Plan Name | 403(B) THRIFT PLAN OF WEST SIDE ECUMENICAL MINISTRY |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | WEST SIDE ECUMENICAL MINISTRY |
Employer identification number (EIN): | 237034175 |
NAIC Classification: | 813000 |
NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about WEST SIDE ECUMENICAL MINISTRY
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1971-09-17 |
Company Identification Number: | 415469 |
Legal Registered Office Address: |
23240 CHAGRIN BLVD. SUITE 845 CLEVELAND United States of America (USA) 44122 |
More information about WEST SIDE ECUMENICAL MINISTRY
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2012-01-01 | ROBERT M. JAECKIN | |||
002 | 2011-01-01 | ROBERT M. JAECKIN | |||
002 | 2010-01-01 | ROBERT M. JAECKIN | ROBERT M. JAECKIN | 2011-10-13 | |
002 | 2009-01-01 | ROBERT M. JAECKIN | ROBERT M. JAECKIN | 2010-10-14 |
Measure | Date | Value |
---|---|---|
2012: 403(B) THRIFT PLAN OF WEST SIDE ECUMENICAL MINISTRY 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 166 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 0 |
Number of participants with account balances | 2012-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: 403(B) THRIFT PLAN OF WEST SIDE ECUMENICAL MINISTRY 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 242 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 134 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 30 |
Total of all active and inactive participants | 2011-01-01 | 165 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 166 |
Number of participants with account balances | 2011-01-01 | 84 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: 403(B) THRIFT PLAN OF WEST SIDE ECUMENICAL MINISTRY 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 242 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 213 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 28 |
Total of all active and inactive participants | 2010-01-01 | 241 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 1 |
Total participants | 2010-01-01 | 242 |
Number of participants with account balances | 2010-01-01 | 86 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: 403(B) THRIFT PLAN OF WEST SIDE ECUMENICAL MINISTRY 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 251 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 225 |
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 | 25 |
Total of all active and inactive participants | 2009-01-01 | 250 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 251 |
Number of participants with account balances | 2009-01-01 | 83 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 4 |
Measure | Date | Value |
---|---|---|
2012 : 403(B) THRIFT PLAN OF WEST SIDE ECUMENICAL MINISTRY 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-03-01 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-03-01 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-03-01 | $0 |
Total income from all sources (including contributions) | 2012-03-01 | $49,866 |
Total loss/gain on sale of assets | 2012-03-01 | $0 |
Total of all expenses incurred | 2012-03-01 | $1,113,406 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-03-01 | $1,113,406 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-03-01 | $0 |
Value of total assets at end of year | 2012-03-01 | $0 |
Value of total assets at beginning of year | 2012-03-01 | $1,063,540 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-03-01 | $0 |
Total interest from all sources | 2012-03-01 | $1,187 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-03-01 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-03-01 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2012-03-01 | $0 |
Was this plan covered by a fidelity bond | 2012-03-01 | Yes |
Value of fidelity bond cover | 2012-03-01 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-03-01 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-03-01 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-03-01 | No |
Contributions received from participants | 2012-03-01 | $0 |
Participant contributions at beginning of year | 2012-03-01 | $4,699 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-03-01 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-03-01 | No |
Value of net income/loss | 2012-03-01 | $-1,063,540 |
Value of net assets at end of year (total assets less liabilities) | 2012-03-01 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-03-01 | $1,063,540 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-03-01 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-03-01 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-03-01 | No |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-03-01 | $663,571 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-03-01 | $1,187 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-03-01 | $393,842 |
Net investment gain/loss from pooled separate accounts | 2012-03-01 | $48,679 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-03-01 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-03-01 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-03-01 | No |
Contributions received in cash from employer | 2012-03-01 | $0 |
Employer contributions (assets) at beginning of year | 2012-03-01 | $1,428 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-03-01 | $1,113,406 |
Did the plan have assets held for investment | 2012-03-01 | 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 | 2012-03-01 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-03-01 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-03-01 | No |
Opinion of an independent qualified public accountant for this plan | 2012-03-01 | Disclaimer |
Accountancy firm name | 2012-03-01 | MCGLADREY LLP. |
Accountancy firm EIN | 2012-03-01 | 420714325 |
2011 : 403(B) THRIFT PLAN OF WEST SIDE ECUMENICAL MINISTRY 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 | $133,303 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $146,391 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $146,391 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $142,656 |
Value of total assets at end of year | 2011-12-31 | $1,063,540 |
Value of total assets at beginning of year | 2011-12-31 | $1,076,628 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $7,946 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $107,780 |
Participant contributions at end of year | 2011-12-31 | $4,699 |
Participant contributions at beginning of year | 2011-12-31 | $3,591 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $1,037 |
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 | $-13,088 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,063,540 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,076,628 |
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 registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $663,571 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $672,937 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $7,946 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $393,842 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $398,815 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-17,299 |
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 | $33,839 |
Employer contributions (assets) at end of year | 2011-12-31 | $1,428 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $1,285 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $146,391 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 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 |
2010 : 403(B) THRIFT PLAN OF WEST SIDE ECUMENICAL MINISTRY 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 | $267,162 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $65,594 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $65,364 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $181,297 |
Value of total assets at end of year | 2010-12-31 | $1,076,628 |
Value of total assets at beginning of year | 2010-12-31 | $875,060 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $230 |
Total interest from all sources | 2010-12-31 | $10,502 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $88,511 |
Participant contributions at end of year | 2010-12-31 | $3,591 |
Participant contributions at beginning of year | 2010-12-31 | $4,541 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $63,201 |
Other income not declared elsewhere | 2010-12-31 | $0 |
Administrative expenses (other) incurred | 2010-12-31 | $230 |
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 | $201,568 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,076,628 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $875,060 |
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 registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $672,937 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $504,051 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $10,502 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $398,815 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $366,468 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $75,363 |
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 | $29,585 |
Employer contributions (assets) at end of year | 2010-12-31 | $1,285 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $65,364 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | MCGLADREY & PULLEN |
Accountancy firm EIN | 2010-12-31 | 420714325 |
2009 : 403(B) THRIFT PLAN OF WEST SIDE ECUMENICAL MINISTRY 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2012: 403(B) THRIFT PLAN OF WEST SIDE ECUMENICAL MINISTRY 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 | Yes |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
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: 403(B) THRIFT PLAN OF WEST SIDE ECUMENICAL MINISTRY 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2010: 403(B) THRIFT PLAN OF WEST SIDE ECUMENICAL MINISTRY 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2009: 403(B) THRIFT PLAN OF WEST SIDE ECUMENICAL MINISTRY 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 | 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 |