401k Plan data: 403(B) THRIFT PLAN OF MERCER STREET FRIENDS CENTER plan

403(B) THRIFT PLAN OF MERCER STREET FRIENDS CENTER 401k Plan overview

Plan Name	403(B) THRIFT PLAN OF MERCER STREET FRIENDS CENTER
Plan identification number	002

403(B) THRIFT PLAN OF MERCER STREET FRIENDS CENTER 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.
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

MERCER STREET FRIENDS CENTER has sponsored the creation of one or more 401k plans.

Company Name: MERCER STREET FRIENDS CENTER

Employer identification number (EIN): 210733990

NAIC Classification: 621420
NAIC Description: Outpatient Mental Health and Substance Abuse Centers

Additional information about MERCER STREET FRIENDS CENTER

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services

Incorporation Date:

Company Identification Number: 0000020678

More information about MERCER STREET FRIENDS CENTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF MERCER STREET FRIENDS CENTER

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 DAVID ZBORAY 2023-07-27 DAVID ZBORAY 2023-07-27
002 2021-01-01 DAVID ZBORAY 2022-03-24 DAVID ZBORAY 2022-03-24
002 2020-01-01 DAVID ZBORAY 2021-08-03
002 2019-01-01 ARMSTEAD JOHNSON 2020-07-28 ARMSTEAD JOHNSON 2020-07-28
002 2018-01-01 ARMSTEAD JOHNSON 2019-10-10 ARMSTEAD JOHNSON 2019-10-10
002 2017-01-01 ARMSTEAD JOHNSON 2018-09-26 ARMSTEAD JOHNSON 2018-09-26
002 2016-01-01 ARMSTEAD JOHNSON 2017-09-29 ARMSTEAD JOHNSON 2017-09-29
002 2015-01-01 ARMSTEAD JOHNSON 2016-08-24 ARMSTEAD JOHNSON 2016-08-24
002 2014-01-01 SHANNON M. MASON SHANNON M. MASON 2015-10-15
002 2013-01-01 SHANNON MASON
002 2012-01-01 SHANNON MASON
002 2011-01-01 SHANNON MASON
002 2009-01-01 JEAN BERNARD 2010-10-12
002 2009-01-01 JEAN BERNARD
002 2009-01-01 SHANNON MASON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	DAVID ZBORAY	2023-07-27	DAVID ZBORAY	2023-07-27
002	2021-01-01	DAVID ZBORAY	2022-03-24	DAVID ZBORAY	2022-03-24
002	2020-01-01	DAVID ZBORAY	2021-08-03
002	2019-01-01	ARMSTEAD JOHNSON	2020-07-28	ARMSTEAD JOHNSON	2020-07-28
002	2018-01-01	ARMSTEAD JOHNSON	2019-10-10	ARMSTEAD JOHNSON	2019-10-10
002	2017-01-01	ARMSTEAD JOHNSON	2018-09-26	ARMSTEAD JOHNSON	2018-09-26
002	2016-01-01	ARMSTEAD JOHNSON	2017-09-29	ARMSTEAD JOHNSON	2017-09-29
002	2015-01-01	ARMSTEAD JOHNSON	2016-08-24	ARMSTEAD JOHNSON	2016-08-24
002	2014-01-01	SHANNON M. MASON		SHANNON M. MASON	2015-10-15
002	2013-01-01	SHANNON MASON
002	2012-01-01	SHANNON MASON
002	2011-01-01	SHANNON MASON
002	2009-01-01			JEAN BERNARD	2010-10-12
002	2009-01-01	JEAN BERNARD
002	2009-01-01	SHANNON MASON

Plan Statistics for 403(B) THRIFT PLAN OF MERCER STREET FRIENDS CENTER

401k plan membership statisitcs for 403(B) THRIFT PLAN OF MERCER STREET FRIENDS CENTER

Measure Date Value
2014: 403(B) THRIFT PLAN OF MERCER STREET FRIENDS CENTER 2014 401k membership
Total participants, beginning-of-year 2014-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 39
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 47
Total of all active and inactive participants 2014-01-01 86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 2
Total participants 2014-01-01 88
Number of participants with account balances 2014-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: 403(B) THRIFT PLAN OF MERCER STREET FRIENDS CENTER 2013 401k membership
Total participants, beginning-of-year 2013-01-01 114
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 37
Number of other retired or separated participants entitled to future benefits 2013-01-01 62
Total of all active and inactive participants 2013-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 100
Number of participants with account balances 2013-01-01 100
2012: 403(B) THRIFT PLAN OF MERCER STREET FRIENDS CENTER 2012 401k membership
Total participants, beginning-of-year 2012-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 64
Number of other retired or separated participants entitled to future benefits 2012-01-01 49
Total of all active and inactive participants 2012-01-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 114
Number of participants with account balances 2012-01-01 114
2011: 403(B) THRIFT PLAN OF MERCER STREET FRIENDS CENTER 2011 401k membership
Total participants, beginning-of-year 2011-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 73
Number of other retired or separated participants entitled to future benefits 2011-01-01 44
Total of all active and inactive participants 2011-01-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 119
Number of participants with account balances 2011-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: 403(B) THRIFT PLAN OF MERCER STREET FRIENDS CENTER 2009 401k membership
Total participants, beginning-of-year 2009-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 88
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 39
Total of all active and inactive participants 2009-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 127
Number of participants with account balances 2009-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2014: 403(B) THRIFT PLAN OF MERCER STREET FRIENDS CENTER 2014 401k membership
Total participants, beginning-of-year	2014-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	39
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	47
Total of all active and inactive participants	2014-01-01	86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	2
Total participants	2014-01-01	88
Number of participants with account balances	2014-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: 403(B) THRIFT PLAN OF MERCER STREET FRIENDS CENTER 2013 401k membership
Total participants, beginning-of-year	2013-01-01	114
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	37
Number of other retired or separated participants entitled to future benefits	2013-01-01	62
Total of all active and inactive participants	2013-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	100
Number of participants with account balances	2013-01-01	100
2012: 403(B) THRIFT PLAN OF MERCER STREET FRIENDS CENTER 2012 401k membership
Total participants, beginning-of-year	2012-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	64
Number of other retired or separated participants entitled to future benefits	2012-01-01	49
Total of all active and inactive participants	2012-01-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	114
Number of participants with account balances	2012-01-01	114
2011: 403(B) THRIFT PLAN OF MERCER STREET FRIENDS CENTER 2011 401k membership
Total participants, beginning-of-year	2011-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	73
Number of other retired or separated participants entitled to future benefits	2011-01-01	44
Total of all active and inactive participants	2011-01-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	119
Number of participants with account balances	2011-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: 403(B) THRIFT PLAN OF MERCER STREET FRIENDS CENTER 2009 401k membership
Total participants, beginning-of-year	2009-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	88
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	39
Total of all active and inactive participants	2009-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	127
Number of participants with account balances	2009-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on 403(B) THRIFT PLAN OF MERCER STREET FRIENDS CENTER

Measure	Date	Value
2014 : 403(B) THRIFT PLAN OF MERCER STREET FRIENDS CENTER 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$237,998
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$941,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$940,084
Expenses. Certain deemed distributions of participant loans	2014-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$99,943
Value of total assets at end of year	2014-12-31	$2,843,723
Value of total assets at beginning of year	2014-12-31	$3,547,175
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,366
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$400,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$99,706
Participant contributions at end of year	2014-12-31	$4,004
Participant contributions at beginning of year	2014-12-31	$7,219
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$237
Administrative expenses (other) incurred	2014-12-31	$1,366
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-703,452
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,843,723
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$3,547,175
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,568,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,828,617
Interest on participant loans	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,271,546
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,710,175
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Net investment gain/loss from pooled separate accounts	2014-12-31	$127,178
Net investment gain or loss from common/collective trusts	2014-12-31	$10,877
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$1,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$940,084
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	SOBEL & CO., LLC
Accountancy firm EIN	2014-12-31	221430039
2013 : 403(B) THRIFT PLAN OF MERCER STREET FRIENDS CENTER 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$1,803
Total unrealized appreciation/depreciation of assets	2013-12-31	$1,803
Total income from all sources (including contributions)	2013-12-31	$528,536
Total of all expenses incurred	2013-12-31	$1,172,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,171,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$155,734
Value of total assets at end of year	2013-12-31	$3,547,175
Value of total assets at beginning of year	2013-12-31	$4,191,345
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$1,608
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$155,185
Participant contributions at end of year	2013-12-31	$7,219
Participant contributions at beginning of year	2013-12-31	$12,716
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$305
Administrative expenses (other) incurred	2013-12-31	$1,608
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$-644,170
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,547,175
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,191,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$1,828,617
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$1,624,777
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,710,175
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$2,552,932
Net investment gain/loss from pooled separate accounts	2013-12-31	$346,285
Net investment gain or loss from common/collective trusts	2013-12-31	$24,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$244
Employer contributions (assets) at end of year	2013-12-31	$1,164
Employer contributions (assets) at beginning of year	2013-12-31	$920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,171,098
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MERCADIEN PC CPAS
Accountancy firm EIN	2013-12-31	223271712
2012 : 403(B) THRIFT PLAN OF MERCER STREET FRIENDS CENTER 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$1,151
Total unrealized appreciation/depreciation of assets	2012-12-31	$1,151
Total income from all sources (including contributions)	2012-12-31	$369,365
Total of all expenses incurred	2012-12-31	$252,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$250,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$165,542
Value of total assets at end of year	2012-12-31	$4,191,345
Value of total assets at beginning of year	2012-12-31	$4,073,992
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,731
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$165,287
Participant contributions at end of year	2012-12-31	$12,716
Participant contributions at beginning of year	2012-12-31	$16,237
Administrative expenses (other) incurred	2012-12-31	$1,731
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	$117,353
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$4,191,345
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,073,992
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
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$1,624,777
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$1,423,569
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$2,552,932
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$2,633,521
Net investment gain/loss from pooled separate accounts	2012-12-31	$159,413
Net investment gain or loss from common/collective trusts	2012-12-31	$43,259
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	Yes
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	$255
Employer contributions (assets) at end of year	2012-12-31	$920
Employer contributions (assets) at beginning of year	2012-12-31	$665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$250,281
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
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
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	MERCADIEN PC CPAS
Accountancy firm EIN	2012-12-31	223271712
2011 : 403(B) THRIFT PLAN OF MERCER STREET FRIENDS CENTER 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$561
Total unrealized appreciation/depreciation of assets	2011-12-31	$561
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$7,525
Total income from all sources (including contributions)	2011-12-31	$332,195
Total of all expenses incurred	2011-12-31	$239,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$237,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$306,421
Value of total assets at end of year	2011-12-31	$4,073,992
Value of total assets at beginning of year	2011-12-31	$3,988,382
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$252,798
Participant contributions at end of year	2011-12-31	$16,237
Participant contributions at beginning of year	2011-12-31	$10,218
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$51
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$7,525
Administrative expenses (other) incurred	2011-12-31	$1,892
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	$93,135
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,073,992
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,980,857
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
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$1,423,569
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$1,397,065
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$2,633,521
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$2,575,937
Net investment gain/loss from pooled separate accounts	2011-12-31	$-26,548
Net investment gain or loss from common/collective trusts	2011-12-31	$51,761
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	$53,572
Employer contributions (assets) at end of year	2011-12-31	$665
Employer contributions (assets) at beginning of year	2011-12-31	$5,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$237,168
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
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
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	MERCADIEN, P.C.CPAS
Accountancy firm EIN	2011-12-31	223271712
2010 : 403(B) THRIFT PLAN OF MERCER STREET FRIENDS CENTER 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$1,271
Total unrealized appreciation/depreciation of assets	2010-12-31	$1,271
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$7,525
Total income from all sources (including contributions)	2010-12-31	$681,523
Total of all expenses incurred	2010-12-31	$502,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$500,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$436,224
Value of total assets at end of year	2010-12-31	$3,988,382
Value of total assets at beginning of year	2010-12-31	$3,802,106
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,106
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$289,138
Participant contributions at end of year	2010-12-31	$10,218
Participant contributions at beginning of year	2010-12-31	$10,014
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$7,525
Administrative expenses (other) incurred	2010-12-31	$2,106
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	$178,751
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,980,857
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,802,106
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
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$1,397,065
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$1,378,971
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$2,575,937
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$2,406,834
Net investment gain/loss from pooled separate accounts	2010-12-31	$174,562
Net investment gain or loss from common/collective trusts	2010-12-31	$69,466
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	$147,086
Employer contributions (assets) at end of year	2010-12-31	$5,162
Employer contributions (assets) at beginning of year	2010-12-31	$6,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$500,666
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
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
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	MERCADIEN, P.C. CPAS
Accountancy firm EIN	2010-12-31	223271712
2009 : 403(B) THRIFT PLAN OF MERCER STREET FRIENDS CENTER 2009 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2009-12-31	$2,064
Total unrealized appreciation/depreciation of assets	2009-12-31	$2,064
Total income from all sources (including contributions)	2009-12-31	$799,402
Total of all expenses incurred	2009-12-31	$237,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2009-12-31	$234,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2009-12-31	$488,849
Value of total assets at end of year	2009-12-31	$3,802,106
Value of total assets at beginning of year	2009-12-31	$3,239,980
Total of administrative expenses incurred including professional, contract, advisory and management fees	2009-12-31	$2,328
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2009-12-31	No
Was this plan covered by a fidelity bond	2009-12-31	Yes
Value of fidelity bond cover	2009-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2009-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2009-12-31	No
Contributions received from participants	2009-12-31	$277,082
Participant contributions at end of year	2009-12-31	$10,014
Participant contributions at beginning of year	2009-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2009-12-31	$54,434
Administrative expenses (other) incurred	2009-12-31	$2,328
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2009-12-31	No
Value of net income/loss	2009-12-31	$562,126
Value of net assets at end of year (total assets less liabilities)	2009-12-31	$3,802,106
Value of net assets at beginning of year (total assets less liabilities)	2009-12-31	$3,239,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2009-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2009-12-31	No
Were any leases to which the plan was party in default or uncollectible	2009-12-31	No
Value of interest in pooled separate accounts at end of year	2009-12-31	$1,378,971
Value of interest in pooled separate accounts at beginning of year	2009-12-31	$986,953
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2009-12-31	$2,406,834
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2009-12-31	$2,253,027
Net investment gain/loss from pooled separate accounts	2009-12-31	$240,452
Net investment gain or loss from common/collective trusts	2009-12-31	$68,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2009-12-31	No
Was there a failure to transmit to the plan any participant contributions	2009-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2009-12-31	No
Contributions received in cash from employer	2009-12-31	$157,333
Employer contributions (assets) at end of year	2009-12-31	$6,287
Employer contributions (assets) at beginning of year	2009-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2009-12-31	$234,948
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2009-12-31	No
Did the plan have assets held for investment	2009-12-31	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	2009-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2009-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2009-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2009-12-31	Disclaimer
Accountancy firm name	2009-12-31	MERCADIEN, P.C. CPAS
Accountancy firm EIN	2009-12-31	223271712

Form 5500 Responses for 403(B) THRIFT PLAN OF MERCER STREET FRIENDS CENTER

2014: 403(B) THRIFT PLAN OF MERCER STREET FRIENDS CENTER 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: 403(B) THRIFT PLAN OF MERCER STREET FRIENDS CENTER 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: 403(B) THRIFT PLAN OF MERCER STREET FRIENDS CENTER 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: 403(B) THRIFT PLAN OF MERCER STREET FRIENDS CENTER 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2009: 403(B) THRIFT PLAN OF MERCER STREET FRIENDS CENTER 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
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 benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

006565A

Policy instance

Insurance contract or identification number	006565A
Number of Individuals Covered	88
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $145
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	1
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?	No
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
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	145
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	PARSIPPANY REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

006565-A

Policy instance

Insurance contract or identification number	006565-A
Number of Individuals Covered	119
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,577
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

006565-A

Policy instance

Insurance contract or identification number	006565-A
Number of Individuals Covered	121
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $448
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	MERCER STREET FRIENDS CENTER
Employer identification number (EIN):	210733990
NAIC Classification:	621420
NAIC Description:	Outpatient Mental Health and Substance Abuse Centers

Jurisdiction of Incorporation:	New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number:	0000020678