401k Plan data: RBC WEALTH MANAGEMENT, A DIVISION OF RBC CAPITAL MARKETS CORPORATION FBO SELF-DIRECTED ACE ENTERPRISES INCORPORATED PSP & TR plan

RBC WEALTH MANAGEMENT, A DIVISION OF RBC CAPITAL MARKETS CORPORATION FBO SELF-DIRECTED ACE ENTERPRISES INCORPORATED PSP & TR 401k Plan overview

Plan Name	RBC WEALTH MANAGEMENT, A DIVISION OF RBC CAPITAL MARKETS CORPORATION FBO SELF-DIRECTED ACE ENTERPRISES INCORPORATED PSP & TR
Plan identification number	002

RBC WEALTH MANAGEMENT, A DIVISION OF RBC CAPITAL MARKETS CORPORATION FBO SELF-DIRECTED ACE ENTERPRISES INCORPORATED PSP & TR Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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 PSP & TR

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-01-01 ROBERT WOIDA 2017-09-13
002 2015-01-01 ROBERT WOIDA 2016-09-14
002 2014-01-01 ROBERT WOIDA 2015-09-14 ROBERT WOIDA 2015-09-14
002 2013-01-01 ROBERT WOIDA 2014-09-11
002 2012-01-01 ROBERT WOIDA
002 2011-01-01 ROBERT WOIDA
002 2010-01-01 ROBERT WOIDA
002 2009-01-01 ROBERT WOIDA

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2016-01-01	ROBERT WOIDA	2017-09-13
002	2015-01-01	ROBERT WOIDA	2016-09-14
002	2014-01-01	ROBERT WOIDA	2015-09-14	ROBERT WOIDA	2015-09-14
002	2013-01-01	ROBERT WOIDA	2014-09-11
002	2012-01-01	ROBERT WOIDA
002	2011-01-01	ROBERT WOIDA
002	2010-01-01	ROBERT WOIDA
002	2009-01-01	ROBERT WOIDA

Plan Statistics for RBC WEALTH MANAGEMENT, A DIVISION OF RBC CAPITAL MARKETS CORPORATION FBO SELF-DIRECTED ACE ENTERPRISES INCORPORATED PSP & TR

401k plan membership statisitcs for RBC WEALTH MANAGEMENT, A DIVISION OF RBC CAPITAL MARKETS CORPORATION FBO SELF-DIRECTED ACE ENTERPRISES INCORPORATED PSP & TR

Measure Date Value
2012: RBC WEALTH MANAGEMENT, A DIVISION OF RBC CAPITAL MARKETS CORPORATION FBO SELF-DIRECTED ACE ENTERPRISES INCORPORATED PSP & TR 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
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 PSP & TR 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
Total of all active and inactive participants 2011-01-01 4
Total participants 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 PSP & TR 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
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 PSP & TR 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
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 PSP & TR 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
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 PSP & TR 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
Total of all active and inactive participants	2011-01-01	4
Total participants	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 PSP & TR 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
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 PSP & TR 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
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 PSP & TR

Measure	Date	Value
2012 : RBC WEALTH MANAGEMENT, A DIVISION OF RBC CAPITAL MARKETS CORPORATION FBO SELF-DIRECTED ACE ENTERPRISES INCORPORATED PSP & TR 2012 401k financial data
Total income from all sources	2012-12-31	$25,395
Expenses. Total of all expenses incurred	2012-12-31	$310,020
Benefits paid (including direct rollovers)	2012-12-31	$310,000
Total plan assets at end of year	2012-12-31	$150,756
Total plan assets at beginning of year	2012-12-31	$435,381
Value of fidelity bond covering the plan	2012-12-31	$15,080
Other income received	2012-12-31	$16,395
Net income (gross income less expenses)	2012-12-31	$-284,625
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$150,756
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$435,381
Total contributions received or receivable from employer(s)	2012-12-31	$9,000
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
2011 : RBC WEALTH MANAGEMENT, A DIVISION OF RBC CAPITAL MARKETS CORPORATION FBO SELF-DIRECTED ACE ENTERPRISES INCORPORATED PSP & TR 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	$-28,961
Expenses. Total of all expenses incurred	2011-12-31	$89
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$435,381
Total plan assets at beginning of year	2011-12-31	$464,431
Value of fidelity bond covering the plan	2011-12-31	$43,540
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$86
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-28,961
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-29,050
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$435,381
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$464,431
Total contributions received or receivable from employer(s)	2011-12-31	$0
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	$3
2010 : RBC WEALTH MANAGEMENT, A DIVISION OF RBC CAPITAL MARKETS CORPORATION FBO SELF-DIRECTED ACE ENTERPRISES INCORPORATED PSP & TR 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	$30,339
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	$464,431
Total plan assets at beginning of year	2010-12-31	$434,092
Value of fidelity bond covering the plan	2010-12-31	$46,450
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	$30,339
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$30,339
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$464,431
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$434,092
Total contributions received or receivable from employer(s)	2010-12-31	$0
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

Form 5500 Responses for RBC WEALTH MANAGEMENT, A DIVISION OF RBC CAPITAL MARKETS CORPORATION FBO SELF-DIRECTED ACE ENTERPRISES INCORPORATED PSP & TR

2012: RBC WEALTH MANAGEMENT, A DIVISION OF RBC CAPITAL MARKETS CORPORATION FBO SELF-DIRECTED ACE ENTERPRISES INCORPORATED PSP & TR 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 PSP & TR 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 PSP & TR 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 PSP & TR 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