401k Plan data: RBC WEALTH MANAGEMENT, A DIVISION OF RBC CAPITAL MARKETS CORPORATION FBO SELF-DIRECTED ACE ENTERPRISES INCORPORATED MONEY PURCHASE PLAN plan

RBC WEALTH MANAGEMENT, A DIVISION OF RBC CAPITAL MARKETS CORPORATION FBO SELF-DIRECTED ACE ENTERPRISES INCORPORATED MONEY PURCHASE PLAN 401k Plan overview

Plan Name	RBC WEALTH MANAGEMENT, A DIVISION OF RBC CAPITAL MARKETS CORPORATION FBO SELF-DIRECTED ACE ENTERPRISES INCORPORATED MONEY PURCHASE PLAN
Plan identification number	001

RBC WEALTH MANAGEMENT, A DIVISION OF RBC CAPITAL MARKETS CORPORATION FBO SELF-DIRECTED ACE ENTERPRISES INCORPORATED MONEY PURCHASE PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
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

ACE ENTERPRISES INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name: ACE ENTERPRISES INCORPORATED

Employer identification number (EIN): 391563018

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RBC WEALTH MANAGEMENT, A DIVISION OF RBC CAPITAL MARKETS CORPORATION FBO SELF-DIRECTED ACE ENTERPRISES INCORPORATED MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 ROBERT WOIDA 2017-09-13
001 2015-01-01 ROBERT WOIDA 2016-09-14
001 2014-01-01 ROBERT WOIDA 2015-09-14 ROBERT WOIDA 2015-09-14
001 2013-01-01 ROBERT WOIDA 2014-09-11
001 2012-01-01 ROBERT WOIDA
001 2011-01-01 ROBERT WOIDA
001 2010-01-01 ROBERT WOIDA
001 2009-01-01 ROBERT WOIDA

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	ROBERT WOIDA	2017-09-13
001	2015-01-01	ROBERT WOIDA	2016-09-14
001	2014-01-01	ROBERT WOIDA	2015-09-14	ROBERT WOIDA	2015-09-14
001	2013-01-01	ROBERT WOIDA	2014-09-11
001	2012-01-01	ROBERT WOIDA
001	2011-01-01	ROBERT WOIDA
001	2010-01-01	ROBERT WOIDA
001	2009-01-01	ROBERT WOIDA

Plan Statistics for RBC WEALTH MANAGEMENT, A DIVISION OF RBC CAPITAL MARKETS CORPORATION FBO SELF-DIRECTED ACE ENTERPRISES INCORPORATED MONEY PURCHASE PLAN

401k plan membership statisitcs for RBC WEALTH MANAGEMENT, A DIVISION OF RBC CAPITAL MARKETS CORPORATION FBO SELF-DIRECTED ACE ENTERPRISES INCORPORATED MONEY PURCHASE PLAN

Measure Date Value
2012: RBC WEALTH MANAGEMENT, A DIVISION OF RBC CAPITAL MARKETS CORPORATION FBO SELF-DIRECTED ACE ENTERPRISES INCORPORATED MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 4
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: RBC WEALTH MANAGEMENT, A DIVISION OF RBC CAPITAL MARKETS CORPORATION FBO SELF-DIRECTED ACE ENTERPRISES INCORPORATED MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
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 0
Total of all active and inactive participants 2011-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: RBC WEALTH MANAGEMENT, A DIVISION OF RBC CAPITAL MARKETS CORPORATION FBO SELF-DIRECTED ACE ENTERPRISES INCORPORATED MONEY PURCHASE PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 4
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 0
Total of all active and inactive participants 2010-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 4
Number of participants with account balances 2010-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: RBC WEALTH MANAGEMENT, A DIVISION OF RBC CAPITAL MARKETS CORPORATION FBO SELF-DIRECTED ACE ENTERPRISES INCORPORATED MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
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 0
Total of all active and inactive participants 2009-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4
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: RBC WEALTH MANAGEMENT, A DIVISION OF RBC CAPITAL MARKETS CORPORATION FBO SELF-DIRECTED ACE ENTERPRISES INCORPORATED MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	4
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: RBC WEALTH MANAGEMENT, A DIVISION OF RBC CAPITAL MARKETS CORPORATION FBO SELF-DIRECTED ACE ENTERPRISES INCORPORATED MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
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	0
Total of all active and inactive participants	2011-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: RBC WEALTH MANAGEMENT, A DIVISION OF RBC CAPITAL MARKETS CORPORATION FBO SELF-DIRECTED ACE ENTERPRISES INCORPORATED MONEY PURCHASE PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	4
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	0
Total of all active and inactive participants	2010-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	4
Number of participants with account balances	2010-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: RBC WEALTH MANAGEMENT, A DIVISION OF RBC CAPITAL MARKETS CORPORATION FBO SELF-DIRECTED ACE ENTERPRISES INCORPORATED MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
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	0
Total of all active and inactive participants	2009-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on RBC WEALTH MANAGEMENT, A DIVISION OF RBC CAPITAL MARKETS CORPORATION FBO SELF-DIRECTED ACE ENTERPRISES INCORPORATED MONEY PURCHASE PLAN

Measure	Date	Value
2012 : RBC WEALTH MANAGEMENT, A DIVISION OF RBC CAPITAL MARKETS CORPORATION FBO SELF-DIRECTED ACE ENTERPRISES INCORPORATED MONEY PURCHASE PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total income from all sources	2012-12-31	$26,003
Expenses. Total of all expenses incurred	2012-12-31	$240,020
Benefits paid (including direct rollovers)	2012-12-31	$240,000
Total plan assets at end of year	2012-12-31	$300,354
Total plan assets at beginning of year	2012-12-31	$514,371
Value of fidelity bond covering the plan	2012-12-31	$30,040
Other income received	2012-12-31	$20,003
Net income (gross income less expenses)	2012-12-31	$-214,017
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$300,354
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$514,371
Assets. Value of participant loans	2012-12-31	$50,000
Total contributions received or receivable from employer(s)	2012-12-31	$6,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$20
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$6,000
Amount contributed by the employer to the plan for this plan year	2012-12-31	$6,000
2011 : RBC WEALTH MANAGEMENT, A DIVISION OF RBC CAPITAL MARKETS CORPORATION FBO SELF-DIRECTED ACE ENTERPRISES INCORPORATED MONEY PURCHASE PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$45,173
Expenses. Total of all expenses incurred	2011-12-31	$20
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$514,371
Total plan assets at beginning of year	2011-12-31	$469,218
Value of fidelity bond covering the plan	2011-12-31	$51,440
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-15,008
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$45,153
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$514,371
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$469,218
Assets. Value of participant loans	2011-12-31	$50,000
Total contributions received or receivable from employer(s)	2011-12-31	$60,181
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$20
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$60,181
Amount contributed by the employer to the plan for this plan year	2011-12-31	$60,181
2010 : RBC WEALTH MANAGEMENT, A DIVISION OF RBC CAPITAL MARKETS CORPORATION FBO SELF-DIRECTED ACE ENTERPRISES INCORPORATED MONEY PURCHASE PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$93,989
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$469,218
Total plan assets at beginning of year	2010-12-31	$375,229
Value of fidelity bond covering the plan	2010-12-31	$46,925
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$36,402
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$93,989
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$469,218
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$375,229
Total contributions received or receivable from employer(s)	2010-12-31	$57,587
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$57,587
Amount contributed by the employer to the plan for this plan year	2010-12-31	$57,587
2009 : RBC WEALTH MANAGEMENT, A DIVISION OF RBC CAPITAL MARKETS CORPORATION FBO SELF-DIRECTED ACE ENTERPRISES INCORPORATED MONEY PURCHASE 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
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$44,040
Amount contributed by the employer to the plan for this plan year	2009-12-31	$44,040

Form 5500 Responses for RBC WEALTH MANAGEMENT, A DIVISION OF RBC CAPITAL MARKETS CORPORATION FBO SELF-DIRECTED ACE ENTERPRISES INCORPORATED MONEY PURCHASE PLAN

2012: RBC WEALTH MANAGEMENT, A DIVISION OF RBC CAPITAL MARKETS CORPORATION FBO SELF-DIRECTED ACE ENTERPRISES INCORPORATED MONEY PURCHASE 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: RBC WEALTH MANAGEMENT, A DIVISION OF RBC CAPITAL MARKETS CORPORATION FBO SELF-DIRECTED ACE ENTERPRISES INCORPORATED MONEY PURCHASE 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: RBC WEALTH MANAGEMENT, A DIVISION OF RBC CAPITAL MARKETS CORPORATION FBO SELF-DIRECTED ACE ENTERPRISES INCORPORATED MONEY PURCHASE 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: RBC WEALTH MANAGEMENT, A DIVISION OF RBC CAPITAL MARKETS CORPORATION FBO SELF-DIRECTED ACE ENTERPRISES INCORPORATED MONEY PURCHASE 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:	ACE ENTERPRISES INCORPORATED
Employer identification number (EIN):	391563018
NAIC Classification:	541600