401k Plan data: STEVE WILLIAMS REAL ESTATE TEAM, INC. DEFINED BENEFIT PENSION PLAN plan

STEVE WILLIAMS REAL ESTATE TEAM, INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	STEVE WILLIAMS REAL ESTATE TEAM, INC. DEFINED BENEFIT PENSION PLAN
Plan identification number	001

STEVE WILLIAMS REAL ESTATE TEAM, INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

STEVE WILLIAMS REAL ESTATE TEAM, INC. has sponsored the creation of one or more 401k plans.

Company Name: STEVE WILLIAMS REAL ESTATE TEAM, INC.

Employer identification number (EIN): 680145460

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVE WILLIAMS REAL ESTATE TEAM, INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 SANDEE WILLIAMS
001 2012-01-01 SANDEE WILLIAMS
001 2011-01-01 SANDEE WILLIAMS
001 2010-01-01 SANDEE WILLIAMS 2011-08-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2013-01-01	SANDEE WILLIAMS
001	2012-01-01	SANDEE WILLIAMS
001	2011-01-01	SANDEE WILLIAMS
001	2010-01-01	SANDEE WILLIAMS	2011-08-29

Plan Statistics for STEVE WILLIAMS REAL ESTATE TEAM, INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for STEVE WILLIAMS REAL ESTATE TEAM, INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2013: STEVE WILLIAMS REAL ESTATE TEAM, INC. DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
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 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: STEVE WILLIAMS REAL ESTATE TEAM, INC. DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
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 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: STEVE WILLIAMS REAL ESTATE TEAM, INC. DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
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 0
Total of all active and inactive participants 2011-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2013: STEVE WILLIAMS REAL ESTATE TEAM, INC. DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
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	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: STEVE WILLIAMS REAL ESTATE TEAM, INC. DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
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	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: STEVE WILLIAMS REAL ESTATE TEAM, INC. DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
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	0
Total of all active and inactive participants	2011-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on STEVE WILLIAMS REAL ESTATE TEAM, INC. DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2013 : STEVE WILLIAMS REAL ESTATE TEAM, INC. DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-16	$0
Total plan liabilities at end of year	2013-12-16	$0
Total plan liabilities at beginning of year	2013-12-16	$85,000
Total income from all sources	2013-12-16	$26,871
Expenses. Total of all expenses incurred	2013-12-16	$395,695
Benefits paid (including direct rollovers)	2013-12-16	$386,906
Total plan assets at end of year	2013-12-16	$0
Total plan assets at beginning of year	2013-12-16	$453,824
Value of fidelity bond covering the plan	2013-12-16	$45,000
Total contributions received or receivable from participants	2013-12-16	$0
Assets. Value of loans (other than to participants)	2013-12-16	$0
Expenses. Other expenses not covered elsewhere	2013-12-16	$5,985
Contributions received from other sources (not participants or employers)	2013-12-16	$0
Other income received	2013-12-16	$26,871
Noncash contributions received	2013-12-16	$0
Net income (gross income less expenses)	2013-12-16	$-368,824
Net plan assets at end of year (total assets less liabilities)	2013-12-16	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-12-16	$368,824
Assets. Value of real-estate (other than employer real property)	2013-12-16	$0
Total contributions received or receivable from employer(s)	2013-12-16	$0
Value of certain deemed distributions of participant loans	2013-12-16	$0
Value of corrective distributions	2013-12-16	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-16	$2,804
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-16	$210,000
2012 : STEVE WILLIAMS REAL ESTATE TEAM, INC. DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$85,000
Total plan liabilities at beginning of year	2012-12-31	$85,000
Total income from all sources	2012-12-31	$-31,333
Expenses. Total of all expenses incurred	2012-12-31	$30,251
Benefits paid (including direct rollovers)	2012-12-31	$24,301
Total plan assets at end of year	2012-12-31	$453,824
Total plan assets at beginning of year	2012-12-31	$515,408
Value of fidelity bond covering the plan	2012-12-31	$45,000
Total contributions received or receivable from participants	2012-12-31	$0
Assets. Value of loans (other than to participants)	2012-12-31	$125,682
Expenses. Other expenses not covered elsewhere	2012-12-31	$5,950
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$0
Noncash contributions received	2012-12-31	$-31,333
Net income (gross income less expenses)	2012-12-31	$-61,584
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$368,824
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$430,408
Assets. Value of real-estate (other than employer real property)	2012-12-31	$210,000
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : STEVE WILLIAMS REAL ESTATE TEAM, INC. DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$85,000
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$42,882
Expenses. Total of all expenses incurred	2011-12-31	$33,550
Benefits paid (including direct rollovers)	2011-12-31	$22,583
Total plan assets at end of year	2011-12-31	$515,408
Total plan assets at beginning of year	2011-12-31	$421,076
Value of fidelity bond covering the plan	2011-12-31	$10,000
Total contributions received or receivable from participants	2011-12-31	$0
Assets. Value of loans (other than to participants)	2011-12-31	$143,621
Expenses. Other expenses not covered elsewhere	2011-12-31	$10,296
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$42,882
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$9,332
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$430,408
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$421,076
Assets. Value of real-estate (other than employer real property)	2011-12-31	$270,000
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$671
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0

Form 5500 Responses for STEVE WILLIAMS REAL ESTATE TEAM, INC. DEFINED BENEFIT PENSION PLAN

2013: STEVE WILLIAMS REAL ESTATE TEAM, INC. DEFINED BENEFIT PENSION 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	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: STEVE WILLIAMS REAL ESTATE TEAM, INC. DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: STEVE WILLIAMS REAL ESTATE TEAM, INC. DEFINED BENEFIT PENSION 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

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Company Name:	STEVE WILLIAMS REAL ESTATE TEAM, INC.
Employer identification number (EIN):	680145460
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers