401k Plan data: HEAD START, INC. 401(K) PLAN plan

HEAD START, INC. 401(K) PLAN 401k Plan overview

Plan Name	HEAD START, INC. 401(K) PLAN
Plan identification number	002

HEAD START, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

HEAD START, INC. has sponsored the creation of one or more 401k plans.

Company Name: HEAD START, INC.

Employer identification number (EIN): 810398508

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEAD START, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-07-01 KRISTIN OLSEN 2024-01-24
002 2021-07-01 KRISTIN OLSEN 2023-01-06
002 2020-07-01 KRISTIN OLSEN 2021-12-09
002 2019-07-01 KRISTIN OLSEN 2020-11-23
002 2018-07-01 KRISTIN OLSEN 2020-04-10
002 2017-07-01 KRISTIN OLSEN 2019-04-15
002 2016-07-01 KRISTIN OLSEN 2017-09-06 KRISTIN OLSEN 2017-09-06
002 2015-07-01 KRISTIN OLSEN 2017-04-13 KRISTIN OLSEN 2017-04-13
002 2014-07-01 KRISTIN VANLUCHENE KRISTIN VANLUCHENE 2016-04-15
002 2013-07-01 KRISTIN VAN LUCHENE
002 2012-07-01 KATHARIN A. KELKER KATHARIN A. KELKER 2014-04-15
002 2011-07-01 KATHARIN KELKER KATHARIN KELKER 2013-05-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-07-01	KRISTIN OLSEN	2024-01-24
002	2021-07-01	KRISTIN OLSEN	2023-01-06
002	2020-07-01	KRISTIN OLSEN	2021-12-09
002	2019-07-01	KRISTIN OLSEN	2020-11-23
002	2018-07-01	KRISTIN OLSEN	2020-04-10
002	2017-07-01	KRISTIN OLSEN	2019-04-15
002	2016-07-01	KRISTIN OLSEN	2017-09-06	KRISTIN OLSEN	2017-09-06
002	2015-07-01	KRISTIN OLSEN	2017-04-13	KRISTIN OLSEN	2017-04-13
002	2014-07-01	KRISTIN VANLUCHENE		KRISTIN VANLUCHENE	2016-04-15
002	2013-07-01	KRISTIN VAN LUCHENE
002	2012-07-01	KATHARIN A. KELKER		KATHARIN A. KELKER	2014-04-15
002	2011-07-01	KATHARIN KELKER		KATHARIN KELKER	2013-05-15

Plan Statistics for HEAD START, INC. 401(K) PLAN

401k plan membership statisitcs for HEAD START, INC. 401(K) PLAN

Measure Date Value
2014: HEAD START, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 142
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 81
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 13
Total of all active and inactive participants 2014-07-01 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 94
Number of participants with account balances 2014-07-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: HEAD START, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 108
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 134
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 8
Total of all active and inactive participants 2013-07-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 142
Number of participants with account balances 2013-07-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: HEAD START, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 150
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 104
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 4
Total of all active and inactive participants 2012-07-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 108
Number of participants with account balances 2012-07-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: HEAD START, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 110
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 108
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 7
Total of all active and inactive participants 2011-07-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 115
Number of participants with account balances 2011-07-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0

Measure	Date	Value
2014: HEAD START, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	142
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	81
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	13
Total of all active and inactive participants	2014-07-01	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	94
Number of participants with account balances	2014-07-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: HEAD START, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	108
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	134
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	8
Total of all active and inactive participants	2013-07-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	142
Number of participants with account balances	2013-07-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: HEAD START, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	150
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	104
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	4
Total of all active and inactive participants	2012-07-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	108
Number of participants with account balances	2012-07-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: HEAD START, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	110
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	108
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	7
Total of all active and inactive participants	2011-07-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	115
Number of participants with account balances	2011-07-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0

Financial Data on HEAD START, INC. 401(K) PLAN

Measure	Date	Value
2015 : HEAD START, INC. 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2015-06-30	$0
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total transfer of assets to this plan	2015-06-30	$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
Expenses. Interest paid	2015-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$128,692
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$159,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$153,072
Value of total corrective distributions	2015-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$125,184
Value of total assets at end of year	2015-06-30	$866,715
Value of total assets at beginning of year	2015-06-30	$897,724
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$6,629
Total income from rents	2015-06-30	$0
Total interest from all sources	2015-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$311
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$311
Administrative expenses professional fees incurred	2015-06-30	$0
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$200,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Amount of non-exempt transactions with any party-in-interest	2015-06-30	$0
Contributions received from participants	2015-06-30	$57,119
Participant contributions at end of year	2015-06-30	$0
Participant contributions at beginning of year	2015-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-06-30	$0
Other income not declared elsewhere	2015-06-30	$19
Administrative expenses (other) incurred	2015-06-30	$0
Liabilities. Value of operating payables at beginning of year	2015-06-30	$0
Total non interest bearing cash at end of year	2015-06-30	$0
Total non interest bearing cash at beginning of year	2015-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Income. Non cash contributions	2015-06-30	$0
Value of net income/loss	2015-06-30	$-31,009
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$866,715
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$897,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2015-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2015-06-30	$0
Investment advisory and management fees	2015-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$1,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$846,470
Value of interest in pooled separate accounts at end of year	2015-06-30	$839,728
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$0
Income. Interest from loans (other than to participants)	2015-06-30	$0
Interest earned on other investments	2015-06-30	$0
Income. Interest from US Government securities	2015-06-30	$0
Income. Interest from corporate debt instruments	2015-06-30	$0
Value of interest in common/collective trusts at end of year	2015-06-30	$0
Value of interest in common/collective trusts at beginning of year	2015-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-06-30	$51,254
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-06-30	$51,254
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2015-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$-14,078
Net investment gain/loss from pooled separate accounts	2015-06-30	$17,256
Net investment gain or loss from common/collective trusts	2015-06-30	$0
Net gain/loss from 103.12 investment entities	2015-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$68,065
Employer contributions (assets) at end of year	2015-06-30	$25,000
Employer contributions (assets) at beginning of year	2015-06-30	$0
Income. Dividends from preferred stock	2015-06-30	$0
Income. Dividends from common stock	2015-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$153,072
Contract administrator fees	2015-06-30	$6,629
Liabilities. Value of benefit claims payable at beginning of year	2015-06-30	$0
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Aggregate proceeds on sale of assets	2015-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2015-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	EIDEBAILLY LLP
Accountancy firm EIN	2015-06-30	450250958
2014 : HEAD START, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$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	$264,302
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$306,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$302,011
Value of total corrective distributions	2014-06-30	$3,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$131,972
Value of total assets at end of year	2014-06-30	$897,724
Value of total assets at beginning of year	2014-06-30	$939,717
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$1,150
Total interest from all sources	2014-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$30,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$30,679
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$94,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$106,972
Administrative expenses (other) incurred	2014-06-30	$1,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$-41,993
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$897,724
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$939,717
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$846,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$903,359
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-06-30	$51,254
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-06-30	$36,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-06-30	$36,358
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$101,651
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$25,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$302,011
Did the plan have assets held for investment	2014-06-30	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	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	EIDE BAILLY LLP
Accountancy firm EIN	2014-06-30	450250958
2013 : HEAD START, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$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	$240,013
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$86,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$85,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$149,337
Value of total assets at end of year	2013-06-30	$939,717
Value of total assets at beginning of year	2013-06-30	$785,986
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$350
Total interest from all sources	2013-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$22,841
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$22,841
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$79,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$124,197
Administrative expenses (other) incurred	2013-06-30	$350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$153,731
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$939,717
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$785,986
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$903,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$785,986
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-06-30	$36,358
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$67,835
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$25,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$85,932
Did the plan have assets held for investment	2013-06-30	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	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	EIDE BAILLY LLP
Accountancy firm EIN	2013-06-30	450250958
2012 : HEAD START, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$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	$79,235
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$135,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$134,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$111,241
Value of total assets at end of year	2012-06-30	$785,986
Value of total assets at beginning of year	2012-06-30	$842,207
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$701
Total interest from all sources	2012-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$18,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$18,301
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$85,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$86,241
Administrative expenses (other) incurred	2012-06-30	$701
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$-56,221
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$785,986
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$842,207
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$785,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$842,207
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-50,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$25,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$134,755
Did the plan have assets held for investment	2012-06-30	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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	EIDE BAILLY
Accountancy firm EIN	2012-06-30	450250958
2011 : HEAD START, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$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	$288,073
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$105,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$104,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$124,809
Value of total assets at end of year	2011-06-30	$842,207
Value of total assets at beginning of year	2011-06-30	$659,236
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$921
Total interest from all sources	2011-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$17,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$17,539
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$66,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$88,525
Administrative expenses (other) incurred	2011-06-30	$921
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$182,971
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$842,207
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$659,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$842,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$659,236
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$145,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$36,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$104,181
Did the plan have assets held for investment	2011-06-30	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	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	EIDE BAILLY
Accountancy firm EIN	2011-06-30	450250958
2010 : HEAD START, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-06-30	$0
Total transfer of assets to this plan	2010-06-30	$684,035
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-06-30	$0
Total income from all sources (including contributions)	2010-06-30	$-8,067
Total loss/gain on sale of assets	2010-06-30	$0
Total of all expenses incurred	2010-06-30	$16,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-06-30	$16,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-06-30	$33,345
Value of total assets at end of year	2010-06-30	$659,236
Value of total assets at beginning of year	2010-06-30	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-06-30	$200
Total interest from all sources	2010-06-30	$7
Total dividends received (eg from common stock, registered investment company shares)	2010-06-30	$1,527
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-06-30	$1,527
Was this plan covered by a fidelity bond	2010-06-30	Yes
Value of fidelity bond cover	2010-06-30	$1,000
If this is an individual account plan, was there a blackout period	2010-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2010-06-30	No
Contributions received from participants	2010-06-30	$33,345
Participant contributions at beginning of year	2010-06-30	$805
Administrative expenses (other) incurred	2010-06-30	$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-06-30	No
Value of net income/loss	2010-06-30	$-24,799
Value of net assets at end of year (total assets less liabilities)	2010-06-30	$659,236
Value of net assets at beginning of year (total assets less liabilities)	2010-06-30	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-06-30	No
Were any leases to which the plan was party in default or uncollectible	2010-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-06-30	$659,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-06-30	$699,543
Interest on participant loans	2010-06-30	$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-06-30	$-42,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-06-30	No
Was there a failure to transmit to the plan any participant contributions	2010-06-30	No
Has the plan failed to provide any benefit when due under the plan	2010-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-06-30	$16,532
Did the plan have assets held for investment	2010-06-30	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	2010-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-06-30	No
Opinion of an independent qualified public accountant for this plan	2010-06-30	Disclaimer
Accountancy firm name	2010-06-30	EIDE BAILLY
Accountancy firm EIN	2010-06-30	450250958

Form 5500 Responses for HEAD START, INC. 401(K) PLAN

2014: HEAD START, INC. 401(K) PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: HEAD START, INC. 401(K) PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	Yes
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: HEAD START, INC. 401(K) PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: HEAD START, INC. 401(K) PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	Yes
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	80
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

810456

Policy instance

Insurance contract or identification number	810456
Number of Individuals Covered	80
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $1,647
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,647
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	EDWARD JONES

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Company Name:	HEAD START, INC.
Employer identification number (EIN):	810398508
NAIC Classification:	611000