401k Plan data: CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN plan

CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN 401k Plan overview

Plan Name	CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN
Plan identification number	001

CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CATHOLIC COMMUNITY SERVICES OF MID WILLAMETTE VALLEY & CENTRAL COAST has sponsored the creation of one or more 401k plans.

Company Name: CATHOLIC COMMUNITY SERVICES OF MID WILLAMETTE VALLEY & CENTRAL COAST

Employer identification number (EIN): 930903773

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01 MARSHA CLARK 2020-11-03
001 2018-01-01 MARSHA CLARK 2019-10-10 MARSHA CLARK 2019-10-10
001 2018-01-01 MARSHA CLARK 2020-10-15
001 2017-01-01
001 2017-01-01 MARSHA CLARK 2020-10-15
001 2016-01-01
001 2016-01-01
001 2015-01-01
001 2015-01-01
001 2014-01-01
001 2014-01-01 MARSHA CLARK
001 2013-01-01
001 2012-01-01 MARSHA CLARK
001 2011-01-01 KAREN ROSS
001 2010-01-01 KAREN ROSS
001 2009-01-01 KAREN ROSS
001 2009-01-01 DON THEOBALD

Plan Statistics for CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN

401k plan membership statisitcs for CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN

Measure Date Value
2019: CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 10
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 85
Total of all active and inactive participants 2019-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 95
Number of participants with account balances 2019-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 16
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 154
Total of all active and inactive participants 2018-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 170
Number of participants with account balances 2018-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 24
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 122
Total of all active and inactive participants 2017-01-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 146
Number of participants with account balances 2017-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 492
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 31
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 142
Total of all active and inactive participants 2016-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 173
Number of participants with account balances 2016-01-01 173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 492
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 315
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 177
Total of all active and inactive participants 2015-01-01 492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 492
Number of participants with account balances 2015-01-01 252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 453
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 315
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 177
Total of all active and inactive participants 2014-01-01 492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 492
Number of participants with account balances 2014-01-01 252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 517
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 273
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 180
Total of all active and inactive participants 2013-01-01 453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 453
Number of participants with account balances 2013-01-01 272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 398
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 346
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 165
Total of all active and inactive participants 2012-01-01 511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 511
Number of participants with account balances 2012-01-01 284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 361
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 216
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 182
Total of all active and inactive participants 2011-01-01 398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 398
Number of participants with account balances 2011-01-01 334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 349
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 231
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 130
Total of all active and inactive participants 2010-01-01 361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 361
Number of participants with account balances 2010-01-01 286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 322
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 257
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 92
Total of all active and inactive participants 2009-01-01 349
Total participants 2009-01-01 349
Number of participants with account balances 2009-01-01 269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2019: CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	10
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	85
Total of all active and inactive participants	2019-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	95
Number of participants with account balances	2019-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	16
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	154
Total of all active and inactive participants	2018-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	170
Number of participants with account balances	2018-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	24
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	122
Total of all active and inactive participants	2017-01-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	146
Number of participants with account balances	2017-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	492
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	31
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	142
Total of all active and inactive participants	2016-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	173
Number of participants with account balances	2016-01-01	173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	492
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	315
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	177
Total of all active and inactive participants	2015-01-01	492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	492
Number of participants with account balances	2015-01-01	252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	453
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	315
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	177
Total of all active and inactive participants	2014-01-01	492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	492
Number of participants with account balances	2014-01-01	252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	517
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	273
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	180
Total of all active and inactive participants	2013-01-01	453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	453
Number of participants with account balances	2013-01-01	272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	398
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	346
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	165
Total of all active and inactive participants	2012-01-01	511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	511
Number of participants with account balances	2012-01-01	284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	361
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	216
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	182
Total of all active and inactive participants	2011-01-01	398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	398
Number of participants with account balances	2011-01-01	334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	349
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	231
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	130
Total of all active and inactive participants	2010-01-01	361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	361
Number of participants with account balances	2010-01-01	286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	322
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	257
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	92
Total of all active and inactive participants	2009-01-01	349
Total participants	2009-01-01	349
Number of participants with account balances	2009-01-01	269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN

Measure	Date	Value
2019 : CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$150,148
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$376,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$372,312
Expenses. Certain deemed distributions of participant loans	2019-12-31	$3,479
Expenses. Certain deemed distributions of participant loans	2019-12-31	$3,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$0
Value of total assets at end of year	2019-12-31	$662,374
Value of total assets at end of year	2019-12-31	$662,374
Value of total assets at beginning of year	2019-12-31	$888,470
Value of total assets at beginning of year	2019-12-31	$888,470
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$453
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$453
Total interest from all sources	2019-12-31	$490
Total interest from all sources	2019-12-31	$490
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$150,000
Value of fidelity bond cover	2019-12-31	$150,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$0
Contributions received from participants	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$10,374
Participant contributions at end of year	2019-12-31	$10,374
Participant contributions at beginning of year	2019-12-31	$17,745
Participant contributions at beginning of year	2019-12-31	$17,745
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$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	2019-12-31	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	2019-12-31	No
Value of net income/loss	2019-12-31	$-226,096
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$662,374
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$662,374
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$888,470
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$888,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$652,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$652,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$870,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$870,725
Interest on participant loans	2019-12-31	$490
Interest on participant loans	2019-12-31	$490
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$149,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$149,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$0
Contributions received in cash from employer	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$372,312
Contract administrator fees	2019-12-31	$453
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	ALDRICH CPAS + ADVISORS LLP
Accountancy firm name	2019-12-31	ALDRICH CPAS + ADVISORS LLP
Accountancy firm EIN	2019-12-31	930623286
Accountancy firm EIN	2019-12-31	930623286
2018 : CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$-61,656
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$63,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$55,438
Expenses. Certain deemed distributions of participant loans	2018-12-31	$6,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$0
Value of total assets at end of year	2018-12-31	$888,470
Value of total assets at beginning of year	2018-12-31	$1,013,911
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,811
Total interest from all sources	2018-12-31	$776
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$150,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Participant contributions at end of year	2018-12-31	$17,745
Participant contributions at beginning of year	2018-12-31	$28,319
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-125,441
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$888,470
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,013,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$870,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$985,592
Interest on participant loans	2018-12-31	$776
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-62,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$55,438
Contract administrator fees	2018-12-31	$1,811
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BOLDT, CARLISLE & SMITH, LLC
Accountancy firm EIN	2018-12-31	930570615
2017 : CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$137,971
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$313,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$306,874
Expenses. Certain deemed distributions of participant loans	2017-12-31	$4,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$0
Value of total assets at end of year	2017-12-31	$1,013,911
Value of total assets at beginning of year	2017-12-31	$1,189,231
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,076
Total interest from all sources	2017-12-31	$633
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$150,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Participant contributions at end of year	2017-12-31	$28,319
Participant contributions at beginning of year	2017-12-31	$14,942
Other income not declared elsewhere	2017-12-31	$663
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$-175,320
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,013,911
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,189,231
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$985,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,174,289
Interest on participant loans	2017-12-31	$633
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$136,675
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$306,874
Contract administrator fees	2017-12-31	$2,076
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BOLDT, CARLISLE & SMITH, LLC
Accountancy firm EIN	2017-12-31	930570615
2016 : CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$60,122
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$211,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$204,735
Expenses. Certain deemed distributions of participant loans	2016-12-31	$4,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$0
Value of total assets at end of year	2016-12-31	$1,196,006
Value of total assets at beginning of year	2016-12-31	$1,347,077
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,278
Total interest from all sources	2016-12-31	$456
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$485
Administrative expenses professional fees incurred	2016-12-31	$2,278
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$150,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Participant contributions at end of year	2016-12-31	$14,942
Participant contributions at beginning of year	2016-12-31	$18,049
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$950
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-151,071
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,196,006
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,347,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,181,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,328,078
Interest on participant loans	2016-12-31	$456
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$59,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$203,785
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BOLDT, CARLISLE & SMITH, LLC
Accountancy firm EIN	2016-12-31	930570615
2015 : CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$-5,866
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$580,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$568,129
Expenses. Certain deemed distributions of participant loans	2015-12-31	$6,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$52,925
Value of total assets at end of year	2015-12-31	$1,347,077
Value of total assets at beginning of year	2015-12-31	$1,933,697
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$5,693
Total interest from all sources	2015-12-31	$841
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$2,768
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$150,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$52,925
Participant contributions at end of year	2015-12-31	$18,049
Participant contributions at beginning of year	2015-12-31	$30,411
Participant contributions at end of year	2015-12-31	$950
Participant contributions at beginning of year	2015-12-31	$5,436
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$8,705
Other income not declared elsewhere	2015-12-31	$7,539
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-586,620
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,347,077
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,933,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,328,078
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,889,145
Interest on participant loans	2015-12-31	$841
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-67,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$568,129
Contract administrator fees	2015-12-31	$5,693
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BOLDT, CARLISLE & SMITH, LLC
Accountancy firm EIN	2015-12-31	930570615
2014 : CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$169,871
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$201,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$188,287
Expenses. Certain deemed distributions of participant loans	2014-12-31	$5,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$99,950
Value of total assets at end of year	2014-12-31	$1,941,302
Value of total assets at beginning of year	2014-12-31	$1,972,816
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$7,687
Total interest from all sources	2014-12-31	$1,980
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$150,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$99,950
Participant contributions at end of year	2014-12-31	$30,411
Participant contributions at beginning of year	2014-12-31	$58,368
Participant contributions at end of year	2014-12-31	$6,411
Participant contributions at beginning of year	2014-12-31	$4,873
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$8,705
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$10,575
Other income not declared elsewhere	2014-12-31	$103
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-31,514
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,941,302
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,972,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,904,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,909,575
Interest on participant loans	2014-12-31	$1,980
Interest earned on other investments	2014-12-31	$2,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$67,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$188,287
Contract administrator fees	2014-12-31	$7,687
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BOLDT, CARLISLE & SMITH, LLC
Accountancy firm EIN	2014-12-31	930570615
2013 : CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$423,635
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$283,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$268,425
Expenses. Certain deemed distributions of participant loans	2013-12-31	$7,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$131,352
Value of total assets at end of year	2013-12-31	$1,972,816
Value of total assets at beginning of year	2013-12-31	$1,832,904
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$7,962
Total interest from all sources	2013-12-31	$2,686
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$150,000
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	$104,429
Participant contributions at end of year	2013-12-31	$58,368
Participant contributions at beginning of year	2013-12-31	$73,110
Participant contributions at end of year	2013-12-31	$4,873
Participant contributions at beginning of year	2013-12-31	$9,267
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$26,923
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$10,575
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$9,253
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$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	2013-12-31	No
Value of net income/loss	2013-12-31	$139,912
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,972,816
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,832,904
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	$1,909,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,750,527
Interest on participant loans	2013-12-31	$2,384
Interest earned on other investments	2013-12-31	$302
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$289,597
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	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Assets. Invements in employer securities at end of year	2013-12-31	$0
Assets. Invements in employer securities at beginning of year	2013-12-31	$0
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$268,425
Contract administrator fees	2013-12-31	$7,962
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	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BOLDT, CARLISLE & SMITH, LLC
Accountancy firm EIN	2013-12-31	930570615
2012 : CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) 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	$314,673
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$132,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$123,374
Expenses. Certain deemed distributions of participant loans	2012-12-31	$341
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$123,542
Value of total assets at end of year	2012-12-31	$1,832,904
Value of total assets at beginning of year	2012-12-31	$1,650,823
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$8,877
Total interest from all sources	2012-12-31	$2,944
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$150,000
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	$119,792
Participant contributions at end of year	2012-12-31	$73,110
Participant contributions at beginning of year	2012-12-31	$83,413
Participant contributions at end of year	2012-12-31	$9,267
Participant contributions at beginning of year	2012-12-31	$1,002
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$9,253
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$0
Other income not declared elsewhere	2012-12-31	$1,726
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	$182,081
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,832,904
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,650,823
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	$1,750,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,556,875
Interest on participant loans	2012-12-31	$2,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$186,461
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
Assets. Invements in employer securities at end of year	2012-12-31	$0
Assets. Invements in employer securities at beginning of year	2012-12-31	$0
Contributions received in cash from employer	2012-12-31	$3,750
Employer contributions (assets) at end of year	2012-12-31	$0
Employer contributions (assets) at beginning of year	2012-12-31	$9,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$123,374
Contract administrator fees	2012-12-31	$8,877
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	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BOLDT, CARLISLE & SMITH, LLC
Accountancy firm EIN	2012-12-31	930570615
2011 : CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) 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	$2,982
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	$150,131
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$173,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$171,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$210,093
Value of total assets at end of year	2011-12-31	$1,630,089
Value of total assets at beginning of year	2011-12-31	$1,650,323
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$2,226
Total interest from all sources	2011-12-31	$3,594
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
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	$150,000
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	$54,780
Participant contributions at end of year	2011-12-31	$82,295
Participant contributions at beginning of year	2011-12-31	$105,181
Participant contributions at end of year	2011-12-31	$3,984
Participant contributions at beginning of year	2011-12-31	$11,080
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$30,596
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$2,982
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$0
Other income not declared elsewhere	2011-12-31	$1,315
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	$-23,216
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,627,107
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,650,323
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
Investment advisory and management fees	2011-12-31	$13,674
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,534,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,529,057
Interest on participant loans	2011-12-31	$3,594
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-64,871
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	$124,717
Employer contributions (assets) at end of year	2011-12-31	$9,533
Employer contributions (assets) at beginning of year	2011-12-31	$5,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$171,121
Contract administrator fees	2011-12-31	$2,226
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	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BOLDT, CARLISLE & SMITH, LLC
Accountancy firm EIN	2011-12-31	930570615
2010 : CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 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	$4,220
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$624
Total income from all sources (including contributions)	2010-12-31	$378,116
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$127,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$122,814
Expenses. Certain deemed distributions of participant loans	2010-12-31	$2,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$206,476
Value of total assets at end of year	2010-12-31	$1,593,781
Value of total assets at beginning of year	2010-12-31	$1,339,792
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,453
Total interest from all sources	2010-12-31	$2,213
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
Administrative expenses professional fees incurred	2010-12-31	$3,233
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$100,000
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	$116,339
Participant contributions at end of year	2010-12-31	$105,181
Participant contributions at beginning of year	2010-12-31	$53,154
Participant contributions at end of year	2010-12-31	$11,080
Participant contributions at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$33,279
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$181
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$4,220
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$624
Other income not declared elsewhere	2010-12-31	$-7,119
Administrative expenses (other) incurred	2010-12-31	$2,453
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	$250,393
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,589,561
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,339,168
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	$1,472,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,281,864
Interest on participant loans	2010-12-31	$650
Interest earned on other investments	2010-12-31	$1,563
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$2,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$169,427
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	$56,858
Employer contributions (assets) at end of year	2010-12-31	$5,136
Employer contributions (assets) at beginning of year	2010-12-31	$4,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$122,814
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	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BOLDT, CARLISLE & SMITH, LLC
Accountancy firm EIN	2010-12-31	930570615
2009 : CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 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 CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN

2019: CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
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 funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
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 funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) 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 – 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
2010: CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) 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: CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY & CENTRAL COAST 403(B) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
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

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

CATH01OR00RF

Policy instance

Insurance contract or identification number	CATH01OR00RF
Number of Individuals Covered	16
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $44
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $44
Insurance broker organization code?	4

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

CATH00OR00RN

Policy instance

Insurance contract or identification number	CATH00OR00RN
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Insurance broker organization code?	4

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

CATH01OR00RF

Policy instance

Insurance contract or identification number	CATH01OR00RF
Number of Individuals Covered	71
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $44
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $44
Insurance broker organization code?	4

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

CATH00OR00RN

Policy instance

Insurance contract or identification number	CATH00OR00RN
Number of Individuals Covered	3
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $60
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $60
Insurance broker organization code?	4

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

CATH01OR00RF

Policy instance

Insurance contract or identification number	CATH01OR00RF
Number of Individuals Covered	75
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $42
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $42
Insurance broker organization code?	4
Insurance broker name	LEGEND EQUITIES CORPORATION

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

CATH00OR00RN

Policy instance

Insurance contract or identification number	CATH00OR00RN
Number of Individuals Covered	5
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $63
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $63
Insurance broker organization code?	4
Insurance broker name	LEGEND EQUITIES CORPORATION

Potentially related plans

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Company Name:	CATHOLIC COMMUNITY SERVICES OF MID WILLAMETTE VALLEY & CENTRAL COAST
Employer identification number (EIN):	930903773
NAIC Classification:	624100
NAIC Description:	Individual and Family Services

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01
001	2020-01-01
001	2019-01-01	MARSHA CLARK	2020-11-03
001	2018-01-01	MARSHA CLARK	2019-10-10	MARSHA CLARK	2019-10-10
001	2018-01-01	MARSHA CLARK	2020-10-15
001	2017-01-01
001	2017-01-01	MARSHA CLARK	2020-10-15
001	2016-01-01
001	2016-01-01
001	2015-01-01
001	2015-01-01
001	2014-01-01
001	2014-01-01	MARSHA CLARK
001	2013-01-01
001	2012-01-01	MARSHA CLARK
001	2011-01-01	KAREN ROSS
001	2010-01-01	KAREN ROSS
001	2009-01-01	KAREN ROSS
001	2009-01-01	DON THEOBALD