401k Plan data: THE BOSH GROUP 401(K) PROFIT SHARING PLAN plan

THE BOSH GROUP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	THE BOSH GROUP 401(K) PROFIT SHARING PLAN
Plan identification number	001

THE BOSH GROUP 401(K) 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.
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

THE BOSH GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name: THE BOSH GROUP, LLC

Employer identification number (EIN): 320357937

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BOSH GROUP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 MICHAEL TAYLOR
001 2013-01-01 EMIL KLEEMANN ROBERT FITZGERALD 2014-10-15
001 2012-01-01 EMIL KLEEMANN EMIL KLEEMANN 2013-10-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	MICHAEL TAYLOR
001	2013-01-01	EMIL KLEEMANN	ROBERT FITZGERALD	2014-10-15
001	2012-01-01	EMIL KLEEMANN	EMIL KLEEMANN	2013-10-15

Plan Statistics for THE BOSH GROUP 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for THE BOSH GROUP 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: THE BOSH GROUP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 238
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 154
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 84
Total of all active and inactive participants 2014-01-01 238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 238
Number of participants with account balances 2014-01-01 188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE BOSH GROUP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 238
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 158
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 73
Total of all active and inactive participants 2013-01-01 231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 231
Number of participants with account balances 2013-01-01 184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE BOSH GROUP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 185
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 140
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 76
Total of all active and inactive participants 2012-01-01 216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 216
Number of participants with account balances 2012-01-01 185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2014: THE BOSH GROUP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	238
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	154
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	84
Total of all active and inactive participants	2014-01-01	238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	238
Number of participants with account balances	2014-01-01	188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE BOSH GROUP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	238
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	158
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	73
Total of all active and inactive participants	2013-01-01	231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	231
Number of participants with account balances	2013-01-01	184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE BOSH GROUP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	185
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	140
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	76
Total of all active and inactive participants	2012-01-01	216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	216
Number of participants with account balances	2012-01-01	185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on THE BOSH GROUP 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2014 : THE BOSH GROUP 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,448,506
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$689,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$635,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,987,315
Value of total assets at end of year	2014-12-31	$8,233,400
Value of total assets at beginning of year	2014-12-31	$6,474,136
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$53,410
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$431,866
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$431,866
Administrative expenses professional fees incurred	2014-12-31	$53,410
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$731,207
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$656,684
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,759,264
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$8,233,400
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,474,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$7,605,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$6,210,353
Value of interest in common/collective trusts at end of year	2014-12-31	$377,122
Value of interest in common/collective trusts at beginning of year	2014-12-31	$263,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$26,955
Net investment gain/loss from pooled separate accounts	2014-12-31	$2,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$599,424
Employer contributions (assets) at end of year	2014-12-31	$251,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$635,832
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	PBMARES, LLP
Accountancy firm EIN	2014-12-31	540737372
2013 : THE BOSH GROUP 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$2,413,353
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$392,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$359,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,216,190
Value of total assets at end of year	2013-12-31	$6,474,136
Value of total assets at beginning of year	2013-12-31	$4,453,335
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$33,541
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$210,036
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$210,036
Administrative expenses professional fees incurred	2013-12-31	$33,541
Was this plan covered by a fidelity bond	2013-12-31	No
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$744,604
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$99,324
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,020,801
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,474,136
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,453,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$6,210,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$4,165,372
Value of interest in common/collective trusts at end of year	2013-12-31	$263,783
Value of interest in common/collective trusts at beginning of year	2013-12-31	$287,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$984,509
Net investment gain or loss from common/collective trusts	2013-12-31	$2,618
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$372,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$359,011
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	PBMARES, LLP
Accountancy firm EIN	2013-12-31	540737372
2012 : THE BOSH GROUP 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,560,700
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$406,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$379,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,029,251
Value of total assets at end of year	2012-12-31	$4,453,335
Value of total assets at beginning of year	2012-12-31	$3,299,226
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$26,707
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$106,195
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$106,195
Administrative expenses professional fees incurred	2012-12-31	$26,707
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$631,707
Participant contributions at beginning of year	2012-12-31	$20,242
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$76,556
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	$1,154,109
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$4,453,335
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,299,226
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$4,165,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,984,363
Value of interest in common/collective trusts at end of year	2012-12-31	$287,963
Value of interest in common/collective trusts at beginning of year	2012-12-31	$283,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$425,254
Net investment gain or loss from common/collective trusts	2012-12-31	$0
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	Yes
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	$320,988
Employer contributions (assets) at beginning of year	2012-12-31	$11,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$379,884
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
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	PBMARES, LLP
Accountancy firm EIN	2012-12-31	540737372

Form 5500 Responses for THE BOSH GROUP 401(K) PROFIT SHARING PLAN

2014: THE BOSH GROUP 401(K) PROFIT SHARING 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)	No
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: THE BOSH GROUP 401(K) 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	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: THE BOSH GROUP 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE BOSH GROUP, LLC
Employer identification number (EIN):	320357937
NAIC Classification:	541600