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| Plan Name | EQUI-VEST PROGRAM |
| Plan identification number | 001 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
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| Company Name: | GREENE/SUMTER ENTERPRISE COMMUNITY, INC. |
| Employer identification number (EIN): | 820557930 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2010-10-01 | STELLA ANDERSON | |||
| 001 | 2009-10-01 | STELLA ANDERSON | |||
| 001 | 2009-10-01 | STELLA ANDERSON |
| Measure | Date | Value |
|---|---|---|
| 2010: EQUI-VEST PROGRAM 2010 401k membership | ||
| Total participants, beginning-of-year | 2010-10-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-10-01 | 3 |
| Total of all active and inactive participants | 2010-10-01 | 3 |
| Total participants | 2010-10-01 | 3 |
| 2009: EQUI-VEST PROGRAM 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-10-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 2 |
| Number of retired or separated participants receiving benefits | 2009-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 0 |
| Total of all active and inactive participants | 2009-10-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 0 |
| Total participants | 2009-10-01 | 2 |
| Number of participants with account balances | 2009-10-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-10-01 | 0 |
| Number of employers contributing to the scheme | 2009-10-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2011 : EQUI-VEST PROGRAM 2011 401k financial data | ||
| Total plan liabilities at end of year | 2011-09-30 | $16,003 |
| Total plan liabilities at beginning of year | 2011-09-30 | $3,947 |
| Total income from all sources | 2011-09-30 | $-1,085 |
| Expenses. Total of all expenses incurred | 2011-09-30 | $1,589 |
| Total plan assets at end of year | 2011-09-30 | $45,472 |
| Total plan assets at beginning of year | 2011-09-30 | $63,721 |
| Total contributions received or receivable from participants | 2011-09-30 | $200 |
| Expenses. Other expenses not covered elsewhere | 2011-09-30 | $754 |
| Other income received | 2011-09-30 | $-1,285 |
| Net income (gross income less expenses) | 2011-09-30 | $-2,674 |
| Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $29,469 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $59,774 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-09-30 | $835 |
| 2010: EQUI-VEST PROGRAM 2010 form 5500 responses | ||
|---|---|---|
| 2010-10-01 | Type of plan entity | Single employer plan |
| 2010-10-01 | First time form 5500 has been submitted | Yes |
| 2010-10-01 | Submission has been amended | No |
| 2010-10-01 | This submission is the final filing | No |
| 2010-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-10-01 | Plan is a collectively bargained plan | No |
| 2010-10-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2010-10-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2009: EQUI-VEST PROGRAM 2009 form 5500 responses | ||
| 2009-10-01 | Type of plan entity | Single employer plan |
| 2009-10-01 | Submission has been amended | No |
| 2009-10-01 | This submission is the final filing | No |
| 2009-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-10-01 | Plan is a collectively bargained plan | No |
| 2009-10-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2009-10-01 | Plan funding arrangement – Trust | Yes |
| 2009-10-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2009-10-01 | Plan benefit arrangement - Trust | Yes |
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