401k Plan data: LIFE'SWORK OF WESTERN PA DEFINED BENEFIT PENSION PLAN plan

LIFE'SWORK OF WESTERN PA DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	LIFE'SWORK OF WESTERN PA DEFINED BENEFIT PENSION PLAN
Plan identification number	002

LIFE'SWORK OF WESTERN PA DEFINED BENEFIT 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).

401k Sponsoring company profile

LIFESWORK OF WESTERN PA has sponsored the creation of one or more 401k plans.

Company Name: LIFESWORK OF WESTERN PA

Employer identification number (EIN): 250969438

NAIC Classification: 624310
NAIC Description: Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIFE'SWORK OF WESTERN PA DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2012-07-01 EVERETT MCELVEEN
002 2011-07-01 EVERETT MCELVEEN
002 2009-07-01 EVERETT MCELVEEN

Plan id#	Filing Submission Date	Name of Administrator
002	2012-07-01	EVERETT MCELVEEN
002	2011-07-01	EVERETT MCELVEEN
002	2009-07-01	EVERETT MCELVEEN

Plan Statistics for LIFE'SWORK OF WESTERN PA DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for LIFE'SWORK OF WESTERN PA DEFINED BENEFIT PENSION PLAN

Measure Date Value
2012: LIFE'SWORK OF WESTERN PA DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 108
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 24
Number of retired or separated participants receiving benefits 2012-07-01 17
Number of other retired or separated participants entitled to future benefits 2012-07-01 63
Total of all active and inactive participants 2012-07-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 1
2011: LIFE'SWORK OF WESTERN PA DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 116
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 29
Number of retired or separated participants receiving benefits 2011-07-01 15
Number of other retired or separated participants entitled to future benefits 2011-07-01 64
Total of all active and inactive participants 2011-07-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 7
2009: LIFE'SWORK OF WESTERN PA DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 114
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 52
Number of retired or separated participants receiving benefits 2009-07-01 8
Number of other retired or separated participants entitled to future benefits 2009-07-01 59
Total of all active and inactive participants 2009-07-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 1
Total participants 2009-07-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 2

Measure	Date	Value
2012: LIFE'SWORK OF WESTERN PA DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	108
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	24
Number of retired or separated participants receiving benefits	2012-07-01	17
Number of other retired or separated participants entitled to future benefits	2012-07-01	63
Total of all active and inactive participants	2012-07-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	1
2011: LIFE'SWORK OF WESTERN PA DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	116
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	29
Number of retired or separated participants receiving benefits	2011-07-01	15
Number of other retired or separated participants entitled to future benefits	2011-07-01	64
Total of all active and inactive participants	2011-07-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	7
2009: LIFE'SWORK OF WESTERN PA DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	114
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	52
Number of retired or separated participants receiving benefits	2009-07-01	8
Number of other retired or separated participants entitled to future benefits	2009-07-01	59
Total of all active and inactive participants	2009-07-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	1
Total participants	2009-07-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	2

Financial Data on LIFE'SWORK OF WESTERN PA DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2013 : LIFE'SWORK OF WESTERN PA DEFINED BENEFIT PENSION PLAN 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	$11,085
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	$28,377
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$117,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$91,598
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	$2,017,685
Value of total assets at beginning of year	2013-06-30	$2,095,394
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$25,573
Total interest from all sources	2013-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$34,621
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2013-06-30	$0
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$34,621
Administrative expenses professional fees incurred	2013-06-30	$25,573
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$350,000
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
Liabilities. Value of operating payables at end of year	2013-06-30	$11,085
Liabilities. Value of operating payables at beginning of year	2013-06-30	$0
Total non interest bearing cash at end of year	2013-06-30	$11,818
Total non interest bearing cash at beginning of year	2013-06-30	$722
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	$-88,794
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$2,006,600
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$2,095,394
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 registered invesment companies (eg mutual funds) at end of year	2013-06-30	$2,005,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$2,094,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$-6,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$91,598
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	No
Opinion of an independent qualified public accountant for this plan	2013-06-30	Unqualified
Accountancy firm name	2013-06-30	MAHER DUESSEL
Accountancy firm EIN	2013-06-30	251622758
2012 : LIFE'SWORK OF WESTERN PA DEFINED BENEFIT 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	$-220,896
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$227,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$193,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$0
Value of total assets at end of year	2012-06-30	$2,095,394
Value of total assets at beginning of year	2012-06-30	$2,543,590
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$34,159
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	$20,125
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$350,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-06-30	$1,289
Administrative expenses (other) incurred	2012-06-30	$14,034
Total non interest bearing cash at end of year	2012-06-30	$722
Total non interest bearing cash at beginning of year	2012-06-30	$971
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	$-448,196
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$2,095,394
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$2,543,590
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 registered invesment companies (eg mutual funds) at end of year	2012-06-30	$2,094,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$2,391,816
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-220,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	Yes
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
Employer contributions (assets) at end of year	2012-06-30	$0
Employer contributions (assets) at beginning of year	2012-06-30	$149,514
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$193,141
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	No
Opinion of an independent qualified public accountant for this plan	2012-06-30	Unqualified
Accountancy firm name	2012-06-30	MAHER DUESSEL
Accountancy firm EIN	2012-06-30	251622758
2011 : LIFE'SWORK OF WESTERN PA DEFINED BENEFIT 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	$706,340
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$169,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$145,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$227,179
Value of total assets at end of year	2011-06-30	$2,543,590
Value of total assets at beginning of year	2011-06-30	$2,006,891
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$24,505
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	No
Administrative expenses professional fees incurred	2011-06-30	$11,350
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$350,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-06-30	$1,289
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-06-30	$1,289
Administrative expenses (other) incurred	2011-06-30	$13,155
Total non interest bearing cash at end of year	2011-06-30	$971
Total non interest bearing cash at beginning of year	2011-06-30	$1,823
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	$536,699
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$2,543,590
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$2,006,891
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 registered invesment companies (eg mutual funds) at end of year	2011-06-30	$2,391,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$1,964,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$479,161
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	$227,179
Employer contributions (assets) at end of year	2011-06-30	$149,514
Employer contributions (assets) at beginning of year	2011-06-30	$39,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$145,136
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	No
Opinion of an independent qualified public accountant for this plan	2011-06-30	Unqualified
Accountancy firm name	2011-06-30	MAHER DUESSEL
Accountancy firm EIN	2011-06-30	251622758
2010 : LIFE'SWORK OF WESTERN PA DEFINED BENEFIT 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 LIFE'SWORK OF WESTERN PA DEFINED BENEFIT PENSION PLAN

2012: LIFE'SWORK OF WESTERN PA DEFINED BENEFIT PENSION PLAN 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 – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: LIFE'SWORK OF WESTERN PA DEFINED BENEFIT 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 – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: LIFE'SWORK OF WESTERN PA DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
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 – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LIFESWORK OF WESTERN PA
Employer identification number (EIN):	250969438
NAIC Classification:	624310
NAIC Description:	Vocational Rehabilitation Services