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COMMUNITY PARTNERSHIP OF SOUTHERN ARIZONA 401(K) PLAN 401k Plan overview

Plan NameCOMMUNITY PARTNERSHIP OF SOUTHERN ARIZONA 401(K) PLAN
Plan identification number 001

COMMUNITY PARTNERSHIP OF SOUTHERN ARIZONA 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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

COMMUNITY PARTNERSHIP OF SOUTHERN ARIZONA has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY PARTNERSHIP OF SOUTHERN ARIZONA
Employer identification number (EIN):860792518
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY PARTNERSHIP OF SOUTHERN ARIZONA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-01-01CHARLES ANDRADE
0012011-01-01CHARLES ANDRADE
0012010-01-01CHARLES ANDRADE
0012009-01-01CHARLES ANDRADE
0012007-01-01

Plan Statistics for COMMUNITY PARTNERSHIP OF SOUTHERN ARIZONA 401(K) PLAN

401k plan membership statisitcs for COMMUNITY PARTNERSHIP OF SOUTHERN ARIZONA 401(K) PLAN

Measure Date Value
2012: COMMUNITY PARTNERSHIP OF SOUTHERN ARIZONA 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01303
Total number of active participants reported on line 7a of the Form 55002012-01-01210
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0158
Total of all active and inactive participants2012-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01268
Number of participants with account balances2012-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: COMMUNITY PARTNERSHIP OF SOUTHERN ARIZONA 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01277
Total number of active participants reported on line 7a of the Form 55002011-01-01207
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0194
Total of all active and inactive participants2011-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01301
Number of participants with account balances2011-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2010: COMMUNITY PARTNERSHIP OF SOUTHERN ARIZONA 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01336
Total number of active participants reported on line 7a of the Form 55002010-01-01231
Number of retired or separated participants receiving benefits2010-01-0146
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01277
Number of participants with account balances2010-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0111
2009: COMMUNITY PARTNERSHIP OF SOUTHERN ARIZONA 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01339
Total number of active participants reported on line 7a of the Form 55002009-01-01260
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0176
Total of all active and inactive participants2009-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01336
Number of participants with account balances2009-01-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on COMMUNITY PARTNERSHIP OF SOUTHERN ARIZONA 401(K) PLAN

Measure Date Value
2012 : COMMUNITY PARTNERSHIP OF SOUTHERN ARIZONA 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$2,297,367
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,403,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,363,104
Value of total corrective distributions2012-12-31$16,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,223,484
Value of total assets at end of year2012-12-31$9,412,121
Value of total assets at beginning of year2012-12-31$8,518,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$24,600
Total interest from all sources2012-12-31$13,005
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 year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$578,869
Participant contributions at end of year2012-12-31$347,544
Participant contributions at beginning of year2012-12-31$286,834
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$11,755
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$893,586
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,412,121
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,518,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$8,695,631
Value of interest in pooled separate accounts at beginning of year2012-12-31$7,822,322
Interest on participant loans2012-12-31$13,005
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$368,946
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$396,967
Net investment gain/loss from pooled separate accounts2012-12-31$1,061,415
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$632,860
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$12,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,363,104
Contract administrator fees2012-12-31$24,600
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LUDWIG KLEWER & CO. PLLC
Accountancy firm EIN2012-12-31364538293
2011 : COMMUNITY PARTNERSHIP OF SOUTHERN ARIZONA 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$1,276,596
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,207,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,169,071
Value of total corrective distributions2011-12-31$4,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,467,560
Value of total assets at end of year2011-12-31$8,518,535
Value of total assets at beginning of year2011-12-31$8,449,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$34,081
Total interest from all sources2011-12-31$11,462
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 year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$577,506
Participant contributions at end of year2011-12-31$286,834
Participant contributions at beginning of year2011-12-31$189,941
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$171,794
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$68,690
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,518,535
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,449,845
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$7,822,322
Value of interest in pooled separate accounts at beginning of year2011-12-31$7,702,026
Interest on participant loans2011-12-31$11,462
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$396,967
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$557,878
Net investment gain/loss from pooled separate accounts2011-12-31$-202,906
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$718,260
Employer contributions (assets) at end of year2011-12-31$12,412
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,169,071
Contract administrator fees2011-12-31$34,081
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LUDWIG KLEWER & CO. PLLC
Accountancy firm EIN2011-12-31364538293
2010 : COMMUNITY PARTNERSHIP OF SOUTHERN ARIZONA 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$1,240
Total income from all sources (including contributions)2010-12-31$2,217,726
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$492,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$464,274
Value of total corrective distributions2010-12-31$7,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,376,231
Value of total assets at end of year2010-12-31$8,449,845
Value of total assets at beginning of year2010-12-31$6,725,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$21,015
Total interest from all sources2010-12-31$9,241
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 year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$582,299
Participant contributions at end of year2010-12-31$189,941
Participant contributions at beginning of year2010-12-31$158,076
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$26,230
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$1,240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,725,419
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,449,845
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,724,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$7,702,026
Value of interest in pooled separate accounts at beginning of year2010-12-31$6,029,239
Interest on participant loans2010-12-31$9,241
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$557,878
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$538,351
Net investment gain/loss from pooled separate accounts2010-12-31$832,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$767,702
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$464,274
Contract administrator fees2010-12-31$21,015
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LUDWIG KLEWER & CO. PLLC
Accountancy firm EIN2010-12-31364538293

Form 5500 Responses for COMMUNITY PARTNERSHIP OF SOUTHERN ARIZONA 401(K) PLAN

2012: COMMUNITY PARTNERSHIP OF SOUTHERN ARIZONA 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COMMUNITY PARTNERSHIP OF SOUTHERN ARIZONA 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: COMMUNITY PARTNERSHIP OF SOUTHERN ARIZONA 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: COMMUNITY PARTNERSHIP OF SOUTHERN ARIZONA 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2007: COMMUNITY PARTNERSHIP OF SOUTHERN ARIZONA 401(K) PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo

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