401k Plan data: 401(K) PLAN OF BLACKSTONE BUSINESS ENTERPRISES, INC. plan

401(K) PLAN OF BLACKSTONE BUSINESS ENTERPRISES, INC. 401k Plan overview

Plan Name	401(K) PLAN OF BLACKSTONE BUSINESS ENTERPRISES, INC.
Plan identification number	001

401(K) PLAN OF BLACKSTONE BUSINESS ENTERPRISES, INC. 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.
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

BLACKSTONE BUSINESS ENTERPRISES, INC. has sponsored the creation of one or more 401k plans.

Company Name: BLACKSTONE BUSINESS ENTERPRISES, INC.

Employer identification number (EIN): 161459838

NAIC Classification: 332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(K) PLAN OF BLACKSTONE BUSINESS ENTERPRISES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 MICHAEL D. METZGER
001 2012-01-01 MICHAEL D. METZGER 2013-05-22
001 2011-04-01 MICHAEL D. METZGER 2012-07-03
001 2010-04-01 MICHAEL D. METZGER 2011-12-22
001 2009-04-01 MICHAEL D. METZGER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2013-01-01	MICHAEL D. METZGER
001	2012-01-01	MICHAEL D. METZGER	2013-05-22
001	2011-04-01	MICHAEL D. METZGER	2012-07-03
001	2010-04-01	MICHAEL D. METZGER	2011-12-22
001	2009-04-01	MICHAEL D. METZGER

Plan Statistics for 401(K) PLAN OF BLACKSTONE BUSINESS ENTERPRISES, INC.

401k plan membership statisitcs for 401(K) PLAN OF BLACKSTONE BUSINESS ENTERPRISES, INC.

Measure Date Value
2013: 401(K) PLAN OF BLACKSTONE BUSINESS ENTERPRISES, INC. 2013 401k membership
Total participants, beginning-of-year 2013-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 93
Number of retired or separated participants receiving benefits 2013-01-01 12
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 105
Number of participants with account balances 2013-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2009: 401(K) PLAN OF BLACKSTONE BUSINESS ENTERPRISES, INC. 2009 401k membership
Total participants, beginning-of-year 2009-04-01 119
Total number of active participants reported on line 7a of the Form 5500 2009-04-01 66
Number of retired or separated participants receiving benefits 2009-04-01 0
Number of other retired or separated participants entitled to future benefits 2009-04-01 20
Total of all active and inactive participants 2009-04-01 86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-04-01 0
Total participants 2009-04-01 86
Number of participants with account balances 2009-04-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-04-01 25

Measure	Date	Value
2013: 401(K) PLAN OF BLACKSTONE BUSINESS ENTERPRISES, INC. 2013 401k membership
Total participants, beginning-of-year	2013-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	93
Number of retired or separated participants receiving benefits	2013-01-01	12
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	105
Number of participants with account balances	2013-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2009: 401(K) PLAN OF BLACKSTONE BUSINESS ENTERPRISES, INC. 2009 401k membership
Total participants, beginning-of-year	2009-04-01	119
Total number of active participants reported on line 7a of the Form 5500	2009-04-01	66
Number of retired or separated participants receiving benefits	2009-04-01	0
Number of other retired or separated participants entitled to future benefits	2009-04-01	20
Total of all active and inactive participants	2009-04-01	86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-04-01	0
Total participants	2009-04-01	86
Number of participants with account balances	2009-04-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-04-01	25

Financial Data on 401(K) PLAN OF BLACKSTONE BUSINESS ENTERPRISES, INC.

Measure	Date	Value
2013 : 401(K) PLAN OF BLACKSTONE BUSINESS ENTERPRISES, INC. 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	$0
Total income from all sources (including contributions)	2013-12-31	$826,099
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$124,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$84,381
Expenses. Certain deemed distributions of participant loans	2013-12-31	$2,014
Value of total corrective distributions	2013-12-31	$27,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$181,374
Value of total assets at end of year	2013-12-31	$3,655,542
Value of total assets at beginning of year	2013-12-31	$2,953,612
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$10,318
Total interest from all sources	2013-12-31	$3,376
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$10,318
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$300,000
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	$181,374
Participant contributions at end of year	2013-12-31	$9,387
Participant contributions at beginning of year	2013-12-31	$18,071
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$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	2013-12-31	No
Value of net income/loss	2013-12-31	$701,930
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,655,542
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,953,612
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	$3,106,496
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$2,268,760
Interest on participant loans	2013-12-31	$648
Interest earned on other investments	2013-12-31	$2,728
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$539,659
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$666,781
Net investment gain/loss from pooled separate accounts	2013-12-31	$641,349
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
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$84,381
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	JOHN S. TRUSSALO CPA PC
Accountancy firm EIN	2013-12-31	161506673
2010 : 401(K) PLAN OF BLACKSTONE BUSINESS ENTERPRISES, INC. 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-03-31	$0

Form 5500 Responses for 401(K) PLAN OF BLACKSTONE BUSINESS ENTERPRISES, INC.

2013: 401(K) PLAN OF BLACKSTONE BUSINESS ENTERPRISES, INC. 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 – 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
2009: 401(K) PLAN OF BLACKSTONE BUSINESS ENTERPRISES, INC. 2009 form 5500 responses
2009-04-01	Type of plan entity	Single employer plan
2009-04-01	Submission has been amended	No
2009-04-01	This submission is the final filing	No
2009-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-04-01	Plan is a collectively bargained plan	No
2009-04-01	Plan funding arrangement – Insurance	Yes
2009-04-01	Plan funding arrangement – Trust	Yes
2009-04-01	Plan benefit arrangement – Insurance	Yes
2009-04-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

341922-000

Policy instance

Insurance contract or identification number	341922-000
Number of Individuals Covered	75
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $17,978
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	16383
Additional information about fees paid to insurance broker	BROKER
Insurance broker organization code?	3
Insurance broker name	THE VARGO COMPANY

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Company Name:	BLACKSTONE BUSINESS ENTERPRISES, INC.
Employer identification number (EIN):	161459838
NAIC Classification:	332900