401k Plan data: CHRISTENSEN GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST plan

CHRISTENSEN GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 401k Plan overview

Plan Name	CHRISTENSEN GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Plan identification number	004

CHRISTENSEN GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Stock bonus Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP. The employer maintaining this ESOP is an S Corporation

401k Sponsoring company profile

CHRISTENSEN GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: CHRISTENSEN GROUP, INC.

Employer identification number (EIN): 410873705

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about CHRISTENSEN GROUP, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 1962-01-22

Company Identification Number: 065010290

Legal Registered Office Address: 5131 NE 94TH AVE STE A

VANCOUVER
United States of America (USA)
986626183

More information about CHRISTENSEN GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHRISTENSEN GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2012-01-01 BRUCE CHRISTENSEN BRUCE CHRISTENSEN 2013-06-19
004 2011-01-01 BRUCE CHRISTENSEN BRUCE CHRISTENSEN 2012-07-24
004 2010-01-01 BRUCE CHRISTENSEN BRUCE CHRISTENSEN 2011-07-19
004 2009-01-01 BRUCE CHRISTENSEN BRUCE CHRISTENSEN 2010-10-04

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
004	2012-01-01	BRUCE CHRISTENSEN	BRUCE CHRISTENSEN	2013-06-19
004	2011-01-01	BRUCE CHRISTENSEN	BRUCE CHRISTENSEN	2012-07-24
004	2010-01-01	BRUCE CHRISTENSEN	BRUCE CHRISTENSEN	2011-07-19
004	2009-01-01	BRUCE CHRISTENSEN	BRUCE CHRISTENSEN	2010-10-04

Plan Statistics for CHRISTENSEN GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

401k plan membership statisitcs for CHRISTENSEN GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure Date Value
2012: CHRISTENSEN GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 60
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 4
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 0
Total participants 2012-01-01 64
Number of participants with account balances 2012-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: CHRISTENSEN GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 55
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 9
Total of all active and inactive participants 2011-01-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 64
Number of participants with account balances 2011-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2010: CHRISTENSEN GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 58
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 4
Total of all active and inactive participants 2010-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 62
Number of participants with account balances 2010-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 3
2009: CHRISTENSEN GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 54
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 2
Total of all active and inactive participants 2009-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 56
Number of participants with account balances 2009-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2012: CHRISTENSEN GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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	60
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	4
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	0
Total participants	2012-01-01	64
Number of participants with account balances	2012-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: CHRISTENSEN GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	55
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	9
Total of all active and inactive participants	2011-01-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	64
Number of participants with account balances	2011-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2010: CHRISTENSEN GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	58
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	4
Total of all active and inactive participants	2010-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	62
Number of participants with account balances	2010-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	3
2009: CHRISTENSEN GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	54
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	2
Total of all active and inactive participants	2009-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	56
Number of participants with account balances	2009-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on CHRISTENSEN GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure	Date	Value
2012 : CHRISTENSEN GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$1,273,921
Total plan liabilities at beginning of year	2012-12-31	$368,546
Total income from all sources	2012-12-31	$1,045,029
Expenses. Total of all expenses incurred	2012-12-31	$1,048,076
Benefits paid (including direct rollovers)	2012-12-31	$1,022,019
Total plan assets at end of year	2012-12-31	$9,750,471
Total plan assets at beginning of year	2012-12-31	$8,848,143
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$26,057
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$902,144
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$-3,047
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$8,476,550
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$8,479,597
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2012-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2012-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2012-12-31	$0
Assets. Value of employer securities	2012-12-31	$9,747,864
Total contributions received or receivable from employer(s)	2012-12-31	$142,885
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$1,019,626
2011 : CHRISTENSEN GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$368,546
Total plan liabilities at beginning of year	2011-12-31	$520,900
Total income from all sources	2011-12-31	$1,651,338
Expenses. Total of all expenses incurred	2011-12-31	$98,511
Benefits paid (including direct rollovers)	2011-12-31	$80,044
Total plan assets at end of year	2011-12-31	$8,848,143
Total plan assets at beginning of year	2011-12-31	$7,447,670
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$18,467
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$1,462,180
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$1,552,827
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$8,479,597
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$6,926,770
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2011-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2011-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2011-12-31	$0
Assets. Value of employer securities	2011-12-31	$8,848,061
Total contributions received or receivable from employer(s)	2011-12-31	$189,158
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : CHRISTENSEN GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$520,900
Total plan liabilities at beginning of year	2010-12-31	$803,748
Total income from all sources	2010-12-31	$1,218,291
Expenses. Total of all expenses incurred	2010-12-31	$41,245
Benefits paid (including direct rollovers)	2010-12-31	$8,228
Total plan assets at end of year	2010-12-31	$7,447,670
Total plan assets at beginning of year	2010-12-31	$6,553,472
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$33,017
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$1,024,589
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$1,177,046
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$6,926,770
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$5,749,724
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2010-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2010-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2010-12-31	$0
Assets. Value of employer securities	2010-12-31	$7,385,881
Total contributions received or receivable from employer(s)	2010-12-31	$193,702
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	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : CHRISTENSEN GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 CHRISTENSEN GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

2012: CHRISTENSEN GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
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: CHRISTENSEN GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
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
2010: CHRISTENSEN GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
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 – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CHRISTENSEN GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
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:	CHRISTENSEN GROUP, INC.
Employer identification number (EIN):	410873705
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	1962-01-22
Company Identification Number:	065010290
Legal Registered Office Address:	5131 NE 94TH AVE STE A VANCOUVER United States of America (USA) 986626183