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403B THRIFT PLAN FOR WOODBOURNE CENTER, INC. 401k Plan overview

Plan Name403B THRIFT PLAN FOR WOODBOURNE CENTER, INC.
Plan identification number 001

403B THRIFT PLAN FOR WOODBOURNE CENTER, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 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

WOODBOURNE CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:WOODBOURNE CENTER, INC.
Employer identification number (EIN):520909347
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403B THRIFT PLAN FOR WOODBOURNE CENTER, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-07-01ALAN NORDBY2016-01-11 ALAN NORDBY2016-01-11
0012014-07-01ALAN NORDBY ALAN NORDBY2015-11-24
0012013-07-01ALAN NORDBY ALAN NORDBY2014-11-13
0012012-07-01BRITNEY FOSTER BRITNEY FOSTER2014-04-10
0012011-07-01LIZ MCMANN LIZ MCMANN2013-04-15
0012009-07-01ELIZABETH MCMANN SUSAN CRONMILLER2011-04-15

Plan Statistics for 403B THRIFT PLAN FOR WOODBOURNE CENTER, INC.

401k plan membership statisitcs for 403B THRIFT PLAN FOR WOODBOURNE CENTER, INC.

Measure Date Value
2014: 403B THRIFT PLAN FOR WOODBOURNE CENTER, INC. 2014 401k membership
Total participants, beginning-of-year2014-07-01117
Total number of active participants reported on line 7a of the Form 55002014-07-010
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-011
Total participants2014-07-011
Number of participants with account balances2014-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: 403B THRIFT PLAN FOR WOODBOURNE CENTER, INC. 2013 401k membership
Total participants, beginning-of-year2013-07-01208
Total number of active participants reported on line 7a of the Form 55002013-07-010
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01117
Total of all active and inactive participants2013-07-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01117
Number of participants with account balances2013-07-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: 403B THRIFT PLAN FOR WOODBOURNE CENTER, INC. 2012 401k membership
Total participants, beginning-of-year2012-07-01209
Total number of active participants reported on line 7a of the Form 55002012-07-01157
Number of retired or separated participants receiving benefits2012-07-0142
Number of other retired or separated participants entitled to future benefits2012-07-019
Total of all active and inactive participants2012-07-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01208
Number of participants with account balances2012-07-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0117
2011: 403B THRIFT PLAN FOR WOODBOURNE CENTER, INC. 2011 401k membership
Total participants, beginning-of-year2011-07-01258
Total number of active participants reported on line 7a of the Form 55002011-07-01111
Number of retired or separated participants receiving benefits2011-07-012
Number of other retired or separated participants entitled to future benefits2011-07-0151
Total of all active and inactive participants2011-07-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01164
Number of participants with account balances2011-07-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-018
2009: 403B THRIFT PLAN FOR WOODBOURNE CENTER, INC. 2009 401k membership
Total participants, beginning-of-year2009-07-01265
Total number of active participants reported on line 7a of the Form 55002009-07-01184
Number of retired or separated participants receiving benefits2009-07-012
Number of other retired or separated participants entitled to future benefits2009-07-0179
Total of all active and inactive participants2009-07-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01265
Number of participants with account balances2009-07-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0130

Financial Data on 403B THRIFT PLAN FOR WOODBOURNE CENTER, INC.

Measure Date Value
2015 : 403B THRIFT PLAN FOR WOODBOURNE CENTER, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$50,746
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$2,631,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$2,621,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$0
Value of total assets at end of year2015-06-30$666
Value of total assets at beginning of year2015-06-30$2,581,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$9,560
Total interest from all sources2015-06-30$5,572
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$11,736
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-06-30$0
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$11,736
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$350,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Other income not declared elsewhere2015-06-30$29,053
Total non interest bearing cash at end of year2015-06-30$0
Total non interest bearing cash at beginning of year2015-06-30$8,192
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-2,580,661
Value of net assets at end of year (total assets less liabilities)2015-06-30$666
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$2,581,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$629,284
Value of interest in pooled separate accounts at beginning of year2015-06-30$1,566,390
Interest earned on other investments2015-06-30$5,572
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$44
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$44
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$377,417
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$4,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$2,621,847
Contract administrator fees2015-06-30$9,560
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30MESSERLI & SCHADOW, PLLP
Accountancy firm EIN2015-06-30411653318
2014 : 403B THRIFT PLAN FOR WOODBOURNE CENTER, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$446,767
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$892,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$891,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$0
Value of total assets at end of year2014-06-30$2,581,327
Value of total assets at beginning of year2014-06-30$3,026,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$829
Total interest from all sources2014-06-30$12,485
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$32,440
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$32,440
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$350,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Other income not declared elsewhere2014-06-30$401,842
Total non interest bearing cash at end of year2014-06-30$8,192
Total non interest bearing cash at beginning of year2014-06-30$5,078
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$-445,244
Value of net assets at end of year (total assets less liabilities)2014-06-30$2,581,327
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$3,026,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$629,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$603,650
Value of interest in pooled separate accounts at end of year2014-06-30$1,566,390
Value of interest in pooled separate accounts at beginning of year2014-06-30$1,958,201
Interest earned on other investments2014-06-30$12,485
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$44
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$45
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$45
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$377,417
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$459,597
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$891,182
Contract administrator fees2014-06-30$829
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30MESSERLI & SCHADOW, PLLP
Accountancy firm EIN2014-06-30411653318
2013 : 403B THRIFT PLAN FOR WOODBOURNE CENTER, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$552,311
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$403,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$403,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$131,462
Value of total assets at end of year2013-06-30$3,026,571
Value of total assets at beginning of year2013-06-30$2,878,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$876
Total interest from all sources2013-06-30$12,784
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$350,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$127,742
Other income not declared elsewhere2013-06-30$387,870
Total non interest bearing cash at end of year2013-06-30$5,078
Total non interest bearing cash at beginning of year2013-06-30$2,490
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$148,403
Value of net assets at end of year (total assets less liabilities)2013-06-30$3,026,571
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$2,878,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$603,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$520,368
Value of interest in pooled separate accounts at end of year2013-06-30$1,958,201
Value of interest in pooled separate accounts at beginning of year2013-06-30$1,918,676
Interest earned on other investments2013-06-30$12,784
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$45
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$12,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$12,942
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$459,597
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$423,692
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$20,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$3,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$403,032
Contract administrator fees2013-06-30$876
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30MESSERLI & SCHADOW, PLLP
Accountancy firm EIN2013-06-30411653318
2012 : 403B THRIFT PLAN FOR WOODBOURNE CENTER, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$145,806
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$361,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$359,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$193,654
Value of total assets at end of year2012-06-30$2,878,169
Value of total assets at beginning of year2012-06-30$3,093,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$1,259
Total interest from all sources2012-06-30$11,520
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$350,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$187,826
Other income not declared elsewhere2012-06-30$-41,063
Total non interest bearing cash at beginning of year2012-06-30$979
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-215,241
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,878,169
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,093,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$520,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$847,672
Value of interest in pooled separate accounts at end of year2012-06-30$1,918,677
Value of interest in pooled separate accounts at beginning of year2012-06-30$1,846,778
Interest earned on other investments2012-06-30$11,520
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$12,942
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$13,148
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$13,148
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$426,182
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$384,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-18,305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$5,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$359,788
Contract administrator fees2012-06-30$1,259
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2012-06-30520959934
2011 : 403B THRIFT PLAN FOR WOODBOURNE CENTER, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$798,200
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$103,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$102,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$208,404
Value of total assets at end of year2011-06-30$3,093,410
Value of total assets at beginning of year2011-06-30$2,398,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$724
Total interest from all sources2011-06-30$27,202
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$250,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$201,649
Total non interest bearing cash at end of year2011-06-30$979
Total non interest bearing cash at beginning of year2011-06-30$212
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$695,116
Value of net assets at end of year (total assets less liabilities)2011-06-30$3,093,410
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,398,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$847,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$698,049
Value of interest in pooled separate accounts at end of year2011-06-30$1,846,778
Value of interest in pooled separate accounts at beginning of year2011-06-30$1,346,026
Interest earned on other investments2011-06-30$27,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$13,148
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$13,346
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$13,346
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$384,833
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$340,661
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$562,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$6,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$102,360
Contract administrator fees2011-06-30$724
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2011-06-30520959934
2010 : 403B THRIFT PLAN FOR WOODBOURNE CENTER, INC. 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for 403B THRIFT PLAN FOR WOODBOURNE CENTER, INC.

2014: 403B THRIFT PLAN FOR WOODBOURNE CENTER, INC. 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: 403B THRIFT PLAN FOR WOODBOURNE CENTER, INC. 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: 403B THRIFT PLAN FOR WOODBOURNE CENTER, INC. 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: 403B THRIFT PLAN FOR WOODBOURNE CENTER, INC. 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: 403B THRIFT PLAN FOR WOODBOURNE CENTER, INC. 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

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