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COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN 401k Plan overview

Plan NameCOASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN
Plan identification number 001

COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

COASTAL PLAIN AREA ECONOMIC AUTHORITY INC has sponsored the creation of one or more 401k plans.

Company Name:COASTAL PLAIN AREA ECONOMIC AUTHORITY INC
Employer identification number (EIN):580973213
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-04-01
0012021-04-01
0012021-04-01
0012020-04-01
0012019-04-01
0012018-04-01
0012017-04-01CHRISTINA RUSSELL
0012016-04-01ROSALIND NEAL
0012015-04-01RANDALL LANE RANDALL LANE2017-01-17
0012014-04-01RANDALL LANE RANDALL LANE2016-01-14
0012013-04-01BRUNI HUDSON
0012012-04-01PATRICIA SMITH PATRICIA SMITH2014-01-14
0012011-04-01PATRICIA SMITH
0012010-04-01PATRICIA SMITH
0012009-04-01PATRICIA SMITH PATRICIA SMITH2011-01-04

Plan Statistics for COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN

401k plan membership statisitcs for COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN

Measure Date Value
2022: COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-01186
Total number of active participants reported on line 7a of the Form 55002022-04-01173
Number of retired or separated participants receiving benefits2022-04-013
Number of other retired or separated participants entitled to future benefits2022-04-0135
Total of all active and inactive participants2022-04-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-010
Total participants2022-04-01211
Number of participants with account balances2022-04-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-04-010
2021: COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-01104
Total number of active participants reported on line 7a of the Form 55002021-04-0160
Number of retired or separated participants receiving benefits2021-04-012
Number of other retired or separated participants entitled to future benefits2021-04-0134
Total of all active and inactive participants2021-04-0196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-010
Total participants2021-04-0196
Number of participants with account balances2021-04-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-04-010
2020: COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-01134
Total number of active participants reported on line 7a of the Form 55002020-04-01126
Number of retired or separated participants receiving benefits2020-04-013
Number of other retired or separated participants entitled to future benefits2020-04-0113
Total of all active and inactive participants2020-04-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-012
Total participants2020-04-01144
Number of participants with account balances2020-04-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-010
2019: COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-01124
Total number of active participants reported on line 7a of the Form 55002019-04-01112
Number of retired or separated participants receiving benefits2019-04-013
Number of other retired or separated participants entitled to future benefits2019-04-0118
Total of all active and inactive participants2019-04-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-012
Total participants2019-04-01135
Number of participants with account balances2019-04-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-010
2018: COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-01128
Total number of active participants reported on line 7a of the Form 55002018-04-0178
Number of retired or separated participants receiving benefits2018-04-010
Number of other retired or separated participants entitled to future benefits2018-04-010
Total of all active and inactive participants2018-04-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-010
Total participants2018-04-0178
Number of participants with account balances2018-04-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-010
2017: COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-01137
Total number of active participants reported on line 7a of the Form 55002017-04-01128
Number of retired or separated participants receiving benefits2017-04-012
Number of other retired or separated participants entitled to future benefits2017-04-010
Total of all active and inactive participants2017-04-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-012
Total participants2017-04-01132
Number of participants with account balances2017-04-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-010
2016: COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-01141
Total number of active participants reported on line 7a of the Form 55002016-04-01111
Number of retired or separated participants receiving benefits2016-04-012
Number of other retired or separated participants entitled to future benefits2016-04-0121
Total of all active and inactive participants2016-04-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-011
Total participants2016-04-01135
Number of participants with account balances2016-04-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-017
2015: COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-01164
Total number of active participants reported on line 7a of the Form 55002015-04-01115
Number of retired or separated participants receiving benefits2015-04-011
Number of other retired or separated participants entitled to future benefits2015-04-0124
Total of all active and inactive participants2015-04-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-011
Total participants2015-04-01141
Number of participants with account balances2015-04-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-010
2014: COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-01175
Total number of active participants reported on line 7a of the Form 55002014-04-01101
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-010
Total of all active and inactive participants2014-04-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-010
Total participants2014-04-01101
Number of participants with account balances2014-04-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-010
2013: COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-01214
Total number of active participants reported on line 7a of the Form 55002013-04-01154
Number of retired or separated participants receiving benefits2013-04-011
Number of other retired or separated participants entitled to future benefits2013-04-0118
Total of all active and inactive participants2013-04-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-011
Total participants2013-04-01174
Number of participants with account balances2013-04-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-010
2012: COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-01128
Total number of active participants reported on line 7a of the Form 55002012-04-0196
Number of retired or separated participants receiving benefits2012-04-011
Number of other retired or separated participants entitled to future benefits2012-04-0120
Total of all active and inactive participants2012-04-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-011
Total participants2012-04-01118
Number of participants with account balances2012-04-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-010
2011: COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-01138
Total number of active participants reported on line 7a of the Form 55002011-04-01106
Number of retired or separated participants receiving benefits2011-04-010
Number of other retired or separated participants entitled to future benefits2011-04-0123
Total of all active and inactive participants2011-04-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-011
Total participants2011-04-01130
Number of participants with account balances2011-04-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-010
2010: COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-04-01205
Total number of active participants reported on line 7a of the Form 55002010-04-01231
Number of retired or separated participants receiving benefits2010-04-010
Number of other retired or separated participants entitled to future benefits2010-04-010
Total of all active and inactive participants2010-04-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-04-010
Total participants2010-04-01231
Number of participants with account balances2010-04-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-04-010
2009: COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-01207
Total number of active participants reported on line 7a of the Form 55002009-04-01211
Number of retired or separated participants receiving benefits2009-04-010
Number of other retired or separated participants entitled to future benefits2009-04-0119
Total of all active and inactive participants2009-04-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-010
Total participants2009-04-01230
Number of participants with account balances2009-04-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-010

Financial Data on COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN

Measure Date Value
2023 : COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Total income from all sources (including contributions)2023-03-31$97,556
Total loss/gain on sale of assets2023-03-31$0
Total of all expenses incurred2023-03-31$133,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$122,574
Expenses. Certain deemed distributions of participant loans2023-03-31$7,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$139,200
Value of total assets at end of year2023-03-31$1,176,927
Value of total assets at beginning of year2023-03-31$1,212,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$3,281
Total interest from all sources2023-03-31$14,128
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$500,000
If this is an individual account plan, was there a blackout period2023-03-31No
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Contributions received from participants2023-03-31$71,226
Participant contributions at end of year2023-03-31$11,527
Participant contributions at beginning of year2023-03-31$19,506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Value of net income/loss2023-03-31$-35,985
Value of net assets at end of year (total assets less liabilities)2023-03-31$1,176,927
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$1,212,912
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-03-31$0
Value of interest in pooled separate accounts at end of year2023-03-31$761,334
Value of interest in pooled separate accounts at beginning of year2023-03-31$802,356
Interest on participant loans2023-03-31$2,527
Interest earned on other investments2023-03-31$11,601
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-03-31$404,066
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-03-31$391,050
Net investment gain/loss from pooled separate accounts2023-03-31$-55,772
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31No
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Contributions received in cash from employer2023-03-31$67,974
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$122,574
Contract administrator fees2023-03-31$3,281
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31HUDSON & NESMITH CPA'S
Accountancy firm EIN2023-03-31582048162
2022 : COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$0
Total income from all sources (including contributions)2022-03-31$197,073
Total loss/gain on sale of assets2022-03-31$0
Total of all expenses incurred2022-03-31$311,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$301,448
Expenses. Certain deemed distributions of participant loans2022-03-31$8,497
Value of total corrective distributions2022-03-31$7,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$167,498
Value of total assets at end of year2022-03-31$1,221,409
Value of total assets at beginning of year2022-03-31$1,336,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$1,954
Total interest from all sources2022-03-31$13,400
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$500,000
If this is an individual account plan, was there a blackout period2022-03-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-03-31$0
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Contributions received from participants2022-03-31$82,394
Participant contributions at end of year2022-03-31$28,003
Participant contributions at beginning of year2022-03-31$48,203
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$-114,826
Value of net assets at end of year (total assets less liabilities)2022-03-31$1,221,409
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$1,336,235
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-03-31$873,489
Value of interest in pooled separate accounts at end of year2022-03-31$802,356
Value of interest in pooled separate accounts at beginning of year2022-03-31$0
Interest on participant loans2022-03-31$5,903
Interest earned on other investments2022-03-31$7,497
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-03-31$391,050
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-03-31$414,543
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-03-31$86,187
Net investment gain/loss from pooled separate accounts2022-03-31$-70,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31No
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Contributions received in cash from employer2022-03-31$85,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$301,448
Contract administrator fees2022-03-31$1,954
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-03-31Yes
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31HUDSON & NESMITH CPA'S
Accountancy firm EIN2022-03-31582048162
2021 : COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total income from all sources (including contributions)2021-03-31$394,397
Total loss/gain on sale of assets2021-03-31$0
Total of all expenses incurred2021-03-31$159,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$157,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$125,253
Value of total assets at end of year2021-03-31$1,336,235
Value of total assets at beginning of year2021-03-31$1,101,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$2,255
Total interest from all sources2021-03-31$14,659
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Was this plan covered by a fidelity bond2021-03-31No
If this is an individual account plan, was there a blackout period2021-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-03-31$0
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Contributions received from participants2021-03-31$58,568
Participant contributions at end of year2021-03-31$48,203
Participant contributions at beginning of year2021-03-31$42,358
Income. Received or receivable in cash from other sources (including rollovers)2021-03-31$9,525
Administrative expenses (other) incurred2021-03-31$2,255
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$234,611
Value of net assets at end of year (total assets less liabilities)2021-03-31$1,336,235
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$1,101,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-03-31$873,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-03-31$624,628
Interest on participant loans2021-03-31$2,223
Interest earned on other investments2021-03-31$12,436
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-03-31$414,543
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-03-31$434,638
Net investment gain/loss from pooled separate accounts2021-03-31$254,485
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31No
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Contributions received in cash from employer2021-03-31$57,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$157,531
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Opinion of an independent qualified public accountant for this plan2021-03-31Disclaimer
Accountancy firm name2021-03-31HUDSON & NESMITH CPA'S
Accountancy firm EIN2021-03-31582048162
2020 : COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-03-31$0
Total unrealized appreciation/depreciation of assets2020-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total income from all sources (including contributions)2020-03-31$69,364
Total income from all sources (including contributions)2020-03-31$69,364
Total loss/gain on sale of assets2020-03-31$0
Total loss/gain on sale of assets2020-03-31$0
Total of all expenses incurred2020-03-31$330,438
Total of all expenses incurred2020-03-31$330,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$328,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$328,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$111,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$111,165
Value of total assets at end of year2020-03-31$1,101,624
Value of total assets at end of year2020-03-31$1,101,624
Value of total assets at beginning of year2020-03-31$1,362,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$2,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$2,290
Total interest from all sources2020-03-31$16,524
Total interest from all sources2020-03-31$16,524
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Was this plan covered by a fidelity bond2020-03-31No
Was this plan covered by a fidelity bond2020-03-31No
If this is an individual account plan, was there a blackout period2020-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-03-31$0
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Contributions received from participants2020-03-31$56,208
Contributions received from participants2020-03-31$56,208
Participant contributions at end of year2020-03-31$42,358
Participant contributions at end of year2020-03-31$42,358
Participant contributions at beginning of year2020-03-31$50,784
Participant contributions at beginning of year2020-03-31$50,784
Income. Received or receivable in cash from other sources (including rollovers)2020-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-03-31$0
Administrative expenses (other) incurred2020-03-31$2,290
Administrative expenses (other) incurred2020-03-31$2,290
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$-261,074
Value of net income/loss2020-03-31$-261,074
Value of net assets at end of year (total assets less liabilities)2020-03-31$1,101,624
Value of net assets at end of year (total assets less liabilities)2020-03-31$1,101,624
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$1,362,698
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$1,362,698
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$624,628
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$624,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$758,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$758,309
Interest on participant loans2020-03-31$2,250
Interest on participant loans2020-03-31$2,250
Interest earned on other investments2020-03-31$14,274
Interest earned on other investments2020-03-31$14,274
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-03-31$434,638
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-03-31$434,638
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-03-31$553,605
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-03-31$553,605
Net investment gain/loss from pooled separate accounts2020-03-31$-58,325
Net investment gain/loss from pooled separate accounts2020-03-31$-58,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31No
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Contributions received in cash from employer2020-03-31$54,957
Contributions received in cash from employer2020-03-31$54,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$328,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$328,148
Did the plan have assets held for investment2020-03-31Yes
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31Yes
Opinion of an independent qualified public accountant for this plan2020-03-31Disclaimer
Opinion of an independent qualified public accountant for this plan2020-03-31Disclaimer
Accountancy firm name2020-03-31HUDSON & NESMITH, CPA'S
Accountancy firm name2020-03-31HUDSON & NESMITH, CPA'S
Accountancy firm EIN2020-03-31582048162
Accountancy firm EIN2020-03-31582048162
2019 : COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$0
Total income from all sources (including contributions)2019-03-31$161,573
Total loss/gain on sale of assets2019-03-31$0
Total of all expenses incurred2019-03-31$191,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$188,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$115,117
Value of total assets at end of year2019-03-31$1,362,697
Value of total assets at beginning of year2019-03-31$1,392,344
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$2,271
Total interest from all sources2019-03-31$18,300
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$3,000,000
If this is an individual account plan, was there a blackout period2019-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-03-31$0
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Contributions received from participants2019-03-31$57,998
Participant contributions at end of year2019-03-31$50,784
Participant contributions at beginning of year2019-03-31$37,084
Income. Received or receivable in cash from other sources (including rollovers)2019-03-31$0
Administrative expenses (other) incurred2019-03-31$2,271
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$-29,647
Value of net assets at end of year (total assets less liabilities)2019-03-31$1,362,697
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$1,392,344
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-03-31$758,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-03-31$783,684
Interest on participant loans2019-03-31$1,357
Interest earned on other investments2019-03-31$16,943
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-03-31$553,604
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-03-31$571,576
Net investment gain/loss from pooled separate accounts2019-03-31$28,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31No
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Contributions received in cash from employer2019-03-31$57,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$188,949
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Opinion of an independent qualified public accountant for this plan2019-03-31Disclaimer
Accountancy firm name2019-03-31HUDSON & NESMITH, CPAS
Accountancy firm EIN2019-03-31582048162
2018 : COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Total income from all sources (including contributions)2018-03-31$239,239
Total loss/gain on sale of assets2018-03-31$0
Total of all expenses incurred2018-03-31$222,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$219,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$142,295
Value of total assets at end of year2018-03-31$1,392,344
Value of total assets at beginning of year2018-03-31$1,375,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$2,492
Total interest from all sources2018-03-31$17,119
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$3,000,000
If this is an individual account plan, was there a blackout period2018-03-31No
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Contributions received from participants2018-03-31$74,280
Participant contributions at end of year2018-03-31$37,084
Participant contributions at beginning of year2018-03-31$41,208
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$17,204
Value of net assets at end of year (total assets less liabilities)2018-03-31$1,392,344
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$1,375,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-03-31$783,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-03-31$756,977
Interest on participant loans2018-03-31$301
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-03-31$16,818
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-03-31$571,576
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-03-31$576,955
Net investment gain/loss from pooled separate accounts2018-03-31$79,825
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31No
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Contributions received in cash from employer2018-03-31$68,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$219,543
Contract administrator fees2018-03-31$2,492
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31Yes
Opinion of an independent qualified public accountant for this plan2018-03-31Disclaimer
Accountancy firm name2018-03-31HUDSON & NESMITH, CPAS
Accountancy firm EIN2018-03-31582048162
2017 : COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$0
Total income from all sources (including contributions)2017-03-31$257,056
Total loss/gain on sale of assets2017-03-31$0
Total of all expenses incurred2017-03-31$232,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$229,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$169,873
Value of total assets at end of year2017-03-31$1,375,140
Value of total assets at beginning of year2017-03-31$1,350,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$2,749
Total interest from all sources2017-03-31$17,406
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$3,000,000
If this is an individual account plan, was there a blackout period2017-03-31No
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Contributions received from participants2017-03-31$88,560
Participant contributions at end of year2017-03-31$41,208
Participant contributions at beginning of year2017-03-31$68,694
Administrative expenses (other) incurred2017-03-31$2,749
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$24,713
Value of net assets at end of year (total assets less liabilities)2017-03-31$1,375,140
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$1,350,427
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-03-31$756,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-03-31$665,346
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-03-31$17,406
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-03-31$576,955
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-03-31$616,387
Net investment gain/loss from pooled separate accounts2017-03-31$69,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31No
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Contributions received in cash from employer2017-03-31$81,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$229,594
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31Yes
Opinion of an independent qualified public accountant for this plan2017-03-31Disclaimer
Accountancy firm name2017-03-31HUDSON & NESMITH, CPAS
Accountancy firm EIN2017-03-31582048162
2016 : COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Total income from all sources (including contributions)2016-03-31$202,229
Total loss/gain on sale of assets2016-03-31$0
Total of all expenses incurred2016-03-31$370,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$366,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$203,923
Value of total assets at end of year2016-03-31$1,350,427
Value of total assets at beginning of year2016-03-31$1,518,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$4,032
Total interest from all sources2016-03-31$23,670
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$3,000,000
If this is an individual account plan, was there a blackout period2016-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Contributions received from participants2016-03-31$108,043
Participant contributions at end of year2016-03-31$68,694
Participant contributions at beginning of year2016-03-31$79,423
Administrative expenses (other) incurred2016-03-31$4,032
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$-168,255
Value of net assets at end of year (total assets less liabilities)2016-03-31$1,350,427
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$1,518,682
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-03-31$665,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-03-31$731,861
Interest on participant loans2016-03-31$3,055
Interest earned on other investments2016-03-31$20,615
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-03-31$616,387
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-03-31$707,398
Net investment gain/loss from pooled separate accounts2016-03-31$-25,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31No
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$95,880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$366,452
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31Yes
Opinion of an independent qualified public accountant for this plan2016-03-31Disclaimer
Accountancy firm name2016-03-31HUDSON, NESMITH CPA'S
Accountancy firm EIN2016-03-31582048162
2015 : COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$0
Total income from all sources (including contributions)2015-03-31$264,115
Total loss/gain on sale of assets2015-03-31$0
Total of all expenses incurred2015-03-31$134,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$131,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$204,589
Value of total assets at end of year2015-03-31$1,518,682
Value of total assets at beginning of year2015-03-31$1,389,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$3,695
Total interest from all sources2015-03-31$22,889
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$3,000,000
If this is an individual account plan, was there a blackout period2015-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Contributions received from participants2015-03-31$106,580
Participant contributions at end of year2015-03-31$79,423
Participant contributions at beginning of year2015-03-31$66,030
Income. Received or receivable in cash from other sources (including rollovers)2015-03-31$0
Administrative expenses (other) incurred2015-03-31$3,695
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$129,405
Value of net assets at end of year (total assets less liabilities)2015-03-31$1,518,682
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$1,389,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-03-31$731,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-03-31$678,161
Interest on participant loans2015-03-31$2,770
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-03-31$20,119
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-03-31$707,398
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-03-31$645,086
Net investment gain/loss from pooled separate accounts2015-03-31$36,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31No
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$98,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$131,015
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31Yes
Opinion of an independent qualified public accountant for this plan2015-03-31Disclaimer
Accountancy firm name2015-03-31HUDSON & NESMITH CPAS
Accountancy firm EIN2015-03-31582048162
2014 : COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$0
Total income from all sources (including contributions)2014-03-31$311,802
Total loss/gain on sale of assets2014-03-31$0
Total of all expenses incurred2014-03-31$241,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$237,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$227,119
Value of total assets at end of year2014-03-31$1,389,277
Value of total assets at beginning of year2014-03-31$1,318,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$3,875
Total interest from all sources2014-03-31$21,476
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$3,000,000
If this is an individual account plan, was there a blackout period2014-03-31No
Funding deficiency by the employer to the plan for this plan year2014-03-31$0
Minimum employer required contribution for this plan year2014-03-31$0
Amount contributed by the employer to the plan for this plan year2014-03-31$0
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Contributions received from participants2014-03-31$120,213
Participant contributions at end of year2014-03-31$66,030
Participant contributions at beginning of year2014-03-31$45,381
Administrative expenses (other) incurred2014-03-31$3,875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$70,641
Value of net assets at end of year (total assets less liabilities)2014-03-31$1,389,277
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$1,318,636
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-03-31$678,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-03-31$658,017
Interest on participant loans2014-03-31$3,113
Interest earned on other investments2014-03-31$18,363
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-03-31$645,086
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-03-31$615,238
Net investment gain/loss from pooled separate accounts2014-03-31$63,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31No
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$106,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$237,286
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31No
Opinion of an independent qualified public accountant for this plan2014-03-31Unqualified
Accountancy firm name2014-03-31HUDSON & NESMITH, CPA'S
Accountancy firm EIN2014-03-31582048162
2013 : COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$0
Total income from all sources (including contributions)2013-03-31$364,453
Total loss/gain on sale of assets2013-03-31$0
Total of all expenses incurred2013-03-31$217,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$214,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$296,554
Value of total assets at end of year2013-03-31$1,318,636
Value of total assets at beginning of year2013-03-31$1,171,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$3,580
Total interest from all sources2013-03-31$18,559
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$3,000,000
If this is an individual account plan, was there a blackout period2013-03-31No
Funding deficiency by the employer to the plan for this plan year2013-03-31$0
Minimum employer required contribution for this plan year2013-03-31$0
Amount contributed by the employer to the plan for this plan year2013-03-31$0
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Contributions received from participants2013-03-31$158,848
Participant contributions at end of year2013-03-31$45,381
Participant contributions at beginning of year2013-03-31$25,084
Income. Received or receivable in cash from other sources (including rollovers)2013-03-31$16,429
Administrative expenses (other) incurred2013-03-31$3,580
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$146,657
Value of net assets at end of year (total assets less liabilities)2013-03-31$1,318,636
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$1,171,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-03-31$658,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-03-31$611,169
Interest on participant loans2013-03-31$1,668
Interest earned on other investments2013-03-31$16,891
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-03-31$615,238
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-03-31$535,726
Net investment gain/loss from pooled separate accounts2013-03-31$49,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31No
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$121,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$214,216
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31No
Opinion of an independent qualified public accountant for this plan2013-03-31Unqualified
Accountancy firm name2013-03-31HUDSON AND NESMITH CPAS
Accountancy firm EIN2013-03-31582048162
2012 : COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$0
Total income from all sources (including contributions)2012-03-31$379,743
Total loss/gain on sale of assets2012-03-31$0
Total of all expenses incurred2012-03-31$162,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$158,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$345,297
Value of total assets at end of year2012-03-31$1,171,979
Value of total assets at beginning of year2012-03-31$954,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$3,811
Total interest from all sources2012-03-31$15,233
Total dividends received (eg from common stock, registered investment company shares)2012-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$3,000,000
If this is an individual account plan, was there a blackout period2012-03-31No
Funding deficiency by the employer to the plan for this plan year2012-03-31$0
Minimum employer required contribution for this plan year2012-03-31$0
Amount contributed by the employer to the plan for this plan year2012-03-31$0
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Contributions received from participants2012-03-31$197,193
Participant contributions at end of year2012-03-31$25,084
Participant contributions at beginning of year2012-03-31$37,012
Income. Received or receivable in cash from other sources (including rollovers)2012-03-31$21,294
Administrative expenses (other) incurred2012-03-31$3,811
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$217,641
Value of net assets at end of year (total assets less liabilities)2012-03-31$1,171,979
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$954,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-03-31$611,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-03-31$530,538
Interest on participant loans2012-03-31$1,472
Interest earned on other investments2012-03-31$13,761
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-03-31$535,726
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-03-31$386,788
Net investment gain/loss from pooled separate accounts2012-03-31$19,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31No
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$126,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$158,291
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31No
Opinion of an independent qualified public accountant for this plan2012-03-31Unqualified
Accountancy firm name2012-03-31HUDSON & NESMITH, CPAS
Accountancy firm EIN2012-03-31582048162
2011 : COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$0
Total income from all sources (including contributions)2011-03-31$410,839
Total loss/gain on sale of assets2011-03-31$0
Total of all expenses incurred2011-03-31$181,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$177,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$346,109
Value of total assets at end of year2011-03-31$954,338
Value of total assets at beginning of year2011-03-31$725,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$4,633
Total interest from all sources2011-03-31$4,890
Total dividends received (eg from common stock, registered investment company shares)2011-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$3,000,000
If this is an individual account plan, was there a blackout period2011-03-31No
Funding deficiency by the employer to the plan for this plan year2011-03-31$0
Minimum employer required contribution for this plan year2011-03-31$0
Amount contributed by the employer to the plan for this plan year2011-03-31$0
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Contributions received from participants2011-03-31$204,869
Participant contributions at end of year2011-03-31$37,012
Participant contributions at beginning of year2011-03-31$27,680
Income. Received or receivable in cash from other sources (including rollovers)2011-03-31$3,806
Administrative expenses (other) incurred2011-03-31$4,633
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$228,954
Value of net assets at end of year (total assets less liabilities)2011-03-31$954,338
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$725,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-03-31$530,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-03-31$430,211
Interest on participant loans2011-03-31$1,851
Interest earned on other investments2011-03-31$3,039
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-03-31$386,788
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-03-31$267,493
Net investment gain/loss from pooled separate accounts2011-03-31$59,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31No
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$137,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$177,252
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31No
Opinion of an independent qualified public accountant for this plan2011-03-31Unqualified
Accountancy firm name2011-03-31GEORGIA SYLVESTER
Accountancy firm EIN2011-03-31582048162
2010 : COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year2010-03-31$0
Minimum employer required contribution for this plan year2010-03-31$0
Amount contributed by the employer to the plan for this plan year2010-03-31$0

Form 5500 Responses for COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN

2022: COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Submission has been amendedNo
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planNo
2022-04-01Plan funding arrangement – InsuranceYes
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement – InsuranceYes
2021: COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planNo
2021-04-01Plan funding arrangement – InsuranceYes
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement – InsuranceYes
2020: COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement – InsuranceYes
2019: COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement – InsuranceYes
2018: COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement – InsuranceYes
2017: COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2016: COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement – InsuranceYes
2015: COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement – InsuranceYes
2014: COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement – InsuranceYes
2013: COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2012: COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement – InsuranceYes
2011: COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement – InsuranceYes
2010: COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Submission has been amendedNo
2010-04-01This submission is the final filingNo
2010-04-01This return/report is a short plan year return/report (less than 12 months)No
2010-04-01Plan is a collectively bargained planNo
2010-04-01Plan funding arrangement – InsuranceYes
2010-04-01Plan funding arrangement – TrustYes
2010-04-01Plan benefit arrangement – InsuranceYes
2009: COASTAL PLAIN AREA ECONOMIC AUTHORITY INC. 403(B) PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number744511-01
Policy instance 1
Insurance contract or identification number744511-01
Number of Individuals Covered89
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $3,502
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,812
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-750292
Policy instance 2
Insurance contract or identification numberGA-750292
Number of Individuals Covered0
Insurance policy start date2021-04-01
Insurance policy end date2021-11-12
Total amount of commissions paid to insurance brokerUSD $1,315
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?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 $707
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number744511-01
Policy instance 1
Insurance contract or identification number744511-01
Number of Individuals Covered87
Insurance policy start date2021-11-13
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $1,454
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,454
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-750292
Policy instance 1
Insurance contract or identification numberGA-750292
Number of Individuals Covered87
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $2,604
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,966
Amount paid for insurance broker fees0
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-750292
Policy instance 1
Insurance contract or identification numberGA-750292
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $2,780
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?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 $2,780
Amount paid for insurance broker fees0
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-750292
Policy instance 1
Insurance contract or identification numberGA-750292
Number of Individuals Covered0
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $2,879
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?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 $2,879
Amount paid for insurance broker fees0
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-750292
Policy instance 1
Insurance contract or identification numberGA-750292
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $3,556
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?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 $3,556
Insurance broker organization code?3
Insurance broker nameMML INVESTORS SERVICES
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-750292
Policy instance 1
Insurance contract or identification numberGA-750292
Number of Individuals Covered141
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $5,094
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 $5,094
Insurance broker organization code?3
Insurance broker nameEDWARD D JONES
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-750292
Policy instance 1
Insurance contract or identification numberGA-750292
Number of Individuals Covered171
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $5,311
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 $5,311
Insurance broker organization code?3
Insurance broker nameEDWARD D JONES
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-750292
Policy instance 1
Insurance contract or identification numberGA-750292
Number of Individuals Covered98
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $5,435
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 $5,435
Insurance broker organization code?3
Insurance broker nameEDWARD D JONES
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-750292
Policy instance 1
Insurance contract or identification numberGA-750292
Number of Individuals Covered113
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $7,390
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 $7,390
Insurance broker organization code?3
Insurance broker nameEDWARD D JONES
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-750292
Policy instance 1
Insurance contract or identification numberGA-750292
Number of Individuals Covered126
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $8,592
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-750292
Policy instance 1
Insurance contract or identification numberGA-750292
Number of Individuals Covered156
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $8,344
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

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