401k Plan data: SIMPSON EMPLOYEES RETIREMENT TRUST plan

SIMPSON EMPLOYEES RETIREMENT TRUST 401k Plan overview

Plan Name	SIMPSON EMPLOYEES RETIREMENT TRUST
Plan identification number	001

SIMPSON EMPLOYEES RETIREMENT TRUST 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). Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SIMPSON INVESTMENT COMPANY has sponsored the creation of one or more 401k plans.

Company Name: SIMPSON INVESTMENT COMPANY

Employer identification number (EIN): 911314295

NAIC Classification: 551112
NAIC Description: Offices of Other Holding Companies

Additional information about SIMPSON INVESTMENT COMPANY

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 1985-11-26

Company Identification Number: 600614906

Legal Registered Office Address: 1301 5TH AVE SUITE 2700

SEATTLE
United States of America (USA)
981012675

More information about SIMPSON INVESTMENT COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SIMPSON EMPLOYEES RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 STEPHEN ANDERSON
001 2013-01-01 STEPHEN ANDERSON
001 2012-01-01 STEPHEN ANDERSON
001 2011-01-01 STEPHEN ANDERSON
001 2010-01-01 STEPHEN ANDERSON
001 2009-01-01 STEPHEN ANDERSON

Plan id#	Filing Submission Date	Name of Administrator
001	2014-01-01	STEPHEN ANDERSON
001	2013-01-01	STEPHEN ANDERSON
001	2012-01-01	STEPHEN ANDERSON
001	2011-01-01	STEPHEN ANDERSON
001	2010-01-01	STEPHEN ANDERSON
001	2009-01-01	STEPHEN ANDERSON

Plan Statistics for SIMPSON EMPLOYEES RETIREMENT TRUST

401k plan membership statisitcs for SIMPSON EMPLOYEES RETIREMENT TRUST

Measure Date Value
2014: SIMPSON EMPLOYEES RETIREMENT TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3,239
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SIMPSON EMPLOYEES RETIREMENT TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3,355
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 166
Number of retired or separated participants receiving benefits 2013-01-01 1,360
Number of other retired or separated participants entitled to future benefits 2013-01-01 1,352
Total of all active and inactive participants 2013-01-01 2,878
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 361
Total participants 2013-01-01 3,239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SIMPSON EMPLOYEES RETIREMENT TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3,457
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 183
Number of retired or separated participants receiving benefits 2012-01-01 1,389
Number of other retired or separated participants entitled to future benefits 2012-01-01 1,431
Total of all active and inactive participants 2012-01-01 3,003
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 352
Total participants 2012-01-01 3,355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SIMPSON EMPLOYEES RETIREMENT TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3,532
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 201
Number of retired or separated participants receiving benefits 2011-01-01 1,378
Number of other retired or separated participants entitled to future benefits 2011-01-01 1,536
Total of all active and inactive participants 2011-01-01 3,115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 342
Total participants 2011-01-01 3,457
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: SIMPSON EMPLOYEES RETIREMENT TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3,616
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 211
Number of retired or separated participants receiving benefits 2010-01-01 1,378
Number of other retired or separated participants entitled to future benefits 2010-01-01 1,612
Total of all active and inactive participants 2010-01-01 3,201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 331
Total participants 2010-01-01 3,532
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: SIMPSON EMPLOYEES RETIREMENT TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3,682
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 253
Number of retired or separated participants receiving benefits 2009-01-01 1,351
Number of other retired or separated participants entitled to future benefits 2009-01-01 1,682
Total of all active and inactive participants 2009-01-01 3,286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 330
Total participants 2009-01-01 3,616
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: SIMPSON EMPLOYEES RETIREMENT TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3,239
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SIMPSON EMPLOYEES RETIREMENT TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3,355
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	166
Number of retired or separated participants receiving benefits	2013-01-01	1,360
Number of other retired or separated participants entitled to future benefits	2013-01-01	1,352
Total of all active and inactive participants	2013-01-01	2,878
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	361
Total participants	2013-01-01	3,239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SIMPSON EMPLOYEES RETIREMENT TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3,457
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	183
Number of retired or separated participants receiving benefits	2012-01-01	1,389
Number of other retired or separated participants entitled to future benefits	2012-01-01	1,431
Total of all active and inactive participants	2012-01-01	3,003
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	352
Total participants	2012-01-01	3,355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SIMPSON EMPLOYEES RETIREMENT TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3,532
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	201
Number of retired or separated participants receiving benefits	2011-01-01	1,378
Number of other retired or separated participants entitled to future benefits	2011-01-01	1,536
Total of all active and inactive participants	2011-01-01	3,115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	342
Total participants	2011-01-01	3,457
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: SIMPSON EMPLOYEES RETIREMENT TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3,616
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	211
Number of retired or separated participants receiving benefits	2010-01-01	1,378
Number of other retired or separated participants entitled to future benefits	2010-01-01	1,612
Total of all active and inactive participants	2010-01-01	3,201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	331
Total participants	2010-01-01	3,532
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: SIMPSON EMPLOYEES RETIREMENT TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3,682
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	253
Number of retired or separated participants receiving benefits	2009-01-01	1,351
Number of other retired or separated participants entitled to future benefits	2009-01-01	1,682
Total of all active and inactive participants	2009-01-01	3,286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	330
Total participants	2009-01-01	3,616
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SIMPSON EMPLOYEES RETIREMENT TRUST

Measure	Date	Value
2014 : SIMPSON EMPLOYEES RETIREMENT TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-08	$0
Total transfer of assets to this plan	2014-06-08	$191,511,080
Total transfer of assets from this plan	2014-06-08	$427,845,585
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-08	$1,914,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-08	$0
Total income from all sources (including contributions)	2014-06-08	$20,514,202
Total loss/gain on sale of assets	2014-06-08	$0
Total of all expenses incurred	2014-06-08	$11,871,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-08	$11,751,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-08	$4,298,000
Value of total assets at end of year	2014-06-08	$1,914,000
Value of total assets at beginning of year	2014-06-08	$227,691,820
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-08	$119,840
Total interest from all sources	2014-06-08	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-06-08	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-08	No
Administrative expenses professional fees incurred	2014-06-08	$86,151
Was this plan covered by a fidelity bond	2014-06-08	Yes
Value of fidelity bond cover	2014-06-08	$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-08	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-08	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-06-08	$1,914,000
Administrative expenses (other) incurred	2014-06-08	$30
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-08	No
Value of net income/loss	2014-06-08	$8,642,685
Value of net assets at end of year (total assets less liabilities)	2014-06-08	$0
Value of net assets at beginning of year (total assets less liabilities)	2014-06-08	$227,691,820
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-08	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-08	No
Were any leases to which the plan was party in default or uncollectible	2014-06-08	No
Value of interest in master investment trust accounts at end of year	2014-06-08	$0
Value of interest in master investment trust accounts at beginning of year	2014-06-08	$225,409,820
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-08	No
Was there a failure to transmit to the plan any participant contributions	2014-06-08	No
Has the plan failed to provide any benefit when due under the plan	2014-06-08	No
Contributions received in cash from employer	2014-06-08	$4,298,000
Employer contributions (assets) at end of year	2014-06-08	$1,914,000
Employer contributions (assets) at beginning of year	2014-06-08	$2,282,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-08	$11,751,677
Contract administrator fees	2014-06-08	$33,659
Did the plan have assets held for investment	2014-06-08	No
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	2014-06-08	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-08	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-08	No
Opinion of an independent qualified public accountant for this plan	2014-06-08	Unqualified
Accountancy firm name	2014-06-08	MOSS ADAMS, LLP
Accountancy firm EIN	2014-06-08	910189318
2013 : SIMPSON EMPLOYEES RETIREMENT TRUST 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	$0
Total income from all sources (including contributions)	2013-12-31	$39,472,823
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$25,399,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$24,559,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$3,827,000
Value of total assets at end of year	2013-12-31	$227,691,820
Value of total assets at beginning of year	2013-12-31	$213,618,808
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$840,172
Total interest from all sources	2013-12-31	$0
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	$167,978
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$10,000,000
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
Administrative expenses (other) incurred	2013-12-31	$628,494
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	$14,073,012
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$227,691,820
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$213,618,808
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
Value of interest in master investment trust accounts at end of year	2013-12-31	$225,409,820
Value of interest in master investment trust accounts at beginning of year	2013-12-31	$208,708,808
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
Contributions received in cash from employer	2013-12-31	$3,827,000
Employer contributions (assets) at end of year	2013-12-31	$2,282,000
Employer contributions (assets) at beginning of year	2013-12-31	$4,910,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$24,559,639
Contract administrator fees	2013-12-31	$43,700
Did the plan have assets held for investment	2013-12-31	No
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	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	MOSS ADAMS, LLP
Accountancy firm EIN	2013-12-31	910189318
2012 : SIMPSON EMPLOYEES RETIREMENT TRUST 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	$28,298,685
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$20,919,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$20,133,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$4,910,000
Value of total assets at end of year	2012-12-31	$213,618,808
Value of total assets at beginning of year	2012-12-31	$206,239,521
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$785,428
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
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	$164,700
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$10,000,000
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	$577,604
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	$7,379,287
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$213,618,808
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$206,239,521
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 master investment trust accounts at end of year	2012-12-31	$208,708,808
Value of interest in master investment trust accounts at beginning of year	2012-12-31	$194,839,521
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	$4,910,000
Employer contributions (assets) at end of year	2012-12-31	$4,910,000
Employer contributions (assets) at beginning of year	2012-12-31	$11,400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$20,133,970
Contract administrator fees	2012-12-31	$43,124
Did the plan have assets held for investment	2012-12-31	No
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	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	MOSS ADAMS, LLP
Accountancy firm EIN	2012-12-31	910189318
2011 : SIMPSON EMPLOYEES RETIREMENT TRUST 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	$11,458,452
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$20,249,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$19,724,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$11,400,000
Value of total assets at end of year	2011-12-31	$206,239,521
Value of total assets at beginning of year	2011-12-31	$215,030,196
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$524,764
Total interest from all sources	2011-12-31	$0
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
Administrative expenses professional fees incurred	2011-12-31	$148,863
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$10,000,000
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	$334,022
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	$-8,790,675
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$206,239,521
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$215,030,196
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 master investment trust accounts at end of year	2011-12-31	$194,839,521
Value of interest in master investment trust accounts at beginning of year	2011-12-31	$215,030,196
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	$11,400,000
Employer contributions (assets) at end of year	2011-12-31	$11,400,000
Employer contributions (assets) at beginning of year	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$19,724,363
Contract administrator fees	2011-12-31	$41,879
Did the plan have assets held for investment	2011-12-31	No
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	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	MOSS ADAMS, LLP
Accountancy firm EIN	2011-12-31	910189318
2010 : SIMPSON EMPLOYEES RETIREMENT TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$26,977,358
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$19,500,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$18,981,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$0
Value of total assets at end of year	2010-12-31	$215,030,196
Value of total assets at beginning of year	2010-12-31	$207,553,410
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$518,725
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
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	$142,827
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$10,000,000
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
Administrative expenses (other) incurred	2010-12-31	$333,074
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	$7,476,786
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$215,030,196
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$207,553,410
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
Value of interest in master investment trust accounts at end of year	2010-12-31	$215,030,196
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$207,553,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
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	$0
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$18,981,847
Contract administrator fees	2010-12-31	$42,824
Did the plan have assets held for investment	2010-12-31	No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	MOSS ADAMS, LLP
Accountancy firm EIN	2010-12-31	910189318
2009 : SIMPSON EMPLOYEES RETIREMENT 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 SIMPSON EMPLOYEES RETIREMENT TRUST

2014: SIMPSON EMPLOYEES RETIREMENT TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	Yes
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SIMPSON EMPLOYEES RETIREMENT TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
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 - Trust	Yes
2012: SIMPSON EMPLOYEES RETIREMENT TRUST 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	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: SIMPSON EMPLOYEES RETIREMENT TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
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: SIMPSON EMPLOYEES RETIREMENT TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
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: SIMPSON EMPLOYEES RETIREMENT TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
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:	SIMPSON INVESTMENT COMPANY
Employer identification number (EIN):	911314295
NAIC Classification:	551112
NAIC Description:	Offices of Other Holding Companies

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	1985-11-26
Company Identification Number:	600614906
Legal Registered Office Address:	1301 5TH AVE SUITE 2700 SEATTLE United States of America (USA) 981012675