401k Plan data: EMPLOYEE BENEFIT PLAN OF COURAGE CENTER plan

EMPLOYEE BENEFIT PLAN OF COURAGE CENTER 401k Plan overview

Plan Name	EMPLOYEE BENEFIT PLAN OF COURAGE CENTER
Plan identification number	001

EMPLOYEE BENEFIT PLAN OF COURAGE CENTER 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).
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

COURAGE CENTER has sponsored the creation of one or more 401k plans.

Company Name: COURAGE CENTER

Employer identification number (EIN): 410706118

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 COURAGE CENTER

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-01-01 STEPHEN WALLNER STEPHEN WALLNER 2013-09-18
001 2011-01-01 RICHARD JOHNSON ALICE JOHNSON 2012-09-27
001 2010-01-01 RICHARD JOHNSON ALICE JOHNSON 2011-09-15
001 2009-01-01 RICHARD JOHNSON ALICE JOHNSON 2010-10-07

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2012-01-01	STEPHEN WALLNER	STEPHEN WALLNER	2013-09-18
001	2011-01-01	RICHARD JOHNSON	ALICE JOHNSON	2012-09-27
001	2010-01-01	RICHARD JOHNSON	ALICE JOHNSON	2011-09-15
001	2009-01-01	RICHARD JOHNSON	ALICE JOHNSON	2010-10-07

Plan Statistics for EMPLOYEE BENEFIT PLAN OF COURAGE CENTER

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF COURAGE CENTER

Measure Date Value
2012: EMPLOYEE BENEFIT PLAN OF COURAGE CENTER 2012 401k membership
Total participants, beginning-of-year 2012-01-01 799
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 301
Number of retired or separated participants receiving benefits 2012-01-01 83
Number of other retired or separated participants entitled to future benefits 2012-01-01 389
Total of all active and inactive participants 2012-01-01 773
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 3
Total participants 2012-01-01 776
Number of participants with account balances 2012-01-01 695
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 7
2011: EMPLOYEE BENEFIT PLAN OF COURAGE CENTER 2011 401k membership
Total participants, beginning-of-year 2011-01-01 820
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 362
Number of retired or separated participants receiving benefits 2011-01-01 68
Number of other retired or separated participants entitled to future benefits 2011-01-01 360
Total of all active and inactive participants 2011-01-01 790
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 9
Total participants 2011-01-01 799
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3
2010: EMPLOYEE BENEFIT PLAN OF COURAGE CENTER 2010 401k membership
Total participants, beginning-of-year 2010-01-01 820
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 415
Number of retired or separated participants receiving benefits 2010-01-01 61
Number of other retired or separated participants entitled to future benefits 2010-01-01 339
Total of all active and inactive participants 2010-01-01 815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 5
Total participants 2010-01-01 820
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: EMPLOYEE BENEFIT PLAN OF COURAGE CENTER 2009 401k membership
Total participants, beginning-of-year 2009-01-01 763
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 464
Number of retired or separated participants receiving benefits 2009-01-01 50
Number of other retired or separated participants entitled to future benefits 2009-01-01 305
Total of all active and inactive participants 2009-01-01 819
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 2
Total participants 2009-01-01 821
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: EMPLOYEE BENEFIT PLAN OF COURAGE CENTER 2012 401k membership
Total participants, beginning-of-year	2012-01-01	799
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	301
Number of retired or separated participants receiving benefits	2012-01-01	83
Number of other retired or separated participants entitled to future benefits	2012-01-01	389
Total of all active and inactive participants	2012-01-01	773
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	3
Total participants	2012-01-01	776
Number of participants with account balances	2012-01-01	695
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	7
2011: EMPLOYEE BENEFIT PLAN OF COURAGE CENTER 2011 401k membership
Total participants, beginning-of-year	2011-01-01	820
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	362
Number of retired or separated participants receiving benefits	2011-01-01	68
Number of other retired or separated participants entitled to future benefits	2011-01-01	360
Total of all active and inactive participants	2011-01-01	790
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	9
Total participants	2011-01-01	799
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3
2010: EMPLOYEE BENEFIT PLAN OF COURAGE CENTER 2010 401k membership
Total participants, beginning-of-year	2010-01-01	820
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	415
Number of retired or separated participants receiving benefits	2010-01-01	61
Number of other retired or separated participants entitled to future benefits	2010-01-01	339
Total of all active and inactive participants	2010-01-01	815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	5
Total participants	2010-01-01	820
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: EMPLOYEE BENEFIT PLAN OF COURAGE CENTER 2009 401k membership
Total participants, beginning-of-year	2009-01-01	763
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	464
Number of retired or separated participants receiving benefits	2009-01-01	50
Number of other retired or separated participants entitled to future benefits	2009-01-01	305
Total of all active and inactive participants	2009-01-01	819
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	2
Total participants	2009-01-01	821
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on EMPLOYEE BENEFIT PLAN OF COURAGE CENTER

Measure	Date	Value
2012 : EMPLOYEE BENEFIT PLAN OF COURAGE CENTER 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$2,254,416
Total of all expenses incurred	2012-12-31	$458,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$436,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$256,292
Value of total assets at end of year	2012-12-31	$19,773,835
Value of total assets at beginning of year	2012-12-31	$17,978,344
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$22,036
Total interest from all sources	2012-12-31	$8,014
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
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Administrative expenses (other) incurred	2012-12-31	$22,036
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	$1,795,491
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$19,773,835
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$17,978,344
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	$18,825,941
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$17,771,697
Interest earned on other investments	2012-12-31	$8,014
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$947,894
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$206,647
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$206,647
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,990,110
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	$256,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$436,889
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	MCGLADREY LLP
Accountancy firm EIN	2012-12-31	420714325
2011 : EMPLOYEE BENEFIT PLAN OF COURAGE CENTER 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$561,914
Total of all expenses incurred	2011-12-31	$387,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$368,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$409,445
Value of total assets at end of year	2011-12-31	$17,978,344
Value of total assets at beginning of year	2011-12-31	$17,804,196
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$19,752
Total interest from all sources	2011-12-31	$5,001
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
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Administrative expenses (other) incurred	2011-12-31	$19,752
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	$174,148
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$17,978,344
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$17,804,196
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	$17,771,697
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$17,304,229
Interest earned on other investments	2011-12-31	$5,001
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$206,647
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$499,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$499,967
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$147,468
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	$409,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$368,014
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	MCGLADREY LLP
Accountancy firm EIN	2011-12-31	420714325
2010 : EMPLOYEE BENEFIT PLAN OF COURAGE CENTER 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$2,564,206
Total of all expenses incurred	2010-12-31	$346,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$304,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$339,717
Value of total assets at end of year	2010-12-31	$17,804,196
Value of total assets at beginning of year	2010-12-31	$15,586,905
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$42,624
Total interest from all sources	2010-12-31	$7,901
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
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Administrative expenses (other) incurred	2010-12-31	$42,624
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	$2,217,291
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$17,804,196
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$15,586,905
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	$17,304,229
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$14,967,641
Interest earned on other investments	2010-12-31	$7,901
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$499,967
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$619,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$619,264
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$2,216,588
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	$339,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$304,291
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	MCGLADREY & PULLEN, LLP
Accountancy firm EIN	2010-12-31	420714325

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF COURAGE CENTER

2012: EMPLOYEE BENEFIT PLAN OF COURAGE CENTER 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: EMPLOYEE BENEFIT PLAN OF COURAGE CENTER 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: EMPLOYEE BENEFIT PLAN OF COURAGE CENTER 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: EMPLOYEE BENEFIT PLAN OF COURAGE 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 funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	COURAGE CENTER
Employer identification number (EIN):	410706118
NAIC Classification:	624100
NAIC Description:	Individual and Family Services