JANET WATTLES CENTER has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF JANET WATTLES CENTER
| Measure | Date | Value |
|---|
| 2025: 403(B) THRIFT PLAN OF JANET WATTLES CENTER 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-10-15 | 6 |
| Total number of particpants at end of year | 2025-10-15 | 4 |
| Number of Participants With Account Balances | 2025-10-15 | 4 |
| 2024: 403(B) THRIFT PLAN OF JANET WATTLES CENTER 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-10-14 | 6 |
| Total number of particpants at end of year | 2024-10-14 | 6 |
| Number of Participants With Account Balances | 2024-10-14 | 6 |
| 2012: 403(B) THRIFT PLAN OF JANET WATTLES CENTER 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 179 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 0 |
| 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 | 7 |
| Total of all active and inactive participants | 2012-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 7 |
| Number of participants with account balances | 2012-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: 403(B) THRIFT PLAN OF JANET WATTLES CENTER 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 191 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 144 |
| 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 | 34 |
| Total of all active and inactive participants | 2011-01-01 | 178 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
| Total participants | 2011-01-01 | 179 |
| Number of participants with account balances | 2011-01-01 | 178 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 28 |
| 2010: 403(B) THRIFT PLAN OF JANET WATTLES CENTER 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 162 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 28 |
| Total of all active and inactive participants | 2010-01-01 | 190 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 1 |
| Total participants | 2010-01-01 | 191 |
| Number of participants with account balances | 2010-01-01 | 190 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 26 |
| 2009: 403(B) THRIFT PLAN OF JANET WATTLES CENTER 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 214 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 44 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 47 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 47 |
| Number of participants with account balances | 2009-01-01 | 47 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 10 |
| Measure | Date | Value |
|---|
| 2025 : 403(B) THRIFT PLAN OF JANET WATTLES CENTER 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-15 | 17 |
| Net assets as of the end of the plan year | 2025-10-15 | 1846 |
| Total assets as of the beginning of the plan year | 2025-10-15 | 1577 |
| Value of plan covered by a fidelity bond | 2025-10-15 | 500000 |
| Participant contributions to plan in this plan year | 2025-10-15 | 0 |
| Other contributions to plan in this plan year | 2025-10-15 | 0 |
| Other income to plan in this plan year | 2025-10-15 | 286 |
| Plan net income in this plan year | 2025-10-15 | 269 |
| Net assets as of the end of the plan year | 2025-10-15 | 1846 |
| Net assets as of the beginning of the plan year | 2025-10-15 | 1577 |
| Employer contributions to plan in this plan year | 2025-10-15 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-15 | 17 |
| 2024 : 403(B) THRIFT PLAN OF JANET WATTLES CENTER 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-14 | 0 |
| Net assets as of the end of the plan year | 2024-10-14 | 1577 |
| Total assets as of the beginning of the plan year | 2024-10-14 | 1336 |
| Value of plan covered by a fidelity bond | 2024-10-14 | 500000 |
| Other income to plan in this plan year | 2024-10-14 | 241 |
| Plan net income in this plan year | 2024-10-14 | 241 |
| Net assets as of the end of the plan year | 2024-10-14 | 1577 |
| Net assets as of the beginning of the plan year | 2024-10-14 | 1336 |
| 2012 : 403(B) THRIFT PLAN OF JANET WATTLES CENTER 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total transfer of assets from this plan | 2012-12-31 | $2,078,724 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $34,741 |
| 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 | $198,721 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $1,180,708 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,144,167 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $3,128 |
| Value of total assets at end of year | 2012-12-31 | $58,159 |
| Value of total assets at beginning of year | 2012-12-31 | $3,084,129 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $36,541 |
| Total interest from all sources | 2012-12-31 | $7,601 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2012-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $570,000 |
| 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 |
| Contributions received from participants | 2012-12-31 | $405 |
| Participant contributions at end of year | 2012-12-31 | $0 |
| Participant contributions at beginning of year | 2012-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $34,741 |
| Administrative expenses (other) incurred | 2012-12-31 | $36,541 |
| 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 | $-981,987 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $23,418 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,084,129 |
| 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 registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $23,370 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $2,173,136 |
| Interest earned on other investments | 2012-12-31 | $7,601 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $48 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $910,993 |
| Net investment gain/loss from pooled separate accounts | 2012-12-31 | $187,992 |
| 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 | $2,723 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,144,167 |
| Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $34,741 |
| 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 | BAKER TILLY VIRCHOW KRAUSE, LLP |
| Accountancy firm EIN | 2012-12-31 | 390859910 |
| 2011 : 403(B) THRIFT PLAN OF JANET WATTLES CENTER 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 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 | $382,406 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $414,231 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $410,692 |
| Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $387,868 |
| Value of total assets at end of year | 2011-12-31 | $3,084,129 |
| Value of total assets at beginning of year | 2011-12-31 | $3,115,954 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $3,539 |
| Total interest from all sources | 2011-12-31 | $20,339 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
| 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 | $570,000 |
| 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 |
| Contributions received from participants | 2011-12-31 | $136,932 |
| 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 | $1,831 |
| Other income not declared elsewhere | 2011-12-31 | $0 |
| Administrative expenses (other) incurred | 2011-12-31 | $3,539 |
| 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 | $-31,825 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,084,129 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,115,954 |
| 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 registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $2,173,136 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $2,168,688 |
| Interest on participant loans | 2011-12-31 | $0 |
| Interest earned on other investments | 2011-12-31 | $20,339 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $910,993 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $947,266 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-25,801 |
| 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 | No |
| 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 | $249,105 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $410,692 |
| 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 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2011-12-31 | 041074674 |
| 2010 : 403(B) THRIFT PLAN OF JANET WATTLES CENTER 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total transfer of assets to this plan | 2010-12-31 | $1,933,864 |
| 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 | $682,761 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $169,601 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $167,437 |
| Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $400,382 |
| Value of total assets at end of year | 2010-12-31 | $3,115,954 |
| Value of total assets at beginning of year | 2010-12-31 | $668,927 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $2,164 |
| Total interest from all sources | 2010-12-31 | $10,618 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
| 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 | $300,000 |
| 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 |
| Contributions received from participants | 2010-12-31 | $146,876 |
| 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 |
| Other income not declared elsewhere | 2010-12-31 | $0 |
| Administrative expenses (other) incurred | 2010-12-31 | $2,164 |
| 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 | $513,160 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,115,954 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $668,927 |
| 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 registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $2,168,688 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $492,063 |
| Interest on participant loans | 2010-12-31 | $0 |
| Interest earned on other investments | 2010-12-31 | $10,618 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $947,266 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $176,864 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2010-12-31 | $271,761 |
| 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 | No |
| 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 | $253,506 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $167,437 |
| 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 | CLIFTON GUNDERSON LLP |
| Accountancy firm EIN | 2010-12-31 | 370802863 |
| 2009 : 403(B) THRIFT PLAN OF JANET WATTLES CENTER 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 |
