401k Plan data: CATHOLIC CHARITIES 401(K) PLAN plan

CATHOLIC CHARITIES 401(K) PLAN 401k Plan overview

Plan Name	CATHOLIC CHARITIES 401(K) PLAN
Plan identification number	001

CATHOLIC CHARITIES 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.
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

CATHOLIC CHARITIES OF THE DIOCESE OF PEORIA has sponsored the creation of one or more 401k plans.

Company Name: CATHOLIC CHARITIES OF THE DIOCESE OF PEORIA

Employer identification number (EIN): 370662513

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CATHOLIC CHARITIES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 JAMES STOLT
001 2012-01-01 JAMES STOLT
001 2011-01-01 JAMES E. STOLT
001 2010-01-01 JAMES STOLT JAMES STOLT 2011-10-13
001 2009-01-01 JEFF MYERS

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	JAMES STOLT
001	2012-01-01	JAMES STOLT
001	2011-01-01	JAMES E. STOLT
001	2010-01-01	JAMES STOLT	JAMES STOLT	2011-10-13
001	2009-01-01	JEFF MYERS

Plan Statistics for CATHOLIC CHARITIES 401(K) PLAN

401k plan membership statisitcs for CATHOLIC CHARITIES 401(K) PLAN

Measure Date Value
2013: CATHOLIC CHARITIES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 338
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CATHOLIC CHARITIES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 360
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 182
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 156
Total of all active and inactive participants 2012-01-01 338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 338
Number of participants with account balances 2012-01-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CATHOLIC CHARITIES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 380
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 269
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 58
Total of all active and inactive participants 2011-01-01 327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 327
Number of participants with account balances 2011-01-01 240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2010: CATHOLIC CHARITIES 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 369
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 277
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 77
Total of all active and inactive participants 2010-01-01 354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 355
Number of participants with account balances 2010-01-01 265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 7
2009: CATHOLIC CHARITIES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 396
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 277
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 69
Total of all active and inactive participants 2009-01-01 346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 2
Total participants 2009-01-01 348
Number of participants with account balances 2009-01-01 270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 9

Measure	Date	Value
2013: CATHOLIC CHARITIES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	338
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CATHOLIC CHARITIES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	360
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	182
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	156
Total of all active and inactive participants	2012-01-01	338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	338
Number of participants with account balances	2012-01-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CATHOLIC CHARITIES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	380
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	269
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	58
Total of all active and inactive participants	2011-01-01	327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	327
Number of participants with account balances	2011-01-01	240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2010: CATHOLIC CHARITIES 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	369
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	277
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	77
Total of all active and inactive participants	2010-01-01	354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	355
Number of participants with account balances	2010-01-01	265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	7
2009: CATHOLIC CHARITIES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	396
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	277
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	69
Total of all active and inactive participants	2009-01-01	346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	2
Total participants	2009-01-01	348
Number of participants with account balances	2009-01-01	270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	9

Financial Data on CATHOLIC CHARITIES 401(K) PLAN

Measure	Date	Value
2013 : CATHOLIC CHARITIES 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-05-31	$0
Total income from all sources (including contributions)	2013-05-31	$221,317
Total loss/gain on sale of assets	2013-05-31	$0
Total of all expenses incurred	2013-05-31	$6,088,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-05-31	$6,076,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-05-31	$0
Value of total assets at end of year	2013-05-31	$0
Value of total assets at beginning of year	2013-05-31	$5,867,509
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-05-31	$11,950
Total interest from all sources	2013-05-31	$18
Total dividends received (eg from common stock, registered investment company shares)	2013-05-31	$12,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-05-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2013-05-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2013-05-31	$12,521
Was this plan covered by a fidelity bond	2013-05-31	Yes
Value of fidelity bond cover	2013-05-31	$10,000,000
If this is an individual account plan, was there a blackout period	2013-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-05-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-05-31	No
Value of net income/loss	2013-05-31	$-5,867,509
Value of net assets at end of year (total assets less liabilities)	2013-05-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2013-05-31	$5,867,509
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-05-31	No
Were any leases to which the plan was party in default or uncollectible	2013-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-05-31	$5,264,627
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-05-31	$602,882
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-05-31	$602,882
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-05-31	$18
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-05-31	$208,778
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-05-31	No
Was there a failure to transmit to the plan any participant contributions	2013-05-31	No
Has the plan failed to provide any benefit when due under the plan	2013-05-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-05-31	$6,076,876
Contract administrator fees	2013-05-31	$11,950
Did the plan have assets held for investment	2013-05-31	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	2013-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-05-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-05-31	Disclaimer
Accountancy firm name	2013-05-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2013-05-31	410746749
2012 : CATHOLIC CHARITIES 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$853,307
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$2,340,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,335,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$93,052
Value of total assets at end of year	2012-12-31	$5,867,509
Value of total assets at beginning of year	2012-12-31	$7,354,627
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$5,022
Total interest from all sources	2012-12-31	$95
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$119,972
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2012-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$119,972
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
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	$93,052
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	$-1,487,118
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,867,509
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$7,354,627
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	$5,264,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$6,425,637
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$602,882
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$734,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$734,668
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$95
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$640,188
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
Employer contributions (assets) at beginning of year	2012-12-31	$194,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,335,403
Contract administrator fees	2012-12-31	$5,022
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	Yes
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2012-12-31	410746749
2011 : CATHOLIC CHARITIES 401(K) PLAN 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	$357,106
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$691,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$688,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$603,961
Value of total assets at end of year	2011-12-31	$7,354,627
Value of total assets at beginning of year	2011-12-31	$7,689,203
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$3,600
Total interest from all sources	2011-12-31	$78
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$146,263
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$146,263
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	$392,323
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$17,320
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	$-334,576
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$7,354,627
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$7,689,203
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	$6,425,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$6,755,250
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$734,668
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$741,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$741,744
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$78
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-393,196
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	$194,318
Employer contributions (assets) at end of year	2011-12-31	$194,322
Employer contributions (assets) at beginning of year	2011-12-31	$192,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$688,082
Contract administrator fees	2011-12-31	$3,600
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	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2011-12-31	410746749
2010 : CATHOLIC CHARITIES 401(K) PLAN 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	$1,545,711
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$562,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$562,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$723,882
Value of total assets at end of year	2010-12-31	$7,689,203
Value of total assets at beginning of year	2010-12-31	$6,706,203
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$360
Total interest from all sources	2010-12-31	$78
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$134,453
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$134,453
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	$392,625
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$2,407
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$139,048
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	$983,000
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$7,689,203
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$6,706,203
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	$6,755,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$5,695,261
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$741,744
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$779,917
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$779,917
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$78
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$687,298
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	$192,209
Employer contributions (assets) at end of year	2010-12-31	$192,209
Employer contributions (assets) at beginning of year	2010-12-31	$228,618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$562,351
Contract administrator fees	2010-12-31	$360
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	CLIFTON GUNDERSON
Accountancy firm EIN	2010-12-31	370802863
2009 : CATHOLIC CHARITIES 401(K) PLAN 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

Form 5500 Responses for CATHOLIC CHARITIES 401(K) PLAN

2013: CATHOLIC CHARITIES 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	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CATHOLIC CHARITIES 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CATHOLIC CHARITIES 401(K) PLAN 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: CATHOLIC CHARITIES 401(K) PLAN 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 – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CATHOLIC CHARITIES 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CATHOLIC CHARITIES OF THE DIOCESE OF PEORIA
Employer identification number (EIN):	370662513
NAIC Classification:	624100
NAIC Description:	Individual and Family Services