401k Plan data: THE COLSON EMPLOYEES RETIREMENT PLAN plan

THE COLSON EMPLOYEES RETIREMENT PLAN 401k Plan overview

Plan Name	THE COLSON EMPLOYEES RETIREMENT PLAN
Plan identification number	001

THE COLSON EMPLOYEES RETIREMENT 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

COLSON GROUP HOLDINGS, LLC has sponsored the creation of one or more 401k plans.

Company Name: COLSON GROUP HOLDINGS, LLC

Employer identification number (EIN): 363041768

NAIC Classification: 332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE COLSON EMPLOYEES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2011-01-01 REBECCA SPOONER
001 2009-01-01 LOUHON TUCKER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2011-01-01	REBECCA SPOONER
001	2009-01-01	LOUHON TUCKER

Plan Statistics for THE COLSON EMPLOYEES RETIREMENT PLAN

401k plan membership statisitcs for THE COLSON EMPLOYEES RETIREMENT PLAN

Measure Date Value
2011: THE COLSON EMPLOYEES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,283
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,062
Number of retired or separated participants receiving benefits 2011-01-01 5
Number of other retired or separated participants entitled to future benefits 2011-01-01 162
Total of all active and inactive participants 2011-01-01 1,229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 16
Total participants 2011-01-01 1,245
Number of participants with account balances 2011-01-01 1,161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 52
2009: THE COLSON EMPLOYEES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,333
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1,024
Number of retired or separated participants receiving benefits 2009-01-01 3
Number of other retired or separated participants entitled to future benefits 2009-01-01 349
Total of all active and inactive participants 2009-01-01 1,376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 9
Total participants 2009-01-01 1,385
Number of participants with account balances 2009-01-01 1,275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 26

Measure	Date	Value
2011: THE COLSON EMPLOYEES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,283
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,062
Number of retired or separated participants receiving benefits	2011-01-01	5
Number of other retired or separated participants entitled to future benefits	2011-01-01	162
Total of all active and inactive participants	2011-01-01	1,229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	16
Total participants	2011-01-01	1,245
Number of participants with account balances	2011-01-01	1,161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	52
2009: THE COLSON EMPLOYEES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,333
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1,024
Number of retired or separated participants receiving benefits	2009-01-01	3
Number of other retired or separated participants entitled to future benefits	2009-01-01	349
Total of all active and inactive participants	2009-01-01	1,376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	9
Total participants	2009-01-01	1,385
Number of participants with account balances	2009-01-01	1,275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	26

Financial Data on THE COLSON EMPLOYEES RETIREMENT PLAN

Measure	Date	Value
2011 : THE COLSON EMPLOYEES RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$7,135,851
Total of all expenses incurred	2011-12-31	$3,723,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$3,640,284
Expenses. Certain deemed distributions of participant loans	2011-12-31	$21,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$7,852,461
Value of total assets at end of year	2011-12-31	$53,148,138
Value of total assets at beginning of year	2011-12-31	$49,735,697
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$61,152
Total interest from all sources	2011-12-31	$81,629
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$829,489
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$829,489
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$3,676,120
Participant contributions at end of year	2011-12-31	$1,463,575
Participant contributions at beginning of year	2011-12-31	$1,381,245
Participant contributions at end of year	2011-12-31	$313,872
Participant contributions at beginning of year	2011-12-31	$295,480
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$387,183
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$6,977
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$0
Administrative expenses (other) incurred	2011-12-31	$61,152
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$3,412,441
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$53,148,138
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$49,735,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$37,696,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$34,249,282
Interest on participant loans	2011-12-31	$81,629
Value of interest in common/collective trusts at end of year	2011-12-31	$9,880,769
Value of interest in common/collective trusts at beginning of year	2011-12-31	$10,303,164
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$273
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$273
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$273
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,918,824
Net investment gain or loss from common/collective trusts	2011-12-31	$291,096
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$3,789,158
Employer contributions (assets) at end of year	2011-12-31	$3,786,154
Employer contributions (assets) at beginning of year	2011-12-31	$3,506,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$3,640,284
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	GRANT THORNTON
Accountancy firm EIN	2011-12-31	366055558
2010 : THE COLSON EMPLOYEES RETIREMENT PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$-6,248
Total income from all sources (including contributions)	2010-12-31	$11,237,722
Total of all expenses incurred	2010-12-31	$2,242,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$2,158,657
Expenses. Certain deemed distributions of participant loans	2010-12-31	$9,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$6,859,089
Value of total assets at end of year	2010-12-31	$49,735,697
Value of total assets at beginning of year	2010-12-31	$40,733,775
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$74,230
Total interest from all sources	2010-12-31	$95,711
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$660,244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$660,244
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$3,246,791
Participant contributions at end of year	2010-12-31	$1,381,245
Participant contributions at beginning of year	2010-12-31	$1,323,095
Participant contributions at end of year	2010-12-31	$295,480
Participant contributions at beginning of year	2010-12-31	$245,488
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$106,393
Administrative expenses (other) incurred	2010-12-31	$74,230
Liabilities. Value of operating payables at end of year	2010-12-31	$0
Liabilities. Value of operating payables at beginning of year	2010-12-31	$-6,248
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$8,995,674
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$49,735,697
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$40,740,023
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$34,249,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$27,129,039
Interest on participant loans	2010-12-31	$95,711
Value of interest in common/collective trusts at end of year	2010-12-31	$10,303,164
Value of interest in common/collective trusts at beginning of year	2010-12-31	$8,998,115
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$273
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$273
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$273
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$3,243,535
Net investment gain or loss from common/collective trusts	2010-12-31	$379,143
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$3,505,905
Employer contributions (assets) at end of year	2010-12-31	$3,506,253
Employer contributions (assets) at beginning of year	2010-12-31	$3,037,765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$2,158,657
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	GRANT THORNTON
Accountancy firm EIN	2010-12-31	366055558
2009 : THE COLSON EMPLOYEES RETIREMENT 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 THE COLSON EMPLOYEES RETIREMENT PLAN

2011: THE COLSON EMPLOYEES RETIREMENT 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 funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE COLSON EMPLOYEES RETIREMENT 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 funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	COLSON GROUP HOLDINGS, LLC
Employer identification number (EIN):	363041768
NAIC Classification:	332900