401k Plan data: DEANS & HOMER PENSION PLAN plan

DEANS & HOMER PENSION PLAN 401k Plan overview

Plan Name	DEANS & HOMER PENSION PLAN
Plan identification number	001

DEANS & HOMER 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

DEANS AND HOMER has sponsored the creation of one or more 401k plans.

Company Name: DEANS AND HOMER

Employer identification number (EIN): 941072984

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about DEANS AND HOMER

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 0000-00-00

Company Identification Number: C0223353

Legal Registered Office Address: 340 Pine St Fl 2San FranciscoCA94104

United States of America (USA)

More information about DEANS AND HOMER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEANS & HOMER PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-08-01 MICHAEL TORP MICHAEL TORP 2016-05-12
001 2013-08-01 MICHAEL TORP MICHAEL TORP 2015-05-15
001 2012-08-01 MICHAEL TORP MICHAEL TORP 2014-04-29
001 2011-08-01 MICHAEL TORP MICHAEL TORP 2013-02-27
001 2009-08-01 MICHAEL TORP MICHAEL TORP 2011-03-30

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-08-01	MICHAEL TORP	MICHAEL TORP	2016-05-12
001	2013-08-01	MICHAEL TORP	MICHAEL TORP	2015-05-15
001	2012-08-01	MICHAEL TORP	MICHAEL TORP	2014-04-29
001	2011-08-01	MICHAEL TORP	MICHAEL TORP	2013-02-27
001	2009-08-01	MICHAEL TORP	MICHAEL TORP	2011-03-30

Plan Statistics for DEANS & HOMER PENSION PLAN

401k plan membership statisitcs for DEANS & HOMER PENSION PLAN

Measure Date Value
2014: DEANS & HOMER PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-08-01 125
Total number of active participants reported on line 7a of the Form 5500 2014-08-01 0
Number of retired or separated participants receiving benefits 2014-08-01 0
Number of other retired or separated participants entitled to future benefits 2014-08-01 0
Total of all active and inactive participants 2014-08-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-08-01 0
Total participants 2014-08-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-08-01 0
2013: DEANS & HOMER PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-08-01 125
Total number of active participants reported on line 7a of the Form 5500 2013-08-01 72
Number of retired or separated participants receiving benefits 2013-08-01 19
Number of other retired or separated participants entitled to future benefits 2013-08-01 34
Total of all active and inactive participants 2013-08-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-08-01 0
Total participants 2013-08-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-08-01 0
2012: DEANS & HOMER PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-08-01 127
Total number of active participants reported on line 7a of the Form 5500 2012-08-01 74
Number of retired or separated participants receiving benefits 2012-08-01 18
Number of other retired or separated participants entitled to future benefits 2012-08-01 35
Total of all active and inactive participants 2012-08-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-08-01 0
Total participants 2012-08-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-08-01 0
2011: DEANS & HOMER PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-08-01 127
Total number of active participants reported on line 7a of the Form 5500 2011-08-01 75
Number of retired or separated participants receiving benefits 2011-08-01 16
Number of other retired or separated participants entitled to future benefits 2011-08-01 36
Total of all active and inactive participants 2011-08-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-08-01 0
Total participants 2011-08-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-08-01 0
2009: DEANS & HOMER PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-08-01 130
Total number of active participants reported on line 7a of the Form 5500 2009-08-01 75
Number of retired or separated participants receiving benefits 2009-08-01 13
Number of other retired or separated participants entitled to future benefits 2009-08-01 35
Total of all active and inactive participants 2009-08-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-08-01 1
Total participants 2009-08-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-08-01 0

Measure	Date	Value
2014: DEANS & HOMER PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-08-01	125
Total number of active participants reported on line 7a of the Form 5500	2014-08-01	0
Number of retired or separated participants receiving benefits	2014-08-01	0
Number of other retired or separated participants entitled to future benefits	2014-08-01	0
Total of all active and inactive participants	2014-08-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-08-01	0
Total participants	2014-08-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-08-01	0
2013: DEANS & HOMER PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-08-01	125
Total number of active participants reported on line 7a of the Form 5500	2013-08-01	72
Number of retired or separated participants receiving benefits	2013-08-01	19
Number of other retired or separated participants entitled to future benefits	2013-08-01	34
Total of all active and inactive participants	2013-08-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-08-01	0
Total participants	2013-08-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-08-01	0
2012: DEANS & HOMER PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-08-01	127
Total number of active participants reported on line 7a of the Form 5500	2012-08-01	74
Number of retired or separated participants receiving benefits	2012-08-01	18
Number of other retired or separated participants entitled to future benefits	2012-08-01	35
Total of all active and inactive participants	2012-08-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-08-01	0
Total participants	2012-08-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-08-01	0
2011: DEANS & HOMER PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-08-01	127
Total number of active participants reported on line 7a of the Form 5500	2011-08-01	75
Number of retired or separated participants receiving benefits	2011-08-01	16
Number of other retired or separated participants entitled to future benefits	2011-08-01	36
Total of all active and inactive participants	2011-08-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-08-01	0
Total participants	2011-08-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-08-01	0
2009: DEANS & HOMER PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-08-01	130
Total number of active participants reported on line 7a of the Form 5500	2009-08-01	75
Number of retired or separated participants receiving benefits	2009-08-01	13
Number of other retired or separated participants entitled to future benefits	2009-08-01	35
Total of all active and inactive participants	2009-08-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-08-01	1
Total participants	2009-08-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-08-01	0

Financial Data on DEANS & HOMER PENSION PLAN

Measure	Date	Value
2015 : DEANS & HOMER PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-07-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-07-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-07-31	$0
Total income from all sources (including contributions)	2015-07-31	$2,040,925
Total loss/gain on sale of assets	2015-07-31	$0
Total of all expenses incurred	2015-07-31	$14,263,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-07-31	$14,263,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-07-31	$1,353,169
Value of total assets at end of year	2015-07-31	$0
Value of total assets at beginning of year	2015-07-31	$12,222,673
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-07-31	$0
Total interest from all sources	2015-07-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-07-31	$138,470
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-07-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2015-07-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2015-07-31	$138,470
Was this plan covered by a fidelity bond	2015-07-31	Yes
Value of fidelity bond cover	2015-07-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-07-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-07-31	No
Administrative expenses (other) incurred	2015-07-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-07-31	No
Value of net income/loss	2015-07-31	$-12,222,673
Value of net assets at end of year (total assets less liabilities)	2015-07-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2015-07-31	$12,222,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-07-31	No
Were any leases to which the plan was party in default or uncollectible	2015-07-31	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-07-31	$12,222,673
Expenses. Payments to insurance carriers foe the provision of benefits	2015-07-31	$4,226,586
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-07-31	$549,286
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-07-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-07-31	No
Has the plan failed to provide any benefit when due under the plan	2015-07-31	No
Contributions received in cash from employer	2015-07-31	$1,353,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-07-31	$10,037,012
Did the plan have assets held for investment	2015-07-31	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	2015-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-07-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-07-31	No
Opinion of an independent qualified public accountant for this plan	2015-07-31	Unqualified
Accountancy firm name	2015-07-31	MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN	2015-07-31	952036255
2014 : DEANS & HOMER PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-07-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-07-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-07-31	$0
Total income from all sources (including contributions)	2014-07-31	$1,486,949
Total loss/gain on sale of assets	2014-07-31	$0
Total of all expenses incurred	2014-07-31	$269,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-07-31	$269,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-07-31	$300,000
Value of total assets at end of year	2014-07-31	$12,222,673
Value of total assets at beginning of year	2014-07-31	$11,005,501
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-07-31	$0
Total interest from all sources	2014-07-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-07-31	$255,207
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-07-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2014-07-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2014-07-31	$255,207
Was this plan covered by a fidelity bond	2014-07-31	Yes
Value of fidelity bond cover	2014-07-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-07-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-07-31	No
Administrative expenses (other) incurred	2014-07-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-07-31	No
Value of net income/loss	2014-07-31	$1,217,172
Value of net assets at end of year (total assets less liabilities)	2014-07-31	$12,222,673
Value of net assets at beginning of year (total assets less liabilities)	2014-07-31	$11,005,501
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-07-31	No
Were any leases to which the plan was party in default or uncollectible	2014-07-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-07-31	$12,222,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-07-31	$11,005,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-07-31	$931,742
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-07-31	No
Was there a failure to transmit to the plan any participant contributions	2014-07-31	No
Has the plan failed to provide any benefit when due under the plan	2014-07-31	No
Contributions received in cash from employer	2014-07-31	$300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-07-31	$269,777
Did the plan have assets held for investment	2014-07-31	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	2014-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-07-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-07-31	No
Opinion of an independent qualified public accountant for this plan	2014-07-31	Unqualified
Accountancy firm name	2014-07-31	MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN	2014-07-31	952036255
2013 : DEANS & HOMER PENSION PLAN 2013 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-07-31	$0
Total income from all sources (including contributions)	2013-07-31	$1,497,564
Total of all expenses incurred	2013-07-31	$482,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-07-31	$482,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-07-31	$300,000
Value of total assets at end of year	2013-07-31	$11,005,501
Value of total assets at beginning of year	2013-07-31	$9,990,895
Total dividends received (eg from common stock, registered investment company shares)	2013-07-31	$235,683
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-07-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-07-31	$235,683
Was this plan covered by a fidelity bond	2013-07-31	Yes
Value of fidelity bond cover	2013-07-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-07-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-07-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-07-31	No
Value of net income/loss	2013-07-31	$1,014,606
Value of net assets at end of year (total assets less liabilities)	2013-07-31	$11,005,501
Value of net assets at beginning of year (total assets less liabilities)	2013-07-31	$9,990,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-07-31	No
Were any leases to which the plan was party in default or uncollectible	2013-07-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-07-31	$11,005,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-07-31	$9,990,895
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-07-31	$961,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-07-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-07-31	No
Has the plan failed to provide any benefit when due under the plan	2013-07-31	No
Contributions received in cash from employer	2013-07-31	$300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-07-31	$482,958
Did the plan have assets held for investment	2013-07-31	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	2013-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-07-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-07-31	No
Opinion of an independent qualified public accountant for this plan	2013-07-31	Unqualified
Accountancy firm name	2013-07-31	MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN	2013-07-31	952036255
2012 : DEANS & HOMER PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-07-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-07-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-07-31	$0
Total income from all sources (including contributions)	2012-07-31	$971,068
Total loss/gain on sale of assets	2012-07-31	$0
Total of all expenses incurred	2012-07-31	$468,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-07-31	$468,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-07-31	$300,000
Value of total assets at end of year	2012-07-31	$9,990,895
Value of total assets at beginning of year	2012-07-31	$9,488,754
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-07-31	$0
Total interest from all sources	2012-07-31	$231
Total dividends received (eg from common stock, registered investment company shares)	2012-07-31	$224,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-07-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-07-31	$224,679
Administrative expenses professional fees incurred	2012-07-31	$0
Was this plan covered by a fidelity bond	2012-07-31	Yes
Value of fidelity bond cover	2012-07-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-07-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-07-31	No
Contributions received from participants	2012-07-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-07-31	$0
Administrative expenses (other) incurred	2012-07-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-07-31	No
Value of net income/loss	2012-07-31	$502,141
Value of net assets at end of year (total assets less liabilities)	2012-07-31	$9,990,895
Value of net assets at beginning of year (total assets less liabilities)	2012-07-31	$9,488,754
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-07-31	No
Were any leases to which the plan was party in default or uncollectible	2012-07-31	No
Investment advisory and management fees	2012-07-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-07-31	$9,990,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-07-31	$8,297,477
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-07-31	$891,277
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-07-31	$891,277
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-07-31	$231
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-07-31	$446,158
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-07-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-07-31	No
Has the plan failed to provide any benefit when due under the plan	2012-07-31	No
Contributions received in cash from employer	2012-07-31	$300,000
Employer contributions (assets) at beginning of year	2012-07-31	$300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-07-31	$468,927
Contract administrator fees	2012-07-31	$0
Did the plan have assets held for investment	2012-07-31	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	2012-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-07-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-07-31	No
Opinion of an independent qualified public accountant for this plan	2012-07-31	Unqualified
Accountancy firm name	2012-07-31	MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN	2012-07-31	952036255
2011 : DEANS & HOMER PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-07-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-07-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-07-31	$0
Total income from all sources (including contributions)	2011-07-31	$1,064,704
Total loss/gain on sale of assets	2011-07-31	$0
Total of all expenses incurred	2011-07-31	$596,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-07-31	$596,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-07-31	$300,000
Value of total assets at end of year	2011-07-31	$9,488,754
Value of total assets at beginning of year	2011-07-31	$9,020,996
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-07-31	$10
Total interest from all sources	2011-07-31	$5,486
Total dividends received (eg from common stock, registered investment company shares)	2011-07-31	$202,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-07-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-07-31	$202,796
Was this plan covered by a fidelity bond	2011-07-31	Yes
Value of fidelity bond cover	2011-07-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-07-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-07-31	No
Contributions received from participants	2011-07-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-07-31	$0
Administrative expenses (other) incurred	2011-07-31	$10
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-07-31	No
Value of net income/loss	2011-07-31	$467,758
Value of net assets at end of year (total assets less liabilities)	2011-07-31	$9,488,754
Value of net assets at beginning of year (total assets less liabilities)	2011-07-31	$9,020,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-07-31	No
Were any leases to which the plan was party in default or uncollectible	2011-07-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-07-31	$8,491,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-07-31	$5,731,695
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-07-31	$697,703
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-07-31	$3,039,301
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-07-31	$3,039,301
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-07-31	$5,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-07-31	$556,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-07-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-07-31	No
Has the plan failed to provide any benefit when due under the plan	2011-07-31	No
Contributions received in cash from employer	2011-07-31	$300,000
Employer contributions (assets) at end of year	2011-07-31	$300,000
Employer contributions (assets) at beginning of year	2011-07-31	$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-07-31	$596,936
Did the plan have assets held for investment	2011-07-31	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	2011-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-07-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-07-31	No
Opinion of an independent qualified public accountant for this plan	2011-07-31	Unqualified
Accountancy firm name	2011-07-31	MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN	2011-07-31	952036255
2010 : DEANS & HOMER PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-07-31	$0

Form 5500 Responses for DEANS & HOMER PENSION PLAN

2014: DEANS & HOMER PENSION PLAN 2014 form 5500 responses
2014-08-01	Type of plan entity	Single employer plan
2014-08-01	Submission has been amended	No
2014-08-01	This submission is the final filing	Yes
2014-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-08-01	Plan is a collectively bargained plan	No
2014-08-01	Plan funding arrangement – Trust	Yes
2014-08-01	Plan benefit arrangement – Insurance	Yes
2014-08-01	Plan benefit arrangement - Trust	Yes
2013: DEANS & HOMER PENSION PLAN 2013 form 5500 responses
2013-08-01	Type of plan entity	Single employer plan
2013-08-01	Submission has been amended	No
2013-08-01	This submission is the final filing	No
2013-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-08-01	Plan is a collectively bargained plan	No
2013-08-01	Plan funding arrangement – Trust	Yes
2013-08-01	Plan benefit arrangement - Trust	Yes
2012: DEANS & HOMER PENSION PLAN 2012 form 5500 responses
2012-08-01	Type of plan entity	Single employer plan
2012-08-01	Submission has been amended	No
2012-08-01	This submission is the final filing	No
2012-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-08-01	Plan is a collectively bargained plan	No
2012-08-01	Plan funding arrangement – Trust	Yes
2012-08-01	Plan benefit arrangement - Trust	Yes
2011: DEANS & HOMER PENSION PLAN 2011 form 5500 responses
2011-08-01	Type of plan entity	Single employer plan
2011-08-01	Submission has been amended	Yes
2011-08-01	This submission is the final filing	No
2011-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-08-01	Plan is a collectively bargained plan	No
2011-08-01	Plan funding arrangement – Trust	Yes
2011-08-01	Plan benefit arrangement - Trust	Yes
2009: DEANS & HOMER PENSION PLAN 2009 form 5500 responses
2009-08-01	Type of plan entity	Single employer plan
2009-08-01	Submission has been amended	No
2009-08-01	This submission is the final filing	No
2009-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-08-01	Plan is a collectively bargained plan	No
2009-08-01	Plan funding arrangement – Trust	Yes
2009-08-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DEANS AND HOMER
Employer identification number (EIN):	941072984
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	0000-00-00
Company Identification Number:	C0223353
Legal Registered Office Address:	340 Pine St Fl 2San FranciscoCA94104 United States of America (USA)