?>
Logo

CHILD AND FAMILY TENNESSEE 403(B) PLAN 401k Plan overview

Plan NameCHILD AND FAMILY TENNESSEE 403(B) PLAN
Plan identification number 002

CHILD AND FAMILY TENNESSEE 403(B) PLAN 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)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

CHILD & FAMILY TENNESSEE has sponsored the creation of one or more 401k plans.

Company Name:CHILD & FAMILY TENNESSEE
Employer identification number (EIN):620547289
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHILD AND FAMILY TENNESSEE 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022013-01-01YOLANDA MONFORT
0022012-01-01JOSEPH HAAS
0022011-01-01JOSEPH HAAS
0022009-01-01REBECCA REAGAN
0022009-01-01REBECCA REAGON

Plan Statistics for CHILD AND FAMILY TENNESSEE 403(B) PLAN

401k plan membership statisitcs for CHILD AND FAMILY TENNESSEE 403(B) PLAN

Measure Date Value
2013: CHILD AND FAMILY TENNESSEE 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01176
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
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
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: CHILD AND FAMILY TENNESSEE 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01196
Total number of active participants reported on line 7a of the Form 55002012-01-01144
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0126
Total of all active and inactive participants2012-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01170
Number of participants with account balances2012-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CHILD AND FAMILY TENNESSEE 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01192
Total number of active participants reported on line 7a of the Form 55002011-01-01180
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0116
Total of all active and inactive participants2011-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01196
Number of participants with account balances2011-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CHILD AND FAMILY TENNESSEE 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0132
Total number of active participants reported on line 7a of the Form 55002009-01-0129
Total of all active and inactive participants2009-01-0129
Total participants2009-01-0129
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-014
Number of participants with account balances2009-01-0129

Financial Data on CHILD AND FAMILY TENNESSEE 403(B) PLAN

Measure Date Value
2013 : CHILD AND FAMILY TENNESSEE 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$188,065
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$976,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$970,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$80,704
Value of total assets at end of year2013-12-31$0
Value of total assets at beginning of year2013-12-31$788,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,545
Total interest from all sources2013-12-31$2
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$11,277
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2013-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$11,277
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$46,246
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$17,541
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$4,546
Other income not declared elsewhere2013-12-31$-4,526
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-788,296
Value of net assets at end of year (total assets less liabilities)2013-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$788,296
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$722,949
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$46,729
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$46,729
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$100,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$16,917
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$14,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$970,816
Contract administrator fees2013-12-31$5,545
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31COULTER & JUSTUS
Accountancy firm EIN2013-12-31621532536
2012 : CHILD AND FAMILY TENNESSEE 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$210,923
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$67,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$61,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$119,467
Value of total assets at end of year2012-12-31$788,296
Value of total assets at beginning of year2012-12-31$644,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,128
Total interest from all sources2012-12-31$7
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$19,325
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$19,325
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
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$90,878
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,107
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$4,546
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$219
Other income not declared elsewhere2012-12-31$4,539
Administrative expenses (other) incurred2012-12-31$6,128
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$143,475
Value of net assets at end of year (total assets less liabilities)2012-12-31$788,296
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$644,821
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$722,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$598,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$46,729
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$45,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$45,705
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$67,585
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$26,482
Employer contributions (assets) at end of year2012-12-31$14,072
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$61,320
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31COULTER & JUSTUS
Accountancy firm EIN2012-12-31621532536
2011 : CHILD AND FAMILY TENNESSEE 403(B) PLAN 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$117,483
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$88,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$80,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$128,256
Value of total assets at end of year2011-12-31$644,821
Value of total assets at beginning of year2011-12-31$615,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,976
Total interest from all sources2011-12-31$5
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$18,520
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$18,520
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
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$113,270
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$14,986
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$219
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$172
Other income not declared elsewhere2011-12-31$512
Administrative expenses (other) incurred2011-12-31$7,976
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$29,378
Value of net assets at end of year (total assets less liabilities)2011-12-31$644,821
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$615,443
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$598,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$552,329
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$45,705
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$62,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$62,942
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-29,810
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$80,129
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31COULTER & JUSTUS
Accountancy firm EIN2011-12-31621532536
2010 : CHILD AND FAMILY TENNESSEE 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$275,968
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$272,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$269,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$207,638
Value of total assets at end of year2010-12-31$615,443
Value of total assets at beginning of year2010-12-31$612,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,023
Total interest from all sources2010-12-31$21
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$8,315
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$8,315
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$57,541
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$150,097
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$172
Other income not declared elsewhere2010-12-31$601
Administrative expenses (other) incurred2010-12-31$2,757
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$2,973
Value of net assets at end of year (total assets less liabilities)2010-12-31$615,443
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$612,470
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$552,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$563,100
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$62,942
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$49,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$49,370
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$21
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$59,393
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$269,972
Contract administrator fees2010-12-31$266
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
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 name2010-12-31COULTER & JUSTUS
Accountancy firm EIN2010-12-31621532536

Form 5500 Responses for CHILD AND FAMILY TENNESSEE 403(B) PLAN

2013: CHILD AND FAMILY TENNESSEE 403(B) PLAN 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)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CHILD AND FAMILY TENNESSEE 403(B) PLAN 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CHILD AND FAMILY TENNESSEE 403(B) PLAN 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CHILD AND FAMILY TENNESSEE 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3