Civic Intelligence
Filing

Adapted Living Programs Inc. 401K Profit Share Plan

Adapted Living Programs Inc. • EIN 41-1517630 • Plan year 2000

Company ProfileSource Archive
Filing Insights

Participants

Down

320 → 292

-28 • -8.75%

Assets

Down

$1,448,693 → $1,288,855

-$159,838 • -11.03%

Investment Management Fee

0.00%

$0

Admin expenses $0 • Total expenses $203,666

Filing Details

Context
Net investment result
$-159,838
Pension payor EIN
04-3110707

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

No

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Yes

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Yes

5% transactions reported

No

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties
ProviderServicesLocationDirect CompensationRelated
SCHACHTMAN & ASSOCIATES LLCEIN 41-1908138Accountant---

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201510$0$27,112-
Adapted Living Programs Inc. 401K Profit Share Plan-0-$27,112-
2014144$2,130,596$76,011$1,728iApproximate average salary by contribution assumption: employee only about $43,188 at 4% or $28,792 at 6%; with 50% employer match about $28,792 at 4% or $19,195 at 6%; with 100% employer match about $21,594 at 4% or $14,396 at 6%.
Adapted Living Programs Inc. 401K Profit Share Plan-44$2,130,596$76,011$1,728iApproximate average salary by contribution assumption: employee only about $43,188 at 4% or $28,792 at 6%; with 50% employer match about $28,792 at 4% or $19,195 at 6%; with 100% employer match about $21,594 at 4% or $14,396 at 6%.
2013157$2,057,364$209,631$3,678iApproximate average salary by contribution assumption: employee only about $91,943 at 4% or $61,296 at 6%; with 50% employer match about $61,296 at 4% or $40,864 at 6%; with 100% employer match about $45,972 at 4% or $30,648 at 6%.
Adapted Living Programs Inc. 401K Profit Share Plan-57$2,057,364$209,631$3,678iApproximate average salary by contribution assumption: employee only about $91,943 at 4% or $61,296 at 6%; with 50% employer match about $61,296 at 4% or $40,864 at 6%; with 100% employer match about $45,972 at 4% or $30,648 at 6%.
20124285$2,263,141$314,820$1,105iApproximate average salary by contribution assumption: employee only about $27,616 at 4% or $18,411 at 6%; with 50% employer match about $18,411 at 4% or $12,274 at 6%; with 100% employer match about $13,808 at 4% or $9,205 at 6%.
Adapted Living Programs Inc. 401K Profit Share Plan-285$2,263,141$314,820$1,105iApproximate average salary by contribution assumption: employee only about $27,616 at 4% or $18,411 at 6%; with 50% employer match about $18,411 at 4% or $12,274 at 6%; with 100% employer match about $13,808 at 4% or $9,205 at 6%.
Cooperating Community Programs Inc. Health Plan-134---
Cooperating Community Programs Dental Plan-99---
Cooperating Community Programs Voluntary Ltd Plan-32---
20117335$1,905,700$259,634$775iApproximate average salary by contribution assumption: employee only about $19,376 at 4% or $12,917 at 6%; with 50% employer match about $12,917 at 4% or $8,611 at 6%; with 100% employer match about $9,688 at 4% or $6,459 at 6%.
Adapted Living Programs Inc. 401K Profit Share Plan-335$1,905,700$259,634$775iApproximate average salary by contribution assumption: employee only about $19,376 at 4% or $12,917 at 6%; with 50% employer match about $12,917 at 4% or $8,611 at 6%; with 100% employer match about $9,688 at 4% or $6,459 at 6%.
Cooperating Community Programs Dental Plan-103---
Cooperating Community Programs Voluntary Ltd Plan-15---
Cooperating Community Programs Short and Long-Term Disability Plan-18---
Cooperating Community Programs Inc. Health Plan-157---
Cooperating Community Programs Voluntary Ltd Plan-42---
Cooperating Community Programs Dental Plan-100---
20107353$1,830,830$211,255$598iApproximate average salary by contribution assumption: employee only about $14,961 at 4% or $9,974 at 6%; with 50% employer match about $9,974 at 4% or $6,650 at 6%; with 100% employer match about $7,481 at 4% or $4,987 at 6%.
Adapted Living Programs Inc. 401K Profit Share Plan-353$1,830,830$211,255$598iApproximate average salary by contribution assumption: employee only about $14,961 at 4% or $9,974 at 6%; with 50% employer match about $9,974 at 4% or $6,650 at 6%; with 100% employer match about $7,481 at 4% or $4,987 at 6%.
Cooperating Community Programs Short and Long-Term Disability Plan-207---
Cooperating Community Programs Inc. Health Plan-146---
Cooperating Community Programs Inc. Health Plan-139---
Cooperating Community Programs Dental Plan-103---
Cooperating Community Programs Short and Long-Term Disability Plan-18---
Cooperating Community Programs Voluntary Ltd Plan-15---
20094343$1,774,844$206,546$602iApproximate average salary by contribution assumption: employee only about $15,054 at 4% or $10,036 at 6%; with 50% employer match about $10,036 at 4% or $6,691 at 6%; with 100% employer match about $7,527 at 4% or $5,018 at 6%.
Adapted Living Programs Inc. 401K Profit Share Plan-343$1,774,844$206,546$602iApproximate average salary by contribution assumption: employee only about $15,054 at 4% or $10,036 at 6%; with 50% employer match about $10,036 at 4% or $6,691 at 6%; with 100% employer match about $7,527 at 4% or $5,018 at 6%.
Cooperating Community Programs Dental Plan-95---
Cooperating Community Programs Inc. Health Plan-118---
Cooperating Community Programs Short and Long-Term Disability Plan-221---
20081578$1,376,203$205,002$355iApproximate average salary by contribution assumption: employee only about $8,867 at 4% or $5,911 at 6%; with 50% employer match about $5,911 at 4% or $3,941 at 6%; with 100% employer match about $4,433 at 4% or $2,956 at 6%.
Adapted Living Programs Inc. 401K Profit Share Plan-578$1,376,203$205,002$355iApproximate average salary by contribution assumption: employee only about $8,867 at 4% or $5,911 at 6%; with 50% employer match about $5,911 at 4% or $3,941 at 6%; with 100% employer match about $4,433 at 4% or $2,956 at 6%.
20074301$2,070,624$212,167$705iApproximate average salary by contribution assumption: employee only about $17,622 at 4% or $11,748 at 6%; with 50% employer match about $11,748 at 4% or $7,832 at 6%; with 100% employer match about $8,811 at 4% or $5,874 at 6%.
Adapted Living Programs Inc. 401K Profit Share Plan-301$2,070,624$212,167$705iApproximate average salary by contribution assumption: employee only about $17,622 at 4% or $11,748 at 6%; with 50% employer match about $11,748 at 4% or $7,832 at 6%; with 100% employer match about $8,811 at 4% or $5,874 at 6%.
Cooperating Community Programs Short and Long-Term Disability Plan-206---
Cooperating Community Programs Dental Plan-95---
Cooperating Community Programs Inc. Health Plan-104---
20064381$1,992,246$218,434$573iApproximate average salary by contribution assumption: employee only about $14,333 at 4% or $9,555 at 6%; with 50% employer match about $9,555 at 4% or $6,370 at 6%; with 100% employer match about $7,166 at 4% or $4,778 at 6%.
Adapted Living Programs Inc. 401K Profit Share Plan-381$1,992,246$218,434$573iApproximate average salary by contribution assumption: employee only about $14,333 at 4% or $9,555 at 6%; with 50% employer match about $9,555 at 4% or $6,370 at 6%; with 100% employer match about $7,166 at 4% or $4,778 at 6%.
Cooperating Community Programs Inc. Health Plan-150---
Cooperating Community Programs Dental Plan-153---
Cooperating Community Programs Short and Long-Term Disability Plan-200---
20053289$0$0-
Cooperating Community Programs Inc. Health Plan-169---
Adapted Living Programs Inc. 401K Profit Share Plan-289---
Cooperating Community Programs Dental Plan-168---
20043267$1,459,392$230,710$864iApproximate average salary by contribution assumption: employee only about $21,602 at 4% or $14,401 at 6%; with 50% employer match about $14,401 at 4% or $9,601 at 6%; with 100% employer match about $10,801 at 4% or $7,201 at 6%.
Adapted Living Programs Inc. 401K Profit Share Plan-267$1,459,392$230,710$864iApproximate average salary by contribution assumption: employee only about $21,602 at 4% or $14,401 at 6%; with 50% employer match about $14,401 at 4% or $9,601 at 6%; with 100% employer match about $10,801 at 4% or $7,201 at 6%.
Cooperating Community Programs Dental Plan-175---
Cooperating Community Programs Inc. Health Plan-175---
20033313$1,511,698$335,309$1,071iApproximate average salary by contribution assumption: employee only about $26,782 at 4% or $17,855 at 6%; with 50% employer match about $17,855 at 4% or $11,903 at 6%; with 100% employer match about $13,391 at 4% or $8,927 at 6%.
Adapted Living Programs Inc. 401K Profit Share Plan-313$1,511,698$335,309$1,071iApproximate average salary by contribution assumption: employee only about $26,782 at 4% or $17,855 at 6%; with 50% employer match about $17,855 at 4% or $11,903 at 6%; with 100% employer match about $13,391 at 4% or $8,927 at 6%.
Cooperating Community Programs Inc. Health Plan-171---
Cooperating Community Programs Dental Plan-169---
20021321$1,284,020$340,308$1,060iApproximate average salary by contribution assumption: employee only about $26,504 at 4% or $17,669 at 6%; with 50% employer match about $17,669 at 4% or $11,779 at 6%; with 100% employer match about $13,252 at 4% or $8,835 at 6%.
Adapted Living Programs Inc. 401K Profit Share Plan-321$1,284,020$340,308$1,060iApproximate average salary by contribution assumption: employee only about $26,504 at 4% or $17,669 at 6%; with 50% employer match about $17,669 at 4% or $11,779 at 6%; with 100% employer match about $13,252 at 4% or $8,835 at 6%.
20011251$0$0-
Adapted Living Programs Inc. 401K Profit Share Plan-251---
20001292$1,288,855$277,402$950iApproximate average salary by contribution assumption: employee only about $23,750 at 4% or $15,833 at 6%; with 50% employer match about $15,833 at 4% or $10,556 at 6%; with 100% employer match about $11,875 at 4% or $7,917 at 6%.
Adapted Living Programs Inc. 401K Profit Share PlanCurrent292$1,288,855$277,402$950iApproximate average salary by contribution assumption: employee only about $23,750 at 4% or $15,833 at 6%; with 50% employer match about $15,833 at 4% or $10,556 at 6%; with 100% employer match about $11,875 at 4% or $7,917 at 6%.
19991289$1,448,693$301,479$1,043iApproximate average salary by contribution assumption: employee only about $26,079 at 4% or $17,386 at 6%; with 50% employer match about $17,386 at 4% or $11,591 at 6%; with 100% employer match about $13,040 at 4% or $8,693 at 6%.
Adapted Living Programs Inc. 401K Profit Share Plan-289$1,448,693$301,479$1,043iApproximate average salary by contribution assumption: employee only about $26,079 at 4% or $17,386 at 6%; with 50% employer match about $17,386 at 4% or $11,591 at 6%; with 100% employer match about $13,040 at 4% or $8,693 at 6%.
Schedule Details

Schedule D

Row 1
Filing Id
84037142159532
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
30372142159030002
DFE P1 Entity 01 Name
ADP/STATE STREET COLLECTIVE TRUST
DFE P1 Spons 01 Name
STATE STREET BANK & TRUST CO.
DFE P1 Plan 01 EIN Plan number
046680613001
DFE P1 Entity 01 Code
C
DFE P1 Plan Interest End of year 01 Amount
$729,282
Row 2
Filing Id
84037142159532
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
30372142159030002

Schedule G

Row 1
Filing Id
84037142159532
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
30372142159030003
Leases Default Cost 01 Amount
$0
Leases Dft Curr Value 01 A
0
Leases Dft Rentl Rcpt 01 A
0
Leases Dft Expense Pd 01 A
0
Leases Default Net Rcpt 01 Amount
$0
Leases Default Arrears 01 Amount
$0
Row 2
Filing Id
84037142159532
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
30372142159030003
Lns Default Original 01 Amount
$0
Lns Default Prncpl Rcvd 01 Amount
$0
Lns Default Interest Rcvd 01 Amount
$0
Lns Default Unpaid Bal 01 Amount
$0
Lns Dft Prcpl Overdue 01 A
0
Lns Default Interest Overdue 01 Amount
$0
Row 3
Filing Id
84037142159532
Page Id
4
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
30372142159030003
Non Exempt Party 01 Name
ADP,INC.
Non Exempt Relation 01 Text
RECORDKEEPER
Non Exempt Terms 01 Text
EXCESS FEE PAID FROM 4 SSB FUNDS(CLERICAL ERROR),REPAID WITH EARNINGS
Non Exempt Pur Price 01 Amount
$0
Non Exempt Sell Price 01 Amount
$0
Non Exempt Ls Rntl 01 Amount
$0
Non Exempt Expense Incr 01 Amount
$158
Non Exempt Cost Asset 01 Amount
$0
Non Xmp Curr Value Asset 01 A
0
Non Exempt Gain Loss 01 Amount
$0
Row 4
Filing Id
84037142159532
Schedule G EIN
41-1517630
Schedule G Plan number
002
Schedule G Plan Year Begin Date
2000-01-01
Schedule G Tax Period
20001231

Schedule H

Schedule H Financial Statement

Large plan result

Assets, contributions, fees, audit, and compliance fields reported for this large-plan filing.

End-of-year assets$1,288,855-$159,838 change

Balance Sheet

Beginning and end of plan year.

Total assets$1,448,693$1,288,855Decrease -$159,838 (-11.03%)
Total liabilities$0$0No change $0
Net assets$1,448,693$1,288,855Decrease -$159,838 (-11.03%)

Contributions

Employer contributions$69,813
Participant contributions$207,589
Other contributions$0
Total contributions$277,402

Income & Investment Result

Total income$43,828
Interest$1,588
Dividends$0
Net income$-159,838

Expenses & Fees

Benefits paid$191,128
Investment management$0
Administrative expenses$0
Total expenses$203,666

Accountant

FirmSCHACHTMAN & ASSOCIATES LLC
Firm EIN41-1908138

Compliance

Fidelity bondYes
Fidelity bond amount$145,000
Participant loans$28,539
Late contributionsNo
Schedule H source fields
Financial summary
Total assets at beginning of year: $1,448,693Total assets at end of year: $1,288,855Total liabilities at end of year: $0Net income or loss: $-159,838
Filing Id
84037142159532
Schedule H EIN
41-1517630
Schedule H Plan number
002
Schedule H Plan Year Begin Date
2000-01-01
Schedule H Tax Period
20001231
Non Interest Bear Cash Beginning of year Amount
$0
Employer Contribution Beginning of year Amount
$0
Participants Contribution Beginning of year Amount
$0
Other Receivables Beginning of year Amount
$0
Interest Bear Cash Beginning of year Amount
$0
Govt Sec Beginning of year Amount
$0
Corp Debt Preferred Beginning of year Amount
$0
Corp Debt Other Beginning of year Amount
$0
Pref Stock Beginning of year Amount
$0
Common Stock Beginning of year Amount
$0
Joint Venture Beginning of year Amount
$0
Real Estate Beginning of year Amount
$0
Other Loans Beginning of year Amount
$0
Participant loans at beginning of year
$18,117
Interest Common Tr Beginning of year Amount
$757,974
Interest Pool Sep Account Beginning of year Amount
$0
Interest Master Tr Beginning of year Amount
$0
Interest 103 12 Investment Beginning of year Amount
$0
Interest in registered investment companies at beginning of year
$672,602
Ins Co Gen Account Beginning of year Amount
$0
Oth Investment Beginning of year Amount
$0
Employer Sec Beginning of year Amount
$0
Employer Prop Beginning of year Amount
$0
Bldgs Used Beginning of year Amount
$0
Total assets at beginning of year
$1,448,693
Bnfts Payable Beginning of year Amount
$0
Oprtng Payable Beginning of year Amount
$0
Acquis Indbt Beginning of year Amount
$0
Other Liability Beginning of year Amount
$0
Total liabilities at beginning of year
$0
Net assets at beginning of year
$1,448,693
Non Interest Bear Cash End of year Amount
$0
Employer Contribution End of year Amount
$0
Participants Contribution End of year Amount
$0
Other Receivables End of year Amount
$0
Interest Bear Cash End of year Amount
$0
Govt Sec End of year Amount
$0
Corp Debt Preferred End of year Amount
$0
Corp Debt Other End of year Amount
$0
Pref Stock End of year Amount
$0
Common Stock End of year Amount
$0
Joint Venture End of year Amount
$0
Real Estate End of year Amount
$0
Other Loans End of year Amount
$0
Participant loans at end of year
$28,539
Interest Common Tr End of year Amount
$729,282
Interest Pool Sep Account End of year Amount
$0
Interest Master Tr End of year Amount
$0
Interest 103 12 Investment End of year Amount
$0
Interest in registered investment companies at end of year
$531,034
Ins Co Gen Account End of year Amount
$0
Oth Investment End of year Amount
$0
Employer Sec End of year Amount
$0
Employer Prop End of year Amount
$0
Bldgs Used End of year Amount
$0
Total assets at end of year
$1,288,855
Bnfts Payable End of year Amount
$0
Oprtng Payable End of year Amount
$0
Acquis Indbt End of year Amount
$0
Other Liability End of year Amount
$0
Total liabilities at end of year
$0
Net assets at end of year
$1,288,855
Employer contributions
$69,813
Participant contributions
$207,589
Oth Contribution Rcvd Amount
$0
Non Cash Contribution Bs Amount
$0
Total contributions
$277,402
Interest Bear Cash Amount
$0
Interest On Govt Sec Amount
$0
Interest On Corp Debt Amount
$0
Interest On Oth Loans Amount
$0
Interest on participant loans
$1,588
Interest On Oth Investment Amount
$0
Total interest income
$1,588
Divnd Pref Stock Amount
$0
Divnd Common Stock Amount
$0
Total dividend income
$0
Total Rents Amount
$0
Aggregate Proceeds Amount
$0
Aggregate Costs Amount
$0
Net gain or loss on sale of assets
$0
Unrealized Apprctn Re Amount
$0
Unrealized Apprctn Oth Amount
$0
Net unrealized appreciation or depreciation
$0
Gain Loss Com Trust Amount
$-54,672
Gain Loss Pool Sep Amount
$0
Gain Loss Master Tr Amount
$0
Gain Loss 103 12 Investment Amount
$0
Gain or loss on registered investments
$-180,490
Other Income Amount
$0
Total income
$43,828
Participant distributions
$191,128
Ins Carrier Bnfts Amount
$0
Oth Bnft Payment Amount
$0
Total benefit distributions
$191,128
Total Corrective Distribution Amount
$12,538
Total Dm Distribution Ptcp Lns A
0
Total Interest Expense Amount
$0
Professional Fees Amount
$0
Contract Admin Fees Amount
$0
Investment management fees
$0
Other Admin Fees Amount
$0
Total administrative expenses
$0
Total expenses
$203,666
Net income or loss
$-159,838
Total Transfers To Amount
$0
Transfers from other plans
$0
Accountant Opinion Type Indicator
Yes
Accountant firm name
SCHACHTMAN & ASSOCIATES LLC
Accountant firm EIN
41-1908138
Failed to transmit participant contributions on time
No
Fail Transmit Contribution Amount
$0
Participant loans in default
No
Loans In Default Amount
$0
Leases in default
No
Leases In Default Amount
$0
Nonexempt transactions with parties in interest
Yes
Party In Interest Not Reported Amount
$158
Fidelity bond in place
Yes
Fidelity bond amount
$145,000
Loss discovered during year
No
Loss Discovered Dur Year Amount
$0
Assets with undetermined value
No
Asset Undeterm Valuation Amount
$0
Non-cash contributions reported
No
Non Cash Contribution Amount
$0
Assets held for investment
Yes
Reportable 5% transactions
No
All plan assets distributed
No
Resolution to terminate plan adopted
No
Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN04-3110707

Transfers

Distributed property value$0
Schedule R source fields
Payor 04-3110707
Filing Id
84037142159532
Schedule R EIN
41-1517630
Schedule R Plan number
002
Schedule R Plan Year Begin Date
2000-01-01
Schedule R Tax Period
20001231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
04-3110707
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0