401k Plan data: BETHEL HEAD START PROGRAM 403(B) PLAN plan

BETHEL HEAD START PROGRAM 403(B) PLAN 401k Plan overview

Plan Name	BETHEL HEAD START PROGRAM 403(B) PLAN
Plan identification number	003

BETHEL HEAD START PROGRAM 403(B) PLAN Benefits

401k Plan Type

Defined 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(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.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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

BETHEL HEAD START PROGRAM has sponsored the creation of one or more 401k plans.

Company Name: BETHEL HEAD START PROGRAM

Employer identification number (EIN): 222728368

NAIC Classification: 624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BETHEL HEAD START PROGRAM 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2016-03-01 RICHARD STENHOUSE 2016-09-20 RICHARD STENHOUSE 2016-09-20
003 2015-03-01 RICHARD STENHOUSE 2016-09-13
003 2014-03-01 RICHARD STENHOUSE RICHARD STENHOUSE 2015-12-11
003 2013-03-01 RICHARD STENHOUSE RICHARD STENHOUSE 2014-12-11
003 2012-03-01 RICHARD STENHOUSE
003 2011-03-01 RICHARD STENHOUSE
003 2009-03-01 RICHARD STENHOUSE RICHARD STENHOUSE 2010-11-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2016-03-01	RICHARD STENHOUSE	2016-09-20	RICHARD STENHOUSE	2016-09-20
003	2015-03-01	RICHARD STENHOUSE	2016-09-13
003	2014-03-01	RICHARD STENHOUSE		RICHARD STENHOUSE	2015-12-11
003	2013-03-01	RICHARD STENHOUSE		RICHARD STENHOUSE	2014-12-11
003	2012-03-01	RICHARD STENHOUSE
003	2011-03-01	RICHARD STENHOUSE
003	2009-03-01	RICHARD STENHOUSE		RICHARD STENHOUSE	2010-11-30

Plan Statistics for BETHEL HEAD START PROGRAM 403(B) PLAN

401k plan membership statisitcs for BETHEL HEAD START PROGRAM 403(B) PLAN

Measure Date Value
2014: BETHEL HEAD START PROGRAM 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-03-01 102
Total number of active participants reported on line 7a of the Form 5500 2014-03-01 41
Number of retired or separated participants receiving benefits 2014-03-01 0
Number of other retired or separated participants entitled to future benefits 2014-03-01 5
Total of all active and inactive participants 2014-03-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-03-01 0
Total participants 2014-03-01 46
Number of participants with account balances 2014-03-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-03-01 4
2013: BETHEL HEAD START PROGRAM 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-03-01 122
Total number of active participants reported on line 7a of the Form 5500 2013-03-01 103
Number of retired or separated participants receiving benefits 2013-03-01 0
Number of other retired or separated participants entitled to future benefits 2013-03-01 3
Total of all active and inactive participants 2013-03-01 106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-03-01 0
Total participants 2013-03-01 106
Number of participants with account balances 2013-03-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-03-01 5
2012: BETHEL HEAD START PROGRAM 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-03-01 135
Total number of active participants reported on line 7a of the Form 5500 2012-03-01 108
Number of retired or separated participants receiving benefits 2012-03-01 0
Number of other retired or separated participants entitled to future benefits 2012-03-01 15
Total of all active and inactive participants 2012-03-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-03-01 0
Total participants 2012-03-01 123
Number of participants with account balances 2012-03-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-03-01 5
2011: BETHEL HEAD START PROGRAM 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-03-01 119
Total number of active participants reported on line 7a of the Form 5500 2011-03-01 117
Number of retired or separated participants receiving benefits 2011-03-01 0
Number of other retired or separated participants entitled to future benefits 2011-03-01 15
Total of all active and inactive participants 2011-03-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-03-01 0
Total participants 2011-03-01 132
Number of participants with account balances 2011-03-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-03-01 5
2009: BETHEL HEAD START PROGRAM 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-03-01 128
Total number of active participants reported on line 7a of the Form 5500 2009-03-01 127
Number of retired or separated participants receiving benefits 2009-03-01 0
Number of other retired or separated participants entitled to future benefits 2009-03-01 9
Total of all active and inactive participants 2009-03-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-03-01 0
Total participants 2009-03-01 136
Number of participants with account balances 2009-03-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-03-01 2

Measure	Date	Value
2014: BETHEL HEAD START PROGRAM 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-03-01	102
Total number of active participants reported on line 7a of the Form 5500	2014-03-01	41
Number of retired or separated participants receiving benefits	2014-03-01	0
Number of other retired or separated participants entitled to future benefits	2014-03-01	5
Total of all active and inactive participants	2014-03-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-03-01	0
Total participants	2014-03-01	46
Number of participants with account balances	2014-03-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-03-01	4
2013: BETHEL HEAD START PROGRAM 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-03-01	122
Total number of active participants reported on line 7a of the Form 5500	2013-03-01	103
Number of retired or separated participants receiving benefits	2013-03-01	0
Number of other retired or separated participants entitled to future benefits	2013-03-01	3
Total of all active and inactive participants	2013-03-01	106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-03-01	0
Total participants	2013-03-01	106
Number of participants with account balances	2013-03-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-03-01	5
2012: BETHEL HEAD START PROGRAM 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-03-01	135
Total number of active participants reported on line 7a of the Form 5500	2012-03-01	108
Number of retired or separated participants receiving benefits	2012-03-01	0
Number of other retired or separated participants entitled to future benefits	2012-03-01	15
Total of all active and inactive participants	2012-03-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-03-01	0
Total participants	2012-03-01	123
Number of participants with account balances	2012-03-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-03-01	5
2011: BETHEL HEAD START PROGRAM 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-03-01	119
Total number of active participants reported on line 7a of the Form 5500	2011-03-01	117
Number of retired or separated participants receiving benefits	2011-03-01	0
Number of other retired or separated participants entitled to future benefits	2011-03-01	15
Total of all active and inactive participants	2011-03-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-03-01	0
Total participants	2011-03-01	132
Number of participants with account balances	2011-03-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-03-01	5
2009: BETHEL HEAD START PROGRAM 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-03-01	128
Total number of active participants reported on line 7a of the Form 5500	2009-03-01	127
Number of retired or separated participants receiving benefits	2009-03-01	0
Number of other retired or separated participants entitled to future benefits	2009-03-01	9
Total of all active and inactive participants	2009-03-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-03-01	0
Total participants	2009-03-01	136
Number of participants with account balances	2009-03-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-03-01	2

Financial Data on BETHEL HEAD START PROGRAM 403(B) PLAN

Measure	Date	Value
2015 : BETHEL HEAD START PROGRAM 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-02-28	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-02-28	$8,079
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-02-28	$0
Total income from all sources (including contributions)	2015-02-28	$61,604
Total loss/gain on sale of assets	2015-02-28	$0
Total of all expenses incurred	2015-02-28	$131,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-02-28	$125,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-02-28	$35,617
Value of total assets at end of year	2015-02-28	$349,781
Value of total assets at beginning of year	2015-02-28	$411,835
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-02-28	$6,414
Total interest from all sources	2015-02-28	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-02-28	$18,971
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-02-28	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-02-28	$18,971
Was this plan covered by a fidelity bond	2015-02-28	Yes
Value of fidelity bond cover	2015-02-28	$1,000,000
If this is an individual account plan, was there a blackout period	2015-02-28	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-02-28	$0
Were there any nonexempt tranactions with any party-in-interest	2015-02-28	No
Contributions received from participants	2015-02-28	$29,488
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-02-28	$8,079
Other income not declared elsewhere	2015-02-28	$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	2015-02-28	No
Value of net income/loss	2015-02-28	$-70,133
Value of net assets at end of year (total assets less liabilities)	2015-02-28	$341,702
Value of net assets at beginning of year (total assets less liabilities)	2015-02-28	$411,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-02-28	No
Were any leases to which the plan was party in default or uncollectible	2015-02-28	No
Investment advisory and management fees	2015-02-28	$6,414
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-02-28	$343,888
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-02-28	$405,209
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-02-28	$5,893
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-02-28	$6,626
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-02-28	$7,016
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-02-28	No
Was there a failure to transmit to the plan any participant contributions	2015-02-28	No
Has the plan failed to provide any benefit when due under the plan	2015-02-28	No
Contributions received in cash from employer	2015-02-28	$6,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-02-28	$125,323
Did the plan have assets held for investment	2015-02-28	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	2015-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-02-28	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-02-28	Yes
Opinion of an independent qualified public accountant for this plan	2015-02-28	Disclaimer
Accountancy firm name	2015-02-28	LUMSDEN & MCCORMICK, LLP
Accountancy firm EIN	2015-02-28	160765486
2014 : BETHEL HEAD START PROGRAM 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-02-28	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-02-28	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-02-28	$0
Total income from all sources (including contributions)	2014-02-28	$118,455
Total loss/gain on sale of assets	2014-02-28	$0
Total of all expenses incurred	2014-02-28	$167,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-02-28	$160,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-02-28	$50,867
Value of total assets at end of year	2014-02-28	$411,835
Value of total assets at beginning of year	2014-02-28	$460,389
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-02-28	$6,658
Total interest from all sources	2014-02-28	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-02-28	$16,309
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-02-28	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-02-28	$16,309
Was this plan covered by a fidelity bond	2014-02-28	Yes
Value of fidelity bond cover	2014-02-28	$1,000,000
If this is an individual account plan, was there a blackout period	2014-02-28	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-02-28	$0
Were there any nonexempt tranactions with any party-in-interest	2014-02-28	No
Contributions received from participants	2014-02-28	$37,748
Other income not declared elsewhere	2014-02-28	$-3,542
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-02-28	No
Value of net income/loss	2014-02-28	$-48,554
Value of net assets at end of year (total assets less liabilities)	2014-02-28	$411,835
Value of net assets at beginning of year (total assets less liabilities)	2014-02-28	$460,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-02-28	No
Were any leases to which the plan was party in default or uncollectible	2014-02-28	No
Investment advisory and management fees	2014-02-28	$6,658
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-02-28	$405,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-02-28	$452,280
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-02-28	$6,626
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-02-28	$8,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-02-28	$54,821
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-02-28	No
Was there a failure to transmit to the plan any participant contributions	2014-02-28	No
Has the plan failed to provide any benefit when due under the plan	2014-02-28	No
Contributions received in cash from employer	2014-02-28	$13,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-02-28	$160,351
Did the plan have assets held for investment	2014-02-28	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	2014-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-02-28	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-02-28	Yes
Opinion of an independent qualified public accountant for this plan	2014-02-28	Disclaimer
Accountancy firm name	2014-02-28	LUMSDEN & MCCORMICK, LLP
Accountancy firm EIN	2014-02-28	160765486
2013 : BETHEL HEAD START PROGRAM 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-02-28	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-02-28	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-02-28	$0
Total income from all sources (including contributions)	2013-02-28	$85,566
Total loss/gain on sale of assets	2013-02-28	$0
Total of all expenses incurred	2013-02-28	$86,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-02-28	$80,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-02-28	$49,085
Value of total assets at end of year	2013-02-28	$460,389
Value of total assets at beginning of year	2013-02-28	$460,855
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-02-28	$5,923
Total interest from all sources	2013-02-28	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-02-28	$11,988
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-02-28	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-02-28	$11,988
Was this plan covered by a fidelity bond	2013-02-28	Yes
Value of fidelity bond cover	2013-02-28	$1,000,000
If this is an individual account plan, was there a blackout period	2013-02-28	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-02-28	$0
Were there any nonexempt tranactions with any party-in-interest	2013-02-28	No
Contributions received from participants	2013-02-28	$35,877
Other income not declared elsewhere	2013-02-28	$-2,506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-02-28	No
Value of net income/loss	2013-02-28	$-466
Value of net assets at end of year (total assets less liabilities)	2013-02-28	$460,389
Value of net assets at beginning of year (total assets less liabilities)	2013-02-28	$460,855
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-02-28	No
Were any leases to which the plan was party in default or uncollectible	2013-02-28	No
Investment advisory and management fees	2013-02-28	$5,923
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-02-28	$452,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-02-28	$453,883
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-02-28	$8,109
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-02-28	$6,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-02-28	$26,999
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-02-28	No
Was there a failure to transmit to the plan any participant contributions	2013-02-28	No
Has the plan failed to provide any benefit when due under the plan	2013-02-28	No
Contributions received in cash from employer	2013-02-28	$13,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-02-28	$80,109
Did the plan have assets held for investment	2013-02-28	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	2013-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-02-28	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-02-28	Yes
Opinion of an independent qualified public accountant for this plan	2013-02-28	Disclaimer
Accountancy firm name	2013-02-28	FEDERSPIEL, PFEIFER & KUBICKI CPA
Accountancy firm EIN	2013-02-28	161492835
2012 : BETHEL HEAD START PROGRAM 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-02-29	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-02-29	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-02-29	$0
Total income from all sources (including contributions)	2012-02-29	$50,645
Total loss/gain on sale of assets	2012-02-29	$0
Total of all expenses incurred	2012-02-29	$49,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-02-29	$42,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-02-29	$50,786
Value of total assets at end of year	2012-02-29	$460,855
Value of total assets at beginning of year	2012-02-29	$459,722
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-02-29	$7,506
Total interest from all sources	2012-02-29	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-02-29	$12,202
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-02-29	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-02-29	$12,202
Was this plan covered by a fidelity bond	2012-02-29	Yes
Value of fidelity bond cover	2012-02-29	$1,000,000
If this is an individual account plan, was there a blackout period	2012-02-29	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-02-29	$0
Were there any nonexempt tranactions with any party-in-interest	2012-02-29	No
Contributions received from participants	2012-02-29	$35,651
Participant contributions at beginning of year	2012-02-29	$1,794
Other income not declared elsewhere	2012-02-29	$-1,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-02-29	No
Value of net income/loss	2012-02-29	$1,133
Value of net assets at end of year (total assets less liabilities)	2012-02-29	$460,855
Value of net assets at beginning of year (total assets less liabilities)	2012-02-29	$459,722
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-02-29	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-02-29	No
Were any leases to which the plan was party in default or uncollectible	2012-02-29	No
Investment advisory and management fees	2012-02-29	$7,506
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-02-29	$453,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-02-29	$457,154
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-02-29	$6,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-02-29	$-11,230
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-02-29	No
Was there a failure to transmit to the plan any participant contributions	2012-02-29	No
Has the plan failed to provide any benefit when due under the plan	2012-02-29	No
Contributions received in cash from employer	2012-02-29	$15,135
Employer contributions (assets) at beginning of year	2012-02-29	$774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-02-29	$42,006
Did the plan have assets held for investment	2012-02-29	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	2012-02-29	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-02-29	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-02-29	Yes
Opinion of an independent qualified public accountant for this plan	2012-02-29	Disclaimer
Accountancy firm name	2012-02-29	FEDERSPIEL, PFEIFER & KUBICKI CPA
Accountancy firm EIN	2012-02-29	161492835
2011 : BETHEL HEAD START PROGRAM 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-02-28	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-02-28	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-02-28	$0
Total income from all sources (including contributions)	2011-02-28	$127,819
Total loss/gain on sale of assets	2011-02-28	$0
Total of all expenses incurred	2011-02-28	$119,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-02-28	$108,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-02-28	$64,238
Value of total assets at end of year	2011-02-28	$459,722
Value of total assets at beginning of year	2011-02-28	$451,563
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-02-28	$10,729
Total interest from all sources	2011-02-28	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-02-28	$8,136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-02-28	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-02-28	$8,136
Was this plan covered by a fidelity bond	2011-02-28	Yes
Value of fidelity bond cover	2011-02-28	$1,000,000
If this is an individual account plan, was there a blackout period	2011-02-28	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-02-28	$0
Were there any nonexempt tranactions with any party-in-interest	2011-02-28	No
Contributions received from participants	2011-02-28	$44,540
Participant contributions at end of year	2011-02-28	$1,794
Participant contributions at beginning of year	2011-02-28	$3,230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-02-28	No
Value of net income/loss	2011-02-28	$8,159
Value of net assets at end of year (total assets less liabilities)	2011-02-28	$459,722
Value of net assets at beginning of year (total assets less liabilities)	2011-02-28	$451,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-02-28	No
Were any leases to which the plan was party in default or uncollectible	2011-02-28	No
Investment advisory and management fees	2011-02-28	$10,729
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-02-28	$457,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-02-28	$446,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-02-28	$55,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-02-28	No
Was there a failure to transmit to the plan any participant contributions	2011-02-28	No
Has the plan failed to provide any benefit when due under the plan	2011-02-28	No
Contributions received in cash from employer	2011-02-28	$19,698
Employer contributions (assets) at end of year	2011-02-28	$774
Employer contributions (assets) at beginning of year	2011-02-28	$1,516
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-02-28	$108,931
Did the plan have assets held for investment	2011-02-28	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	2011-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-02-28	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-02-28	Yes
Opinion of an independent qualified public accountant for this plan	2011-02-28	Disclaimer
Accountancy firm name	2011-02-28	FEDERSPIEL, PFEIFER & KUBICKI CPA
Accountancy firm EIN	2011-02-28	161492835
2010 : BETHEL HEAD START PROGRAM 403(B) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-02-28	$0

Form 5500 Responses for BETHEL HEAD START PROGRAM 403(B) PLAN

2014: BETHEL HEAD START PROGRAM 403(B) PLAN 2014 form 5500 responses
2014-03-01	Type of plan entity	Single employer plan
2014-03-01	Submission has been amended	No
2014-03-01	This submission is the final filing	No
2014-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-03-01	Plan is a collectively bargained plan	No
2014-03-01	Plan funding arrangement – Insurance	Yes
2014-03-01	Plan benefit arrangement – Insurance	Yes
2013: BETHEL HEAD START PROGRAM 403(B) PLAN 2013 form 5500 responses
2013-03-01	Type of plan entity	Single employer plan
2013-03-01	Submission has been amended	No
2013-03-01	This submission is the final filing	No
2013-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-03-01	Plan is a collectively bargained plan	No
2013-03-01	Plan funding arrangement – Insurance	Yes
2013-03-01	Plan benefit arrangement – Insurance	Yes
2012: BETHEL HEAD START PROGRAM 403(B) PLAN 2012 form 5500 responses
2012-03-01	Type of plan entity	Single employer plan
2012-03-01	Submission has been amended	No
2012-03-01	This submission is the final filing	No
2012-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-03-01	Plan is a collectively bargained plan	No
2012-03-01	Plan funding arrangement – Insurance	Yes
2012-03-01	Plan benefit arrangement – Insurance	Yes
2011: BETHEL HEAD START PROGRAM 403(B) PLAN 2011 form 5500 responses
2011-03-01	Type of plan entity	Single employer plan
2011-03-01	Submission has been amended	No
2011-03-01	This submission is the final filing	No
2011-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-03-01	Plan is a collectively bargained plan	No
2011-03-01	Plan funding arrangement – Insurance	Yes
2011-03-01	Plan benefit arrangement – Insurance	Yes
2009: BETHEL HEAD START PROGRAM 403(B) PLAN 2009 form 5500 responses
2009-03-01	Type of plan entity	Single employer plan
2009-03-01	Submission has been amended	No
2009-03-01	This submission is the final filing	No
2009-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-03-01	Plan is a collectively bargained plan	No
2009-03-01	Plan funding arrangement – Trust	Yes
2009-03-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BETHEL HEAD START PROGRAM
Employer identification number (EIN):	222728368
NAIC Classification:	624200