401k Plan data: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST plan

CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 401k Plan overview

Plan Name	CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST
Plan identification number	001

CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.

401k Sponsoring company profile

JAMCO VENTURES, L.L.C. has sponsored the creation of one or more 401k plans.

Company Name: JAMCO VENTURES, L.L.C.

Employer identification number (EIN): 201931167

NAIC Classification: 238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 JOE MUNIZ JOE MUNIZ 2014-07-31
001 2012-01-01 JOE MUNIZ JOE MUNIZ 2013-10-14
001 2011-01-01 JOE A. MUNIZ 2012-08-23
001 2010-01-01 JOE MUNIZ JOE MUNIZ 2011-10-17
001 2009-01-01 BRITTANY HILBIG BRITTANY HILBIG 2011-07-25

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	JOE MUNIZ		JOE MUNIZ	2014-07-31
001	2012-01-01	JOE MUNIZ		JOE MUNIZ	2013-10-14
001	2011-01-01	JOE A. MUNIZ	2012-08-23
001	2010-01-01	JOE MUNIZ		JOE MUNIZ	2011-10-17
001	2009-01-01	BRITTANY HILBIG		BRITTANY HILBIG	2011-07-25

Plan Statistics for CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST

401k plan membership statisitcs for CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST

Measure Date Value
2013: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
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 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 17
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 17
Number of participants with account balances 2012-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2010: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 84
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 50
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 19
Total of all active and inactive participants 2010-01-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 69
Number of participants with account balances 2010-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 44
Number of other retired or separated participants entitled to future benefits 2009-01-01 21
Total of all active and inactive participants 2009-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 65
Number of participants with account balances 2009-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
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	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	17
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	17
Number of participants with account balances	2012-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2010: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	84
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	50
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	19
Total of all active and inactive participants	2010-01-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	69
Number of participants with account balances	2010-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	44
Number of other retired or separated participants entitled to future benefits	2009-01-01	21
Total of all active and inactive participants	2009-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	65
Number of participants with account balances	2009-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST

Measure	Date	Value
2013 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$28
Expenses. Total of all expenses incurred	2013-12-31	$15,920
Benefits paid (including direct rollovers)	2013-12-31	$15,920
Total plan assets at end of year	2013-12-31	$0
Total plan assets at beginning of year	2013-12-31	$15,892
Value of fidelity bond covering the plan	2013-12-31	$265,000
Other income received	2013-12-31	$28
Net income (gross income less expenses)	2013-12-31	$-15,892
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$15,892
2012 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$173,073
Expenses. Total of all expenses incurred	2012-12-31	$547,142
Benefits paid (including direct rollovers)	2012-12-31	$546,482
Total plan assets at end of year	2012-12-31	$15,892
Total plan assets at beginning of year	2012-12-31	$389,961
Value of fidelity bond covering the plan	2012-12-31	$265,000
Total contributions received or receivable from participants	2012-12-31	$72,620
Expenses. Other expenses not covered elsewhere	2012-12-31	$660
Other income received	2012-12-31	$48,722
Net income (gross income less expenses)	2012-12-31	$-374,069
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$15,892
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$389,961
Total contributions received or receivable from employer(s)	2012-12-31	$51,731
2011 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$106,304
Expenses. Total of all expenses incurred	2011-12-31	$40,994
Benefits paid (including direct rollovers)	2011-12-31	$40,994
Total plan assets at end of year	2011-12-31	$389,961
Total plan assets at beginning of year	2011-12-31	$324,651
Value of fidelity bond covering the plan	2011-12-31	$265,000
Total contributions received or receivable from participants	2011-12-31	$72,922
Other income received	2011-12-31	$-23,507
Net income (gross income less expenses)	2011-12-31	$65,310
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$389,961
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$324,651
Total contributions received or receivable from employer(s)	2011-12-31	$56,889
2010 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$236,137
Expenses. Total of all expenses incurred	2010-12-31	$40,858
Benefits paid (including direct rollovers)	2010-12-31	$40,858
Total plan assets at end of year	2010-12-31	$324,651
Total plan assets at beginning of year	2010-12-31	$129,372
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$80,487
Contributions received from other sources (not participants or employers)	2010-12-31	$43,826
Other income received	2010-12-31	$29,946
Net income (gross income less expenses)	2010-12-31	$195,279
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$324,651
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$129,372
Total contributions received or receivable from employer(s)	2010-12-31	$81,878

Form 5500 Responses for CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST

2013: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 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	Yes
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: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 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 – 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
2010: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
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 – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

941145-01

Policy instance

Insurance contract or identification number	941145-01
Number of Individuals Covered	0
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $0
Insurance broker organization code?	3
Are there contracts with allocated funds for individual policies?	No
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
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	Yes
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
Insurance broker name	NY LIFE SECURITIES, LLC

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

941145-01

Policy instance

Insurance contract or identification number	941145-01
Number of Individuals Covered	17
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $1,354
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $1,354
Insurance broker organization code?	3
Insurance broker name	NY LIFE SECURITIES, LLC

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

941145-01

Policy instance

Insurance contract or identification number	941145-01
Number of Individuals Covered	58
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $592
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

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Company Name:	JAMCO VENTURES, L.L.C.
Employer identification number (EIN):	201931167
NAIC Classification:	238900