401k Plan data: ST. GEORGE SPIRITS RETIREMENT PLAN plan

ST. GEORGE SPIRITS RETIREMENT PLAN 401k Plan overview

Plan Name	ST. GEORGE SPIRITS RETIREMENT PLAN
Plan identification number	001

ST. GEORGE SPIRITS RETIREMENT 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.
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

ST. GEORGE SPIRITS, INC. has sponsored the creation of one or more 401k plans.

Company Name: ST. GEORGE SPIRITS, INC.

Employer identification number (EIN): 942920893

NAIC Classification: 722300
NAIC Description: Special Food Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. GEORGE SPIRITS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-07-01 LANCE WINTERS
001 2011-07-01 LANCE WINTERS
001 2009-07-01 LANCE WINTERS LANCE WINTERS 2011-04-04
001 2009-07-01 LANCE WINTERS

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2013-07-01	LANCE WINTERS
001	2011-07-01	LANCE WINTERS
001	2009-07-01	LANCE WINTERS	LANCE WINTERS	2011-04-04
001	2009-07-01	LANCE WINTERS

Plan Statistics for ST. GEORGE SPIRITS RETIREMENT PLAN

401k plan membership statisitcs for ST. GEORGE SPIRITS RETIREMENT PLAN

Measure Date Value
2013: ST. GEORGE SPIRITS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 23
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 22
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 6
Total of all active and inactive participants 2013-07-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 28
Number of participants with account balances 2013-07-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 2
2011: ST. GEORGE SPIRITS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 17
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 16
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 6
Total of all active and inactive participants 2011-07-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 22
Number of participants with account balances 2011-07-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 1
2009: ST. GEORGE SPIRITS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 19
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 15
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 1
Total of all active and inactive participants 2009-07-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 16
Number of participants with account balances 2009-07-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 1

Measure	Date	Value
2013: ST. GEORGE SPIRITS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	23
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	22
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	6
Total of all active and inactive participants	2013-07-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	28
Number of participants with account balances	2013-07-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	2
2011: ST. GEORGE SPIRITS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	17
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	16
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	6
Total of all active and inactive participants	2011-07-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	22
Number of participants with account balances	2011-07-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	1
2009: ST. GEORGE SPIRITS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	19
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	15
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	1
Total of all active and inactive participants	2009-07-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	16
Number of participants with account balances	2009-07-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	1

Financial Data on ST. GEORGE SPIRITS RETIREMENT PLAN

Measure	Date	Value
2014 : ST. GEORGE SPIRITS RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan	2014-06-30	$0
Total plan liabilities at end of year	2014-06-30	$0
Total plan liabilities at beginning of year	2014-06-30	$0
Total income from all sources	2014-06-30	$669,765
Expenses. Total of all expenses incurred	2014-06-30	$25,614
Benefits paid (including direct rollovers)	2014-06-30	$10,733
Total plan assets at end of year	2014-06-30	$3,205,671
Total plan assets at beginning of year	2014-06-30	$2,561,520
Value of fidelity bond covering the plan	2014-06-30	$10,000
Total contributions received or receivable from participants	2014-06-30	$76,937
Expenses. Other expenses not covered elsewhere	2014-06-30	$0
Contributions received from other sources (not participants or employers)	2014-06-30	$0
Other income received	2014-06-30	$543,996
Noncash contributions received	2014-06-30	$0
Net income (gross income less expenses)	2014-06-30	$644,151
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$3,205,671
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$2,561,520
Total contributions received or receivable from employer(s)	2014-06-30	$48,832
Value of certain deemed distributions of participant loans	2014-06-30	$0
Value of corrective distributions	2014-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-06-30	$14,881
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
2012 : ST. GEORGE SPIRITS RETIREMENT PLAN 2012 401k financial data
Transfers to/from the plan	2012-06-30	$0
Total plan liabilities at end of year	2012-06-30	$0
Total plan liabilities at beginning of year	2012-06-30	$0
Total income from all sources	2012-06-30	$-8,153
Expenses. Total of all expenses incurred	2012-06-30	$28,049
Benefits paid (including direct rollovers)	2012-06-30	$15,149
Total plan assets at end of year	2012-06-30	$2,230,798
Total plan assets at beginning of year	2012-06-30	$2,267,000
Value of fidelity bond covering the plan	2012-06-30	$10,000
Total contributions received or receivable from participants	2012-06-30	$34,640
Expenses. Other expenses not covered elsewhere	2012-06-30	$0
Contributions received from other sources (not participants or employers)	2012-06-30	$0
Other income received	2012-06-30	$-65,068
Noncash contributions received	2012-06-30	$0
Net income (gross income less expenses)	2012-06-30	$-36,202
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$2,230,798
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$2,267,000
Total contributions received or receivable from employer(s)	2012-06-30	$22,275
Value of certain deemed distributions of participant loans	2012-06-30	$0
Value of corrective distributions	2012-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-06-30	$12,900
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
2011 : ST. GEORGE SPIRITS RETIREMENT PLAN 2011 401k financial data
Transfers to/from the plan	2011-06-30	$0
Total plan liabilities at end of year	2011-06-30	$0
Total plan liabilities at beginning of year	2011-06-30	$0
Total income from all sources	2011-06-30	$494,505
Expenses. Total of all expenses incurred	2011-06-30	$3,110
Benefits paid (including direct rollovers)	2011-06-30	$3,110
Total plan assets at end of year	2011-06-30	$2,267,000
Total plan assets at beginning of year	2011-06-30	$1,775,605
Value of fidelity bond covering the plan	2011-06-30	$10,000
Total contributions received or receivable from participants	2011-06-30	$74,105
Expenses. Other expenses not covered elsewhere	2011-06-30	$0
Contributions received from other sources (not participants or employers)	2011-06-30	$58,867
Other income received	2011-06-30	$297,172
Noncash contributions received	2011-06-30	$0
Net income (gross income less expenses)	2011-06-30	$491,395
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$2,267,000
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$1,775,605
Total contributions received or receivable from employer(s)	2011-06-30	$64,361
Value of certain deemed distributions of participant loans	2011-06-30	$0
Value of corrective distributions	2011-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0

Form 5500 Responses for ST. GEORGE SPIRITS RETIREMENT PLAN

2013: ST. GEORGE SPIRITS RETIREMENT PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2011: ST. GEORGE SPIRITS RETIREMENT PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: ST. GEORGE SPIRITS RETIREMENT PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ST. GEORGE SPIRITS, INC.
Employer identification number (EIN):	942920893
NAIC Classification:	722300
NAIC Description:	Special Food Services