401k Plan data: BIG BROTHERS BIG SISTERS 403B PLAN plan

BIG BROTHERS BIG SISTERS 403B PLAN 401k Plan overview

Plan Name	BIG BROTHERS BIG SISTERS 403B PLAN
Plan identification number	001

BIG BROTHERS BIG SISTERS 403B PLAN Benefits

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

401k Sponsoring company profile

BIG BROTHERS BIG SISTERS OF MISSOULA INC has sponsored the creation of one or more 401k plans.

Company Name: BIG BROTHERS BIG SISTERS OF MISSOULA INC

Employer identification number (EIN): 816023638

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BIG BROTHERS BIG SISTERS 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-07-01 DANETTE RECTOR
001 2011-07-01 DANETTE RECTOR
001 2010-07-01 DANETTE RECTOR
001 2009-07-01 DANETTE RECTOR

Plan id#	Filing Submission Date	Name of Administrator
001	2012-07-01	DANETTE RECTOR
001	2011-07-01	DANETTE RECTOR
001	2010-07-01	DANETTE RECTOR
001	2009-07-01	DANETTE RECTOR

Plan Statistics for BIG BROTHERS BIG SISTERS 403B PLAN

401k plan membership statisitcs for BIG BROTHERS BIG SISTERS 403B PLAN

Measure Date Value
2012: BIG BROTHERS BIG SISTERS 403B PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 1
Total of all active and inactive participants 2012-07-01 1
Total participants 2012-07-01 1
2011: BIG BROTHERS BIG SISTERS 403B PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 1
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 1
Total of all active and inactive participants 2011-07-01 1
Total participants 2011-07-01 1
2010: BIG BROTHERS BIG SISTERS 403B PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 4
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 1
Total of all active and inactive participants 2010-07-01 1
Total participants 2010-07-01 1
Number of participants with account balances 2010-07-01 1
2009: BIG BROTHERS BIG SISTERS 403B PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 4
Total of all active and inactive participants 2009-07-01 4
Total participants 2009-07-01 4
Number of participants with account balances 2009-07-01 4

Measure	Date	Value
2012: BIG BROTHERS BIG SISTERS 403B PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	1
Total of all active and inactive participants	2012-07-01	1
Total participants	2012-07-01	1
2011: BIG BROTHERS BIG SISTERS 403B PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	1
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	1
Total of all active and inactive participants	2011-07-01	1
Total participants	2011-07-01	1
2010: BIG BROTHERS BIG SISTERS 403B PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	4
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	1
Total of all active and inactive participants	2010-07-01	1
Total participants	2010-07-01	1
Number of participants with account balances	2010-07-01	1
2009: BIG BROTHERS BIG SISTERS 403B PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	4
Total of all active and inactive participants	2009-07-01	4
Total participants	2009-07-01	4
Number of participants with account balances	2009-07-01	4

Financial Data on BIG BROTHERS BIG SISTERS 403B PLAN

Measure	Date	Value
2013 : BIG BROTHERS BIG SISTERS 403B PLAN 2013 401k financial data
Total income from all sources	2013-06-30	$4,424
Total plan assets at end of year	2013-06-30	$50,682
Total plan assets at beginning of year	2013-06-30	$46,258
Other income received	2013-06-30	$4,424
Net income (gross income less expenses)	2013-06-30	$4,424
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$50,682
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$46,258
2012 : BIG BROTHERS BIG SISTERS 403B PLAN 2012 401k financial data
Total income from all sources	2012-06-30	$-3,335
Total plan assets at end of year	2012-06-30	$46,258
Total plan assets at beginning of year	2012-06-30	$49,593
Other income received	2012-06-30	$-3,335
Net income (gross income less expenses)	2012-06-30	$-3,335
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$46,258
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$49,593
2011 : BIG BROTHERS BIG SISTERS 403B PLAN 2011 401k financial data
Transfers to/from the plan	2011-06-30	$25,000
Total income from all sources	2011-06-30	$3,421
Expenses. Total of all expenses incurred	2011-06-30	$25
Total plan assets at end of year	2011-06-30	$49,593
Total plan assets at beginning of year	2011-06-30	$21,197
Expenses. Other expenses not covered elsewhere	2011-06-30	$25
Other income received	2011-06-30	$3,421
Net income (gross income less expenses)	2011-06-30	$3,396
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$49,593
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$21,197
Assets. Value of participant loans	2011-06-30	$8,801

Form 5500 Responses for BIG BROTHERS BIG SISTERS 403B PLAN

2012: BIG BROTHERS BIG SISTERS 403B PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: BIG BROTHERS BIG SISTERS 403B PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: BIG BROTHERS BIG SISTERS 403B PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: BIG BROTHERS BIG SISTERS 403B PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BIG BROTHERS BIG SISTERS OF MISSOULA INC
Employer identification number (EIN):	816023638
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations