401k Plan data: ALVIS HOUSE PENSION PLAN plan

ALVIS HOUSE PENSION PLAN 401k Plan overview

Plan Name	ALVIS HOUSE PENSION PLAN
Plan identification number	001

ALVIS HOUSE PENSION PLAN 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 covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

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

Company Name: ALVIS, INC.

Employer identification number (EIN): 310743167

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Additional information about ALVIS, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1966-09-28

Company Identification Number: 354620

Legal Registered Office Address: 41 S. HIGH STREET
SUITE 2600
COLUMBUS
United States of America (USA)
43215

More information about ALVIS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALVIS HOUSE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 DENISE ROBINSON DENISE ROBINSON 2015-07-09
001 2013-01-01 DENISE ROBINSON DENISE ROBINSON 2014-06-26
001 2012-01-01 DENISE ROBINSON DENISE ROBINSON 2013-07-09
001 2011-01-01 DENISE ROBINSON DENISE ROBINSON 2012-10-11
001 2010-01-01 DENISE ROBINSON DENISE ROBINSON 2011-07-25
001 2009-01-01 DENISE ROBINSON DENISE ROBINSON 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	DENISE ROBINSON	DENISE ROBINSON	2015-07-09
001	2013-01-01	DENISE ROBINSON	DENISE ROBINSON	2014-06-26
001	2012-01-01	DENISE ROBINSON	DENISE ROBINSON	2013-07-09
001	2011-01-01	DENISE ROBINSON	DENISE ROBINSON	2012-10-11
001	2010-01-01	DENISE ROBINSON	DENISE ROBINSON	2011-07-25
001	2009-01-01	DENISE ROBINSON	DENISE ROBINSON	2010-10-14

Plan Statistics for ALVIS HOUSE PENSION PLAN

401k plan membership statisitcs for ALVIS HOUSE PENSION PLAN

Measure Date Value
2014: ALVIS HOUSE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 115
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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ALVIS HOUSE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 39
Number of retired or separated participants receiving benefits 2013-01-01 11
Number of other retired or separated participants entitled to future benefits 2013-01-01 62
Total of all active and inactive participants 2013-01-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 3
Total participants 2013-01-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ALVIS HOUSE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 43
Number of retired or separated participants receiving benefits 2012-01-01 12
Number of other retired or separated participants entitled to future benefits 2012-01-01 61
Total of all active and inactive participants 2012-01-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2
Total participants 2012-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ALVIS HOUSE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 49
Number of retired or separated participants receiving benefits 2011-01-01 12
Number of other retired or separated participants entitled to future benefits 2011-01-01 63
Total of all active and inactive participants 2011-01-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: ALVIS HOUSE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 50
Number of retired or separated participants receiving benefits 2010-01-01 12
Number of other retired or separated participants entitled to future benefits 2010-01-01 63
Total of all active and inactive participants 2010-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 2
Total participants 2010-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 2
2009: ALVIS HOUSE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 60
Number of retired or separated participants receiving benefits 2009-01-01 13
Number of other retired or separated participants entitled to future benefits 2009-01-01 58
Total of all active and inactive participants 2009-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 2
Total participants 2009-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 6

Measure	Date	Value
2014: ALVIS HOUSE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	115
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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ALVIS HOUSE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	39
Number of retired or separated participants receiving benefits	2013-01-01	11
Number of other retired or separated participants entitled to future benefits	2013-01-01	62
Total of all active and inactive participants	2013-01-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	3
Total participants	2013-01-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ALVIS HOUSE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	43
Number of retired or separated participants receiving benefits	2012-01-01	12
Number of other retired or separated participants entitled to future benefits	2012-01-01	61
Total of all active and inactive participants	2012-01-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ALVIS HOUSE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	49
Number of retired or separated participants receiving benefits	2011-01-01	12
Number of other retired or separated participants entitled to future benefits	2011-01-01	63
Total of all active and inactive participants	2011-01-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ALVIS HOUSE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	50
Number of retired or separated participants receiving benefits	2010-01-01	12
Number of other retired or separated participants entitled to future benefits	2010-01-01	63
Total of all active and inactive participants	2010-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	2
Total participants	2010-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	2
2009: ALVIS HOUSE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	60
Number of retired or separated participants receiving benefits	2009-01-01	13
Number of other retired or separated participants entitled to future benefits	2009-01-01	58
Total of all active and inactive participants	2009-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	2
Total participants	2009-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	6

Financial Data on ALVIS HOUSE PENSION PLAN

Measure	Date	Value
2014 : ALVIS HOUSE PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-09-19	$0
Total transfer of assets to this plan	2014-09-19	$0
Total transfer of assets from this plan	2014-09-19	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-09-19	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-09-19	$584
Total income from all sources (including contributions)	2014-09-19	$84,119
Total loss/gain on sale of assets	2014-09-19	$0
Total of all expenses incurred	2014-09-19	$4,806,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-09-19	$4,754,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-09-19	$0
Value of total assets at end of year	2014-09-19	$0
Value of total assets at beginning of year	2014-09-19	$4,723,237
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-09-19	$52,109
Total interest from all sources	2014-09-19	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-09-19	$560
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-09-19	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2014-09-19	$0
Total dividends received from registered investment company shares (eg mutual funds)	2014-09-19	$560
Administrative expenses professional fees incurred	2014-09-19	$46,623
Was this plan covered by a fidelity bond	2014-09-19	Yes
Value of fidelity bond cover	2014-09-19	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-09-19	$0
Were there any nonexempt tranactions with any party-in-interest	2014-09-19	No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-09-19	$0
Total non interest bearing cash at end of year	2014-09-19	$0
Total non interest bearing cash at beginning of year	2014-09-19	$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	2014-09-19	No
Value of net income/loss	2014-09-19	$-4,722,653
Value of net assets at end of year (total assets less liabilities)	2014-09-19	$0
Value of net assets at beginning of year (total assets less liabilities)	2014-09-19	$4,722,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-09-19	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-09-19	No
Were any leases to which the plan was party in default or uncollectible	2014-09-19	No
Investment advisory and management fees	2014-09-19	$5,486
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-09-19	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-09-19	$4,307,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-09-19	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-09-19	$415,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-09-19	$415,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-09-19	$83,559
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-09-19	Yes
Was there a failure to transmit to the plan any participant contributions	2014-09-19	No
Has the plan failed to provide any benefit when due under the plan	2014-09-19	No
Contributions received in cash from employer	2014-09-19	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-09-19	$4,754,663
Liabilities. Value of benefit claims payable at end of year	2014-09-19	$0
Liabilities. Value of benefit claims payable at beginning of year	2014-09-19	$584
Did the plan have assets held for investment	2014-09-19	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	2014-09-19	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-09-19	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-09-19	Yes
Opinion of an independent qualified public accountant for this plan	2014-09-19	Disclaimer
Accountancy firm name	2014-09-19	GBQ PARTNERS LLP
Accountancy firm EIN	2014-09-19	202122306
2013 : ALVIS HOUSE PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$0
Total transfer of assets from this plan	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$584
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	$980,224
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$141,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$128,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$275,000
Value of total assets at end of year	2013-12-31	$4,723,237
Value of total assets at beginning of year	2013-12-31	$3,883,939
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$12,839
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$182,808
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$182,808
Administrative expenses professional fees incurred	2013-12-31	$9,116
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$0
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$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	2013-12-31	No
Value of net income/loss	2013-12-31	$838,714
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$4,722,653
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,883,939
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
Investment advisory and management fees	2013-12-31	$3,723
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$4,307,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,722,659
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$415,334
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$161,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$161,280
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$522,416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
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	$275,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$128,671
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$584
Did the plan have assets held for investment	2013-12-31	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	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	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	GBQ PARTNERS LLP
Accountancy firm EIN	2013-12-31	202122306
2012 : ALVIS HOUSE PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$0
Total transfer of assets from this plan	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	$662,365
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$518,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$504,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$265,000
Value of total assets at end of year	2012-12-31	$3,883,939
Value of total assets at beginning of year	2012-12-31	$3,740,239
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$14,030
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$55,911
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$55,911
Administrative expenses professional fees incurred	2012-12-31	$9,082
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$400,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$2,454
Other income not declared elsewhere	2012-12-31	$-2,454
Total non interest bearing cash at end of year	2012-12-31	$0
Total non interest bearing cash at beginning of year	2012-12-31	$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	2012-12-31	No
Value of net income/loss	2012-12-31	$143,700
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,883,939
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,740,239
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
Investment advisory and management fees	2012-12-31	$4,948
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$3,722,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,052,718
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$161,280
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$1,685,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$1,685,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$343,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
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	$265,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$504,635
Did the plan have assets held for investment	2012-12-31	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	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	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	GBQ PARTNERS LLP
Accountancy firm EIN	2012-12-31	202122306
2011 : ALVIS HOUSE PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$0
Total transfer of assets from this plan	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	$289,572
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$181,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$168,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$180,000
Value of total assets at end of year	2011-12-31	$3,740,239
Value of total assets at beginning of year	2011-12-31	$3,632,368
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$13,126
Total interest from all sources	2011-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$41,348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$41,348
Administrative expenses professional fees incurred	2011-12-31	$11,486
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$400,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$2,454
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$2,454
Total non interest bearing cash at end of year	2011-12-31	$0
Total non interest bearing cash at beginning of year	2011-12-31	$17,267
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	$107,871
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,740,239
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,632,368
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
Investment advisory and management fees	2011-12-31	$1,640
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,052,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,612,647
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$1,685,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$68,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
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	$180,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$168,575
Did the plan have assets held for investment	2011-12-31	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	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	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	GBQ PARTNERS LLP
Accountancy firm EIN	2011-12-31	202122306
2010 : ALVIS HOUSE PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	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	$564,500
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$392,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$374,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$180,000
Value of total assets at end of year	2010-12-31	$3,632,368
Value of total assets at beginning of year	2010-12-31	$3,460,046
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$17,792
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$71,437
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$71,437
Administrative expenses professional fees incurred	2010-12-31	$10,000
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$370,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$2,454
Other income not declared elsewhere	2010-12-31	$2,066
Administrative expenses (other) incurred	2010-12-31	$4,576
Total non interest bearing cash at end of year	2010-12-31	$17,267
Total non interest bearing cash at beginning of year	2010-12-31	$4,728
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	$172,322
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,632,368
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,460,046
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
Investment advisory and management fees	2010-12-31	$3,216
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$3,612,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,455,318
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$310,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
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	$180,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$374,386
Did the plan have assets held for investment	2010-12-31	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	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	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	GBQ PARTNERS
Accountancy firm EIN	2010-12-31	202122306
2009 : ALVIS HOUSE PENSION PLAN 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 ALVIS HOUSE PENSION PLAN

2014: ALVIS HOUSE PENSION 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	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: ALVIS HOUSE PENSION 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: ALVIS HOUSE PENSION 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: ALVIS HOUSE PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
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: ALVIS HOUSE PENSION PLAN 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: ALVIS HOUSE PENSION PLAN 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:	ALVIS, INC.
Employer identification number (EIN):	310743167
NAIC Classification:	624100
NAIC Description:	Individual and Family Services

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1966-09-28
Company Identification Number:	354620
Legal Registered Office Address:	41 S. HIGH STREET SUITE 2600 COLUMBUS United States of America (USA) 43215