401k Plan data: SURFSIDE FUNDING CORPORATION DISCRETIONARY DEFINED CONTRIBUTION PLAN TRUST plan

SURFSIDE FUNDING CORPORATION DISCRETIONARY DEFINED CONTRIBUTION PLAN TRUST 401k Plan overview

Plan Name	SURFSIDE FUNDING CORPORATION DISCRETIONARY DEFINED CONTRIBUTION PLAN TRUST
Plan identification number	003

SURFSIDE FUNDING CORPORATION DISCRETIONARY DEFINED CONTRIBUTION PLAN TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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.

401k Sponsoring company profile

SURFSIDE FUNDING CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: SURFSIDE FUNDING CORPORATION

Employer identification number (EIN): 330633976

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Additional information about SURFSIDE FUNDING CORPORATION

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C1911947

More information about SURFSIDE FUNDING CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SURFSIDE FUNDING CORPORATION DISCRETIONARY DEFINED CONTRIBUTION PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2011-01-01 RITA CARP

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2011-01-01	RITA CARP

Plan Statistics for SURFSIDE FUNDING CORPORATION DISCRETIONARY DEFINED CONTRIBUTION PLAN TRUST

401k plan membership statisitcs for SURFSIDE FUNDING CORPORATION DISCRETIONARY DEFINED CONTRIBUTION PLAN TRUST

Measure Date Value
2011: SURFSIDE FUNDING CORPORATION DISCRETIONARY DEFINED CONTRIBUTION PLAN TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2

Measure	Date	Value
2011: SURFSIDE FUNDING CORPORATION DISCRETIONARY DEFINED CONTRIBUTION PLAN TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2

Financial Data on SURFSIDE FUNDING CORPORATION DISCRETIONARY DEFINED CONTRIBUTION PLAN TRUST

Measure	Date	Value
2011 : SURFSIDE FUNDING CORPORATION DISCRETIONARY DEFINED CONTRIBUTION PLAN TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$6,820
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$136,140
Expenses. Total of all expenses incurred	2011-12-31	$38,333
Benefits paid (including direct rollovers)	2011-12-31	$37,304
Total plan assets at end of year	2011-12-31	$826,174
Total plan assets at beginning of year	2011-12-31	$721,547
Total contributions received or receivable from participants	2011-12-31	$0
Assets. Value of loans (other than to participants)	2011-12-31	$105,308
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$136,140
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$97,807
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$819,354
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$721,547
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,029
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SURFSIDE FUNDING CORPORATION DISCRETIONARY DEFINED CONTRIBUTION PLAN TRUST 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$549,424
Expenses. Total of all expenses incurred	2010-12-31	$10,659
Benefits paid (including direct rollovers)	2010-12-31	$9,484
Total plan assets at end of year	2010-12-31	$721,547
Total plan assets at beginning of year	2010-12-31	$182,782
Value of fidelity bond covering the plan	2010-12-31	$40,000
Total contributions received or receivable from participants	2010-12-31	$0
Assets. Value of loans (other than to participants)	2010-12-31	$40,750
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$639,785
Other income received	2010-12-31	$-90,361
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$538,765
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$721,547
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$182,782
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,175

Form 5500 Responses for SURFSIDE FUNDING CORPORATION DISCRETIONARY DEFINED CONTRIBUTION PLAN TRUST

2011: SURFSIDE FUNDING CORPORATION DISCRETIONARY DEFINED CONTRIBUTION PLAN TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

SURFSIDE FUNDING, LLC DEFINED BENEFIT PENSION PLAN [EIN = 132566736]

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Company Name:	SURFSIDE FUNDING CORPORATION
Employer identification number (EIN):	330633976
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C1911947