401k Plan data: TAX DEFERRED ANNUITY PLANOF SENIOR RESOURCE DEVELOPMENT AGENCY PUEBLO, INC plan

TAX DEFERRED ANNUITY PLANOF SENIOR RESOURCE DEVELOPMENT AGENCY PUEBLO, INC 401k Plan overview

Plan Name	TAX DEFERRED ANNUITY PLANOF SENIOR RESOURCE DEVELOPMENT AGENCY PUEBLO, INC
Plan identification number	001

TAX DEFERRED ANNUITY PLANOF SENIOR RESOURCE DEVELOPMENT AGENCY PUEBLO, INC Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

SENIOR RESOURCE DEVELOPMENT AGENCY, PUEBLO, INC. has sponsored the creation of one or more 401k plans.

Company Name: SENIOR RESOURCE DEVELOPMENT AGENCY, PUEBLO, INC.

Employer identification number (EIN): 840593609

NAIC Classification: 624200

Additional information about SENIOR RESOURCE DEVELOPMENT AGENCY, PUEBLO, INC.

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 1971-01-12

Company Identification Number: 19871244746

Legal Registered Office Address: 230 N Union Ave

Pueblo
United States of America (USA)
81003

More information about SENIOR RESOURCE DEVELOPMENT AGENCY, PUEBLO, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLANOF SENIOR RESOURCE DEVELOPMENT AGENCY PUEBLO, INC

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-01-01 STEPHEN G. HAWROCKI
001 2011-01-01 STEPHEN G. NAWROCKI STEPHEN G. NAWROCKI 2012-08-07
001 2010-01-01 STEPHEN NAWROCKI 2011-08-23 STEPHEN NAWROCKI 2011-08-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2012-01-01	STEPHEN G. HAWROCKI
001	2011-01-01	STEPHEN G. NAWROCKI		STEPHEN G. NAWROCKI	2012-08-07
001	2010-01-01	STEPHEN NAWROCKI	2011-08-23	STEPHEN NAWROCKI	2011-08-23

Plan Statistics for TAX DEFERRED ANNUITY PLANOF SENIOR RESOURCE DEVELOPMENT AGENCY PUEBLO, INC

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLANOF SENIOR RESOURCE DEVELOPMENT AGENCY PUEBLO, INC

Measure Date Value
2012: TAX DEFERRED ANNUITY PLANOF SENIOR RESOURCE DEVELOPMENT AGENCY PUEBLO, INC 2012 401k membership
Total participants, beginning-of-year 2012-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
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 0
Total of all active and inactive participants 2012-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 0
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: TAX DEFERRED ANNUITY PLANOF SENIOR RESOURCE DEVELOPMENT AGENCY PUEBLO, INC 2011 401k membership
Total participants, beginning-of-year 2011-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 117
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 4
Total of all active and inactive participants 2011-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 121
Number of participants with account balances 2011-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2012: TAX DEFERRED ANNUITY PLANOF SENIOR RESOURCE DEVELOPMENT AGENCY PUEBLO, INC 2012 401k membership
Total participants, beginning-of-year	2012-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
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	0
Total of all active and inactive participants	2012-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	0
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: TAX DEFERRED ANNUITY PLANOF SENIOR RESOURCE DEVELOPMENT AGENCY PUEBLO, INC 2011 401k membership
Total participants, beginning-of-year	2011-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	117
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	4
Total of all active and inactive participants	2011-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	121
Number of participants with account balances	2011-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on TAX DEFERRED ANNUITY PLANOF SENIOR RESOURCE DEVELOPMENT AGENCY PUEBLO, INC

Measure	Date	Value
2012 : TAX DEFERRED ANNUITY PLANOF SENIOR RESOURCE DEVELOPMENT AGENCY PUEBLO, INC 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
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	$34,031
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$393,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$393,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$6,435
Value of total assets at end of year	2012-12-31	$0
Value of total assets at beginning of year	2012-12-31	$359,763
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$3,719
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	No
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	$6,435
Income. Received or receivable in cash from other sources (including rollovers)	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	$-359,763
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$359,763
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$182,116
Interest earned on other investments	2012-12-31	$3,719
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$177,647
Net investment gain/loss from pooled separate accounts	2012-12-31	$23,877
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	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$393,794
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	Yes
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	BAIN & JONES, CPAS
Accountancy firm EIN	2012-12-31	027367218
2011 : TAX DEFERRED ANNUITY PLANOF SENIOR RESOURCE DEVELOPMENT AGENCY PUEBLO, INC 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$5,730
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$0
Expenses. Certain deemed distributions of participant loans	2011-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$8,580
Value of total assets at end of year	2011-12-31	$359,763
Value of total assets at beginning of year	2011-12-31	$354,033
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$3,851
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	No
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	$8,580
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$0
Other income not declared elsewhere	2011-12-31	$0
Administrative expenses (other) incurred	2011-12-31	$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	2011-12-31	No
Value of net income/loss	2011-12-31	$5,730
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$359,763
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$354,033
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	$182,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$253,218
Interest on participant loans	2011-12-31	$0
Interest earned on other investments	2011-12-31	$3,851
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$177,647
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$100,815
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$0
Net investment gain/loss from pooled separate accounts	2011-12-31	$-6,701
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	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	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$0
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	Unqualified
Accountancy firm name	2011-12-31	BAIN & JONES
Accountancy firm EIN	2011-12-31	523845284

Form 5500 Responses for TAX DEFERRED ANNUITY PLANOF SENIOR RESOURCE DEVELOPMENT AGENCY PUEBLO, INC

2012: TAX DEFERRED ANNUITY PLANOF SENIOR RESOURCE DEVELOPMENT AGENCY PUEBLO, INC 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	Yes
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 – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: TAX DEFERRED ANNUITY PLANOF SENIOR RESOURCE DEVELOPMENT AGENCY PUEBLO, INC 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes

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Company Name:	SENIOR RESOURCE DEVELOPMENT AGENCY, PUEBLO, INC.
Employer identification number (EIN):	840593609
NAIC Classification:	624200

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	1971-01-12
Company Identification Number:	19871244746
Legal Registered Office Address:	230 N Union Ave Pueblo United States of America (USA) 81003