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THE EFFORT, INC. 403B PLAN 401k Plan overview

Plan NameTHE EFFORT, INC. 403B PLAN
Plan identification number 001

THE EFFORT, INC. 403B PLAN Benefits

401k Plan TypeDefined 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

WELLSPACE HEALTH has sponsored the creation of one or more 401k plans.

Company Name:WELLSPACE HEALTH
Employer identification number (EIN):941713704
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Additional information about WELLSPACE HEALTH

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1970-01-30
Company Identification Number: C0590979
Legal Registered Office Address: 1304 O St #336

Sacramento
United States of America (USA)
95816

More information about WELLSPACE HEALTH

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE EFFORT, INC. 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01VIRGILIO OBENZA
0012014-07-01KAREN DUBOIS2015-08-20
0012013-07-01KAREN DUBOIS2015-04-02
0012013-01-01NATALYA KOBERNYK
0012012-07-01KAREN DUBOIS2014-01-17
0012012-01-01PATRICIA JONES
0012011-07-01KAREN DUBOIS2013-01-16
0012011-01-01PATRICIA M. JONES
0012010-07-01KAREN DUBOIS KAREN DUBOIS2012-04-13
0012009-07-01KAREN DUBOIS KAREN DUBOIS2011-04-15
0012009-07-01KAREN DUBOIS
0012009-07-01KAREN DUBOIS KAREN DUBOIS2011-10-25

Plan Statistics for THE EFFORT, INC. 403B PLAN

401k plan membership statisitcs for THE EFFORT, INC. 403B PLAN

Measure Date Value
2016: THE EFFORT, INC. 403B PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01412
Total number of active participants reported on line 7a of the Form 55002016-01-01391
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0190
Total of all active and inactive participants2016-01-01481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01481
Number of participants with account balances2016-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2013: THE EFFORT, INC. 403B PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01218
Total number of active participants reported on line 7a of the Form 55002013-01-01259
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0126
Total of all active and inactive participants2013-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01286
Number of participants with account balances2013-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE EFFORT, INC. 403B PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01181
Total number of active participants reported on line 7a of the Form 55002012-01-01204
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0114
Total of all active and inactive participants2012-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01218
Number of participants with account balances2012-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE EFFORT, INC. 403B PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01140
Total number of active participants reported on line 7a of the Form 55002011-01-01176
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01181
Number of participants with account balances2011-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE EFFORT, INC. 403B PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01229
Total number of active participants reported on line 7a of the Form 55002010-07-01197
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-010
Total of all active and inactive participants2010-07-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01197
Number of participants with account balances2010-07-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: THE EFFORT, INC. 403B PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01161
Total number of active participants reported on line 7a of the Form 55002009-07-01204
Number of retired or separated participants receiving benefits2009-07-0117
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01221
Number of participants with account balances2009-07-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on THE EFFORT, INC. 403B PLAN

Measure Date Value
2016 : THE EFFORT, INC. 403B PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$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$1,383,983
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$333,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$285,201
Expenses. Certain deemed distributions of participant loans2016-12-31$5,650
Value of total corrective distributions2016-12-31$40,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,172,978
Value of total assets at end of year2016-12-31$3,476,047
Value of total assets at beginning of year2016-12-31$2,425,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,774
Total interest from all sources2016-12-31$3,328
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$108,296
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$108,296
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$243,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$774,493
Participant contributions at end of year2016-12-31$52,655
Participant contributions at beginning of year2016-12-31$74,408
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$208,492
Other income not declared elsewhere2016-12-31$2,335
Administrative expenses (other) incurred2016-12-31$1,774
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,050,913
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,476,047
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,425,134
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,026,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,037,607
Interest on participant loans2016-12-31$3,328
Value of interest in common/collective trusts at end of year2016-12-31$397,355
Value of interest in common/collective trusts at beginning of year2016-12-31$313,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$87,155
Net investment gain or loss from common/collective trusts2016-12-31$9,891
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$189,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$285,201
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BFBA, LLP
Accountancy firm EIN2016-12-31680000424
2013 : THE EFFORT, INC. 403B PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$886,710
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$85,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$83,084
Expenses. Certain deemed distributions of participant loans2013-12-31$462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$737,223
Value of total assets at end of year2013-12-31$1,426,811
Value of total assets at beginning of year2013-12-31$625,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,578
Total interest from all sources2013-12-31$395
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$47,259
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$47,259
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$63,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$553,528
Participant contributions at end of year2013-12-31$23,093
Participant contributions at beginning of year2013-12-31$1,808
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$48,688
Other income not declared elsewhere2013-12-31$8
Administrative expenses (other) incurred2013-12-31$1,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$801,586
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,426,811
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$625,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,319,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$603,011
Interest on participant loans2013-12-31$395
Value of interest in common/collective trusts at end of year2013-12-31$84,484
Value of interest in common/collective trusts at beginning of year2013-12-31$20,406
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$97,411
Net investment gain or loss from common/collective trusts2013-12-31$4,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$135,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$83,084
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BFBA, LLP
Accountancy firm EIN2013-12-31680000424
2012 : THE EFFORT, INC. 403B PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$529,258
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$24,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$23,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$496,899
Value of total assets at end of year2012-12-31$625,225
Value of total assets at beginning of year2012-12-31$120,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,133
Total interest from all sources2012-12-31$35
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$12,250
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$12,250
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$13,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$239,548
Participant contributions at end of year2012-12-31$1,808
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$216,810
Administrative expenses (other) incurred2012-12-31$1,133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$504,886
Value of net assets at end of year (total assets less liabilities)2012-12-31$625,225
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$120,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$603,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$117,560
Interest on participant loans2012-12-31$35
Value of interest in common/collective trusts at end of year2012-12-31$20,406
Value of interest in common/collective trusts at beginning of year2012-12-31$2,779
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$19,758
Net investment gain or loss from common/collective trusts2012-12-31$316
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$40,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$23,239
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BROWN, FINK, BOYCE & ASTLE, LLP
Accountancy firm EIN2012-12-31680000424
2011 : THE EFFORT, INC. 403B PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$121,498
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$120,276
Value of total assets at end of year2011-12-31$120,339
Value of total assets at beginning of year2011-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$100
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,677
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,677
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$89,022
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$14,953
Administrative expenses (other) incurred2011-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$120,339
Value of net assets at end of year (total assets less liabilities)2011-12-31$120,339
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$117,560
Value of interest in common/collective trusts at end of year2011-12-31$2,779
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-458
Net investment gain or loss from common/collective trusts2011-12-31$3
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$16,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,059
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BROWN, FINK, BOYCE & ASTLE, LLP
Accountancy firm EIN2011-12-31680000424
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$354,217
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$170,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$160,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$283,623
Value of total assets at end of year2011-06-30$677,797
Value of total assets at beginning of year2011-06-30$494,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$10,298
Total interest from all sources2011-06-30$102
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$1,325
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$10,298
Was this plan covered by a fidelity bond2011-06-30No
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$178,425
Participant contributions at end of year2011-06-30$3,296
Participant contributions at beginning of year2011-06-30$3,737
Participant contributions at end of year2011-06-30$11,365
Participant contributions at beginning of year2011-06-30$8,758
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$60,314
Other income not declared elsewhere2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$183,228
Value of net assets at end of year (total assets less liabilities)2011-06-30$677,797
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$494,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$614,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$391,873
Interest on participant loans2011-06-30$102
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$40,759
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$87,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$87,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$69,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30Yes
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$44,884
Employer contributions (assets) at end of year2011-06-30$7,473
Employer contributions (assets) at beginning of year2011-06-30$2,852
Income. Dividends from common stock2011-06-30$1,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$160,691
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30BROWN, FINK, BOYCE & ASTLE, LLP
Accountancy firm EIN2011-06-30680000424
2010 : THE EFFORT, INC. 403B PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for THE EFFORT, INC. 403B PLAN

2016: THE EFFORT, INC. 403B PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2013: THE EFFORT, INC. 403B PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE EFFORT, INC. 403B PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE EFFORT, INC. 403B PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE EFFORT, INC. 403B PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: THE EFFORT, INC. 403B PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01First time form 5500 has been submittedYes
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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