401k Plan data: SOUTHERN CALIFORNIA AVIATION, LLC 401(K) PROFIT SHARING PLAN plan

SOUTHERN CALIFORNIA AVIATION, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	SOUTHERN CALIFORNIA AVIATION, LLC 401(K) PROFIT SHARING PLAN
Plan identification number	001

SOUTHERN CALIFORNIA AVIATION, LLC 401(K) PROFIT SHARING PLAN 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.
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.
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

SOUTHERN CALIFORNIA AVIATION, LLC has sponsored the creation of one or more 401k plans.

Company Name: SOUTHERN CALIFORNIA AVIATION, LLC

Employer identification number (EIN): 954750608

NAIC Classification: 493100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN CALIFORNIA AVIATION, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-01-01 MARY PAULSON
001 2011-01-01 CHARISSE GLAZIER
001 2010-01-01 ROBERT WORD
001 2009-01-01 ROBERT WORD

Plan id#	Filing Submission Date	Name of Administrator
001	2012-01-01	MARY PAULSON
001	2011-01-01	CHARISSE GLAZIER
001	2010-01-01	ROBERT WORD
001	2009-01-01	ROBERT WORD

Plan Statistics for SOUTHERN CALIFORNIA AVIATION, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SOUTHERN CALIFORNIA AVIATION, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2012: SOUTHERN CALIFORNIA AVIATION, LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 118
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 13
Total of all active and inactive participants 2012-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 131
Number of participants with account balances 2012-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SOUTHERN CALIFORNIA AVIATION, LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 128
Number of other retired or separated participants entitled to future benefits 2011-01-01 6
Total of all active and inactive participants 2011-01-01 134
Total participants 2011-01-01 134
Number of participants with account balances 2011-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: SOUTHERN CALIFORNIA AVIATION, LLC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 151
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 6
Total of all active and inactive participants 2010-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 157
Number of participants with account balances 2010-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: SOUTHERN CALIFORNIA AVIATION, LLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 142
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 3
Total of all active and inactive participants 2009-01-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 145
Number of participants with account balances 2009-01-01 46
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: SOUTHERN CALIFORNIA AVIATION, LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	118
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	13
Total of all active and inactive participants	2012-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	131
Number of participants with account balances	2012-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SOUTHERN CALIFORNIA AVIATION, LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	128
Number of other retired or separated participants entitled to future benefits	2011-01-01	6
Total of all active and inactive participants	2011-01-01	134
Total participants	2011-01-01	134
Number of participants with account balances	2011-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: SOUTHERN CALIFORNIA AVIATION, LLC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	151
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	6
Total of all active and inactive participants	2010-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	157
Number of participants with account balances	2010-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: SOUTHERN CALIFORNIA AVIATION, LLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	142
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	3
Total of all active and inactive participants	2009-01-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	145
Number of participants with account balances	2009-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SOUTHERN CALIFORNIA AVIATION, LLC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2012 : SOUTHERN CALIFORNIA AVIATION, LLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$473,741
Total of all expenses incurred	2012-12-31	$37,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$23,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$333,907
Value of total assets at end of year	2012-12-31	$1,374,978
Value of total assets at beginning of year	2012-12-31	$938,638
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$14,400
Total interest from all sources	2012-12-31	$4,881
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$150,000
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	$203,761
Participant contributions at end of year	2012-12-31	$88,126
Participant contributions at beginning of year	2012-12-31	$101,280
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	$436,340
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,374,978
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$938,638
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	$14,400
Value of interest in pooled separate accounts at end of year	2012-12-31	$1,286,852
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$837,358
Interest on participant loans	2012-12-31	$4,881
Net investment gain/loss from pooled separate accounts	2012-12-31	$134,953
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
Contributions received in cash from employer	2012-12-31	$130,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$23,001
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	LAWRENCE R. MITCHELL & COMPANY
Accountancy firm EIN	2012-12-31	200545687
2011 : SOUTHERN CALIFORNIA AVIATION, LLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$270,261
Total of all expenses incurred	2011-12-31	$47,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$36,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$282,185
Value of total assets at end of year	2011-12-31	$938,638
Value of total assets at beginning of year	2011-12-31	$716,191
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$11,558
Total interest from all sources	2011-12-31	$3,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$150,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$180,611
Participant contributions at end of year	2011-12-31	$101,280
Participant contributions at beginning of year	2011-12-31	$15,256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$222,447
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$938,638
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$716,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$11,558
Value of interest in pooled separate accounts at end of year	2011-12-31	$837,358
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$700,935
Interest on participant loans	2011-12-31	$3,079
Net investment gain/loss from pooled separate accounts	2011-12-31	$-15,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$101,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$36,256
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	HW LLP
Accountancy firm EIN	2011-12-31	454205322
2010 : SOUTHERN CALIFORNIA AVIATION, LLC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$332,884
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$7,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$256,264
Value of total assets at end of year	2010-12-31	$716,191
Value of total assets at beginning of year	2010-12-31	$390,877
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$7,570
Total interest from all sources	2010-12-31	$494
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$150,000
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$163,571
Participant contributions at end of year	2010-12-31	$15,256
Participant contributions at beginning of year	2010-12-31	$4,134
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$325,314
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$716,191
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$390,877
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$7,570
Value of interest in pooled separate accounts at end of year	2010-12-31	$700,935
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$386,743
Interest on participant loans	2010-12-31	$494
Net investment gain/loss from pooled separate accounts	2010-12-31	$76,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$92,693
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	KING KING ALLEMAN JENSEN CPAS
Accountancy firm EIN	2010-12-31	953927758

Form 5500 Responses for SOUTHERN CALIFORNIA AVIATION, LLC 401(K) PROFIT SHARING PLAN

2012: SOUTHERN CALIFORNIA AVIATION, LLC 401(K) PROFIT SHARING 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
2011: SOUTHERN CALIFORNIA AVIATION, LLC 401(K) PROFIT SHARING 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SOUTHERN CALIFORNIA AVIATION, LLC 401(K) PROFIT SHARING 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 – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SOUTHERN CALIFORNIA AVIATION, LLC 401(K) PROFIT SHARING 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SOUTHERN CALIFORNIA AVIATION, LLC
Employer identification number (EIN):	954750608
NAIC Classification:	493100