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403(B) THRIFT PLAN OF COURAGE CENTER 401k Plan overview

Plan Name403(B) THRIFT PLAN OF COURAGE CENTER
Plan identification number 002

403(B) THRIFT PLAN OF COURAGE CENTER Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

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 403(B) THRIFT PLAN OF COURAGE CENTER

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022013-01-01STEPHEN WALLNER STEPHEN WALLNER2013-09-26
0022012-01-01STEPHEN WALLNER STEPHEN WALLNER2013-07-30
0022011-01-01DEBRA WAGGONER DEBRA WAGGONER2012-09-26
0022009-01-01DEBRA WAGGONER DEBRA WAGGONER2010-10-12

Plan Statistics for 403(B) THRIFT PLAN OF COURAGE CENTER

401k plan membership statisitcs for 403(B) THRIFT PLAN OF COURAGE CENTER

Measure Date Value
2013: 403(B) THRIFT PLAN OF COURAGE CENTER 2013 401k membership
Total participants, beginning-of-year2013-01-01600
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-010
Total participants2013-01-010
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: 403(B) THRIFT PLAN OF COURAGE CENTER 2012 401k membership
Total participants, beginning-of-year2012-01-01560
Total number of active participants reported on line 7a of the Form 55002012-01-01489
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01111
Total of all active and inactive participants2012-01-01600
Total participants2012-01-01600
Number of participants with account balances2012-01-01600
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0149
2011: 403(B) THRIFT PLAN OF COURAGE CENTER 2011 401k membership
Total participants, beginning-of-year2011-01-01506
Total number of active participants reported on line 7a of the Form 55002011-01-01502
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0158
Total of all active and inactive participants2011-01-01560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01560
Number of participants with account balances2011-01-01560
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0136
2009: 403(B) THRIFT PLAN OF COURAGE CENTER 2009 401k membership
Total participants, beginning-of-year2009-01-010
Total number of active participants reported on line 7a of the Form 55002009-01-01360
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-01364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01364
Number of participants with account balances2009-01-01364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on 403(B) THRIFT PLAN OF COURAGE CENTER

Measure Date Value
2013 : 403(B) THRIFT PLAN OF COURAGE CENTER 2013 401k financial data
Total income from all sources (including contributions)2013-07-31$1,710,461
Total of all expenses incurred2013-07-31$13,753,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-07-31$13,753,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-07-31$929,302
Value of total assets at end of year2013-07-31$0
Value of total assets at beginning of year2013-07-31$12,043,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-07-31$650
Total interest from all sources2013-07-31$13,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-07-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2013-07-31$0
Was this plan covered by a fidelity bond2013-07-31Yes
Value of fidelity bond cover2013-07-31$1,000,000
If this is an individual account plan, was there a blackout period2013-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-07-31$0
Were there any nonexempt tranactions with any party-in-interest2013-07-31No
Contributions received from participants2013-07-31$653,063
Income. Received or receivable in cash from other sources (including rollovers)2013-07-31$6,420
Other income not declared elsewhere2013-07-31$0
Administrative expenses (other) incurred2013-07-31$650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-07-31No
Value of net income/loss2013-07-31$-12,043,192
Value of net assets at end of year (total assets less liabilities)2013-07-31$0
Value of net assets at beginning of year (total assets less liabilities)2013-07-31$12,043,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-07-31No
Were any leases to which the plan was party in default or uncollectible2013-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-07-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-07-31$9,984,136
Interest earned on other investments2013-07-31$13,301
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-07-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-07-31$1,494,369
Expenses. Payments to insurance carriers foe the provision of benefits2013-07-31$12,370,926
Net investment gain/loss from pooled separate accounts2013-07-31$767,858
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-07-31No
Was there a failure to transmit to the plan any participant contributions2013-07-31No
Has the plan failed to provide any benefit when due under the plan2013-07-31No
Contributions received in cash from employer2013-07-31$269,819
Employer contributions (assets) at end of year2013-07-31$0
Employer contributions (assets) at beginning of year2013-07-31$564,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-07-31$1,382,077
Did the plan have assets held for investment2013-07-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-07-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-07-31Yes
Opinion of an independent qualified public accountant for this plan2013-07-31Disclaimer
Accountancy firm name2013-07-31MCGLADREY LLP
Accountancy firm EIN2013-07-31420714325
2012 : 403(B) THRIFT PLAN OF COURAGE CENTER 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$2,989,587
Total of all expenses incurred2012-12-31$442,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$441,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,942,626
Value of total assets at end of year2012-12-31$12,043,192
Value of total assets at beginning of year2012-12-31$9,496,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,196
Total interest from all sources2012-12-31$19,280
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,344,629
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$31,348
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$1,196
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,546,750
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,043,192
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,496,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,984,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,983,691
Interest earned on other investments2012-12-31$19,280
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,494,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,075,671
Net investment gain/loss from pooled separate accounts2012-12-31$1,027,681
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$566,649
Employer contributions (assets) at end of year2012-12-31$564,687
Employer contributions (assets) at beginning of year2012-12-31$437,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$441,641
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
2011 : 403(B) THRIFT PLAN OF COURAGE CENTER 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$2,209,993
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$631,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$629,674
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,292,659
Value of total assets at end of year2011-12-31$9,496,442
Value of total assets at beginning of year2011-12-31$7,917,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,375
Total interest from all sources2011-12-31$20,779
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 year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,290,027
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$380,563
Administrative expenses (other) incurred2011-12-31$1,375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,578,944
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,496,442
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,917,498
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,983,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,520,647
Interest on participant loans2011-12-31$0
Interest earned on other investments2011-12-31$20,779
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,075,671
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$959,297
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-103,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$622,069
Employer contributions (assets) at end of year2011-12-31$437,080
Employer contributions (assets) at beginning of year2011-12-31$437,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$629,674
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : 403(B) THRIFT PLAN OF COURAGE CENTER 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$2,708,276
Total of all expenses incurred2010-12-31$189,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$189,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,898,383
Value of total assets at end of year2010-12-31$7,917,498
Value of total assets at beginning of year2010-12-31$5,399,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$714
Total interest from all sources2010-12-31$27,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,193,136
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$100,270
Administrative expenses (other) incurred2010-12-31$714
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,518,377
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,917,498
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,399,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,520,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,443,345
Interest earned on other investments2010-12-31$27,211
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$959,297
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$870,960
Net investment gain/loss from pooled separate accounts2010-12-31$782,682
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$604,977
Employer contributions (assets) at end of year2010-12-31$437,554
Employer contributions (assets) at beginning of year2010-12-31$84,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$189,185
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCGLADREY & PULLEN LLP
Accountancy firm EIN2010-12-31420714325
2009 : 403(B) THRIFT PLAN OF COURAGE CENTER 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for 403(B) THRIFT PLAN OF COURAGE CENTER

2013: 403(B) THRIFT PLAN OF COURAGE CENTER 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingYes
2013-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN OF COURAGE CENTER 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN OF COURAGE CENTER 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN OF COURAGE CENTER 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

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