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403(B) PLAN FOR VOCATIONAL VISIONS 401k Plan overview

Plan Name403(B) PLAN FOR VOCATIONAL VISIONS
Plan identification number 001

403(B) PLAN FOR VOCATIONAL VISIONS 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.
  • 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.

401k Sponsoring company profile

VOCATIONAL VISIONS has sponsored the creation of one or more 401k plans.

Company Name:VOCATIONAL VISIONS
Employer identification number (EIN):952972669
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Additional information about VOCATIONAL VISIONS

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0759190

More information about VOCATIONAL VISIONS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) PLAN FOR VOCATIONAL VISIONS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01JOAN MCKINNEY2014-04-17 JOAN MCKINNEY2014-04-17
0012012-01-01JOAN MCKINNEY JOAN MCKINNEY2013-10-03
0012011-01-01KATHRYN HEBEL KATHRYN HEBEL2012-10-15
0012010-01-01KATHRYN HEBEL KATHRYN HEBEL2012-05-17
0012009-01-01KATHRYN HEBEL KATHRYN HEBEL2012-05-17
0012008-01-01KATHRYN HEBEL KATHRYN HEBEL2012-05-16
0012007-01-01KATHRYN HEBEL KATHRYN HEBEL2012-05-16
0012006-01-01KATHRYN HEBEL KATHRYN HEBEL2012-05-16

Plan Statistics for 403(B) PLAN FOR VOCATIONAL VISIONS

401k plan membership statisitcs for 403(B) PLAN FOR VOCATIONAL VISIONS

Measure Date Value
2012: 403(B) PLAN FOR VOCATIONAL VISIONS 2012 401k membership
Total participants, beginning-of-year2012-01-01185
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-017
Number of participants with account balances2012-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: 403(B) PLAN FOR VOCATIONAL VISIONS 2011 401k membership
Total participants, beginning-of-year2011-01-01179
Total number of active participants reported on line 7a of the Form 55002011-01-01180
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01185
Number of participants with account balances2011-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: 403(B) PLAN FOR VOCATIONAL VISIONS 2010 401k membership
Total participants, beginning-of-year2010-01-01193
Total number of active participants reported on line 7a of the Form 55002010-01-01176
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-013
Total of all active and inactive participants2010-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01179
Number of participants with account balances2010-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: 403(B) PLAN FOR VOCATIONAL VISIONS 2009 401k membership
Total participants, beginning-of-year2009-01-01177
Total number of active participants reported on line 7a of the Form 55002009-01-01189
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01193
Number of participants with account balances2009-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: 403(B) PLAN FOR VOCATIONAL VISIONS 2008 401k membership
Total of all active and inactive participants2008-01-010
Total participants2008-01-010
2007: 403(B) PLAN FOR VOCATIONAL VISIONS 2007 401k membership
Total of all active and inactive participants2007-01-010
Total participants2007-01-010

Financial Data on 403(B) PLAN FOR VOCATIONAL VISIONS

Measure Date Value
2012 : 403(B) PLAN FOR VOCATIONAL VISIONS 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$101,158
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$618,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$615,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$49,133
Value of total assets at end of year2012-12-31$12,108
Value of total assets at beginning of year2012-12-31$529,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,554
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$7,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2012-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$7,132
Was this plan covered by a fidelity bond2012-12-31No
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$45,799
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$630
Other income not declared elsewhere2012-12-31$402
Administrative expenses (other) incurred2012-12-31$220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-517,318
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,108
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$529,426
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$12,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$529,426
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$70
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$44,491
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$615,922
Contract administrator fees2012-12-31$2,334
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31HBLA, CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2012-12-31330155525
2011 : 403(B) PLAN FOR VOCATIONAL VISIONS 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$57,607
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$9,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$8,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$44,786
Value of total assets at end of year2011-12-31$529,426
Value of total assets at beginning of year2011-12-31$481,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$654
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$12,118
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$12,118
Was this plan covered by a fidelity bond2011-12-31No
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$44,786
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$3,211
Other income not declared elsewhere2011-12-31$1,906
Administrative expenses (other) incurred2011-12-31$9
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$48,426
Value of net assets at end of year (total assets less liabilities)2011-12-31$529,426
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$481,000
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
Investment advisory and management fees2011-12-31$645
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$529,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$477,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,203
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,527
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31HBLA,CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2011-12-31330155525
2010 : 403(B) PLAN FOR VOCATIONAL VISIONS 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$103,494
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$51,729
Value of total assets at end of year2010-12-31$481,000
Value of total assets at beginning of year2010-12-31$379,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$939
Total interest from all sources2010-12-31$10,151
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$939
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$51,729
Participant contributions at end of year2010-12-31$3,211
Participant contributions at beginning of year2010-12-31$3,457
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$101,955
Value of net assets at end of year (total assets less liabilities)2010-12-31$481,000
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$379,045
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$477,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$375,588
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$10,151
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$41,614
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$600
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31HBLA, CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2010-12-31330155525
2006 : 403(B) PLAN FOR VOCATIONAL VISIONS 2006 401k financial data
Total unrealized appreciation/depreciation of assets2006-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2006-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2006-12-31$0
Total income from all sources (including contributions)2006-12-31$0
Total loss/gain on sale of assets2006-12-31$0
Total of all expenses incurred2006-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2006-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2006-12-31$0
Value of total assets at end of year2006-12-31$0
Value of total assets at beginning of year2006-12-31$481,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2006-12-31$0
Total interest from all sources2006-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2006-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2006-12-31No
If this is an individual account plan, was there a blackout period2006-12-31No
Were there any nonexempt tranactions with any party-in-interest2006-12-31No
Participant contributions at beginning of year2006-12-31$3,211
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2006-12-31No
Value of net income/loss2006-12-31$0
Value of net assets at end of year (total assets less liabilities)2006-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2006-12-31$481,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2006-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2006-12-31No
Were any leases to which the plan was party in default or uncollectible2006-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2006-12-31$471,764
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2006-12-31$6,025
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2006-12-31$6,025
Was there a failure to transmit to the plan any participant contributions2006-12-31No
Has the plan failed to provide any benefit when due under the plan2006-12-31No
Did the plan have assets held for investment2006-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2006-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2006-12-31No

Form 5500 Responses for 403(B) PLAN FOR VOCATIONAL VISIONS

2012: 403(B) PLAN FOR VOCATIONAL VISIONS 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: 403(B) PLAN FOR VOCATIONAL VISIONS 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: 403(B) PLAN FOR VOCATIONAL VISIONS 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: 403(B) PLAN FOR VOCATIONAL VISIONS 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: 403(B) PLAN FOR VOCATIONAL VISIONS 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2007: 403(B) PLAN FOR VOCATIONAL VISIONS 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2006: 403(B) PLAN FOR VOCATIONAL VISIONS 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01First time form 5500 has been submittedYes
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo

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