401k Plan data: RETIREMENT PLAN FOR EMPLOYEES OF PAGE SOUTHERLAND PAGE plan

RETIREMENT PLAN FOR EMPLOYEES OF PAGE SOUTHERLAND PAGE 401k Plan overview

Plan Name	RETIREMENT PLAN FOR EMPLOYEES OF PAGE SOUTHERLAND PAGE
Plan identification number	001

RETIREMENT PLAN FOR EMPLOYEES OF PAGE SOUTHERLAND PAGE Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

PAGE SOUTHERLAND PAGE, L.L.P. has sponsored the creation of one or more 401k plans.

Company Name: PAGE SOUTHERLAND PAGE, L.L.P.

Employer identification number (EIN): 760664022

NAIC Classification: 541310
NAIC Description: Architectural Services

Additional information about PAGE SOUTHERLAND PAGE, L.L.P.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 2001-02-09

Company Identification Number: 324590

More information about PAGE SOUTHERLAND PAGE, L.L.P.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF PAGE SOUTHERLAND PAGE

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-01-01 CLIFFORD W. LLOYD CLIFFORD W. LLOYD 2013-10-10
001 2011-01-01 CLIFFORD W. LLOYD CLIFFORD W. LLOYD 2012-10-15
001 2010-01-01 CLIFFORD W. LLOYD CLIFFORD W. LLOYD 2011-10-17
001 2009-01-01 CLIFFORD W. LLOYD CLIFFORD W. LLOYD 2010-10-07

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2012-01-01	CLIFFORD W. LLOYD	CLIFFORD W. LLOYD	2013-10-10
001	2011-01-01	CLIFFORD W. LLOYD	CLIFFORD W. LLOYD	2012-10-15
001	2010-01-01	CLIFFORD W. LLOYD	CLIFFORD W. LLOYD	2011-10-17
001	2009-01-01	CLIFFORD W. LLOYD	CLIFFORD W. LLOYD	2010-10-07

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF PAGE SOUTHERLAND PAGE

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF PAGE SOUTHERLAND PAGE

Measure Date Value
2012: RETIREMENT PLAN FOR EMPLOYEES OF PAGE SOUTHERLAND PAGE 2012 401k membership
Total participants, beginning-of-year 2012-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 22
Number of retired or separated participants receiving benefits 2012-01-01 71
Number of other retired or separated participants entitled to future benefits 2012-01-01 55
Total of all active and inactive participants 2012-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 16
Total participants 2012-01-01 164
2011: RETIREMENT PLAN FOR EMPLOYEES OF PAGE SOUTHERLAND PAGE 2011 401k membership
Total participants, beginning-of-year 2011-01-01 167
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 23
Number of retired or separated participants receiving benefits 2011-01-01 69
Number of other retired or separated participants entitled to future benefits 2011-01-01 56
Total of all active and inactive participants 2011-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 17
Total participants 2011-01-01 165
2010: RETIREMENT PLAN FOR EMPLOYEES OF PAGE SOUTHERLAND PAGE 2010 401k membership
Total participants, beginning-of-year 2010-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 25
Number of retired or separated participants receiving benefits 2010-01-01 81
Number of other retired or separated participants entitled to future benefits 2010-01-01 57
Total of all active and inactive participants 2010-01-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 4
Total participants 2010-01-01 167
2009: RETIREMENT PLAN FOR EMPLOYEES OF PAGE SOUTHERLAND PAGE 2009 401k membership
Total participants, beginning-of-year 2009-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 27
Number of retired or separated participants receiving benefits 2009-01-01 63
Number of other retired or separated participants entitled to future benefits 2009-01-01 59
Total of all active and inactive participants 2009-01-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 21
Total participants 2009-01-01 170

Measure	Date	Value
2012: RETIREMENT PLAN FOR EMPLOYEES OF PAGE SOUTHERLAND PAGE 2012 401k membership
Total participants, beginning-of-year	2012-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	22
Number of retired or separated participants receiving benefits	2012-01-01	71
Number of other retired or separated participants entitled to future benefits	2012-01-01	55
Total of all active and inactive participants	2012-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	16
Total participants	2012-01-01	164
2011: RETIREMENT PLAN FOR EMPLOYEES OF PAGE SOUTHERLAND PAGE 2011 401k membership
Total participants, beginning-of-year	2011-01-01	167
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	23
Number of retired or separated participants receiving benefits	2011-01-01	69
Number of other retired or separated participants entitled to future benefits	2011-01-01	56
Total of all active and inactive participants	2011-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	17
Total participants	2011-01-01	165
2010: RETIREMENT PLAN FOR EMPLOYEES OF PAGE SOUTHERLAND PAGE 2010 401k membership
Total participants, beginning-of-year	2010-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	25
Number of retired or separated participants receiving benefits	2010-01-01	81
Number of other retired or separated participants entitled to future benefits	2010-01-01	57
Total of all active and inactive participants	2010-01-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	4
Total participants	2010-01-01	167
2009: RETIREMENT PLAN FOR EMPLOYEES OF PAGE SOUTHERLAND PAGE 2009 401k membership
Total participants, beginning-of-year	2009-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	27
Number of retired or separated participants receiving benefits	2009-01-01	63
Number of other retired or separated participants entitled to future benefits	2009-01-01	59
Total of all active and inactive participants	2009-01-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	21
Total participants	2009-01-01	170

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF PAGE SOUTHERLAND PAGE

Measure	Date	Value
2012 : RETIREMENT PLAN FOR EMPLOYEES OF PAGE SOUTHERLAND PAGE 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$523,264
Total unrealized appreciation/depreciation of assets	2012-12-31	$523,264
Total income from all sources (including contributions)	2012-12-31	$2,020,494
Total loss/gain on sale of assets	2012-12-31	$97,386
Total of all expenses incurred	2012-12-31	$966,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$837,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,139,043
Value of total assets at end of year	2012-12-31	$8,046,372
Value of total assets at beginning of year	2012-12-31	$6,992,760
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$129,133
Total interest from all sources	2012-12-31	$123
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$260,678
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	$81,302
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
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
Administrative expenses (other) incurred	2012-12-31	$42,826
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	$1,053,612
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$8,046,372
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$6,992,760
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
Investment advisory and management fees	2012-12-31	$5,005
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$7,916,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$6,855,256
Interest earned on other investments	2012-12-31	$123
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$129,787
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$137,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$137,504
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
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	$1,139,043
Income. Dividends from common stock	2012-12-31	$260,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$837,749
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	2012-12-31	No
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
Aggregate proceeds on sale of assets	2012-12-31	$1,627,373
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$1,529,987
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
2011 : RETIREMENT PLAN FOR EMPLOYEES OF PAGE SOUTHERLAND PAGE 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-97,725
Total unrealized appreciation/depreciation of assets	2011-12-31	$-97,725
Total income from all sources (including contributions)	2011-12-31	$911,756
Total loss/gain on sale of assets	2011-12-31	$-69,097
Total of all expenses incurred	2011-12-31	$1,012,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$876,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$750,419
Value of total assets at end of year	2011-12-31	$6,992,760
Value of total assets at beginning of year	2011-12-31	$7,093,998
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$136,908
Total interest from all sources	2011-12-31	$245
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$327,914
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$92,792
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
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
Administrative expenses (other) incurred	2011-12-31	$37,452
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	$-101,238
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$6,992,760
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$7,093,998
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
Assets. partnership/joint venture interests at end of year	2011-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2011-12-31	$936,590
Investment advisory and management fees	2011-12-31	$6,664
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$6,855,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$5,715,077
Interest earned on other investments	2011-12-31	$245
Income. Interest from US Government securities	2011-12-31	$0
Income. Interest from corporate debt instruments	2011-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$137,504
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$442,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$442,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
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	$750,419
Income. Dividends from common stock	2011-12-31	$327,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$876,086
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
Aggregate proceeds on sale of assets	2011-12-31	$5,139,047
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$5,208,144
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	HUSELTON, MORGAN & MAULTSBY, P.C.
Accountancy firm EIN	2011-12-31	752409112
2010 : RETIREMENT PLAN FOR EMPLOYEES OF PAGE SOUTHERLAND PAGE 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$-330,905
Total unrealized appreciation/depreciation of assets	2010-12-31	$-330,905
Total income from all sources (including contributions)	2010-12-31	$1,191,181
Total loss/gain on sale of assets	2010-12-31	$544,654
Total of all expenses incurred	2010-12-31	$1,060,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$869,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$812,435
Value of total assets at end of year	2010-12-31	$7,093,998
Value of total assets at beginning of year	2010-12-31	$6,963,350
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$191,417
Total interest from all sources	2010-12-31	$37,119
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$127,878
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$160,834
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$74,587
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
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
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$48,127
Administrative expenses (other) incurred	2010-12-31	$30,583
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	$130,648
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$7,093,998
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$6,963,350
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
Assets. partnership/joint venture interests at end of year	2010-12-31	$936,590
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$1,794,985
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$5,715,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,351,751
Interest earned on other investments	2010-12-31	$190
Income. Interest from US Government securities	2010-12-31	$12,678
Income. Interest from corporate debt instruments	2010-12-31	$24,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$442,331
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$146,621
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$146,621
Asset value of US Government securities at beginning of year	2010-12-31	$346,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
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	$812,435
Income. Dividends from common stock	2010-12-31	$127,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$869,116
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$662,206
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
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$2,538,889
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
Aggregate proceeds on sale of assets	2010-12-31	$21,842,486
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$21,297,832
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	HUSELTON, MORGAN & MAULTSBY, P.C.
Accountancy firm EIN	2010-12-31	752409112

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF PAGE SOUTHERLAND PAGE

2012: RETIREMENT PLAN FOR EMPLOYEES OF PAGE SOUTHERLAND PAGE 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: RETIREMENT PLAN FOR EMPLOYEES OF PAGE SOUTHERLAND PAGE 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: RETIREMENT PLAN FOR EMPLOYEES OF PAGE SOUTHERLAND PAGE 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: RETIREMENT PLAN FOR EMPLOYEES OF PAGE SOUTHERLAND PAGE 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	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PAGE SOUTHERLAND PAGE, L.L.P.
Employer identification number (EIN):	760664022
NAIC Classification:	541310
NAIC Description:	Architectural Services

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	2001-02-09
Company Identification Number:	324590