401k Plan data: NORTH 40 LODGING DBA ALDERBROOK RESORT 401(K) PLAN plan

NORTH 40 LODGING DBA ALDERBROOK RESORT 401(K) PLAN 401k Plan overview

Plan Name	NORTH 40 LODGING DBA ALDERBROOK RESORT 401(K) PLAN
Plan identification number	001

NORTH 40 LODGING DBA ALDERBROOK RESORT 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

NORTH FORTY LODGING LLC has sponsored the creation of one or more 401k plans.

Company Name: NORTH FORTY LODGING LLC

Employer identification number (EIN): 912155756

NAIC Classification: 721110
NAIC Description: Hotels (except Casino Hotels) and Motels

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH 40 LODGING DBA ALDERBROOK RESORT 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 BRIAN MCGINNIS 2016-10-06
001 2014-01-01 BRIAN MCGINNIS 2015-09-03
001 2013-01-01 BRIAN MCGINNIS 2015-02-10
001 2012-01-01 KAREN KEITH 2013-09-04
001 2011-01-01 SARAH DELGADO
001 2009-01-01 CANDACE RALSTON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2015-01-01	BRIAN MCGINNIS	2016-10-06
001	2014-01-01	BRIAN MCGINNIS	2015-09-03
001	2013-01-01	BRIAN MCGINNIS	2015-02-10
001	2012-01-01	KAREN KEITH	2013-09-04
001	2011-01-01	SARAH DELGADO
001	2009-01-01	CANDACE RALSTON

Plan Statistics for NORTH 40 LODGING DBA ALDERBROOK RESORT 401(K) PLAN

401k plan membership statisitcs for NORTH 40 LODGING DBA ALDERBROOK RESORT 401(K) PLAN

Measure Date Value
2011: NORTH 40 LODGING DBA ALDERBROOK RESORT 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 71
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 71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 71
Number of participants with account balances 2011-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2009: NORTH 40 LODGING DBA ALDERBROOK RESORT 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 88
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 9
Total of all active and inactive participants 2009-01-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 97
Number of participants with account balances 2009-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 22

Measure	Date	Value
2011: NORTH 40 LODGING DBA ALDERBROOK RESORT 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	71
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	71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	71
Number of participants with account balances	2011-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2009: NORTH 40 LODGING DBA ALDERBROOK RESORT 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	88
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	9
Total of all active and inactive participants	2009-01-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	97
Number of participants with account balances	2009-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	22

Financial Data on NORTH 40 LODGING DBA ALDERBROOK RESORT 401(K) PLAN

Measure	Date	Value
2011 : NORTH 40 LODGING DBA ALDERBROOK RESORT 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
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	$70,010
Expenses. Total of all expenses incurred	2011-12-31	$66,053
Benefits paid (including direct rollovers)	2011-12-31	$56,136
Total plan assets at end of year	2011-12-31	$224,891
Total plan assets at beginning of year	2011-12-31	$220,934
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$56,271
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-10,349
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$3,957
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$224,891
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$220,934
Total contributions received or receivable from employer(s)	2011-12-31	$24,088
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$9,786
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$131
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : NORTH 40 LODGING DBA ALDERBROOK RESORT 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$85,745
Expenses. Total of all expenses incurred	2010-12-31	$38,864
Benefits paid (including direct rollovers)	2010-12-31	$38,789
Total plan assets at end of year	2010-12-31	$220,934
Total plan assets at beginning of year	2010-12-31	$174,053
Value of fidelity bond covering the plan	2010-12-31	$17,000
Total contributions received or receivable from participants	2010-12-31	$40,729
Other income received	2010-12-31	$24,052
Net income (gross income less expenses)	2010-12-31	$46,881
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$220,934
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$174,053
Total contributions received or receivable from employer(s)	2010-12-31	$20,964
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$75
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for NORTH 40 LODGING DBA ALDERBROOK RESORT 401(K) PLAN

2011: NORTH 40 LODGING DBA ALDERBROOK RESORT 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: NORTH 40 LODGING DBA ALDERBROOK RESORT 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:	NORTH FORTY LODGING LLC
Employer identification number (EIN):	912155756
NAIC Classification:	721110
NAIC Description:	Hotels (except Casino Hotels) and Motels