401k Plan data: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX 403(B) PLAN plan

BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX 403(B) PLAN 401k Plan overview

Plan Name	BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX 403(B) PLAN
Plan identification number	002

BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX has sponsored the creation of one or more 401k plans.

Company Name: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX

Employer identification number (EIN): 860107639

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01
002 2018-01-01 DALE WANEK
002 2017-01-01 DALE WANEK
002 2016-01-01 DALE WANEK
002 2015-01-01 DALE WANEK
002 2014-01-01 DALE WANEK
002 2013-01-01 DALE WANEK
002 2012-01-01 DALE WANEK

Plan Statistics for BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX 403(B) PLAN

401k plan membership statisitcs for BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX 403(B) PLAN

Measure Date Value
2019: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 206
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 217
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 16
Total of all active and inactive participants 2019-01-01 233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 233
Number of participants with account balances 2019-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 195
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 192
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 14
Total of all active and inactive participants 2018-01-01 206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 206
Number of participants with account balances 2018-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 200
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 181
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 11
Total of all active and inactive participants 2017-01-01 192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 192
Number of participants with account balances 2017-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 230
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 190
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 10
Total of all active and inactive participants 2016-01-01 200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 200
Number of participants with account balances 2016-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 186
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 202
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 7
Total of all active and inactive participants 2015-01-01 209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 209
Number of participants with account balances 2015-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 178
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 5
Total of all active and inactive participants 2014-01-01 183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 183
Number of participants with account balances 2014-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 190
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 169
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 173
Number of participants with account balances 2013-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 160
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 7
Total of all active and inactive participants 2012-01-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 167
Number of participants with account balances 2012-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2019: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	206
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	217
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	16
Total of all active and inactive participants	2019-01-01	233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	233
Number of participants with account balances	2019-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	195
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	192
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	14
Total of all active and inactive participants	2018-01-01	206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	206
Number of participants with account balances	2018-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	200
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	181
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	11
Total of all active and inactive participants	2017-01-01	192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	192
Number of participants with account balances	2017-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	230
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	190
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	10
Total of all active and inactive participants	2016-01-01	200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	200
Number of participants with account balances	2016-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	202
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	7
Total of all active and inactive participants	2015-01-01	209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	209
Number of participants with account balances	2015-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	178
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	5
Total of all active and inactive participants	2014-01-01	183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	183
Number of participants with account balances	2014-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	190
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	169
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	173
Number of participants with account balances	2013-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	160
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	7
Total of all active and inactive participants	2012-01-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	167
Number of participants with account balances	2012-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX 403(B) PLAN

Measure	Date	Value
2019 : BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$535,542
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$135,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$128,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$268,357
Value of total assets at end of year	2019-12-31	$1,552,261
Value of total assets at beginning of year	2019-12-31	$1,152,677
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$7,423
Total interest from all sources	2019-12-31	$329
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$300,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$114,724
Participant contributions at end of year	2019-12-31	$4,262
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$153,633
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$399,584
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,552,261
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,152,677
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$4,101
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,542,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,145,362
Value of interest in pooled separate accounts at end of year	2019-12-31	$155
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$147
Interest on participant loans	2019-12-31	$94
Interest earned on other investments	2019-12-31	$235
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$5,602
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$7,168
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$266,848
Net investment gain/loss from pooled separate accounts	2019-12-31	$8
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$128,535
Contract administrator fees	2019-12-31	$3,322
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	KIMBERLIN COMPANY, PLLC
Accountancy firm EIN	2019-12-31	455497718
2018 : BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$54,555
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$91,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$84,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$136,522
Value of total assets at end of year	2018-12-31	$1,152,677
Value of total assets at beginning of year	2018-12-31	$1,189,196
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$6,751
Total interest from all sources	2018-12-31	$243
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$300,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$136,522
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-36,519
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,152,677
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,189,196
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$3,824
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,145,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,181,577
Value of interest in pooled separate accounts at end of year	2018-12-31	$147
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$140
Interest earned on other investments	2018-12-31	$243
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$7,168
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$7,479
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-82,217
Net investment gain/loss from pooled separate accounts	2018-12-31	$7
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$84,323
Contract administrator fees	2018-12-31	$2,927
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	KIMBERLIN COMPANY, PLLC
Accountancy firm EIN	2018-12-31	455497718
2017 : BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$336,650
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$802,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$794,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$118,725
Value of total assets at end of year	2017-12-31	$1,189,196
Value of total assets at beginning of year	2017-12-31	$1,654,952
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$8,083
Total interest from all sources	2017-12-31	$243
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$300,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$118,725
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$-465,756
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,189,196
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,654,952
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$4,254
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,181,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,647,582
Value of interest in pooled separate accounts at end of year	2017-12-31	$140
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$134
Interest earned on other investments	2017-12-31	$243
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$7,479
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$7,236
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$217,676
Net investment gain/loss from pooled separate accounts	2017-12-31	$6
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$794,323
Contract administrator fees	2017-12-31	$3,829
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	KIMBERLIN COMPANY, PLLC
Accountancy firm EIN	2017-12-31	455497718
2016 : BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$281,547
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$272,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$263,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$150,736
Value of total assets at end of year	2016-12-31	$1,654,952
Value of total assets at beginning of year	2016-12-31	$1,646,069
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$8,966
Total interest from all sources	2016-12-31	$269
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$300,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$150,736
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$8,883
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,654,952
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,646,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$5,231
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,647,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,638,974
Value of interest in pooled separate accounts at end of year	2016-12-31	$134
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$127
Interest earned on other investments	2016-12-31	$269
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$7,236
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$6,968
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$130,536
Net investment gain/loss from pooled separate accounts	2016-12-31	$6
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$263,698
Contract administrator fees	2016-12-31	$3,735
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	KIMBERLIN COMPANY, PLLC
Accountancy firm EIN	2016-12-31	455497718
2015 : BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$147,075
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$286,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$275,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$173,255
Value of total assets at end of year	2015-12-31	$1,646,069
Value of total assets at beginning of year	2015-12-31	$1,785,294
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$11,234
Total interest from all sources	2015-12-31	$222
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$300,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$154,587
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$18,668
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-139,225
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,646,069
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,785,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$7,296
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,638,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,778,431
Value of interest in pooled separate accounts at end of year	2015-12-31	$127
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$118
Interest earned on other investments	2015-12-31	$222
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$6,968
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$6,745
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-26,412
Net investment gain/loss from pooled separate accounts	2015-12-31	$10
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$275,066
Contract administrator fees	2015-12-31	$3,938
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	RUSS KIMBERLIN, CPA PLLC
Accountancy firm EIN	2015-12-31	455497718
2014 : BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$4,760
Total income from all sources (including contributions)	2014-12-31	$252,831
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$35,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$23,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$135,839
Value of total assets at end of year	2014-12-31	$1,785,294
Value of total assets at beginning of year	2014-12-31	$1,572,888
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$12,051
Total interest from all sources	2014-12-31	$228
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$300,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$135,839
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$4,761
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$4,760
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$4,760
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$217,166
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,785,294
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,568,128
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$7,989
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,778,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,556,745
Value of interest in pooled separate accounts at end of year	2014-12-31	$118
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$105
Interest earned on other investments	2014-12-31	$228
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$6,745
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$6,517
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$116,751
Net investment gain/loss from pooled separate accounts	2014-12-31	$13
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$23,614
Contract administrator fees	2014-12-31	$4,062
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	RUSS KIMBERLIN, CPA PLLC
Accountancy firm EIN	2014-12-31	455497718
2013 : BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$4,760
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	$390,237
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$31,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$21,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$129,168
Value of total assets at end of year	2013-12-31	$1,572,888
Value of total assets at beginning of year	2013-12-31	$1,209,376
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$9,524
Total interest from all sources	2013-12-31	$236
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$300,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$129,168
Participant contributions at end of year	2013-12-31	$4,761
Participant contributions at beginning of year	2013-12-31	$5,010
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$13,889
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$4,760
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$0
Total non interest bearing cash at end of year	2013-12-31	$4,760
Total non interest bearing cash at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$358,752
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,568,128
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,209,376
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$6,326
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,556,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,182,055
Value of interest in pooled separate accounts at end of year	2013-12-31	$105
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$947
Interest earned on other investments	2013-12-31	$236
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$6,517
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$7,475
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$260,808
Net investment gain/loss from pooled separate accounts	2013-12-31	$25
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$21,961
Contract administrator fees	2013-12-31	$3,198
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	RUSS KIMBERLIN, CPA PLLC
Accountancy firm EIN	2013-12-31	455497718
2012 : BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$326,428
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$56,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$54,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$223,721
Value of total assets at end of year	2012-12-31	$1,209,376
Value of total assets at beginning of year	2012-12-31	$939,866
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$2,288
Total interest from all sources	2012-12-31	$5,803
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$180,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$98,403
Participant contributions at end of year	2012-12-31	$5,010
Participant contributions at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$125,318
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$13,889
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$0
Administrative expenses (other) incurred	2012-12-31	$30
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$269,510
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,209,376
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$939,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$1,661
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,182,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$658,240
Value of interest in pooled separate accounts at end of year	2012-12-31	$947
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$32,597
Interest earned on other investments	2012-12-31	$5,803
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$7,475
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$249,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$94,457
Net investment gain/loss from pooled separate accounts	2012-12-31	$2,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$54,630
Contract administrator fees	2012-12-31	$597
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	RUSS KIMBERLIN, CPA PLLC
Accountancy firm EIN	2012-12-31	455497718

Form 5500 Responses for BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX 403(B) PLAN

2019: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX 403(B) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX 403(B) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX 403(B) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX 403(B) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX 403(B) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX 403(B) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX 403(B) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX 403(B) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	First time form 5500 has been submitted	Yes
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

358780

Policy instance

Insurance contract or identification number	358780
Number of Individuals Covered	5
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

358780

Policy instance

Insurance contract or identification number	358780
Number of Individuals Covered	6
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

358780

Policy instance

Insurance contract or identification number	358780
Number of Individuals Covered	6
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

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The information provided on this website is not advice, endorsement or recommendation
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Company Name:	BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX
Employer identification number (EIN):	860107639
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Plan id#	Filing Submission Date	Name of Administrator
002	2019-01-01
002	2018-01-01	DALE WANEK
002	2017-01-01	DALE WANEK
002	2016-01-01	DALE WANEK
002	2015-01-01	DALE WANEK
002	2014-01-01	DALE WANEK
002	2013-01-01	DALE WANEK
002	2012-01-01	DALE WANEK