401k Plan data: DAY CARE ASSOCIATION OF MONTGOMERY COUNTY 401(K) PLAN plan

DAY CARE ASSOCIATION OF MONTGOMERY COUNTY 401(K) PLAN 401k Plan overview

Plan Name	DAY CARE ASSOCIATION OF MONTGOMERY COUNTY 401(K) PLAN
Plan identification number	002

DAY CARE ASSOCIATION OF MONTGOMERY COUNTY 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

DAY CARE ASSOCIATION OF MONTGOMERY COUNTY T/A MONTGOMERY EARLY has sponsored the creation of one or more 401k plans.

Company Name: DAY CARE ASSOCIATION OF MONTGOMERY COUNTY T/A MONTGOMERY EARLY

Employer identification number (EIN): 231676839

NAIC Classification: 624410
NAIC Description: Child Day Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAY CARE ASSOCIATION OF MONTGOMERY COUNTY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-01-01
002 2015-01-01
002 2014-01-01 DIANE GROSS
002 2013-01-01 DIANE GROSS
002 2012-01-01 CHERYL MORAN CHERYL MORAN 2013-10-08
002 2011-01-01 FRED CITRON
002 2010-01-01 FRED CITRON
002 2009-01-01 FRED CITRON FRED CITRON 2010-08-25

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2016-01-01
002	2015-01-01
002	2014-01-01	DIANE GROSS
002	2013-01-01	DIANE GROSS
002	2012-01-01	CHERYL MORAN	CHERYL MORAN	2013-10-08
002	2011-01-01	FRED CITRON
002	2010-01-01	FRED CITRON
002	2009-01-01	FRED CITRON	FRED CITRON	2010-08-25

Plan Statistics for DAY CARE ASSOCIATION OF MONTGOMERY COUNTY 401(K) PLAN

401k plan membership statisitcs for DAY CARE ASSOCIATION OF MONTGOMERY COUNTY 401(K) PLAN

Measure Date Value
2016: DAY CARE ASSOCIATION OF MONTGOMERY COUNTY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 188
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 156
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 21
Total of all active and inactive participants 2016-01-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 178
Number of participants with account balances 2016-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: DAY CARE ASSOCIATION OF MONTGOMERY COUNTY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 174
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 14
Total of all active and inactive participants 2015-01-01 188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 188
Number of participants with account balances 2015-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: DAY CARE ASSOCIATION OF MONTGOMERY COUNTY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 149
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 12
Total of all active and inactive participants 2014-01-01 161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 161
Number of participants with account balances 2014-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 25
2013: DAY CARE ASSOCIATION OF MONTGOMERY COUNTY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 127
Number of retired or separated participants receiving benefits 2013-01-01 15
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 142
Number of participants with account balances 2013-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DAY CARE ASSOCIATION OF MONTGOMERY COUNTY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 146
Number of other retired or separated participants entitled to future benefits 2012-01-01 11
Total of all active and inactive participants 2012-01-01 157
Total participants 2012-01-01 157
Number of participants with account balances 2012-01-01 49
2011: DAY CARE ASSOCIATION OF MONTGOMERY COUNTY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 162
Number of other retired or separated participants entitled to future benefits 2011-01-01 9
Total of all active and inactive participants 2011-01-01 171
Total participants 2011-01-01 171
Number of participants with account balances 2011-01-01 50
2010: DAY CARE ASSOCIATION OF MONTGOMERY COUNTY 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 205
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 158
Number of other retired or separated participants entitled to future benefits 2010-01-01 5
Total of all active and inactive participants 2010-01-01 163
Total participants 2010-01-01 163
Number of participants with account balances 2010-01-01 49
2009: DAY CARE ASSOCIATION OF MONTGOMERY COUNTY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 168
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 37
Total of all active and inactive participants 2009-01-01 205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 205
Number of participants with account balances 2009-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2016: DAY CARE ASSOCIATION OF MONTGOMERY COUNTY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	188
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	156
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	21
Total of all active and inactive participants	2016-01-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	178
Number of participants with account balances	2016-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: DAY CARE ASSOCIATION OF MONTGOMERY COUNTY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	174
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	14
Total of all active and inactive participants	2015-01-01	188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	188
Number of participants with account balances	2015-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: DAY CARE ASSOCIATION OF MONTGOMERY COUNTY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	149
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	12
Total of all active and inactive participants	2014-01-01	161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	161
Number of participants with account balances	2014-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	25
2013: DAY CARE ASSOCIATION OF MONTGOMERY COUNTY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	127
Number of retired or separated participants receiving benefits	2013-01-01	15
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	142
Number of participants with account balances	2013-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DAY CARE ASSOCIATION OF MONTGOMERY COUNTY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	146
Number of other retired or separated participants entitled to future benefits	2012-01-01	11
Total of all active and inactive participants	2012-01-01	157
Total participants	2012-01-01	157
Number of participants with account balances	2012-01-01	49
2011: DAY CARE ASSOCIATION OF MONTGOMERY COUNTY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	162
Number of other retired or separated participants entitled to future benefits	2011-01-01	9
Total of all active and inactive participants	2011-01-01	171
Total participants	2011-01-01	171
Number of participants with account balances	2011-01-01	50
2010: DAY CARE ASSOCIATION OF MONTGOMERY COUNTY 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	205
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	158
Number of other retired or separated participants entitled to future benefits	2010-01-01	5
Total of all active and inactive participants	2010-01-01	163
Total participants	2010-01-01	163
Number of participants with account balances	2010-01-01	49
2009: DAY CARE ASSOCIATION OF MONTGOMERY COUNTY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	168
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	37
Total of all active and inactive participants	2009-01-01	205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	205
Number of participants with account balances	2009-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on DAY CARE ASSOCIATION OF MONTGOMERY COUNTY 401(K) PLAN

Measure	Date	Value
2016 : DAY CARE ASSOCIATION OF MONTGOMERY COUNTY 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$326,363
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$94,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$91,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$205,895
Value of total assets at end of year	2016-12-31	$1,922,397
Value of total assets at beginning of year	2016-12-31	$1,690,159
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,306
Total interest from all sources	2016-12-31	$1,546
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$991
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$120,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$128,004
Participant contributions at end of year	2016-12-31	$48,257
Participant contributions at beginning of year	2016-12-31	$42,297
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$92
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Income. Non cash contributions	2016-12-31	$0
Value of net income/loss	2016-12-31	$232,238
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,922,397
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,690,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$1,081
Value of interest in pooled separate accounts at end of year	2016-12-31	$1,874,140
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,647,862
Income. Interest from loans (other than to participants)	2016-12-31	$1,546
Net investment gain/loss from pooled separate accounts	2016-12-31	$118,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$77,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$91,819
Contract administrator fees	2016-12-31	$234
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WIPFLI LLP
Accountancy firm EIN	2016-12-31	390758449
2015 : DAY CARE ASSOCIATION OF MONTGOMERY COUNTY 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$239,336
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$5,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$3,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$267,832
Value of total assets at end of year	2015-12-31	$1,690,159
Value of total assets at beginning of year	2015-12-31	$1,456,186
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$2,128
Total interest from all sources	2015-12-31	$1,630
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$120,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$117,530
Participant contributions at end of year	2015-12-31	$42,297
Participant contributions at beginning of year	2015-12-31	$45,697
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$77,140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Income. Non cash contributions	2015-12-31	$0
Value of net income/loss	2015-12-31	$233,973
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,690,159
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,456,186
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$1,876
Value of interest in pooled separate accounts at end of year	2015-12-31	$1,647,862
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$1,410,489
Income. Interest from loans (other than to participants)	2015-12-31	$1,630
Net investment gain/loss from pooled separate accounts	2015-12-31	$-30,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$73,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$3,235
Contract administrator fees	2015-12-31	$252
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WIPFLI LLP
Accountancy firm EIN	2015-12-31	390758449
2014 : DAY CARE ASSOCIATION OF MONTGOMERY COUNTY 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$187,914
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$68,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$65,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$126,902
Value of total assets at end of year	2014-12-31	$1,456,186
Value of total assets at beginning of year	2014-12-31	$1,336,293
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$2,225
Total interest from all sources	2014-12-31	$2,057
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$200,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$68,419
Participant contributions at end of year	2014-12-31	$45,697
Participant contributions at beginning of year	2014-12-31	$55,398
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$1,207
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Income. Non cash contributions	2014-12-31	$0
Value of net income/loss	2014-12-31	$119,893
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,456,186
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,336,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$1,164
Value of interest in pooled separate accounts at end of year	2014-12-31	$1,410,489
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$1,280,895
Interest on participant loans	2014-12-31	$2,057
Net investment gain/loss from pooled separate accounts	2014-12-31	$58,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$57,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$65,796
Contract administrator fees	2014-12-31	$1,061
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	WIPFLI LLP
Accountancy firm EIN	2014-12-31	390758449
2013 : DAY CARE ASSOCIATION OF MONTGOMERY COUNTY 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$297,879
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$92,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$89,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$122,452
Value of total assets at end of year	2013-12-31	$1,336,293
Value of total assets at beginning of year	2013-12-31	$1,130,697
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$2,640
Total interest from all sources	2013-12-31	$2,379
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$200,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$73,619
Participant contributions at end of year	2013-12-31	$55,398
Participant contributions at beginning of year	2013-12-31	$39,399
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$205,596
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,336,293
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,130,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$2,386
Value of interest in pooled separate accounts at end of year	2013-12-31	$1,280,895
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$1,091,298
Interest on participant loans	2013-12-31	$2,379
Net investment gain/loss from pooled separate accounts	2013-12-31	$173,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$48,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$89,643
Contract administrator fees	2013-12-31	$254
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	ELKO & ASSOCIATES, LTD.
Accountancy firm EIN	2013-12-31	233063393
2012 : DAY CARE ASSOCIATION OF MONTGOMERY COUNTY 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$296,932
Total of all expenses incurred	2012-12-31	$439,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$433,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$158,583
Value of total assets at end of year	2012-12-31	$1,130,697
Value of total assets at beginning of year	2012-12-31	$1,273,695
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$6,179
Total interest from all sources	2012-12-31	$1,759
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$200,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$94,916
Participant contributions at end of year	2012-12-31	$39,399
Participant contributions at beginning of year	2012-12-31	$39,897
Participant contributions at beginning of year	2012-12-31	$3,680
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-142,998
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,130,697
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,273,695
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$4,230
Value of interest in pooled separate accounts at end of year	2012-12-31	$1,091,298
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$1,227,604
Interest on participant loans	2012-12-31	$1,759
Net investment gain/loss from pooled separate accounts	2012-12-31	$136,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$63,667
Employer contributions (assets) at beginning of year	2012-12-31	$2,514
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$433,751
Contract administrator fees	2012-12-31	$1,949
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	ELKO & ASSOCIATES, LTD.
Accountancy firm EIN	2012-12-31	233063393
2011 : DAY CARE ASSOCIATION OF MONTGOMERY COUNTY 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$286,070
Total of all expenses incurred	2011-12-31	$525,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$502,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$300,735
Value of total assets at end of year	2011-12-31	$1,273,695
Value of total assets at beginning of year	2011-12-31	$1,513,427
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$23,780
Total interest from all sources	2011-12-31	$1,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$200,000
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$96,805
Participant contributions at end of year	2011-12-31	$39,897
Participant contributions at beginning of year	2011-12-31	$39,320
Participant contributions at end of year	2011-12-31	$3,680
Participant contributions at beginning of year	2011-12-31	$3,842
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$140,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-239,732
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,273,695
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,513,427
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$3,924
Value of interest in pooled separate accounts at end of year	2011-12-31	$1,227,604
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$1,467,884
Interest on participant loans	2011-12-31	$1,627
Net investment gain/loss from pooled separate accounts	2011-12-31	$-16,292
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$63,930
Employer contributions (assets) at end of year	2011-12-31	$2,514
Employer contributions (assets) at beginning of year	2011-12-31	$2,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$502,022
Contract administrator fees	2011-12-31	$19,856
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	ELKO & ASSOCIATES, LTD.
Accountancy firm EIN	2011-12-31	233063393
2010 : DAY CARE ASSOCIATION OF MONTGOMERY COUNTY 401(K) PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$327,770
Total of all expenses incurred	2010-12-31	$81,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$48,635
Expenses. Certain deemed distributions of participant loans	2010-12-31	$8,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$173,500
Value of total assets at end of year	2010-12-31	$1,513,427
Value of total assets at beginning of year	2010-12-31	$1,267,422
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$25,116
Total interest from all sources	2010-12-31	$1,373
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$200,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$105,779
Participant contributions at end of year	2010-12-31	$39,320
Participant contributions at beginning of year	2010-12-31	$38,038
Participant contributions at end of year	2010-12-31	$3,842
Participant contributions at beginning of year	2010-12-31	$3,552
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$31
Administrative expenses (other) incurred	2010-12-31	$3,897
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$246,005
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,513,427
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,267,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$1,467,884
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$1,223,352
Interest on participant loans	2010-12-31	$1,373
Net investment gain/loss from pooled separate accounts	2010-12-31	$152,897
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$67,690
Employer contributions (assets) at end of year	2010-12-31	$2,381
Employer contributions (assets) at beginning of year	2010-12-31	$2,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$48,635
Contract administrator fees	2010-12-31	$21,219
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	ELKO & ASSOCIATES, LTD.
Accountancy firm EIN	2010-12-31	233063393

Form 5500 Responses for DAY CARE ASSOCIATION OF MONTGOMERY COUNTY 401(K) PLAN

2016: DAY CARE ASSOCIATION OF MONTGOMERY COUNTY 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: DAY CARE ASSOCIATION OF MONTGOMERY COUNTY 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DAY CARE ASSOCIATION OF MONTGOMERY COUNTY 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DAY CARE ASSOCIATION OF MONTGOMERY COUNTY 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: DAY CARE ASSOCIATION OF MONTGOMERY COUNTY 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: DAY CARE ASSOCIATION OF MONTGOMERY COUNTY 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: DAY CARE ASSOCIATION OF MONTGOMERY COUNTY 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: DAY CARE ASSOCIATION OF MONTGOMERY COUNTY 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

20291

Policy instance

Insurance contract or identification number	20291
Number of Individuals Covered	75
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $9,743
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $7,869
Insurance broker organization code?	3
Insurance broker name	NFP LINCOLN BENEFITS GROUP

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

20291

Policy instance

Insurance contract or identification number	20291
Number of Individuals Covered	56
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $8,931
Total amount of fees paid to insurance company	USD $58
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $6,976
Insurance broker organization code?	3
Amount paid for insurance broker fees	58
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker name	NFP LINCOLN BENEFITS GROUP

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

20291

Policy instance

Insurance contract or identification number	20291
Number of Individuals Covered	45
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $6,506
Total amount of fees paid to insurance company	USD $2,385
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $6,173
Insurance broker organization code?	3
Amount paid for insurance broker fees	1814
Insurance broker name	STRATEGIC PLANNING RESOURCES, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

20291

Policy instance

Insurance contract or identification number	20291
Number of Individuals Covered	49
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $12,416
Total amount of fees paid to insurance company	USD $4,230
Commission paid to Insurance Broker	USD $392
Amount paid for insurance broker fees	4230
Insurance broker organization code?	5
Insurance broker name	INDEPENDENT FINANCIAL PART

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

20291

Policy instance

Insurance contract or identification number	20291
Number of Individuals Covered	50
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $13,403
Total amount of fees paid to insurance company	USD $3,924

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

20291

Policy instance

Insurance contract or identification number	20291
Number of Individuals Covered	49
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $18,075
Commission paid to Insurance Broker	USD $5,949
Insurance broker organization code?	5
Insurance broker name	LPL FINANCIAL CORPORATION

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Company Name:	DAY CARE ASSOCIATION OF MONTGOMERY COUNTY T/A MONTGOMERY EARLY
Employer identification number (EIN):	231676839
NAIC Classification:	624410
NAIC Description:	Child Day Care Services