401k Plan data: KAISER SYSTEMS, INC. RETIREMENT PLAN plan

KAISER SYSTEMS, INC. RETIREMENT PLAN 401k Plan overview

Plan Name	KAISER SYSTEMS, INC. RETIREMENT PLAN
Plan identification number	001

KAISER SYSTEMS, INC. RETIREMENT 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KAISER SYSTEMS, INC. has sponsored the creation of one or more 401k plans.

Company Name: KAISER SYSTEMS, INC.

Employer identification number (EIN): 042702614

NAIC Classification: 335900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KAISER SYSTEMS, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-01-01 CRAIG BEEM CRAIG BEEM 2013-09-23
001 2011-01-01 JOYCE BOWEN
001 2009-01-01 JOYCE BOWEN JOYCE BOWEN 2010-06-22

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2012-01-01	CRAIG BEEM	CRAIG BEEM	2013-09-23
001	2011-01-01	JOYCE BOWEN
001	2009-01-01	JOYCE BOWEN	JOYCE BOWEN	2010-06-22

Plan Statistics for KAISER SYSTEMS, INC. RETIREMENT PLAN

401k plan membership statisitcs for KAISER SYSTEMS, INC. RETIREMENT PLAN

Measure Date Value
2012: KAISER SYSTEMS, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 55
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 11
Total of all active and inactive participants 2012-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 66
Number of participants with account balances 2012-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: KAISER SYSTEMS, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 55
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 16
Total of all active and inactive participants 2011-01-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 72
Number of participants with account balances 2011-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: KAISER SYSTEMS, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 50
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 23
Total of all active and inactive participants 2009-01-01 74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 75
Number of participants with account balances 2009-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: KAISER SYSTEMS, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	55
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	11
Total of all active and inactive participants	2012-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	66
Number of participants with account balances	2012-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: KAISER SYSTEMS, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	55
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	16
Total of all active and inactive participants	2011-01-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	72
Number of participants with account balances	2011-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: KAISER SYSTEMS, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	50
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	23
Total of all active and inactive participants	2009-01-01	74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	75
Number of participants with account balances	2009-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on KAISER SYSTEMS, INC. RETIREMENT PLAN

Measure	Date	Value
2012 : KAISER SYSTEMS, INC. RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$903,641
Expenses. Total of all expenses incurred	2012-12-31	$1,272,864
Benefits paid (including direct rollovers)	2012-12-31	$1,263,230
Total plan assets at end of year	2012-12-31	$3,646,467
Total plan assets at beginning of year	2012-12-31	$4,015,690
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$126,022
Contributions received from other sources (not participants or employers)	2012-12-31	$73,388
Other income received	2012-12-31	$359,683
Net income (gross income less expenses)	2012-12-31	$-369,223
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,646,467
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,015,690
Assets. Value of participant loans	2012-12-31	$92,133
Total contributions received or receivable from employer(s)	2012-12-31	$344,548
Value of corrective distributions	2012-12-31	$8,834
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$800
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : KAISER SYSTEMS, INC. RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$295,936
Expenses. Total of all expenses incurred	2011-12-31	$126,080
Benefits paid (including direct rollovers)	2011-12-31	$120,372
Total plan assets at end of year	2011-12-31	$4,015,690
Total plan assets at beginning of year	2011-12-31	$3,845,834
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$112,559
Contributions received from other sources (not participants or employers)	2011-12-31	$90,375
Other income received	2011-12-31	$-89,969
Net income (gross income less expenses)	2011-12-31	$169,856
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,015,690
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,845,834
Assets. Value of participant loans	2011-12-31	$66,548
Total contributions received or receivable from employer(s)	2011-12-31	$182,971
Value of corrective distributions	2011-12-31	$5,558
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : KAISER SYSTEMS, INC. RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$477,021
Expenses. Total of all expenses incurred	2010-12-31	$437,205
Benefits paid (including direct rollovers)	2010-12-31	$429,502
Total plan assets at end of year	2010-12-31	$3,845,834
Total plan assets at beginning of year	2010-12-31	$3,806,018
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$89,280
Contributions received from other sources (not participants or employers)	2010-12-31	$105,007
Other income received	2010-12-31	$282,732
Net income (gross income less expenses)	2010-12-31	$39,816
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,845,834
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,806,018
Assets. Value of participant loans	2010-12-31	$82,363
Total contributions received or receivable from employer(s)	2010-12-31	$2
Value of corrective distributions	2010-12-31	$7,503
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : KAISER SYSTEMS, INC. RETIREMENT 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 KAISER SYSTEMS, INC. RETIREMENT PLAN

2012: KAISER SYSTEMS, INC. RETIREMENT 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 funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: KAISER SYSTEMS, INC. RETIREMENT 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 funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: KAISER SYSTEMS, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	KAISER SYSTEMS, INC.
Employer identification number (EIN):	042702614
NAIC Classification:	335900