401k Plan data: BENEFITMALL 401(K) PLAN plan

BENEFITMALL 401(K) PLAN 401k Plan overview

Plan Name	BENEFITMALL 401(K) PLAN
Plan identification number	001

BENEFITMALL 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.

401k Sponsoring company profile

CENTERSTONE INSURANCE AND FINANCIAL SERVICES DBA BENEFITMALL has sponsored the creation of one or more 401k plans.

Company Name: CENTERSTONE INSURANCE AND FINANCIAL SERVICES DBA BENEFITMALL

Employer identification number (EIN): 954018229

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about CENTERSTONE INSURANCE AND FINANCIAL SERVICES DBA BENEFITMALL

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1986-03-25

Company Identification Number: C1369303

Legal Registered Office Address: 2710 Gateway Oaks Dr Ste 150N

Sacramento
United States of America (USA)
95833

More information about CENTERSTONE INSURANCE AND FINANCIAL SERVICES DBA BENEFITMALL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BENEFITMALL 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 CHRIS VAEREWYCK CHRIS VAEREWYCK 2015-10-15
001 2013-01-01 CHRIS VAEREWYCK
001 2012-01-01 CHRIS VAEREWYCK CHRIS VAEREWYCK 2013-10-15
001 2011-01-01 JEFFRY J. LEWIS JEFFRY J. LEWIS 2012-07-31
001 2010-01-01 JEFFRY J. LEWIS JEFFRY J. LEWIS 2011-07-21
001 2009-01-01 JEFFRY J. LEWIS JEFFRY J. LEWIS 2011-07-20
001 2009-01-01 JEFFRY J. LEWIS JEFFRY J. LEWIS 2011-07-21
001 2009-01-01 JEFFRY J. LEWIS

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	CHRIS VAEREWYCK	CHRIS VAEREWYCK	2015-10-15
001	2013-01-01	CHRIS VAEREWYCK
001	2012-01-01	CHRIS VAEREWYCK	CHRIS VAEREWYCK	2013-10-15
001	2011-01-01	JEFFRY J. LEWIS	JEFFRY J. LEWIS	2012-07-31
001	2010-01-01	JEFFRY J. LEWIS	JEFFRY J. LEWIS	2011-07-21
001	2009-01-01	JEFFRY J. LEWIS	JEFFRY J. LEWIS	2011-07-20
001	2009-01-01	JEFFRY J. LEWIS	JEFFRY J. LEWIS	2011-07-21
001	2009-01-01	JEFFRY J. LEWIS

Plan Statistics for BENEFITMALL 401(K) PLAN

401k plan membership statisitcs for BENEFITMALL 401(K) PLAN

Measure Date Value
2014: BENEFITMALL 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 692
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 642
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 101
Total of all active and inactive participants 2014-01-01 743
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 743
Number of participants with account balances 2014-01-01 658
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 25
2013: BENEFITMALL 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 702
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 607
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 84
Total of all active and inactive participants 2013-01-01 691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 691
Number of participants with account balances 2013-01-01 565
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 49
2012: BENEFITMALL 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 682
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 634
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 68
Total of all active and inactive participants 2012-01-01 702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 702
Number of participants with account balances 2012-01-01 561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 32
2011: BENEFITMALL 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 677
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 614
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 68
Total of all active and inactive participants 2011-01-01 682
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 682
Number of participants with account balances 2011-01-01 505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 33
2010: BENEFITMALL 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 556
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 616
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 61
Total of all active and inactive participants 2010-01-01 677
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 677
Number of participants with account balances 2010-01-01 456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 17
2009: BENEFITMALL 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 643
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 489
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 67
Total of all active and inactive participants 2009-01-01 556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 556
Number of participants with account balances 2009-01-01 438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 24

Measure	Date	Value
2014: BENEFITMALL 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	692
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	642
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	101
Total of all active and inactive participants	2014-01-01	743
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	743
Number of participants with account balances	2014-01-01	658
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	25
2013: BENEFITMALL 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	702
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	607
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	84
Total of all active and inactive participants	2013-01-01	691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	691
Number of participants with account balances	2013-01-01	565
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	49
2012: BENEFITMALL 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	682
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	634
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	68
Total of all active and inactive participants	2012-01-01	702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	702
Number of participants with account balances	2012-01-01	561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	32
2011: BENEFITMALL 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	677
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	614
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	68
Total of all active and inactive participants	2011-01-01	682
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	682
Number of participants with account balances	2011-01-01	505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	33
2010: BENEFITMALL 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	556
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	616
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	61
Total of all active and inactive participants	2010-01-01	677
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	677
Number of participants with account balances	2010-01-01	456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	17
2009: BENEFITMALL 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	643
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	489
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	67
Total of all active and inactive participants	2009-01-01	556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	556
Number of participants with account balances	2009-01-01	438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	24

Financial Data on BENEFITMALL 401(K) PLAN

Measure	Date	Value
2014 : BENEFITMALL 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$6,723,148
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$4,166,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$3,980,599
Expenses. Certain deemed distributions of participant loans	2014-12-31	$92,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$4,715,411
Value of total assets at end of year	2014-12-31	$35,667,115
Value of total assets at beginning of year	2014-12-31	$33,110,088
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$93,289
Total interest from all sources	2014-12-31	$48,235
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$476,858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$476,858
Administrative expenses professional fees incurred	2014-12-31	$93,289
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$3,020,678
Participant contributions at end of year	2014-12-31	$1,137,360
Participant contributions at beginning of year	2014-12-31	$1,163,307
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$653,349
Other income not declared elsewhere	2014-12-31	$49,063
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$2,557,027
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$35,667,115
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$33,110,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$28,989,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$27,371,087
Interest on participant loans	2014-12-31	$48,235
Value of interest in common/collective trusts at end of year	2014-12-31	$5,540,390
Value of interest in common/collective trusts at beginning of year	2014-12-31	$4,575,694
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,406,669
Net investment gain or loss from common/collective trusts	2014-12-31	$26,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,041,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$3,980,599
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MONTGOMERY COSCIA GREILICH LLP
Accountancy firm EIN	2014-12-31	752919818
2013 : BENEFITMALL 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$72,242
Total income from all sources (including contributions)	2013-12-31	$9,390,673
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$3,309,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$3,329,248
Value of total corrective distributions	2013-12-31	$11,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$3,910,526
Value of total assets at end of year	2013-12-31	$33,110,088
Value of total assets at beginning of year	2013-12-31	$27,100,789
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$-31,903
Total interest from all sources	2013-12-31	$53,558
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$209,128
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$209,128
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$2,777,602
Participant contributions at end of year	2013-12-31	$1,163,307
Participant contributions at beginning of year	2013-12-31	$1,214,218
Participant contributions at beginning of year	2013-12-31	$111,634
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$127,615
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$72,242
Administrative expenses (other) incurred	2013-12-31	$-31,903
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$6,081,541
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$33,110,088
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$27,028,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$27,371,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$22,040,032
Interest on participant loans	2013-12-31	$53,558
Value of interest in common/collective trusts at end of year	2013-12-31	$4,575,694
Value of interest in common/collective trusts at beginning of year	2013-12-31	$3,691,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$5,187,761
Net investment gain or loss from common/collective trusts	2013-12-31	$29,700
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,005,309
Employer contributions (assets) at beginning of year	2013-12-31	$43,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$3,329,248
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MONTGOMERY COSCIA GREILICH LLP
Accountancy firm EIN	2013-12-31	752919818
2012 : BENEFITMALL 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$72,242
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$131,320
Total income from all sources (including contributions)	2012-12-31	$6,742,231
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,601,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,511,892
Expenses. Certain deemed distributions of participant loans	2012-12-31	$-9,812
Value of total corrective distributions	2012-12-31	$195,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$3,662,201
Value of total assets at end of year	2012-12-31	$27,100,789
Value of total assets at beginning of year	2012-12-31	$22,018,757
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$-96,530
Total interest from all sources	2012-12-31	$43,487
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$232,791
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$232,791
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$2,623,809
Participant contributions at end of year	2012-12-31	$1,214,218
Participant contributions at beginning of year	2012-12-31	$989,598
Participant contributions at end of year	2012-12-31	$111,634
Participant contributions at beginning of year	2012-12-31	$103,163
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$95,870
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$72,242
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$131,320
Other income not declared elsewhere	2012-12-31	$6,113
Administrative expenses (other) incurred	2012-12-31	$-96,530
Total non interest bearing cash at beginning of year	2012-12-31	$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	2012-12-31	No
Value of net income/loss	2012-12-31	$5,141,110
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$27,028,547
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$21,887,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$22,040,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$17,637,463
Interest on participant loans	2012-12-31	$43,487
Value of interest in common/collective trusts at end of year	2012-12-31	$3,691,357
Value of interest in common/collective trusts at beginning of year	2012-12-31	$3,247,317
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$2,761,969
Net investment gain or loss from common/collective trusts	2012-12-31	$35,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$942,522
Employer contributions (assets) at end of year	2012-12-31	$43,548
Employer contributions (assets) at beginning of year	2012-12-31	$41,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,511,892
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	GOLDIN PEISER & PEISER
Accountancy firm EIN	2012-12-31	752515294
2011 : BENEFITMALL 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	$131,321
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$172,295
Total income from all sources (including contributions)	2011-12-31	$2,833,391
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,740,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,605,702
Expenses. Certain deemed distributions of participant loans	2011-12-31	$16,578
Value of total corrective distributions	2011-12-31	$86,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$3,395,906
Value of total assets at end of year	2011-12-31	$22,018,757
Value of total assets at beginning of year	2011-12-31	$20,966,476
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$31,588
Total interest from all sources	2011-12-31	$40,036
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$188,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$188,273
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$15,000,000
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	$2,395,578
Participant contributions at end of year	2011-12-31	$989,598
Participant contributions at beginning of year	2011-12-31	$951,242
Participant contributions at end of year	2011-12-31	$103,163
Participant contributions at beginning of year	2011-12-31	$26,370
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$210,844
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$131,321
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$172,295
Other income not declared elsewhere	2011-12-31	$-42
Administrative expenses (other) incurred	2011-12-31	$31,588
Total non interest bearing cash at end of year	2011-12-31	$0
Total non interest bearing cash at beginning of year	2011-12-31	$43
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	$1,093,255
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$21,887,436
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$20,794,181
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	$17,637,463
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$16,828,824
Interest on participant loans	2011-12-31	$40,036
Value of interest in common/collective trusts at end of year	2011-12-31	$3,247,317
Value of interest in common/collective trusts at beginning of year	2011-12-31	$3,151,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-839,391
Net investment gain or loss from common/collective trusts	2011-12-31	$48,609
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	$789,484
Employer contributions (assets) at end of year	2011-12-31	$41,216
Employer contributions (assets) at beginning of year	2011-12-31	$8,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,605,702
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	GOLDIN PEISER & PEISER
Accountancy firm EIN	2011-12-31	752515294
2010 : BENEFITMALL 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	$172,295
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	$5,965,197
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,799,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,667,591
Value of total corrective distributions	2010-12-31	$102,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$3,545,160
Value of total assets at end of year	2010-12-31	$20,966,476
Value of total assets at beginning of year	2010-12-31	$16,628,150
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$29,471
Total interest from all sources	2010-12-31	$38,720
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$156,264
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	$156,264
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$15,000,000
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	$2,260,358
Participant contributions at end of year	2010-12-31	$951,242
Participant contributions at beginning of year	2010-12-31	$656,561
Participant contributions at end of year	2010-12-31	$26,370
Participant contributions at beginning of year	2010-12-31	$27,274
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$478,648
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$172,295
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$22,097
Administrative expenses (other) incurred	2010-12-31	$29,471
Total non interest bearing cash at end of year	2010-12-31	$43
Total non interest bearing cash at beginning of year	2010-12-31	$43
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	$4,166,031
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$20,794,181
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$16,628,150
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	$16,828,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$13,233,132
Interest on participant loans	2010-12-31	$38,720
Value of interest in common/collective trusts at end of year	2010-12-31	$3,151,290
Value of interest in common/collective trusts at beginning of year	2010-12-31	$2,701,942
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$2,184,656
Net investment gain or loss from common/collective trusts	2010-12-31	$18,300
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	$806,154
Employer contributions (assets) at end of year	2010-12-31	$8,707
Employer contributions (assets) at beginning of year	2010-12-31	$9,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,667,591
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
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	PER EMAI
Accountancy firm EIN	2010-12-31	752515294
2009 : BENEFITMALL 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 BENEFITMALL 401(K) PLAN

2014: BENEFITMALL 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BENEFITMALL 401(K) 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	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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: BENEFITMALL 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	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: BENEFITMALL 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
2010: BENEFITMALL 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: BENEFITMALL 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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:	CENTERSTONE INSURANCE AND FINANCIAL SERVICES DBA BENEFITMALL
Employer identification number (EIN):	954018229
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1986-03-25
Company Identification Number:	C1369303
Legal Registered Office Address:	2710 Gateway Oaks Dr Ste 150N Sacramento United States of America (USA) 95833