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THE AFFORDABLE HOUSING GROUP 401k Plan overview

Plan NameTHE AFFORDABLE HOUSING GROUP
Plan identification number 001

THE AFFORDABLE HOUSING GROUP Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 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

MOSAIC DEVELOPMENT GROUP has sponsored the creation of one or more 401k plans.

Company Name:MOSAIC DEVELOPMENT GROUP
Employer identification number (EIN):560883684
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE AFFORDABLE HOUSING GROUP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-07-01JILL V WEAVER2024-08-19
0012022-07-01JILL V WEAVER2024-01-10
0012021-07-01JILL V WEAVER2023-03-07
0012020-07-01JILL V WEAVER2021-11-15 JILL V WEAVER2021-11-15
0012019-07-01JILL VOLZ WEAVER2020-12-08 JILL VOLZ WEAVER2020-12-08
0012018-07-01JILL WEAVER2019-12-11 JILL WEAVER2019-12-11
0012017-07-01JILL WEAVER2019-01-22 JILL WEAVER2019-01-22
0012016-07-01JILL WEAVER2017-11-02 JILL WEAVER2017-11-02
0012016-01-01JILL WEAVER JILL WEAVER2017-05-12
0012015-07-01JILL WEAVER2016-11-13 JILL WEAVER2016-11-13
0012015-01-01JILL WEAVER JILL WEAVER2016-06-15
0012014-07-01JILL WEAVER2015-11-18
0012014-01-01JILL WEAVER JILL WEAVER2015-07-30
0012013-07-01JILL WEAVER2015-01-27 JILL WEAVER2015-01-27
0012013-01-01JILL WEAVER JILL WEAVER2014-05-13
0012012-07-01JILL WEAVER2014-01-23
0012012-01-01JILL WEAVER JILL WEAVER2013-07-31
0012011-07-01WAYNE RENTSCH2013-01-29
0012010-07-01WAYNE RENTSCH2012-01-31
0012008-08-01

Plan Statistics for THE AFFORDABLE HOUSING GROUP

401k plan membership statisitcs for THE AFFORDABLE HOUSING GROUP

Measure Date Value
2016: THE AFFORDABLE HOUSING GROUP 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-016
Total of all active and inactive participants2016-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-016
2015: THE AFFORDABLE HOUSING GROUP 2015 401k membership
Total participants, beginning-of-year2015-01-018
Total number of active participants reported on line 7a of the Form 55002015-01-016
Total of all active and inactive participants2015-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-016
2014: THE AFFORDABLE HOUSING GROUP 2014 401k membership
Total participants, beginning-of-year2014-01-0110
Total number of active participants reported on line 7a of the Form 55002014-01-018
Total of all active and inactive participants2014-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-018
2013: THE AFFORDABLE HOUSING GROUP 2013 401k membership
Total participants, beginning-of-year2013-01-0110
Total number of active participants reported on line 7a of the Form 55002013-01-0110
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 participants2013-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0110
2012: THE AFFORDABLE HOUSING GROUP 2012 401k membership
Total participants, beginning-of-year2012-01-0110
Total number of active participants reported on line 7a of the Form 55002012-01-0110
Total of all active and inactive participants2012-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0110

Financial Data on THE AFFORDABLE HOUSING GROUP

Measure Date Value
2016 : THE AFFORDABLE HOUSING GROUP 2016 401k financial data
Total income from all sources2016-12-31$10,341
Expenses. Total of all expenses incurred2016-12-31$121
Total plan assets at end of year2016-12-31$113,838
Total plan assets at beginning of year2016-12-31$103,618
Other income received2016-12-31$10,341
Net income (gross income less expenses)2016-12-31$10,220
Net plan assets at end of year (total assets less liabilities)2016-12-31$113,838
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$103,618
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$121
2015 : THE AFFORDABLE HOUSING GROUP 2015 401k financial data
Total plan liabilities at end of year2015-12-31$9,998
Total plan liabilities at beginning of year2015-12-31$1,798
Total income from all sources2015-12-31$75
Expenses. Total of all expenses incurred2015-12-31$19,812
Benefits paid (including direct rollovers)2015-12-31$9,998
Total plan assets at end of year2015-12-31$103,618
Total plan assets at beginning of year2015-12-31$115,155
Expenses. Other expenses not covered elsewhere2015-12-31$7,258
Other income received2015-12-31$75
Net income (gross income less expenses)2015-12-31$-19,737
Net plan assets at end of year (total assets less liabilities)2015-12-31$93,620
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$113,357
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$2,556
2014 : THE AFFORDABLE HOUSING GROUP 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$1,798
Total plan liabilities at beginning of year2014-12-31$1,100
Total income from all sources2014-12-31$4,028
Expenses. Total of all expenses incurred2014-12-31$2,836
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$115,155
Total plan assets at beginning of year2014-12-31$113,265
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$4,028
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$1,192
Net plan assets at end of year (total assets less liabilities)2014-12-31$113,357
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$112,165
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$2,836
2013 : THE AFFORDABLE HOUSING GROUP 2013 401k financial data
Total plan liabilities at end of year2013-12-31$1,100
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$24,369
Expenses. Total of all expenses incurred2013-12-31$3,452
Benefits paid (including direct rollovers)2013-12-31$1,100
Total plan assets at end of year2013-12-31$113,262
Total plan assets at beginning of year2013-12-31$91,245
Other income received2013-12-31$24,369
Net income (gross income less expenses)2013-12-31$20,917
Net plan assets at end of year (total assets less liabilities)2013-12-31$112,162
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$91,245
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$2,352
2012 : THE AFFORDABLE HOUSING GROUP 2012 401k financial data
Total income from all sources2012-12-31$9,390
Expenses. Total of all expenses incurred2012-12-31$1,938
Total plan assets at end of year2012-12-31$91,245
Total plan assets at beginning of year2012-12-31$82,057
Other income received2012-12-31$9,390
Net income (gross income less expenses)2012-12-31$7,452
Net plan assets at end of year (total assets less liabilities)2012-12-31$91,245
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$82,057
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,938

Form 5500 Responses for THE AFFORDABLE HOUSING GROUP

2016: THE AFFORDABLE HOUSING GROUP 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 benefit arrangement – InsuranceYes
2015: THE AFFORDABLE HOUSING GROUP 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 benefit arrangement – InsuranceYes
2014: THE AFFORDABLE HOUSING GROUP 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: THE AFFORDABLE HOUSING GROUP 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: THE AFFORDABLE HOUSING GROUP 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 benefit arrangement – InsuranceYes
2008: THE AFFORDABLE HOUSING GROUP 2008 form 5500 responses
2008-08-01Type of plan entitySingle employer plan
2008-08-01First time form 5500 has been submittedYes
2008-08-01Submission has been amendedNo
2008-08-01This submission is the final filingNo
2008-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2008-08-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number727973
Policy instance 1
Insurance contract or identification number727973
Number of Individuals Covered6
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 $0
Amount paid for insurance broker fees0
Insurance broker nameN/A
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number727973
Policy instance 1
Insurance contract or identification number727973
Number of Individuals Covered8
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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
Insurance broker nameN/A
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number727973
Policy instance 1
Insurance contract or identification number727973
Number of Individuals Covered10
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 $0
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameN/A
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number727973
Policy instance 1
Insurance contract or identification number727973
Number of Individuals Covered10
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker name

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