Fidelity bond in place
Not reported
Occupations Inc. • EIN 14-1471097 • Plan year 2007
Participants
Flat327 → 327
0 • 0.00%
Assets
No comparison- → -
No earlier value available.
Investment Management Fee
-
Admin expenses - • Total expenses -
Filing Details
ContextNo event flags were generated for this filing.
Status Flags
Fidelity bond in place
Not reported
Limited-scope audit performed
Not reported
Contributions transmitted on time
Not reported
Participant loans in default
Not reported
Leases in default
Not reported
Reportable party-in-interest issues
Not reported
Loss discovered during year
Not reported
Assets with undetermined value
Not reported
Non-cash contributions
Not reported
Assets held for investment
Not reported
5% transactions reported
Not reported
All plan assets distributed
Not reported
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
Not reported
This filing only has main form rows in the source dataset, so there are no separate schedule rows to display.
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 4 | 2,611 | $55,792,224 | $5,508,095 | $2,110iApproximate average salary by contribution assumption: employee only about $52,739 at 4% or $35,160 at 6%; with 50% employer match about $35,160 at 4% or $23,440 at 6%; with 100% employer match about $26,370 at 4% or $17,580 at 6%. |
| Access Supports for Living Inc. 403(B) Retirement Plan | - | 2,611 | $55,412,020 | $5,508,095 | $2,110iApproximate average salary by contribution assumption: employee only about $52,739 at 4% or $35,160 at 6%; with 50% employer match about $35,160 at 4% or $23,440 at 6%; with 100% employer match about $26,370 at 4% or $17,580 at 6%. |
| The Access Supports for Living Inc. Retirement Pl | - | 42 | $380,204 | - | - |
| Access Supports for Living Inc. Welfare Benefits Plan | - | 1,147 | - | - | - |
| Access Supports for Living Inc. Section 125 Cafeteria Plan | - | 192 | - | - | - |
| 2023 | 4 | 2,439 | $50,110,318 | $5,647,558 | $2,316iApproximate average salary by contribution assumption: employee only about $57,888 at 4% or $38,592 at 6%; with 50% employer match about $38,592 at 4% or $25,728 at 6%; with 100% employer match about $28,944 at 4% or $19,296 at 6%. |
| Access Supports for Living Inc. 403(B) Retirement Plan | - | 2,439 | $49,752,837 | $5,647,558 | $2,316iApproximate average salary by contribution assumption: employee only about $57,888 at 4% or $38,592 at 6%; with 50% employer match about $38,592 at 4% or $25,728 at 6%; with 100% employer match about $28,944 at 4% or $19,296 at 6%. |
| The Access Supports for Living Inc. Retirement Pl | - | 46 | $357,481 | - | - |
| Access Supports for Living Inc. Welfare Benefits Plan | - | 1,096 | - | - | - |
| Access Supports for Living Inc. Section 125 Cafeteria Plan | - | 182 | - | - | - |
| 2022 | 4 | 1,939 | $40,821,499 | $5,507,791 | $2,841iApproximate average salary by contribution assumption: employee only about $71,013 at 4% or $47,342 at 6%; with 50% employer match about $47,342 at 4% or $31,561 at 6%; with 100% employer match about $35,507 at 4% or $23,671 at 6%. |
| Access Supports for Living Inc. 403(B) Retirement Plan | - | 1,939 | $40,515,934 | $5,507,791 | $2,841iApproximate average salary by contribution assumption: employee only about $71,013 at 4% or $47,342 at 6%; with 50% employer match about $47,342 at 4% or $31,561 at 6%; with 100% employer match about $35,507 at 4% or $23,671 at 6%. |
| The Access Supports for Living Inc. Retirement Pl | - | 48 | $305,565 | - | - |
| Access Supports for Living Inc. Welfare Benefits Plan | - | 961 | - | - | - |
| Access Supports for Living Inc. Section 125 Cafeteria Plan | - | 242 | - | - | - |
| 2021 | 4 | 1,637 | $45,989,780 | $4,257,657 | $2,601iApproximate average salary by contribution assumption: employee only about $65,022 at 4% or $43,348 at 6%; with 50% employer match about $43,348 at 4% or $28,899 at 6%; with 100% employer match about $32,511 at 4% or $21,674 at 6%. |
| Access Supports for Living Inc. 403(B) Retirement Plan | - | 1,637 | $45,508,151 | $4,257,657 | $2,601iApproximate average salary by contribution assumption: employee only about $65,022 at 4% or $43,348 at 6%; with 50% employer match about $43,348 at 4% or $28,899 at 6%; with 100% employer match about $32,511 at 4% or $21,674 at 6%. |
| The Access Supports for Living Inc. Retirement Pl | - | 53 | $481,629 | - | - |
| Access Supports for Living Inc. Welfare Benefits Plan | - | 770 | - | - | - |
| Access Supports for Living Inc. Section 125 Cafeteria Plan | - | 225 | - | - | - |
| 2020 | 4 | 1,595 | $39,432,745 | $3,795,900 | $2,380iApproximate average salary by contribution assumption: employee only about $59,497 at 4% or $39,665 at 6%; with 50% employer match about $39,665 at 4% or $26,443 at 6%; with 100% employer match about $29,748 at 4% or $19,832 at 6%. |
| Access Supports for Living Inc. 403(B) Retirement Plan | - | 1,595 | $38,999,374 | $3,795,900 | $2,380iApproximate average salary by contribution assumption: employee only about $59,497 at 4% or $39,665 at 6%; with 50% employer match about $39,665 at 4% or $26,443 at 6%; with 100% employer match about $29,748 at 4% or $19,832 at 6%. |
| The Access Supports for Living Inc. Retirement Pl | - | 55 | $433,371 | - | - |
| Access Supports for Living Inc. Welfare Benefits Plan | - | 835 | - | - | - |
| Access Supports for Living Inc. Section 125 Cafeteria Plan | - | 218 | - | - | - |
| 2019 | 4 | 1,473 | $35,104,840 | $3,597,496 | $2,442iApproximate average salary by contribution assumption: employee only about $61,057 at 4% or $40,705 at 6%; with 50% employer match about $40,705 at 4% or $27,137 at 6%; with 100% employer match about $30,529 at 4% or $20,352 at 6%. |
| Access Supports for Living Inc. 403(B) Retirement Plan | - | 1,473 | $34,741,636 | $3,597,496 | $2,442iApproximate average salary by contribution assumption: employee only about $61,057 at 4% or $40,705 at 6%; with 50% employer match about $40,705 at 4% or $27,137 at 6%; with 100% employer match about $30,529 at 4% or $20,352 at 6%. |
| The Access Supports for Living Inc. Retirement Pl | - | 57 | $363,204 | - | - |
| Access Supports for Living Inc. Welfare Benefits Plan | - | 856 | - | - | - |
| Access Supports for Living Inc. Section 125 Cafeteria Plan | - | 239 | - | - | - |
| 2018 | 4 | 1,671 | $28,323,510 | $3,328,072 | $1,992iApproximate average salary by contribution assumption: employee only about $49,792 at 4% or $33,194 at 6%; with 50% employer match about $33,194 at 4% or $22,130 at 6%; with 100% employer match about $24,896 at 4% or $16,597 at 6%. |
| Access Supports for Living Inc. 403(B) Retirement Plan | - | 1,671 | $27,958,367 | $3,328,072 | $1,992iApproximate average salary by contribution assumption: employee only about $49,792 at 4% or $33,194 at 6%; with 50% employer match about $33,194 at 4% or $22,130 at 6%; with 100% employer match about $24,896 at 4% or $16,597 at 6%. |
| The Access Supports for Living Inc. Retirement Pl | - | 59 | $365,143 | - | - |
| Access Supports for Living Inc. Welfare Benefits Plan | - | 889 | - | - | - |
| Access Supports for Living Inc. Section 125 Cafeteria Plan | - | 232 | - | - | - |
| 2017 | 4 | 1,893 | $29,610,125 | $2,495,124 | $1,318iApproximate average salary by contribution assumption: employee only about $32,952 at 4% or $21,968 at 6%; with 50% employer match about $21,968 at 4% or $14,645 at 6%; with 100% employer match about $16,476 at 4% or $10,984 at 6%. |
| Access Supports for Living Inc. 403(B) Retirement Plan | - | 1,893 | $29,204,502 | $2,495,124 | $1,318iApproximate average salary by contribution assumption: employee only about $32,952 at 4% or $21,968 at 6%; with 50% employer match about $21,968 at 4% or $14,645 at 6%; with 100% employer match about $16,476 at 4% or $10,984 at 6%. |
| The Access Supports for Living Inc. Retirement Pl | - | 93 | $405,623 | - | - |
| Access Supports for Living Inc. Welfare Benefits Plan | - | 907 | - | - | - |
| Access Supports for Living Inc. Section 125 Cafeteria Plan | - | 220 | - | - | - |
| 2016 | 4 | 1,798 | $25,115,784 | $2,169,653 | $1,207iApproximate average salary by contribution assumption: employee only about $30,168 at 4% or $20,112 at 6%; with 50% employer match about $20,112 at 4% or $13,408 at 6%; with 100% employer match about $15,084 at 4% or $10,056 at 6%. |
| Access Supports for Living Inc. 403(B) Retirement Plan | - | 1,798 | $24,707,376 | $2,169,653 | $1,207iApproximate average salary by contribution assumption: employee only about $30,168 at 4% or $20,112 at 6%; with 50% employer match about $20,112 at 4% or $13,408 at 6%; with 100% employer match about $15,084 at 4% or $10,056 at 6%. |
| The Access Supports for Living Inc. Retirement Pl | - | 100 | $408,408 | - | - |
| Access Supports for Living Inc. Section 125 Cafeteria Plan | - | 212 | - | - | - |
| Access Supports for Living Inc. Welfare Benefits Plan | - | 870 | - | - | - |
| 2015 | 5 | 2,250 | $23,693,326 | $2,360,825 | $1,049iApproximate average salary by contribution assumption: employee only about $26,231 at 4% or $17,488 at 6%; with 50% employer match about $17,488 at 4% or $11,658 at 6%; with 100% employer match about $13,116 at 4% or $8,744 at 6%. |
| Access Supports for Living Inc. 403(B) Retirement Plan | - | 2,250 | $23,258,043 | $2,360,825 | $1,049iApproximate average salary by contribution assumption: employee only about $26,231 at 4% or $17,488 at 6%; with 50% employer match about $17,488 at 4% or $11,658 at 6%; with 100% employer match about $13,116 at 4% or $8,744 at 6%. |
| The Access Supports for Living Inc. Retirement Pl | - | 107 | $435,283 | - | - |
| ACCESS SUPPORTS FOR LIVING INC. SECTION 105(H) HEALTH REIMBURSEMENT ARRANGEMENT | - | 612 | - | - | - |
| Access Supports for Living Inc. Welfare Benefits Plan | - | 857 | - | - | - |
| Access Supports for Living Inc. Section 125 Cafeteria Plan | - | 191 | - | - | - |
| 2014 | 5 | 1,882 | $23,206,246 | $2,132,471 | $1,133iApproximate average salary by contribution assumption: employee only about $28,327 at 4% or $18,885 at 6%; with 50% employer match about $18,885 at 4% or $12,590 at 6%; with 100% employer match about $14,164 at 4% or $9,442 at 6%. |
| Access Supports for Living Inc. 403(B) Retirement Plan | - | 1,882 | $22,752,053 | $2,132,471 | $1,133iApproximate average salary by contribution assumption: employee only about $28,327 at 4% or $18,885 at 6%; with 50% employer match about $18,885 at 4% or $12,590 at 6%; with 100% employer match about $14,164 at 4% or $9,442 at 6%. |
| The Access Supports for Living Inc. Retirement Pl | - | 111 | $454,193 | - | - |
| Access Supports for Living Inc. Welfare Benefits Plan | - | 820 | - | - | - |
| Access Supports for Living Inc. Section 125 Cafeteria Plan | - | 165 | - | - | - |
| OCCUPATIONS, INC. SECTION 105 PLAN | - | 498 | - | - | - |
| 2013 | 5 | 1,659 | $21,000,556 | $2,227,102 | $1,342iApproximate average salary by contribution assumption: employee only about $33,561 at 4% or $22,374 at 6%; with 50% employer match about $22,374 at 4% or $14,916 at 6%; with 100% employer match about $16,780 at 4% or $11,187 at 6%. |
| Access Supports for Living Inc. 403(B) Retirement Plan | - | 1,659 | $20,534,341 | $2,227,102 | $1,342iApproximate average salary by contribution assumption: employee only about $33,561 at 4% or $22,374 at 6%; with 50% employer match about $22,374 at 4% or $14,916 at 6%; with 100% employer match about $16,780 at 4% or $11,187 at 6%. |
| The Access Supports for Living Inc. Retirement Pl | - | 157 | $466,215 | - | - |
| OCCUPATIONS, INC. STANDALONE SECTION 105 PLAN | - | 307 | - | - | - |
| Access Supports for Living Inc. Welfare Benefits Plan | - | 801 | - | - | - |
| Access Supports for Living Inc. Section 125 Cafeteria Plan | - | 133 | - | - | - |
| 2012 | 5 | 2,248 | $16,863,877 | $1,970,981 | $877iApproximate average salary by contribution assumption: employee only about $21,919 at 4% or $14,613 at 6%; with 50% employer match about $14,613 at 4% or $9,742 at 6%; with 100% employer match about $10,960 at 4% or $7,306 at 6%. |
| Access Supports for Living Inc. 403(B) Retirement Plan | - | 2,248 | $16,448,067 | $1,970,981 | $877iApproximate average salary by contribution assumption: employee only about $21,919 at 4% or $14,613 at 6%; with 50% employer match about $14,613 at 4% or $9,742 at 6%; with 100% employer match about $10,960 at 4% or $7,306 at 6%. |
| The Access Supports for Living Inc. Retirement Pl | - | 198 | $415,810 | - | - |
| Access Supports for Living Inc. Section 125 Cafeteria Plan | - | 164 | - | - | - |
| OCCUPATIONS, INC. STANDALONE SECTION 105 PLAN | - | 309 | - | - | - |
| Access Supports for Living Inc. Welfare Benefits Plan | - | 833 | - | - | - |
| 2011 | 5 | 1,202 | $13,693,394 | $1,877,861 | $1,562iApproximate average salary by contribution assumption: employee only about $39,057 at 4% or $26,038 at 6%; with 50% employer match about $26,038 at 4% or $17,359 at 6%; with 100% employer match about $19,529 at 4% or $13,019 at 6%. |
| Access Supports for Living Inc. 403(B) Retirement Plan | - | 1,202 | $13,274,773 | $1,877,861 | $1,562iApproximate average salary by contribution assumption: employee only about $39,057 at 4% or $26,038 at 6%; with 50% employer match about $26,038 at 4% or $17,359 at 6%; with 100% employer match about $19,529 at 4% or $13,019 at 6%. |
| The Access Supports for Living Inc. Retirement Pl | - | 203 | $418,621 | - | - |
| OCCUPATIONS, INC. STANDALONE SECTION 105 PLAN | - | 415 | - | - | - |
| Access Supports for Living Inc. Section 125 Cafeteria Plan | - | 209 | - | - | - |
| Access Supports for Living Inc. Welfare Benefits Plan | - | 712 | - | - | - |
| 2010 | 4 | 726 | $12,389,872 | $1,443,257 | $1,988iApproximate average salary by contribution assumption: employee only about $49,699 at 4% or $33,133 at 6%; with 50% employer match about $33,133 at 4% or $22,088 at 6%; with 100% employer match about $24,849 at 4% or $16,566 at 6%. |
| Access Supports for Living Inc. 403(B) Retirement Plan | - | 726 | $11,929,732 | $1,443,257 | $1,988iApproximate average salary by contribution assumption: employee only about $49,699 at 4% or $33,133 at 6%; with 50% employer match about $33,133 at 4% or $22,088 at 6%; with 100% employer match about $24,849 at 4% or $16,566 at 6%. |
| The Access Supports for Living Inc. Retirement Pl | - | 211 | $460,140 | - | - |
| Access Supports for Living Inc. Section 125 Cafeteria Plan | - | 160 | - | - | - |
| Access Supports for Living Inc. Welfare Benefits Plan | - | 639 | - | - | - |
| 2009 | 5 | 750 | $10,197,599 | $1,322,228 | $1,763iApproximate average salary by contribution assumption: employee only about $44,074 at 4% or $29,383 at 6%; with 50% employer match about $29,383 at 4% or $19,589 at 6%; with 100% employer match about $22,037 at 4% or $14,691 at 6%. |
| Access Supports for Living Inc. 403(B) Retirement Plan | - | 750 | $9,681,184 | $1,322,228 | $1,763iApproximate average salary by contribution assumption: employee only about $44,074 at 4% or $29,383 at 6%; with 50% employer match about $29,383 at 4% or $19,589 at 6%; with 100% employer match about $22,037 at 4% or $14,691 at 6%. |
| The Access Supports for Living Inc. Retirement Pl | - | 214 | $516,415 | - | - |
| Occupations Inc. Group Medical | - | 0 | - | - | - |
| OCCUPATIONS, INC. GROUP LIFE/AD & D & LTD | - | 0 | - | - | - |
| OCCUPATIONS, INC. EMPLOYEE DENTAL PLAN | - | 433 | - | - | - |
| 2008 | 3 | 487 | $404,585 | $0 | - |
| The Access Supports for Living Inc. Retirement Pl | - | 118 | $404,585 | - | - |
| Access Supports for Living Inc. 403(B) Retirement Plan | - | 0 | - | - | - |
| OCCUPATIONS, INC. GROUP LIFE/AD&D & LTD | - | 487 | - | - | - |
| 2007 | 4 | 470 | $545,075 | $0 | - |
| The Access Supports for Living Inc. Retirement Pl | - | 123 | $545,075 | - | - |
| OCCUPATIONS, INC. EMPLOYEE DENTAL PLAN | Current | 327 | - | - | - |
| OCCUPATIONS, INC. GROUP LIFE/AD&D & LTD | - | 470 | - | - | - |
| Access Supports for Living Inc. 403(B) Retirement Plan | - | 0 | - | - | - |
| 2006 | 4 | 417 | $0 | $0 | - |
| Access Supports for Living Inc. Section 125 Cafeteria Plan | - | 110 | - | - | - |
| OCCUPATIONS, INC. EMPLOYEE DENTAL PLAN | - | 330 | - | - | - |
| Access Supports for Living Inc. 403(B) Retirement Plan | - | 0 | - | - | - |
| OCCUPATIONS, INC. GROUP LIFE/AD&D & LTD | - | 417 | - | - | - |
| 2005 | 3 | 409 | $495,869 | $0 | - |
| The Access Supports for Living Inc. Retirement Pl | - | 129 | $495,869 | - | - |
| OCCUPATIONS, INC. GROUP LIFE/AD&D & LTD | - | 409 | - | - | - |
| Access Supports for Living Inc. 403(B) Retirement Plan | - | 0 | - | - | - |
| 2004 | 5 | 373 | $474,810 | $0 | - |
| The Access Supports for Living Inc. Retirement Pl | - | 0 | $474,810 | - | - |
| OCCUPATIONS, INC. EMPLOYEE DENTAL PLAN | - | 237 | - | - | - |
| Access Supports for Living Inc. Section 125 Cafeteria Plan | - | 132 | - | - | - |
| Access Supports for Living Inc. 403(B) Retirement Plan | - | 0 | - | - | - |
| OCCUPATIONS, INC. GROUP LIFE/AD&D & LTD | - | 373 | - | - | - |
| 2003 | 4 | 347 | $460,128 | $0 | - |
| The Access Supports for Living Inc. Retirement Pl | - | 137 | $460,128 | - | - |
| OCCUPATIONS, INC. EMPLOYEE DENTAL PLAN | - | 261 | - | - | - |
| Access Supports for Living Inc. Section 125 Cafeteria Plan | - | 127 | - | - | - |
| OCCUPATIONS, INC. GROUP LIFE/AD&D & LTD | - | 347 | - | - | - |
| 2002 | 5 | 361 | $415,522 | $0 | - |
| The Access Supports for Living Inc. Retirement Pl | - | 150 | $415,522 | - | - |
| Access Supports for Living Inc. Section 125 Cafeteria Plan | - | 313 | - | - | - |
| OCCUPATIONS, INC. EMPLOYEE DENTAL PLAN | - | 258 | - | - | - |
| OCCUPATIONS, INC. GROUP LTD | - | 361 | - | - | - |
| Access Supports for Living Inc. 403(B) Retirement Plan | - | 0 | - | - | - |
| 2001 | 4 | 245 | $0 | $0 | - |
| OCCUPATIONS, INC. EMPLOYEE DENTAL PLAN | - | 245 | - | - | - |
| OCCUPATIONS INC EMPLOYEE DENTAL PLA N | - | 222 | - | - | - |
| Access Supports for Living Inc. 403(B) Retirement Plan | - | 0 | - | - | - |
| The Access Supports for Living Inc. Retirement Pl | - | 159 | - | - | - |
| 2000 | 3 | 232 | $0 | $0 | - |
| ORANGE COUNTY REHAB CTR OCCUPATIONS INC EMPLOYEE DENTAL PLAN | - | 232 | - | - | - |
| Access Supports for Living Inc. 403(B) Retirement Plan | - | 0 | - | - | - |
| The Access Supports for Living Inc. Retirement Pl | - | 171 | - | - | - |
This filing only has main form rows in the source dataset, so there are no separate schedule rows to display.