401k Plan data: ROBERT ELEN ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST plan

ROBERT ELEN ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST 401k Plan overview

Plan Name	ROBERT ELEN ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST
Plan identification number	001

ROBERT ELEN ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit)

401k Sponsoring company profile

ROBERT ELEN ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: ROBERT ELEN ASSOCIATES, INC.

Employer identification number (EIN): 953039589

NAIC Classification: 541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT ELEN ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2009-07-01 ROBERT ELEN
001 2008-07-01 ROBERT ELEN
001 2007-07-01 ROBERT ELEN

Plan id#	Filing Submission Date	Name of Administrator
001	2009-07-01	ROBERT ELEN
001	2008-07-01	ROBERT ELEN
001	2007-07-01	ROBERT ELEN

Plan Statistics for ROBERT ELEN ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST

401k plan membership statisitcs for ROBERT ELEN ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST

Measure Date Value
2009: ROBERT ELEN ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-07-01 1
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 1
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 0
Total of all active and inactive participants 2009-07-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 1
Number of participants with account balances 2009-07-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0
2008: ROBERT ELEN ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST 2008 401k membership
Total participants, beginning-of-year 2008-07-01 1
Total number of active participants reported on line 7a of the Form 5500 2008-07-01 1
Number of retired or separated participants receiving benefits 2008-07-01 0
Number of other retired or separated participants entitled to future benefits 2008-07-01 0
Total of all active and inactive participants 2008-07-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-07-01 0
Total participants 2008-07-01 1
Number of participants with account balances 2008-07-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-07-01 0
2007: ROBERT ELEN ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST 2007 401k membership
Total participants, beginning-of-year 2007-07-01 1
Total number of active participants reported on line 7a of the Form 5500 2007-07-01 1
Number of retired or separated participants receiving benefits 2007-07-01 0
Number of other retired or separated participants entitled to future benefits 2007-07-01 0
Total of all active and inactive participants 2007-07-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-07-01 0
Total participants 2007-07-01 1
Number of participants with account balances 2007-07-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-07-01 0

Measure	Date	Value
2009: ROBERT ELEN ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-07-01	1
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	1
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	0
Total of all active and inactive participants	2009-07-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	1
Number of participants with account balances	2009-07-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0
2008: ROBERT ELEN ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST 2008 401k membership
Total participants, beginning-of-year	2008-07-01	1
Total number of active participants reported on line 7a of the Form 5500	2008-07-01	1
Number of retired or separated participants receiving benefits	2008-07-01	0
Number of other retired or separated participants entitled to future benefits	2008-07-01	0
Total of all active and inactive participants	2008-07-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-07-01	0
Total participants	2008-07-01	1
Number of participants with account balances	2008-07-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-07-01	0
2007: ROBERT ELEN ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST 2007 401k membership
Total participants, beginning-of-year	2007-07-01	1
Total number of active participants reported on line 7a of the Form 5500	2007-07-01	1
Number of retired or separated participants receiving benefits	2007-07-01	0
Number of other retired or separated participants entitled to future benefits	2007-07-01	0
Total of all active and inactive participants	2007-07-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-07-01	0
Total participants	2007-07-01	1
Number of participants with account balances	2007-07-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-07-01	0

Financial Data on ROBERT ELEN ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST

Measure	Date	Value
2011 : ROBERT ELEN ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST 2011 401k financial data
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	$68,330
Total plan assets at end of year	2011-06-30	$520,578
Total plan assets at beginning of year	2011-06-30	$452,248
Value of fidelity bond covering the plan	2011-06-30	$100,000
Other income received	2011-06-30	$68,330
Net income (gross income less expenses)	2011-06-30	$68,330
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$520,578
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$452,248
Minimum employer required contribution for this plan year	2011-06-30	$0
Amount contributed by the employer to the plan for this plan year	2011-06-30	$0
2010 : ROBERT ELEN ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST 2010 401k financial data
Minimum employer required contribution for this plan year	2010-06-30	$0
Amount contributed by the employer to the plan for this plan year	2010-06-30	$0
2009 : ROBERT ELEN ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST 2009 401k financial data
Minimum employer required contribution for this plan year	2009-06-30	$0
Amount contributed by the employer to the plan for this plan year	2009-06-30	$0
2008 : ROBERT ELEN ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST 2008 401k financial data
Minimum employer required contribution for this plan year	2008-06-30	$0
Amount contributed by the employer to the plan for this plan year	2008-06-30	$0

Form 5500 Responses for ROBERT ELEN ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST

2009: ROBERT ELEN ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes
2008: ROBERT ELEN ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST 2008 form 5500 responses
2008-07-01	Type of plan entity	Single employer plan
2008-07-01	Submission has been amended	Yes
2008-07-01	Plan funding arrangement – Trust	Yes
2008-07-01	Plan benefit arrangement - Trust	Yes
2007: ROBERT ELEN ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST 2007 form 5500 responses
2007-07-01	Type of plan entity	Single employer plan
2007-07-01	Plan funding arrangement – Trust	Yes
2007-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROBERT ELEN ASSOCIATES, INC.
Employer identification number (EIN):	953039589
NAIC Classification:	541800