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DEFINED BENEFIT PENSION PLAN FOR EES OF CHILD WELFARE LEAGUE OF AMERICA, INC. 401k Plan overview

Plan NameDEFINED BENEFIT PENSION PLAN FOR EES OF CHILD WELFARE LEAGUE OF AMERICA, INC.
Plan identification number 001

DEFINED BENEFIT PENSION PLAN FOR EES OF CHILD WELFARE LEAGUE OF AMERICA, INC. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

CHILD WELFARE LEAGUE OF AMERICA has sponsored the creation of one or more 401k plans.

Company Name:CHILD WELFARE LEAGUE OF AMERICA
Employer identification number (EIN):131641066
NAIC Classification:624410
NAIC Description:Child Day Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEFINED BENEFIT PENSION PLAN FOR EES OF CHILD WELFARE LEAGUE OF AMERICA, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-01-01EUGINE LEE
0012011-01-01EUGINE LEE
0012010-01-01EUGINE LEE
0012009-01-01EUGINE LEE

Plan Statistics for DEFINED BENEFIT PENSION PLAN FOR EES OF CHILD WELFARE LEAGUE OF AMERICA, INC.

401k plan membership statisitcs for DEFINED BENEFIT PENSION PLAN FOR EES OF CHILD WELFARE LEAGUE OF AMERICA, INC.

Measure Date Value
2012: DEFINED BENEFIT PENSION PLAN FOR EES OF CHILD WELFARE LEAGUE OF AMERICA, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01128
Total number of active participants reported on line 7a of the Form 55002012-01-0110
Number of retired or separated participants receiving benefits2012-01-0128
Number of other retired or separated participants entitled to future benefits2012-01-0189
Total of all active and inactive participants2012-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DEFINED BENEFIT PENSION PLAN FOR EES OF CHILD WELFARE LEAGUE OF AMERICA, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01129
Total number of active participants reported on line 7a of the Form 55002011-01-0111
Number of retired or separated participants receiving benefits2011-01-0125
Number of other retired or separated participants entitled to future benefits2011-01-0191
Total of all active and inactive participants2011-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: DEFINED BENEFIT PENSION PLAN FOR EES OF CHILD WELFARE LEAGUE OF AMERICA, INC. 2010 401k membership
Total participants, beginning-of-year2010-01-01130
Total number of active participants reported on line 7a of the Form 55002010-01-0111
Number of retired or separated participants receiving benefits2010-01-0124
Number of other retired or separated participants entitled to future benefits2010-01-0194
Total of all active and inactive participants2010-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: DEFINED BENEFIT PENSION PLAN FOR EES OF CHILD WELFARE LEAGUE OF AMERICA, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01137
Total number of active participants reported on line 7a of the Form 55002009-01-0117
Number of retired or separated participants receiving benefits2009-01-0118
Number of other retired or separated participants entitled to future benefits2009-01-0195
Total of all active and inactive participants2009-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DEFINED BENEFIT PENSION PLAN FOR EES OF CHILD WELFARE LEAGUE OF AMERICA, INC.

Measure Date Value
2012 : DEFINED BENEFIT PENSION PLAN FOR EES OF CHILD WELFARE LEAGUE OF AMERICA, INC. 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$282,330
Total unrealized appreciation/depreciation of assets2012-12-31$282,330
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$618,309
Total loss/gain on sale of assets2012-12-31$216,007
Total of all expenses incurred2012-12-31$357,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$233,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$4,845,822
Value of total assets at beginning of year2012-12-31$4,584,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$123,623
Total interest from all sources2012-12-31$124
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$28,778
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
Administrative expenses professional fees incurred2012-12-31$57,392
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$28
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$867
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,194
Other income not declared elsewhere2012-12-31$14,149
Administrative expenses (other) incurred2012-12-31$46,076
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$261,034
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,845,822
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,584,788
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
Investment advisory and management fees2012-12-31$20,155
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,603,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,511,777
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$119,940
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$71,318
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$71,318
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$76,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Income. Dividends from common stock2012-12-31$28,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$233,624
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$2,121,970
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$1,999,499
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
Aggregate proceeds on sale of assets2012-12-31$216,007
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2012-12-31410746749
2011 : DEFINED BENEFIT PENSION PLAN FOR EES OF CHILD WELFARE LEAGUE OF AMERICA, INC. 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-112,937
Total unrealized appreciation/depreciation of assets2011-12-31$-112,937
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$129,157
Total loss/gain on sale of assets2011-12-31$133,240
Total of all expenses incurred2011-12-31$335,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$220,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$4,584,788
Value of total assets at beginning of year2011-12-31$4,791,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$115,148
Total interest from all sources2011-12-31$106
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$26,454
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$56,531
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$35
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,194
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,520
Other income not declared elsewhere2011-12-31$128
Administrative expenses (other) incurred2011-12-31$36,319
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-206,561
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,584,788
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,791,349
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$22,298
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,511,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,565,749
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$71,318
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$231,032
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$231,032
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$106
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$82,166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Income. Dividends from common stock2011-12-31$26,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$220,535
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$1,999,499
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$1,993,048
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
Aggregate proceeds on sale of assets2011-12-31$133,240
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : DEFINED BENEFIT PENSION PLAN FOR EES OF CHILD WELFARE LEAGUE OF AMERICA, INC. 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$282,489
Total unrealized appreciation/depreciation of assets2010-12-31$282,489
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$820,392
Total loss/gain on sale of assets2010-12-31$234,508
Total of all expenses incurred2010-12-31$298,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$192,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$211,812
Value of total assets at end of year2010-12-31$4,791,349
Value of total assets at beginning of year2010-12-31$4,269,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$105,927
Total interest from all sources2010-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$24,343
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$53,655
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,519
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$793
Other income not declared elsewhere2010-12-31$3,781
Administrative expenses (other) incurred2010-12-31$37,920
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$521,801
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,791,349
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,269,548
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
Investment advisory and management fees2010-12-31$14,352
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,565,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,300,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$231,033
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$105,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$105,276
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$63,458
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$211,812
Employer contributions (assets) at beginning of year2010-12-31$208,426
Income. Dividends from common stock2010-12-31$24,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$192,664
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$1,993,048
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$1,654,831
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
Aggregate proceeds on sale of assets2010-12-31$234,508
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LARSON ALLEN LLP
Accountancy firm EIN2010-12-31410746749
2009 : DEFINED BENEFIT PENSION PLAN FOR EES OF CHILD WELFARE LEAGUE OF AMERICA, INC. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for DEFINED BENEFIT PENSION PLAN FOR EES OF CHILD WELFARE LEAGUE OF AMERICA, INC.

2012: DEFINED BENEFIT PENSION PLAN FOR EES OF CHILD WELFARE LEAGUE OF AMERICA, INC. 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: DEFINED BENEFIT PENSION PLAN FOR EES OF CHILD WELFARE LEAGUE OF AMERICA, INC. 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: DEFINED BENEFIT PENSION PLAN FOR EES OF CHILD WELFARE LEAGUE OF AMERICA, INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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: DEFINED BENEFIT PENSION PLAN FOR EES OF CHILD WELFARE LEAGUE OF AMERICA, INC. 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

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