401k Plan data: BUZZ OATES MANAGEMENT SERVICES 401(K) PLAN plan

BUZZ OATES MANAGEMENT SERVICES 401(K) PLAN 401k Plan overview

Plan Name	BUZZ OATES MANAGEMENT SERVICES 401(K) PLAN
Plan identification number	002

BUZZ OATES MANAGEMENT SERVICES 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.

401k Sponsoring company profile

BUZZ OATES MANAGEMENT SERVICES has sponsored the creation of one or more 401k plans.

Company Name: BUZZ OATES MANAGEMENT SERVICES

Employer identification number (EIN): 680371475

NAIC Classification: 531310

Additional information about BUZZ OATES MANAGEMENT SERVICES

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C1946527

More information about BUZZ OATES MANAGEMENT SERVICES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BUZZ OATES MANAGEMENT SERVICES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2012-01-01 MICHAEL STODDEN
002 2011-01-01 MICHAEL STODDEN
002 2009-01-01 MICHAEL STODDEN

Plan id#	Filing Submission Date	Name of Administrator
002	2012-01-01	MICHAEL STODDEN
002	2011-01-01	MICHAEL STODDEN
002	2009-01-01	MICHAEL STODDEN

Plan Statistics for BUZZ OATES MANAGEMENT SERVICES 401(K) PLAN

401k plan membership statisitcs for BUZZ OATES MANAGEMENT SERVICES 401(K) PLAN

Measure Date Value
2012: BUZZ OATES MANAGEMENT SERVICES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
Total of all active and inactive participants 2012-01-01 0
Total participants 2012-01-01 0
Number of participants with account balances 2012-01-01 0
2011: BUZZ OATES MANAGEMENT SERVICES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 24
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 3
Total of all active and inactive participants 2011-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 27
Number of participants with account balances 2011-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: BUZZ OATES MANAGEMENT SERVICES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 21
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 5
Total of all active and inactive participants 2009-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 26
Number of participants with account balances 2009-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: BUZZ OATES MANAGEMENT SERVICES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
Total of all active and inactive participants	2012-01-01	0
Total participants	2012-01-01	0
Number of participants with account balances	2012-01-01	0
2011: BUZZ OATES MANAGEMENT SERVICES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	24
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	3
Total of all active and inactive participants	2011-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	27
Number of participants with account balances	2011-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: BUZZ OATES MANAGEMENT SERVICES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	21
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	5
Total of all active and inactive participants	2009-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	26
Number of participants with account balances	2009-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BUZZ OATES MANAGEMENT SERVICES 401(K) PLAN

Measure	Date	Value
2012 : BUZZ OATES MANAGEMENT SERVICES 401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-04-30	$-1,434,882
Total plan liabilities at end of year	2012-04-30	$0
Total plan liabilities at beginning of year	2012-04-30	$0
Total income from all sources	2012-04-30	$32,837
Expenses. Total of all expenses incurred	2012-04-30	$913
Total plan assets at end of year	2012-04-30	$0
Total plan assets at beginning of year	2012-04-30	$1,402,958
Value of fidelity bond covering the plan	2012-04-30	$200,000
Other income received	2012-04-30	$32,837
Net income (gross income less expenses)	2012-04-30	$31,924
Net plan assets at end of year (total assets less liabilities)	2012-04-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2012-04-30	$1,402,958
Expenses. Administrative service providers (salaries,fees and commissions)	2012-04-30	$913
2011 : BUZZ OATES MANAGEMENT SERVICES 401(K) PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$186,080
Expenses. Total of all expenses incurred	2011-12-31	$66,685
Benefits paid (including direct rollovers)	2011-12-31	$44,038
Total plan assets at end of year	2011-12-31	$1,402,958
Total plan assets at beginning of year	2011-12-31	$1,283,563
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$116,870
Other income received	2011-12-31	$5,846
Net income (gross income less expenses)	2011-12-31	$119,395
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,402,958
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,283,563
Total contributions received or receivable from employer(s)	2011-12-31	$63,364
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$22,647
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : BUZZ OATES MANAGEMENT SERVICES 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$17,497
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$660
Total income from all sources	2010-12-31	$339,234
Expenses. Total of all expenses incurred	2010-12-31	$177,722
Benefits paid (including direct rollovers)	2010-12-31	$157,193
Total plan assets at end of year	2010-12-31	$1,283,563
Total plan assets at beginning of year	2010-12-31	$1,105,214
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$120,735
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$146,116
Net income (gross income less expenses)	2010-12-31	$161,512
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,283,563
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,104,554
Total contributions received or receivable from employer(s)	2010-12-31	$72,383
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$20,529
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : BUZZ OATES MANAGEMENT SERVICES 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 BUZZ OATES MANAGEMENT SERVICES 401(K) PLAN

2012: BUZZ OATES MANAGEMENT SERVICES 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
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 funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BUZZ OATES MANAGEMENT SERVICES 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: BUZZ OATES MANAGEMENT SERVICES 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

BUZZ OATES CONSTRUCTION 401(K) PROFIT SHARING PLAN [EIN = 680465986]

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Company Name:	BUZZ OATES MANAGEMENT SERVICES
Employer identification number (EIN):	680371475
NAIC Classification:	531310

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C1946527