401k Plan data: CRITTENTON SERVICES, INC. 403(B) PLAN plan

CRITTENTON SERVICES, INC. 403(B) PLAN 401k Plan overview

Plan Name	CRITTENTON SERVICES, INC. 403(B) PLAN
Plan identification number	001

CRITTENTON SERVICES, INC. 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
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

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

Company Name: CRITTENTON SERVICES, INC.

Employer identification number (EIN): 550751563

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CRITTENTON SERVICES, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01
001 2012-01-01 KATHY SZAFRAN KATHY SZAFRAN 2013-10-15
001 2011-01-01 KATHY SZAFRAN 2012-10-08 KATHY SZAFRAN 2012-10-08
001 2010-01-01 KATHY SZAFRAN 2011-09-16 KATHY SZAFRAN 2011-09-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01
001	2012-01-01	KATHY SZAFRAN		KATHY SZAFRAN	2013-10-15
001	2011-01-01	KATHY SZAFRAN	2012-10-08	KATHY SZAFRAN	2012-10-08
001	2010-01-01	KATHY SZAFRAN	2011-09-16	KATHY SZAFRAN	2011-09-16

Plan Statistics for CRITTENTON SERVICES, INC. 403(B) PLAN

401k plan membership statisitcs for CRITTENTON SERVICES, INC. 403(B) PLAN

Measure Date Value
2013: CRITTENTON SERVICES, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CRITTENTON SERVICES, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 123
Number of other retired or separated participants entitled to future benefits 2012-01-01 10
Total of all active and inactive participants 2012-01-01 133
Total participants 2012-01-01 133
Number of participants with account balances 2012-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2013: CRITTENTON SERVICES, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CRITTENTON SERVICES, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	123
Number of other retired or separated participants entitled to future benefits	2012-01-01	10
Total of all active and inactive participants	2012-01-01	133
Total participants	2012-01-01	133
Number of participants with account balances	2012-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on CRITTENTON SERVICES, INC. 403(B) PLAN

Measure	Date	Value
2013 : CRITTENTON SERVICES, INC. 403(B) PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$111,587
Total of all expenses incurred	2013-12-31	$667,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$658,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$57,871
Value of total assets at end of year	2013-12-31	$0
Value of total assets at beginning of year	2013-12-31	$555,576
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$8,954
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$51,243
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$428
Total non interest bearing cash at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$-555,576
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$555,576
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$8,954
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$551,327
Value of interest in pooled separate accounts at end of year	2013-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$4,249
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$53,298
Net investment gain/loss from pooled separate accounts	2013-12-31	$418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$6,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$657,781
Did the plan have assets held for investment	2013-12-31	No
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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	LALLY & CO., LLC
Accountancy firm EIN	2013-12-31	251846963
2012 : CRITTENTON SERVICES, INC. 403(B) PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$85,959
Total of all expenses incurred	2012-12-31	$78,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$70,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$63,435
Value of total assets at end of year	2012-12-31	$555,576
Value of total assets at beginning of year	2012-12-31	$548,177
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$8,184
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$48,906
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$7,797
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$425
Administrative expenses (other) incurred	2012-12-31	$0
Total non interest bearing cash at end of year	2012-12-31	$0
Total non interest bearing cash at beginning of year	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$7,399
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$555,576
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$548,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$8,184
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$551,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$544,161
Value of interest in pooled separate accounts at end of year	2012-12-31	$4,249
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$4,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$22,292
Net investment gain/loss from pooled separate accounts	2012-12-31	$232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$6,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$69,951
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	LALLY & CO., LLC
Accountancy firm EIN	2012-12-31	251846963

Form 5500 Responses for CRITTENTON SERVICES, INC. 403(B) PLAN

2013: CRITTENTON SERVICES, INC. 403(B) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CRITTENTON SERVICES, INC. 403(B) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

Policy instance

Number of Individuals Covered	0
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

Policy instance

Number of Individuals Covered	3
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $153

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Company Name:	CRITTENTON SERVICES, INC.
Employer identification number (EIN):	550751563
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations