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COMMUNITY BASED SERVICES, INC. 403(B) PLAN 401k Plan overview

Plan NameCOMMUNITY BASED SERVICES, INC. 403(B) PLAN
Plan identification number 003

COMMUNITY BASED SERVICES, 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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COMMUNITY BASED SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY BASED SERVICES, INC.
Employer identification number (EIN):133070655
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about COMMUNITY BASED SERVICES, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1981-03-19
Company Identification Number: 686707
Legal Registered Office Address: 3 fields lane
Westchester
NORTH SALEM
United States of America (USA)
10560

More information about COMMUNITY BASED SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY BASED SERVICES, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032012-01-01VICKI SYLVESTER VICKI SYLVESTER2013-07-31
0032011-01-01MARLENE COCCARO MARLENE COCCARO2012-07-23
0032010-01-01MARLENE COCCARO MARLENE COCCARO2011-07-22

Plan Statistics for COMMUNITY BASED SERVICES, INC. 403(B) PLAN

401k plan membership statisitcs for COMMUNITY BASED SERVICES, INC. 403(B) PLAN

Measure Date Value
2012: COMMUNITY BASED SERVICES, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01125
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-010
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: COMMUNITY BASED SERVICES, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01175
Total number of active participants reported on line 7a of the Form 55002011-01-01162
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01164
Number of participants with account balances2011-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: COMMUNITY BASED SERVICES, INC. 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01165
Total number of active participants reported on line 7a of the Form 55002010-01-01166
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-014
Total of all active and inactive participants2010-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01170
Number of participants with account balances2010-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on COMMUNITY BASED SERVICES, INC. 403(B) PLAN

Measure Date Value
2012 : COMMUNITY BASED SERVICES, INC. 403(B) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-10$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-10$0
Total unrealized appreciation/depreciation of assets2012-12-10$0
Total transfer of assets to this plan2012-12-10$0
Total transfer of assets from this plan2012-12-10$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-10$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-10$0
Total income from all sources (including contributions)2012-12-10$417,799
Total loss/gain on sale of assets2012-12-10$0
Total of all expenses incurred2012-12-10$1,540,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-10$1,540,497
Expenses. Certain deemed distributions of participant loans2012-12-10$0
Value of total corrective distributions2012-12-10$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-10$322,662
Value of total assets at end of year2012-12-10$0
Value of total assets at beginning of year2012-12-10$1,122,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-10$0
Total income from rents2012-12-10$0
Total interest from all sources2012-12-10$20,372
Total dividends received (eg from common stock, registered investment company shares)2012-12-10$43
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-10Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2012-12-10$0
Total dividends received from registered investment company shares (eg mutual funds)2012-12-10$43
Administrative expenses professional fees incurred2012-12-10$0
Was this plan covered by a fidelity bond2012-12-10No
Value of fidelity bond cover2012-12-10$0
If this is an individual account plan, was there a blackout period2012-12-10No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-10$0
Were there any nonexempt tranactions with any party-in-interest2012-12-10No
Amount of non-exempt transactions with any party-in-interest2012-12-10$0
Contributions received from participants2012-12-10$180,554
Participant contributions at end of year2012-12-10$0
Participant contributions at beginning of year2012-12-10$14,451
Participant contributions at end of year2012-12-10$0
Participant contributions at beginning of year2012-12-10$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-10$142,108
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-10$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-10$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-10$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-10$0
Other income not declared elsewhere2012-12-10$0
Administrative expenses (other) incurred2012-12-10$0
Liabilities. Value of operating payables at beginning of year2012-12-10$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-10No
Value of net income/loss2012-12-10$-1,122,698
Value of net assets at end of year (total assets less liabilities)2012-12-10$0
Value of net assets at beginning of year (total assets less liabilities)2012-12-10$1,122,698
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-10No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-10No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-10$0
Were any leases to which the plan was party in default or uncollectible2012-12-10No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-10$0
Investment advisory and management fees2012-12-10$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-10$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-10$591,056
Interest on participant loans2012-12-10$850
Income. Interest from loans (other than to participants)2012-12-10$0
Interest earned on other investments2012-12-10$19,522
Income. Interest from US Government securities2012-12-10$0
Income. Interest from corporate debt instruments2012-12-10$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-10$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-10$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-10$517,191
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-10$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-10$74,722
Net investment gain/loss from pooled separate accounts2012-12-10$0
Net investment gain or loss from common/collective trusts2012-12-10$0
Net gain/loss from 103.12 investment entities2012-12-10$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-10No
Was there a failure to transmit to the plan any participant contributions2012-12-10No
Has the plan failed to provide any benefit when due under the plan2012-12-10No
Contributions received in cash from employer2012-12-10$0
Employer contributions (assets) at end of year2012-12-10$0
Employer contributions (assets) at beginning of year2012-12-10$0
Income. Dividends from preferred stock2012-12-10$0
Income. Dividends from common stock2012-12-10$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-10$1,540,497
Contract administrator fees2012-12-10$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-10$0
Did the plan have assets held for investment2012-12-10No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-10No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-10Yes
Aggregate proceeds on sale of assets2012-12-10$0
Aggregate carrying amount (costs) on sale of assets2012-12-10$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-10$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-10Yes
Opinion of an independent qualified public accountant for this plan2012-12-10Disclaimer
Accountancy firm name2012-12-10LEHMAN NEWMAN FLYNN VOLLARO CPA'S
Accountancy firm EIN2012-12-10134037143
2011 : COMMUNITY BASED SERVICES, INC. 403(B) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$188,185
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$69,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$69,048
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$193,908
Value of total assets at end of year2011-12-31$1,122,698
Value of total assets at beginning of year2011-12-31$1,003,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$15,578
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$7,065
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$7,065
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31No
Value of fidelity bond cover2011-12-31$0
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$188,500
Participant contributions at end of year2011-12-31$14,451
Participant contributions at beginning of year2011-12-31$2,176
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$7,141
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$5,408
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$119,137
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,122,698
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,003,561
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$591,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$446,534
Interest on participant loans2011-12-31$524
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$15,054
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$517,191
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$547,710
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-28,366
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$0
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$69,048
Contract administrator fees2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LEHMAN NEWMAN FLYNN VOLLARO CPAS PC
Accountancy firm EIN2011-12-31134037143
2010 : COMMUNITY BASED SERVICES, INC. 403(B) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$259,490
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$89,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$89,851
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$186,377
Value of total assets at end of year2010-12-31$1,003,561
Value of total assets at beginning of year2010-12-31$833,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$16,996
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$4,395
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$4,395
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31No
Value of fidelity bond cover2010-12-31$0
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$186,377
Participant contributions at end of year2010-12-31$2,176
Participant contributions at beginning of year2010-12-31$5,170
Participant contributions at end of year2010-12-31$7,141
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$169,639
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,003,561
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$833,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$446,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$282,082
Interest on participant loans2010-12-31$189
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$16,807
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$547,710
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$546,670
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$51,722
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$0
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$89,851
Contract administrator fees2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LEHMAN, NEWMAN & FLYNN CPA'S PC
Accountancy firm EIN2010-12-31134037143

Form 5500 Responses for COMMUNITY BASED SERVICES, INC. 403(B) PLAN

2012: COMMUNITY BASED SERVICES, INC. 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01This submission is the final filingYes
2012-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COMMUNITY BASED SERVICES, INC. 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: COMMUNITY BASED SERVICES, INC. 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-10
Total amount of commissions paid to insurance brokerUSD $1,744
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,744
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameSECURITIES AMERICA INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered164
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,614
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered170
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,286
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,286
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameSECURITIES AMERICA INC

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