401k Plan data: TURTLE CREEK VALLEY MENTAL HEALTH MENTAL RETARDATION, INC. PENSION PLAN plan

TURTLE CREEK VALLEY MENTAL HEALTH MENTAL RETARDATION, INC. PENSION PLAN 401k Plan overview

Plan Name	TURTLE CREEK VALLEY MENTAL HEALTH MENTAL RETARDATION, INC. PENSION PLAN
Plan identification number	001

TURTLE CREEK VALLEY MENTAL HEALTH MENTAL RETARDATION, INC. PENSION PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit) 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

TURTLE CREEK VALLEY MENTAL HEALTH MENTAL RETARDATION, INC has sponsored the creation of one or more 401k plans.

Company Name: TURTLE CREEK VALLEY MENTAL HEALTH MENTAL RETARDATION, INC

Employer identification number (EIN): 251250510

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TURTLE CREEK VALLEY MENTAL HEALTH MENTAL RETARDATION, INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2011-07-01 BERNARD KUZMA BERNARD KUZMA 2012-03-27
001 2009-07-01 BERNARD KUZMA FRAN SHEEDY BOST 2011-02-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2011-07-01	BERNARD KUZMA		BERNARD KUZMA	2012-03-27
001	2009-07-01	BERNARD KUZMA		FRAN SHEEDY BOST	2011-02-28

Plan Statistics for TURTLE CREEK VALLEY MENTAL HEALTH MENTAL RETARDATION, INC. PENSION PLAN

401k plan membership statisitcs for TURTLE CREEK VALLEY MENTAL HEALTH MENTAL RETARDATION, INC. PENSION PLAN

Measure Date Value
2011: TURTLE CREEK VALLEY MENTAL HEALTH MENTAL RETARDATION, INC. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 264
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 0
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 0
Total of all active and inactive participants 2011-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 0
Number of participants with account balances 2011-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
Number of employers contributing to the scheme 2011-07-01 0
2009: TURTLE CREEK VALLEY MENTAL HEALTH MENTAL RETARDATION, INC. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 250
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 232
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 59
Total of all active and inactive participants 2009-07-01 291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 291
Number of participants with account balances 2009-07-01 291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 13

Measure	Date	Value
2011: TURTLE CREEK VALLEY MENTAL HEALTH MENTAL RETARDATION, INC. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	264
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	0
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	0
Total of all active and inactive participants	2011-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	0
Number of participants with account balances	2011-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
Number of employers contributing to the scheme	2011-07-01	0
2009: TURTLE CREEK VALLEY MENTAL HEALTH MENTAL RETARDATION, INC. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	250
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	232
Number of retired or separated participants receiving benefits	2009-07-01	0
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	291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	291
Number of participants with account balances	2009-07-01	291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	13

Financial Data on TURTLE CREEK VALLEY MENTAL HEALTH MENTAL RETARDATION, INC. PENSION PLAN

Measure	Date	Value
2011 : TURTLE CREEK VALLEY MENTAL HEALTH MENTAL RETARDATION, INC. PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-08-03	$0
Total transfer of assets from this plan	2011-08-03	$3,731,111
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-08-03	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-08-03	$26,157
Total income from all sources (including contributions)	2011-08-03	$-11,844
Total loss/gain on sale of assets	2011-08-03	$7,072
Total of all expenses incurred	2011-08-03	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-08-03	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-08-03	$0
Value of total assets at end of year	2011-08-03	$0
Value of total assets at beginning of year	2011-08-03	$3,769,112
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-08-03	$0
Total interest from all sources	2011-08-03	$181
Total dividends received (eg from common stock, registered investment company shares)	2011-08-03	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-08-03	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2011-08-03	$0
Was this plan covered by a fidelity bond	2011-08-03	Yes
Value of fidelity bond cover	2011-08-03	$250,000
If this is an individual account plan, was there a blackout period	2011-08-03	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-08-03	$0
Were there any nonexempt tranactions with any party-in-interest	2011-08-03	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-08-03	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-08-03	$512
Total non interest bearing cash at end of year	2011-08-03	$0
Total non interest bearing cash at beginning of year	2011-08-03	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-08-03	No
Value of net income/loss	2011-08-03	$-11,844
Value of net assets at end of year (total assets less liabilities)	2011-08-03	$0
Value of net assets at beginning of year (total assets less liabilities)	2011-08-03	$3,742,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-08-03	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-08-03	No
Were any leases to which the plan was party in default or uncollectible	2011-08-03	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-08-03	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-08-03	$1,125,849
Interest earned on other investments	2011-08-03	$178
Value of interest in common/collective trusts at end of year	2011-08-03	$0
Value of interest in common/collective trusts at beginning of year	2011-08-03	$2,145,340
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-08-03	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-08-03	$456,516
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-08-03	$456,516
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-08-03	$3
Net investment gain or loss from common/collective trusts	2011-08-03	$-19,097
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-08-03	No
Was there a failure to transmit to the plan any participant contributions	2011-08-03	No
Has the plan failed to provide any benefit when due under the plan	2011-08-03	No
Employer contributions (assets) at end of year	2011-08-03	$0
Employer contributions (assets) at beginning of year	2011-08-03	$40,895
Liabilities. Value of benefit claims payable at end of year	2011-08-03	$0
Liabilities. Value of benefit claims payable at beginning of year	2011-08-03	$26,157
Did the plan have assets held for investment	2011-08-03	No
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	2011-08-03	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-08-03	Yes
Aggregate proceeds on sale of assets	2011-08-03	$490,417
Aggregate carrying amount (costs) on sale of assets	2011-08-03	$483,345
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-08-03	Yes
Opinion of an independent qualified public accountant for this plan	2011-08-03	Disclaimer
Accountancy firm name	2011-08-03	MAHER DUESSEL
Accountancy firm EIN	2011-08-03	251622758
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	$26,157
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	$825,017
Total loss/gain on sale of assets	2011-06-30	$78,537
Total of all expenses incurred	2011-06-30	$640,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$624,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$234,720
Value of total assets at end of year	2011-06-30	$3,769,112
Value of total assets at beginning of year	2011-06-30	$3,558,529
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$15,797
Total interest from all sources	2011-06-30	$739
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$29,814
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
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$29,814
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$250,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2011-06-30	$0
Minimum employer required contribution for this plan year	2011-06-30	$234,720
Amount contributed by the employer to the plan for this plan year	2011-06-30	$234,720
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	$512
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-06-30	$800
Total non interest bearing cash at end of year	2011-06-30	$0
Total non interest bearing cash at beginning of year	2011-06-30	$4,251
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	$184,426
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$3,742,955
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$3,558,529
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
Investment advisory and management fees	2011-06-30	$15,797
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$1,125,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$1,168,553
Value of interest in common/collective trusts at end of year	2011-06-30	$2,145,340
Value of interest in common/collective trusts at beginning of year	2011-06-30	$1,805,518
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$456,516
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-06-30	$579,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-06-30	$579,407
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$739
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$142,000
Net investment gain or loss from common/collective trusts	2011-06-30	$339,207
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	$234,720
Employer contributions (assets) at end of year	2011-06-30	$40,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$624,794
Liabilities. Value of benefit claims payable at end of year	2011-06-30	$26,157
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
Aggregate proceeds on sale of assets	2011-06-30	$849,230
Aggregate carrying amount (costs) on sale of assets	2011-06-30	$770,693
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	MAHER DUESSEL
Accountancy firm EIN	2011-06-30	251622758
2010 : TURTLE CREEK VALLEY MENTAL HEALTH MENTAL RETARDATION, INC. 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
Funding deficiency by the employer to the plan for this plan year	2010-06-30	$0
Minimum employer required contribution for this plan year	2010-06-30	$258,305
Amount contributed by the employer to the plan for this plan year	2010-06-30	$258,305

Form 5500 Responses for TURTLE CREEK VALLEY MENTAL HEALTH MENTAL RETARDATION, INC. PENSION PLAN

2011: TURTLE CREEK VALLEY MENTAL HEALTH MENTAL RETARDATION, INC. 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	Yes
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: TURTLE CREEK VALLEY MENTAL HEALTH MENTAL RETARDATION, INC. 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:	TURTLE CREEK VALLEY MENTAL HEALTH MENTAL RETARDATION, INC
Employer identification number (EIN):	251250510
NAIC Classification:	624100
NAIC Description:	Individual and Family Services