401k Plan data: ALLEN & O'HARA, INC 401(K) PLAN plan

ALLEN & O'HARA, INC 401(K) PLAN 401k Plan overview

Plan Name	ALLEN & O'HARA, INC 401(K) PLAN
Plan identification number	001

ALLEN & O'HARA, INC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

ALLEN & O'HARA, INC has sponsored the creation of one or more 401k plans.

Company Name: ALLEN & O'HARA, INC

Employer identification number (EIN): 620800790

NAIC Classification: 531390
NAIC Description: Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLEN & O'HARA, INC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 SALLIE SUTTON
001 2013-01-01 SUSAN ARRISON SUSAN ARRISON 2014-10-10
001 2012-01-01 SUSAN ARRISON
001 2011-01-01 SUSAN ARRISON
001 2009-01-01 SUSAN ARRISON

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	SALLIE SUTTON
001	2013-01-01	SUSAN ARRISON	SUSAN ARRISON	2014-10-10
001	2012-01-01	SUSAN ARRISON
001	2011-01-01	SUSAN ARRISON
001	2009-01-01	SUSAN ARRISON

Plan Statistics for ALLEN & O'HARA, INC 401(K) PLAN

401k plan membership statisitcs for ALLEN & O'HARA, INC 401(K) PLAN

Measure Date Value
2014: ALLEN & O'HARA, INC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 27
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 37
Total of all active and inactive participants 2014-01-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 64
Number of participants with account balances 2014-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ALLEN & O'HARA, INC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 28
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 116
Total of all active and inactive participants 2013-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 144
Number of participants with account balances 2013-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ALLEN & O'HARA, INC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 28
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 125
Total of all active and inactive participants 2012-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 154
Number of participants with account balances 2012-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ALLEN & O'HARA, INC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 29
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 129
Total of all active and inactive participants 2011-01-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 158
Number of participants with account balances 2011-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: ALLEN & O'HARA, INC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 30
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 142
Total of all active and inactive participants 2009-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 173
Number of participants with account balances 2009-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2014: ALLEN & O'HARA, INC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	27
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	37
Total of all active and inactive participants	2014-01-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	64
Number of participants with account balances	2014-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ALLEN & O'HARA, INC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	28
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	116
Total of all active and inactive participants	2013-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	144
Number of participants with account balances	2013-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ALLEN & O'HARA, INC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	28
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	125
Total of all active and inactive participants	2012-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	154
Number of participants with account balances	2012-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ALLEN & O'HARA, INC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	29
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	129
Total of all active and inactive participants	2011-01-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	158
Number of participants with account balances	2011-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: ALLEN & O'HARA, INC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	30
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	142
Total of all active and inactive participants	2009-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	173
Number of participants with account balances	2009-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on ALLEN & O'HARA, INC 401(K) PLAN

Measure	Date	Value
2014 : ALLEN & O'HARA, INC 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$0
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	$95,935
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$138,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$130,821
Value of total corrective distributions	2014-12-31	$3,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$30,845
Value of total assets at end of year	2014-12-31	$1,102,168
Value of total assets at beginning of year	2014-12-31	$1,144,857
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$4,116
Total interest from all sources	2014-12-31	$85
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$53,415
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	$53,415
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$115,000
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	$13,615
Participant contributions at end of year	2014-12-31	$1,992
Participant contributions at beginning of year	2014-12-31	$2,751
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$16,957
Administrative expenses (other) incurred	2014-12-31	$4,116
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	$-42,689
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,102,168
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,144,857
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	$1,006,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,022,728
Interest on participant loans	2014-12-31	$85
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$93,803
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$119,378
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$119,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$11,590
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	No
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	$273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$130,821
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	Yes
Did the plan have assets held for investment	2014-12-31	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	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	No
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	JACKSON HOWELL & ASSOCIATES
Accountancy firm EIN	2014-12-31	203538074
2013 : ALLEN & O'HARA, INC 401(K) PLAN 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	$226,197
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$98,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$86,447
Value of total corrective distributions	2013-12-31	$11,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$21,359
Value of total assets at end of year	2013-12-31	$1,144,857
Value of total assets at beginning of year	2013-12-31	$1,017,383
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$930
Total interest from all sources	2013-12-31	$169
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$16,294
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	$16,294
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
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	$16,384
Participant contributions at end of year	2013-12-31	$2,751
Participant contributions at beginning of year	2013-12-31	$7,344
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	$127,474
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,144,857
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,017,383
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	$1,022,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$884,187
Interest on participant loans	2013-12-31	$169
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$119,378
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$125,852
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$125,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$188,375
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	$4,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$86,447
Contract administrator fees	2013-12-31	$930
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	CANON WRIGHT BLOUNT
Accountancy firm EIN	2013-12-31	621657946
2012 : ALLEN & O'HARA, INC 401(K) PLAN 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	$0
Total income from all sources (including contributions)	2012-12-31	$158,384
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$77,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$61,420
Value of total corrective distributions	2012-12-31	$15,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$39,760
Value of total assets at end of year	2012-12-31	$1,017,383
Value of total assets at beginning of year	2012-12-31	$936,514
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$780
Total interest from all sources	2012-12-31	$483
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$17,625
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	$17,625
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$5,000,000
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	$32,879
Participant contributions at end of year	2012-12-31	$7,344
Participant contributions at beginning of year	2012-12-31	$8,355
Participant contributions at beginning of year	2012-12-31	$1,784
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	$80,869
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,017,383
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$936,514
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	$884,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$791,826
Interest on participant loans	2012-12-31	$483
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$125,852
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$134,012
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$134,012
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$100,516
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
Contributions received in cash from employer	2012-12-31	$6,881
Employer contributions (assets) at beginning of year	2012-12-31	$537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$61,420
Contract administrator fees	2012-12-31	$780
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	CANON WRIGHT BLOUNT
Accountancy firm EIN	2012-12-31	621657946
2011 : ALLEN & O'HARA, INC 401(K) PLAN 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	$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	$42,343
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$112,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$94,153
Value of total corrective distributions	2011-12-31	$17,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$44,098
Value of total assets at end of year	2011-12-31	$936,514
Value of total assets at beginning of year	2011-12-31	$1,006,748
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$960
Total interest from all sources	2011-12-31	$539
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$18,428
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	$18,428
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
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	$36,340
Participant contributions at end of year	2011-12-31	$8,355
Participant contributions at beginning of year	2011-12-31	$8,318
Participant contributions at end of year	2011-12-31	$1,784
Participant contributions at beginning of year	2011-12-31	$1,625
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	$-70,234
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$936,514
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,006,748
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$791,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$926,680
Interest on participant loans	2011-12-31	$538
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$134,012
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$69,620
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$69,620
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-20,722
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
Contributions received in cash from employer	2011-12-31	$7,758
Employer contributions (assets) at end of year	2011-12-31	$537
Employer contributions (assets) at beginning of year	2011-12-31	$505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$94,153
Contract administrator fees	2011-12-31	$960
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	CANON WRIGHT BLOUNT
Accountancy firm EIN	2011-12-31	621657946
2010 : ALLEN & O'HARA, INC 401(K) 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	$6,755
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	$137,985
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$74,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$73,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$37,363
Value of total assets at end of year	2010-12-31	$1,006,748
Value of total assets at beginning of year	2010-12-31	$936,537
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$600
Total interest from all sources	2010-12-31	$704
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$19,321
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	$19,321
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
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
Contributions received from participants	2010-12-31	$31,067
Participant contributions at end of year	2010-12-31	$8,318
Participant contributions at beginning of year	2010-12-31	$10,000
Participant contributions at end of year	2010-12-31	$1,625
Participant contributions at beginning of year	2010-12-31	$1,751
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	$63,456
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,006,748
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$936,537
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	$926,680
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$814,365
Interest on participant loans	2010-12-31	$694
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$69,620
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$109,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$109,908
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$10
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$80,597
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
Contributions received in cash from employer	2010-12-31	$6,296
Employer contributions (assets) at end of year	2010-12-31	$505
Employer contributions (assets) at beginning of year	2010-12-31	$513
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$73,929
Contract administrator fees	2010-12-31	$600
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	CANON WRIGHT BLOUNT
Accountancy firm EIN	2010-12-31	621657946
2009 : ALLEN & O'HARA, INC 401(K) 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 ALLEN & O'HARA, INC 401(K) PLAN

2014: ALLEN & O'HARA, INC 401(K) 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	No
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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ALLEN & O'HARA, INC 401(K) 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: ALLEN & O'HARA, INC 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
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: ALLEN & O'HARA, INC 401(K) 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
2009: ALLEN & O'HARA, INC 401(K) 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:	ALLEN & O'HARA, INC
Employer identification number (EIN):	620800790
NAIC Classification:	531390
NAIC Description:	Other Activities Related to Real Estate