401k Plan data: EPISCOPAL MINISTRIES TO THE AGING, INC. EE PENSION PLAN plan

EPISCOPAL MINISTRIES TO THE AGING, INC. EE PENSION PLAN 401k Plan overview

Plan Name	EPISCOPAL MINISTRIES TO THE AGING, INC. EE PENSION PLAN
Plan identification number	001

EPISCOPAL MINISTRIES TO THE AGING, INC. EE PENSION PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit) 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. Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EPISCOPAL MINISTRIES TO THE AGING, INC. has sponsored the creation of one or more 401k plans.

Company Name: EPISCOPAL MINISTRIES TO THE AGING, INC.

Employer identification number (EIN): 521710891

NAIC Classification: 623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EPISCOPAL MINISTRIES TO THE AGING, INC. EE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 KATHY HARDESTY BILL FISHER 2013-12-11
001 2012-01-01 KATHY HARDESTY BILL FISHER 2013-07-25
001 2011-01-01 KATHY HARDESTY BILL FISHER 2012-10-22
001 2010-01-01 KATHY HARDESTY BILL FISHER 2011-07-27
001 2009-01-01 KATHY HARDESTY BILL FISHER 2010-07-28
001 2009-01-01 KATHY HARDESTY

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	KATHY HARDESTY	BILL FISHER	2013-12-11
001	2012-01-01	KATHY HARDESTY	BILL FISHER	2013-07-25
001	2011-01-01	KATHY HARDESTY	BILL FISHER	2012-10-22
001	2010-01-01	KATHY HARDESTY	BILL FISHER	2011-07-27
001	2009-01-01	KATHY HARDESTY	BILL FISHER	2010-07-28
001	2009-01-01	KATHY HARDESTY

Plan Statistics for EPISCOPAL MINISTRIES TO THE AGING, INC. EE PENSION PLAN

401k plan membership statisitcs for EPISCOPAL MINISTRIES TO THE AGING, INC. EE PENSION PLAN

Measure Date Value
2013: EPISCOPAL MINISTRIES TO THE AGING, INC. EE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 710
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: EPISCOPAL MINISTRIES TO THE AGING, INC. EE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 769
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 586
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 117
Total of all active and inactive participants 2012-01-01 703
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 703
Number of participants with account balances 2012-01-01 575
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 88
2011: EPISCOPAL MINISTRIES TO THE AGING, INC. EE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 593
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 647
Number of other retired or separated participants entitled to future benefits 2011-01-01 117
Total of all active and inactive participants 2011-01-01 764
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 764
Number of participants with account balances 2011-01-01 655
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 10
2010: EPISCOPAL MINISTRIES TO THE AGING, INC. EE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 681
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 475
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 113
Total of all active and inactive participants 2010-01-01 588
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 588
Number of participants with account balances 2010-01-01 565
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 33
2009: EPISCOPAL MINISTRIES TO THE AGING, INC. EE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 718
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 474
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 132
Total of all active and inactive participants 2009-01-01 606
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 606
Number of participants with account balances 2009-01-01 606
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 42
Number of employers contributing to the scheme 2009-01-01 0

Measure	Date	Value
2013: EPISCOPAL MINISTRIES TO THE AGING, INC. EE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	710
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: EPISCOPAL MINISTRIES TO THE AGING, INC. EE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	769
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	586
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	117
Total of all active and inactive participants	2012-01-01	703
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	703
Number of participants with account balances	2012-01-01	575
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	88
2011: EPISCOPAL MINISTRIES TO THE AGING, INC. EE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	593
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	647
Number of other retired or separated participants entitled to future benefits	2011-01-01	117
Total of all active and inactive participants	2011-01-01	764
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	764
Number of participants with account balances	2011-01-01	655
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	10
2010: EPISCOPAL MINISTRIES TO THE AGING, INC. EE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	681
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	475
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	113
Total of all active and inactive participants	2010-01-01	588
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	588
Number of participants with account balances	2010-01-01	565
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	33
2009: EPISCOPAL MINISTRIES TO THE AGING, INC. EE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	718
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	474
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	132
Total of all active and inactive participants	2009-01-01	606
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	606
Number of participants with account balances	2009-01-01	606
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	42
Number of employers contributing to the scheme	2009-01-01	0

Financial Data on EPISCOPAL MINISTRIES TO THE AGING, INC. EE PENSION PLAN

Measure	Date	Value
2013 : EPISCOPAL MINISTRIES TO THE AGING, INC. EE PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-03-31	$0
Total transfer of assets from this plan	2013-03-31	$8,520,904
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-03-31	$0
Total income from all sources (including contributions)	2013-03-31	$360,732
Total loss/gain on sale of assets	2013-03-31	$0
Total of all expenses incurred	2013-03-31	$251,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-03-31	$251,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-03-31	$0
Value of total assets at end of year	2013-03-31	$0
Value of total assets at beginning of year	2013-03-31	$8,411,222
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-03-31	$0
Total interest from all sources	2013-03-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-03-31	$20,191
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-03-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2013-03-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2013-03-31	$20,191
Administrative expenses professional fees incurred	2013-03-31	$0
Was this plan covered by a fidelity bond	2013-03-31	Yes
Value of fidelity bond cover	2013-03-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-03-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-03-31	$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	2013-03-31	No
Value of net income/loss	2013-03-31	$109,682
Value of net assets at end of year (total assets less liabilities)	2013-03-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2013-03-31	$8,411,222
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-03-31	No
Were any leases to which the plan was party in default or uncollectible	2013-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-03-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-03-31	$4,783,853
Interest on participant loans	2013-03-31	$0
Value of interest in common/collective trusts at end of year	2013-03-31	$0
Value of interest in common/collective trusts at beginning of year	2013-03-31	$3,243,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-03-31	$332,306
Net investment gain or loss from common/collective trusts	2013-03-31	$8,235
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-03-31	No
Was there a failure to transmit to the plan any participant contributions	2013-03-31	No
Has the plan failed to provide any benefit when due under the plan	2013-03-31	No
Employer contributions (assets) at beginning of year	2013-03-31	$383,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-03-31	$251,050
Did the plan have assets held for investment	2013-03-31	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	2013-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-03-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-03-31	Disclaimer
Accountancy firm name	2013-03-31	PARENTE BEARD LLC
Accountancy firm EIN	2013-03-31	232932984
2012 : EPISCOPAL MINISTRIES TO THE AGING, INC. EE PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,089,005
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,194,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,194,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$383,653
Value of total assets at end of year	2012-12-31	$8,411,222
Value of total assets at beginning of year	2012-12-31	$8,516,661
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$150,427
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$150,427
Administrative expenses professional fees incurred	2012-12-31	$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$19,246
Other income not declared elsewhere	2012-12-31	$4
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	$-105,439
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$8,411,222
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$8,516,661
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	$4,783,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$4,580,970
Interest on participant loans	2012-12-31	$0
Value of interest in common/collective trusts at end of year	2012-12-31	$3,243,716
Value of interest in common/collective trusts at beginning of year	2012-12-31	$3,489,082
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$505,897
Net investment gain or loss from common/collective trusts	2012-12-31	$49,024
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	$383,653
Employer contributions (assets) at end of year	2012-12-31	$383,653
Employer contributions (assets) at beginning of year	2012-12-31	$427,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,194,444
Did the plan have assets held for investment	2012-12-31	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	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	No
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	PARENTE BEARD LLC
Accountancy firm EIN	2012-12-31	232932984
2011 : EPISCOPAL MINISTRIES TO THE AGING, INC. EE PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$455,981
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$700,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$699,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$488,409
Value of total assets at end of year	2011-12-31	$8,516,661
Value of total assets at beginning of year	2011-12-31	$8,760,718
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$45
Total interest from all sources	2011-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$110,663
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	$110,663
Administrative expenses professional fees incurred	2011-12-31	$45
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	No
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$61,046
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$19,246
Other income not declared elsewhere	2011-12-31	$1,694
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	$-244,057
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$8,516,661
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$8,760,718
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	$4,580,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$4,927,917
Value of interest in common/collective trusts at end of year	2011-12-31	$3,489,082
Value of interest in common/collective trusts at beginning of year	2011-12-31	$3,460,861
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-226,300
Net investment gain or loss from common/collective trusts	2011-12-31	$81,515
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	$427,363
Employer contributions (assets) at end of year	2011-12-31	$427,363
Employer contributions (assets) at beginning of year	2011-12-31	$371,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$699,993
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	PARENTE BEARD LLC
Accountancy firm EIN	2011-12-31	232932984
2010 : EPISCOPAL MINISTRIES TO THE AGING, INC. EE PENSION PLAN 2010 401k financial data
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	$1,064,323
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,852,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,852,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$371,940
Value of total assets at end of year	2010-12-31	$8,760,718
Value of total assets at beginning of year	2010-12-31	$9,548,726
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$168,572
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$168,572
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$473,940
Amount contributed by the employer to the plan for this plan year	2010-12-31	$473,940
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Other income not declared elsewhere	2010-12-31	$61
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	$-788,008
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$8,760,718
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$9,548,726
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	$4,927,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$5,031,954
Value of interest in common/collective trusts at end of year	2010-12-31	$3,460,861
Value of interest in common/collective trusts at beginning of year	2010-12-31	$4,161,774
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$424,291
Net investment gain or loss from common/collective trusts	2010-12-31	$99,459
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	$371,940
Employer contributions (assets) at end of year	2010-12-31	$371,940
Employer contributions (assets) at beginning of year	2010-12-31	$354,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,852,331
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	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	PARENTEBEARD LLC
Accountancy firm EIN	2010-12-31	232932984
2009 : EPISCOPAL MINISTRIES TO THE AGING, INC. EE PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$354,998
Amount contributed by the employer to the plan for this plan year	2009-12-31	$354,998

Form 5500 Responses for EPISCOPAL MINISTRIES TO THE AGING, INC. EE PENSION PLAN

2013: EPISCOPAL MINISTRIES TO THE AGING, INC. EE PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: EPISCOPAL MINISTRIES TO THE AGING, INC. EE PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: EPISCOPAL MINISTRIES TO THE AGING, INC. EE PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: EPISCOPAL MINISTRIES TO THE AGING, INC. EE PENSION PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: EPISCOPAL MINISTRIES TO THE AGING, INC. EE PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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:	EPISCOPAL MINISTRIES TO THE AGING, INC.
Employer identification number (EIN):	521710891
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities