401k Plan data: SONNENBERG PARTNERS, LLC 401(K) AND PROFIT SHARING PLAN plan

SONNENBERG PARTNERS, LLC 401(K) AND PROFIT SHARING PLAN 401k Plan overview

Plan Name	SONNENBERG PARTNERS, LLC 401(K) AND PROFIT SHARING PLAN
Plan identification number	001

SONNENBERG PARTNERS, LLC 401(K) AND PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

SONNENBERG & PARTNERS, LLC has sponsored the creation of one or more 401k plans.

Company Name: SONNENBERG & PARTNERS, LLC

Employer identification number (EIN): 261182084

NAIC Classification: 541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SONNENBERG PARTNERS, LLC 401(K) AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 CARON SONNENBERG
001 2012-01-01 CARON SONNENBERG
001 2011-01-01 CARON SONNENBERG
001 2009-01-01 CARON SONNENBERG

Plan id#	Filing Submission Date	Name of Administrator
001	2013-01-01	CARON SONNENBERG
001	2012-01-01	CARON SONNENBERG
001	2011-01-01	CARON SONNENBERG
001	2009-01-01	CARON SONNENBERG

Plan Statistics for SONNENBERG PARTNERS, LLC 401(K) AND PROFIT SHARING PLAN

401k plan membership statisitcs for SONNENBERG PARTNERS, LLC 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2013: SONNENBERG PARTNERS, LLC 401(K) AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SONNENBERG PARTNERS, LLC 401(K) AND PROFIT SHARING PLAN 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 0
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 4
Total of all active and inactive participants 2012-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Number of participants with account balances 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: SONNENBERG PARTNERS, LLC 401(K) AND PROFIT SHARING PLAN 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
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 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
2009: SONNENBERG PARTNERS, LLC 401(K) AND PROFIT SHARING PLAN 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
Number of participants with account balances 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
2013: SONNENBERG PARTNERS, LLC 401(K) AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SONNENBERG PARTNERS, LLC 401(K) AND PROFIT SHARING PLAN 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	0
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	4
Total of all active and inactive participants	2012-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Number of participants with account balances	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: SONNENBERG PARTNERS, LLC 401(K) AND PROFIT SHARING PLAN 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
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	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
2009: SONNENBERG PARTNERS, LLC 401(K) AND PROFIT SHARING PLAN 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
Number of participants with account balances	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 SONNENBERG PARTNERS, LLC 401(K) AND PROFIT SHARING PLAN

Measure	Date	Value
2013 : SONNENBERG PARTNERS, LLC 401(K) AND PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-01-25	$13,150
Expenses. Total of all expenses incurred	2013-01-25	$868,277
Benefits paid (including direct rollovers)	2013-01-25	$868,232
Total plan assets at end of year	2013-01-25	$0
Total plan assets at beginning of year	2013-01-25	$855,127
Value of fidelity bond covering the plan	2013-01-25	$55,000
Other income received	2013-01-25	$13,150
Net income (gross income less expenses)	2013-01-25	$-855,127
Net plan assets at end of year (total assets less liabilities)	2013-01-25	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-01-25	$855,127
Expenses. Administrative service providers (salaries,fees and commissions)	2013-01-25	$45
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-01-25	$0
2012 : SONNENBERG PARTNERS, LLC 401(K) AND PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$212,753
Expenses. Total of all expenses incurred	2012-12-31	$5
Total plan assets at end of year	2012-12-31	$855,127
Total plan assets at beginning of year	2012-12-31	$642,379
Value of fidelity bond covering the plan	2012-12-31	$55,000
Total contributions received or receivable from participants	2012-12-31	$91,600
Other income received	2012-12-31	$85,264
Net income (gross income less expenses)	2012-12-31	$212,748
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$855,127
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$642,379
Total contributions received or receivable from employer(s)	2012-12-31	$35,889
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$5
2011 : SONNENBERG PARTNERS, LLC 401(K) AND PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$105,262
Expenses. Total of all expenses incurred	2011-12-31	$1
Total plan assets at end of year	2011-12-31	$642,379
Total plan assets at beginning of year	2011-12-31	$537,118
Value of fidelity bond covering the plan	2011-12-31	$55,000
Total contributions received or receivable from participants	2011-12-31	$5,106
Other income received	2011-12-31	$-21,664
Net income (gross income less expenses)	2011-12-31	$105,261
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$642,379
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$537,118
Total contributions received or receivable from employer(s)	2011-12-31	$121,820
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1
2010 : SONNENBERG PARTNERS, LLC 401(K) AND PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$187,396
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$537,118
Total plan assets at beginning of year	2010-12-31	$349,722
Value of fidelity bond covering the plan	2010-12-31	$55,000
Total contributions received or receivable from participants	2010-12-31	$41,313
Other income received	2010-12-31	$36,879
Net income (gross income less expenses)	2010-12-31	$187,396
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$537,118
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$349,722
Total contributions received or receivable from employer(s)	2010-12-31	$109,204

Form 5500 Responses for SONNENBERG PARTNERS, LLC 401(K) AND PROFIT SHARING PLAN

2013: SONNENBERG PARTNERS, LLC 401(K) AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SONNENBERG PARTNERS, LLC 401(K) AND 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 funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SONNENBERG PARTNERS, LLC 401(K) AND 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 funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SONNENBERG PARTNERS, LLC 401(K) AND 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 funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SONNENBERG & PARTNERS, LLC
Employer identification number (EIN):	261182084
NAIC Classification:	541800