Catholic Social Services 403(B) Ret. Plan | 2011 Form 5500 by BrightScope

Company:

Catholic Social Services, Inc

Plan:

Catholic Social Services 403(B) Ret. Plan

Form 5500 | Basic Information

Plan Information
Plan Year	01/01/2011 — 12/31/2011
Effective Date of Plan	04/01/1988
Net Assets as of 12/31/2011	$1,327,512
Plan Number	2
Plan Type	Single Employer
Did the plan file for an extension of time or the DFVC Program?	Yes

Participant Information as of 12/31/2011
Total	71
Total number of participants as of 01/01/2011	1
Number of participants with account balances	45

Financial Information as of 12/31/2011
Total Assets (EOY)	$1,327,512
Total Liabilities (EOY)	$0
Net Assets (EOY)	$1,327,512
Financial Information as of 01/01/2011
Total Assets (BOY)	$110,296
Total Liabilities (BOY)	$0
Net Assets (BOY)	$110,296
Income
Cash from Employers	$38,755
Cash from Participants	$91,852
Others (including rollovers)	$1,126,403
Other Income	$-18,984
Total Income	$1,238,026
Net Income	$1,217,216
Expenses
Total Benefit Payments	$15,383
Corrective Distributions	$0
Administrative Service Providers	$5,427
Other Expenses	$0
Total Expenses	$20,810
Total Transfers	$0

Plan Sponsor Information
Address	197 East Gay Street Columbus, OH 43215
Telephone	(614) 857-1223
EIN	31-4379437
Industry Code	624100
Named Administrator	Donald S. Wisler
Named Plan Sponsor	Donald S. Wisler

Plan Administrator Information
Administrator Name	Catholic Social Services, Inc
Address	197 East Gay Street Columbus, OH 43215
Telephone	(614) 857-1223
Administrator EIN	31-4379437

Benefits Provided Under the Plan
Code	Benefit	Description
2E	Profit-sharing	A defined contribution plan that allows employer discretionary contributions. These plans often contain a 401(k) feature.
2F	ERISA section 404(c) Plan	This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
2G	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.
2J	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.
2M	Code section 403(b)(7) accounts	A 403(b)(7) plan is a tax-deferred retirement plan often available to employees of public schools or non-profit organizations.
2S	Automatic Enrollment	Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
2T	Participant-directed Account	Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
3D	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.

Question		Answer	Amount
1.	During the plan year did the employer fail to transmit to the plan any participant contributions within the time period described in 29 CFT 2510.3-102?	No
2.	Were there any nonexempt transactions with any party-in-interest?	No
3.	Was this plan covered by a fidelity bond?	Yes	$200,000
4.	Did the plan have a loss, whether or not reimbursed by the plan's fidelity bond, that was caused by fraud or dishonesty?	No
5.	Were all the plan assets either distributed to participants or beneficiaries, transferred to another plan, or brought under the control of the PBGC?	No
6.	Has the plan failed to provide any benefit when due under the plan?	No
7.	If this is an individual account plan, was there a blackout period?	Yes
8.	If there was a blackout period, have you either provided the required notice or one of the exceptions to providing the notice applied under 29 CFR 2520.101-3?	Yes