401k Plan data: HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO EL FENIX CORPORATION plan

HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO EL FENIX CORPORATION 401k Plan overview

Plan Name	HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO EL FENIX CORPORATION
Plan identification number	002

HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO EL FENIX CORPORATION 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

EL FENIX CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: EL FENIX CORPORATION

Employer identification number (EIN): 751299243

NAIC Classification: 722110
NAIC Description: Full-Service Restaurants

Additional information about EL FENIX CORPORATION

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1968-12-30

Company Identification Number: 0025507300

Legal Registered Office Address: 1845 WOODALL RODGERS FWY STE 1100

DALLAS
United States of America (USA)
75201

More information about EL FENIX CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO EL FENIX CORPORATION

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-01-01 LEE D. VOGT
002 2012-01-01 LEE D. VOGT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2013-01-01	LEE D. VOGT
002	2012-01-01	LEE D. VOGT

Plan Statistics for HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO EL FENIX CORPORATION

401k plan membership statisitcs for HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO EL FENIX CORPORATION

Measure Date Value
2013: HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO EL FENIX CORPORATION 2013 401k membership
Total participants, beginning-of-year 2013-01-01 747
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: HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO EL FENIX CORPORATION 2012 401k membership
Total participants, beginning-of-year 2012-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 604
Number of retired or separated participants receiving benefits 2012-01-01 16
Number of other retired or separated participants entitled to future benefits 2012-01-01 9
Total of all active and inactive participants 2012-01-01 629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 629
Number of participants with account balances 2012-01-01 217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2013: HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO EL FENIX CORPORATION 2013 401k membership
Total participants, beginning-of-year	2013-01-01	747
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: HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO EL FENIX CORPORATION 2012 401k membership
Total participants, beginning-of-year	2012-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	604
Number of retired or separated participants receiving benefits	2012-01-01	16
Number of other retired or separated participants entitled to future benefits	2012-01-01	9
Total of all active and inactive participants	2012-01-01	629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	629
Number of participants with account balances	2012-01-01	217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO EL FENIX CORPORATION

Measure	Date	Value
2013 : HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO EL FENIX CORPORATION 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$6,259
Total income from all sources (including contributions)	2013-12-31	$400,008
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,837,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,811,016
Expenses. Certain deemed distributions of participant loans	2013-12-31	$788
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$162,645
Value of total assets at end of year	2013-12-31	$0
Value of total assets at beginning of year	2013-12-31	$1,444,124
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$26,069
Total interest from all sources	2013-12-31	$4,185
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$26,069
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$105,698
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$101,476
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$56,947
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$1,707,777
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$6,259
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$469
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$-1,437,865
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,437,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Interest on participant loans	2013-12-31	$4,185
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,337,961
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$233,178
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$4,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$103,239
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	SCOTT SKIBBIE, INC.
Accountancy firm EIN	2013-12-31	273523833
2012 : HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO EL FENIX CORPORATION 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$1,301,205
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$6,259
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$285,435
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$148,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$127,225
Expenses. Certain deemed distributions of participant loans	2012-12-31	$8,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$135,504
Value of total assets at end of year	2012-12-31	$1,444,124
Value of total assets at beginning of year	2012-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$12,851
Total interest from all sources	2012-12-31	$1,978
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Transfers to/from the plan	2012-12-31	$1,301,205
Total plan liabilities at end of year	2012-12-31	$6,259
Total income from all sources	2012-12-31	$285,435
Expenses. Total of all expenses incurred	2012-12-31	$148,775
Benefits paid (including direct rollovers)	2012-12-31	$127,225
Total plan assets at end of year	2012-12-31	$1,444,124
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$110,504
Other income received	2012-12-31	$149,931
Net income (gross income less expenses)	2012-12-31	$136,660
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,437,865
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Assets. Value of participant loans	2012-12-31	$101,476
Total contributions received or receivable from employer(s)	2012-12-31	$25,000
Value of corrective distributions	2012-12-31	$8,699
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$12,851
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$12,851
Was this plan covered by a fidelity bond	2012-12-31	Yes
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$110,504
Participant contributions at end of year	2012-12-31	$101,476
Participant contributions at beginning of year	2012-12-31	$0
Total non interest bearing cash at end of year	2012-12-31	$469
Total non interest bearing cash at beginning of year	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$136,660
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,437,865
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Interest on participant loans	2012-12-31	$1,978
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,337,961
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$147,953
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$25,000
Employer contributions (assets) at end of year	2012-12-31	$4,218
Employer contributions (assets) at beginning of year	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$127,225
Liabilities. Value of benefit claims payable at end of year	2012-12-31	$6,259
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$0
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	HUSELTON, MORGAN & MAULTSBY P.C.
Accountancy firm EIN	2012-12-31	752409112

Form 5500 Responses for HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO EL FENIX CORPORATION

2013: HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO EL FENIX CORPORATION 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple 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 – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO EL FENIX CORPORATION 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple employer plan
2012-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	EL FENIX CORPORATION
Employer identification number (EIN):	751299243
NAIC Classification:	722110
NAIC Description:	Full-Service Restaurants

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1968-12-30
Company Identification Number:	0025507300
Legal Registered Office Address:	1845 WOODALL RODGERS FWY STE 1100 DALLAS United States of America (USA) 75201