401k Plan data: COMMUNITIES UNITED plan

COMMUNITIES UNITED 401k Plan overview

Plan Name	COMMUNITIES UNITED
Plan identification number	002

COMMUNITIES UNITED Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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 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.
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.

401k Sponsoring company profile

COMMUNITIES UNITED INC has sponsored the creation of one or more 401k plans.

Company Name: COMMUNITIES UNITED INC

Employer identification number (EIN): 042465684

NAIC Classification: 624410
NAIC Description: Child Day Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITIES UNITED

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 THERESA NATALE 2024-10-11 THERESA NATALE 2024-10-11
002 2022-01-01 TERRI NATALE 2023-10-25 TERRI NATALE 2023-10-25
002 2021-01-01 TERRI NATALE 2022-06-01 TERRI NATALE 2022-06-01
002 2020-01-01 TERRI NATALE 2021-10-11 TERRI NATALE 2021-10-11
002 2019-01-01 TERRI NATALE 2020-10-15 TERRI NATALE 2020-10-15
002 2018-01-01 TERRI NATALE 2019-07-30 TERRI NATALE 2019-07-30
002 2017-01-01 TERRI NATALE 2018-07-13 TERRI NATALE 2018-07-13
002 2013-01-01 HOLLE FORBES 2014-07-18 LORRAINE HOWE 2014-07-18
002 2012-01-01 HOLLE FORBES LORI HOWE 2013-09-25
002 2011-01-01 HOLLE FORBES LORI HOWE 2012-09-06
002 2009-01-01 HOLLE FORBES LORI HOWE 2011-07-29
002 2009-01-01 HOLLE FORBES LORI HOWE 2010-10-13
002 2009-01-01 HOLLE FORBES LORRAINE HOWE 2011-03-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	THERESA NATALE	2024-10-11	THERESA NATALE	2024-10-11
002	2022-01-01	TERRI NATALE	2023-10-25	TERRI NATALE	2023-10-25
002	2021-01-01	TERRI NATALE	2022-06-01	TERRI NATALE	2022-06-01
002	2020-01-01	TERRI NATALE	2021-10-11	TERRI NATALE	2021-10-11
002	2019-01-01	TERRI NATALE	2020-10-15	TERRI NATALE	2020-10-15
002	2018-01-01	TERRI NATALE	2019-07-30	TERRI NATALE	2019-07-30
002	2017-01-01	TERRI NATALE	2018-07-13	TERRI NATALE	2018-07-13
002	2013-01-01	HOLLE FORBES	2014-07-18	LORRAINE HOWE	2014-07-18
002	2012-01-01	HOLLE FORBES		LORI HOWE	2013-09-25
002	2011-01-01	HOLLE FORBES		LORI HOWE	2012-09-06
002	2009-01-01	HOLLE FORBES		LORI HOWE	2011-07-29
002	2009-01-01	HOLLE FORBES		LORI HOWE	2010-10-13
002	2009-01-01	HOLLE FORBES		LORRAINE HOWE	2011-03-18

Plan Statistics for COMMUNITIES UNITED

401k plan membership statisitcs for COMMUNITIES UNITED

Measure Date Value
2025: COMMUNITIES UNITED 2025 401k membership
Total number of particpants at beginning of year 2025-10-01 83
Total number of particpants at end of year 2025-10-01 75
Number of Participants With Account Balances 2025-10-01 72
2024: COMMUNITIES UNITED 2024 401k membership
Total number of particpants at beginning of year 2024-10-11 80
Total number of particpants at end of year 2024-10-11 82
Number of Participants With Account Balances 2024-10-11 80
2022: COMMUNITIES UNITED 2022 401k membership
Total number of particpants at beginning of year 2022-06-01 75
Total number of particpants at end of year 2022-06-01 75
Number of Participants With Account Balances 2022-06-01 74
2012: COMMUNITIES UNITED 2012 401k membership
Total participants, beginning-of-year 2012-01-01 103
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 90
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 8
Total of all active and inactive participants 2012-01-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 98
Number of participants with account balances 2012-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 11
2011: COMMUNITIES UNITED 2011 401k membership
Total participants, beginning-of-year 2011-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 86
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 5
Total of all active and inactive participants 2011-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 91
Number of participants with account balances 2011-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 9
2009: COMMUNITIES UNITED 2009 401k membership
Total participants, beginning-of-year 2009-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 96
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 16
Total of all active and inactive participants 2009-01-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 112
Number of participants with account balances 2009-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 25

Measure	Date	Value
2025: COMMUNITIES UNITED 2025 401k membership
Total number of particpants at beginning of year	2025-10-01	83
Total number of particpants at end of year	2025-10-01	75
Number of Participants With Account Balances	2025-10-01	72
2024: COMMUNITIES UNITED 2024 401k membership
Total number of particpants at beginning of year	2024-10-11	80
Total number of particpants at end of year	2024-10-11	82
Number of Participants With Account Balances	2024-10-11	80
2022: COMMUNITIES UNITED 2022 401k membership
Total number of particpants at beginning of year	2022-06-01	75
Total number of particpants at end of year	2022-06-01	75
Number of Participants With Account Balances	2022-06-01	74
2012: COMMUNITIES UNITED 2012 401k membership
Total participants, beginning-of-year	2012-01-01	103
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	90
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	8
Total of all active and inactive participants	2012-01-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	98
Number of participants with account balances	2012-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	11
2011: COMMUNITIES UNITED 2011 401k membership
Total participants, beginning-of-year	2011-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	86
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	5
Total of all active and inactive participants	2011-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	91
Number of participants with account balances	2011-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	9
2009: COMMUNITIES UNITED 2009 401k membership
Total participants, beginning-of-year	2009-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	96
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	16
Total of all active and inactive participants	2009-01-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	112
Number of participants with account balances	2009-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	25

Financial Data on COMMUNITIES UNITED

Measure	Date	Value
2025 : COMMUNITIES UNITED 2025 401k financial data
Total transfers to/from plan in this plan year	2025-10-01	0
Total liabilities as of the end of the plan year	2025-10-01	0
Total liabilities as of the beginning of the plan year	2025-10-01	0
Total expenses incurred by plan in this plan year	2025-10-01	128601
Net assets as of the end of the plan year	2025-10-01	3246822
Total assets as of the beginning of the plan year	2025-10-01	2922141
Value of plan covered by a fidelity bond	2025-10-01	200000
Participant contributions to plan in this plan year	2025-10-01	171644
Value of participant loans at end of plan year	2025-10-01	35572
Other expenses paid from plan in this plan year	2025-10-01	0
Other contributions to plan in this plan year	2025-10-01	0
Other income to plan in this plan year	2025-10-01	281638
Plan net income in this plan year	2025-10-01	324681
Net assets as of the end of the plan year	2025-10-01	3246822
Net assets as of the beginning of the plan year	2025-10-01	2922141
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-01	1424
2024 : COMMUNITIES UNITED 2024 401k financial data
Total transfers to/from plan in this plan year	2024-10-11	0
Total liabilities as of the end of the plan year	2024-10-11	0
Total liabilities as of the beginning of the plan year	2024-10-11	0
Total expenses incurred by plan in this plan year	2024-10-11	68746
Net assets as of the end of the plan year	2024-10-11	2922141
Total assets as of the beginning of the plan year	2024-10-11	2450989
Value of plan covered by a fidelity bond	2024-10-11	200000
Participant contributions to plan in this plan year	2024-10-11	172102
Value of participant loans at end of plan year	2024-10-11	12199
Other expenses paid from plan in this plan year	2024-10-11	0
Other contributions to plan in this plan year	2024-10-11	0
Other income to plan in this plan year	2024-10-11	292796
Plan net income in this plan year	2024-10-11	471152
Net assets as of the end of the plan year	2024-10-11	2922141
Net assets as of the beginning of the plan year	2024-10-11	2450989
Value of contributions failed to transmitted timely	2024-10-11	334
Employer contributions to plan in this plan year	2024-10-11	75000
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-11	810
2022 : COMMUNITIES UNITED 2022 401k financial data
Total transfers to/from plan in this plan year	2022-06-01	0
Total liabilities as of the end of the plan year	2022-06-01	0
Total liabilities as of the beginning of the plan year	2022-06-01	0
Total expenses incurred by plan in this plan year	2022-06-01	14297
Net assets as of the end of the plan year	2022-06-01	2478150
Total assets as of the beginning of the plan year	2022-06-01	1955188
Value of plan covered by a fidelity bond	2022-06-01	200000
Participant contributions to plan in this plan year	2022-06-01	172879
Value of participant loans at end of plan year	2022-06-01	15669
Other expenses paid from plan in this plan year	2022-06-01	0
Other contributions to plan in this plan year	2022-06-01	0
Other income to plan in this plan year	2022-06-01	229380
Plan net income in this plan year	2022-06-01	522962
Net assets as of the end of the plan year	2022-06-01	2478150
Net assets as of the beginning of the plan year	2022-06-01	1955188
Value of contributions failed to transmitted timely	2022-06-01	334
Employer contributions to plan in this plan year	2022-06-01	135000
Expensese paid to adminstrative service provicers from plan in this plan year	2022-06-01	448
2012 : COMMUNITIES UNITED 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$0
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$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	$108,664
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$65,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$65,100
Expenses. Certain deemed distributions of participant loans	2012-12-31	$0
Value of total corrective distributions	2012-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$57,903
Value of total assets at end of year	2012-12-31	$765,981
Value of total assets at beginning of year	2012-12-31	$722,673
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$256
Total income from rents	2012-12-31	$0
Total interest from all sources	2012-12-31	$13,676
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$4,024
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$4,024
Administrative expenses professional fees incurred	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$200,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Amount of non-exempt transactions with any party-in-interest	2012-12-31	$0
Contributions received from participants	2012-12-31	$57,903
Participant contributions at end of year	2012-12-31	$1,459
Participant contributions at beginning of year	2012-12-31	$17,614
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$0
Other income not declared elsewhere	2012-12-31	$0
Administrative expenses (other) incurred	2012-12-31	$0
Liabilities. Value of operating payables 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	$43,308
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$765,981
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$722,673
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2012-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2012-12-31	$0
Investment advisory and management fees	2012-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$300,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$240,158
Interest on participant loans	2012-12-31	$206
Income. Interest from loans (other than to participants)	2012-12-31	$0
Interest earned on other investments	2012-12-31	$13,470
Income. Interest from US Government securities	2012-12-31	$0
Income. Interest from corporate debt instruments	2012-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$463,625
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$464,901
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$33,061
Net investment gain/loss from pooled separate accounts	2012-12-31	$0
Net investment gain or loss from common/collective trusts	2012-12-31	$0
Net gain/loss from 103.12 investment entities	2012-12-31	$0
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	$0
Employer contributions (assets) at end of year	2012-12-31	$0
Employer contributions (assets) at beginning of year	2012-12-31	$0
Income. Dividends from preferred stock	2012-12-31	$0
Income. Dividends from common stock	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$65,100
Contract administrator fees	2012-12-31	$256
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$0
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
Aggregate proceeds on sale of assets	2012-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2012-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	SIEGRIST, CREE ALESSANDRI & STRAUSS
Accountancy firm EIN	2012-12-31	042745810
2011 : COMMUNITIES UNITED 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$0
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$0
Total transfer of assets from this plan	2011-12-31	$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	$442,177
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$177,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$177,361
Expenses. Certain deemed distributions of participant loans	2011-12-31	$0
Value of total corrective distributions	2011-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$440,339
Value of total assets at end of year	2011-12-31	$722,673
Value of total assets at beginning of year	2011-12-31	$458,148
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$291
Total income from rents	2011-12-31	$0
Total interest from all sources	2011-12-31	$12,685
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$4,051
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$4,051
Administrative expenses professional fees incurred	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$200,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Amount of non-exempt transactions with any party-in-interest	2011-12-31	$0
Contributions received from participants	2011-12-31	$56,198
Participant contributions at end of year	2011-12-31	$17,614
Participant contributions at beginning of year	2011-12-31	$36,130
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$384,141
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$0
Other income not declared elsewhere	2011-12-31	$14
Administrative expenses (other) incurred	2011-12-31	$0
Liabilities. Value of operating payables at beginning of year	2011-12-31	$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	2011-12-31	No
Value of net income/loss	2011-12-31	$264,525
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$722,673
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$458,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2011-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2011-12-31	$0
Investment advisory and management fees	2011-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$240,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$194,037
Interest on participant loans	2011-12-31	$797
Income. Interest from loans (other than to participants)	2011-12-31	$0
Interest earned on other investments	2011-12-31	$11,888
Income. Interest from US Government securities	2011-12-31	$0
Income. Interest from corporate debt instruments	2011-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$464,901
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$227,981
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-14,912
Net investment gain/loss from pooled separate accounts	2011-12-31	$0
Net investment gain or loss from common/collective trusts	2011-12-31	$0
Net gain/loss from 103.12 investment entities	2011-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$0
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$0
Income. Dividends from preferred stock	2011-12-31	$0
Income. Dividends from common stock	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$177,361
Contract administrator fees	2011-12-31	$291
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$0
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2011-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	SIEGRIST, CREE, ALESSANDRI & STRAUS
Accountancy firm EIN	2011-12-31	042745810
2010 : COMMUNITIES UNITED 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets	2010-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$0
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$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	$68,251
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$87,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$87,523
Expenses. Certain deemed distributions of participant loans	2010-12-31	$0
Value of total corrective distributions	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$37,994
Value of total assets at end of year	2010-12-31	$458,148
Value of total assets at beginning of year	2010-12-31	$477,769
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$349
Total income from rents	2010-12-31	$0
Total interest from all sources	2010-12-31	$7,817
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$2,568
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$2,568
Administrative expenses professional fees incurred	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$200,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Amount of non-exempt transactions with any party-in-interest	2010-12-31	$0
Contributions received from participants	2010-12-31	$37,994
Participant contributions at end of year	2010-12-31	$36,130
Participant contributions at beginning of year	2010-12-31	$8,000
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$1
Administrative expenses (other) incurred	2010-12-31	$0
Liabilities. Value of operating payables at beginning of year	2010-12-31	$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	2010-12-31	No
Value of net income/loss	2010-12-31	$-19,621
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$458,148
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$477,769
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2010-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2010-12-31	$0
Investment advisory and management fees	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$194,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$231,733
Interest on participant loans	2010-12-31	$459
Income. Interest from loans (other than to participants)	2010-12-31	$0
Interest earned on other investments	2010-12-31	$7,358
Income. Interest from US Government securities	2010-12-31	$0
Income. Interest from corporate debt instruments	2010-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$227,981
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$238,036
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$19,871
Net investment gain/loss from pooled separate accounts	2010-12-31	$0
Net investment gain or loss from common/collective trusts	2010-12-31	$0
Net gain/loss from 103.12 investment entities	2010-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$0
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$0
Income. Dividends from preferred stock	2010-12-31	$0
Income. Dividends from common stock	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$87,523
Contract administrator fees	2010-12-31	$349
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$0
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2010-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	SIEGRIST & CREE CPAS, P.C.
Accountancy firm EIN	2010-12-31	042745810
2009 : COMMUNITIES UNITED 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for COMMUNITIES UNITED

2012: COMMUNITIES UNITED 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
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
2011: COMMUNITIES UNITED 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: COMMUNITIES UNITED 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	441463
Policy instance	1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	441463
Policy instance	1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	441463
Policy instance	1

Potentially related plans

COMMUNITIES UNITED FOR PEOPLE 401 K PROFIT SHARING PLAN TRUST [EIN = 931181863]

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Company Name:	COMMUNITIES UNITED INC
Employer identification number (EIN):	042465684
NAIC Classification:	624410
NAIC Description:	Child Day Care Services