401k Plan data: DEER VALLEY PLUMBING CONTRACTORS, INC. PROFIT SHARING PLAN plan

DEER VALLEY PLUMBING CONTRACTORS, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	DEER VALLEY PLUMBING CONTRACTORS, INC. PROFIT SHARING PLAN
Plan identification number	001

DEER VALLEY PLUMBING CONTRACTORS, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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 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.
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

DEER VALLEY PLUMBING CONTRACTORS, INC. has sponsored the creation of one or more 401k plans.

Company Name: DEER VALLEY PLUMBING CONTRACTORS, INC.

Employer identification number (EIN): 860648982

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEER VALLEY PLUMBING CONTRACTORS, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 JOE KERLIN 2013-11-06
001 2012-01-01 JOE KERLIN 2013-09-04
001 2011-01-01 JOE KERLIN 2012-08-13
001 2009-01-01 JOE KERLIN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2013-01-01	JOE KERLIN	2013-11-06
001	2012-01-01	JOE KERLIN	2013-09-04
001	2011-01-01	JOE KERLIN	2012-08-13
001	2009-01-01	JOE KERLIN

Plan Statistics for DEER VALLEY PLUMBING CONTRACTORS, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for DEER VALLEY PLUMBING CONTRACTORS, INC. PROFIT SHARING PLAN

Measure Date Value
2009: DEER VALLEY PLUMBING CONTRACTORS, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 21
Number of other retired or separated participants entitled to future benefits 2009-01-01 25
Total of all active and inactive participants 2009-01-01 46
Total participants 2009-01-01 46
Number of participants with account balances 2009-01-01 31

Measure	Date	Value
2009: DEER VALLEY PLUMBING CONTRACTORS, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	21
Number of other retired or separated participants entitled to future benefits	2009-01-01	25
Total of all active and inactive participants	2009-01-01	46
Total participants	2009-01-01	46
Number of participants with account balances	2009-01-01	31

Financial Data on DEER VALLEY PLUMBING CONTRACTORS, INC. PROFIT SHARING PLAN

Measure	Date	Value
2010 : DEER VALLEY PLUMBING CONTRACTORS, INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$20,367
Expenses. Total of all expenses incurred	2010-12-31	$54,409
Benefits paid (including direct rollovers)	2010-12-31	$50,465
Total plan assets at end of year	2010-12-31	$125,113
Total plan assets at beginning of year	2010-12-31	$159,155
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$5,500
Other income received	2010-12-31	$14,867
Net income (gross income less expenses)	2010-12-31	$-34,042
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$125,113
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$159,155
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$3,944

Form 5500 Responses for DEER VALLEY PLUMBING CONTRACTORS, INC. PROFIT SHARING PLAN

2009: DEER VALLEY PLUMBING CONTRACTORS, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

20126

Policy instance

Insurance contract or identification number	20126
Number of Individuals Covered	40
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $510
Total amount of fees paid to insurance company	USD $1,264
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $510
Amount paid for insurance broker fees	1264
Additional information about fees paid to insurance broker	TPA FORUM COMPENSATION
Insurance broker organization code?	5
Insurance broker name	BOYCE & ASSOCIATES, INC.

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Company Name:	DEER VALLEY PLUMBING CONTRACTORS, INC.
Employer identification number (EIN):	860648982
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors