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SEARCH FOR CHANGE 401k Plan overview

Plan NameSEARCH FOR CHANGE
Plan identification number 002

SEARCH FOR CHANGE Benefits

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

401k Sponsoring company profile

SEARCH FOR CHANGE, INC. has sponsored the creation of one or more 401k plans.

Company Name:SEARCH FOR CHANGE, INC.
Employer identification number (EIN):132893548
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about SEARCH FOR CHANGE, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1975-11-12
Company Identification Number: 383881
Legal Registered Office Address: 115 EAST STEVENS AVENUE
SUITE 203
VALHALLA
United States of America (USA)
105951200

More information about SEARCH FOR CHANGE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SEARCH FOR CHANGE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022013-01-01
0022012-01-01THOMAS WATSON
0022011-01-01THOMAS WATSON
0022009-01-01THOMAS WATSON TRICIA HOLLISTER-DOYLE2010-10-12

Financial Data on SEARCH FOR CHANGE

Measure Date Value
2012 : SEARCH FOR CHANGE 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$178,058
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$842,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$842,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$117,538
Value of total assets at end of year2012-12-31$218,930
Value of total assets at beginning of year2012-12-31$883,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$9,850
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 year2012-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$200,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$88,558
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$28,980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-664,129
Value of net assets at end of year (total assets less liabilities)2012-12-31$218,930
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$883,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$132,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$520,235
Value of interest in pooled separate accounts at end of year2012-12-31$5,598
Value of interest in pooled separate accounts at beginning of year2012-12-31$62,076
Interest earned on other investments2012-12-31$9,850
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$81,256
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$300,748
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$44,747
Net investment gain/loss from pooled separate accounts2012-12-31$5,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$842,187
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31O'CONNOR DAVIES, LLP
Accountancy firm EIN2012-12-31271728945
2011 : SEARCH FOR CHANGE 2011 401k financial data
Total income from all sources2011-12-31$123,721
Expenses. Total of all expenses incurred2011-12-31$4,774
Benefits paid (including direct rollovers)2011-12-31$4,774
Total plan assets at end of year2011-12-31$883,059
Total plan assets at beginning of year2011-12-31$764,112
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$95,963
Contributions received from other sources (not participants or employers)2011-12-31$689
Other income received2011-12-31$27,069
Net income (gross income less expenses)2011-12-31$118,947
Net plan assets at end of year (total assets less liabilities)2011-12-31$883,059
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$764,112
Assets. Value of participant loans2011-12-31$27,454
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : SEARCH FOR CHANGE 2010 401k financial data
Total income from all sources2010-12-31$143,092
Expenses. Total of all expenses incurred2010-12-31$32,982
Benefits paid (including direct rollovers)2010-12-31$32,982
Total plan assets at end of year2010-12-31$764,112
Total plan assets at beginning of year2010-12-31$654,002
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$97,842
Other income received2010-12-31$45,250
Net income (gross income less expenses)2010-12-31$110,110
Net plan assets at end of year (total assets less liabilities)2010-12-31$764,112
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$654,002
Assets. Value of participant loans2010-12-31$41,337
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : SEARCH FOR CHANGE 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SEARCH FOR CHANGE

2012: SEARCH FOR CHANGE 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: SEARCH FOR CHANGE 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: SEARCH FOR CHANGE 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number347187
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number347187
Policy instance 1

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