401k Plan data: THE DUNHAM BUSH SAVINGS PLAN plan

THE DUNHAM BUSH SAVINGS PLAN 401k Plan overview

Plan Name	THE DUNHAM BUSH SAVINGS PLAN
Plan identification number	002

THE DUNHAM BUSH SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DUNHAM BUSH, INC has sponsored the creation of one or more 401k plans.

Company Name: DUNHAM BUSH, INC

Employer identification number (EIN): 061414049

NAIC Classification: 339900

Additional information about DUNHAM BUSH, INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 2420809

More information about DUNHAM BUSH, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE DUNHAM BUSH SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-01-01 SOOK TEDFORD
002 2012-01-01 SYLVIA KONG
002 2011-01-01 SYLVIA KONG
002 2009-01-01 PATRICIA CLAHAR

Plan id#	Filing Submission Date	Name of Administrator
002	2013-01-01	SOOK TEDFORD
002	2012-01-01	SYLVIA KONG
002	2011-01-01	SYLVIA KONG
002	2009-01-01	PATRICIA CLAHAR

Plan Statistics for THE DUNHAM BUSH SAVINGS PLAN

401k plan membership statisitcs for THE DUNHAM BUSH SAVINGS PLAN

Measure Date Value
2013: THE DUNHAM BUSH SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 16
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 46
Total of all active and inactive participants 2013-01-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 65
Number of participants with account balances 2013-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE DUNHAM BUSH SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 68
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 16
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 46
Total of all active and inactive participants 2012-01-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 65
Number of participants with account balances 2012-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE DUNHAM BUSH SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 81
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 18
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 52
Total of all active and inactive participants 2011-01-01 71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 72
Number of participants with account balances 2011-01-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4
2009: THE DUNHAM BUSH SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 98
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 38
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 51
Total of all active and inactive participants 2009-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 89
Number of participants with account balances 2009-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2013: THE DUNHAM BUSH SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	16
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	46
Total of all active and inactive participants	2013-01-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	65
Number of participants with account balances	2013-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE DUNHAM BUSH SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	68
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	16
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	46
Total of all active and inactive participants	2012-01-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	65
Number of participants with account balances	2012-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE DUNHAM BUSH SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	81
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	18
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	52
Total of all active and inactive participants	2011-01-01	71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	72
Number of participants with account balances	2011-01-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4
2009: THE DUNHAM BUSH SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	98
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	38
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	51
Total of all active and inactive participants	2009-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	89
Number of participants with account balances	2009-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on THE DUNHAM BUSH SAVINGS PLAN

Measure	Date	Value
2013 : THE DUNHAM BUSH SAVINGS PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$464,477
Expenses. Total of all expenses incurred	2013-12-31	$13,259
Benefits paid (including direct rollovers)	2013-12-31	$12,205
Total plan assets at end of year	2013-12-31	$2,552,093
Total plan assets at beginning of year	2013-12-31	$2,100,875
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$1,054
Other income received	2013-12-31	$464,477
Net income (gross income less expenses)	2013-12-31	$451,218
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,552,093
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,100,875
Assets. Value of participant loans	2013-12-31	$27,727
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : THE DUNHAM BUSH SAVINGS PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$225,368
Expenses. Total of all expenses incurred	2012-12-31	$196,545
Benefits paid (including direct rollovers)	2012-12-31	$192,158
Total plan assets at end of year	2012-12-31	$2,100,875
Total plan assets at beginning of year	2012-12-31	$2,072,052
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$4,332
Expenses. Other expenses not covered elsewhere	2012-12-31	$4,387
Other income received	2012-12-31	$219,190
Net income (gross income less expenses)	2012-12-31	$28,823
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,100,875
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,072,052
Assets. Value of participant loans	2012-12-31	$27,727
Total contributions received or receivable from employer(s)	2012-12-31	$1,846
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : THE DUNHAM BUSH SAVINGS PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$89,741
Expenses. Total of all expenses incurred	2011-12-31	$710,732
Benefits paid (including direct rollovers)	2011-12-31	$710,432
Total plan assets at end of year	2011-12-31	$2,072,052
Total plan assets at beginning of year	2011-12-31	$2,693,043
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$57,702
Expenses. Other expenses not covered elsewhere	2011-12-31	$300
Other income received	2011-12-31	$13,653
Net income (gross income less expenses)	2011-12-31	$-620,991
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,072,052
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,693,043
Assets. Value of participant loans	2011-12-31	$42,325
Total contributions received or receivable from employer(s)	2011-12-31	$18,386
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : THE DUNHAM BUSH SAVINGS PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$439,244
Expenses. Total of all expenses incurred	2010-12-31	$289,585
Benefits paid (including direct rollovers)	2010-12-31	$288,948
Total plan assets at end of year	2010-12-31	$2,693,043
Total plan assets at beginning of year	2010-12-31	$2,543,384
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$118,683
Other income received	2010-12-31	$289,239
Net income (gross income less expenses)	2010-12-31	$149,659
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,693,043
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,543,384
Assets. Value of participant loans	2010-12-31	$67,680
Total contributions received or receivable from employer(s)	2010-12-31	$31,322
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$637
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for THE DUNHAM BUSH SAVINGS PLAN

2013: THE DUNHAM BUSH SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE DUNHAM BUSH SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE DUNHAM BUSH SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE DUNHAM BUSH SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
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

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Company Name:	DUNHAM BUSH, INC
Employer identification number (EIN):	061414049
NAIC Classification:	339900

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	2420809