401k Plan data: GRACE HILL SETTLEMENT HOUSE PENSION PLAN plan

GRACE HILL SETTLEMENT HOUSE PENSION PLAN 401k Plan overview

Plan Name	GRACE HILL SETTLEMENT HOUSE PENSION PLAN
Plan identification number	001

GRACE HILL SETTLEMENT HOUSE PENSION PLAN 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).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

GRACE HILL SETTLEMENT HOUSE has sponsored the creation of one or more 401k plans.

Company Name: GRACE HILL SETTLEMENT HOUSE

Employer identification number (EIN): 237216273

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GRACE HILL SETTLEMENT HOUSE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2011-07-01 BENJAMIN C. WASHINGTON
001 2009-07-01 JOHN G. FRASER
001 2009-07-01 JOHN FRASER

Plan id#	Filing Submission Date	Name of Administrator
001	2011-07-01	BENJAMIN C. WASHINGTON
001	2009-07-01	JOHN G. FRASER
001	2009-07-01	JOHN FRASER

Plan Statistics for GRACE HILL SETTLEMENT HOUSE PENSION PLAN

401k plan membership statisitcs for GRACE HILL SETTLEMENT HOUSE PENSION PLAN

Measure Date Value
2011: GRACE HILL SETTLEMENT HOUSE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 238
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 51
Number of retired or separated participants receiving benefits 2011-07-01 64
Number of other retired or separated participants entitled to future benefits 2011-07-01 123
Total of all active and inactive participants 2011-07-01 238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2009: GRACE HILL SETTLEMENT HOUSE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 252
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 78
Number of retired or separated participants receiving benefits 2009-07-01 41
Number of other retired or separated participants entitled to future benefits 2009-07-01 108
Total of all active and inactive participants 2009-07-01 227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 8
Total participants 2009-07-01 235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2011: GRACE HILL SETTLEMENT HOUSE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	238
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	51
Number of retired or separated participants receiving benefits	2011-07-01	64
Number of other retired or separated participants entitled to future benefits	2011-07-01	123
Total of all active and inactive participants	2011-07-01	238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2009: GRACE HILL SETTLEMENT HOUSE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	252
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	78
Number of retired or separated participants receiving benefits	2009-07-01	41
Number of other retired or separated participants entitled to future benefits	2009-07-01	108
Total of all active and inactive participants	2009-07-01	227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	8
Total participants	2009-07-01	235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on GRACE HILL SETTLEMENT HOUSE PENSION PLAN

Measure	Date	Value
2012 : GRACE HILL SETTLEMENT HOUSE PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$118,513
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$349,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$332,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$25,891
Value of total assets at end of year	2012-06-30	$3,553,119
Value of total assets at beginning of year	2012-06-30	$3,784,128
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$16,946
Total interest from all sources	2012-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2012-06-30	$0
Administrative expenses professional fees incurred	2012-06-30	$15,646
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$2,000,000
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
Other income not declared elsewhere	2012-06-30	$8,945
Administrative expenses (other) incurred	2012-06-30	$500
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	$-231,009
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$3,553,119
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$3,784,128
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	$3,003,376
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$3,267,699
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$549,743
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$516,429
Net investment gain/loss from pooled separate accounts	2012-06-30	$83,677
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
Contributions received in cash from employer	2012-06-30	$25,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$332,576
Contract administrator fees	2012-06-30	$800
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	MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN	2012-06-30	431947695
2011 : GRACE HILL SETTLEMENT HOUSE PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$750,326
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$349,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$330,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$71,946
Value of total assets at end of year	2011-06-30	$3,784,128
Value of total assets at beginning of year	2011-06-30	$3,383,100
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$19,225
Total interest from all sources	2011-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2011-06-30	$0
Administrative expenses professional fees incurred	2011-06-30	$19,225
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$2,000,000
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Other income not declared elsewhere	2011-06-30	$11,641
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	$401,028
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$3,784,128
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$3,383,100
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	$3,267,699
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$3,013,961
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$516,429
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$369,139
Net investment gain/loss from pooled separate accounts	2011-06-30	$666,739
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
Contributions received in cash from employer	2011-06-30	$71,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$330,073
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	MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN	2011-06-30	431947695
2010 : GRACE HILL SETTLEMENT HOUSE PENSION PLAN 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 GRACE HILL SETTLEMENT HOUSE PENSION PLAN

2011: GRACE HILL SETTLEMENT HOUSE PENSION PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2009: GRACE HILL SETTLEMENT HOUSE PENSION PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	Yes
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes
2009-07-01	Plan benefit arrangement – General assets of the sponsor	Yes

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Company Name:	GRACE HILL SETTLEMENT HOUSE
Employer identification number (EIN):	237216273
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations