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THE PHILADELPHIA ALLIANCE 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameTHE PHILADELPHIA ALLIANCE 403(B) RETIREMENT PLAN
Plan identification number 001

THE PHILADELPHIA ALLIANCE 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined 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)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

THE PHILADELPHIA ALLIANCE has sponsored the creation of one or more 401k plans.

Company Name:THE PHILADELPHIA ALLIANCE
Employer identification number (EIN):232215383
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PHILADELPHIA ALLIANCE 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-07-01CHERIE BRUMMANS2016-01-06
0012013-07-01CHERIE BRUMMANS2015-01-06
0012012-07-01TIM WILSON2014-01-16
0012011-07-01TIM WILSON2013-01-14 TIM WILSON2013-01-14
0012009-07-01TIM WILSON TIM WILSON2011-01-25
0012007-07-01TIM WILSON TIM WILSON2010-07-13
0012005-07-01TIM WILSON TIM WILSON2010-07-13
0012004-07-01TIM WILSON TIM WILSON2010-07-13
0012003-07-01TIM WILSON TIM WILSON2010-07-13
0012002-07-01TIM WILSON TIM WILSON2010-07-13
0012001-07-01TIM WILSON TIM WILSON2010-07-13

Plan Statistics for THE PHILADELPHIA ALLIANCE 403(B) RETIREMENT PLAN

401k plan membership statisitcs for THE PHILADELPHIA ALLIANCE 403(B) RETIREMENT PLAN

Measure Date Value
2009: THE PHILADELPHIA ALLIANCE 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-013
Total number of active participants reported on line 7a of the Form 55002009-07-013
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-011
Total of all active and inactive participants2009-07-014
Total participants2009-07-014
Number of participants with account balances2009-07-013
2007: THE PHILADELPHIA ALLIANCE 403(B) RETIREMENT PLAN 2007 401k membership
Total participants, beginning-of-year2007-07-010
Total number of active participants reported on line 7a of the Form 55002007-07-010
Total of all active and inactive participants2007-07-010
Total participants2007-07-010
2005: THE PHILADELPHIA ALLIANCE 403(B) RETIREMENT PLAN 2005 401k membership
Total participants, beginning-of-year2005-07-010
Total number of active participants reported on line 7a of the Form 55002005-07-010
Total of all active and inactive participants2005-07-010
Total participants2005-07-010
2004: THE PHILADELPHIA ALLIANCE 403(B) RETIREMENT PLAN 2004 401k membership
Total participants, beginning-of-year2004-07-010
Total number of active participants reported on line 7a of the Form 55002004-07-010
Total of all active and inactive participants2004-07-010
Total participants2004-07-010
2003: THE PHILADELPHIA ALLIANCE 403(B) RETIREMENT PLAN 2003 401k membership
Total participants, beginning-of-year2003-07-010
Total number of active participants reported on line 7a of the Form 55002003-07-010
Total of all active and inactive participants2003-07-010
Total participants2003-07-010
2002: THE PHILADELPHIA ALLIANCE 403(B) RETIREMENT PLAN 2002 401k membership
Total participants, beginning-of-year2002-07-010
Total number of active participants reported on line 7a of the Form 55002002-07-010
Total of all active and inactive participants2002-07-010
Total participants2002-07-010
2001: THE PHILADELPHIA ALLIANCE 403(B) RETIREMENT PLAN 2001 401k membership
Total participants, beginning-of-year2001-07-010
Total number of active participants reported on line 7a of the Form 55002001-07-010
Total of all active and inactive participants2001-07-010
Total participants2001-07-010

Financial Data on THE PHILADELPHIA ALLIANCE 403(B) RETIREMENT PLAN

Measure Date Value
2011 : THE PHILADELPHIA ALLIANCE 403(B) RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-06-30$85,269
Expenses. Total of all expenses incurred2011-06-30$1,506
Total plan assets at end of year2011-06-30$214,013
Total plan assets at beginning of year2011-06-30$130,250
Total contributions received or receivable from participants2011-06-30$26,125
Contributions received from other sources (not participants or employers)2011-06-30$5,081
Other income received2011-06-30$44,008
Noncash contributions received2011-06-30$86
Net income (gross income less expenses)2011-06-30$83,763
Net plan assets at end of year (total assets less liabilities)2011-06-30$214,013
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$130,250
Assets. Value of participant loans2011-06-30$3,607
Total contributions received or receivable from employer(s)2011-06-30$9,969
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$1,506

Form 5500 Responses for THE PHILADELPHIA ALLIANCE 403(B) RETIREMENT PLAN

2009: THE PHILADELPHIA ALLIANCE 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes
2007: THE PHILADELPHIA ALLIANCE 403(B) RETIREMENT PLAN 2007 form 5500 responses
2007-07-01Type of plan entitySingle employer plan
2007-07-01Submission has been amendedNo
2007-07-01This submission is the final filingNo
2007-07-01This return/report is a short plan year return/report (less than 12 months)No
2007-07-01Plan is a collectively bargained planNo
2005: THE PHILADELPHIA ALLIANCE 403(B) RETIREMENT PLAN 2005 form 5500 responses
2005-07-01Type of plan entitySingle employer plan
2005-07-01Submission has been amendedNo
2005-07-01This submission is the final filingNo
2005-07-01This return/report is a short plan year return/report (less than 12 months)No
2005-07-01Plan is a collectively bargained planNo
2004: THE PHILADELPHIA ALLIANCE 403(B) RETIREMENT PLAN 2004 form 5500 responses
2004-07-01Type of plan entitySingle employer plan
2004-07-01Submission has been amendedNo
2004-07-01This submission is the final filingNo
2004-07-01This return/report is a short plan year return/report (less than 12 months)No
2004-07-01Plan is a collectively bargained planNo
2003: THE PHILADELPHIA ALLIANCE 403(B) RETIREMENT PLAN 2003 form 5500 responses
2003-07-01Type of plan entitySingle employer plan
2003-07-01Submission has been amendedNo
2003-07-01This submission is the final filingNo
2003-07-01This return/report is a short plan year return/report (less than 12 months)No
2003-07-01Plan is a collectively bargained planNo
2002: THE PHILADELPHIA ALLIANCE 403(B) RETIREMENT PLAN 2002 form 5500 responses
2002-07-01Type of plan entitySingle employer plan
2002-07-01Submission has been amendedNo
2002-07-01This submission is the final filingNo
2002-07-01This return/report is a short plan year return/report (less than 12 months)No
2002-07-01Plan is a collectively bargained planNo
2001: THE PHILADELPHIA ALLIANCE 403(B) RETIREMENT PLAN 2001 form 5500 responses
2001-07-01Type of plan entitySingle employer plan
2001-07-01Submission has been amendedNo
2001-07-01This submission is the final filingNo
2001-07-01This return/report is a short plan year return/report (less than 12 months)No
2001-07-01Plan is a collectively bargained planNo

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