401k Plan data: JCCEO 403(B) PLAN plan

JCCEO 403(B) PLAN 401k Plan overview

Plan Name	JCCEO 403(B) PLAN
Plan identification number	001

JCCEO 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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.

401k Sponsoring company profile

JEFFERSON COUNTY COMMITTEE FOR ECONOMIC OPPORTUNITY has sponsored the creation of one or more 401k plans.

Company Name: JEFFERSON COUNTY COMMITTEE FOR ECONOMIC OPPORTUNITY

Employer identification number (EIN): 630505899

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 MARQUITA DAVIS 2016-09-15
001 2015-01-01 MARQUITA DAVIS 2016-09-08
001 2014-01-01 MARQUITA DAVIS 2015-10-15
001 2013-01-01 MARQUITA DAVIS
001 2012-01-01 JAMES PEARSON
001 2011-01-01 CYNTHIA THOMPSON
001 2010-01-01 CYNTHIA THOMPSON
001 2009-01-01 CYNTHIA THOMPSON
001 2009-01-01 CYNTHIA THOMPSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2016-01-01	MARQUITA DAVIS	2016-09-15
001	2015-01-01	MARQUITA DAVIS	2016-09-08
001	2014-01-01	MARQUITA DAVIS	2015-10-15
001	2013-01-01	MARQUITA DAVIS
001	2012-01-01	JAMES PEARSON
001	2011-01-01	CYNTHIA THOMPSON
001	2010-01-01	CYNTHIA THOMPSON
001	2009-01-01	CYNTHIA THOMPSON
001	2009-01-01	CYNTHIA THOMPSON

Plan Statistics for JCCEO 403(B) PLAN

401k plan membership statisitcs for JCCEO 403(B) PLAN

Measure Date Value
2013: JCCEO 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 516
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 419
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 37
Total of all active and inactive participants 2013-01-01 456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 456
Number of participants with account balances 2013-01-01 276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 18
2012: JCCEO 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 516
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 465
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 33
Total of all active and inactive participants 2012-01-01 498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 498
Number of participants with account balances 2012-01-01 301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 16
2011: JCCEO 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 486
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 486
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 27
Total of all active and inactive participants 2011-01-01 513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 513
Number of participants with account balances 2011-01-01 277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 11
2010: JCCEO 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 449
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 416
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 22
Total of all active and inactive participants 2010-01-01 438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 438
Number of participants with account balances 2010-01-01 221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: JCCEO 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 494
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 413
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 26
Total of all active and inactive participants 2009-01-01 439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 439
Number of participants with account balances 2009-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: JCCEO 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	516
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	419
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	37
Total of all active and inactive participants	2013-01-01	456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	456
Number of participants with account balances	2013-01-01	276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	18
2012: JCCEO 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	516
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	465
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	33
Total of all active and inactive participants	2012-01-01	498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	498
Number of participants with account balances	2012-01-01	301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	16
2011: JCCEO 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	486
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	486
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	27
Total of all active and inactive participants	2011-01-01	513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	513
Number of participants with account balances	2011-01-01	277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	11
2010: JCCEO 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	449
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	416
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	22
Total of all active and inactive participants	2010-01-01	438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	438
Number of participants with account balances	2010-01-01	221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: JCCEO 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	494
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	413
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	26
Total of all active and inactive participants	2009-01-01	439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	439
Number of participants with account balances	2009-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on JCCEO 403(B) PLAN

Measure	Date	Value
2013 : JCCEO 403(B) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$8,606
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$2,388
Total income from all sources (including contributions)	2013-12-31	$663,019
Total of all expenses incurred	2013-12-31	$1,284,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,276,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$528,133
Value of total assets at end of year	2013-12-31	$3,886,604
Value of total assets at beginning of year	2013-12-31	$4,501,399
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$7,800
Total interest from all sources	2013-12-31	$34,461
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$7,800
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$450,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$273,280
Participant contributions at end of year	2013-12-31	$174,383
Participant contributions at beginning of year	2013-12-31	$194,292
Participant contributions at end of year	2013-12-31	$218
Participant contributions at beginning of year	2013-12-31	$14,455
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$269
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$-621,013
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,877,998
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,499,011
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$2,716,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,318,398
Interest on participant loans	2013-12-31	$6,867
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$27,594
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$952,641
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$949,841
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$100,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$254,853
Employer contributions (assets) at end of year	2013-12-31	$43,014
Employer contributions (assets) at beginning of year	2013-12-31	$24,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,276,232
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$8,606
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$2,388
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	SELLERS,RICHARDSON,HOLMAN& WEST,LLP
Accountancy firm EIN	2013-12-31	262732677
2012 : JCCEO 403(B) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$2,388
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$12,357
Total income from all sources (including contributions)	2012-12-31	$753,709
Total of all expenses incurred	2012-12-31	$210,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$206,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$607,070
Value of total assets at end of year	2012-12-31	$4,501,399
Value of total assets at beginning of year	2012-12-31	$3,968,131
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$3,920
Total interest from all sources	2012-12-31	$32,096
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$3,920
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$450,000
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
Contributions received from participants	2012-12-31	$308,623
Participant contributions at end of year	2012-12-31	$194,292
Participant contributions at beginning of year	2012-12-31	$198,800
Participant contributions at end of year	2012-12-31	$14,455
Participant contributions at beginning of year	2012-12-31	$52,187
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	$543,237
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$4,499,011
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,955,774
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	$3,318,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$3,141,550
Interest on participant loans	2012-12-31	$8,603
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$23,493
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$949,841
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$531,698
Net investment gain/loss from pooled separate accounts	2012-12-31	$114,543
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	$298,447
Employer contributions (assets) at end of year	2012-12-31	$24,413
Employer contributions (assets) at beginning of year	2012-12-31	$43,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$206,552
Liabilities. Value of benefit claims payable at end of year	2012-12-31	$2,388
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$12,357
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	BANKS FINLEY WHITE & CO.
Accountancy firm EIN	2012-12-31	620042892
2011 : JCCEO 403(B) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$12,357
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$6,723
Total income from all sources (including contributions)	2011-12-31	$478,153
Total of all expenses incurred	2011-12-31	$151,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$149,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$531,526
Value of total assets at end of year	2011-12-31	$3,968,131
Value of total assets at beginning of year	2011-12-31	$3,635,558
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$2,185
Total interest from all sources	2011-12-31	$18,676
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$450,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$267,682
Participant contributions at end of year	2011-12-31	$198,800
Participant contributions at beginning of year	2011-12-31	$172,874
Participant contributions at end of year	2011-12-31	$52,187
Participant contributions at beginning of year	2011-12-31	$6,056
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$0
Administrative expenses (other) incurred	2011-12-31	$2,185
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	$326,939
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,955,774
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,628,835
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	$3,141,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,191,575
Interest on participant loans	2011-12-31	$6,014
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$12,662
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$531,698
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$265,053
Net investment gain/loss from pooled separate accounts	2011-12-31	$-72,049
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	$263,844
Employer contributions (assets) at end of year	2011-12-31	$43,896
Employer contributions (assets) at beginning of year	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$149,029
Liabilities. Value of benefit claims payable at end of year	2011-12-31	$12,357
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$6,723
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	BANKS FINLEY WHITE & CO.
Accountancy firm EIN	2011-12-31	620042892
2010 : JCCEO 403(B) 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	$6,723
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$6,556
Total income from all sources (including contributions)	2010-12-31	$563,091
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$246,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$245,088
Value of total corrective distributions	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$453,296
Value of total assets at end of year	2010-12-31	$3,635,558
Value of total assets at beginning of year	2010-12-31	$3,319,143
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,755
Total interest from all sources	2010-12-31	$14,270
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Assets. Real estate other than employer real property at beginning of year	2010-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$250,000
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
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$237,262
Participant contributions at end of year	2010-12-31	$172,874
Participant contributions at beginning of year	2010-12-31	$200,400
Participant contributions at end of year	2010-12-31	$6,056
Participant contributions at beginning of year	2010-12-31	$120
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$1,482
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$0
Administrative expenses (other) incurred	2010-12-31	$1,755
Liabilities. Value of operating payables at beginning of year	2010-12-31	$0
Total non interest bearing cash at beginning of year	2010-12-31	$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	2010-12-31	No
Value of net income/loss	2010-12-31	$316,248
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,628,835
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,312,587
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
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$3,191,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,959,230
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$0
Interest on participant loans	2010-12-31	$7,575
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$0
Value of interest in common/collective trusts at beginning of year	2010-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$6,695
Assets. Value of investments in 103.12 investment entities at beginning of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$265,053
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$159,180
Asset value of US Government securities at beginning of year	2010-12-31	$0
Net investment gain/loss from pooled separate accounts	2010-12-31	$95,525
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
Assets. Invements in employer securities at beginning of year	2010-12-31	$0
Assets. Value of employer real property at beginning of year	2010-12-31	$0
Contributions received in cash from employer	2010-12-31	$214,552
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$245,088
Asset. Corporate debt instrument preferred debt at beginning of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$6,723
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$6,556
Assets. Value of buildings and other operty used in plan operation at beginning of year	2010-12-31	$0
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
Liabilities. Value of acquisition indebtedness at beginning of year	2010-12-31	$0
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	BANKS FINLEY WHITE & CO.
Accountancy firm EIN	2010-12-31	620042892
2009 : JCCEO 403(B) 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

Form 5500 Responses for JCCEO 403(B) PLAN

2013: JCCEO 403(B) 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	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: JCCEO 403(B) 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 – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: JCCEO 403(B) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
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 – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: JCCEO 403(B) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
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 – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: JCCEO 403(B) 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 – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

941471

Policy instance

Insurance contract or identification number	941471
Number of Individuals Covered	456
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $23,909
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $1,596
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	ASSET ALLOCATION ADVICE AND REBALANCING SERVICE FOR PLAN PARTICIPANTS WHO ELECT TO RECEIVE THEM
Insurance broker organization code?	3
Insurance broker name	ING FINANCIAL PARTNERS, INC.

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

941471

Policy instance

Insurance contract or identification number	941471
Number of Individuals Covered	498
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $24,114
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $1,177
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	ASSET ALLOCATION ADVICE AND REBALANCING SERVICE FOR PLAN PARTICIPANTS WHO ELECT TO RECEIVE THEM
Insurance broker organization code?	3
Insurance broker name	ING FINANCIAL PARTNERS, INC.

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

941471

Policy instance

Insurance contract or identification number	941471
Number of Individuals Covered	513
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $21,266
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

941471

Policy instance

Insurance contract or identification number	941471
Number of Individuals Covered	438
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $18,780
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

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Company Name:	JEFFERSON COUNTY COMMITTEE FOR ECONOMIC OPPORTUNITY
Employer identification number (EIN):	630505899
NAIC Classification:	624100
NAIC Description:	Individual and Family Services