401k Plan data: CPE HR CORPORATE 401(K) PLAN plan

CPE HR CORPORATE 401(K) PLAN 401k Plan overview

Plan Name	CPE HR CORPORATE 401(K) PLAN
Plan identification number	004

CPE HR CORPORATE 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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

GRACE DRULIAS has sponsored the creation of one or more 401k plans.

Company Name: GRACE DRULIAS

Employer identification number (EIN): 954091491

NAIC Classification: 561300

Additional information about GRACE DRULIAS

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1987-03-02

Company Identification Number: C1400674

Legal Registered Office Address: 818 West Seventh St Ste 930

Los Angeles
United States of America (USA)
90017

More information about GRACE DRULIAS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CPE HR CORPORATE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2015-01-01 CPE HR CORPORATE 401K PLAN
004 2014-01-01 GRACE DRULIAS
004 2013-01-01 GRACE DRULIAS
004 2012-01-01 GRACE DRULIAS
004 2011-01-01 GRACE DRULIAS
004 2009-01-01 GRACE DRULIAS

Plan id#	Filing Submission Date	Name of Administrator
004	2015-01-01	CPE HR CORPORATE 401K PLAN
004	2014-01-01	GRACE DRULIAS
004	2013-01-01	GRACE DRULIAS
004	2012-01-01	GRACE DRULIAS
004	2011-01-01	GRACE DRULIAS
004	2009-01-01	GRACE DRULIAS

Plan Statistics for CPE HR CORPORATE 401(K) PLAN

401k plan membership statisitcs for CPE HR CORPORATE 401(K) PLAN

Measure Date Value
2015: CPE HR CORPORATE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 168
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 110
Number of other retired or separated participants entitled to future benefits 2015-01-01 66
Total of all active and inactive participants 2015-01-01 176
Total participants 2015-01-01 176
Number of participants with account balances 2015-01-01 172
2014: CPE HR CORPORATE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 110
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 56
Total of all active and inactive participants 2014-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 166
Number of participants with account balances 2014-01-01 164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CPE HR CORPORATE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 88
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 52
Total of all active and inactive participants 2013-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 142
Number of participants with account balances 2013-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CPE HR CORPORATE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 84
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 47
Total of all active and inactive participants 2012-01-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 133
Number of participants with account balances 2012-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 8
2011: CPE HR CORPORATE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 79
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 42
Total of all active and inactive participants 2011-01-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 123
Number of participants with account balances 2011-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4
2009: CPE HR CORPORATE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 77
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 31
Total of all active and inactive participants 2009-01-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 108
Number of participants with account balances 2009-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 5

Measure	Date	Value
2015: CPE HR CORPORATE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	168
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	110
Number of other retired or separated participants entitled to future benefits	2015-01-01	66
Total of all active and inactive participants	2015-01-01	176
Total participants	2015-01-01	176
Number of participants with account balances	2015-01-01	172
2014: CPE HR CORPORATE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	110
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	56
Total of all active and inactive participants	2014-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	166
Number of participants with account balances	2014-01-01	164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CPE HR CORPORATE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	88
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	52
Total of all active and inactive participants	2013-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	142
Number of participants with account balances	2013-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CPE HR CORPORATE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	84
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	47
Total of all active and inactive participants	2012-01-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	133
Number of participants with account balances	2012-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	8
2011: CPE HR CORPORATE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	79
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	42
Total of all active and inactive participants	2011-01-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	123
Number of participants with account balances	2011-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4
2009: CPE HR CORPORATE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	77
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	31
Total of all active and inactive participants	2009-01-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	108
Number of participants with account balances	2009-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	5

Financial Data on CPE HR CORPORATE 401(K) PLAN

Measure	Date	Value
2015 : CPE HR CORPORATE 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$891,537
Total of all expenses incurred	2015-12-31	$614,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$603,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$947,774
Value of total assets at end of year	2015-12-31	$7,291,990
Value of total assets at beginning of year	2015-12-31	$7,014,496
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$10,582
Total interest from all sources	2015-12-31	$17,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$526,544
Participant contributions at end of year	2015-12-31	$426,457
Participant contributions at beginning of year	2015-12-31	$334,780
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$105,640
Other income not declared elsewhere	2015-12-31	$16,053
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$277,494
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$7,291,990
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$7,014,496
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$5,728,906
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$5,667,195
Interest on participant loans	2015-12-31	$17,088
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,136,627
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,012,521
Net investment gain/loss from pooled separate accounts	2015-12-31	$-89,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$315,590
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$603,461
Contract administrator fees	2015-12-31	$10,582
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WALTERS & SKLYAR LLP
Accountancy firm EIN	2015-12-31	475677171
2014 : CPE HR CORPORATE 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$1,166,507
Total of all expenses incurred	2014-12-31	$341,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$325,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$801,768
Value of total assets at end of year	2014-12-31	$7,014,496
Value of total assets at beginning of year	2014-12-31	$6,189,157
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$15,356
Total interest from all sources	2014-12-31	$16,148
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$519,290
Participant contributions at end of year	2014-12-31	$334,780
Participant contributions at beginning of year	2014-12-31	$353,764
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$3,266
Other income not declared elsewhere	2014-12-31	$15,244
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	$825,339
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$7,014,496
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,189,157
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 pooled separate accounts at end of year	2014-12-31	$5,667,195
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$4,923,273
Interest on participant loans	2014-12-31	$16,148
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,012,521
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$902,574
Net investment gain/loss from pooled separate accounts	2014-12-31	$333,347
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	$279,212
Employer contributions (assets) at beginning of year	2014-12-31	$9,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$325,812
Contract administrator fees	2014-12-31	$15,356
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	KELLOGG & ANDELSON ACCOUNTANCY CORP
Accountancy firm EIN	2014-12-31	952793306
2013 : CPE HR CORPORATE 401(K) PLAN 2013 401k financial data
Total transfer of assets from this plan	2013-12-31	$64,032
Total income from all sources (including contributions)	2013-12-31	$1,731,772
Total of all expenses incurred	2013-12-31	$125,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$112,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$836,844
Value of total assets at end of year	2013-12-31	$6,189,157
Value of total assets at beginning of year	2013-12-31	$4,646,780
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$13,100
Total interest from all sources	2013-12-31	$31,358
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
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	$502,370
Participant contributions at end of year	2013-12-31	$353,764
Participant contributions at beginning of year	2013-12-31	$301,150
Participant contributions at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$66,385
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	$1,606,409
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,189,157
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,646,780
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 pooled separate accounts at end of year	2013-12-31	$4,923,273
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$3,344,330
Interest on participant loans	2013-12-31	$14,813
Interest earned on other investments	2013-12-31	$16,545
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$902,574
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$985,443
Net investment gain/loss from pooled separate accounts	2013-12-31	$863,570
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	$268,089
Employer contributions (assets) at end of year	2013-12-31	$9,546
Employer contributions (assets) at beginning of year	2013-12-31	$15,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$112,263
Contract administrator fees	2013-12-31	$13,100
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	2013-12-31	No
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	KELLOGG & ANDELSON ACCOUNTANCY CORP
Accountancy firm EIN	2013-12-31	952793306
2012 : CPE HR CORPORATE 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,070,282
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$236,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$224,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$692,920
Value of total assets at end of year	2012-12-31	$4,646,780
Value of total assets at beginning of year	2012-12-31	$3,813,349
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$12,097
Total interest from all sources	2012-12-31	$31,936
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$400,000
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	$454,555
Participant contributions at end of year	2012-12-31	$301,150
Participant contributions at beginning of year	2012-12-31	$285,539
Participant contributions at end of year	2012-12-31	$0
Participant contributions 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	$833,431
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$4,646,780
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,813,349
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 pooled separate accounts at end of year	2012-12-31	$3,344,330
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$2,504,394
Interest on participant loans	2012-12-31	$13,047
Interest earned on other investments	2012-12-31	$18,889
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$985,443
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$997,733
Net investment gain/loss from pooled separate accounts	2012-12-31	$345,426
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	$238,365
Employer contributions (assets) at end of year	2012-12-31	$15,857
Employer contributions (assets) at beginning of year	2012-12-31	$25,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$224,754
Contract administrator fees	2012-12-31	$12,097
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	2012-12-31	No
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	KELLOGG & ANDELSON ACCOUNTANCY CORP
Accountancy firm EIN	2012-12-31	952793306
2011 : CPE HR CORPORATE 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$640,436
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$184,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$172,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$680,838
Value of total assets at end of year	2011-12-31	$3,813,349
Value of total assets at beginning of year	2011-12-31	$3,357,801
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$12,302
Total interest from all sources	2011-12-31	$36,472
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$12,302
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$400,000
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	$439,016
Participant contributions at end of year	2011-12-31	$285,539
Participant contributions at beginning of year	2011-12-31	$214,029
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$207
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	$455,548
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,813,349
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,357,801
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 pooled separate accounts at end of year	2011-12-31	$2,504,394
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$2,300,972
Interest on participant loans	2011-12-31	$12,317
Interest earned on other investments	2011-12-31	$24,155
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$997,733
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$837,168
Net investment gain/loss from pooled separate accounts	2011-12-31	$-76,874
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	$241,822
Employer contributions (assets) at end of year	2011-12-31	$25,683
Employer contributions (assets) at beginning of year	2011-12-31	$5,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$172,586
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	2011-12-31	No
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	KELLOGG & ANDELSON ACCOUNTANCY CORP
Accountancy firm EIN	2011-12-31	952793306
2010 : CPE HR CORPORATE 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	$0
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	$1,018,360
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$82,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$71,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$696,156
Value of total assets at end of year	2010-12-31	$3,357,801
Value of total assets at beginning of year	2010-12-31	$2,422,428
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$11,736
Total interest from all sources	2010-12-31	$32,721
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$11,736
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$300,000
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	$441,745
Participant contributions at end of year	2010-12-31	$214,029
Participant contributions at beginning of year	2010-12-31	$134,267
Participant contributions at end of year	2010-12-31	$207
Participant contributions at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$19,088
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	$935,373
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,357,801
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,422,428
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 pooled separate accounts at end of year	2010-12-31	$2,300,972
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$1,513,534
Interest on participant loans	2010-12-31	$8,529
Interest earned on other investments	2010-12-31	$24,192
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$837,168
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$763,944
Net investment gain/loss from pooled separate accounts	2010-12-31	$289,483
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	$235,323
Employer contributions (assets) at end of year	2010-12-31	$5,425
Employer contributions (assets) at beginning of year	2010-12-31	$10,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$71,251
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	KELLOGG & ANDELSON ACCOUNTANCY CORP
Accountancy firm EIN	2010-12-31	952793306
2009 : CPE HR CORPORATE 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 CPE HR CORPORATE 401(K) PLAN

2015: CPE HR CORPORATE 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CPE HR CORPORATE 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CPE HR CORPORATE 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CPE HR CORPORATE 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CPE HR CORPORATE 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: CPE HR CORPORATE 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

999061-000

Policy instance

Insurance contract or identification number	999061-000
Number of Individuals Covered	172
Total amount of commissions paid to insurance broker	USD $6,866
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,433
Insurance broker organization code?	3
Insurance broker name	SBHU LIFE AGENCY INC

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

999061

Policy instance

Insurance contract or identification number	999061
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $6,234
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,117
Additional information about fees paid to insurance broker	3
Insurance broker organization code?	3
Insurance broker name	SBHU LIFE AGENCY INC

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

999061

Policy instance

Insurance contract or identification number	999061
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $4,992
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $2,496
Insurance broker organization code?	3
Insurance broker name	SBHU LIFE AGENCY INC

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

999061

Policy instance

Insurance contract or identification number	999061
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $3,924
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $1,962
Insurance broker organization code?	3
Insurance broker name	SBHU LIFE AGENCY INC

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

999061

Policy instance

Insurance contract or identification number	999061
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $1,112
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

999061

Policy instance

Insurance contract or identification number	999061
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

Potentially related plans

CPE HR MULTIPLE EMPLOYER 401(K) PLAN [EIN = 954091490]

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The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
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See full terms and conditions

Company Name:	GRACE DRULIAS
Employer identification number (EIN):	954091491
NAIC Classification:	561300

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1987-03-02
Company Identification Number:	C1400674
Legal Registered Office Address:	818 West Seventh St Ste 930 Los Angeles United States of America (USA) 90017