BOYS & GIRLS CLUBS OF GREATER SCOTTSDALE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BOYS & GIRLS CLUBS OF SCOTTSDALE PENSION PLAN
401k plan membership statisitcs for BOYS & GIRLS CLUBS OF SCOTTSDALE PENSION PLAN
| Measure | Date | Value |
|---|
| 2017 : BOYS & GIRLS CLUBS OF SCOTTSDALE PENSION PLAN 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2017-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total transfer of assets to this plan | 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 |
| Expenses. Interest paid | 2017-12-31 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $746,680 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $203,518 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $194,224 |
| Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of total corrective distributions | 2017-12-31 | $9,081 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $221,093 |
| Value of total assets at end of year | 2017-12-31 | $3,273,700 |
| Value of total assets at beginning of year | 2017-12-31 | $2,730,538 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $213 |
| Total income from rents | 2017-12-31 | $0 |
| Total interest from all sources | 2017-12-31 | $1,166 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $79,493 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $79,493 |
| Assets. Real estate other than employer real property at end of year | 2017-12-31 | $0 |
| Assets. Real estate other than employer real property at beginning of year | 2017-12-31 | $0 |
| Administrative expenses professional fees incurred | 2017-12-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2017-12-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2017-12-31 | $0 |
| 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 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $154,237 |
| Participant contributions at end of year | 2017-12-31 | $11,910 |
| Participant contributions at beginning of year | 2017-12-31 | $27,231 |
| Participant contributions at end of year | 2017-12-31 | $0 |
| Participant contributions at beginning of year | 2017-12-31 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $2,875 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 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 |
| Assets. Loans (other than to participants) at end of year | 2017-12-31 | $0 |
| Assets. Loans (other than to participants) 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 |
| Other income not declared elsewhere | 2017-12-31 | $0 |
| Administrative expenses (other) incurred | 2017-12-31 | $213 |
| Liabilities. Value of operating payables at end of year | 2017-12-31 | $0 |
| Liabilities. Value of operating payables 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 |
| Income. Non cash contributions | 2017-12-31 | $0 |
| Value of net income/loss | 2017-12-31 | $543,162 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $3,273,700 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,730,538 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2017-12-31 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2017-12-31 | $0 |
| Investment advisory and management fees | 2017-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $3,261,470 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $2,702,991 |
| Value of interest in pooled separate accounts at end of year | 2017-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $0 |
| Interest on participant loans | 2017-12-31 | $1,166 |
| Income. Interest from loans (other than to participants) | 2017-12-31 | $0 |
| Interest earned on other investments | 2017-12-31 | $0 |
| Income. Interest from US Government securities | 2017-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2017-12-31 | $0 |
| Value of interest in master investment trust accounts at end of year | 2017-12-31 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $320 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $316 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2017-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2017-12-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $0 |
| Asset value of US Government securities at end of year | 2017-12-31 | $0 |
| Asset value of US Government securities at beginning of year | 2017-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $444,924 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $0 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $4 |
| Net gain/loss from 103.12 investment entities | 2017-12-31 | $0 |
| 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 |
| Assets. Invements in employer securities at end of year | 2017-12-31 | $0 |
| Assets. Invements in employer securities at beginning of year | 2017-12-31 | $0 |
| Assets. Value of employer real property at end of year | 2017-12-31 | $0 |
| Assets. Value of employer real property at beginning of year | 2017-12-31 | $0 |
| Contributions received in cash from employer | 2017-12-31 | $63,981 |
| Employer contributions (assets) at end of year | 2017-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
| Income. Dividends from preferred stock | 2017-12-31 | $0 |
| Income. Dividends from common stock | 2017-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $194,224 |
| Asset. Corporate debt instrument preferred debt at end of year | 2017-12-31 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2017-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $0 |
| Contract administrator fees | 2017-12-31 | $0 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $0 |
| Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2017-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-12-31 | $0 |
| 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 |
| Aggregate proceeds on sale of assets | 2017-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at end of year | 2017-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2017-12-31 | $0 |
| 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 | CLIFTONLARSONALLEN, LLP |
| Accountancy firm EIN | 2017-12-31 | 410746749 |
| 2013 : BOYS & GIRLS CLUBS OF SCOTTSDALE PENSION PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $1,489,963 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $296,056 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $90,748 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $90,213 |
| Total plan assets at end of year | 2013-12-31 | $2,420,357 |
| Total plan assets at beginning of year | 2013-12-31 | $725,086 |
| Value of fidelity bond covering the plan | 2013-12-31 | $60,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $104,196 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $54,606 |
| Other income received | 2013-12-31 | $90,854 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $205,308 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,420,357 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $725,086 |
| Assets. Value of participant loans | 2013-12-31 | $32,238 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $46,400 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $247 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $288 |
| Total unrealized appreciation/depreciation of assets | 2013-12-18 | $0 |
| Total transfer of assets from this plan | 2013-12-18 | $1,490,630 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-18 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-18 | $0 |
| Total income from all sources (including contributions) | 2013-12-18 | $519,270 |
| Total loss/gain on sale of assets | 2013-12-18 | $0 |
| Total of all expenses incurred | 2013-12-18 | $73,015 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-18 | $72,998 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-18 | $238,754 |
| Value of total assets at end of year | 2013-12-18 | $0 |
| Value of total assets at beginning of year | 2013-12-18 | $1,044,375 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-18 | $17 |
| Total interest from all sources | 2013-12-18 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-18 | $70,098 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-18 | Yes |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-18 | $70,098 |
| Was this plan covered by a fidelity bond | 2013-12-18 | Yes |
| Value of fidelity bond cover | 2013-12-18 | $120,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-18 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-18 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-18 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-18 | $123,673 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-18 | $123,673 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-18 | No |
| Administrative expenses (other) incurred | 2013-12-18 | $17 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-18 | No |
| Value of net income/loss | 2013-12-18 | $446,255 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-18 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-18 | $1,044,375 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-18 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-18 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-18 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-18 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-18 | $1,044,375 |
| Value of interest in common/collective trusts at end of year | 2013-12-18 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-18 | $40,218 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-18 | $209,927 |
| Net investment gain or loss from common/collective trusts | 2013-12-18 | $491 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-18 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-18 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-18 | No |
| Contributions received in cash from employer | 2013-12-18 | $238,754 |
| Employer contributions (assets) at end of year | 2013-12-18 | $0 |
| Employer contributions (assets) at beginning of year | 2013-12-18 | $4,456 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-18 | $72,998 |
| Did the plan have assets held for investment | 2013-12-18 | No |
| 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 | 2013-12-18 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-18 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-18 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-18 | Disclaimer |
| Accountancy firm name | 2013-12-18 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2013-12-18 | 410746749 |
| 2012 : BOYS & GIRLS CLUBS OF SCOTTSDALE PENSION 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 | $207,425 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $82,827 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $82,077 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $78,933 |
| Value of total assets at end of year | 2012-12-31 | $1,044,375 |
| Value of total assets at beginning of year | 2012-12-31 | $919,777 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $750 |
| Total interest from all sources | 2012-12-31 | $128,492 |
| 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 | $120,000 |
| 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 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $140,612 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $140,612 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Administrative expenses (other) incurred | 2012-12-31 | $750 |
| 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 | $124,598 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,044,375 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $919,777 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $1,044,375 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $919,777 |
| Interest earned on other investments | 2012-12-31 | $128,492 |
| 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 | $78,933 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $82,077 |
| 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 | MAYER HOFFMAN MCCANN P.C. |
| Accountancy firm EIN | 2012-12-31 | 431947695 |
