401k Plan data: CPI QUALIFIED PLAN CONSULTANTS, INC. EMPLOYEES SAVINGS TRUST plan

CPI QUALIFIED PLAN CONSULTANTS, INC. EMPLOYEES SAVINGS TRUST 401k Plan overview

Plan Name	CPI QUALIFIED PLAN CONSULTANTS, INC. EMPLOYEES SAVINGS TRUST
Plan identification number	002

CPI QUALIFIED PLAN CONSULTANTS, INC. EMPLOYEES SAVINGS TRUST 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.
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

CPI QUALIFIED PLAN CONSULTANTS, INC. has sponsored the creation of one or more 401k plans.

Company Name: CPI QUALIFIED PLAN CONSULTANTS, INC.

Employer identification number (EIN): 481205033

NAIC Classification: 524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CPI QUALIFIED PLAN CONSULTANTS, INC. EMPLOYEES SAVINGS TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-01-01 ERIKA BRINING
002 2013-01-01 DANA MILLER
002 2012-01-01 DANA MILLER
002 2011-01-01 DANA MILLER
002 2010-01-01 DANA MILLER
002 2009-01-01 DANA MILLER

Plan id#	Filing Submission Date	Name of Administrator
002	2014-01-01	ERIKA BRINING
002	2013-01-01	DANA MILLER
002	2012-01-01	DANA MILLER
002	2011-01-01	DANA MILLER
002	2010-01-01	DANA MILLER
002	2009-01-01	DANA MILLER

Plan Statistics for CPI QUALIFIED PLAN CONSULTANTS, INC. EMPLOYEES SAVINGS TRUST

401k plan membership statisitcs for CPI QUALIFIED PLAN CONSULTANTS, INC. EMPLOYEES SAVINGS TRUST

Measure Date Value
2014: CPI QUALIFIED PLAN CONSULTANTS, INC. EMPLOYEES SAVINGS TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 461
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
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 13
2013: CPI QUALIFIED PLAN CONSULTANTS, INC. EMPLOYEES SAVINGS TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 485
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 388
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 73
Total of all active and inactive participants 2013-01-01 461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 461
Number of participants with account balances 2013-01-01 459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 28
2012: CPI QUALIFIED PLAN CONSULTANTS, INC. EMPLOYEES SAVINGS TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 502
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 410
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 75
Total of all active and inactive participants 2012-01-01 485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 485
Number of participants with account balances 2012-01-01 460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CPI QUALIFIED PLAN CONSULTANTS, INC. EMPLOYEES SAVINGS TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 554
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 444
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 58
Total of all active and inactive participants 2011-01-01 502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 502
Number of participants with account balances 2011-01-01 474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: CPI QUALIFIED PLAN CONSULTANTS, INC. EMPLOYEES SAVINGS TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 545
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 510
Number of retired or separated participants receiving benefits 2010-01-01 44
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 554
Number of participants with account balances 2010-01-01 484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: CPI QUALIFIED PLAN CONSULTANTS, INC. EMPLOYEES SAVINGS TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 569
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 484
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 32
Total of all active and inactive participants 2009-01-01 516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 516
Number of participants with account balances 2009-01-01 458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: CPI QUALIFIED PLAN CONSULTANTS, INC. EMPLOYEES SAVINGS TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	461
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
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	13
2013: CPI QUALIFIED PLAN CONSULTANTS, INC. EMPLOYEES SAVINGS TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	485
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	388
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	73
Total of all active and inactive participants	2013-01-01	461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	461
Number of participants with account balances	2013-01-01	459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	28
2012: CPI QUALIFIED PLAN CONSULTANTS, INC. EMPLOYEES SAVINGS TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	502
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	410
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	75
Total of all active and inactive participants	2012-01-01	485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	485
Number of participants with account balances	2012-01-01	460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CPI QUALIFIED PLAN CONSULTANTS, INC. EMPLOYEES SAVINGS TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	554
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	444
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	58
Total of all active and inactive participants	2011-01-01	502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	502
Number of participants with account balances	2011-01-01	474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: CPI QUALIFIED PLAN CONSULTANTS, INC. EMPLOYEES SAVINGS TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	545
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	510
Number of retired or separated participants receiving benefits	2010-01-01	44
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	554
Number of participants with account balances	2010-01-01	484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: CPI QUALIFIED PLAN CONSULTANTS, INC. EMPLOYEES SAVINGS TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	569
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	484
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	32
Total of all active and inactive participants	2009-01-01	516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	516
Number of participants with account balances	2009-01-01	458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CPI QUALIFIED PLAN CONSULTANTS, INC. EMPLOYEES SAVINGS TRUST

Measure	Date	Value
2014 : CPI QUALIFIED PLAN CONSULTANTS, INC. EMPLOYEES SAVINGS TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$11,026,183
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,503,194
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,255,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,228,460
Expenses. Certain deemed distributions of participant loans	2014-12-31	$14,475
Value of total corrective distributions	2014-12-31	$12,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,037,462
Value of total assets at end of year	2014-12-31	$0
Value of total assets at beginning of year	2014-12-31	$10,778,726
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$25,838
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$561,913
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$561,913
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$751,980
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$621,680
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$26,450
Other income not declared elsewhere	2014-12-31	$18,285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$247,457
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$10,778,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$9,039,088
Interest on participant loans	2014-12-31	$25,838
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,117,958
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-140,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$259,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,228,460
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	ADAMS, BROWN, BERAN & BALL, CHTD.
Accountancy firm EIN	2014-12-31	481040139
2013 : CPI QUALIFIED PLAN CONSULTANTS, INC. EMPLOYEES SAVINGS TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
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	$2,761,978
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$891,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$891,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,042,660
Value of total assets at end of year	2013-12-31	$10,778,726
Value of total assets at beginning of year	2013-12-31	$8,908,593
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$45,928
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$329,018
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	$329,018
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
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
Contributions received from participants	2013-12-31	$746,332
Participant contributions at end of year	2013-12-31	$621,680
Participant contributions at beginning of year	2013-12-31	$557,974
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$210,420
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$25,918
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
Other income not declared elsewhere	2013-12-31	$17,573
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	$1,870,133
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$10,778,726
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$8,908,593
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$9,039,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$6,791,728
Interest on participant loans	2013-12-31	$23,436
Interest earned on other investments	2013-12-31	$22,492
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,117,958
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,348,471
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,326,799
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
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	$270,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$891,845
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	ADAMS, BROWN, BERAN & BALL, CHTD.
Accountancy firm EIN	2013-12-31	481040139
2012 : CPI QUALIFIED PLAN CONSULTANTS, INC. EMPLOYEES SAVINGS TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets	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	$37
Total income from all sources (including contributions)	2012-12-31	$1,796,656
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$428,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$422,889
Expenses. Certain deemed distributions of participant loans	2012-12-31	$3,836
Value of total corrective distributions	2012-12-31	$2,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$858,016
Value of total assets at end of year	2012-12-31	$8,908,593
Value of total assets at beginning of year	2012-12-31	$7,540,812
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$55,123
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$122,141
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	$122,141
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
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
Contributions received from participants	2012-12-31	$745,216
Participant contributions at end of year	2012-12-31	$557,974
Participant contributions at beginning of year	2012-12-31	$490,885
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$210,420
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$199,334
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$112,800
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	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$37
Other income not declared elsewhere	2012-12-31	$14,246
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	$1,367,818
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$8,908,593
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$7,540,775
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$6,791,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$5,936,553
Interest on participant loans	2012-12-31	$27,372
Interest earned on other investments	2012-12-31	$27,751
Value of interest in common/collective trusts at end of year	2012-12-31	$0
Value of interest in common/collective trusts at beginning of year	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,348,471
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$914,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$747,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$422,889
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	ADAMS, BROWN, BERAN & BALL, CHTD.
Accountancy firm EIN	2012-12-31	481040139
2011 : CPI QUALIFIED PLAN CONSULTANTS, INC. EMPLOYEES SAVINGS TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$37
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$115
Total income from all sources (including contributions)	2011-12-31	$567,025
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$564,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$564,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$816,675
Value of total assets at end of year	2011-12-31	$7,540,812
Value of total assets at beginning of year	2011-12-31	$7,537,941
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$26
Total interest from all sources	2011-12-31	$23,752
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$206,436
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	$206,436
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
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
Contributions received from participants	2011-12-31	$719,054
Participant contributions at end of year	2011-12-31	$490,885
Participant contributions at beginning of year	2011-12-31	$507,566
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$199,334
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$186,304
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$97,621
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$899
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$37
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$115
Other income not declared elsewhere	2011-12-31	$10,372
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	$2,949
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$7,540,775
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$7,537,826
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	$26
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$5,936,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$6,209,422
Interest on participant loans	2011-12-31	$23,752
Value of interest in common/collective trusts at end of year	2011-12-31	$0
Value of interest in common/collective trusts at beginning of year	2011-12-31	$633,750
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$914,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-490,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$564,050
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	ADAMS, BROWN, BERAN & BALL, CHTD.
Accountancy firm EIN	2011-12-31	481040139
2010 : CPI QUALIFIED PLAN CONSULTANTS, INC. EMPLOYEES SAVINGS TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$115
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	$1,773,100
Total loss/gain on sale of assets	2010-12-31	$31,500
Total of all expenses incurred	2010-12-31	$278,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$271,194
Expenses. Certain deemed distributions of participant loans	2010-12-31	$4,639
Value of total corrective distributions	2010-12-31	$3,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$920,331
Value of total assets at end of year	2010-12-31	$7,537,941
Value of total assets at beginning of year	2010-12-31	$6,043,622
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$42,690
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$72,771
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	$72,771
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$601,638
Participant contributions at end of year	2010-12-31	$507,566
Participant contributions at beginning of year	2010-12-31	$373,029
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$186,304
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$183,633
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$318,693
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$899
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$115
Other income not declared elsewhere	2010-12-31	$13,099
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	$1,494,204
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$7,537,826
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$6,043,622
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$6,209,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$4,509,004
Interest on participant loans	2010-12-31	$22,372
Interest earned on other investments	2010-12-31	$20,318
Value of interest in common/collective trusts at end of year	2010-12-31	$633,750
Value of interest in common/collective trusts at beginning of year	2010-12-31	$977,956
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$679,557
Net investment gain or loss from common/collective trusts	2010-12-31	$13,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$271,194
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
Aggregate proceeds on sale of assets	2010-12-31	$2,272,625
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$2,241,125
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	ADAMS, BROWN, BERAN & BALL, CHTD.
Accountancy firm EIN	2010-12-31	481040139

Form 5500 Responses for CPI QUALIFIED PLAN CONSULTANTS, INC. EMPLOYEES SAVINGS TRUST

2014: CPI QUALIFIED PLAN CONSULTANTS, INC. EMPLOYEES SAVINGS TRUST 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)	No
2014-01-01	Plan is a collectively bargained plan	No
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: CPI QUALIFIED PLAN CONSULTANTS, INC. EMPLOYEES SAVINGS TRUST 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CPI QUALIFIED PLAN CONSULTANTS, INC. EMPLOYEES SAVINGS TRUST 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CPI QUALIFIED PLAN CONSULTANTS, INC. EMPLOYEES SAVINGS TRUST 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: CPI QUALIFIED PLAN CONSULTANTS, INC. EMPLOYEES SAVINGS TRUST 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: CPI QUALIFIED PLAN CONSULTANTS, INC. EMPLOYEES SAVINGS TRUST 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:	CPI QUALIFIED PLAN CONSULTANTS, INC.
Employer identification number (EIN):	481205033
NAIC Classification:	524290