401k Plan data: EMPLOYEE BENEFIT PLAN OF CATHOLIC SOCIAL SERVICES OF OAKLAND COUNTY plan

EMPLOYEE BENEFIT PLAN OF CATHOLIC SOCIAL SERVICES OF OAKLAND COUNTY 401k Plan overview

Plan Name	EMPLOYEE BENEFIT PLAN OF CATHOLIC SOCIAL SERVICES OF OAKLAND COUNTY
Plan identification number	002

EMPLOYEE BENEFIT PLAN OF CATHOLIC SOCIAL SERVICES OF OAKLAND COUNTY Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related 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

CATHOLIC SOCIAL SERVICES OF OAKLAND COUNTY has sponsored the creation of one or more 401k plans.

Company Name: CATHOLIC SOCIAL SERVICES OF OAKLAND COUNTY

Employer identification number (EIN): 381554661

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF CATHOLIC SOCIAL SERVICES OF OAKLAND COUNTY

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2012-01-01 EDWARD REDLIN
002 2011-01-01 CHRISTINA SALACINA
002 2009-01-01 GLEN BRADLEY
002 2009-01-01 GLEN BRADLEY

Plan id#	Filing Submission Date	Name of Administrator
002	2012-01-01	EDWARD REDLIN
002	2011-01-01	CHRISTINA SALACINA
002	2009-01-01	GLEN BRADLEY
002	2009-01-01	GLEN BRADLEY

Plan Statistics for EMPLOYEE BENEFIT PLAN OF CATHOLIC SOCIAL SERVICES OF OAKLAND COUNTY

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF CATHOLIC SOCIAL SERVICES OF OAKLAND COUNTY

Measure Date Value
2012: EMPLOYEE BENEFIT PLAN OF CATHOLIC SOCIAL SERVICES OF OAKLAND COUNTY 2012 401k membership
Total participants, beginning-of-year 2012-01-01 206
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 48
Number of retired or separated participants receiving benefits 2012-01-01 48
Number of other retired or separated participants entitled to future benefits 2012-01-01 101
Total of all active and inactive participants 2012-01-01 197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2
Total participants 2012-01-01 199
2011: EMPLOYEE BENEFIT PLAN OF CATHOLIC SOCIAL SERVICES OF OAKLAND COUNTY 2011 401k membership
Total participants, beginning-of-year 2011-01-01 212
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 64
Number of retired or separated participants receiving benefits 2011-01-01 45
Number of other retired or separated participants entitled to future benefits 2011-01-01 94
Total of all active and inactive participants 2011-01-01 203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 3
Total participants 2011-01-01 206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 5
2009: EMPLOYEE BENEFIT PLAN OF CATHOLIC SOCIAL SERVICES OF OAKLAND COUNTY 2009 401k membership
Total participants, beginning-of-year 2009-01-01 205
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 82
Number of retired or separated participants receiving benefits 2009-01-01 38
Number of other retired or separated participants entitled to future benefits 2009-01-01 90
Total of all active and inactive participants 2009-01-01 210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 3
Total participants 2009-01-01 213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 5

Measure	Date	Value
2012: EMPLOYEE BENEFIT PLAN OF CATHOLIC SOCIAL SERVICES OF OAKLAND COUNTY 2012 401k membership
Total participants, beginning-of-year	2012-01-01	206
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	48
Number of retired or separated participants receiving benefits	2012-01-01	48
Number of other retired or separated participants entitled to future benefits	2012-01-01	101
Total of all active and inactive participants	2012-01-01	197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	199
2011: EMPLOYEE BENEFIT PLAN OF CATHOLIC SOCIAL SERVICES OF OAKLAND COUNTY 2011 401k membership
Total participants, beginning-of-year	2011-01-01	212
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	64
Number of retired or separated participants receiving benefits	2011-01-01	45
Number of other retired or separated participants entitled to future benefits	2011-01-01	94
Total of all active and inactive participants	2011-01-01	203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	3
Total participants	2011-01-01	206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	5
2009: EMPLOYEE BENEFIT PLAN OF CATHOLIC SOCIAL SERVICES OF OAKLAND COUNTY 2009 401k membership
Total participants, beginning-of-year	2009-01-01	205
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	82
Number of retired or separated participants receiving benefits	2009-01-01	38
Number of other retired or separated participants entitled to future benefits	2009-01-01	90
Total of all active and inactive participants	2009-01-01	210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	3
Total participants	2009-01-01	213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	5

Financial Data on EMPLOYEE BENEFIT PLAN OF CATHOLIC SOCIAL SERVICES OF OAKLAND COUNTY

Measure	Date	Value
2012 : EMPLOYEE BENEFIT PLAN OF CATHOLIC SOCIAL SERVICES OF OAKLAND COUNTY 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
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	$771,842
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$368,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$297,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$284,566
Value of total assets at end of year	2012-12-31	$4,778,772
Value of total assets at beginning of year	2012-12-31	$4,375,410
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$70,814
Total interest from all sources	2012-12-31	$0
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	No
Administrative expenses professional fees incurred	2012-12-31	$70,694
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
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
Total non interest bearing cash at end of year	2012-12-31	$23,444
Total non interest bearing cash at beginning of year	2012-12-31	$24,310
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	$403,362
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$4,778,772
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,375,410
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
Investment advisory and management fees	2012-12-31	$120
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$4,652,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$4,186,609
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$1,305
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$27,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$27,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$487,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
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	$284,566
Employer contributions (assets) at end of year	2012-12-31	$101,701
Employer contributions (assets) at beginning of year	2012-12-31	$137,316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$297,666
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	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	PLANTE & MORAN PLLC
Accountancy firm EIN	2012-12-31	381357951
2011 : EMPLOYEE BENEFIT PLAN OF CATHOLIC SOCIAL SERVICES OF OAKLAND COUNTY 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	$385,620
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$291,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$226,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$385,029
Value of total assets at end of year	2011-12-31	$4,375,410
Value of total assets at beginning of year	2011-12-31	$4,281,645
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$64,899
Total interest from all sources	2011-12-31	$0
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
Administrative expenses professional fees incurred	2011-12-31	$64,769
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
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
Total non interest bearing cash at end of year	2011-12-31	$24,310
Total non interest bearing cash at beginning of year	2011-12-31	$26,615
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	$93,765
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,375,410
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,281,645
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
Investment advisory and management fees	2011-12-31	$130
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$4,186,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$4,021,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$27,175
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$56,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$56,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
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	$385,029
Employer contributions (assets) at end of year	2011-12-31	$137,316
Employer contributions (assets) at beginning of year	2011-12-31	$176,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$226,956
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	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	PLANTE & MORAN PLLC
Accountancy firm EIN	2011-12-31	381357951
2010 : EMPLOYEE BENEFIT PLAN OF CATHOLIC SOCIAL SERVICES OF OAKLAND COUNTY 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
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	$883,388
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$303,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$244,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$428,483
Value of total assets at end of year	2010-12-31	$4,281,645
Value of total assets at beginning of year	2010-12-31	$3,701,336
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$58,360
Total interest from all sources	2010-12-31	$0
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
Administrative expenses professional fees incurred	2010-12-31	$58,230
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
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
Total non interest bearing cash at end of year	2010-12-31	$26,615
Total non interest bearing cash at beginning of year	2010-12-31	$51,624
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	$580,309
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,281,645
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,701,336
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
Investment advisory and management fees	2010-12-31	$130
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$4,021,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,496,958
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$56,463
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$48,364
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$48,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$454,905
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
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	$428,483
Employer contributions (assets) at end of year	2010-12-31	$176,873
Employer contributions (assets) at beginning of year	2010-12-31	$104,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$244,719
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	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	PLANTE & MORAN PLLC
Accountancy firm EIN	2010-12-31	381357951
2009 : EMPLOYEE BENEFIT PLAN OF CATHOLIC SOCIAL SERVICES OF OAKLAND COUNTY 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

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF CATHOLIC SOCIAL SERVICES OF OAKLAND COUNTY

2012: EMPLOYEE BENEFIT PLAN OF CATHOLIC SOCIAL SERVICES OF OAKLAND COUNTY 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: EMPLOYEE BENEFIT PLAN OF CATHOLIC SOCIAL SERVICES OF OAKLAND COUNTY 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
2009: EMPLOYEE BENEFIT PLAN OF CATHOLIC SOCIAL SERVICES OF OAKLAND COUNTY 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CATHOLIC SOCIAL SERVICES OF OAKLAND COUNTY
Employer identification number (EIN):	381554661
NAIC Classification:	624100
NAIC Description:	Individual and Family Services