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EASTER SEAL SOCIETY FOR DISABLED CHILDREN AND ADULTS INC. PENSION PLAN 401k Plan overview

Plan NameEASTER SEAL SOCIETY FOR DISABLED CHILDREN AND ADULTS INC. PENSION PLAN
Plan identification number 001

EASTER SEAL SOCIETY FOR DISABLED CHILDREN AND ADULTS INC. PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

EASTER SEALS SERVING DC MD VA,INC. has sponsored the creation of one or more 401k plans.

Company Name:EASTER SEALS SERVING DC MD VA,INC.
Employer identification number (EIN):530212296
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EASTER SEAL SOCIETY FOR DISABLED CHILDREN AND ADULTS INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-09-01MICHAEL PIEMONTE2016-06-15 MICHAEL PIEMONTE2016-06-15
0012014-09-01MICHAEL PIEMONTE MICHAEL PIEMONTE2016-06-01
0012013-09-01JEFFREY GALGINAITIS JEFFREY GALGINAITIS2015-06-15
0012013-01-01JEFFREY GALGINAITIS2014-10-02 JEFFREY GALGINAITIS2014-10-02
0012012-09-01JEFFREY GALGINAITIS
0012012-01-01ANTHONY GEORGE2014-07-25 ANTHONY GEORGE2014-07-25
0012011-09-01JEFFREY GALGINAITIS JEFFREY GALGINAITIS2013-06-13
0012011-01-01ANTHONY GEORGE2014-07-25 ANTHONY GEORGE2014-07-25
0012010-01-01ANTHONY GEORGE2014-07-25 ANTHONY GEORGE2014-07-25
0012009-09-01LISA REEVES
0012009-09-01LISA REEVES DOUGLAS BLACK2011-06-15

Plan Statistics for EASTER SEAL SOCIETY FOR DISABLED CHILDREN AND ADULTS INC. PENSION PLAN

401k plan membership statisitcs for EASTER SEAL SOCIETY FOR DISABLED CHILDREN AND ADULTS INC. PENSION PLAN

Measure Date Value
2014: EASTER SEAL SOCIETY FOR DISABLED CHILDREN AND ADULTS INC. PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-01212
Total number of active participants reported on line 7a of the Form 55002014-09-010
Number of retired or separated participants receiving benefits2014-09-0124
Number of other retired or separated participants entitled to future benefits2014-09-010
Total of all active and inactive participants2014-09-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-09-010
Total participants2014-09-0124
Number of participants with account balances2014-09-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-09-010
2013: EASTER SEAL SOCIETY FOR DISABLED CHILDREN AND ADULTS INC. PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-01234
Total number of active participants reported on line 7a of the Form 55002013-09-010
Number of retired or separated participants receiving benefits2013-09-010
Number of other retired or separated participants entitled to future benefits2013-09-01212
Total of all active and inactive participants2013-09-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-09-010
Total participants2013-09-01212
Number of participants with account balances2013-09-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-09-010
2012: EASTER SEAL SOCIETY FOR DISABLED CHILDREN AND ADULTS INC. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-01219
Total number of active participants reported on line 7a of the Form 55002012-09-01134
Number of retired or separated participants receiving benefits2012-09-010
Number of other retired or separated participants entitled to future benefits2012-09-01100
Total of all active and inactive participants2012-09-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-010
Total participants2012-09-01234
Number of participants with account balances2012-09-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-011
2011: EASTER SEAL SOCIETY FOR DISABLED CHILDREN AND ADULTS INC. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-01167
Total number of active participants reported on line 7a of the Form 55002011-09-01128
Number of retired or separated participants receiving benefits2011-09-010
Number of other retired or separated participants entitled to future benefits2011-09-0191
Total of all active and inactive participants2011-09-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-010
Total participants2011-09-01219
Number of participants with account balances2011-09-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-018
2009: EASTER SEAL SOCIETY FOR DISABLED CHILDREN AND ADULTS INC. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-01127
Total number of active participants reported on line 7a of the Form 55002009-09-01108
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-0150
Total of all active and inactive participants2009-09-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-010
Total participants2009-09-01158
Number of participants with account balances2009-09-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-0119

Financial Data on EASTER SEAL SOCIETY FOR DISABLED CHILDREN AND ADULTS INC. PENSION PLAN

Measure Date Value
2015 : EASTER SEAL SOCIETY FOR DISABLED CHILDREN AND ADULTS INC. PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total income from all sources (including contributions)2015-08-31$12,877
Total loss/gain on sale of assets2015-08-31$0
Total of all expenses incurred2015-08-31$401,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-08-31$401,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-08-31$0
Value of total assets at end of year2015-08-31$180,976
Value of total assets at beginning of year2015-08-31$569,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-08-31$295
Total interest from all sources2015-08-31$3,930
Total dividends received (eg from common stock, registered investment company shares)2015-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-08-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-08-31$0
Was this plan covered by a fidelity bond2015-08-31Yes
Value of fidelity bond cover2015-08-31$1,000,000
If this is an individual account plan, was there a blackout period2015-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-08-31$0
Were there any nonexempt tranactions with any party-in-interest2015-08-31No
Other income not declared elsewhere2015-08-31$968
Administrative expenses (other) incurred2015-08-31$295
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Value of net income/loss2015-08-31$-388,853
Value of net assets at end of year (total assets less liabilities)2015-08-31$180,976
Value of net assets at beginning of year (total assets less liabilities)2015-08-31$569,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-08-31No
Were any leases to which the plan was party in default or uncollectible2015-08-31No
Value of interest in pooled separate accounts at end of year2015-08-31$43,367
Value of interest in pooled separate accounts at beginning of year2015-08-31$169,280
Interest earned on other investments2015-08-31$3,930
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-08-31$137,609
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-08-31$400,549
Net investment gain/loss from pooled separate accounts2015-08-31$7,979
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-08-31No
Was there a failure to transmit to the plan any participant contributions2015-08-31No
Has the plan failed to provide any benefit when due under the plan2015-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-08-31$401,435
Did the plan have assets held for investment2015-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-08-31Yes
Opinion of an independent qualified public accountant for this plan2015-08-31Disclaimer
Accountancy firm name2015-08-31HERTZBACH AND COMPANY PA
Accountancy firm EIN2015-08-31521158459
2014 : EASTER SEAL SOCIETY FOR DISABLED CHILDREN AND ADULTS INC. PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total income from all sources (including contributions)2014-08-31$90,597
Total loss/gain on sale of assets2014-08-31$0
Total of all expenses incurred2014-08-31$340,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-08-31$337,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-08-31$56,789
Value of total assets at end of year2014-08-31$569,829
Value of total assets at beginning of year2014-08-31$819,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-08-31$2,811
Total interest from all sources2014-08-31$5,967
Total dividends received (eg from common stock, registered investment company shares)2014-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-08-31Yes
Was this plan covered by a fidelity bond2014-08-31Yes
Value of fidelity bond cover2014-08-31$1,000,000
If this is an individual account plan, was there a blackout period2014-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-08-31$0
Funding deficiency by the employer to the plan for this plan year2014-08-31$14,734
Minimum employer required contribution for this plan year2014-08-31$71,523
Amount contributed by the employer to the plan for this plan year2014-08-31$56,789
Were there any nonexempt tranactions with any party-in-interest2014-08-31No
Administrative expenses (other) incurred2014-08-31$2,811
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Value of net income/loss2014-08-31$-250,134
Value of net assets at end of year (total assets less liabilities)2014-08-31$569,829
Value of net assets at beginning of year (total assets less liabilities)2014-08-31$819,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-08-31No
Were any leases to which the plan was party in default or uncollectible2014-08-31No
Value of interest in pooled separate accounts at end of year2014-08-31$169,280
Value of interest in pooled separate accounts at beginning of year2014-08-31$175,497
Interest earned on other investments2014-08-31$5,967
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-08-31$400,549
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-08-31$644,466
Net investment gain/loss from pooled separate accounts2014-08-31$27,841
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-08-31No
Was there a failure to transmit to the plan any participant contributions2014-08-31No
Has the plan failed to provide any benefit when due under the plan2014-08-31No
Contributions received in cash from employer2014-08-31$56,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-08-31$337,920
Did the plan have assets held for investment2014-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-08-31Yes
Opinion of an independent qualified public accountant for this plan2014-08-31Disclaimer
Accountancy firm name2014-08-31HERTZBACH AND COMPANY PA
Accountancy firm EIN2014-08-31521158459
2013 : EASTER SEAL SOCIETY FOR DISABLED CHILDREN AND ADULTS INC. PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total income from all sources (including contributions)2013-08-31$173,567
Total loss/gain on sale of assets2013-08-31$0
Total of all expenses incurred2013-08-31$52,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-08-31$48,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-08-31$144,633
Value of total assets at end of year2013-08-31$819,963
Value of total assets at beginning of year2013-08-31$699,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-08-31$4,813
Total interest from all sources2013-08-31$8,722
Total dividends received (eg from common stock, registered investment company shares)2013-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-08-31No
Was this plan covered by a fidelity bond2013-08-31Yes
Value of fidelity bond cover2013-08-31$500,000
If this is an individual account plan, was there a blackout period2013-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-08-31$0
Funding deficiency by the employer to the plan for this plan year2013-08-31$0
Minimum employer required contribution for this plan year2013-08-31$144,633
Amount contributed by the employer to the plan for this plan year2013-08-31$144,633
Were there any nonexempt tranactions with any party-in-interest2013-08-31No
Administrative expenses (other) incurred2013-08-31$4,813
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Value of net income/loss2013-08-31$120,664
Value of net assets at end of year (total assets less liabilities)2013-08-31$819,963
Value of net assets at beginning of year (total assets less liabilities)2013-08-31$699,299
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-08-31No
Were any leases to which the plan was party in default or uncollectible2013-08-31No
Value of interest in pooled separate accounts at end of year2013-08-31$175,497
Value of interest in pooled separate accounts at beginning of year2013-08-31$130,775
Interest earned on other investments2013-08-31$8,722
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-08-31$644,466
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-08-31$568,524
Net investment gain/loss from pooled separate accounts2013-08-31$20,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-08-31No
Was there a failure to transmit to the plan any participant contributions2013-08-31No
Has the plan failed to provide any benefit when due under the plan2013-08-31No
Contributions received in cash from employer2013-08-31$144,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-08-31$48,090
Did the plan have assets held for investment2013-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-08-31Yes
Opinion of an independent qualified public accountant for this plan2013-08-31Disclaimer
Accountancy firm name2013-08-31HERTZBACH AND COMPANY, P.A.
Accountancy firm EIN2013-08-31521158459
2012 : EASTER SEAL SOCIETY FOR DISABLED CHILDREN AND ADULTS INC. PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total income from all sources (including contributions)2012-08-31$159,784
Total loss/gain on sale of assets2012-08-31$0
Total of all expenses incurred2012-08-31$128,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-08-31$120,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-08-31$138,018
Value of total assets at end of year2012-08-31$699,299
Value of total assets at beginning of year2012-08-31$668,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-08-31$7,915
Total interest from all sources2012-08-31$10,219
Total dividends received (eg from common stock, registered investment company shares)2012-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-08-31No
Was this plan covered by a fidelity bond2012-08-31Yes
Value of fidelity bond cover2012-08-31$500,000
If this is an individual account plan, was there a blackout period2012-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-08-31$0
Funding deficiency by the employer to the plan for this plan year2012-08-31$0
Minimum employer required contribution for this plan year2012-08-31$138,018
Amount contributed by the employer to the plan for this plan year2012-08-31$138,018
Were there any nonexempt tranactions with any party-in-interest2012-08-31No
Administrative expenses (other) incurred2012-08-31$7,915
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Value of net income/loss2012-08-31$31,244
Value of net assets at end of year (total assets less liabilities)2012-08-31$699,299
Value of net assets at beginning of year (total assets less liabilities)2012-08-31$668,055
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-08-31No
Were any leases to which the plan was party in default or uncollectible2012-08-31No
Value of interest in pooled separate accounts at end of year2012-08-31$130,775
Value of interest in pooled separate accounts at beginning of year2012-08-31$92,796
Interest earned on other investments2012-08-31$10,219
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-08-31$568,524
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-08-31$575,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-08-31$11,547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-08-31No
Was there a failure to transmit to the plan any participant contributions2012-08-31No
Has the plan failed to provide any benefit when due under the plan2012-08-31No
Contributions received in cash from employer2012-08-31$138,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-08-31$120,625
Did the plan have assets held for investment2012-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-08-31Yes
Opinion of an independent qualified public accountant for this plan2012-08-31Disclaimer
Accountancy firm name2012-08-31HERTZBACH AND COMPANY
Accountancy firm EIN2012-08-31521158459
2011 : EASTER SEAL SOCIETY FOR DISABLED CHILDREN AND ADULTS INC. PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total income from all sources (including contributions)2011-08-31$151,298
Total loss/gain on sale of assets2011-08-31$0
Total of all expenses incurred2011-08-31$98,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-31$89,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$132,432
Value of total assets at end of year2011-08-31$668,055
Value of total assets at beginning of year2011-08-31$614,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$8,698
Total interest from all sources2011-08-31$11,234
Total dividends received (eg from common stock, registered investment company shares)2011-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-08-31No
Was this plan covered by a fidelity bond2011-08-31Yes
Value of fidelity bond cover2011-08-31$500,000
If this is an individual account plan, was there a blackout period2011-08-31No
Funding deficiency by the employer to the plan for this plan year2011-08-31$0
Minimum employer required contribution for this plan year2011-08-31$132,432
Amount contributed by the employer to the plan for this plan year2011-08-31$132,432
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Administrative expenses (other) incurred2011-08-31$8,698
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Value of net income/loss2011-08-31$53,282
Value of net assets at end of year (total assets less liabilities)2011-08-31$668,055
Value of net assets at beginning of year (total assets less liabilities)2011-08-31$614,773
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Value of interest in pooled separate accounts at end of year2011-08-31$92,796
Value of interest in pooled separate accounts at beginning of year2011-08-31$98,939
Interest on participant loans2011-08-31$11,234
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-08-31$575,259
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-08-31$515,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-08-31$7,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31No
Was there a failure to transmit to the plan any participant contributions2011-08-31No
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Contributions received in cash from employer2011-08-31$132,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-08-31$89,318
Did the plan have assets held for investment2011-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-31Yes
Opinion of an independent qualified public accountant for this plan2011-08-31Disclaimer
Accountancy firm name2011-08-31HERTZBACH AND COMPANY
Accountancy firm EIN2011-08-31521158459
2010 : EASTER SEAL SOCIETY FOR DISABLED CHILDREN AND ADULTS INC. PENSION PLAN 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year2010-08-31$0
Minimum employer required contribution for this plan year2010-08-31$131,151
Amount contributed by the employer to the plan for this plan year2010-08-31$131,151

Form 5500 Responses for EASTER SEAL SOCIETY FOR DISABLED CHILDREN AND ADULTS INC. PENSION PLAN

2014: EASTER SEAL SOCIETY FOR DISABLED CHILDREN AND ADULTS INC. PENSION PLAN 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement – InsuranceYes
2014-09-01Plan benefit arrangement - TrustYes
2013: EASTER SEAL SOCIETY FOR DISABLED CHILDREN AND ADULTS INC. PENSION PLAN 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement – InsuranceYes
2013-09-01Plan benefit arrangement - TrustYes
2012: EASTER SEAL SOCIETY FOR DISABLED CHILDREN AND ADULTS INC. PENSION PLAN 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement – InsuranceYes
2012-09-01Plan benefit arrangement - TrustYes
2011: EASTER SEAL SOCIETY FOR DISABLED CHILDREN AND ADULTS INC. PENSION PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement – InsuranceYes
2011-09-01Plan benefit arrangement - TrustYes
2009: EASTER SEAL SOCIETY FOR DISABLED CHILDREN AND ADULTS INC. PENSION PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement – InsuranceYes
2009-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number12278
Policy instance 1
Insurance contract or identification number12278
Number of Individuals Covered24
Insurance policy start date2014-09-01
Insurance policy end date2015-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number12278
Policy instance 1
Insurance contract or identification number12278
Number of Individuals Covered212
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 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?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number12278
Policy instance 1
Insurance contract or identification number12278
Number of Individuals Covered234
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 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?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number12278
Policy instance 1
Insurance contract or identification number12278
Number of Individuals Covered219
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 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?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number12278
Policy instance 1
Insurance contract or identification number12278
Number of Individuals Covered167
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 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?Yes
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

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