BOY SCOUTS OF AMERICA 2013 401k membership
Total participants, beginning-of-year2013-01-01117
Total number of active participants reported on line 7a of the Form 55002013-01-0173
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0135
Total of all active and inactive participants2013-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01108
Number of participants with account balances2013-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: 403(B) THRIFT PLAN OF NATIONAL CAPITAL AREA COUNCIL BOY SCOUTS OF AMERICA 2012 401k membership
Total participants, beginning-of-year2012-01-01124
Total number of active participants reported on line 7a of the Form 55002012-01-0178
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0138
Total of all active and inactive participants2012-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01117
Number of participants with account balances2012-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on 403(B) THRIFT PLAN OF NATIONAL CAPITAL AREA COUNCIL BOY SCOUTS OF AMERICA

Measure Date Value
2018 : 403(B) THRIFT PLAN OF NATIONAL CAPITAL AREA COUNCIL BOY SCOUTS OF AMERICA 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$76,245
Total of all expenses incurred2018-12-31$1,480,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,480,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$357,803
Value of total assets at end of year2018-12-31$5,010,422
Value of total assets at beginning of year2018-12-31$6,414,762
Total interest from all sources2018-12-31$16,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$204,786
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,234
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,404,340
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,010,422
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,414,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,337,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,461,169
Interest earned on other investments2018-12-31$16,168
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$673,143
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$953,593
Net investment gain/loss from pooled separate accounts2018-12-31$-297,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$151,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,480,585
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31JOHNSON LAMBERT LLP
Accountancy firm EIN2018-12-31521446779
2017 : 403(B) THRIFT PLAN OF NATIONAL CAPITAL AREA COUNCIL BOY SCOUTS OF AMERICA 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,178,147
Total of all expenses incurred2017-12-31$139,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$139,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$442,216
Value of total assets at end of year2017-12-31$6,414,762
Value of total assets at beginning of year2017-12-31$5,375,793
Total interest from all sources2017-12-31$13,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$209,658
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$74,717
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,038,969
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,414,762
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,375,793
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,461,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,480,993
Interest earned on other investments2017-12-31$13,957
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$953,593
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$894,800
Net investment gain/loss from pooled separate accounts2017-12-31$721,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$157,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$139,178
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31JOHNSON LAMBERT LLP
Accountancy firm EIN2017-12-31521446779
2016 : 403(B) THRIFT PLAN OF NATIONAL CAPITAL AREA COUNCIL BOY SCOUTS OF AMERICA 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$784,529
Total of all expenses incurred2016-12-31$301,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$301,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$380,604
Value of total assets at end of year2016-12-31$5,375,793
Value of total assets at beginning of year2016-12-31$4,892,322
Total interest from all sources2016-12-31$12,835
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$188,238
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$37,780
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$483,471
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,375,793
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,892,322
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,480,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,027,113
Interest earned on other investments2016-12-31$12,835
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$894,800
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$865,209
Net investment gain/loss from pooled separate accounts2016-12-31$391,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$154,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$301,058
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31JOHNSON LAMBERT LLP
Accountancy firm EIN2016-12-31521446779
2015 : 403(B) THRIFT PLAN OF NATIONAL CAPITAL AREA COUNCIL BOY SCOUTS OF AMERICA 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$363,659
Total of all expenses incurred2015-12-31$1,334,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,334,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$392,993
Value of total assets at end of year2015-12-31$4,892,322
Value of total assets at beginning of year2015-12-31$5,862,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$50
Total interest from all sources2015-12-31$14,111
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$206,598
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$40,388
Administrative expenses (other) incurred2015-12-31$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-970,649
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,892,322
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,862,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,027,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,850,474
Interest earned on other investments2015-12-31$14,111
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$865,209
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,012,497
Net investment gain/loss from pooled separate accounts2015-12-31$-43,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$146,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,334,258
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31JOHNSON LAMBERT LLP
Accountancy firm EIN2015-12-31521446779
2014 : 403(B) THRIFT PLAN OF NATIONAL CAPITAL AREA COUNCIL BOY SCOUTS OF AMERICA 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$796,819
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$291,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$291,955
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$461,573
Value of total assets at end of year2014-12-31$5,862,971
Value of total assets at beginning of year2014-12-31$5,358,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$15,104
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$197,919
Participant contributions at end of year2014-12-31$120,193
Participant contributions at beginning of year2014-12-31$114,472
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$125,001
Administrative expenses (other) incurred2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$504,864
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,862,971
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,358,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,850,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,387,401
Interest on participant loans2014-12-31$0
Interest earned on other investments2014-12-31$15,104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$892,304
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$856,234
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$320,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$138,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$291,955
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31JOHNSON LAMBERT LLP
Accountancy firm EIN2014-12-31521446779
2013 : 403(B) THRIFT PLAN OF NATIONAL CAPITAL AREA COUNCIL BOY SCOUTS OF AMERICA 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,256,200
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$958,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$958,366
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$359,131
Value of total assets at end of year2013-12-31$5,358,107
Value of total assets at beginning of year2013-12-31$5,060,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$147
Total interest from all sources2013-12-31$19,771
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$199,136
Participant contributions at end of year2013-12-31$114,472
Participant contributions at beginning of year2013-12-31$144,725
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$28,721
Administrative expenses (other) incurred2013-12-31$147
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$297,687
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,358,107
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,060,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,387,400
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,995,997
Interest on participant loans2013-12-31$0
Interest earned on other investments2013-12-31$19,771
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$856,235
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$919,698
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$877,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$131,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$958,366
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31JOHNSON LAMBERT LLP
Accountancy firm EIN2013-12-31521446779
2012 : 403(B) THRIFT PLAN OF NATIONAL CAPITAL AREA COUNCIL BOY SCOUTS OF AMERICA 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$983,637
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$163,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$146,599
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$526,593
Value of total assets at end of year2012-12-31$5,060,422
Value of total assets at beginning of year2012-12-31$4,240,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$17,205
Total interest from all sources2012-12-31$20,087
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$214,120
Participant contributions at end of year2012-12-31$144,725
Participant contributions at beginning of year2012-12-31$129,949
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$169,718
Other income not declared elsewhere2012-12-31$8,549
Administrative expenses (other) incurred2012-12-31$17,205
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$819,833
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,060,422
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,240,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,995,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,267,451
Interest on participant loans2012-12-31$0
Interest earned on other investments2012-12-31$20,087
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$919,700
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$843,187
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$428,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$142,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$146,599
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31JOHNSON LAMBERT LLP
Accountancy firm EIN2012-12-31521446779

Form 5500 Responses for 403(B) THRIFT PLAN OF NATIONAL CAPITAL AREA COUNCIL BOY SCOUTS OF AMERICA

2018: 403(B) THRIFT PLAN OF NATIONAL CAPITAL AREA COUNCIL BOY SCOUTS OF AMERICA 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: 403(B) THRIFT PLAN OF NATIONAL CAPITAL AREA COUNCIL BOY SCOUTS OF AMERICA 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN OF NATIONAL CAPITAL AREA COUNCIL BOY SCOUTS OF AMERICA 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN OF NATIONAL CAPITAL AREA COUNCIL BOY SCOUTS OF AMERICA 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN OF NATIONAL CAPITAL AREA COUNCIL BOY SCOUTS OF AMERICA 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN OF NATIONAL CAPITAL AREA COUNCIL BOY SCOUTS OF AMERICA 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN OF NATIONAL CAPITAL AREA COUNCIL BOY SCOUTS OF AMERICA 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number073082-H
Policy instance 1
Insurance contract or identification number073082-H
Number of Individuals Covered102
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,310
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1310
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMPENSATION PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number073082-H
Policy instance 1
Insurance contract or identification number073082-H
Number of Individuals Covered100
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,994
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1994
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMPENSATION PROGRAM
Insurance broker organization code?3
Insurance broker nameCAPITAL AREA REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number073082-H
Policy instance 1
Insurance contract or identification number073082-H
Number of Individuals Covered98
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $600
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees600
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameWASHINGTON DC REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number073082H
Policy instance 1
Insurance contract or identification number073082H
Number of Individuals Covered102
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,109
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1109
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameWASHINGTON D.C. REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number073082H
Policy instance 1
Insurance contract or identification number073082H
Number of Individuals Covered90
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $487
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees487
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameWASHINGTON D.C. REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number073082H
Policy instance 1
Insurance contract or identification number073082H
Number of Individuals Covered90
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $386
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees173
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker namePAUL PHAN

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