401k Plan data: ALZHEIMER'S DISEASE AND RELATED DISORDERS, INC. - HOUSTON AND SOUTHEAST TEXAS CHAPTER 401(K) PLAN plan

ALZHEIMER'S DISEASE AND RELATED DISORDERS, INC. - HOUSTON AND SOUTHEAST TEXAS CHAPTER 401(K) PLAN 401k Plan overview

Plan Name	ALZHEIMER'S DISEASE AND RELATED DISORDERS, INC. - HOUSTON AND SOUTHEAST TEXAS CHAPTER 401(K) PLAN
Plan identification number	001

ALZHEIMER'S DISEASE AND RELATED DISORDERS, INC. - HOUSTON AND SOUTHEAST TEXAS CHAPTER 401(K) 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

ALZHEIMER'S DISEASE AND RELATED DISORDERS, INC.- HOUSTON ANDSOUTHEAST has sponsored the creation of one or more 401k plans.

Company Name: ALZHEIMER'S DISEASE AND RELATED DISORDERS, INC.- HOUSTON ANDSOUTHEAST

Employer identification number (EIN): 742198685

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALZHEIMER'S DISEASE AND RELATED DISORDERS, INC. - HOUSTON AND SOUTHEAST TEXAS CHAPTER 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-07-01 DAVID STREUSAND 2017-01-09
001 2015-07-01 DAVID STREUSAND 2016-11-04
001 2014-07-01 DAVID STREUSAND 2016-11-04
001 2014-07-01 DAVID STREUSAND 2015-12-16
001 2013-07-01 DAVID STREUSAND 2014-12-12
001 2012-07-01 DAVID STREUSAND 2014-01-14
001 2011-07-01 DAVID STREUSAND 2012-10-02
001 2009-07-01 DAVID STREUSAND
001 2009-07-01 PHILLIP KING
001 2008-07-01 PHILLIP KING

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2016-07-01	DAVID STREUSAND	2017-01-09
001	2015-07-01	DAVID STREUSAND	2016-11-04
001	2014-07-01	DAVID STREUSAND	2016-11-04
001	2014-07-01	DAVID STREUSAND	2015-12-16
001	2013-07-01	DAVID STREUSAND	2014-12-12
001	2012-07-01	DAVID STREUSAND	2014-01-14
001	2011-07-01	DAVID STREUSAND	2012-10-02
001	2009-07-01	DAVID STREUSAND
001	2009-07-01	PHILLIP KING
001	2008-07-01	PHILLIP KING

Plan Statistics for ALZHEIMER'S DISEASE AND RELATED DISORDERS, INC. - HOUSTON AND SOUTHEAST TEXAS CHAPTER 401(K) PLAN

401k plan membership statisitcs for ALZHEIMER'S DISEASE AND RELATED DISORDERS, INC. - HOUSTON AND SOUTHEAST TEXAS CHAPTER 401(K) PLAN

Measure Date Value
2009: ALZHEIMER'S DISEASE AND RELATED DISORDERS, INC. - HOUSTON AND SOUTHEAST TEXAS CHAPTER 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 32
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 21
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 11
Total of all active and inactive participants 2009-07-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 32
Number of participants with account balances 2009-07-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 4
2008: ALZHEIMER'S DISEASE AND RELATED DISORDERS, INC. - HOUSTON AND SOUTHEAST TEXAS CHAPTER 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year 2008-07-01 26
Total number of active participants reported on line 7a of the Form 5500 2008-07-01 22
Number of retired or separated participants receiving benefits 2008-07-01 0
Number of other retired or separated participants entitled to future benefits 2008-07-01 8
Total of all active and inactive participants 2008-07-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-07-01 0
Total participants 2008-07-01 30
Number of participants with account balances 2008-07-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-07-01 1

Measure	Date	Value
2009: ALZHEIMER'S DISEASE AND RELATED DISORDERS, INC. - HOUSTON AND SOUTHEAST TEXAS CHAPTER 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	32
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	21
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	11
Total of all active and inactive participants	2009-07-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	32
Number of participants with account balances	2009-07-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	4
2008: ALZHEIMER'S DISEASE AND RELATED DISORDERS, INC. - HOUSTON AND SOUTHEAST TEXAS CHAPTER 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year	2008-07-01	26
Total number of active participants reported on line 7a of the Form 5500	2008-07-01	22
Number of retired or separated participants receiving benefits	2008-07-01	0
Number of other retired or separated participants entitled to future benefits	2008-07-01	8
Total of all active and inactive participants	2008-07-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-07-01	0
Total participants	2008-07-01	30
Number of participants with account balances	2008-07-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-07-01	1

Financial Data on ALZHEIMER'S DISEASE AND RELATED DISORDERS, INC. - HOUSTON AND SOUTHEAST TEXAS CHAPTER 401(K) PLAN

Measure	Date	Value
2011 : ALZHEIMER'S DISEASE AND RELATED DISORDERS, INC. - HOUSTON AND SOUTHEAST TEXAS CHAPTER 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-06-30	$0
Total plan liabilities at end of year	2011-06-30	$0
Total plan liabilities at beginning of year	2011-06-30	$0
Total income from all sources	2011-06-30	$236,761
Expenses. Total of all expenses incurred	2011-06-30	$78,986
Benefits paid (including direct rollovers)	2011-06-30	$78,986
Total plan assets at end of year	2011-06-30	$619,372
Total plan assets at beginning of year	2011-06-30	$461,597
Value of fidelity bond covering the plan	2011-06-30	$60,000
Total contributions received or receivable from participants	2011-06-30	$99,129
Expenses. Other expenses not covered elsewhere	2011-06-30	$0
Contributions received from other sources (not participants or employers)	2011-06-30	$0
Other income received	2011-06-30	$85,388
Noncash contributions received	2011-06-30	$0
Net income (gross income less expenses)	2011-06-30	$157,775
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$619,372
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$461,597
Total contributions received or receivable from employer(s)	2011-06-30	$52,244
Value of certain deemed distributions of participant loans	2011-06-30	$0
Value of corrective distributions	2011-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
2010 : ALZHEIMER'S DISEASE AND RELATED DISORDERS, INC. - HOUSTON AND SOUTHEAST TEXAS CHAPTER 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0
2009 : ALZHEIMER'S DISEASE AND RELATED DISORDERS, INC. - HOUSTON AND SOUTHEAST TEXAS CHAPTER 401(K) PLAN 2009 401k financial data
Transfers to/from the plan	2009-06-30	$0
Total plan liabilities at end of year	2009-06-30	$0
Total plan liabilities at beginning of year	2009-06-30	$0
Total income from all sources	2009-06-30	$85,399
Expenses. Total of all expenses incurred	2009-06-30	$3,223
Benefits paid (including direct rollovers)	2009-06-30	$3,223
Total plan assets at end of year	2009-06-30	$309,102
Total plan assets at beginning of year	2009-06-30	$226,926
Value of fidelity bond covering the plan	2009-06-30	$250,000
Total contributions received or receivable from participants	2009-06-30	$81,320
Expenses. Other expenses not covered elsewhere	2009-06-30	$0
Contributions received from other sources (not participants or employers)	2009-06-30	$128
Other income received	2009-06-30	$-36,593
Noncash contributions received	2009-06-30	$0
Net income (gross income less expenses)	2009-06-30	$82,176
Net plan assets at end of year (total assets less liabilities)	2009-06-30	$309,102
Net plan assets at beginning of year (total assets less liabilities)	2009-06-30	$226,926
Total contributions received or receivable from employer(s)	2009-06-30	$40,544
Value of certain deemed distributions of participant loans	2009-06-30	$0
Value of corrective distributions	2009-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2009-06-30	$0
2008 : ALZHEIMER'S DISEASE AND RELATED DISORDERS, INC. - HOUSTON AND SOUTHEAST TEXAS CHAPTER 401(K) PLAN 2008 401k financial data
Transfers to/from the plan	2008-06-30	$0
Total plan liabilities at end of year	2008-06-30	$0
Total plan liabilities at beginning of year	2008-06-30	$0
Total income from all sources	2008-06-30	$29,956
Expenses. Total of all expenses incurred	2008-06-30	$0
Benefits paid (including direct rollovers)	2008-06-30	$0
Total plan assets at end of year	2008-06-30	$226,926
Total plan assets at beginning of year	2008-06-30	$196,970
Value of fidelity bond covering the plan	2008-06-30	$250,000
Total contributions received or receivable from participants	2008-06-30	$29,703
Expenses. Other expenses not covered elsewhere	2008-06-30	$0
Contributions received from other sources (not participants or employers)	2008-06-30	$0
Other income received	2008-06-30	$-13,348
Noncash contributions received	2008-06-30	$0
Net income (gross income less expenses)	2008-06-30	$29,956
Net plan assets at end of year (total assets less liabilities)	2008-06-30	$226,926
Net plan assets at beginning of year (total assets less liabilities)	2008-06-30	$196,970
Total contributions received or receivable from employer(s)	2008-06-30	$13,601
Value of certain deemed distributions of participant loans	2008-06-30	$0
Value of corrective distributions	2008-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2008-06-30	$0

Form 5500 Responses for ALZHEIMER'S DISEASE AND RELATED DISORDERS, INC. - HOUSTON AND SOUTHEAST TEXAS CHAPTER 401(K) PLAN

2009: ALZHEIMER'S DISEASE AND RELATED DISORDERS, INC. - HOUSTON AND SOUTHEAST TEXAS CHAPTER 401(K) PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	Yes
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes
2008: ALZHEIMER'S DISEASE AND RELATED DISORDERS, INC. - HOUSTON AND SOUTHEAST TEXAS CHAPTER 401(K) PLAN 2008 form 5500 responses
2008-07-01	Type of plan entity	Single employer plan
2008-07-01	Submission has been amended	Yes
2008-07-01	This submission is the final filing	No
2008-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-07-01	Plan is a collectively bargained plan	No
2008-07-01	Plan funding arrangement – Trust	Yes
2008-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 91137-1

Policy instance

Insurance contract or identification number	RM 91137-1
Number of Individuals Covered	30
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $4,562
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	ALZHEIMER'S DISEASE AND RELATED DISORDERS, INC.- HOUSTON ANDSOUTHEAST
Employer identification number (EIN):	742198685
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations