401k Plan data: EAGLE LEASING COMPANY CASH BALANCE PENSION PLAN plan

EAGLE LEASING COMPANY CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	EAGLE LEASING COMPANY CASH BALANCE PENSION PLAN
Plan identification number	003

EAGLE LEASING COMPANY CASH BALANCE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).

401k Sponsoring company profile

EAGLE LEASING COMPANY has sponsored the creation of one or more 401k plans.

Company Name: EAGLE LEASING COMPANY

Employer identification number (EIN): 060838406

NAIC Classification: 532400
NAIC Description: Commercial and Industrial Machinery and Equipment Rental and Leasing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EAGLE LEASING COMPANY CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2013-10-01 JOSEPH REGAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2013-10-01	JOSEPH REGAN

Plan Statistics for EAGLE LEASING COMPANY CASH BALANCE PENSION PLAN

401k plan membership statisitcs for EAGLE LEASING COMPANY CASH BALANCE PENSION PLAN

Measure Date Value
2013: EAGLE LEASING COMPANY CASH BALANCE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 121
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 107
Number of retired or separated participants receiving benefits 2013-10-01 0
Number of other retired or separated participants entitled to future benefits 2013-10-01 0
Total of all active and inactive participants 2013-10-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 0
Total participants 2013-10-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 14

Measure	Date	Value
2013: EAGLE LEASING COMPANY CASH BALANCE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	121
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	107
Number of retired or separated participants receiving benefits	2013-10-01	0
Number of other retired or separated participants entitled to future benefits	2013-10-01	0
Total of all active and inactive participants	2013-10-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	0
Total participants	2013-10-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	14

Financial Data on EAGLE LEASING COMPANY CASH BALANCE PENSION PLAN

Measure	Date	Value
2014 : EAGLE LEASING COMPANY CASH BALANCE PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-09-30	$0
Total unrealized appreciation/depreciation of assets	2014-09-30	$0
Total income from all sources (including contributions)	2014-09-30	$637,643
Total of all expenses incurred	2014-09-30	$27
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-09-30	$645,073
Value of total assets at end of year	2014-09-30	$637,616
Value of total assets at beginning of year	2014-09-30	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-09-30	$27
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-09-30	No
Was this plan covered by a fidelity bond	2014-09-30	Yes
Value of fidelity bond cover	2014-09-30	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-09-30	No
Total non interest bearing cash at end of year	2014-09-30	$0
Total non interest bearing cash at beginning of year	2014-09-30	$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	2014-09-30	No
Value of net income/loss	2014-09-30	$637,616
Value of net assets at end of year (total assets less liabilities)	2014-09-30	$637,616
Value of net assets at beginning of year (total assets less liabilities)	2014-09-30	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-09-30	No
Were any leases to which the plan was party in default or uncollectible	2014-09-30	No
Investment advisory and management fees	2014-09-30	$27
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-09-30	$492,543
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-09-30	$-7,430
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-09-30	Yes
Was there a failure to transmit to the plan any participant contributions	2014-09-30	No
Has the plan failed to provide any benefit when due under the plan	2014-09-30	No
Contributions received in cash from employer	2014-09-30	$645,073
Employer contributions (assets) at end of year	2014-09-30	$145,073
Did the plan have assets held for investment	2014-09-30	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	2014-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-09-30	Disclaimer
Accountancy firm name	2014-09-30	CARON & BLETZER, PLLC
Accountancy firm EIN	2014-09-30	043499945

Form 5500 Responses for EAGLE LEASING COMPANY CASH BALANCE PENSION PLAN

2013: EAGLE LEASING COMPANY CASH BALANCE PENSION PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	First time form 5500 has been submitted	Yes
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	No
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes

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Company Name:	EAGLE LEASING COMPANY
Employer identification number (EIN):	060838406
NAIC Classification:	532400
NAIC Description:	Commercial and Industrial Machinery and Equipment Rental and Leasing