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CHURCH OF THE BRETHREN HOME 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCHURCH OF THE BRETHREN HOME 401(K) PROFIT SHARING PLAN
Plan identification number 002

CHURCH OF THE BRETHREN HOME 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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(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

CHURCH OF THE BRETHREN HOME has sponsored the creation of one or more 401k plans.

Company Name:CHURCH OF THE BRETHREN HOME
Employer identification number (EIN):250983062
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about CHURCH OF THE BRETHREN HOME

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 258902

More information about CHURCH OF THE BRETHREN HOME

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHURCH OF THE BRETHREN HOME 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01THOMAS J. RECKNER THOMAS J. RECKNER2013-10-08
0022011-01-01THOMAS J. RECKNER THOMAS J. RECKNER2012-08-21
0022009-01-01THOMAS J. RECKNER THOMAS J. RECKNER2010-10-12

Plan Statistics for CHURCH OF THE BRETHREN HOME 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CHURCH OF THE BRETHREN HOME 401(K) PROFIT SHARING PLAN

Measure Date Value
2016: CHURCH OF THE BRETHREN HOME 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01104
Total number of active participants reported on line 7a of the Form 55002016-01-0187
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0193
Number of participants with account balances2016-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: CHURCH OF THE BRETHREN HOME 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01105
Total number of active participants reported on line 7a of the Form 55002015-01-0196
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01105
Number of participants with account balances2015-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: CHURCH OF THE BRETHREN HOME 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01106
Total number of active participants reported on line 7a of the Form 55002014-01-0199
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01103
Number of participants with account balances2014-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CHURCH OF THE BRETHREN HOME 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01106
Total number of active participants reported on line 7a of the Form 55002013-01-0197
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01102
Number of participants with account balances2013-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: CHURCH OF THE BRETHREN HOME 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01112
Total number of active participants reported on line 7a of the Form 55002012-01-0195
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01101
Number of participants with account balances2012-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: CHURCH OF THE BRETHREN HOME 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01114
Total number of active participants reported on line 7a of the Form 55002011-01-0198
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0111
Total of all active and inactive participants2011-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01109
Number of participants with account balances2011-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: CHURCH OF THE BRETHREN HOME 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01124
Total number of active participants reported on line 7a of the Form 55002009-01-01102
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0118
Total of all active and inactive participants2009-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01120
Number of participants with account balances2009-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CHURCH OF THE BRETHREN HOME 401(K) PROFIT SHARING PLAN

Measure Date Value
2016 : CHURCH OF THE BRETHREN HOME 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$136,341
Total of all expenses incurred2016-12-31$99,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$90,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$68,451
Value of total assets at end of year2016-12-31$1,415,683
Value of total assets at beginning of year2016-12-31$1,378,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,562
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$4,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$100,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$27,326
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$37,291
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,415,683
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,378,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,374,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,209,125
Value of interest in common/collective trusts at beginning of year2016-12-31$126,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$67,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$41,125
Employer contributions (assets) at end of year2016-12-31$41,125
Employer contributions (assets) at beginning of year2016-12-31$43,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$90,488
Contract administrator fees2016-12-31$4,562
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ARNETT CARBIS TOOTHMAN
Accountancy firm EIN2016-12-31550486667
2015 : CHURCH OF THE BRETHREN HOME 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$700
Total income from all sources (including contributions)2015-12-31$82,423
Total of all expenses incurred2015-12-31$23,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$15,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$84,820
Value of total assets at end of year2015-12-31$1,378,392
Value of total assets at beginning of year2015-12-31$1,320,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$100,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$41,731
Other income not declared elsewhere2015-12-31$4,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$58,447
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,378,392
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,319,945
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,209,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,152,323
Value of interest in common/collective trusts at end of year2015-12-31$126,178
Value of interest in common/collective trusts at beginning of year2015-12-31$124,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-5,472
Net investment gain or loss from common/collective trusts2015-12-31$-1,423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$43,089
Employer contributions (assets) at end of year2015-12-31$43,089
Employer contributions (assets) at beginning of year2015-12-31$43,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$15,897
Contract administrator fees2015-12-31$8,079
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$700
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WILKINSON & DETER
Accountancy firm EIN2015-12-31251897882
2014 : CHURCH OF THE BRETHREN HOME 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$700
Total income from all sources (including contributions)2014-12-31$159,975
Total of all expenses incurred2014-12-31$132,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$124,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$85,779
Value of total assets at end of year2014-12-31$1,320,645
Value of total assets at beginning of year2014-12-31$1,292,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,637
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$100,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$42,335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$27,419
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,319,945
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,292,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,152,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,144,590
Value of interest in common/collective trusts at end of year2014-12-31$124,878
Value of interest in common/collective trusts at beginning of year2014-12-31$107,591
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$74,196
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$43,444
Employer contributions (assets) at end of year2014-12-31$43,444
Employer contributions (assets) at beginning of year2014-12-31$40,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$124,919
Contract administrator fees2014-12-31$7,637
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$700
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WILKINSON & DETER
Accountancy firm EIN2014-12-31251897882
2013 : CHURCH OF THE BRETHREN HOME 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$262,406
Total of all expenses incurred2013-12-31$46,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$38,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$90,022
Value of total assets at end of year2013-12-31$1,292,526
Value of total assets at beginning of year2013-12-31$1,076,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,626
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$3,318
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$49,677
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$215,823
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,292,526
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,076,703
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,144,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$951,193
Value of interest in common/collective trusts at end of year2013-12-31$107,591
Value of interest in common/collective trusts at beginning of year2013-12-31$88,651
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$172,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$40,345
Employer contributions (assets) at end of year2013-12-31$40,345
Employer contributions (assets) at beginning of year2013-12-31$36,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$38,957
Contract administrator fees2013-12-31$4,308
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WILKINSON & DETER
Accountancy firm EIN2013-12-31251897882
2012 : CHURCH OF THE BRETHREN HOME 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$201,702
Total of all expenses incurred2012-12-31$126,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$118,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$87,333
Value of total assets at end of year2012-12-31$1,076,703
Value of total assets at beginning of year2012-12-31$1,001,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,690
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$3,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
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$50,474
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$75,498
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,076,703
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,001,205
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$951,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$870,059
Value of interest in common/collective trusts at end of year2012-12-31$88,651
Value of interest in common/collective trusts at beginning of year2012-12-31$92,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$105,664
Net investment gain or loss from common/collective trusts2012-12-31$8,705
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$36,859
Employer contributions (assets) at end of year2012-12-31$36,859
Employer contributions (assets) at beginning of year2012-12-31$39,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$118,514
Contract administrator fees2012-12-31$4,690
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 name2012-12-31WILKINSON & DETER
Accountancy firm EIN2012-12-31251897882
2011 : CHURCH OF THE BRETHREN HOME 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$57,034
Total of all expenses incurred2011-12-31$36,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$29,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$83,099
Value of total assets at end of year2011-12-31$1,001,205
Value of total assets at beginning of year2011-12-31$980,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,184
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$2,750
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
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$44,040
Participant contributions at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$20,470
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,001,205
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$980,735
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$870,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$853,323
Value of interest in common/collective trusts at end of year2011-12-31$92,087
Value of interest in common/collective trusts at beginning of year2011-12-31$90,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-25,217
Net investment gain or loss from common/collective trusts2011-12-31$-848
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$39,059
Employer contributions (assets) at end of year2011-12-31$39,059
Employer contributions (assets) at beginning of year2011-12-31$37,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$29,380
Contract administrator fees2011-12-31$4,434
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 name2011-12-31WILKINSON & DETER
Accountancy firm EIN2011-12-31251897882
2010 : CHURCH OF THE BRETHREN HOME 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$165,324
Total of all expenses incurred2010-12-31$71,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$63,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$76,911
Value of total assets at end of year2010-12-31$980,735
Value of total assets at beginning of year2010-12-31$886,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,868
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$5
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$5
Administrative expenses professional fees incurred2010-12-31$2,750
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$39,520
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$1,135
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$94,253
Value of net assets at end of year (total assets less liabilities)2010-12-31$980,735
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$886,482
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$853,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$781,101
Value of interest in common/collective trusts at end of year2010-12-31$90,021
Value of interest in common/collective trusts at beginning of year2010-12-31$68,695
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$79,463
Net investment gain or loss from common/collective trusts2010-12-31$8,945
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$37,391
Employer contributions (assets) at end of year2010-12-31$37,391
Employer contributions (assets) at beginning of year2010-12-31$35,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$63,203
Contract administrator fees2010-12-31$5,118
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 name2010-12-31WILKINSON & DETER
Accountancy firm EIN2010-12-31251897882
2009 : CHURCH OF THE BRETHREN HOME 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CHURCH OF THE BRETHREN HOME 401(K) PROFIT SHARING PLAN

2016: CHURCH OF THE BRETHREN HOME 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CHURCH OF THE BRETHREN HOME 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CHURCH OF THE BRETHREN HOME 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CHURCH OF THE BRETHREN HOME 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CHURCH OF THE BRETHREN HOME 401(K) PROFIT SHARING 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: CHURCH OF THE BRETHREN HOME 401(K) PROFIT SHARING 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
2009: CHURCH OF THE BRETHREN HOME 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
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

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-812660
Policy instance 1
Insurance contract or identification numberGA-812660
Number of Individuals Covered100
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $7,529
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $7,529
Insurance broker organization code?3
Insurance broker nameEQUITY SERVICES, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-812660
Policy instance 1
Insurance contract or identification numberGA-812660
Number of Individuals Covered97
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $7,283
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $7,283
Insurance broker organization code?3
Insurance broker nameEQUITY SERVICES, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-812660
Policy instance 1
Insurance contract or identification numberGA-812660
Number of Individuals Covered96
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,309
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $6,309
Insurance broker organization code?3
Insurance broker nameEQUITY SERVICES, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-812660
Policy instance 1
Insurance contract or identification numberGA-812660
Number of Individuals Covered93
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,768
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $5,768
Insurance broker organization code?3
Insurance broker nameEQUITY SERVICES, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-812660
Policy instance 1
Insurance contract or identification numberGA-812660
Number of Individuals Covered97
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,500
Total amount of fees paid to insurance companyUSD $0
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-812660
Policy instance 1
Insurance contract or identification numberGA-812660
Number of Individuals Covered98
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,743

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