401k Plan data: BOTTOM LINE SERVICES 401(K) PLAN plan

BOTTOM LINE SERVICES 401(K) PLAN 401k Plan overview

Plan Name	BOTTOM LINE SERVICES 401(K) PLAN
Plan identification number	001

BOTTOM LINE SERVICES 401(K) 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
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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.

401k Sponsoring company profile

BOTTOM LINE SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name: BOTTOM LINE SERVICES, LLC

Employer identification number (EIN): 452588763

NAIC Classification: 541330
NAIC Description: Engineering Services

Additional information about BOTTOM LINE SERVICES, LLC

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2011-06-22

Company Identification Number: 0801442321

Legal Registered Office Address: 9110 N LOOP 1604 W STE 104

SAN ANTONIO
United States of America (USA)
78249

More information about BOTTOM LINE SERVICES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOTTOM LINE SERVICES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 JANA DENNIS 2013-11-01
001 2012-01-01 JANA DENNIS
001 2011-01-01 LISA JACKSON 2012-06-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2013-01-01	JANA DENNIS	2013-11-01
001	2012-01-01	JANA DENNIS
001	2011-01-01	LISA JACKSON	2012-06-11

Plan Statistics for BOTTOM LINE SERVICES 401(K) PLAN

401k plan membership statisitcs for BOTTOM LINE SERVICES 401(K) PLAN

Measure Date Value
2012: BOTTOM LINE SERVICES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 232
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 334
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 19
Total of all active and inactive participants 2012-01-01 353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 353
Number of participants with account balances 2012-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2012: BOTTOM LINE SERVICES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	232
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	334
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	19
Total of all active and inactive participants	2012-01-01	353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	353
Number of participants with account balances	2012-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on BOTTOM LINE SERVICES 401(K) PLAN

Measure	Date	Value
2012 : BOTTOM LINE SERVICES 401(K) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$19,754
Total income from all sources (including contributions)	2012-12-31	$241,292
Total of all expenses incurred	2012-12-31	$111,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$107,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$153,079
Value of total assets at end of year	2012-12-31	$795,332
Value of total assets at beginning of year	2012-12-31	$645,768
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$4,027
Total interest from all sources	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$250,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$153,079
Participant contributions at end of year	2012-12-31	$42,588
Participant contributions at beginning of year	2012-12-31	$52,410
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$262
Administrative expenses (other) incurred	2012-12-31	$594
Total non interest bearing cash at end of year	2012-12-31	$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	2012-12-31	No
Value of net income/loss	2012-12-31	$129,810
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$775,578
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$645,768
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$3,120
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$752,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$593,358
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$88,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$107,455
Contract administrator fees	2012-12-31	$313
Liabilities. Value of benefit claims payable at end of year	2012-12-31	$19,492
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	GF VALDEZ, P.C.
Accountancy firm EIN	2012-12-31	200842060

Form 5500 Responses for BOTTOM LINE SERVICES 401(K) PLAN

2012: BOTTOM LINE SERVICES 401(K) 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-808705

Policy instance

Insurance contract or identification number	GA-808705
Number of Individuals Covered	65
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $3,120
Total amount of fees paid to insurance company	USD $313
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,120
Insurance broker organization code?	3
Amount paid for insurance broker fees	313
Additional information about fees paid to insurance broker	ADMINISTRATIVE ALLOWANCE
Insurance broker name	SOUTH TEXAS ADMINISTRATORS, INC

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Company Name:	BOTTOM LINE SERVICES, LLC
Employer identification number (EIN):	452588763
NAIC Classification:	541330
NAIC Description:	Engineering Services

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2011-06-22
Company Identification Number:	0801442321
Legal Registered Office Address:	9110 N LOOP 1604 W STE 104 SAN ANTONIO United States of America (USA) 78249