Plan Name | 403B THRIFT PLAN OF PEORIA ASSOCIATION FOR RETARDED CITIZENS, INC. |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | EMPOWERING PEOPLE INSPIRING CAPABILITIES |
Employer identification number (EIN): | 370794792 |
NAIC Classification: | 623000 |
NAIC Description: | Nursing and Residential Care Facilities |
Additional information about EMPOWERING PEOPLE INSPIRING CAPABILITIES
Jurisdiction of Incorporation: | Colorado Department of State |
Incorporation Date: | 2005-06-30 |
Company Identification Number: | 20051255192 |
Legal Registered Office Address: |
10200 Park Meadows Drive Suite 2512 Littleton United States of America (USA) 80124 |
More information about EMPOWERING PEOPLE INSPIRING CAPABILITIES
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2009-07-01 | STUART SCHMITT |
Measure | Date | Value |
---|---|---|
2009: 403B THRIFT PLAN OF PEORIA ASSOCIATION FOR RETARDED CITIZENS, INC. 2009 401k membership | ||
Total participants, beginning-of-year | 2009-07-01 | 132 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 120 |
Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 9 |
Total of all active and inactive participants | 2009-07-01 | 129 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 1 |
Total participants | 2009-07-01 | 130 |
Number of participants with account balances | 2009-07-01 | 130 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 1 |
Measure | Date | Value |
---|---|---|
2011 : 403B THRIFT PLAN OF PEORIA ASSOCIATION FOR RETARDED CITIZENS, INC. 2011 401k financial data | ||
Total transfer of assets from this plan | 2011-02-03 | $-311,229 |
Total income from all sources (including contributions) | 2011-02-03 | $49,840 |
Total of all expenses incurred | 2011-02-03 | $10,319 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-02-03 | $9,703 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-02-03 | $18,932 |
Value of total assets at end of year | 2011-02-03 | $0 |
Value of total assets at beginning of year | 2011-02-03 | $271,708 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-02-03 | $616 |
Total interest from all sources | 2011-02-03 | $1,577 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-02-03 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2011-02-03 | $0 |
Was this plan covered by a fidelity bond | 2011-02-03 | Yes |
Value of fidelity bond cover | 2011-02-03 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-02-03 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-02-03 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-02-03 | No |
Contributions received from participants | 2011-02-03 | $13,854 |
Participant contributions at end of year | 2011-02-03 | $0 |
Participant contributions at beginning of year | 2011-02-03 | $4,352 |
Participant contributions at end of year | 2011-02-03 | $0 |
Participant contributions at beginning of year | 2011-02-03 | $993 |
Administrative expenses (other) incurred | 2011-02-03 | $616 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-02-03 | No |
Value of net income/loss | 2011-02-03 | $39,521 |
Value of net assets at end of year (total assets less liabilities) | 2011-02-03 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-02-03 | $271,708 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-02-03 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-02-03 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-02-03 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-02-03 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-02-03 | $160,195 |
Interest earned on other investments | 2011-02-03 | $1,577 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-02-03 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-02-03 | $105,801 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-02-03 | $29,331 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-02-03 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-02-03 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-02-03 | No |
Contributions received in cash from employer | 2011-02-03 | $5,078 |
Employer contributions (assets) at end of year | 2011-02-03 | $0 |
Employer contributions (assets) at beginning of year | 2011-02-03 | $367 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-02-03 | $9,703 |
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 | 2011-02-03 | No |
Did the plan have assets held for investment | 2011-02-03 | 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 | 2011-02-03 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-02-03 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-02-03 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-02-03 | Disclaimer |
Accountancy firm name | 2011-02-03 | CLIFTONLARSENALLEN, LLP |
Accountancy firm EIN | 2011-02-03 | 410746749 |
2010 : 403B THRIFT PLAN OF PEORIA ASSOCIATION FOR RETARDED CITIZENS, INC. 2010 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |
2009: 403B THRIFT PLAN OF PEORIA ASSOCIATION FOR RETARDED CITIZENS, INC. 2009 form 5500 responses | ||
---|---|---|
2009-07-01 | Type of plan entity | Single employer plan |
2009-07-01 | This submission is the final filing | No |
2009-07-01 | Plan funding arrangement – Insurance | Yes |
2009-07-01 | Plan benefit arrangement – Insurance | Yes |