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AIKEN/BARNWELL COUNTIES COMMUNITY ACTION AGENCY, INC PENSION PLAN 401k Plan overview

Plan NameAIKEN/BARNWELL COUNTIES COMMUNITY ACTION AGENCY, INC PENSION PLAN
Plan identification number 001

AIKEN/BARNWELL COUNTIES COMMUNITY ACTION AGENCY, INC PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

AIKEN/BARNWELL COUNTIES COMMUNITY ACTION AGENCY, INC has sponsored the creation of one or more 401k plans.

Company Name:AIKEN/BARNWELL COUNTIES COMMUNITY ACTION AGENCY, INC
Employer identification number (EIN):570476234
NAIC Classification:921000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AIKEN/BARNWELL COUNTIES COMMUNITY ACTION AGENCY, INC PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01GEORGE A. ANDERSON2015-07-06
0012014-01-01GEORGE A. ANDERSON2015-07-23
0012013-01-01GEORGE A. ANDERSON
0012012-01-01GEORGE A. ANDERSON
0012011-01-01GEORGE A. ANDERSON2012-08-24
0012010-01-01GEORGE ANDERSON2011-10-06

Financial Data on AIKEN/BARNWELL COUNTIES COMMUNITY ACTION AGENCY, INC PENSION PLAN

Measure Date Value
2013 : AIKEN/BARNWELL COUNTIES COMMUNITY ACTION AGENCY, INC PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$148,188
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$155,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$141,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$1,231,700
Value of total assets at beginning of year2013-12-31$1,238,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$13,837
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$12,955
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$12,955
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-7,018
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,231,700
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,238,718
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$6,207
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,231,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,238,718
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$135,233
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$141,369
Contract administrator fees2013-12-31$7,630
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31JENNINGS COOK, CPA
Accountancy firm EIN2013-12-31570661343
2012 : AIKEN/BARNWELL COUNTIES COMMUNITY ACTION AGENCY, INC PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$95,410
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$106,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$91,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$1,238,718
Value of total assets at beginning of year2012-12-31$1,250,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$15,487
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$14,928
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$14,928
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-11,361
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,238,718
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,250,079
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$6,321
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,238,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,250,075
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$80,482
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$91,284
Contract administrator fees2012-12-31$9,166
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31JENNINGS COOK, CPA
Accountancy firm EIN2012-12-31570661343

Form 5500 Responses for AIKEN/BARNWELL COUNTIES COMMUNITY ACTION AGENCY, INC PENSION PLAN

2013: AIKEN/BARNWELL COUNTIES COMMUNITY ACTION AGENCY, INC PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingYes
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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AIKEN/BARNWELL COUNTIES COMMUNITY ACTION AGENCY, INC PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingYes
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

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG 00609853
Policy instance 1

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