401k Plan data: DEFINED BENEFIT PENSION PLAN OF LOS ANGELES URBAN LEAGUE HEADSTART STATE PRE-SCHOOL plan

DEFINED BENEFIT PENSION PLAN OF LOS ANGELES URBAN LEAGUE HEADSTART STATE PRE-SCHOOL 401k Plan overview

Plan Name	DEFINED BENEFIT PENSION PLAN OF LOS ANGELES URBAN LEAGUE HEADSTART STATE PRE-SCHOOL
Plan identification number	001

DEFINED BENEFIT PENSION PLAN OF LOS ANGELES URBAN LEAGUE HEADSTART STATE PRE-SCHOOL Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

LOS ANGELES URBAN LEAGUE HEADSTART STATE PRE-SCHOOL has sponsored the creation of one or more 401k plans.

Company Name: LOS ANGELES URBAN LEAGUE HEADSTART STATE PRE-SCHOOL

Employer identification number (EIN): 952411444

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEFINED BENEFIT PENSION PLAN OF LOS ANGELES URBAN LEAGUE HEADSTART STATE PRE-SCHOOL

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-07-01 NOLAN ROLLINS NOLAN ROLLINS 2014-10-31
001 2011-07-01 KYLA LEE
001 2009-07-01 SANDY S. GARCIA SANDY S. GARCIA 2011-04-12
001 2009-07-01

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2012-07-01	NOLAN ROLLINS	NOLAN ROLLINS	2014-10-31
001	2011-07-01	KYLA LEE
001	2009-07-01	SANDY S. GARCIA	SANDY S. GARCIA	2011-04-12
001	2009-07-01

Plan Statistics for DEFINED BENEFIT PENSION PLAN OF LOS ANGELES URBAN LEAGUE HEADSTART STATE PRE-SCHOOL

401k plan membership statisitcs for DEFINED BENEFIT PENSION PLAN OF LOS ANGELES URBAN LEAGUE HEADSTART STATE PRE-SCHOOL

Measure Date Value
2012: DEFINED BENEFIT PENSION PLAN OF LOS ANGELES URBAN LEAGUE HEADSTART STATE PRE-SCHOOL 2012 401k membership
Total participants, beginning-of-year 2012-07-01 232
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 27
Number of retired or separated participants receiving benefits 2012-07-01 74
Number of other retired or separated participants entitled to future benefits 2012-07-01 122
Total of all active and inactive participants 2012-07-01 223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 1
Total participants 2012-07-01 224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 3
2011: DEFINED BENEFIT PENSION PLAN OF LOS ANGELES URBAN LEAGUE HEADSTART STATE PRE-SCHOOL 2011 401k membership
Total participants, beginning-of-year 2011-07-01 234
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 70
Number of retired or separated participants receiving benefits 2011-07-01 69
Number of other retired or separated participants entitled to future benefits 2011-07-01 87
Total of all active and inactive participants 2011-07-01 226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 6
Total participants 2011-07-01 232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 2
2009: DEFINED BENEFIT PENSION PLAN OF LOS ANGELES URBAN LEAGUE HEADSTART STATE PRE-SCHOOL 2009 401k membership
Total participants, beginning-of-year 2009-07-01 255
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 124
Number of retired or separated participants receiving benefits 2009-07-01 47
Number of other retired or separated participants entitled to future benefits 2009-07-01 69
Total of all active and inactive participants 2009-07-01 240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 7
Total participants 2009-07-01 247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2012: DEFINED BENEFIT PENSION PLAN OF LOS ANGELES URBAN LEAGUE HEADSTART STATE PRE-SCHOOL 2012 401k membership
Total participants, beginning-of-year	2012-07-01	232
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	27
Number of retired or separated participants receiving benefits	2012-07-01	74
Number of other retired or separated participants entitled to future benefits	2012-07-01	122
Total of all active and inactive participants	2012-07-01	223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	1
Total participants	2012-07-01	224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	3
2011: DEFINED BENEFIT PENSION PLAN OF LOS ANGELES URBAN LEAGUE HEADSTART STATE PRE-SCHOOL 2011 401k membership
Total participants, beginning-of-year	2011-07-01	234
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	70
Number of retired or separated participants receiving benefits	2011-07-01	69
Number of other retired or separated participants entitled to future benefits	2011-07-01	87
Total of all active and inactive participants	2011-07-01	226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	6
Total participants	2011-07-01	232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	2
2009: DEFINED BENEFIT PENSION PLAN OF LOS ANGELES URBAN LEAGUE HEADSTART STATE PRE-SCHOOL 2009 401k membership
Total participants, beginning-of-year	2009-07-01	255
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	124
Number of retired or separated participants receiving benefits	2009-07-01	47
Number of other retired or separated participants entitled to future benefits	2009-07-01	69
Total of all active and inactive participants	2009-07-01	240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	7
Total participants	2009-07-01	247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on DEFINED BENEFIT PENSION PLAN OF LOS ANGELES URBAN LEAGUE HEADSTART STATE PRE-SCHOOL

Measure	Date	Value
2013 : DEFINED BENEFIT PENSION PLAN OF LOS ANGELES URBAN LEAGUE HEADSTART STATE PRE-SCHOOL 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$562,456
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$796,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$754,585
Expenses. Certain deemed distributions of participant loans	2013-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$0
Value of total assets at end of year	2013-06-30	$5,394,626
Value of total assets at beginning of year	2013-06-30	$5,628,872
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$42,117
Total interest from all sources	2013-06-30	$9,122
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$312,512
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$0
Other income not declared elsewhere	2013-06-30	$0
Administrative expenses (other) incurred	2013-06-30	$42,117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$-234,246
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$5,394,626
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$5,628,872
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in pooled separate accounts at end of year	2013-06-30	$4,269,674
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$4,716,340
Interest on participant loans	2013-06-30	$0
Interest earned on other investments	2013-06-30	$9,122
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$1,124,952
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$912,532
Expenses. Payments to insurance carriers foe the provision of benefits	2013-06-30	$0
Net investment gain/loss from pooled separate accounts	2013-06-30	$553,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$754,585
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	VASQUEZ & CO. LLP
Accountancy firm EIN	2013-06-30	330700332
2012 : DEFINED BENEFIT PENSION PLAN OF LOS ANGELES URBAN LEAGUE HEADSTART STATE PRE-SCHOOL 2012 401k financial data
Total income from all sources (including contributions)	2012-06-30	$73,466
Total of all expenses incurred	2012-06-30	$1,249,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$1,232,961
Value of total assets at end of year	2012-06-30	$5,628,872
Value of total assets at beginning of year	2012-06-30	$6,804,452
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$16,085
Total interest from all sources	2012-06-30	$26,865
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$312,512
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Administrative expenses (other) incurred	2012-06-30	$16,085
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$-1,175,580
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$5,628,872
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$6,804,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in pooled separate accounts at end of year	2012-06-30	$4,716,340
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$4,969,740
Interest earned on other investments	2012-06-30	$26,865
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$912,532
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$1,834,712
Net investment gain/loss from pooled separate accounts	2012-06-30	$46,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$1,232,961
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	2012-06-30	No
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	VASQUEZ & CO. LLP
Accountancy firm EIN	2012-06-30	330700332
2011 : DEFINED BENEFIT PENSION PLAN OF LOS ANGELES URBAN LEAGUE HEADSTART STATE PRE-SCHOOL 2011 401k financial data
Total income from all sources (including contributions)	2011-06-30	$1,169,897
Total of all expenses incurred	2011-06-30	$1,164,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$1,158,662
Value of total assets at end of year	2011-06-30	$6,804,452
Value of total assets at beginning of year	2011-06-30	$6,799,217
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$6,000
Total interest from all sources	2011-06-30	$32,241
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Administrative expenses professional fees incurred	2011-06-30	$6,000
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$5,235
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$6,804,452
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$6,799,217
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in pooled separate accounts at end of year	2011-06-30	$4,969,740
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$5,117,084
Interest earned on other investments	2011-06-30	$32,241
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$1,834,712
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$1,682,133
Net investment gain/loss from pooled separate accounts	2011-06-30	$1,137,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$1,158,662
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN	2011-06-30	952036255
2010 : DEFINED BENEFIT PENSION PLAN OF LOS ANGELES URBAN LEAGUE HEADSTART STATE PRE-SCHOOL 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for DEFINED BENEFIT PENSION PLAN OF LOS ANGELES URBAN LEAGUE HEADSTART STATE PRE-SCHOOL

2012: DEFINED BENEFIT PENSION PLAN OF LOS ANGELES URBAN LEAGUE HEADSTART STATE PRE-SCHOOL 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2011: DEFINED BENEFIT PENSION PLAN OF LOS ANGELES URBAN LEAGUE HEADSTART STATE PRE-SCHOOL 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan is a collectively bargained plan	Yes
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: DEFINED BENEFIT PENSION PLAN OF LOS ANGELES URBAN LEAGUE HEADSTART STATE PRE-SCHOOL 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Plan is a collectively bargained plan	Yes
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LOS ANGELES URBAN LEAGUE HEADSTART STATE PRE-SCHOOL
Employer identification number (EIN):	952411444
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations