401k Plan data: CONCORD PROFESSIONAL SERVICES, INC. 401K PROFIT SHARING PLAN & TRUST plan

CONCORD PROFESSIONAL SERVICES, INC. 401K PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	CONCORD PROFESSIONAL SERVICES, INC. 401K PROFIT SHARING PLAN & TRUST
Plan identification number	001

CONCORD PROFESSIONAL SERVICES, INC. 401K PROFIT SHARING PLAN & 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.
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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CONCORD PROFESSIONAL SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: CONCORD PROFESSIONAL SERVICES, INC.

Employer identification number (EIN): 621801040

NAIC Classification: 541330
NAIC Description: Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONCORD PROFESSIONAL SERVICES, INC. 401K PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 GEOFF HAAS 2013-04-05
001 2012-01-01 GEOFF HAAS 2013-02-20
001 2011-01-01 GEOFF HAAS
001 2010-01-01 GEOFF HAAS 2011-10-04

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2013-01-01	GEOFF HAAS	2013-04-05
001	2012-01-01	GEOFF HAAS	2013-02-20
001	2011-01-01	GEOFF HAAS
001	2010-01-01	GEOFF HAAS	2011-10-04

Plan Statistics for CONCORD PROFESSIONAL SERVICES, INC. 401K PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for CONCORD PROFESSIONAL SERVICES, INC. 401K PROFIT SHARING PLAN & TRUST

Measure Date Value
2011: CONCORD PROFESSIONAL SERVICES, INC. 401K PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 36
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 32
Total of all active and inactive participants 2011-01-01 68
Total participants 2011-01-01 68
Number of participants with account balances 2011-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 5

Measure	Date	Value
2011: CONCORD PROFESSIONAL SERVICES, INC. 401K PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	36
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	32
Total of all active and inactive participants	2011-01-01	68
Total participants	2011-01-01	68
Number of participants with account balances	2011-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	5

Financial Data on CONCORD PROFESSIONAL SERVICES, INC. 401K PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2011 : CONCORD PROFESSIONAL SERVICES, INC. 401K PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$94,290
Total of all expenses incurred	2011-12-31	$135,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$125,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$95,426
Value of total assets at end of year	2011-12-31	$585,075
Value of total assets at beginning of year	2011-12-31	$626,036
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$9,357
Total interest from all sources	2011-12-31	$147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$250,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$66,427
Participant contributions at end of year	2011-12-31	$3,624
Participant contributions at beginning of year	2011-12-31	$2,816
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$11,917
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	$-40,961
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$585,075
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$626,036
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	$8,452
Value of interest in pooled separate accounts at end of year	2011-12-31	$552,984
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$614,387
Interest on participant loans	2011-12-31	$147
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$28,467
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$8,833
Net investment gain/loss from pooled separate accounts	2011-12-31	$-1,283
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	$17,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$125,894
Contract administrator fees	2011-12-31	$905
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	2011-12-31	No
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	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2011-12-31	721396621

Form 5500 Responses for CONCORD PROFESSIONAL SERVICES, INC. 401K PROFIT SHARING PLAN & TRUST

2011: CONCORD PROFESSIONAL SERVICES, INC. 401K PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
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

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

79416

Policy instance

Insurance contract or identification number	79416
Number of Individuals Covered	42
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $5,118
Total amount of fees paid to insurance company	USD $458
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	CONCORD PROFESSIONAL SERVICES, INC.
Employer identification number (EIN):	621801040
NAIC Classification:	541330
NAIC Description:	Engineering Services