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SAINT COLETTA OF GREATER WASHINGTON, INC. 403(B) PLAN 401k Plan overview

Plan NameSAINT COLETTA OF GREATER WASHINGTON, INC. 403(B) PLAN
Plan identification number 001

SAINT COLETTA OF GREATER WASHINGTON, INC. 403(B) PLAN 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 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.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SAINT COLETTA OF GREATER WASHINGTON INC. has sponsored the creation of one or more 401k plans.

Company Name:SAINT COLETTA OF GREATER WASHINGTON INC.
Employer identification number (EIN):540968224
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about SAINT COLETTA OF GREATER WASHINGTON INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1974-07-01
Company Identification Number: 0153639
Legal Registered Office Address: ST COLETTA SOCIETY OF NORTHERN VIRGINIA INC
207 S PEYTON ST
ALEXANDRIA
United States of America (USA)
22314

More information about SAINT COLETTA OF GREATER WASHINGTON INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAINT COLETTA OF GREATER WASHINGTON, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01JANET WINTER
0012015-07-01
0012014-07-01
0012013-07-01SHARON B. RAIMO
0012012-07-01SHARON B. RAIMO
0012011-07-01SANDRA MARRA SANDRA MARRA2013-04-15
0012009-07-01JANET WINTER JANET WINTER2011-02-01

Plan Statistics for SAINT COLETTA OF GREATER WASHINGTON, INC. 403(B) PLAN

401k plan membership statisitcs for SAINT COLETTA OF GREATER WASHINGTON, INC. 403(B) PLAN

Measure Date Value
2021: SAINT COLETTA OF GREATER WASHINGTON, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01443
Total number of active participants reported on line 7a of the Form 55002021-07-01352
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0182
Total of all active and inactive participants2021-07-01434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01434
Number of participants with account balances2021-07-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: SAINT COLETTA OF GREATER WASHINGTON, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01483
Total number of active participants reported on line 7a of the Form 55002020-07-01360
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0183
Total of all active and inactive participants2020-07-01443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01443
Number of participants with account balances2020-07-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: SAINT COLETTA OF GREATER WASHINGTON, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01490
Total number of active participants reported on line 7a of the Form 55002019-07-01371
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01112
Total of all active and inactive participants2019-07-01483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01483
Number of participants with account balances2019-07-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: SAINT COLETTA OF GREATER WASHINGTON, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01527
Total number of active participants reported on line 7a of the Form 55002018-07-01328
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01162
Total of all active and inactive participants2018-07-01490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01490
Number of participants with account balances2018-07-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: SAINT COLETTA OF GREATER WASHINGTON, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01530
Total number of active participants reported on line 7a of the Form 55002017-07-01331
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01196
Total of all active and inactive participants2017-07-01527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01527
Number of participants with account balances2017-07-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: SAINT COLETTA OF GREATER WASHINGTON, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01475
Total number of active participants reported on line 7a of the Form 55002016-07-01353
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01175
Total of all active and inactive participants2016-07-01528
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01528
Number of participants with account balances2016-07-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: SAINT COLETTA OF GREATER WASHINGTON, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01382
Total number of active participants reported on line 7a of the Form 55002015-07-01329
Number of retired or separated participants receiving benefits2015-07-01146
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-01475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01475
Number of participants with account balances2015-07-01375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: SAINT COLETTA OF GREATER WASHINGTON, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01487
Total number of active participants reported on line 7a of the Form 55002014-07-01351
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0130
Total of all active and inactive participants2014-07-01381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01381
Number of participants with account balances2014-07-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: SAINT COLETTA OF GREATER WASHINGTON, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01411
Total number of active participants reported on line 7a of the Form 55002013-07-01405
Number of other retired or separated participants entitled to future benefits2013-07-0182
Total of all active and inactive participants2013-07-01487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01487
Number of participants with account balances2013-07-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: SAINT COLETTA OF GREATER WASHINGTON, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01291
Total number of active participants reported on line 7a of the Form 55002012-07-01334
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0163
Total of all active and inactive participants2012-07-01397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01397
Number of participants with account balances2012-07-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: SAINT COLETTA OF GREATER WASHINGTON, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01293
Total number of active participants reported on line 7a of the Form 55002011-07-01279
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0112
Total of all active and inactive participants2011-07-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01291
Number of participants with account balances2011-07-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: SAINT COLETTA OF GREATER WASHINGTON, INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01393
Total number of active participants reported on line 7a of the Form 55002009-07-01296
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0111
Total of all active and inactive participants2009-07-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01307
Number of participants with account balances2009-07-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on SAINT COLETTA OF GREATER WASHINGTON, INC. 403(B) PLAN

Measure Date Value
2022 : SAINT COLETTA OF GREATER WASHINGTON, INC. 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-648,063
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$657,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$650,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$675,363
Value of total assets at end of year2022-06-30$8,537,908
Value of total assets at beginning of year2022-06-30$9,843,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$7,531
Total interest from all sources2022-06-30$4,731
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$159,064
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$159,064
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$434,285
Participant contributions at end of year2022-06-30$89,737
Participant contributions at beginning of year2022-06-30$127,210
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$8,476
Other income not declared elsewhere2022-06-30$13,347
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,305,626
Value of net assets at end of year (total assets less liabilities)2022-06-30$8,537,908
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$9,843,534
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$684
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$7,759,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$9,151,498
Interest on participant loans2022-06-30$4,731
Income. Interest from loans (other than to participants)2022-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$688,608
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$564,826
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,500,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$232,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$650,032
Contract administrator fees2022-06-30$6,847
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30CLIFTON LARSON ALLEN LLC
Accountancy firm EIN2022-06-30410746749
2021 : SAINT COLETTA OF GREATER WASHINGTON, INC. 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$2,659,066
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$294,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$287,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$658,448
Value of total assets at end of year2021-06-30$9,843,534
Value of total assets at beginning of year2021-06-30$7,478,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$7,015
Total interest from all sources2021-06-30$7,577
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$122,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$122,859
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$417,839
Participant contributions at end of year2021-06-30$127,210
Participant contributions at beginning of year2021-06-30$137,833
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$436
Other income not declared elsewhere2021-06-30$14,124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$2,364,821
Value of net assets at end of year (total assets less liabilities)2021-06-30$9,843,534
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$7,478,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$507
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$9,151,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$6,708,756
Interest on participant loans2021-06-30$7,577
Income. Interest from loans (other than to participants)2021-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$564,826
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$632,124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$1,856,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$240,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$287,230
Contract administrator fees2021-06-30$6,508
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2021-06-30410746749
2020 : SAINT COLETTA OF GREATER WASHINGTON, INC. 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$979,641
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$968,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$959,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$689,130
Value of total assets at end of year2020-06-30$7,478,713
Value of total assets at beginning of year2020-06-30$7,468,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$9,673
Total interest from all sources2020-06-30$8,678
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$159,219
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$159,219
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$427,664
Participant contributions at end of year2020-06-30$137,833
Participant contributions at beginning of year2020-06-30$137,728
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$17,742
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$37,161
Other income not declared elsewhere2020-06-30$11,866
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$10,710
Value of net assets at end of year (total assets less liabilities)2020-06-30$7,478,713
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$7,468,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$372
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$6,708,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$6,896,836
Interest on participant loans2020-06-30$8,678
Income. Interest from loans (other than to participants)2020-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$632,124
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$406,310
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$110,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$224,305
Employer contributions (assets) at end of year2020-06-30$0
Employer contributions (assets) at beginning of year2020-06-30$9,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$959,258
Contract administrator fees2020-06-30$9,301
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30CLIFTON LARSON ALLEN LLC
Accountancy firm EIN2020-06-30410746749
2019 : SAINT COLETTA OF GREATER WASHINGTON, INC. 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$1,107,187
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$607,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$598,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$689,524
Value of total assets at end of year2019-06-30$7,468,003
Value of total assets at beginning of year2019-06-30$6,968,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$9,240
Total interest from all sources2019-06-30$4,261
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$149,377
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$149,377
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$449,879
Participant contributions at end of year2019-06-30$137,728
Participant contributions at beginning of year2019-06-30$77,368
Participant contributions at end of year2019-06-30$17,742
Participant contributions at beginning of year2019-06-30$14,285
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$6,949
Other income not declared elsewhere2019-06-30$10,028
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$499,746
Value of net assets at end of year (total assets less liabilities)2019-06-30$7,468,003
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$6,968,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$287
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$6,896,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$6,510,419
Interest on participant loans2019-06-30$4,261
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$406,310
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$358,281
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$253,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$232,696
Employer contributions (assets) at end of year2019-06-30$9,387
Employer contributions (assets) at beginning of year2019-06-30$7,904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$598,201
Contract administrator fees2019-06-30$8,953
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Qualified
Accountancy firm name2019-06-30CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2019-06-30410746749
2018 : SAINT COLETTA OF GREATER WASHINGTON, INC. 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$1,200,571
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$248,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$236,376
Expenses. Certain deemed distributions of participant loans2018-06-30$7,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$700,611
Value of total assets at end of year2018-06-30$6,968,257
Value of total assets at beginning of year2018-06-30$6,015,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$4,454
Total interest from all sources2018-06-30$3,660
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$125,801
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$125,801
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$423,940
Participant contributions at end of year2018-06-30$77,368
Participant contributions at beginning of year2018-06-30$76,557
Participant contributions at end of year2018-06-30$14,285
Participant contributions at beginning of year2018-06-30$15,138
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$49,319
Other income not declared elsewhere2018-06-30$7,960
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$952,487
Value of net assets at end of year (total assets less liabilities)2018-06-30$6,968,257
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$6,015,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$199
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$6,510,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$5,605,599
Interest on participant loans2018-06-30$3,660
Income. Interest from loans (other than to participants)2018-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$358,281
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$312,039
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$362,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$227,352
Employer contributions (assets) at end of year2018-06-30$7,904
Employer contributions (assets) at beginning of year2018-06-30$6,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$236,376
Contract administrator fees2018-06-30$4,255
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30CLIFTON LARSON ALLEN LLC
Accountancy firm EIN2018-06-30410746749
2017 : SAINT COLETTA OF GREATER WASHINGTON, INC. 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,439,066
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$704,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$696,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$741,361
Value of total assets at end of year2017-06-30$6,015,770
Value of total assets at beginning of year2017-06-30$5,280,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$7,831
Total interest from all sources2017-06-30$2,779
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$1,099
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$1,099
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$453,448
Participant contributions at end of year2017-06-30$76,557
Participant contributions at beginning of year2017-06-30$68,271
Participant contributions at end of year2017-06-30$15,138
Participant contributions at beginning of year2017-06-30$10,300
Assets. Other investments not covered elsewhere at end of year2017-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$7
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$79,668
Other income not declared elsewhere2017-06-30$109
Administrative expenses (other) incurred2017-06-30$4,046
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$734,996
Value of net assets at end of year (total assets less liabilities)2017-06-30$6,015,770
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$5,280,774
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$5,605,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$5,183,634
Interest on participant loans2017-06-30$2,779
Income. Interest from loans (other than to participants)2017-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$312,039
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$691,178
Net investment gain or loss from common/collective trusts2017-06-30$2,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$208,245
Employer contributions (assets) at end of year2017-06-30$6,437
Employer contributions (assets) at beginning of year2017-06-30$18,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$696,239
Contract administrator fees2017-06-30$3,785
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30Yes
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Qualified
Accountancy firm name2017-06-30CLIFTON LARSON ALLEN LLC
Accountancy firm EIN2017-06-30410746749
2016 : SAINT COLETTA OF GREATER WASHINGTON, INC. 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$817,125
Total of all expenses incurred2016-06-30$342,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$336,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$788,710
Value of total assets at end of year2016-06-30$5,280,774
Value of total assets at beginning of year2016-06-30$4,806,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$6,089
Total interest from all sources2016-06-30$2,723
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$476,415
Participant contributions at end of year2016-06-30$68,271
Participant contributions at beginning of year2016-06-30$68,451
Participant contributions at end of year2016-06-30$10,300
Participant contributions at beginning of year2016-06-30$0
Assets. Other investments not covered elsewhere at end of year2016-06-30$7
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$5
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$63,511
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$474,635
Value of net assets at end of year (total assets less liabilities)2016-06-30$5,280,774
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$4,806,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$5,183,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$4,737,683
Interest on participant loans2016-06-30$2,723
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$25,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$248,784
Employer contributions (assets) at end of year2016-06-30$18,562
Employer contributions (assets) at beginning of year2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$336,401
Contract administrator fees2016-06-30$6,089
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2016-06-30410746749
2015 : SAINT COLETTA OF GREATER WASHINGTON, INC. 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$814,230
Total of all expenses incurred2015-06-30$815,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$806,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$652,648
Value of total assets at end of year2015-06-30$4,806,139
Value of total assets at beginning of year2015-06-30$4,807,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$9,038
Total interest from all sources2015-06-30$2,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$400,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$420,832
Participant contributions at end of year2015-06-30$68,451
Participant contributions at beginning of year2015-06-30$44,682
Participant contributions at end of year2015-06-30$0
Participant contributions at beginning of year2015-06-30$29,059
Assets. Other investments not covered elsewhere at end of year2015-06-30$5
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$5
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$8,069
Other income not declared elsewhere2015-06-30$-108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-1,367
Value of net assets at end of year (total assets less liabilities)2015-06-30$4,806,139
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$4,807,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$9,038
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$4,737,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$4,512,409
Interest on participant loans2015-06-30$2,401
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$206,093
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$159,289
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$223,747
Employer contributions (assets) at end of year2015-06-30$0
Employer contributions (assets) at beginning of year2015-06-30$15,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$806,559
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2015-06-30410746749
2014 : SAINT COLETTA OF GREATER WASHINGTON, INC. 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$1,409,756
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$211,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$206,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$713,944
Value of total assets at end of year2014-06-30$4,807,506
Value of total assets at beginning of year2014-06-30$3,609,343
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$5,266
Total interest from all sources2014-06-30$1,382
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$82,650
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$82,650
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$400,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$463,037
Participant contributions at end of year2014-06-30$44,682
Participant contributions at beginning of year2014-06-30$21,970
Participant contributions at end of year2014-06-30$29,059
Participant contributions at beginning of year2014-06-30$26,228
Assets. Other investments not covered elsewhere at end of year2014-06-30$5
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$0
Other income not declared elsewhere2014-06-30$-298
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,198,163
Value of net assets at end of year (total assets less liabilities)2014-06-30$4,807,506
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$3,609,343
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$4,512,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$3,546,347
Interest on participant loans2014-06-30$1,382
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$206,093
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$612,078
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$250,907
Employer contributions (assets) at end of year2014-06-30$15,258
Employer contributions (assets) at beginning of year2014-06-30$14,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$206,327
Contract administrator fees2014-06-30$5,266
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2014-06-30410746749
2013 : SAINT COLETTA OF GREATER WASHINGTON, INC. 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$1,566,398
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$177,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$173,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,169,236
Value of total assets at end of year2013-06-30$3,609,343
Value of total assets at beginning of year2013-06-30$2,220,495
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$4,072
Total interest from all sources2013-06-30$706
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$62,650
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$62,650
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$481,845
Participant contributions at end of year2013-06-30$21,970
Participant contributions at beginning of year2013-06-30$11,527
Participant contributions at end of year2013-06-30$26,228
Participant contributions at beginning of year2013-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$448,132
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$1,388,848
Value of net assets at end of year (total assets less liabilities)2013-06-30$3,609,343
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$2,220,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$3,546,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$2,078,902
Interest on participant loans2013-06-30$706
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$130,066
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$333,806
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$239,259
Employer contributions (assets) at end of year2013-06-30$14,798
Employer contributions (assets) at beginning of year2013-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$173,478
Contract administrator fees2013-06-30$4,072
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30Yes
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-06-30410746749
2012 : SAINT COLETTA OF GREATER WASHINGTON, INC. 403(B) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$0
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total transfer of assets to this plan2012-06-30$6,781
Total transfer of assets from this plan2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$363,427
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$153,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$147,322
Expenses. Certain deemed distributions of participant loans2012-06-30$0
Value of total corrective distributions2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$391,659
Value of total assets at end of year2012-06-30$2,220,495
Value of total assets at beginning of year2012-06-30$2,003,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$5,689
Total income from rents2012-06-30$0
Total interest from all sources2012-06-30$4,081
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$23,189
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$23,189
Administrative expenses professional fees incurred2012-06-30$0
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$160,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Amount of non-exempt transactions with any party-in-interest2012-06-30$0
Contributions received from participants2012-06-30$389,230
Participant contributions at end of year2012-06-30$11,527
Participant contributions at beginning of year2012-06-30$17,742
Participant contributions at end of year2012-06-30$0
Participant contributions at beginning of year2012-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$2,429
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$0
Other income not declared elsewhere2012-06-30$0
Administrative expenses (other) incurred2012-06-30$0
Liabilities. Value of operating payables at beginning of year2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$210,416
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,220,495
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$2,003,298
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-06-30$0
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-06-30$0
Investment advisory and management fees2012-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$2,078,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$1,879,130
Interest on participant loans2012-06-30$666
Income. Interest from loans (other than to participants)2012-06-30$0
Interest earned on other investments2012-06-30$3,415
Income. Interest from US Government securities2012-06-30$0
Income. Interest from corporate debt instruments2012-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$130,066
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$106,426
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-55,502
Net investment gain/loss from pooled separate accounts2012-06-30$0
Net investment gain or loss from common/collective trusts2012-06-30$0
Net gain/loss from 103.12 investment entities2012-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$0
Employer contributions (assets) at end of year2012-06-30$0
Employer contributions (assets) at beginning of year2012-06-30$0
Income. Dividends from preferred stock2012-06-30$0
Income. Dividends from common stock2012-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$147,322
Contract administrator fees2012-06-30$5,689
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$0
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$0
Aggregate carrying amount (costs) on sale of assets2012-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-06-30410746749
2011 : SAINT COLETTA OF GREATER WASHINGTON, INC. 403(B) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$0
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total transfer of assets to this plan2011-06-30$0
Total transfer of assets from this plan2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$757,420
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$297,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$292,336
Expenses. Certain deemed distributions of participant loans2011-06-30$0
Value of total corrective distributions2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$362,805
Value of total assets at end of year2011-06-30$2,003,298
Value of total assets at beginning of year2011-06-30$1,543,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$5,173
Total income from rents2011-06-30$0
Total interest from all sources2011-06-30$3,269
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$18,823
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$18,823
Administrative expenses professional fees incurred2011-06-30$0
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$160,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Amount of non-exempt transactions with any party-in-interest2011-06-30$0
Contributions received from participants2011-06-30$356,680
Participant contributions at end of year2011-06-30$17,742
Participant contributions at beginning of year2011-06-30$6,744
Participant contributions at end of year2011-06-30$0
Participant contributions at beginning of year2011-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$6,125
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$0
Other income not declared elsewhere2011-06-30$0
Administrative expenses (other) incurred2011-06-30$0
Liabilities. Value of operating payables at beginning of year2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$459,911
Value of net assets at end of year (total assets less liabilities)2011-06-30$2,003,298
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,543,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-06-30$0
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-06-30$0
Investment advisory and management fees2011-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$1,879,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,457,210
Interest on participant loans2011-06-30$538
Income. Interest from loans (other than to participants)2011-06-30$0
Interest earned on other investments2011-06-30$2,731
Income. Interest from US Government securities2011-06-30$0
Income. Interest from corporate debt instruments2011-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$106,426
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$79,433
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$372,523
Net investment gain/loss from pooled separate accounts2011-06-30$0
Net investment gain or loss from common/collective trusts2011-06-30$0
Net gain/loss from 103.12 investment entities2011-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$0
Employer contributions (assets) at end of year2011-06-30$0
Employer contributions (assets) at beginning of year2011-06-30$0
Income. Dividends from preferred stock2011-06-30$0
Income. Dividends from common stock2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$292,336
Contract administrator fees2011-06-30$5,173
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$0
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$0
Aggregate carrying amount (costs) on sale of assets2011-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30HALT, BUZAS & POWELL, LTD
Accountancy firm EIN2011-06-30260004395
2010 : SAINT COLETTA OF GREATER WASHINGTON, INC. 403(B) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for SAINT COLETTA OF GREATER WASHINGTON, INC. 403(B) PLAN

2021: SAINT COLETTA OF GREATER WASHINGTON, INC. 403(B) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: SAINT COLETTA OF GREATER WASHINGTON, INC. 403(B) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: SAINT COLETTA OF GREATER WASHINGTON, INC. 403(B) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: SAINT COLETTA OF GREATER WASHINGTON, INC. 403(B) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: SAINT COLETTA OF GREATER WASHINGTON, INC. 403(B) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: SAINT COLETTA OF GREATER WASHINGTON, INC. 403(B) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: SAINT COLETTA OF GREATER WASHINGTON, INC. 403(B) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: SAINT COLETTA OF GREATER WASHINGTON, INC. 403(B) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: SAINT COLETTA OF GREATER WASHINGTON, INC. 403(B) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: SAINT COLETTA OF GREATER WASHINGTON, INC. 403(B) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: SAINT COLETTA OF GREATER WASHINGTON, INC. 403(B) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: SAINT COLETTA OF GREATER WASHINGTON, INC. 403(B) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number07011380015
Policy instance 1
Insurance contract or identification number07011380015
Number of Individuals Covered215
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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?0
Are there contracts with allocated funds for group deferred annuity?Yes
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number07011380015
Policy instance 1
Insurance contract or identification number07011380015
Number of Individuals Covered242
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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?0
Are there contracts with allocated funds for group deferred annuity?Yes
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number07011380015
Policy instance 1
Insurance contract or identification number07011380015
Number of Individuals Covered8
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number07011380015
Policy instance 1
Insurance contract or identification number07011380015
Number of Individuals Covered5
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number07011380015
Policy instance 1
Insurance contract or identification number07011380015
Number of Individuals Covered0
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
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?0
Are there contracts with allocated funds for group deferred annuity?Yes
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number07011380015
Policy instance 1
Insurance contract or identification number07011380015
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
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 group deferred annuity?Yes
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number07011380015
Policy instance 1
Insurance contract or identification number07011380015
Number of Individuals Covered10
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
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 group deferred annuity?Yes
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number07011380015
Policy instance 1
Insurance contract or identification number07011380015
Number of Individuals Covered10
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
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?Yes
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered0
Insurance policy start date2012-07-01
Insurance policy end date2013-05-01
Total amount of commissions paid to insurance brokerUSD $1,825
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
Commission paid to Insurance BrokerUSD $1,795
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameMML INSURANCE AGENCY LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered291
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $3,708
Total amount of fees paid to insurance companyUSD $974
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered309
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $4,671
Total amount of fees paid to insurance companyUSD $952
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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