EASTER SEALS MIDWEST has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TOUCHPOINT AUTISM SERVICES 401(K) PLAN
Measure | Date | Value |
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2012 : TOUCHPOINT AUTISM SERVICES 401(K) PLAN 2012 401k financial data |
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Total income from all sources (including contributions) | 2012-12-31 | $190,311 |
Total of all expenses incurred | 2012-12-31 | $1,182,244 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,178,179 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $108,657 |
Value of total assets at end of year | 2012-12-31 | $0 |
Value of total assets at beginning of year | 2012-12-31 | $991,933 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $4,065 |
Total interest from all sources | 2012-12-31 | $1,435 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $3,872 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2012-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $3,872 |
Administrative expenses professional fees incurred | 2012-12-31 | $4,065 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $62,092 |
Participant contributions at end of year | 2012-12-31 | $0 |
Participant contributions at beginning of year | 2012-12-31 | $67,712 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $2,087 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $-991,933 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $991,933 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $924,221 |
Interest on participant loans | 2012-12-31 | $1,435 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $76,347 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $44,478 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,178,179 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | MUELLER PROST PC |
Accountancy firm EIN | 2012-12-31 | 431594752 |
Unrealized appreciation/depreciation of real estate assets | 2012-06-30 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-06-30 | $0 |
Total unrealized appreciation/depreciation of assets | 2012-06-30 | $0 |
Total transfer of assets to this plan | 2012-06-30 | $0 |
Total transfer of assets from this plan | 2012-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $2,482 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $2,251 |
Expenses. Interest paid | 2012-06-30 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2012-06-30 | $0 |
Total income from all sources (including contributions) | 2012-06-30 | $283,436 |
Total loss/gain on sale of assets | 2012-06-30 | $0 |
Total of all expenses incurred | 2012-06-30 | $177,463 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $166,744 |
Expenses. Certain deemed distributions of participant loans | 2012-06-30 | $0 |
Value of total corrective distributions | 2012-06-30 | $2,251 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $310,804 |
Value of total assets at end of year | 2012-06-30 | $2,059,627 |
Value of total assets at beginning of year | 2012-06-30 | $1,953,423 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $8,468 |
Total income from rents | 2012-06-30 | $0 |
Total interest from all sources | 2012-06-30 | $5,444 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-06-30 | $23,111 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-06-30 | $23,111 |
Administrative expenses professional fees incurred | 2012-06-30 | $0 |
Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
Value of fidelity bond cover | 2012-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-06-30 | No |
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 |
Amount of non-exempt transactions with any party-in-interest | 2012-06-30 | $0 |
Contributions received from participants | 2012-06-30 | $239,795 |
Participant contributions at end of year | 2012-06-30 | $62,515 |
Participant contributions at beginning of year | 2012-06-30 | $71,165 |
Participant contributions at end of year | 2012-06-30 | $0 |
Participant contributions at beginning of year | 2012-06-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-06-30 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-06-30 | $0 |
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 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-06-30 | $2,482 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-06-30 | $2,251 |
Other income not declared elsewhere | 2012-06-30 | $0 |
Administrative expenses (other) incurred | 2012-06-30 | $0 |
Liabilities. Value of operating payables at beginning of year | 2012-06-30 | $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 | 2012-06-30 | No |
Income. Non cash contributions | 2012-06-30 | $0 |
Value of net income/loss | 2012-06-30 | $105,973 |
Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $2,057,145 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $1,951,172 |
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 |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2012-06-30 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2012-06-30 | $0 |
Investment advisory and management fees | 2012-06-30 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-06-30 | $1,879,716 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-06-30 | $1,768,726 |
Interest on participant loans | 2012-06-30 | $3,049 |
Income. Interest from loans (other than to participants) | 2012-06-30 | $0 |
Interest earned on other investments | 2012-06-30 | $2,395 |
Income. Interest from US Government securities | 2012-06-30 | $0 |
Income. Interest from corporate debt instruments | 2012-06-30 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-06-30 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-06-30 | $117,018 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-06-30 | $113,532 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-06-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-06-30 | $-55,923 |
Net investment gain/loss from pooled separate accounts | 2012-06-30 | $0 |
Net investment gain or loss from common/collective trusts | 2012-06-30 | $0 |
Net gain/loss from 103.12 investment entities | 2012-06-30 | $0 |
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 | Yes |
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 | $71,009 |
Employer contributions (assets) at end of year | 2012-06-30 | $378 |
Employer contributions (assets) at beginning of year | 2012-06-30 | $0 |
Income. Dividends from preferred stock | 2012-06-30 | $0 |
Income. Dividends from common stock | 2012-06-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $166,744 |
Contract administrator fees | 2012-06-30 | $8,468 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-06-30 | $0 |
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 |
Aggregate proceeds on sale of assets | 2012-06-30 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2012-06-30 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2012-06-30 | $0 |
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 | RUBINBROWN |
Accountancy firm EIN | 2012-06-30 | 430765316 |
2011 : TOUCHPOINT AUTISM SERVICES 401(K) PLAN 2011 401k financial data |
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Total income from all sources (including contributions) | 2011-12-31 | $301,029 |
Total of all expenses incurred | 2011-12-31 | $8,410 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $8,154 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $345,027 |
Value of total assets at end of year | 2011-12-31 | $991,933 |
Value of total assets at beginning of year | 2011-12-31 | $699,314 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $256 |
Total interest from all sources | 2011-12-31 | $1,449 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $10,764 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $10,764 |
Administrative expenses professional fees incurred | 2011-12-31 | $256 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | Yes |
Amount of non-exempt transactions with any party-in-interest | 2011-12-31 | $1,293 |
Contributions received from participants | 2011-12-31 | $104,046 |
Participant contributions at end of year | 2011-12-31 | $67,712 |
Participant contributions at beginning of year | 2011-12-31 | $17,482 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $169,637 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $292,619 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $991,933 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $699,314 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $924,221 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $681,832 |
Interest on participant loans | 2011-12-31 | $1,449 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-56,211 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $71,344 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $8,154 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | MUELLER PROST PC |
Accountancy firm EIN | 2011-12-31 | 431594752 |
2010 : TOUCHPOINT AUTISM SERVICES 401(K) PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $248,376 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $200,853 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $199,583 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $158,028 |
Value of total assets at end of year | 2010-12-31 | $699,314 |
Value of total assets at beginning of year | 2010-12-31 | $651,791 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,270 |
Total interest from all sources | 2010-12-31 | $600 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $828 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $828 |
Administrative expenses professional fees incurred | 2010-12-31 | $1,270 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $97,877 |
Participant contributions at end of year | 2010-12-31 | $17,482 |
Participant contributions at beginning of year | 2010-12-31 | $5,949 |
Other income not declared elsewhere | 2010-12-31 | $8,062 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $47,523 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $699,314 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $651,791 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $681,832 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $529,092 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $529,092 |
Interest on participant loans | 2010-12-31 | $600 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $116,750 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,788 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $79,070 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $60,151 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $199,583 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | MUELLER PROST PC |
Accountancy firm EIN | 2010-12-31 | 431594752 |