401k Plan data: LIFEWORKS 403(B) EMPLOYEE SAVINGS PLAN plan

LIFEWORKS 403(B) EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan Name	LIFEWORKS 403(B) EMPLOYEE SAVINGS PLAN
Plan identification number	002

LIFEWORKS 403(B) EMPLOYEE SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(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.
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)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

YOUTH AND FAMILY ALLIANCE has sponsored the creation of one or more 401k plans.

Company Name: YOUTH AND FAMILY ALLIANCE

Employer identification number (EIN): 742137189

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIFEWORKS 403(B) EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2012-07-01 JAY SCHEUMACK 2014-04-14
002 2008-01-01 KELLI NIELSEN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2012-07-01	JAY SCHEUMACK	2014-04-14
002	2008-01-01	KELLI NIELSEN

Plan Statistics for LIFEWORKS 403(B) EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for LIFEWORKS 403(B) EMPLOYEE SAVINGS PLAN

Measure Date Value
2008: LIFEWORKS 403(B) EMPLOYEE SAVINGS PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 180
Number of participants with account balances 2008-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 7

Measure	Date	Value
2008: LIFEWORKS 403(B) EMPLOYEE SAVINGS PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	180
Number of participants with account balances	2008-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	7

Financial Data on LIFEWORKS 403(B) EMPLOYEE SAVINGS PLAN

Measure	Date	Value
2008 : LIFEWORKS 403(B) EMPLOYEE SAVINGS PLAN 2008 401k financial data
Total transfer of assets from this plan	2008-12-31	$855,520
Total income from all sources (including contributions)	2008-12-31	$-69,637
Total of all expenses incurred	2008-12-31	$87,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2008-12-31	$82,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2008-12-31	$269,136
Value of total assets at end of year	2008-12-31	$0
Value of total assets at beginning of year	2008-12-31	$1,012,299
Total of administrative expenses incurred including professional, contract, advisory and management fees	2008-12-31	$5,085
Total interest from all sources	2008-12-31	$6,844
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2008-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2008-12-31	$0
Was this plan covered by a fidelity bond	2008-12-31	Yes
Value of fidelity bond cover	2008-12-31	$250,000
If this is an individual account plan, was there a blackout period	2008-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2008-12-31	No
Contributions received from participants	2008-12-31	$178,799
Participant contributions at end of year	2008-12-31	$0
Participant contributions at beginning of year	2008-12-31	$8,692
Income. Received or receivable in cash from other sources (including rollovers)	2008-12-31	$8,945
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2008-12-31	No
Value of net income/loss	2008-12-31	$-156,779
Value of net assets at end of year (total assets less liabilities)	2008-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2008-12-31	$1,012,299
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2008-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2008-12-31	No
Were any leases to which the plan was party in default or uncollectible	2008-12-31	No
Value of interest in pooled separate accounts at end of year	2008-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2008-12-31	$823,580
Interest on participant loans	2008-12-31	$702
Interest earned on other investments	2008-12-31	$6,142
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2008-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2008-12-31	$180,027
Net investment gain/loss from pooled separate accounts	2008-12-31	$-345,617
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2008-12-31	No
Was there a failure to transmit to the plan any participant contributions	2008-12-31	No
Has the plan failed to provide any benefit when due under the plan	2008-12-31	No
Contributions received in cash from employer	2008-12-31	$81,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2008-12-31	$82,057
Contract administrator fees	2008-12-31	$5,085
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2008-12-31	No
Did the plan have assets held for investment	2008-12-31	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	2008-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2008-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2008-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2008-12-31	Disclaimer
Accountancy firm name	2008-12-31	GARY MORRISON
Accountancy firm EIN	2008-12-31	742532710

Form 5500 Responses for LIFEWORKS 403(B) EMPLOYEE SAVINGS PLAN

2008: LIFEWORKS 403(B) EMPLOYEE SAVINGS PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	Yes
2008-01-01	Plan funding arrangement – Insurance	Yes
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement – Insurance	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

800905

Policy instance

Insurance contract or identification number	800905
Number of Individuals Covered	0
Insurance policy start date	2008-01-01
Insurance policy end date	2008-12-31
Total amount of commissions paid to insurance broker	USD $3,187
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	YOUTH AND FAMILY ALLIANCE
Employer identification number (EIN):	742137189
NAIC Classification:	624100
NAIC Description:	Individual and Family Services