401k Plan data: CATHOLIC CHARITIES RETIREMENT SAVINGS PLAN 401(A) plan

CATHOLIC CHARITIES RETIREMENT SAVINGS PLAN 401(A) 401k Plan overview

Plan Name	CATHOLIC CHARITIES RETIREMENT SAVINGS PLAN 401(A)
Plan identification number	002

CATHOLIC CHARITIES RETIREMENT SAVINGS PLAN 401(A) 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(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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

CATHOLIC CHARITIES DIOCESE OF FORT WORTH INC has sponsored the creation of one or more 401k plans.

Company Name: CATHOLIC CHARITIES DIOCESE OF FORT WORTH INC

Employer identification number (EIN): 750808769

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CATHOLIC CHARITIES RETIREMENT SAVINGS PLAN 401(A)

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2012-01-01 VICKI RUNYON VICKI RUNYON 2017-04-07
002 2011-01-01 MARY GOOSENS
002 2009-01-01 MARY GOOSENS
002 2009-01-01 MARY GOOSENS

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2012-01-01	VICKI RUNYON	VICKI RUNYON	2017-04-07
002	2011-01-01	MARY GOOSENS
002	2009-01-01	MARY GOOSENS
002	2009-01-01	MARY GOOSENS

Plan Statistics for CATHOLIC CHARITIES RETIREMENT SAVINGS PLAN 401(A)

401k plan membership statisitcs for CATHOLIC CHARITIES RETIREMENT SAVINGS PLAN 401(A)

Measure Date Value
2012: CATHOLIC CHARITIES RETIREMENT SAVINGS PLAN 401(A) 2012 401k membership
Total participants, beginning-of-year 2012-01-01 193
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
Total participants 2012-01-01 0
Number of participants with account balances 2012-01-01 0
2011: CATHOLIC CHARITIES RETIREMENT SAVINGS PLAN 401(A) 2011 401k membership
Total participants, beginning-of-year 2011-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 133
Number of other retired or separated participants entitled to future benefits 2011-01-01 60
Total of all active and inactive participants 2011-01-01 193
Total participants 2011-01-01 193
Number of participants with account balances 2011-01-01 193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 10
2009: CATHOLIC CHARITIES RETIREMENT SAVINGS PLAN 401(A) 2009 401k membership
Total participants, beginning-of-year 2009-01-01 174
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 81
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 80
Total of all active and inactive participants 2009-01-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 162
Number of participants with account balances 2009-01-01 162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 59

Measure	Date	Value
2012: CATHOLIC CHARITIES RETIREMENT SAVINGS PLAN 401(A) 2012 401k membership
Total participants, beginning-of-year	2012-01-01	193
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
Total participants	2012-01-01	0
Number of participants with account balances	2012-01-01	0
2011: CATHOLIC CHARITIES RETIREMENT SAVINGS PLAN 401(A) 2011 401k membership
Total participants, beginning-of-year	2011-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	133
Number of other retired or separated participants entitled to future benefits	2011-01-01	60
Total of all active and inactive participants	2011-01-01	193
Total participants	2011-01-01	193
Number of participants with account balances	2011-01-01	193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	10
2009: CATHOLIC CHARITIES RETIREMENT SAVINGS PLAN 401(A) 2009 401k membership
Total participants, beginning-of-year	2009-01-01	174
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	81
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	80
Total of all active and inactive participants	2009-01-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	162
Number of participants with account balances	2009-01-01	162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	59

Financial Data on CATHOLIC CHARITIES RETIREMENT SAVINGS PLAN 401(A)

Measure	Date	Value
2012 : CATHOLIC CHARITIES RETIREMENT SAVINGS PLAN 401(A) 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	$22,174
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$649,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$649,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$3,245
Value of total assets at end of year	2012-12-31	$0
Value of total assets at beginning of year	2012-12-31	$627,575
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$313
Total interest from all sources	2012-12-31	$1,479
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
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	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$3,245
Other income not declared elsewhere	2012-12-31	$0
Administrative expenses (other) incurred	2012-12-31	$313
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
Income. Non cash contributions	2012-12-31	$0
Value of net income/loss	2012-12-31	$-627,575
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$627,575
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	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$507,286
Interest on participant loans	2012-12-31	$0
Interest earned on other investments	2012-12-31	$1,479
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$120,289
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$0
Net investment gain/loss from pooled separate accounts	2012-12-31	$17,450
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	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$649,436
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	WEAVER AND TIDWELL
Accountancy firm EIN	2012-12-31	750786316
2011 : CATHOLIC CHARITIES RETIREMENT SAVINGS PLAN 401(A) 2011 401k financial data
Total transfer of assets to this plan	2011-12-31	$10,677
Total income from all sources (including contributions)	2011-12-31	$53,536
Total of all expenses incurred	2011-12-31	$51,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$30,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$37,550
Value of total assets at end of year	2011-12-31	$627,575
Value of total assets at beginning of year	2011-12-31	$648,107
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$21,449
Total interest from all sources	2011-12-31	$2,976
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	$6,285
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$0
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$0
Other income not declared elsewhere	2011-12-31	$13,010
Administrative expenses (other) incurred	2011-12-31	$21,449
Total non interest bearing cash at end of year	2011-12-31	$0
Total non interest bearing cash at beginning of year	2011-12-31	$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	2011-12-31	No
Value of net income/loss	2011-12-31	$1,797
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$627,575
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$648,107
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	$507,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$494,637
Interest earned on other investments	2011-12-31	$2,976
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$120,289
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$153,470
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$0
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	$31,265
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$30,290
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	WEAVER AND TIDWELL, LLP
Accountancy firm EIN	2011-12-31	750786316
2010 : CATHOLIC CHARITIES RETIREMENT SAVINGS PLAN 401(A) 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$143,990
Total of all expenses incurred	2010-12-31	$89,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$86,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$77,520
Value of total assets at end of year	2010-12-31	$648,106
Value of total assets at beginning of year	2010-12-31	$577,440
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,685
Total interest from all sources	2010-12-31	$2,440
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
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$3,437
Administrative expenses (other) incurred	2010-12-31	$2,685
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	$54,813
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$648,106
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$577,440
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	$494,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$466,013
Interest earned on other investments	2010-12-31	$2,440
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$153,470
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$111,427
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$64,030
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	$74,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$86,492
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	RYLANDER, CLAY & OPITZ, LLP
Accountancy firm EIN	2010-12-31	751458509

Form 5500 Responses for CATHOLIC CHARITIES RETIREMENT SAVINGS PLAN 401(A)

2012: CATHOLIC CHARITIES RETIREMENT SAVINGS PLAN 401(A) 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
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)	No
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: CATHOLIC CHARITIES RETIREMENT SAVINGS PLAN 401(A) 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
2009: CATHOLIC CHARITIES RETIREMENT SAVINGS PLAN 401(A) 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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

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Company Name:	CATHOLIC CHARITIES DIOCESE OF FORT WORTH INC
Employer identification number (EIN):	750808769
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations