401k Plan data: VBT 401(K) PLAN plan

VBT 401(K) PLAN 401k Plan overview

Plan Name	VBT 401(K) PLAN
Plan identification number	001

VBT 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

OTAGO LLC has sponsored the creation of one or more 401k plans.

Company Name: OTAGO LLC

Employer identification number (EIN): 320147018

NAIC Classification: 713900

Additional information about OTAGO LLC

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: 201317210226

More information about OTAGO LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VBT 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 MICHAEL STANCLIFFE
001 2013-01-01 MICHAEL STANCLIFFE
001 2012-01-01 GREGG MARSTON GREGG MARSTON 2013-10-15
001 2011-01-01 GREGG MARSTON
001 2009-01-01 GREGG MARSTON 2010-09-29
001 2009-01-01 GREGG MARSTON

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	MICHAEL STANCLIFFE
001	2013-01-01	MICHAEL STANCLIFFE
001	2012-01-01	GREGG MARSTON	GREGG MARSTON	2013-10-15
001	2011-01-01	GREGG MARSTON
001	2009-01-01		GREGG MARSTON	2010-09-29
001	2009-01-01	GREGG MARSTON

Plan Statistics for VBT 401(K) PLAN

401k plan membership statisitcs for VBT 401(K) PLAN

Measure Date Value
2014: VBT 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 35
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 35
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: VBT 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 41
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 8
Total of all active and inactive participants 2013-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 49
Number of participants with account balances 2013-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: VBT 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 42
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 7
Total of all active and inactive participants 2012-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 49
Number of participants with account balances 2012-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: VBT 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 37
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 9
Total of all active and inactive participants 2011-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 46
Number of participants with account balances 2011-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4
2009: VBT 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 26
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 6
Total of all active and inactive participants 2009-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 32
Number of participants with account balances 2009-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2014: VBT 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	35
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	35
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: VBT 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	41
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	8
Total of all active and inactive participants	2013-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	49
Number of participants with account balances	2013-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: VBT 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	42
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	7
Total of all active and inactive participants	2012-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	49
Number of participants with account balances	2012-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: VBT 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	37
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	9
Total of all active and inactive participants	2011-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	46
Number of participants with account balances	2011-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4
2009: VBT 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	26
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	6
Total of all active and inactive participants	2009-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	32
Number of participants with account balances	2009-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on VBT 401(K) PLAN

Measure	Date	Value
2014 : VBT 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-12	$0
Total plan liabilities at end of year	2014-12-12	$0
Total plan liabilities at beginning of year	2014-12-12	$0
Total income from all sources	2014-12-12	$73,574
Expenses. Total of all expenses incurred	2014-12-12	$46,466
Benefits paid (including direct rollovers)	2014-12-12	$42,055
Total plan assets at end of year	2014-12-12	$2,000,816
Total plan assets at beginning of year	2014-12-12	$1,973,708
Value of fidelity bond covering the plan	2014-12-12	$400,000
Total contributions received or receivable from participants	2014-12-12	$0
Expenses. Other expenses not covered elsewhere	2014-12-12	$0
Contributions received from other sources (not participants or employers)	2014-12-12	$0
Other income received	2014-12-12	$73,574
Noncash contributions received	2014-12-12	$0
Net income (gross income less expenses)	2014-12-12	$27,108
Net plan assets at end of year (total assets less liabilities)	2014-12-12	$2,000,816
Net plan assets at beginning of year (total assets less liabilities)	2014-12-12	$1,973,708
Assets. Value of participant loans	2014-12-12	$17,907
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2014-12-12	$0
Total contributions received or receivable from employer(s)	2014-12-12	$0
Value of certain deemed distributions of participant loans	2014-12-12	$0
Value of corrective distributions	2014-12-12	$140
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-12	$4,271
2013 : VBT 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$589,584
Expenses. Total of all expenses incurred	2013-12-31	$22,524
Benefits paid (including direct rollovers)	2013-12-31	$10,373
Total plan assets at end of year	2013-12-31	$1,973,708
Total plan assets at beginning of year	2013-12-31	$1,406,648
Value of fidelity bond covering the plan	2013-12-31	$400,000
Total contributions received or receivable from participants	2013-12-31	$183,127
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$5,908
Other income received	2013-12-31	$350,302
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$567,060
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,973,708
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,406,648
Assets. Value of participant loans	2013-12-31	$24,707
Total contributions received or receivable from employer(s)	2013-12-31	$50,247
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$5,826
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$6,325
2012 : VBT 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$445,266
Expenses. Total of all expenses incurred	2012-12-31	$37,220
Benefits paid (including direct rollovers)	2012-12-31	$28,479
Total plan assets at end of year	2012-12-31	$1,406,648
Total plan assets at beginning of year	2012-12-31	$998,602
Value of fidelity bond covering the plan	2012-12-31	$400,000
Total contributions received or receivable from participants	2012-12-31	$179,212
Contributions received from other sources (not participants or employers)	2012-12-31	$68,745
Other income received	2012-12-31	$150,898
Net income (gross income less expenses)	2012-12-31	$408,046
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,406,648
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$998,602
Assets. Value of participant loans	2012-12-31	$19,842
Total contributions received or receivable from employer(s)	2012-12-31	$46,411
Value of corrective distributions	2012-12-31	$2,970
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$5,771
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : VBT 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$192,959
Expenses. Total of all expenses incurred	2011-12-31	$88,509
Benefits paid (including direct rollovers)	2011-12-31	$78,211
Total plan assets at end of year	2011-12-31	$998,602
Total plan assets at beginning of year	2011-12-31	$894,152
Value of fidelity bond covering the plan	2011-12-31	$400,000
Total contributions received or receivable from participants	2011-12-31	$181,167
Contributions received from other sources (not participants or employers)	2011-12-31	$10,476
Other income received	2011-12-31	$-42,954
Net income (gross income less expenses)	2011-12-31	$104,450
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$998,602
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$894,152
Assets. Value of participant loans	2011-12-31	$26,696
Total contributions received or receivable from employer(s)	2011-12-31	$44,270
Value of corrective distributions	2011-12-31	$8,505
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,793
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : VBT 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$272,894
Expenses. Total of all expenses incurred	2010-12-31	$11,872
Total plan assets at end of year	2010-12-31	$894,152
Total plan assets at beginning of year	2010-12-31	$633,130
Value of fidelity bond covering the plan	2010-12-31	$400,000
Total contributions received or receivable from participants	2010-12-31	$116,734
Contributions received from other sources (not participants or employers)	2010-12-31	$14,879
Other income received	2010-12-31	$111,757
Net income (gross income less expenses)	2010-12-31	$261,022
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$894,152
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$633,130
Assets. Value of participant loans	2010-12-31	$20,897
Total contributions received or receivable from employer(s)	2010-12-31	$29,524
Value of corrective distributions	2010-12-31	$10,822
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,050
2009 : VBT 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for VBT 401(K) PLAN

2014: VBT 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: VBT 401(K) 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	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: VBT 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 funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: VBT 401(K) 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: VBT 401(K) 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	OTAGO LLC
Employer identification number (EIN):	320147018
NAIC Classification:	713900

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	201317210226