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CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN 401k Plan overview

Plan NameCHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN
Plan identification number 002

CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CHILDREN'S HOME SOCIETY OF WV, INC. PROFIT SHARING PLAN has sponsored the creation of one or more 401k plans.

Company Name:CHILDREN'S HOME SOCIETY OF WV, INC. PROFIT SHARING PLAN
Employer identification number (EIN):550360199
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01MARY A. WHITE2024-10-14 MARY A. WHITE2024-10-14
0022022-01-01MARY A. WHITE2023-10-10 MARY A. WHITE2023-10-10
0022021-01-01MARY A. WHITE2022-10-12 MARY A. WHITE2022-10-12
0022020-01-01STEPHEN R. TUCK2021-10-13 STEPHEN R. TUCK2021-10-13
0022019-01-01STEPHEN R. TUCK2020-10-12 STEPHEN R. TUCK2020-10-12
0022018-01-01STEPHEN R. TUCK2019-10-11 STEPHEN R. TUCK2019-10-11
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01STEPHEN R. TUCK STEPHEN R. TUCK2014-09-02
0022011-01-01STEPHEN R. TUCK STEPHEN R. TUCK2015-03-31
0022010-01-01
0022009-01-01

Plan Statistics for CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN

401k plan membership statisitcs for CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN

Measure Date Value
2023: CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01418
Total number of active participants reported on line 7a of the Form 55002023-01-01420
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0130
Total of all active and inactive participants2023-01-01450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01450
Number of participants with account balances2023-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01413
Total number of active participants reported on line 7a of the Form 55002022-01-01392
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0129
Total of all active and inactive participants2022-01-01421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01421
Number of participants with account balances2022-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01470
Total number of active participants reported on line 7a of the Form 55002021-01-01397
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0115
Total of all active and inactive participants2021-01-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01412
Number of participants with account balances2021-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01469
Total number of active participants reported on line 7a of the Form 55002020-01-01432
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0110
Total of all active and inactive participants2020-01-01442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01442
Number of participants with account balances2020-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01496
Total number of active participants reported on line 7a of the Form 55002019-01-01483
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-016
Total of all active and inactive participants2019-01-01489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01489
Number of participants with account balances2019-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01444
Total number of active participants reported on line 7a of the Form 55002018-01-01454
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-01457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01457
Number of participants with account balances2018-01-0182
2017: CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01399
Total number of active participants reported on line 7a of the Form 55002017-01-01445
Total of all active and inactive participants2017-01-01445
Total participants2017-01-01445
Number of participants with account balances2017-01-0173
2016: CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01389
Total number of active participants reported on line 7a of the Form 55002016-01-01245
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01245
Number of participants with account balances2016-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01378
Total number of active participants reported on line 7a of the Form 55002015-01-01214
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01214
Number of participants with account balances2015-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01367
Total number of active participants reported on line 7a of the Form 55002014-01-01220
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01220
Number of participants with account balances2014-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01403
Total number of active participants reported on line 7a of the Form 55002013-01-01225
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01225
Number of participants with account balances2013-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01396
Total number of active participants reported on line 7a of the Form 55002012-01-01396
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01400
Number of participants with account balances2012-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01361
Total number of active participants reported on line 7a of the Form 55002011-01-01360
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01361
Number of participants with account balances2011-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01360
Total number of active participants reported on line 7a of the Form 55002010-01-01360
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01360
Number of participants with account balances2010-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01344
Total number of active participants reported on line 7a of the Form 55002009-01-01344
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01344
Number of participants with account balances2009-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN

Measure Date Value
2023 : CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$262,405
Total of all expenses incurred2023-12-31$135,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$132,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$119,736
Value of total assets at end of year2023-12-31$1,688,213
Value of total assets at beginning of year2023-12-31$1,561,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$2,518
Total interest from all sources2023-12-31$23,990
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$19,188
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$19,188
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$850,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$75,889
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$43,847
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$126,928
Value of net assets at end of year (total assets less liabilities)2023-12-31$1,688,213
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$1,561,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$809,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$659,158
Value of interest in pooled separate accounts at end of year2023-12-31$131,976
Value of interest in pooled separate accounts at beginning of year2023-12-31$113,397
Interest earned on other investments2023-12-31$23,990
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$746,338
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$788,730
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$80,302
Net investment gain/loss from pooled separate accounts2023-12-31$19,189
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$132,959
Contract administrator fees2023-12-31$685
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31HERMAN & CORMANY CPAS A.C.
Accountancy firm EIN2023-12-31550596200
2022 : CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-53,262
Total of all expenses incurred2022-12-31$274,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$271,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$82,376
Value of total assets at end of year2022-12-31$1,561,285
Value of total assets at beginning of year2022-12-31$1,888,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,622
Total interest from all sources2022-12-31$23,424
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$28,332
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$28,332
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$850,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$82,376
Participant contributions at beginning of year2022-12-31$59
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-327,344
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,561,285
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,888,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$1,777
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$659,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$954,196
Value of interest in pooled separate accounts at end of year2022-12-31$113,397
Value of interest in pooled separate accounts at beginning of year2022-12-31$147,428
Interest earned on other investments2022-12-31$23,424
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$788,730
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$786,946
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-159,788
Net investment gain/loss from pooled separate accounts2022-12-31$-27,606
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$271,460
Contract administrator fees2022-12-31$845
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HERMAN & CORMANY CPAS A.C.
Accountancy firm EIN2022-12-31550596200
2021 : CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN 2021 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$224,674
Total of all expenses incurred2021-12-31$9,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$87,667
Value of total assets at end of year2021-12-31$1,888,629
Value of total assets at beginning of year2021-12-31$1,672,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,110
Total interest from all sources2021-12-31$23,025
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$46,489
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$46,489
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$600,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$87,667
Participant contributions at end of year2021-12-31$59
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$215,654
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,888,629
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,672,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$1,377
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$954,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$774,022
Value of interest in pooled separate accounts at end of year2021-12-31$147,428
Value of interest in pooled separate accounts at beginning of year2021-12-31$130,356
Interest earned on other investments2021-12-31$23,025
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$786,946
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$768,597
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$49,755
Net investment gain/loss from pooled separate accounts2021-12-31$17,738
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,910
Contract administrator fees2021-12-31$733
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HERMAN & CORMANY CPAS A.C.
Accountancy firm EIN2021-12-31550596200
2020 : CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$210,383
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$425,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$422,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$77,252
Value of total assets at end of year2020-12-31$1,672,975
Value of total assets at beginning of year2020-12-31$1,887,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,430
Total interest from all sources2020-12-31$22,372
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$25,151
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$25,151
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$600,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$77,252
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-214,661
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,672,975
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,887,636
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$1,703
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$774,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,024,728
Value of interest in pooled separate accounts at end of year2020-12-31$130,356
Value of interest in pooled separate accounts at beginning of year2020-12-31$116,508
Interest earned on other investments2020-12-31$22,372
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$768,597
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$746,400
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$70,672
Net investment gain/loss from pooled separate accounts2020-12-31$14,936
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$422,614
Contract administrator fees2020-12-31$727
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HERMAN & CORMANY CPAS A.C.
Accountancy firm EIN2020-12-31550596200
2019 : CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$271,878
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$22,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$20,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$95,569
Value of total assets at end of year2019-12-31$1,887,636
Value of total assets at beginning of year2019-12-31$1,637,993
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,957
Total interest from all sources2019-12-31$21,836
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$34,591
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$34,591
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$600,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$95,569
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$249,643
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,887,636
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,637,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,024,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$810,796
Value of interest in pooled separate accounts at end of year2019-12-31$116,508
Value of interest in pooled separate accounts at beginning of year2019-12-31$98,362
Interest earned on other investments2019-12-31$21,836
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$746,400
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$728,835
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$119,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$20,278
Contract administrator fees2019-12-31$1,957
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HERMAN & CORMANY CPAS A.C.
Accountancy firm EIN2019-12-31550596200
2018 : CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN 2018 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$172,437
Total of all expenses incurred2018-12-31$201,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$195,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$179,272
Value of total assets at end of year2018-12-31$1,637,993
Value of total assets at beginning of year2018-12-31$1,666,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,860
Total interest from all sources2018-12-31$20,330
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$30,027
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$30,027
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$600,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$176,082
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,190
Administrative expenses (other) incurred2018-12-31$3,846
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-28,820
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,637,993
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,666,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$810,796
Value of interest in pooled separate accounts at end of year2018-12-31$98,362
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,132,083
Interest earned on other investments2018-12-31$20,330
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$728,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$534,730
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-57,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$195,397
Contract administrator fees2018-12-31$2,014
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HERMAN & CORMANY CPAS A.C.
Accountancy firm EIN2018-12-31550596200
2017 : CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$1,455
Total transfer of assets from this plan2017-12-31$1,776
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$256,584
Total of all expenses incurred2017-12-31$90,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$66,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$91,546
Value of total assets at end of year2017-12-31$1,666,813
Value of total assets at beginning of year2017-12-31$1,500,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$23,450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$600,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$91,546
Other income not declared elsewhere2017-12-31$15,632
Administrative expenses (other) incurred2017-12-31$184
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$166,436
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,666,813
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,500,698
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$21,844
Value of interest in pooled separate accounts at end of year2017-12-31$1,132,083
Value of interest in pooled separate accounts at beginning of year2017-12-31$978,280
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$534,730
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$522,418
Net investment gain/loss from pooled separate accounts2017-12-31$149,406
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$66,698
Contract administrator fees2017-12-31$1,422
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HERMAN & CORMANY CPAS A.C.
Accountancy firm EIN2017-12-31550596200
2016 : CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$13,570
Total income from all sources (including contributions)2016-12-31$179,364
Total of all expenses incurred2016-12-31$56,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$35,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$85,717
Value of total assets at end of year2016-12-31$1,500,698
Value of total assets at beginning of year2016-12-31$1,391,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$20,442
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$600,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$85,717
Participant contributions at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$15,316
Administrative expenses (other) incurred2016-12-31$521
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$123,223
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,500,698
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,377,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$18,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest in pooled separate accounts at end of year2016-12-31$978,280
Value of interest in pooled separate accounts at beginning of year2016-12-31$872,823
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$522,418
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$518,222
Net investment gain/loss from pooled separate accounts2016-12-31$78,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Value of employer real property at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$35,699
Contract administrator fees2016-12-31$1,312
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$13,570
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HERMAN & CORMANY CPAS A.C.
Accountancy firm EIN2016-12-31550596200
2015 : CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$48,088
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$13,570
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$26,578
Total income from all sources (including contributions)2015-12-31$86,143
Total of all expenses incurred2015-12-31$18,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$-2,307
Expenses. Certain deemed distributions of participant loans2015-12-31$2,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$74,971
Value of total assets at end of year2015-12-31$1,391,045
Value of total assets at beginning of year2015-12-31$1,287,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$17,550
Total interest from all sources2015-12-31$86
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$74,971
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$2,780
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Other income not declared elsewhere2015-12-31$15,256
Administrative expenses (other) incurred2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$68,033
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,377,475
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,261,354
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$16,378
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Value of interest in pooled separate accounts at end of year2015-12-31$872,823
Value of interest in pooled separate accounts at beginning of year2015-12-31$775,306
Interest on participant loans2015-12-31$86
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$518,222
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$509,846
Net investment gain/loss from pooled separate accounts2015-12-31$-4,170
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Value of employer real property at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$-2,307
Contract administrator fees2015-12-31$1,172
Liabilities. Value of benefit claims payable at end of year2015-12-31$13,570
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$26,578
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HERMAN & CORMANY CPAS A.C.
Accountancy firm EIN2015-12-31550596200
2014 : CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$23,008
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$26,578
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$389
Total income from all sources (including contributions)2014-12-31$144,887
Total of all expenses incurred2014-12-31$71,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$43,618
Expenses. Certain deemed distributions of participant loans2014-12-31$10,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$82,362
Value of total assets at end of year2014-12-31$1,287,932
Value of total assets at beginning of year2014-12-31$1,164,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$16,426
Total interest from all sources2014-12-31$488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$82,362
Participant contributions at end of year2014-12-31$2,780
Participant contributions at beginning of year2014-12-31$13,403
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Other income not declared elsewhere2014-12-31$14,745
Administrative expenses (other) incurred2014-12-31$445
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$73,850
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,261,354
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,164,496
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$14,627
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$775,306
Value of interest in pooled separate accounts at beginning of year2014-12-31$649,106
Interest on participant loans2014-12-31$488
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$509,846
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$492,786
Net investment gain/loss from pooled separate accounts2014-12-31$47,292
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$0
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$9,590
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$43,618
Contract administrator fees2014-12-31$1,354
Liabilities. Value of benefit claims payable at end of year2014-12-31$26,578
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$389
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HERMAN & CORMANY CPAS A.C.
Accountancy firm EIN2014-12-31550596200
2013 : CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$1,307
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$389
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$18,649
Total income from all sources (including contributions)2013-12-31$240,415
Total of all expenses incurred2013-12-31$65,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$51,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$84,572
Value of total assets at end of year2013-12-31$1,164,885
Value of total assets at beginning of year2013-12-31$1,006,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$14,066
Total interest from all sources2013-12-31$229
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$83,270
Participant contributions at end of year2013-12-31$13,403
Participant contributions at beginning of year2013-12-31$4,192
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$255
Other income not declared elsewhere2013-12-31$14,471
Administrative expenses (other) incurred2013-12-31$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$175,168
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,164,496
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$988,021
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$12,682
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$649,106
Value of interest in pooled separate accounts at beginning of year2013-12-31$510,222
Interest on participant loans2013-12-31$229
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$492,786
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$483,968
Net investment gain/loss from pooled separate accounts2013-12-31$141,143
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,302
Employer contributions (assets) at end of year2013-12-31$9,590
Employer contributions (assets) at beginning of year2013-12-31$8,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$50,926
Contract administrator fees2013-12-31$1,309
Liabilities. Value of benefit claims payable at end of year2013-12-31$389
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$18,649
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HERMAN & CORMANY CPAS A.C.
Accountancy firm EIN2013-12-31550596200
2012 : CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN 2012 401k financial data
Total transfer of assets from this plan2012-12-31$24,267
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$18,649
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$17,101
Total income from all sources (including contributions)2012-12-31$196,791
Total of all expenses incurred2012-12-31$34,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$21,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$101,523
Value of total assets at end of year2012-12-31$1,006,670
Value of total assets at beginning of year2012-12-31$867,499
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,601
Total interest from all sources2012-12-31$64
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$100,449
Participant contributions at end of year2012-12-31$4,192
Participant contributions at beginning of year2012-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$21,300
Other income not declared elsewhere2012-12-31$11,408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$161,890
Value of net assets at end of year (total assets less liabilities)2012-12-31$988,021
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$850,398
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$10,132
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$510,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$783,207
Interest on participant loans2012-12-31$64
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$483,968
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$77,078
Net investment gain/loss from pooled separate accounts2012-12-31$83,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,074
Employer contributions (assets) at end of year2012-12-31$8,288
Employer contributions (assets) at beginning of year2012-12-31$7,214
Contract administrator fees2012-12-31$3,469
Liabilities. Value of benefit claims payable at end of year2012-12-31$18,649
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$17,101
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HERMAN & CORMANY CPAS A.C.
Accountancy firm EIN2012-12-31550596200
2011 : CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$10,551
Total transfer of assets from this plan2011-12-31$34,416
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$17,101
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$37,957
Total income from all sources (including contributions)2011-12-31$103,887
Total of all expenses incurred2011-12-31$42,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$23,390
Expenses. Certain deemed distributions of participant loans2011-12-31$1,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$92,162
Value of total assets at end of year2011-12-31$867,499
Value of total assets at beginning of year2011-12-31$851,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$18,048
Total interest from all sources2011-12-31$63
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$84,973
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$1,541
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$23,390
Other income not declared elsewhere2011-12-31$2,261
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$61,045
Value of net assets at end of year (total assets less liabilities)2011-12-31$850,398
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$813,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$16,111
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$783,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$767,870
Interest on participant loans2011-12-31$63
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$77,078
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$78,001
Net investment gain/loss from pooled separate accounts2011-12-31$9,401
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$7,189
Employer contributions (assets) at end of year2011-12-31$7,214
Employer contributions (assets) at beginning of year2011-12-31$3,763
Contract administrator fees2011-12-31$1,937
Liabilities. Value of benefit claims payable at end of year2011-12-31$17,101
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$37,957
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HERMAN & CORMANY CPAS, A.C.
Accountancy firm EIN2011-12-31550596200
2010 : CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN 2010 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$389
Value of total assets at beginning of year2010-12-31$1,164,885
Participant contributions at beginning of year2010-12-31$13,403
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,164,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$649,106
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$492,786
Employer contributions (assets) at beginning of year2010-12-31$9,590
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$389
Did the plan have assets held for investment2010-12-31Yes
Accountancy firm name2010-12-31HERMAN & CORMANY CPAS A.C.
Accountancy firm EIN2010-12-31550596200
2009 : CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN 2009 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-31$389
Value of total assets at beginning of year2009-12-31$1,164,885
Participant contributions at beginning of year2009-12-31$13,403
Value of net assets at beginning of year (total assets less liabilities)2009-12-31$1,164,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2009-12-31$0
Value of interest in pooled separate accounts at beginning of year2009-12-31$649,106
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2009-12-31$492,786
Employer contributions (assets) at beginning of year2009-12-31$9,590
Liabilities. Value of benefit claims payable at beginning of year2009-12-31$389
Did the plan have assets held for investment2009-12-31Yes
Accountancy firm name2009-12-31HERMAN & CORMANY CPAS A.C.
Accountancy firm EIN2009-12-31550596200

Form 5500 Responses for CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN

2023: CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number794347
Policy instance 1
Insurance contract or identification number794347
Number of Individuals Covered36
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number794347
Policy instance 1
Insurance contract or identification number794347
Number of Individuals Covered37
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number794347
Policy instance 1
Insurance contract or identification number794347
Number of Individuals Covered39
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number794347
Policy instance 1
Insurance contract or identification number794347
Number of Individuals Covered39
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number794347
Policy instance 1
Insurance contract or identification number794347
Number of Individuals Covered40
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number794347
Policy instance 1
Insurance contract or identification number794347
Number of Individuals Covered40
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $151
Are there contracts with allocated funds for individual policies?1
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Amount paid for insurance broker fees53
Insurance broker organization code?3
Additional information about fees paid to insurance brokerCOMMISSION
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number794347
Policy instance 1
Insurance contract or identification number794347
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,033
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $701
Insurance broker organization code?3
Insurance broker nameK. BERO
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number794347
Policy instance 1
Insurance contract or identification number794347
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $424
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $139
Insurance broker organization code?3
Insurance broker nameA.TURLEY
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number794347
Policy instance 1
Insurance contract or identification number794347
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,475
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $930
Insurance broker organization code?3
Insurance broker nameA.TURLEY
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number794347
Policy instance 1
Insurance contract or identification number794347
Number of Individuals Covered65
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,573
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $612
Insurance broker organization code?3
Insurance broker nameJ.HARTMAN
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number794347
Policy instance 1
Insurance contract or identification number794347
Number of Individuals Covered67
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,194
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $809
Insurance broker organization code?3
Insurance broker nameJ.HARTMAN
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number794347
Policy instance 1
Insurance contract or identification number794347
Number of Individuals Covered71
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,890
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number794347
Policy instance 1
Insurance contract or identification number794347
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Insurance broker organization code?3
Insurance broker nameJ.HARTMAN
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number794347
Policy instance 1
Insurance contract or identification number794347
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Insurance broker organization code?3
Insurance broker nameJ.HARTMAN

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