401k Plan data: SPINNAKER TRUST 401K EMPLOYEE STOCK OWNERSHIP PLAN plan

SPINNAKER TRUST 401K EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	SPINNAKER TRUST 401K EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	001

SPINNAKER TRUST 401K EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

SPINNAKER TRUST has sponsored the creation of one or more 401k plans.

Company Name: SPINNAKER TRUST

Employer identification number (EIN): 010542995

NAIC Classification: 525920
NAIC Description: Trusts, Estates, and Agency Accounts

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPINNAKER TRUST 401K EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2011-01-01 KAREN LOWELL
001 2010-01-01 KAREN LOWELL
001 2009-01-01 KIM VOLK

Plan id#	Filing Submission Date	Name of Administrator
001	2011-01-01	KAREN LOWELL
001	2010-01-01	KAREN LOWELL
001	2009-01-01	KIM VOLK

Plan Statistics for SPINNAKER TRUST 401K EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for SPINNAKER TRUST 401K EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2011: SPINNAKER TRUST 401K EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 15
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 5
Total of all active and inactive participants 2011-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 20
Number of participants with account balances 2011-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2010: SPINNAKER TRUST 401K EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 11
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 4
Total of all active and inactive participants 2010-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 15
Number of participants with account balances 2010-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: SPINNAKER TRUST 401K EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 11
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 2
Total of all active and inactive participants 2009-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 13
Number of participants with account balances 2009-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: SPINNAKER TRUST 401K EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	15
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	5
Total of all active and inactive participants	2011-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	20
Number of participants with account balances	2011-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2010: SPINNAKER TRUST 401K EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	11
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	4
Total of all active and inactive participants	2010-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	15
Number of participants with account balances	2010-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: SPINNAKER TRUST 401K EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	11
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	2
Total of all active and inactive participants	2009-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	13
Number of participants with account balances	2009-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SPINNAKER TRUST 401K EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2011 : SPINNAKER TRUST 401K EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$307,475
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$172,145
Expenses. Total of all expenses incurred	2011-12-31	$43,503
Benefits paid (including direct rollovers)	2011-12-31	$43,443
Total plan assets at end of year	2011-12-31	$4,477,141
Total plan assets at beginning of year	2011-12-31	$4,041,024
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$85,558
Other income received	2011-12-31	$-13,413
Net income (gross income less expenses)	2011-12-31	$128,642
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,169,666
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,041,024
Assets. Value of employer securities	2011-12-31	$1,644,732
Total contributions received or receivable from employer(s)	2011-12-31	$100,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$60
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SPINNAKER TRUST 401K EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$955,818
Expenses. Total of all expenses incurred	2010-12-31	$111,183
Benefits paid (including direct rollovers)	2010-12-31	$111,033
Total plan assets at end of year	2010-12-31	$4,041,024
Total plan assets at beginning of year	2010-12-31	$3,196,389
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$79,000
Contributions received from other sources (not participants or employers)	2010-12-31	$267,147
Other income received	2010-12-31	$508,347
Net income (gross income less expenses)	2010-12-31	$844,635
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,041,024
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,196,389
Assets. Value of participant loans	2010-12-31	$26,307
Assets. Value of employer securities	2010-12-31	$1,340,199
Total contributions received or receivable from employer(s)	2010-12-31	$101,324
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : SPINNAKER TRUST 401K EMPLOYEE STOCK OWNERSHIP 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 SPINNAKER TRUST 401K EMPLOYEE STOCK OWNERSHIP PLAN

2011: SPINNAKER TRUST 401K EMPLOYEE STOCK OWNERSHIP 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: SPINNAKER TRUST 401K EMPLOYEE STOCK OWNERSHIP 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: SPINNAKER TRUST 401K EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN [EIN = 010513167]

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Company Name:	SPINNAKER TRUST
Employer identification number (EIN):	010542995
NAIC Classification:	525920
NAIC Description:	Trusts, Estates, and Agency Accounts