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SIERRA JOINT OFFICE ON AGING PLAN TYPE 403(B) 401k Plan overview

Plan NameSIERRA JOINT OFFICE ON AGING PLAN TYPE 403(B)
Plan identification number 001

SIERRA JOINT OFFICE ON AGING PLAN TYPE 403(B) Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SIERRA JOINT OFFICE ON AGING, INC has sponsored the creation of one or more 401k plans.

Company Name:SIERRA JOINT OFFICE ON AGING, INC
Employer identification number (EIN):850254134
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SIERRA JOINT OFFICE ON AGING PLAN TYPE 403(B)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-07-01SUE PENNER2017-11-17
0012015-07-01SUE PENNER2017-11-16
0012014-07-01SUE PENNER JOE MCCLINTOCK2016-01-14
0012013-07-01SUE PENNER
0012012-07-01SUE PENNER
0012011-07-01SUE PENNER2017-11-17
0012010-07-01YVONNE TAYLOR2012-04-09

Plan Statistics for SIERRA JOINT OFFICE ON AGING PLAN TYPE 403(B)

401k plan membership statisitcs for SIERRA JOINT OFFICE ON AGING PLAN TYPE 403(B)

Measure Date Value
2014: SIERRA JOINT OFFICE ON AGING PLAN TYPE 403(B) 2014 401k membership
Total participants, beginning-of-year2014-07-0119
Total number of active participants reported on line 7a of the Form 55002014-07-018
Number of retired or separated participants receiving benefits2014-07-012
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-0110
Number of participants with account balances2014-07-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: SIERRA JOINT OFFICE ON AGING PLAN TYPE 403(B) 2013 401k membership
Total participants, beginning-of-year2013-07-0119
Total number of active participants reported on line 7a of the Form 55002013-07-0119
Total of all active and inactive participants2013-07-0119
Total participants2013-07-0119
Number of employers contributing to the scheme2013-07-017
2012: SIERRA JOINT OFFICE ON AGING PLAN TYPE 403(B) 2012 401k membership
Total participants, beginning-of-year2012-07-0114
Total number of active participants reported on line 7a of the Form 55002012-07-0114
Total of all active and inactive participants2012-07-0114
Total participants2012-07-0114
Number of participants with account balances2012-07-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-011

Financial Data on SIERRA JOINT OFFICE ON AGING PLAN TYPE 403(B)

Measure Date Value
2015 : SIERRA JOINT OFFICE ON AGING PLAN TYPE 403(B) 2015 401k financial data
Total income from all sources2015-06-30$5,809
Expenses. Total of all expenses incurred2015-06-30$24,511
Benefits paid (including direct rollovers)2015-06-30$24,026
Total plan assets at end of year2015-06-30$135,613
Total plan assets at beginning of year2015-06-30$154,315
Total contributions received or receivable from participants2015-06-30$3,312
Expenses. Other expenses not covered elsewhere2015-06-30$485
Other income received2015-06-30$2,497
Net income (gross income less expenses)2015-06-30$-18,702
Net plan assets at end of year (total assets less liabilities)2015-06-30$135,613
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$154,315
2014 : SIERRA JOINT OFFICE ON AGING PLAN TYPE 403(B) 2014 401k financial data
Total income from all sources2014-06-30$23,520
Expenses. Total of all expenses incurred2014-06-30$9,664
Benefits paid (including direct rollovers)2014-06-30$9,253
Total plan assets at end of year2014-06-30$154,315
Total plan assets at beginning of year2014-06-30$140,459
Total contributions received or receivable from participants2014-06-30$10,456
Expenses. Other expenses not covered elsewhere2014-06-30$411
Other income received2014-06-30$13,064
Net income (gross income less expenses)2014-06-30$13,856
Net plan assets at end of year (total assets less liabilities)2014-06-30$154,315
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$140,459
2013 : SIERRA JOINT OFFICE ON AGING PLAN TYPE 403(B) 2013 401k financial data
Total income from all sources2013-06-30$23,819
Expenses. Total of all expenses incurred2013-06-30$15,245
Benefits paid (including direct rollovers)2013-06-30$15,159
Total plan assets at end of year2013-06-30$140,454
Total plan assets at beginning of year2013-06-30$131,957
Total contributions received or receivable from participants2013-06-30$16,545
Expenses. Other expenses not covered elsewhere2013-06-30$86
Other income received2013-06-30$7,274
Net income (gross income less expenses)2013-06-30$8,574
Net plan assets at end of year (total assets less liabilities)2013-06-30$140,454
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$131,957

Form 5500 Responses for SIERRA JOINT OFFICE ON AGING PLAN TYPE 403(B)

2014: SIERRA JOINT OFFICE ON AGING PLAN TYPE 403(B) 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: SIERRA JOINT OFFICE ON AGING PLAN TYPE 403(B) 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: SIERRA JOINT OFFICE ON AGING PLAN TYPE 403(B) 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number52577
Policy instance 1
Insurance contract or identification number52577
Number of Individuals Covered10
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number52577
Policy instance 1
Insurance contract or identification number52577
Number of Individuals Covered13
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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