401k Plan data: ALLAN R. YOUNG 401K PLAN plan

ALLAN R. YOUNG 401K PLAN 401k Plan overview

Plan Name	ALLAN R. YOUNG 401K PLAN
Plan identification number	001

ALLAN R. YOUNG 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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

ALLAN R. YOUNG has sponsored the creation of one or more 401k plans.

Company Name: ALLAN R. YOUNG

Employer identification number (EIN): 371128964

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLAN R. YOUNG 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 ALLAN YOUNG 2018-04-20
001 2016-01-01 ALLAN YOUNG 2017-04-04
001 2015-01-01 ALLAN YOUNG 2016-04-19
001 2014-01-01 ALLAN YOUNG 2015-06-23
001 2013-01-01 ALLAN YOUNG 2014-05-06
001 2012-01-01 ALLAN YOUNG
001 2011-01-01 ALLAN YOUNG
001 2010-01-01 ALLAN YOUNG
001 2009-01-01 ALLAN YOUNG

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2017-01-01	ALLAN YOUNG	2018-04-20
001	2016-01-01	ALLAN YOUNG	2017-04-04
001	2015-01-01	ALLAN YOUNG	2016-04-19
001	2014-01-01	ALLAN YOUNG	2015-06-23
001	2013-01-01	ALLAN YOUNG	2014-05-06
001	2012-01-01	ALLAN YOUNG
001	2011-01-01	ALLAN YOUNG
001	2010-01-01	ALLAN YOUNG
001	2009-01-01	ALLAN YOUNG

Plan Statistics for ALLAN R. YOUNG 401K PLAN

401k plan membership statisitcs for ALLAN R. YOUNG 401K PLAN

Measure Date Value
2012: ALLAN R. YOUNG 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ALLAN R. YOUNG 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
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 3
Total of all active and inactive participants 2011-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: ALLAN R. YOUNG 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 3
Total of all active and inactive participants 2010-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 6
Number of participants with account balances 2010-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: ALLAN R. YOUNG 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: ALLAN R. YOUNG 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ALLAN R. YOUNG 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
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	3
Total of all active and inactive participants	2011-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ALLAN R. YOUNG 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	3
Total of all active and inactive participants	2010-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	6
Number of participants with account balances	2010-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: ALLAN R. YOUNG 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ALLAN R. YOUNG 401K PLAN

Measure	Date	Value
2012 : ALLAN R. YOUNG 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$172,183
Expenses. Total of all expenses incurred	2012-12-31	$739,235
Benefits paid (including direct rollovers)	2012-12-31	$739,235
Total plan assets at end of year	2012-12-31	$82,892
Total plan assets at beginning of year	2012-12-31	$649,944
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$45,507
Other income received	2012-12-31	$77,998
Net income (gross income less expenses)	2012-12-31	$-567,052
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$82,892
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$649,944
Total contributions received or receivable from employer(s)	2012-12-31	$48,678
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ALLAN R. YOUNG 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$85,161
Expenses. Total of all expenses incurred	2011-12-31	$336
Benefits paid (including direct rollovers)	2011-12-31	$336
Total plan assets at end of year	2011-12-31	$649,944
Total plan assets at beginning of year	2011-12-31	$565,119
Value of fidelity bond covering the plan	2011-12-31	$600,000
Total contributions received or receivable from participants	2011-12-31	$52,589
Other income received	2011-12-31	$-16,195
Net income (gross income less expenses)	2011-12-31	$84,825
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$649,944
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$565,119
Total contributions received or receivable from employer(s)	2011-12-31	$48,767
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : ALLAN R. YOUNG 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$152,129
Expenses. Total of all expenses incurred	2010-12-31	$13,097
Benefits paid (including direct rollovers)	2010-12-31	$13,097
Total plan assets at end of year	2010-12-31	$565,119
Total plan assets at beginning of year	2010-12-31	$426,087
Value of fidelity bond covering the plan	2010-12-31	$600,000
Total contributions received or receivable from participants	2010-12-31	$59,806
Other income received	2010-12-31	$45,345
Net income (gross income less expenses)	2010-12-31	$139,032
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$565,119
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$426,087
Total contributions received or receivable from employer(s)	2010-12-31	$46,978
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for ALLAN R. YOUNG 401K PLAN

2012: ALLAN R. YOUNG 401K 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: ALLAN R. YOUNG 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
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
2010: ALLAN R. YOUNG 401K 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: ALLAN R. YOUNG 401K 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:	ALLAN R. YOUNG
Employer identification number (EIN):	371128964
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers