401k Plan data: AIDS ROCHESTER, INC. DC PLAN plan

AIDS ROCHESTER, INC. DC PLAN 401k Plan overview

Plan Name	AIDS ROCHESTER, INC. DC PLAN
Plan identification number	001

AIDS ROCHESTER, INC. DC 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.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

AIDS ROCHESTER, INC. has sponsored the creation of one or more 401k plans.

Company Name: AIDS ROCHESTER, INC.

Employer identification number (EIN): 222519582

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AIDS ROCHESTER, INC. DC PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2005-07-01 MARGARET RUSSELL
001 2004-07-01 MARGARET RUSSELL
001 2003-07-01 MARGARET RUSSELL

Plan id#	Filing Submission Date	Name of Administrator
001	2005-07-01	MARGARET RUSSELL
001	2004-07-01	MARGARET RUSSELL
001	2003-07-01	MARGARET RUSSELL

Plan Statistics for AIDS ROCHESTER, INC. DC PLAN

401k plan membership statisitcs for AIDS ROCHESTER, INC. DC PLAN

Measure Date Value
2005: AIDS ROCHESTER, INC. DC PLAN 2005 401k membership
Total participants, beginning-of-year 2005-07-01 66
Total number of active participants reported on line 7a of the Form 5500 2005-07-01 56
Number of other retired or separated participants entitled to future benefits 2005-07-01 2
Total of all active and inactive participants 2005-07-01 58
Total participants 2005-07-01 58
Number of participants with account balances 2005-07-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2005-07-01 7
2004: AIDS ROCHESTER, INC. DC PLAN 2004 401k membership
Total participants, beginning-of-year 2004-07-01 62
Total number of active participants reported on line 7a of the Form 5500 2004-07-01 65
Number of other retired or separated participants entitled to future benefits 2004-07-01 3
Total of all active and inactive participants 2004-07-01 68
Total participants 2004-07-01 68
Number of participants with account balances 2004-07-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2004-07-01 12
2003: AIDS ROCHESTER, INC. DC PLAN 2003 401k membership
Total participants, beginning-of-year 2003-07-01 72
Total number of active participants reported on line 7a of the Form 5500 2003-07-01 57
Number of other retired or separated participants entitled to future benefits 2003-07-01 6
Total of all active and inactive participants 2003-07-01 63
Total participants 2003-07-01 63
Number of participants with account balances 2003-07-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2003-07-01 6

Measure	Date	Value
2005: AIDS ROCHESTER, INC. DC PLAN 2005 401k membership
Total participants, beginning-of-year	2005-07-01	66
Total number of active participants reported on line 7a of the Form 5500	2005-07-01	56
Number of other retired or separated participants entitled to future benefits	2005-07-01	2
Total of all active and inactive participants	2005-07-01	58
Total participants	2005-07-01	58
Number of participants with account balances	2005-07-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2005-07-01	7
2004: AIDS ROCHESTER, INC. DC PLAN 2004 401k membership
Total participants, beginning-of-year	2004-07-01	62
Total number of active participants reported on line 7a of the Form 5500	2004-07-01	65
Number of other retired or separated participants entitled to future benefits	2004-07-01	3
Total of all active and inactive participants	2004-07-01	68
Total participants	2004-07-01	68
Number of participants with account balances	2004-07-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2004-07-01	12
2003: AIDS ROCHESTER, INC. DC PLAN 2003 401k membership
Total participants, beginning-of-year	2003-07-01	72
Total number of active participants reported on line 7a of the Form 5500	2003-07-01	57
Number of other retired or separated participants entitled to future benefits	2003-07-01	6
Total of all active and inactive participants	2003-07-01	63
Total participants	2003-07-01	63
Number of participants with account balances	2003-07-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2003-07-01	6

Financial Data on AIDS ROCHESTER, INC. DC PLAN

Measure	Date	Value
2009 : AIDS ROCHESTER, INC. DC PLAN 2009 401k financial data
Total income from all sources	2009-06-30	$-83,120
Expenses. Total of all expenses incurred	2009-06-30	$81,565
Benefits paid (including direct rollovers)	2009-06-30	$81,050
Total plan assets at end of year	2009-06-30	$454,252
Total plan assets at beginning of year	2009-06-30	$618,937
Value of fidelity bond covering the plan	2009-06-30	$30,000
Total contributions received or receivable from participants	2009-06-30	$50,692
Expenses. Other expenses not covered elsewhere	2009-06-30	$515
Other income received	2009-06-30	$-159,177
Net income (gross income less expenses)	2009-06-30	$-164,685
Net plan assets at end of year (total assets less liabilities)	2009-06-30	$454,252
Net plan assets at beginning of year (total assets less liabilities)	2009-06-30	$618,937
Assets. Value of participant loans	2009-06-30	$13,354
Total contributions received or receivable from employer(s)	2009-06-30	$25,365
2008 : AIDS ROCHESTER, INC. DC PLAN 2008 401k financial data
Total income from all sources	2008-06-30	$-14,375
Expenses. Total of all expenses incurred	2008-06-30	$16,223
Benefits paid (including direct rollovers)	2008-06-30	$14,367
Total plan assets at end of year	2008-06-30	$618,937
Total plan assets at beginning of year	2008-06-30	$649,535
Value of fidelity bond covering the plan	2008-06-30	$30,000
Total contributions received or receivable from participants	2008-06-30	$48,070
Expenses. Other expenses not covered elsewhere	2008-06-30	$1,856
Contributions received from other sources (not participants or employers)	2008-06-30	$1,124
Other income received	2008-06-30	$-63,569
Net income (gross income less expenses)	2008-06-30	$-30,598
Net plan assets at end of year (total assets less liabilities)	2008-06-30	$618,937
Net plan assets at beginning of year (total assets less liabilities)	2008-06-30	$649,535
Assets. Value of participant loans	2008-06-30	$17,478
2007 : AIDS ROCHESTER, INC. DC PLAN 2007 401k financial data
Total income from all sources	2007-06-30	$139,069
Expenses. Total of all expenses incurred	2007-06-30	$14,429
Benefits paid (including direct rollovers)	2007-06-30	$12,679
Total plan assets at end of year	2007-06-30	$649,535
Total plan assets at beginning of year	2007-06-30	$524,895
Value of fidelity bond covering the plan	2007-06-30	$30,000
Total contributions received or receivable from participants	2007-06-30	$28,648
Expenses. Other expenses not covered elsewhere	2007-06-30	$1,750
Other income received	2007-06-30	$93,851
Net income (gross income less expenses)	2007-06-30	$124,640
Net plan assets at end of year (total assets less liabilities)	2007-06-30	$649,535
Net plan assets at beginning of year (total assets less liabilities)	2007-06-30	$524,895
Assets. Value of participant loans	2007-06-30	$19,307
Total contributions received or receivable from employer(s)	2007-06-30	$16,570
2006 : AIDS ROCHESTER, INC. DC PLAN 2006 401k financial data
Total income from all sources	2006-06-30	$101,206
Expenses. Total of all expenses incurred	2006-06-30	$29,270
Benefits paid (including direct rollovers)	2006-06-30	$28,898
Total plan assets at end of year	2006-06-30	$524,895
Total plan assets at beginning of year	2006-06-30	$452,959
Value of fidelity bond covering the plan	2006-06-30	$30,000
Total contributions received or receivable from participants	2006-06-30	$25,626
Expenses. Other expenses not covered elsewhere	2006-06-30	$372
Other income received	2006-06-30	$53,791
Net income (gross income less expenses)	2006-06-30	$71,936
Net plan assets at end of year (total assets less liabilities)	2006-06-30	$524,895
Net plan assets at beginning of year (total assets less liabilities)	2006-06-30	$452,959
Assets. Value of participant loans	2006-06-30	$13,902
Total contributions received or receivable from employer(s)	2006-06-30	$21,789
2005 : AIDS ROCHESTER, INC. DC PLAN 2005 401k financial data
Total income from all sources	2005-06-30	$68,337
Expenses. Total of all expenses incurred	2005-06-30	$15,037
Benefits paid (including direct rollovers)	2005-06-30	$12,194
Total plan assets at end of year	2005-06-30	$452,959
Total plan assets at beginning of year	2005-06-30	$399,659
Value of fidelity bond covering the plan	2005-06-30	$30,000
Total contributions received or receivable from participants	2005-06-30	$20,459
Expenses. Other expenses not covered elsewhere	2005-06-30	$2,843
Contributions received from other sources (not participants or employers)	2005-06-30	$199
Other income received	2005-06-30	$44,948
Net income (gross income less expenses)	2005-06-30	$53,300
Net plan assets at end of year (total assets less liabilities)	2005-06-30	$452,959
Net plan assets at beginning of year (total assets less liabilities)	2005-06-30	$399,659
Assets. Value of participant loans	2005-06-30	$17,816
Total contributions received or receivable from employer(s)	2005-06-30	$2,731
2004 : AIDS ROCHESTER, INC. DC PLAN 2004 401k financial data
Total income from all sources	2004-06-30	$92,740
Expenses. Total of all expenses incurred	2004-06-30	$36,373
Benefits paid (including direct rollovers)	2004-06-30	$32,735
Total plan assets at end of year	2004-06-30	$399,659
Total plan assets at beginning of year	2004-06-30	$343,292
Value of fidelity bond covering the plan	2004-06-30	$30,000
Total contributions received or receivable from participants	2004-06-30	$24,758
Expenses. Other expenses not covered elsewhere	2004-06-30	$3,638
Other income received	2004-06-30	$61,405
Net income (gross income less expenses)	2004-06-30	$56,367
Net plan assets at end of year (total assets less liabilities)	2004-06-30	$399,659
Net plan assets at beginning of year (total assets less liabilities)	2004-06-30	$343,292
Assets. Value of participant loans	2004-06-30	$3,699
Total contributions received or receivable from employer(s)	2004-06-30	$6,577
2003 : AIDS ROCHESTER, INC. DC PLAN 2003 401k financial data
Total income from all sources	2003-06-30	$7,877
Expenses. Total of all expenses incurred	2003-06-30	$9,479
Benefits paid (including direct rollovers)	2003-06-30	$5,980
Total plan assets at end of year	2003-06-30	$343,292
Total plan assets at beginning of year	2003-06-30	$344,894
Value of fidelity bond covering the plan	2003-06-30	$30,000
Expenses. Other expenses not covered elsewhere	2003-06-30	$3,499
Other income received	2003-06-30	$-347
Net income (gross income less expenses)	2003-06-30	$-1,602
Net plan assets at end of year (total assets less liabilities)	2003-06-30	$343,292
Net plan assets at beginning of year (total assets less liabilities)	2003-06-30	$344,894
Assets. Value of participant loans	2003-06-30	$12,286
Total contributions received or receivable from employer(s)	2003-06-30	$8,224

Form 5500 Responses for AIDS ROCHESTER, INC. DC PLAN

2005: AIDS ROCHESTER, INC. DC PLAN 2005 form 5500 responses
2005-07-01	Type of plan entity	Single employer plan
2005-07-01	Submission has been amended	No
2005-07-01	This submission is the final filing	No
2005-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2005-07-01	Plan is a collectively bargained plan	No
2005-07-01	Plan funding arrangement – Insurance	Yes
2005-07-01	Plan funding arrangement – Trust	Yes
2005-07-01	Plan benefit arrangement – Insurance	Yes
2005-07-01	Plan benefit arrangement - Trust	Yes
2004: AIDS ROCHESTER, INC. DC PLAN 2004 form 5500 responses
2004-07-01	Type of plan entity	Single employer plan
2004-07-01	Submission has been amended	No
2004-07-01	This submission is the final filing	No
2004-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2004-07-01	Plan is a collectively bargained plan	No
2004-07-01	Plan funding arrangement – Insurance	Yes
2004-07-01	Plan funding arrangement – Trust	Yes
2004-07-01	Plan benefit arrangement – Insurance	Yes
2004-07-01	Plan benefit arrangement - Trust	Yes
2003: AIDS ROCHESTER, INC. DC PLAN 2003 form 5500 responses
2003-07-01	Type of plan entity	Single employer plan
2003-07-01	Submission has been amended	No
2003-07-01	This submission is the final filing	No
2003-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2003-07-01	Plan is a collectively bargained plan	No
2003-07-01	Plan funding arrangement – Insurance	Yes
2003-07-01	Plan funding arrangement – Trust	Yes
2003-07-01	Plan benefit arrangement – Insurance	Yes
2003-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	AIDS ROCHESTER, INC.
Employer identification number (EIN):	222519582
NAIC Classification:	624100
NAIC Description:	Individual and Family Services