401k Plan data: 403B THRIFT PLAN OF BELL SOCIALIZATION SERVICES, I plan

403B THRIFT PLAN OF BELL SOCIALIZATION SERVICES, I 401k Plan overview

Plan Name	403B THRIFT PLAN OF BELL SOCIALIZATION SERVICES, I
Plan identification number	002

403B THRIFT PLAN OF BELL SOCIALIZATION SERVICES, I Benefits

401k Plan Type

Defined 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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.

401k Sponsoring company profile

BELL SOCIALIZATION SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: BELL SOCIALIZATION SERVICES, INC.

Employer identification number (EIN): 231896438

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403B THRIFT PLAN OF BELL SOCIALIZATION SERVICES, I

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-01-01 KEVIN D. TRAISTER
002 2013-01-01 KEVIN D. TRAISTER
002 2012-01-01 KEVIN D. TRAISTER
002 2011-01-01 KEVIN D. TRAISTER
002 2010-01-01 KEVIN D. TRAISTER
002 2009-01-01 KEVIN D. TRAISTER
002 2008-01-01

Plan Statistics for 403B THRIFT PLAN OF BELL SOCIALIZATION SERVICES, I

401k plan membership statisitcs for 403B THRIFT PLAN OF BELL SOCIALIZATION SERVICES, I

Measure Date Value
2014: 403B THRIFT PLAN OF BELL SOCIALIZATION SERVICES, I 2014 401k membership
Total participants, beginning-of-year 2014-01-01 306
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
2013: 403B THRIFT PLAN OF BELL SOCIALIZATION SERVICES, I 2013 401k membership
Total participants, beginning-of-year 2013-01-01 326
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 282
Number of other retired or separated participants entitled to future benefits 2013-01-01 24
Total of all active and inactive participants 2013-01-01 306
Total participants 2013-01-01 306
Number of participants with account balances 2013-01-01 84
2012: 403B THRIFT PLAN OF BELL SOCIALIZATION SERVICES, I 2012 401k membership
Total participants, beginning-of-year 2012-01-01 326
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 299
Number of other retired or separated participants entitled to future benefits 2012-01-01 27
Total of all active and inactive participants 2012-01-01 326
Total participants 2012-01-01 326
Number of participants with account balances 2012-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: 403B THRIFT PLAN OF BELL SOCIALIZATION SERVICES, I 2011 401k membership
Total participants, beginning-of-year 2011-01-01 321
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 305
Number of other retired or separated participants entitled to future benefits 2011-01-01 21
Total of all active and inactive participants 2011-01-01 326
Total participants 2011-01-01 326
Number of participants with account balances 2011-01-01 86
2010: 403B THRIFT PLAN OF BELL SOCIALIZATION SERVICES, I 2010 401k membership
Total participants, beginning-of-year 2010-01-01 319
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 310
Number of other retired or separated participants entitled to future benefits 2010-01-01 11
Total of all active and inactive participants 2010-01-01 321
Total participants 2010-01-01 321
Number of participants with account balances 2010-01-01 75
2009: 403B THRIFT PLAN OF BELL SOCIALIZATION SERVICES, I 2009 401k membership
Total participants, beginning-of-year 2009-01-01 310
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 319
Number of other retired or separated participants entitled to future benefits 2009-01-01 10
Total of all active and inactive participants 2009-01-01 329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 329
Number of participants with account balances 2009-01-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: 403B THRIFT PLAN OF BELL SOCIALIZATION SERVICES, I 2014 401k membership
Total participants, beginning-of-year	2014-01-01	306
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
2013: 403B THRIFT PLAN OF BELL SOCIALIZATION SERVICES, I 2013 401k membership
Total participants, beginning-of-year	2013-01-01	326
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	282
Number of other retired or separated participants entitled to future benefits	2013-01-01	24
Total of all active and inactive participants	2013-01-01	306
Total participants	2013-01-01	306
Number of participants with account balances	2013-01-01	84
2012: 403B THRIFT PLAN OF BELL SOCIALIZATION SERVICES, I 2012 401k membership
Total participants, beginning-of-year	2012-01-01	326
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	299
Number of other retired or separated participants entitled to future benefits	2012-01-01	27
Total of all active and inactive participants	2012-01-01	326
Total participants	2012-01-01	326
Number of participants with account balances	2012-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: 403B THRIFT PLAN OF BELL SOCIALIZATION SERVICES, I 2011 401k membership
Total participants, beginning-of-year	2011-01-01	321
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	305
Number of other retired or separated participants entitled to future benefits	2011-01-01	21
Total of all active and inactive participants	2011-01-01	326
Total participants	2011-01-01	326
Number of participants with account balances	2011-01-01	86
2010: 403B THRIFT PLAN OF BELL SOCIALIZATION SERVICES, I 2010 401k membership
Total participants, beginning-of-year	2010-01-01	319
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	310
Number of other retired or separated participants entitled to future benefits	2010-01-01	11
Total of all active and inactive participants	2010-01-01	321
Total participants	2010-01-01	321
Number of participants with account balances	2010-01-01	75
2009: 403B THRIFT PLAN OF BELL SOCIALIZATION SERVICES, I 2009 401k membership
Total participants, beginning-of-year	2009-01-01	310
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	319
Number of other retired or separated participants entitled to future benefits	2009-01-01	10
Total of all active and inactive participants	2009-01-01	329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	329
Number of participants with account balances	2009-01-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on 403B THRIFT PLAN OF BELL SOCIALIZATION SERVICES, I

Measure	Date	Value
2014 : 403B THRIFT PLAN OF BELL SOCIALIZATION SERVICES, I 2014 401k financial data
Total income from all sources (including contributions)	2014-09-30	$89,262
Total of all expenses incurred	2014-09-30	$1,152,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-09-30	$1,152,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-09-30	$63,619
Value of total assets at end of year	2014-09-30	$0
Value of total assets at beginning of year	2014-09-30	$1,063,047
Total interest from all sources	2014-09-30	$1,978
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-09-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2014-09-30	$0
Was this plan covered by a fidelity bond	2014-09-30	Yes
Value of fidelity bond cover	2014-09-30	$500,000
If this is an individual account plan, was there a blackout period	2014-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-09-30	No
Contributions received from participants	2014-09-30	$43,867
Income. Received or receivable in cash from other sources (including rollovers)	2014-09-30	$2,641
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-09-30	No
Value of net income/loss	2014-09-30	$-1,063,047
Value of net assets at end of year (total assets less liabilities)	2014-09-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2014-09-30	$1,063,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-09-30	No
Were any leases to which the plan was party in default or uncollectible	2014-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-09-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-09-30	$805,365
Interest earned on other investments	2014-09-30	$1,978
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-09-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-09-30	$257,682
Net investment gain/loss from pooled separate accounts	2014-09-30	$23,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-09-30	No
Was there a failure to transmit to the plan any participant contributions	2014-09-30	No
Has the plan failed to provide any benefit when due under the plan	2014-09-30	No
Contributions received in cash from employer	2014-09-30	$17,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-09-30	$1,152,309
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-09-30	No
Did the plan have assets held for investment	2014-09-30	No
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	2014-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-09-30	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-09-30	Disclaimer
Accountancy firm name	2014-09-30	REINSEL KUNTZ LESHER, LLP
Accountancy firm EIN	2014-09-30	232108173
2013 : 403B THRIFT PLAN OF BELL SOCIALIZATION SERVICES, I 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$246,249
Total of all expenses incurred	2013-12-31	$65,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$65,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$99,293
Value of total assets at end of year	2013-12-31	$1,063,047
Value of total assets at beginning of year	2013-12-31	$882,054
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$2,670
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	$500,000
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	$71,214
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$2,778
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	$180,993
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,063,047
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$882,054
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$805,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$644,661
Interest earned on other investments	2013-12-31	$2,670
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$257,682
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$233,526
Net investment gain/loss from pooled separate accounts	2013-12-31	$144,286
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	$28,079
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$1,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$65,256
Contract administrator fees	2013-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
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	REINSEL KUNTZ LESHER, LLP
Accountancy firm EIN	2013-12-31	232108173
2012 : 403B THRIFT PLAN OF BELL SOCIALIZATION SERVICES, I 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$182,680
Total of all expenses incurred	2012-12-31	$51,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$50,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$114,489
Value of total assets at end of year	2012-12-31	$882,054
Value of total assets at beginning of year	2012-12-31	$750,947
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,029
Total interest from all sources	2012-12-31	$3,651
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	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$78,465
Participant contributions at end of year	2012-12-31	$2,778
Participant contributions at beginning of year	2012-12-31	$2,931
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$4,886
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	$131,107
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$882,054
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$750,947
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$644,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$0
Value of interest in pooled separate accounts at end of year	2012-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$520,108
Interest earned on other investments	2012-12-31	$3,651
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$233,526
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$224,516
Net investment gain/loss from pooled separate accounts	2012-12-31	$64,540
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	$31,138
Employer contributions (assets) at end of year	2012-12-31	$1,089
Employer contributions (assets) at beginning of year	2012-12-31	$3,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$50,544
Contract administrator fees	2012-12-31	$1,029
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
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	REINSEL KUNTZ LESHER, LLP
Accountancy firm EIN	2012-12-31	232108173
2011 : 403B THRIFT PLAN OF BELL SOCIALIZATION SERVICES, I 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$125,770
Total of all expenses incurred	2011-12-31	$10,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$9,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$133,211
Value of total assets at end of year	2011-12-31	$750,947
Value of total assets at beginning of year	2011-12-31	$636,110
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,111
Total interest from all sources	2011-12-31	$3,996
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	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$76,500
Participant contributions at end of year	2011-12-31	$2,931
Participant contributions at beginning of year	2011-12-31	$2,841
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$24,561
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	$114,837
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$750,947
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$636,110
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
Value of interest in pooled separate accounts at end of year	2011-12-31	$520,108
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$460,221
Interest earned on other investments	2011-12-31	$3,996
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$224,516
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$171,919
Net investment gain/loss from pooled separate accounts	2011-12-31	$-11,437
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	Yes
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	$32,150
Employer contributions (assets) at end of year	2011-12-31	$3,392
Employer contributions (assets) at beginning of year	2011-12-31	$1,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$9,822
Contract administrator fees	2011-12-31	$1,111
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
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	PARENTEBEARD LLC
Accountancy firm EIN	2011-12-31	232932984
2010 : 403B THRIFT PLAN OF BELL SOCIALIZATION SERVICES, I 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$156,436
Total of all expenses incurred	2010-12-31	$41,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$40,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$100,460
Value of total assets at end of year	2010-12-31	$636,110
Value of total assets at beginning of year	2010-12-31	$521,391
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,029
Total interest from all sources	2010-12-31	$4,247
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	$500,000
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	$72,318
Participant contributions at end of year	2010-12-31	$2,841
Participant contributions at beginning of year	2010-12-31	$7,760
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	$114,719
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$636,110
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$521,391
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	$460,221
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$373,183
Interest earned on other investments	2010-12-31	$4,247
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$171,919
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$137,423
Net investment gain/loss from pooled separate accounts	2010-12-31	$51,729
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	Yes
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	$28,142
Employer contributions (assets) at end of year	2010-12-31	$1,129
Employer contributions (assets) at beginning of year	2010-12-31	$3,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$40,688
Contract administrator fees	2010-12-31	$1,029
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
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	PARENTEBEARD LLC
Accountancy firm EIN	2010-12-31	232932984

Form 5500 Responses for 403B THRIFT PLAN OF BELL SOCIALIZATION SERVICES, I

2014: 403B THRIFT PLAN OF BELL SOCIALIZATION SERVICES, I 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	This submission is the final filing	Yes
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: 403B THRIFT PLAN OF BELL SOCIALIZATION SERVICES, I 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: 403B THRIFT PLAN OF BELL SOCIALIZATION SERVICES, I 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: 403B THRIFT PLAN OF BELL SOCIALIZATION SERVICES, I 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: 403B THRIFT PLAN OF BELL SOCIALIZATION SERVICES, I 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: 403B THRIFT PLAN OF BELL SOCIALIZATION SERVICES, I 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2008: 403B THRIFT PLAN OF BELL SOCIALIZATION SERVICES, I 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	BELL SOCIALIZATION SERVICES, INC.
Employer identification number (EIN):	231896438
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Plan id#	Filing Submission Date	Name of Administrator
002	2014-01-01	KEVIN D. TRAISTER
002	2013-01-01	KEVIN D. TRAISTER
002	2012-01-01	KEVIN D. TRAISTER
002	2011-01-01	KEVIN D. TRAISTER
002	2010-01-01	KEVIN D. TRAISTER
002	2009-01-01	KEVIN D. TRAISTER
002	2008-01-01