401k Plan data: COMPASS HOUSING ALLIANCE 403(B) TAX DEFERRED ANNUITY PLAN plan

COMPASS HOUSING ALLIANCE 403(B) TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	COMPASS HOUSING ALLIANCE 403(B) TAX DEFERRED ANNUITY PLAN
Plan identification number	002

COMPASS HOUSING ALLIANCE 403(B) TAX DEFERRED ANNUITY PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

COMPASS HOUSING ALLIANCE has sponsored the creation of one or more 401k plans.

Company Name: COMPASS HOUSING ALLIANCE

Employer identification number (EIN): 910578229

NAIC Classification: 624200

Additional information about COMPASS HOUSING ALLIANCE

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 1928-07-30

Company Identification Number: 601146715

Legal Registered Office Address: 220 DEXTER AVE N

SEATTLE
United States of America (USA)
981095104

More information about COMPASS HOUSING ALLIANCE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMPASS HOUSING ALLIANCE 403(B) TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2012-01-01 STEFAN DAVIDSON STEFAN DAVIDSON 2013-10-11
002 2011-01-01 STEFAN DAVIDSON STEFAN DAVIDSON 2012-10-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2012-01-01	STEFAN DAVIDSON		STEFAN DAVIDSON	2013-10-11
002	2011-01-01	STEFAN DAVIDSON		STEFAN DAVIDSON	2012-10-08

Plan Statistics for COMPASS HOUSING ALLIANCE 403(B) TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for COMPASS HOUSING ALLIANCE 403(B) TAX DEFERRED ANNUITY PLAN

Measure Date Value
2012: COMPASS HOUSING ALLIANCE 403(B) TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 218
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
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 0
Total of all active and inactive participants 2012-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 0
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: COMPASS HOUSING ALLIANCE 403(B) TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 220
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 203
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 14
Total of all active and inactive participants 2011-01-01 217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 218
Number of participants with account balances 2011-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2012: COMPASS HOUSING ALLIANCE 403(B) TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	218
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
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	0
Total of all active and inactive participants	2012-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	0
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: COMPASS HOUSING ALLIANCE 403(B) TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	220
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	203
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	14
Total of all active and inactive participants	2011-01-01	217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	218
Number of participants with account balances	2011-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on COMPASS HOUSING ALLIANCE 403(B) TAX DEFERRED ANNUITY PLAN

Measure	Date	Value
2012 : COMPASS HOUSING ALLIANCE 403(B) TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total transfer of assets from this plan	2012-12-31	$340,981
Value of total assets at end of year	2012-12-31	$0
Value of total assets at beginning of year	2012-12-31	$340,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	No
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
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 assets at end of year (total assets less liabilities)	2012-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$340,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$153,179
Value of interest in pooled separate accounts at end of year	2012-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$3,255
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$184,547
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
Did the plan have assets held for investment	2012-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	ROBERT LOE & ASSOCIATES
Accountancy firm EIN	2012-12-31	911394452
2011 : COMPASS HOUSING ALLIANCE 403(B) TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total transfer of assets to this plan	2011-12-31	$0
Total transfer of assets from this plan	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$53,691
Total of all expenses incurred	2011-12-31	$1,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$44,912
Value of total assets at end of year	2011-12-31	$340,981
Value of total assets at beginning of year	2011-12-31	$288,524
Total interest from all sources	2011-12-31	$5,323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	No
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	$44,912
Participant contributions at beginning of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$0
Other income not declared elsewhere	2011-12-31	$1,193
Total non interest bearing cash at beginning of year	2011-12-31	$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	2011-12-31	No
Value of net income/loss	2011-12-31	$52,457
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$340,981
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$288,524
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	$153,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$125,875
Value of interest in pooled separate accounts at end of year	2011-12-31	$3,255
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$2,260
Interest earned on other investments	2011-12-31	$5,323
Value of interest in master investment trust accounts at beginning of year	2011-12-31	$0
Value of interest in common/collective trusts at beginning of year	2011-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$184,547
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$160,389
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$1,939
Net investment gain/loss from pooled separate accounts	2011-12-31	$324
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
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	$1,234
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	ROBERT LOE & ASSOCIATES
Accountancy firm EIN	2011-12-31	911394452
2010 : COMPASS HOUSING ALLIANCE 403(B) TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$195,402
Total of all expenses incurred	2010-12-31	$14,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$14,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$188,377
Value of total assets at end of year	2010-12-31	$288,524
Value of total assets at beginning of year	2010-12-31	$107,733
Total interest from all sources	2010-12-31	$879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	No
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	$48,614
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$0
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$6,405
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$0
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	$139,763
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Total non interest bearing cash at end 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
Income. Non cash contributions	2010-12-31	$0
Value of net income/loss	2010-12-31	$180,791
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$288,524
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$107,733
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	$125,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$79,742
Value of interest in pooled separate accounts at end of year	2010-12-31	$2,260
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$2,542
Interest earned on other investments	2010-12-31	$879
Value of interest in master investment trust accounts at end of year	2010-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$0
Value of interest in common/collective trusts at end of year	2010-12-31	$0
Value of interest in common/collective trusts at beginning of year	2010-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2010-12-31	$0
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	$160,389
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$19,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$5,845
Net investment gain/loss from pooled separate accounts	2010-12-31	$301
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
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$14,611
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	ROBERT LOE & ASSOCIATES
Accountancy firm EIN	2010-12-31	911394452

Form 5500 Responses for COMPASS HOUSING ALLIANCE 403(B) TAX DEFERRED ANNUITY PLAN

2012: COMPASS HOUSING ALLIANCE 403(B) TAX DEFERRED ANNUITY 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	Yes
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 funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: COMPASS HOUSING ALLIANCE 403(B) TAX DEFERRED ANNUITY 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 funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	COMPASS HOUSING ALLIANCE
Employer identification number (EIN):	910578229
NAIC Classification:	624200

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	1928-07-30
Company Identification Number:	601146715
Legal Registered Office Address:	220 DEXTER AVE N SEATTLE United States of America (USA) 981095104