401k Plan data: FRIENDS OF THE MIDLANDS RETIREMENT PLAN plan

FRIENDS OF THE MIDLANDS RETIREMENT PLAN 401k Plan overview

Plan Name	FRIENDS OF THE MIDLANDS RETIREMENT PLAN
Plan identification number	001

FRIENDS OF THE MIDLANDS RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

FRIENDS OF THE MIDLANDS, INC. has sponsored the creation of one or more 401k plans.

Company Name: FRIENDS OF THE MIDLANDS, INC.

Employer identification number (EIN): 273552624

NAIC Classification: 621610
NAIC Description: Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FRIENDS OF THE MIDLANDS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 KENNETH SUMMERS KENNETH SUMMERS 2014-04-06
001 2012-01-01 DEBRA SUMMERS DEBRA SUMMERS 2013-05-31
001 2011-01-01 KENNETH SUMMERS
001 2010-09-28 DEBRA SUMMERS DEBRA SUMMERS 2011-03-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	KENNETH SUMMERS	KENNETH SUMMERS	2014-04-06
001	2012-01-01	DEBRA SUMMERS	DEBRA SUMMERS	2013-05-31
001	2011-01-01	KENNETH SUMMERS
001	2010-09-28	DEBRA SUMMERS	DEBRA SUMMERS	2011-03-15

Plan Statistics for FRIENDS OF THE MIDLANDS RETIREMENT PLAN

401k plan membership statisitcs for FRIENDS OF THE MIDLANDS RETIREMENT PLAN

Measure Date Value
2013: FRIENDS OF THE MIDLANDS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
2012: FRIENDS OF THE MIDLANDS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
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 0
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: FRIENDS OF THE MIDLANDS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
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 0
Total of all active and inactive participants 2011-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: FRIENDS OF THE MIDLANDS RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-09-28 2
Total number of active participants reported on line 7a of the Form 5500 2010-09-28 2
Number of retired or separated participants receiving benefits 2010-09-28 0
Number of other retired or separated participants entitled to future benefits 2010-09-28 0
Total of all active and inactive participants 2010-09-28 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-09-28 0
Total participants 2010-09-28 2
Number of participants with account balances 2010-09-28 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-09-28 0

Measure	Date	Value
2013: FRIENDS OF THE MIDLANDS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
2012: FRIENDS OF THE MIDLANDS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
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	0
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: FRIENDS OF THE MIDLANDS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
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	0
Total of all active and inactive participants	2011-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: FRIENDS OF THE MIDLANDS RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-09-28	2
Total number of active participants reported on line 7a of the Form 5500	2010-09-28	2
Number of retired or separated participants receiving benefits	2010-09-28	0
Number of other retired or separated participants entitled to future benefits	2010-09-28	0
Total of all active and inactive participants	2010-09-28	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-09-28	0
Total participants	2010-09-28	2
Number of participants with account balances	2010-09-28	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-09-28	0

Financial Data on FRIENDS OF THE MIDLANDS RETIREMENT PLAN

Measure	Date	Value
2013 : FRIENDS OF THE MIDLANDS RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$-185,029
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$0
Total plan assets at beginning of year	2013-12-31	$185,029
Value of fidelity bond covering the plan	2013-12-31	$20,000
Other income received	2013-12-31	$-185,029
Net income (gross income less expenses)	2013-12-31	$-185,029
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$185,029
Assets. Value of participant loans	2013-12-31	$0
2012 : FRIENDS OF THE MIDLANDS RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$121,614
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$185,029
Total plan assets at beginning of year	2012-12-31	$63,415
Value of fidelity bond covering the plan	2012-12-31	$20,000
Other income received	2012-12-31	$121,614
Net income (gross income less expenses)	2012-12-31	$121,614
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$185,029
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$63,415
Assets. Value of employer securities	2012-12-31	$185,029
2011 : FRIENDS OF THE MIDLANDS RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-60,320
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$63,415
Total plan assets at beginning of year	2011-12-31	$123,735
Value of fidelity bond covering the plan	2011-12-31	$10,000
Other income received	2011-12-31	$-60,320
Net income (gross income less expenses)	2011-12-31	$-60,320
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$63,415
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$123,735
Assets. Value of employer securities	2011-12-31	$63,415
2010 : FRIENDS OF THE MIDLANDS RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$123,767
Expenses. Total of all expenses incurred	2010-12-31	$32
Total plan assets at end of year	2010-12-31	$123,735
Expenses. Other expenses not covered elsewhere	2010-12-31	$32
Contributions received from other sources (not participants or employers)	2010-12-31	$123,683
Other income received	2010-12-31	$84
Net income (gross income less expenses)	2010-12-31	$123,735
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$123,735
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$0
Assets. Value of employer securities	2010-12-31	$123,735

Form 5500 Responses for FRIENDS OF THE MIDLANDS RETIREMENT PLAN

2013: FRIENDS OF THE MIDLANDS RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: FRIENDS OF THE MIDLANDS RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: FRIENDS OF THE MIDLANDS RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: FRIENDS OF THE MIDLANDS RETIREMENT PLAN 2010 form 5500 responses
2010-09-28	Type of plan entity	Single employer plan
2010-09-28	First time form 5500 has been submitted	Yes
2010-09-28	Submission has been amended	No
2010-09-28	This submission is the final filing	No
2010-09-28	This return/report is a short plan year return/report (less than 12 months)	Yes
2010-09-28	Plan is a collectively bargained plan	No
2010-09-28	Plan funding arrangement – Trust	Yes
2010-09-28	Plan benefit arrangement - Trust	Yes

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Company Name:	FRIENDS OF THE MIDLANDS, INC.
Employer identification number (EIN):	273552624
NAIC Classification:	621610
NAIC Description:	Home Health Care Services