401k Plan data: GEORGE FAMILY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN plan

GEORGE FAMILY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	GEORGE FAMILY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	002

GEORGE FAMILY ENTERPRISES, INC. 401(K) PROFIT SHARING 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
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.
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

GEORGE FAMILY ENTERPRISES, INC. NORTHERN CA. has sponsored the creation of one or more 401k plans.

Company Name: GEORGE FAMILY ENTERPRISES, INC. NORTHERN CA.

Employer identification number (EIN): 300527750

NAIC Classification: 238300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GEORGE FAMILY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-01-01 DEBRA GEORGE 2015-05-14
002 2013-01-01 DEBRA GEORGE 2014-05-29
002 2012-01-01 DEBRA GEORGE 2013-04-15
002 2011-01-01 DEBRA GEORGE 2012-04-10
002 2010-01-01 DEBRA GEORGE 2011-04-04
002 2008-10-01 DEBRA GEORGE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2014-01-01	DEBRA GEORGE	2015-05-14
002	2013-01-01	DEBRA GEORGE	2014-05-29
002	2012-01-01	DEBRA GEORGE	2013-04-15
002	2011-01-01	DEBRA GEORGE	2012-04-10
002	2010-01-01	DEBRA GEORGE	2011-04-04
002	2008-10-01	DEBRA GEORGE

Plan Statistics for GEORGE FAMILY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for GEORGE FAMILY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2008: GEORGE FAMILY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year 2008-10-01 13
Total number of active participants reported on line 7a of the Form 5500 2008-10-01 13
Number of retired or separated participants receiving benefits 2008-10-01 0
Number of other retired or separated participants entitled to future benefits 2008-10-01 1
Total of all active and inactive participants 2008-10-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-10-01 0
Total participants 2008-10-01 14
Number of participants with account balances 2008-10-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-10-01 0

Measure	Date	Value
2008: GEORGE FAMILY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year	2008-10-01	13
Total number of active participants reported on line 7a of the Form 5500	2008-10-01	13
Number of retired or separated participants receiving benefits	2008-10-01	0
Number of other retired or separated participants entitled to future benefits	2008-10-01	1
Total of all active and inactive participants	2008-10-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-10-01	0
Total participants	2008-10-01	14
Number of participants with account balances	2008-10-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-10-01	0

Financial Data on GEORGE FAMILY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2009 : GEORGE FAMILY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total plan liabilities at end of year	2009-03-31	$6,617
Total plan liabilities at beginning of year	2009-03-31	$0
Total income from all sources	2009-03-31	$32,591
Expenses. Total of all expenses incurred	2009-03-31	$162,660
Total plan assets at end of year	2009-03-31	$697,595
Total plan assets at beginning of year	2009-03-31	$821,047
Value of fidelity bond covering the plan	2009-03-31	$70,000
Total contributions received or receivable from participants	2009-03-31	$10,595
Expenses. Other expenses not covered elsewhere	2009-03-31	$162,660
Net income (gross income less expenses)	2009-03-31	$-130,069
Net plan assets at end of year (total assets less liabilities)	2009-03-31	$690,978
Net plan assets at beginning of year (total assets less liabilities)	2009-03-31	$821,047
Total contributions received or receivable from employer(s)	2009-03-31	$21,996
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-03-31	$0

Form 5500 Responses for GEORGE FAMILY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN

2008: GEORGE FAMILY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2008 form 5500 responses
2008-10-01	Type of plan entity	Single employer plan
2008-10-01	Submission has been amended	Yes
2008-10-01	This submission is the final filing	No
2008-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2008-10-01	Plan is a collectively bargained plan	No
2008-10-01	Plan funding arrangement – Insurance	Yes
2008-10-01	Plan funding arrangement – Trust	Yes
2008-10-01	Plan benefit arrangement – Insurance	Yes
2008-10-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

16767

Policy instance

Insurance contract or identification number	16767
Number of Individuals Covered	14
Insurance policy start date	2008-10-04
Insurance policy end date	2009-03-31
Total amount of commissions paid to insurance broker	USD $1,165
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $1,165
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	FOOTHILL SECURITIES, INC.

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Company Name:	GEORGE FAMILY ENTERPRISES, INC. NORTHERN CA.
Employer identification number (EIN):	300527750
NAIC Classification:	238300