401k Plan data: DELMARVA FOUNDATION 403(B) PLAN plan

DELMARVA FOUNDATION 403(B) PLAN 401k Plan overview

Plan Name	DELMARVA FOUNDATION 403(B) PLAN
Plan identification number	002

DELMARVA FOUNDATION 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DELMARVA FOUNDATION FOR MEDICAL CARE, INC. has sponsored the creation of one or more 401k plans.

Company Name: DELMARVA FOUNDATION FOR MEDICAL CARE, INC.

Employer identification number (EIN): 521000082

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DELMARVA FOUNDATION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-07-01 REBECCA M. COMBS
002 2013-07-01 REBECCA M. COMBS
002 2012-07-01 REBECCA M. COMBS
002 2011-07-01 RONALD FORSYTHE
002 2009-07-01 MALCOLM R HOLLEY MALCOLM R HOLLEY 2011-04-18

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2014-07-01	REBECCA M. COMBS
002	2013-07-01	REBECCA M. COMBS
002	2012-07-01	REBECCA M. COMBS
002	2011-07-01	RONALD FORSYTHE
002	2009-07-01	MALCOLM R HOLLEY	MALCOLM R HOLLEY	2011-04-18

Plan Statistics for DELMARVA FOUNDATION 403(B) PLAN

401k plan membership statisitcs for DELMARVA FOUNDATION 403(B) PLAN

Measure Date Value
2014: DELMARVA FOUNDATION 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 553
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 445
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 100
Total of all active and inactive participants 2014-07-01 545
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 1
Total participants 2014-07-01 546
Number of participants with account balances 2014-07-01 464
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: DELMARVA FOUNDATION 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 522
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 460
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 93
Total of all active and inactive participants 2013-07-01 553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 553
Number of participants with account balances 2013-07-01 449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: DELMARVA FOUNDATION 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 521
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 429
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 87
Total of all active and inactive participants 2012-07-01 516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 516
Number of participants with account balances 2012-07-01 404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: DELMARVA FOUNDATION 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 493
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 461
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 60
Total of all active and inactive participants 2011-07-01 521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 521
Number of participants with account balances 2011-07-01 354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2009: DELMARVA FOUNDATION 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 486
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 393
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 41
Total of all active and inactive participants 2009-07-01 434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 434
Number of participants with account balances 2009-07-01 246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2014: DELMARVA FOUNDATION 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	553
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	445
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	100
Total of all active and inactive participants	2014-07-01	545
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	1
Total participants	2014-07-01	546
Number of participants with account balances	2014-07-01	464
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: DELMARVA FOUNDATION 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	522
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	460
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	93
Total of all active and inactive participants	2013-07-01	553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	553
Number of participants with account balances	2013-07-01	449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: DELMARVA FOUNDATION 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	521
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	429
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	87
Total of all active and inactive participants	2012-07-01	516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	516
Number of participants with account balances	2012-07-01	404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: DELMARVA FOUNDATION 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	493
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	461
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	60
Total of all active and inactive participants	2011-07-01	521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	521
Number of participants with account balances	2011-07-01	354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2009: DELMARVA FOUNDATION 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	486
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	393
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	41
Total of all active and inactive participants	2009-07-01	434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	434
Number of participants with account balances	2009-07-01	246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on DELMARVA FOUNDATION 403(B) PLAN

Measure	Date	Value
2015 : DELMARVA FOUNDATION 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$2,218,739
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$1,622,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$1,615,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$1,923,650
Value of total assets at end of year	2015-06-30	$11,385,155
Value of total assets at beginning of year	2015-06-30	$10,789,375
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$7,523
Total interest from all sources	2015-06-30	$6,119
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$1,825,870
Participant contributions at end of year	2015-06-30	$154,027
Participant contributions at beginning of year	2015-06-30	$129,965
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$97,780
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$595,780
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$11,385,155
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$10,789,375
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$10,745,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$10,116,642
Interest on participant loans	2015-06-30	$6,065
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-06-30	$485,363
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-06-30	$542,768
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-06-30	$542,768
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-06-30	$54
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$288,970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$1,615,436
Contract administrator fees	2015-06-30	$7,523
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	RSM US LLP
Accountancy firm EIN	2015-06-30	420714325
2014 : DELMARVA FOUNDATION 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$6,113
Total income from all sources (including contributions)	2014-06-30	$3,891,578
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$1,518,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$1,514,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$2,232,286
Value of total assets at end of year	2014-06-30	$10,789,375
Value of total assets at beginning of year	2014-06-30	$8,422,901
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$4,591
Total interest from all sources	2014-06-30	$4,677
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$1,681,494
Participant contributions at end of year	2014-06-30	$129,965
Participant contributions at beginning of year	2014-06-30	$106,371
Participant contributions at beginning of year	2014-06-30	$58,702
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$550,792
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-06-30	$184,518
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-06-30	$6,113
Total non interest bearing cash at beginning of year	2014-06-30	$6,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$2,372,587
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$10,789,375
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$8,416,788
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$10,116,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$7,665,210
Interest on participant loans	2014-06-30	$4,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-06-30	$542,768
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-06-30	$401,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-06-30	$401,987
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-06-30	$86
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$1,654,615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$1,514,400
Contract administrator fees	2014-06-30	$4,591
Did the plan have assets held for investment	2014-06-30	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	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	No
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	MCGLADREY LLP
Accountancy firm EIN	2014-06-30	420714325
2013 : DELMARVA FOUNDATION 403(B) 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	$6,113
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$8,430
Total income from all sources (including contributions)	2013-06-30	$2,367,174
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$850,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$828,779
Expenses. Certain deemed distributions of participant loans	2013-06-30	$16,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$1,418,026
Value of total assets at end of year	2013-06-30	$8,422,901
Value of total assets at beginning of year	2013-06-30	$6,908,857
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$5,389
Total interest from all sources	2013-06-30	$2,202
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$228,989
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$228,989
Administrative expenses professional fees incurred	2013-06-30	$5,389
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
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
Contributions received from participants	2013-06-30	$1,346,057
Participant contributions at end of year	2013-06-30	$106,371
Participant contributions at beginning of year	2013-06-30	$34,424
Participant contributions at end of year	2013-06-30	$58,702
Participant contributions at beginning of year	2013-06-30	$51,952
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$71,969
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-06-30	$184,518
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-06-30	$6,113
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-06-30	$8,430
Total non interest bearing cash at end of year	2013-06-30	$6,113
Total non interest bearing cash at beginning of year	2013-06-30	$8,430
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	$1,516,361
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$8,416,788
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$6,900,427
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	$7,665,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$6,253,873
Interest on participant loans	2013-06-30	$2,066
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-06-30	$401,987
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-06-30	$560,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-06-30	$560,178
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-06-30	$136
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$717,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
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	$828,779
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	Disclaimer
Accountancy firm name	2013-06-30	MCGLADREY LLP
Accountancy firm EIN	2013-06-30	420714325
2012 : DELMARVA FOUNDATION 403(B) 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	$8,430
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$5,353
Total income from all sources (including contributions)	2012-06-30	$1,622,005
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$863,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$856,554
Expenses. Certain deemed distributions of participant loans	2012-06-30	$2,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$1,551,632
Value of total assets at end of year	2012-06-30	$6,908,857
Value of total assets at beginning of year	2012-06-30	$6,147,013
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$4,396
Total interest from all sources	2012-06-30	$1,049
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$138,314
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	$138,314
Administrative expenses professional fees incurred	2012-06-30	$4,396
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
Contributions received from participants	2012-06-30	$1,419,441
Participant contributions at end of year	2012-06-30	$34,424
Participant contributions at beginning of year	2012-06-30	$17,043
Participant contributions at end of year	2012-06-30	$51,952
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$132,191
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-06-30	$8,430
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-06-30	$5,353
Total non interest bearing cash at end of year	2012-06-30	$8,430
Total non interest bearing cash at beginning of year	2012-06-30	$5,336
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	$758,767
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$6,900,427
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$6,141,660
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	$6,253,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$5,680,628
Interest on participant loans	2012-06-30	$850
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-06-30	$560,178
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-06-30	$444,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-06-30	$444,006
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-06-30	$199
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-68,990
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$856,554
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	MCGLADREY & PULLEN
Accountancy firm EIN	2012-06-30	420714325
2011 : DELMARVA FOUNDATION 403(B) 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	$5,353
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	$2,353,445
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$600,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$585,655
Expenses. Certain deemed distributions of participant loans	2011-06-30	$12,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$1,438,501
Value of total assets at end of year	2011-06-30	$6,147,013
Value of total assets at beginning of year	2011-06-30	$4,388,660
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$2,205
Total interest from all sources	2011-06-30	$1,747
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$163,814
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$163,814
Administrative expenses professional fees incurred	2011-06-30	$2,205
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
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
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$1,326,511
Participant contributions at end of year	2011-06-30	$17,043
Participant contributions at beginning of year	2011-06-30	$29,071
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$111,990
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-06-30	$5,353
Total non interest bearing cash at end of year	2011-06-30	$5,336
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	$1,753,000
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$6,141,660
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$4,388,660
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	$5,680,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$3,926,938
Interest on participant loans	2011-06-30	$1,392
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$444,006
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-06-30	$432,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-06-30	$432,651
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$355
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$749,383
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$585,655
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	Disclaimer
Accountancy firm name	2011-06-30	MCGLADREY & PULLEN
Accountancy firm EIN	2011-06-30	420714325
2010 : DELMARVA FOUNDATION 403(B) 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 DELMARVA FOUNDATION 403(B) PLAN

2014: DELMARVA FOUNDATION 403(B) PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: DELMARVA FOUNDATION 403(B) PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: DELMARVA FOUNDATION 403(B) 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: DELMARVA FOUNDATION 403(B) 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: DELMARVA FOUNDATION 403(B) 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

Potentially related plans

DELMARVA FOUNDATION COATINGS I 401(K) PROFIT SHARING PLAN & TRUST [EIN = 200484704]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	DELMARVA FOUNDATION FOR MEDICAL CARE, INC.
Employer identification number (EIN):	521000082
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations