401k Plan data: SAAD ENTERPRISES, INC AND AFFILIATES 401(K) PLAN plan

SAAD ENTERPRISES, INC AND AFFILIATES 401(K) PLAN 401k Plan overview

Plan Name	SAAD ENTERPRISES, INC AND AFFILIATES 401(K) PLAN
Plan identification number	003

SAAD ENTERPRISES, INC AND AFFILIATES 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SAAD ENTERPRISES INC. has sponsored the creation of one or more 401k plans.

Company Name: SAAD ENTERPRISES INC.

Employer identification number (EIN): 630904463

NAIC Classification: 621610
NAIC Description: Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAAD ENTERPRISES, INC AND AFFILIATES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2012-01-01 HENRY B FULGHAM
003 2011-01-01 JAMES G. SAAD
003 2009-01-01 HENRY FULGHAM

Plan id#	Filing Submission Date	Name of Administrator
003	2012-01-01	HENRY B FULGHAM
003	2011-01-01	JAMES G. SAAD
003	2009-01-01	HENRY FULGHAM

Plan Statistics for SAAD ENTERPRISES, INC AND AFFILIATES 401(K) PLAN

401k plan membership statisitcs for SAAD ENTERPRISES, INC AND AFFILIATES 401(K) PLAN

Measure Date Value
2012: SAAD ENTERPRISES, INC AND AFFILIATES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 425
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
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 0
Total of all active and inactive participants 2012-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 0
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SAAD ENTERPRISES, INC AND AFFILIATES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 431
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 399
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 26
Total of all active and inactive participants 2011-01-01 425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 425
Number of participants with account balances 2011-01-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: SAAD ENTERPRISES, INC AND AFFILIATES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 335
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 350
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 48
Total of all active and inactive participants 2009-01-01 398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 4
Total participants 2009-01-01 402
Number of participants with account balances 2009-01-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2012: SAAD ENTERPRISES, INC AND AFFILIATES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	425
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
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	0
Total of all active and inactive participants	2012-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	0
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SAAD ENTERPRISES, INC AND AFFILIATES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	431
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	399
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	26
Total of all active and inactive participants	2011-01-01	425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	425
Number of participants with account balances	2011-01-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: SAAD ENTERPRISES, INC AND AFFILIATES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	335
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	350
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	48
Total of all active and inactive participants	2009-01-01	398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	4
Total participants	2009-01-01	402
Number of participants with account balances	2009-01-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on SAAD ENTERPRISES, INC AND AFFILIATES 401(K) PLAN

Measure	Date	Value
2012 : SAAD ENTERPRISES, INC AND AFFILIATES 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-08	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-08	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-08	$0
Total income from all sources (including contributions)	2012-06-08	$297,402
Total loss/gain on sale of assets	2012-06-08	$0
Total of all expenses incurred	2012-06-08	$7,009,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-08	$6,972,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-08	$104,908
Value of total assets at end of year	2012-06-08	$0
Value of total assets at beginning of year	2012-06-08	$6,711,972
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-08	$37,316
Total interest from all sources	2012-06-08	$11,669
Total dividends received (eg from common stock, registered investment company shares)	2012-06-08	$28,138
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-08	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2012-06-08	$0
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-08	$28,138
Was this plan covered by a fidelity bond	2012-06-08	Yes
Value of fidelity bond cover	2012-06-08	$500,000
If this is an individual account plan, was there a blackout period	2012-06-08	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-08	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-08	No
Contributions received from participants	2012-06-08	$68,065
Participant contributions at beginning of year	2012-06-08	$619,244
Participant contributions at beginning of year	2012-06-08	$17,880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-08	No
Value of net income/loss	2012-06-08	$-6,711,972
Value of net assets at end of year (total assets less liabilities)	2012-06-08	$0
Value of net assets at beginning of year (total assets less liabilities)	2012-06-08	$6,711,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-08	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-08	No
Were any leases to which the plan was party in default or uncollectible	2012-06-08	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-08	$5,848,075
Interest on participant loans	2012-06-08	$11,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-08	$152,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-08	No
Was there a failure to transmit to the plan any participant contributions	2012-06-08	No
Has the plan failed to provide any benefit when due under the plan	2012-06-08	No
Contributions received in cash from employer	2012-06-08	$36,843
Employer contributions (assets) at beginning of year	2012-06-08	$226,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-08	$6,972,058
Contract administrator fees	2012-06-08	$37,316
Did the plan have assets held for investment	2012-06-08	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	2012-06-08	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-08	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-08	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-08	Disclaimer
Accountancy firm name	2012-06-08	ANDERSON AND WELLS, PC
Accountancy firm EIN	2012-06-08	631035538
2011 : SAAD ENTERPRISES, INC AND AFFILIATES 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	$607,853
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$357,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$302,279
Expenses. Certain deemed distributions of participant loans	2011-12-31	$8,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$655,113
Value of total assets at end of year	2011-12-31	$6,711,972
Value of total assets at beginning of year	2011-12-31	$6,461,301
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$46,230
Total interest from all sources	2011-12-31	$24,736
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$167,191
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2011-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$167,191
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	$360,942
Participant contributions at end of year	2011-12-31	$619,244
Participant contributions at beginning of year	2011-12-31	$614,271
Participant contributions at end of year	2011-12-31	$17,880
Participant contributions at beginning of year	2011-12-31	$12,968
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$70,060
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	$250,671
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$6,711,972
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$6,461,301
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	$5,848,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$5,660,385
Interest on participant loans	2011-12-31	$24,736
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$2
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-239,187
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	$224,111
Employer contributions (assets) at end of year	2011-12-31	$226,773
Employer contributions (assets) at beginning of year	2011-12-31	$173,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$302,279
Contract administrator fees	2011-12-31	$46,230
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	ANDERSON AND WELLS, PC
Accountancy firm EIN	2011-12-31	631035538
2010 : SAAD ENTERPRISES, INC AND AFFILIATES 401(K) PLAN 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	$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	$1,172,292
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$313,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$271,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$519,964
Value of total assets at end of year	2010-12-31	$6,461,301
Value of total assets at beginning of year	2010-12-31	$5,602,594
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$41,635
Total interest from all sources	2010-12-31	$26,063
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$126,426
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	$126,426
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
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	$303,979
Participant contributions at end of year	2010-12-31	$614,271
Participant contributions at beginning of year	2010-12-31	$483,459
Participant contributions at end of year	2010-12-31	$12,968
Participant contributions at beginning of year	2010-12-31	$8,652
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$43,327
Administrative expenses (other) incurred	2010-12-31	$9
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	$858,707
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$6,461,301
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$5,602,594
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	$5,660,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$4,950,709
Interest on participant loans	2010-12-31	$26,063
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$2
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$499
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$499
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$499,839
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	$172,658
Employer contributions (assets) at end of year	2010-12-31	$173,675
Employer contributions (assets) at beginning of year	2010-12-31	$159,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$271,950
Contract administrator fees	2010-12-31	$41,626
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	ANDERSON AND WELLS, PC
Accountancy firm EIN	2010-12-31	631035538
2009 : SAAD ENTERPRISES, INC AND AFFILIATES 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 SAAD ENTERPRISES, INC AND AFFILIATES 401(K) PLAN

2012: SAAD ENTERPRISES, INC AND AFFILIATES 401(K) 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	Yes
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: SAAD ENTERPRISES, INC AND AFFILIATES 401(K) 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
2009: SAAD ENTERPRISES, INC AND AFFILIATES 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:	SAAD ENTERPRISES INC.
Employer identification number (EIN):	630904463
NAIC Classification:	621610
NAIC Description:	Home Health Care Services