401k Plan data: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX RETIREMENT PLAN plan

BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX RETIREMENT PLAN 401k Plan overview

Plan Name	BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX RETIREMENT PLAN
Plan identification number	003

BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX RETIREMENT 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.
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

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 RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2019-01-01
003 2018-01-01 DALE WANEK
003 2017-01-01 DALE WANEK
003 2016-01-01 DALE WANEK
003 2015-01-01 DALE WANEK
003 2014-01-01 DALE WANEK
003 2013-01-01 DALE WANEK
003 2012-01-01 DALE WANEK
003 2011-01-01 DALE WANEK

Plan Statistics for BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX RETIREMENT PLAN

401k plan membership statisitcs for BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX RETIREMENT PLAN

Measure Date Value
2019: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 174
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 103
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 65
Total of all active and inactive participants 2019-01-01 168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 168
Number of participants with account balances 2019-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5
2018: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 91
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 52
Total of all active and inactive participants 2018-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 143
Number of participants with account balances 2018-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 7
2017: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 93
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 37
Total of all active and inactive participants 2017-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 130
Number of participants with account balances 2017-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 9
2016: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 93
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 32
Total of all active and inactive participants 2016-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 125
Number of participants with account balances 2016-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 5
2015: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 83
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 18
Total of all active and inactive participants 2015-01-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 101
Number of participants with account balances 2015-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 8
2014: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 85
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 17
Total of all active and inactive participants 2014-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 102
Number of participants with account balances 2014-01-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 8
2013: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 89
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 11
Total of all active and inactive participants 2013-01-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 100
Number of participants with account balances 2013-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 7
2012: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 90
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 13
Total of all active and inactive participants 2012-01-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 103
Number of participants with account balances 2012-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 87
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 17
Total of all active and inactive participants 2011-01-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 104
Number of participants with account balances 2011-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3

Measure	Date	Value
2019: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	174
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	103
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	65
Total of all active and inactive participants	2019-01-01	168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	168
Number of participants with account balances	2019-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5
2018: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	91
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	52
Total of all active and inactive participants	2018-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	143
Number of participants with account balances	2018-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	7
2017: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	93
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	37
Total of all active and inactive participants	2017-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	130
Number of participants with account balances	2017-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	9
2016: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	93
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	32
Total of all active and inactive participants	2016-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	125
Number of participants with account balances	2016-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	5
2015: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	83
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	18
Total of all active and inactive participants	2015-01-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	101
Number of participants with account balances	2015-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	8
2014: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	85
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	17
Total of all active and inactive participants	2014-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	102
Number of participants with account balances	2014-01-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	8
2013: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	89
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	11
Total of all active and inactive participants	2013-01-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	100
Number of participants with account balances	2013-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	7
2012: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	90
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	13
Total of all active and inactive participants	2012-01-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	103
Number of participants with account balances	2012-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	87
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	17
Total of all active and inactive participants	2011-01-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	104
Number of participants with account balances	2011-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3

Financial Data on BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX RETIREMENT PLAN

Measure	Date	Value
2019 : BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX RETIREMENT 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	$584,700
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$95,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$84,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$190,524
Value of total assets at end of year	2019-12-31	$2,482,630
Value of total assets at beginning of year	2019-12-31	$1,993,341
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$10,671
Total interest from all sources	2019-12-31	$4,596
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
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
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	$489,289
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,482,630
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,993,341
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	$5,899
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,203,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,708,198
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,294
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,227
Interest earned on other investments	2019-12-31	$4,596
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$87,160
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$125,274
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$389,512
Net investment gain/loss from pooled separate accounts	2019-12-31	$68
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
Contributions received in cash from employer	2019-12-31	$190,524
Employer contributions (assets) at end of year	2019-12-31	$190,524
Employer contributions (assets) at beginning of year	2019-12-31	$158,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$84,740
Contract administrator fees	2019-12-31	$4,772
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 RETIREMENT 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	$44,683
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$288,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$277,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$158,642
Value of total assets at end of year	2018-12-31	$1,993,341
Value of total assets at beginning of year	2018-12-31	$2,236,867
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$10,548
Total interest from all sources	2018-12-31	$6,203
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
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
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	$-243,526
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,993,341
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,236,867
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	$6,176
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,708,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,926,716
Value of interest in pooled separate accounts at end of year	2018-12-31	$1,227
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$1,171
Interest earned on other investments	2018-12-31	$6,203
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$125,274
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$161,898
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-120,218
Net investment gain/loss from pooled separate accounts	2018-12-31	$56
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
Contributions received in cash from employer	2018-12-31	$158,642
Employer contributions (assets) at end of year	2018-12-31	$158,642
Employer contributions (assets) at beginning of year	2018-12-31	$147,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$277,661
Contract administrator fees	2018-12-31	$4,372
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 RETIREMENT 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	$481,827
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$522,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$510,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$147,082
Value of total assets at end of year	2017-12-31	$2,236,867
Value of total assets at beginning of year	2017-12-31	$2,277,212
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$11,321
Total interest from all sources	2017-12-31	$7,625
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
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
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	$-40,345
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,236,867
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,277,212
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	$6,240
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,926,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,914,489
Value of interest in pooled separate accounts at end of year	2017-12-31	$1,171
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$1,121
Interest earned on other investments	2017-12-31	$7,625
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$161,898
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$196,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$327,071
Net investment gain/loss from pooled separate accounts	2017-12-31	$49
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
Contributions received in cash from employer	2017-12-31	$147,082
Employer contributions (assets) at end of year	2017-12-31	$147,082
Employer contributions (assets) at beginning of year	2017-12-31	$164,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$510,851
Contract administrator fees	2017-12-31	$5,081
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 RETIREMENT 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	$328,632
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$224,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$214,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$164,684
Value of total assets at end of year	2016-12-31	$2,277,212
Value of total assets at beginning of year	2016-12-31	$2,173,401
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$10,493
Total interest from all sources	2016-12-31	$9,824
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
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
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	$103,811
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,277,212
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,173,401
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	$6,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,914,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,784,924
Value of interest in pooled separate accounts at end of year	2016-12-31	$1,121
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,066
Interest earned on other investments	2016-12-31	$9,824
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$196,918
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$230,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$154,069
Net investment gain/loss from pooled separate accounts	2016-12-31	$55
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
Contributions received in cash from employer	2016-12-31	$164,684
Employer contributions (assets) at end of year	2016-12-31	$164,684
Employer contributions (assets) at beginning of year	2016-12-31	$157,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$214,328
Contract administrator fees	2016-12-31	$4,493
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 RETIREMENT 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	$156,707
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$118,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$106,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$157,044
Value of total assets at end of year	2015-12-31	$2,173,401
Value of total assets at beginning of year	2015-12-31	$2,134,812
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$11,865
Total interest from all sources	2015-12-31	$10,579
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
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
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	$38,589
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,173,401
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,134,812
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	$7,463
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,784,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,733,851
Value of interest in pooled separate accounts at end of year	2015-12-31	$1,066
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$986
Interest earned on other investments	2015-12-31	$10,579
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$230,367
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$263,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-10,997
Net investment gain/loss from pooled separate accounts	2015-12-31	$81
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
Contributions received in cash from employer	2015-12-31	$157,044
Employer contributions (assets) at end of year	2015-12-31	$157,044
Employer contributions (assets) at beginning of year	2015-12-31	$136,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$106,253
Contract administrator fees	2015-12-31	$4,402
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 RETIREMENT 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	$0
Total income from all sources (including contributions)	2014-12-31	$261,342
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$156,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$142,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$136,649
Value of total assets at end of year	2014-12-31	$2,134,812
Value of total assets at beginning of year	2014-12-31	$2,029,828
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$13,661
Total interest from all sources	2014-12-31	$12,867
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
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
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
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	$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	2014-12-31	No
Value of net income/loss	2014-12-31	$104,984
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,134,812
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,029,828
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	$8,316
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,733,851
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,579,033
Value of interest in pooled separate accounts at end of year	2014-12-31	$986
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$878
Interest earned on other investments	2014-12-31	$12,867
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$263,326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$315,063
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$17,408
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$111,719
Net investment gain/loss from pooled separate accounts	2014-12-31	$107
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
Contributions received in cash from employer	2014-12-31	$136,649
Employer contributions (assets) at end of year	2014-12-31	$136,649
Employer contributions (assets) at beginning of year	2014-12-31	$134,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$125,289
Contract administrator fees	2014-12-31	$5,345
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 RETIREMENT 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$427,803
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$135,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$124,838
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$134,854
Value of total assets at end of year	2013-12-31	$2,029,828
Value of total assets at beginning of year	2013-12-31	$1,738,004
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$11,141
Total interest from all sources	2013-12-31	$14,531
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
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
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	$2,925
Total non interest bearing cash at end of year	2013-12-31	$0
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	$291,824
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,029,828
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,738,004
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	$6,727
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,579,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,224,808
Value of interest in pooled separate accounts at end of year	2013-12-31	$878
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$11,133
Interest earned on other investments	2013-12-31	$14,531
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$315,063
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$354,657
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$278,250
Net investment gain/loss from pooled separate accounts	2013-12-31	$168
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
Contributions received in cash from employer	2013-12-31	$134,854
Employer contributions (assets) at end of year	2013-12-31	$134,854
Employer contributions (assets) at beginning of year	2013-12-31	$144,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$124,838
Contract administrator fees	2013-12-31	$4,414
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 RETIREMENT 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	$319,310
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$326,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$323,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$144,481
Value of total assets at end of year	2012-12-31	$1,738,004
Value of total assets at beginning of year	2012-12-31	$1,744,825
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$2,654
Total interest from all sources	2012-12-31	$17,265
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
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
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$2,925
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$0
Total non interest bearing cash at end of year	2012-12-31	$0
Total non interest bearing cash at beginning of year	2012-12-31	$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	2012-12-31	No
Value of net income/loss	2012-12-31	$-6,821
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,738,004
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,744,825
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	$1,697
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,224,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,056,947
Value of interest in pooled separate accounts at end of year	2012-12-31	$11,133
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$132,415
Interest earned on other investments	2012-12-31	$17,265
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$354,657
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$410,851
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$20,203
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$147,210
Net investment gain/loss from pooled separate accounts	2012-12-31	$10,354
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
Contributions received in cash from employer	2012-12-31	$144,481
Employer contributions (assets) at end of year	2012-12-31	$144,481
Employer contributions (assets) at beginning of year	2012-12-31	$144,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$303,274
Contract administrator fees	2012-12-31	$957
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
2011 : BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$164,829
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$174,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$174,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$144,612
Value of total assets at end of year	2011-12-31	$1,744,825
Value of total assets at beginning of year	2011-12-31	$1,754,421
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$350
Total interest from all sources	2011-12-31	$16,902
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$180,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-9,596
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,744,825
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,754,421
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,056,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,097,316
Value of interest in pooled separate accounts at end of year	2011-12-31	$132,415
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$120,766
Interest earned on other investments	2011-12-31	$16,902
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$410,851
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$395,663
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-12,685
Net investment gain/loss from pooled separate accounts	2011-12-31	$16,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$144,612
Employer contributions (assets) at end of year	2011-12-31	$144,612
Employer contributions (assets) at beginning of year	2011-12-31	$140,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$174,075
Contract administrator fees	2011-12-31	$350
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	RUSS KIMBERLIN, CPA PLLC
Accountancy firm EIN	2011-12-31	455497718
2010 : BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$343,437
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$948,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$945,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$140,676
Value of total assets at end of year	2010-12-31	$1,754,421
Value of total assets at beginning of year	2010-12-31	$2,359,437
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,588
Total interest from all sources	2010-12-31	$18,177
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$240,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$-605,016
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,754,421
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,359,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,097,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,586,121
Value of interest in pooled separate accounts at end of year	2010-12-31	$120,766
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$145,702
Interest earned on other investments	2010-12-31	$18,177
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$395,663
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$481,641
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$167,750
Net investment gain/loss from pooled separate accounts	2010-12-31	$16,834
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$140,676
Employer contributions (assets) at end of year	2010-12-31	$140,676
Employer contributions (assets) at beginning of year	2010-12-31	$145,973
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$945,865
Contract administrator fees	2010-12-31	$2,588
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MANSPERGER PATTERSON & MCMULLIN PLC
Accountancy firm EIN	2010-12-31	860751928

Form 5500 Responses for BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX RETIREMENT PLAN

2019: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX RETIREMENT 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 RETIREMENT 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 RETIREMENT 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 RETIREMENT 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 RETIREMENT 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 RETIREMENT 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 RETIREMENT 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 RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
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
2011: BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	358781
Policy instance	1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	358781
Policy instance	1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	358781
Policy instance	1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	358781
Policy instance	1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	358781
Policy instance	1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	358781
Policy instance	1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	358781
Policy instance	1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	358781
Policy instance	1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	358781
Policy instance	1

Potentially related plans

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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
003	2019-01-01
003	2018-01-01	DALE WANEK
003	2017-01-01	DALE WANEK
003	2016-01-01	DALE WANEK
003	2015-01-01	DALE WANEK
003	2014-01-01	DALE WANEK
003	2013-01-01	DALE WANEK
003	2012-01-01	DALE WANEK
003	2011-01-01	DALE WANEK