401k Plan data: CASA DEL SOL AND ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN plan

CASA DEL SOL AND ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	CASA DEL SOL AND ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN
Plan identification number	001

CASA DEL SOL AND ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.

401k Sponsoring company profile

CASA DEL SOL AND ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

Company Name: CASA DEL SOL AND ASSOCIATES, LLC

Employer identification number (EIN): 203989070

NAIC Classification: 236110

Additional information about CASA DEL SOL AND ASSOCIATES, LLC

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services

Incorporation Date:

Company Identification Number: 0600256117

More information about CASA DEL SOL AND ASSOCIATES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASA DEL SOL AND ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 BRIAN KRAPF 2015-01-26
001 2013-01-01 BRIAN KRAPF 2014-07-18
001 2012-01-01 BRIAN KRAPF 2013-07-10
001 2011-01-01 BRIAN KRAPF
001 2009-01-01 BRIAN KRAPF

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2014-01-01	BRIAN KRAPF	2015-01-26
001	2013-01-01	BRIAN KRAPF	2014-07-18
001	2012-01-01	BRIAN KRAPF	2013-07-10
001	2011-01-01	BRIAN KRAPF
001	2009-01-01	BRIAN KRAPF

Plan Statistics for CASA DEL SOL AND ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CASA DEL SOL AND ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2011: CASA DEL SOL AND ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
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 0
Total of all active and inactive participants 2011-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: CASA DEL SOL AND ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
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 1
Total of all active and inactive participants 2009-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3

Measure	Date	Value
2011: CASA DEL SOL AND ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
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	0
Total of all active and inactive participants	2011-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: CASA DEL SOL AND ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
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	1
Total of all active and inactive participants	2009-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3

Financial Data on CASA DEL SOL AND ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2011 : CASA DEL SOL AND ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$282
Expenses. Total of all expenses incurred	2011-12-31	$23,040
Benefits paid (including direct rollovers)	2011-12-31	$21,427
Total plan assets at end of year	2011-12-31	$48,616
Total plan assets at beginning of year	2011-12-31	$71,374
Other income received	2011-12-31	$282
Net income (gross income less expenses)	2011-12-31	$-22,758
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$48,616
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$71,374
Assets. Value of participant loans	2011-12-31	$23,787
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,613
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : CASA DEL SOL AND ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$5,064
Expenses. Total of all expenses incurred	2010-12-31	$2,527
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$71,374
Total plan assets at beginning of year	2010-12-31	$68,837
Value of fidelity bond covering the plan	2010-12-31	$6,884
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$5,064
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$2,537
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$71,374
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$68,837
Assets. Value of participant loans	2010-12-31	$23,787
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,527
2009 : CASA DEL SOL AND ASSOCIATES, LLC 401(K) PROFIT SHARING 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 CASA DEL SOL AND ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

2011: CASA DEL SOL AND ASSOCIATES, LLC 401(K) PROFIT SHARING 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: CASA DEL SOL AND ASSOCIATES, LLC 401(K) PROFIT SHARING 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:	CASA DEL SOL AND ASSOCIATES, LLC
Employer identification number (EIN):	203989070
NAIC Classification:	236110

Jurisdiction of Incorporation:	New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number:	0600256117