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COMMUNITY LIVING SERVICES, INC. MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameCOMMUNITY LIVING SERVICES, INC. MONEY PURCHASE PENSION PLAN
Plan identification number 002

COMMUNITY LIVING SERVICES, INC. MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COMMUNITY LIVING SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY LIVING SERVICES, INC.
Employer identification number (EIN):382849658
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about COMMUNITY LIVING SERVICES, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2005-07-26
Company Identification Number: 0642031
Legal Registered Office Address: 139 MICA RD

RIDGEWAY
United States of America (USA)
24148

More information about COMMUNITY LIVING SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY LIVING SERVICES, INC. MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022010-10-01WILLIAM R. YORDY WILLIAM R. YORDY2011-10-03
0022009-10-01WILLIAM R. YORDY
0022008-10-01

Plan Statistics for COMMUNITY LIVING SERVICES, INC. MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for COMMUNITY LIVING SERVICES, INC. MONEY PURCHASE PENSION PLAN

Measure Date Value
2010: COMMUNITY LIVING SERVICES, INC. MONEY PURCHASE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-01331
Total number of active participants reported on line 7a of the Form 55002010-10-010
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-010
Total of all active and inactive participants2010-10-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-010
Number of participants with account balances2010-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-010
2009: COMMUNITY LIVING SERVICES, INC. MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01225
Total number of active participants reported on line 7a of the Form 55002009-10-01169
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-01159
Total of all active and inactive participants2009-10-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-013
Total participants2009-10-01331
Number of participants with account balances2009-10-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on COMMUNITY LIVING SERVICES, INC. MONEY PURCHASE PENSION PLAN

Measure Date Value
2011 : COMMUNITY LIVING SERVICES, INC. MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-03-02$0
Total transfer of assets from this plan2011-03-02$6,434,330
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-02$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-02$942
Total income from all sources (including contributions)2011-03-02$555,469
Total loss/gain on sale of assets2011-03-02$0
Total of all expenses incurred2011-03-02$35,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-02$33,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-02$97,172
Value of total assets at end of year2011-03-02$0
Value of total assets at beginning of year2011-03-02$5,914,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-02$2,000
Total interest from all sources2011-03-02$0
Total dividends received (eg from common stock, registered investment company shares)2011-03-02$94,891
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-02Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2011-03-02$0
Total dividends received from registered investment company shares (eg mutual funds)2011-03-02$94,891
Administrative expenses professional fees incurred2011-03-02$2,000
Was this plan covered by a fidelity bond2011-03-02Yes
Value of fidelity bond cover2011-03-02$500,000
If this is an individual account plan, was there a blackout period2011-03-02Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-03-02$0
Were there any nonexempt tranactions with any party-in-interest2011-03-02No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-03-02$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-03-02$942
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-02No
Value of net income/loss2011-03-02$520,425
Value of net assets at end of year (total assets less liabilities)2011-03-02$0
Value of net assets at beginning of year (total assets less liabilities)2011-03-02$5,913,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-02No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-02No
Were any leases to which the plan was party in default or uncollectible2011-03-02No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-03-02$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-03-02$5,914,847
Value of interest in common/collective trusts at end of year2011-03-02$0
Value of interest in common/collective trusts at beginning of year2011-03-02$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-03-02$363,406
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-02No
Was there a failure to transmit to the plan any participant contributions2011-03-02No
Has the plan failed to provide any benefit when due under the plan2011-03-02No
Contributions received in cash from employer2011-03-02$97,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-02$33,044
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-03-02Yes
Did the plan have assets held for investment2011-03-02Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-02No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-02No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-02Yes
Opinion of an independent qualified public accountant for this plan2011-03-02Disclaimer
Accountancy firm name2011-03-02HUNGERFORD & CO., CPA'S, PC
Accountancy firm EIN2011-03-02382904869
2010 : COMMUNITY LIVING SERVICES, INC. MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0
Funding deficiency by the employer to the plan for this plan year2010-09-30$0
Minimum employer required contribution for this plan year2010-09-30$0
Amount contributed by the employer to the plan for this plan year2010-09-30$0

Form 5500 Responses for COMMUNITY LIVING SERVICES, INC. MONEY PURCHASE PENSION PLAN

2010: COMMUNITY LIVING SERVICES, INC. MONEY PURCHASE PENSION PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingYes
2010-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes
2009: COMMUNITY LIVING SERVICES, INC. MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: COMMUNITY LIVING SERVICES, INC. MONEY PURCHASE PENSION PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

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