401k Plan data: ALEXANDER YUEN, INC. THE PENSION TRANSFER TRUST PLAN plan

ALEXANDER YUEN, INC. THE PENSION TRANSFER TRUST PLAN 401k Plan overview

Plan Name	ALEXANDER YUEN, INC. THE PENSION TRANSFER TRUST PLAN
Plan identification number	001

ALEXANDER YUEN, INC. THE PENSION TRANSFER TRUST 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

ALEXANDER YUEN, INC. has sponsored the creation of one or more 401k plans.

Company Name: ALEXANDER YUEN, INC.

Employer identification number (EIN): 203588128

NAIC Classification: 531110
NAIC Description: Lessors of Residential Buildings and Dwellings

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALEXANDER YUEN, INC. THE PENSION TRANSFER TRUST PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 ALICE CHEN
001 2016-01-01 ALICE CHEN
001 2015-01-01 ALICE CHEN
001 2014-01-01 ALEX YUEN
001 2013-01-01 ALEX YUEN
001 2012-01-01 ALEX YUEN
001 2011-01-01 ALEX YUEN

Plan id#	Filing Submission Date	Name of Administrator
001	2017-01-01	ALICE CHEN
001	2016-01-01	ALICE CHEN
001	2015-01-01	ALICE CHEN
001	2014-01-01	ALEX YUEN
001	2013-01-01	ALEX YUEN
001	2012-01-01	ALEX YUEN
001	2011-01-01	ALEX YUEN

Financial Data on ALEXANDER YUEN, INC. THE PENSION TRANSFER TRUST PLAN

Measure	Date	Value
2017 : ALEXANDER YUEN, INC. THE PENSION TRANSFER TRUST PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$5
Expenses. Total of all expenses incurred	2017-12-31	$43
Total plan assets at end of year	2017-12-31	$0
Total plan assets at beginning of year	2017-12-31	$38
Other income received	2017-12-31	$5
Net income (gross income less expenses)	2017-12-31	$-38
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$38
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$43
2016 : ALEXANDER YUEN, INC. THE PENSION TRANSFER TRUST PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$4
Total plan assets at end of year	2016-12-31	$38
Total plan assets at beginning of year	2016-12-31	$34
Value of fidelity bond covering the plan	2016-12-31	$10,000
Other income received	2016-12-31	$4
Net income (gross income less expenses)	2016-12-31	$4
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$38
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$34
2015 : ALEXANDER YUEN, INC. THE PENSION TRANSFER TRUST PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$-1,001
Total plan assets at end of year	2015-12-31	$34
Total plan assets at beginning of year	2015-12-31	$1,035
Value of fidelity bond covering the plan	2015-12-31	$10,000
Other income received	2015-12-31	$-1,001
Net income (gross income less expenses)	2015-12-31	$-1,001
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$34
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,035
Assets. Value of employer securities	2015-12-31	$0
2014 : ALEXANDER YUEN, INC. THE PENSION TRANSFER TRUST 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	$0
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$1,035
Total plan assets at beginning of year	2014-12-31	$1,035
Value of fidelity bond covering the plan	2014-12-31	$10,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$0
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$0
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,035
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,035
Assets. Value of employer securities	2014-12-31	$1,000
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : ALEXANDER YUEN, INC. THE PENSION TRANSFER TRUST 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 plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$0
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$1,035
Total plan assets at beginning of year	2013-12-31	$1,035
Value of fidelity bond covering the plan	2013-12-31	$10,000
Total contributions received or receivable from participants	2013-12-31	$0
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	$0
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$0
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,035
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,035
Assets. Value of employer securities	2013-12-31	$1,000
Total contributions received or receivable from employer(s)	2013-12-31	$0
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	$0
2012 : ALEXANDER YUEN, INC. THE PENSION TRANSFER TRUST PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$0
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$1,035
Total plan assets at beginning of year	2012-12-31	$1,035
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Net income (gross income less expenses)	2012-12-31	$0
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,035
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,035
Assets. Value of employer securities	2012-12-31	$1,000
2011 : ALEXANDER YUEN, INC. THE PENSION TRANSFER TRUST PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$1
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$1,035
Total plan assets at beginning of year	2011-12-31	$1,034
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Other income received	2011-12-31	$1
Net income (gross income less expenses)	2011-12-31	$1
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,035
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,034
Assets. Value of employer securities	2011-12-31	$1,000

Form 5500 Responses for ALEXANDER YUEN, INC. THE PENSION TRANSFER TRUST PLAN

2017: ALEXANDER YUEN, INC. THE PENSION TRANSFER TRUST PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	This submission is the final filing	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ALEXANDER YUEN, INC. THE PENSION TRANSFER TRUST PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ALEXANDER YUEN, INC. THE PENSION TRANSFER TRUST PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ALEXANDER YUEN, INC. THE PENSION TRANSFER TRUST PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ALEXANDER YUEN, INC. THE PENSION TRANSFER TRUST PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ALEXANDER YUEN, INC. THE PENSION TRANSFER TRUST PLAN 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: ALEXANDER YUEN, INC. THE PENSION TRANSFER TRUST PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	First time form 5500 has been submitted	Yes
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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number	1260073-01
Policy instance	1

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Company Name:	ALEXANDER YUEN, INC.
Employer identification number (EIN):	203588128
NAIC Classification:	531110
NAIC Description:	Lessors of Residential Buildings and Dwellings