401k Plan data: PAVILION ADVISORY GROUP INC. 401(K) PLAN plan

PAVILION ADVISORY GROUP INC. 401(K) PLAN 401k Plan overview

Plan Name	PAVILION ADVISORY GROUP INC. 401(K) PLAN
Plan identification number	001

PAVILION ADVISORY GROUP INC. 401(K) PLAN 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PAVILION ADVISORY GROUP INC. has sponsored the creation of one or more 401k plans.

Company Name: PAVILION ADVISORY GROUP INC.

Employer identification number (EIN): 043831795

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAVILION ADVISORY GROUP INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 CHRIS CURRY
001 2015-01-01 CHRIS CURRY
001 2014-01-01 JAMIE ABBOTT
001 2013-01-01 JAMIE ABBOTT
001 2012-02-01 CHRISTINE HORVATH

Plan id#	Filing Submission Date	Name of Administrator
001	2016-01-01	CHRIS CURRY
001	2015-01-01	CHRIS CURRY
001	2014-01-01	JAMIE ABBOTT
001	2013-01-01	JAMIE ABBOTT
001	2012-02-01	CHRISTINE HORVATH

Plan Statistics for PAVILION ADVISORY GROUP INC. 401(K) PLAN

401k plan membership statisitcs for PAVILION ADVISORY GROUP INC. 401(K) PLAN

Measure Date Value
2016: PAVILION ADVISORY GROUP INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 138
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 24
Total of all active and inactive participants 2016-01-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 162
Number of participants with account balances 2016-01-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: PAVILION ADVISORY GROUP INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 36
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 12
Total of all active and inactive participants 2015-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 48
Number of participants with account balances 2015-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: PAVILION ADVISORY GROUP INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 36
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 4
Total of all active and inactive participants 2014-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 40
Number of participants with account balances 2014-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: PAVILION ADVISORY GROUP INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 25
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 1
Total of all active and inactive participants 2013-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 26
Number of participants with account balances 2013-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PAVILION ADVISORY GROUP INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-02-01 25
Total number of active participants reported on line 7a of the Form 5500 2012-02-01 23
Number of retired or separated participants receiving benefits 2012-02-01 0
Number of other retired or separated participants entitled to future benefits 2012-02-01 3
Total of all active and inactive participants 2012-02-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-02-01 0
Total participants 2012-02-01 26
Number of participants with account balances 2012-02-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-02-01 2

Measure	Date	Value
2016: PAVILION ADVISORY GROUP INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	138
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	24
Total of all active and inactive participants	2016-01-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	162
Number of participants with account balances	2016-01-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: PAVILION ADVISORY GROUP INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	36
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	12
Total of all active and inactive participants	2015-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	48
Number of participants with account balances	2015-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: PAVILION ADVISORY GROUP INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	36
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	4
Total of all active and inactive participants	2014-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	40
Number of participants with account balances	2014-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: PAVILION ADVISORY GROUP INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	25
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	1
Total of all active and inactive participants	2013-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	26
Number of participants with account balances	2013-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PAVILION ADVISORY GROUP INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-02-01	25
Total number of active participants reported on line 7a of the Form 5500	2012-02-01	23
Number of retired or separated participants receiving benefits	2012-02-01	0
Number of other retired or separated participants entitled to future benefits	2012-02-01	3
Total of all active and inactive participants	2012-02-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-02-01	0
Total participants	2012-02-01	26
Number of participants with account balances	2012-02-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-02-01	2

Financial Data on PAVILION ADVISORY GROUP INC. 401(K) PLAN

Measure	Date	Value
2016 : PAVILION ADVISORY GROUP INC. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$2,790,098
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$5,796,894
Expenses. Total of all expenses incurred	2016-12-31	$577,746
Benefits paid (including direct rollovers)	2016-12-31	$562,490
Total plan assets at end of year	2016-12-31	$13,705,835
Total plan assets at beginning of year	2016-12-31	$5,696,589
Value of fidelity bond covering the plan	2016-12-31	$2,000,000
Total contributions received or receivable from participants	2016-12-31	$693,227
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$3,855,045
Other income received	2016-12-31	$886,627
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$5,219,148
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$13,705,835
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$5,696,589
Assets. Value of participant loans	2016-12-31	$306,081
Total contributions received or receivable from employer(s)	2016-12-31	$361,995
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$15,256
2015 : PAVILION ADVISORY GROUP INC. 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$360,437
Expenses. Total of all expenses incurred	2015-12-31	$14,125
Benefits paid (including direct rollovers)	2015-12-31	$8,115
Total plan assets at end of year	2015-12-31	$5,696,589
Total plan assets at beginning of year	2015-12-31	$5,350,277
Value of fidelity bond covering the plan	2015-12-31	$2,000,000
Total contributions received or receivable from participants	2015-12-31	$390,818
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$39,021
Other income received	2015-12-31	$-249,260
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$346,312
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,696,589
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,350,277
Assets. Value of participant loans	2015-12-31	$144,010
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$179,858
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$6,010
2014 : PAVILION ADVISORY GROUP INC. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$901,674
Expenses. Total of all expenses incurred	2014-12-31	$513,941
Benefits paid (including direct rollovers)	2014-12-31	$485,219
Total plan assets at end of year	2014-12-31	$5,350,277
Total plan assets at beginning of year	2014-12-31	$4,962,544
Value of fidelity bond covering the plan	2014-12-31	$400,000
Total contributions received or receivable from participants	2014-12-31	$323,256
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$236,362
Other income received	2014-12-31	$193,256
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$387,733
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,350,277
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,962,544
Assets. Value of participant loans	2014-12-31	$126,462
Total contributions received or receivable from employer(s)	2014-12-31	$148,800
Value of certain deemed distributions of participant loans	2014-12-31	$28,059
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$663
2013 : PAVILION ADVISORY GROUP INC. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$979,901
Expenses. Total of all expenses incurred	2013-12-31	$52,133
Benefits paid (including direct rollovers)	2013-12-31	$51,591
Total plan assets at end of year	2013-12-31	$4,962,544
Total plan assets at beginning of year	2013-12-31	$4,034,776
Value of fidelity bond covering the plan	2013-12-31	$400,000
Total contributions received or receivable from participants	2013-12-31	$279,216
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$588,150
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$927,768
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,962,544
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,034,776
Assets. Value of participant loans	2013-12-31	$112,539
Total contributions received or receivable from employer(s)	2013-12-31	$112,535
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$542
2012 : PAVILION ADVISORY GROUP INC. 401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$4,269,971
Total income from all sources	2012-12-31	$603,727
Expenses. Total of all expenses incurred	2012-12-31	$838,922
Benefits paid (including direct rollovers)	2012-12-31	$838,645
Total plan assets at end of year	2012-12-31	$4,034,776
Total plan assets at beginning of year	2012-12-31	$0
Value of fidelity bond covering the plan	2012-12-31	$400,000
Total contributions received or receivable from participants	2012-12-31	$205,226
Other income received	2012-12-31	$312,774
Net income (gross income less expenses)	2012-12-31	$-235,195
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,034,776
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Assets. Value of participant loans	2012-12-31	$108,919
Total contributions received or receivable from employer(s)	2012-12-31	$85,727
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$277
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for PAVILION ADVISORY GROUP INC. 401(K) PLAN

2016: PAVILION ADVISORY GROUP INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PAVILION ADVISORY GROUP INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PAVILION ADVISORY GROUP INC. 401(K) PLAN 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	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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: PAVILION ADVISORY GROUP INC. 401(K) PLAN 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: PAVILION ADVISORY GROUP INC. 401(K) PLAN 2012 form 5500 responses
2012-02-01	Type of plan entity	Single employer plan
2012-02-01	First time form 5500 has been submitted	Yes
2012-02-01	Submission has been amended	No
2012-02-01	This submission is the final filing	No
2012-02-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-02-01	Plan funding arrangement – Trust	Yes
2012-02-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PAVILION ADVISORY GROUP INC.
Employer identification number (EIN):	043831795
NAIC Classification:	523900