401k Plan data: SIHO 401(K) SAVINGS PLAN plan

SIHO 401(K) SAVINGS PLAN 401k Plan overview

Plan Name	SIHO 401(K) SAVINGS PLAN
Plan identification number	001

SIHO 401(K) SAVINGS 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.
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

SIHO INSURANCE SERVICES has sponsored the creation of one or more 401k plans.

Company Name: SIHO INSURANCE SERVICES

Employer identification number (EIN): 351773260

NAIC Classification: 524290

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 DEBRA HARTWELL
001 2013-01-01 DEBRA HARTWELL
001 2012-01-01 DEBRA HARTWELL
001 2011-01-01 DEBRA HARTWELL
001 2010-01-01 DEBRA COLDIRON
001 2009-01-01 DEBRA COLDIRON
001 2009-01-01 DEBRA COLDIRON

Plan id#	Filing Submission Date	Name of Administrator
001	2014-01-01	DEBRA HARTWELL
001	2013-01-01	DEBRA HARTWELL
001	2012-01-01	DEBRA HARTWELL
001	2011-01-01	DEBRA HARTWELL
001	2010-01-01	DEBRA COLDIRON
001	2009-01-01	DEBRA COLDIRON
001	2009-01-01	DEBRA COLDIRON

Plan Statistics for SIHO 401(K) SAVINGS PLAN

401k plan membership statisitcs for SIHO 401(K) SAVINGS PLAN

Measure Date Value
2014: SIHO 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 233
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 258
Number of retired or separated participants receiving benefits 2014-01-01 3
Number of other retired or separated participants entitled to future benefits 2014-01-01 49
Total of all active and inactive participants 2014-01-01 310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 310
Number of participants with account balances 2014-01-01 294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 48
2013: SIHO 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 206
Number of retired or separated participants receiving benefits 2013-01-01 3
Number of other retired or separated participants entitled to future benefits 2013-01-01 24
Total of all active and inactive participants 2013-01-01 233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 233
Number of participants with account balances 2013-01-01 206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 24
2012: SIHO 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 144
Number of retired or separated participants receiving benefits 2012-01-01 3
Number of other retired or separated participants entitled to future benefits 2012-01-01 23
Total of all active and inactive participants 2012-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 171
Number of participants with account balances 2012-01-01 164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 15
2011: SIHO 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 120
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 40
Total of all active and inactive participants 2011-01-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 163
Number of participants with account balances 2011-01-01 158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 14
2010: SIHO 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 191
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 115
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 34
Total of all active and inactive participants 2010-01-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 150
Number of participants with account balances 2010-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 16
2009: SIHO 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 202
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 130
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 60
Total of all active and inactive participants 2009-01-01 190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 191
Number of participants with account balances 2009-01-01 159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 6

Measure	Date	Value
2014: SIHO 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	233
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	258
Number of retired or separated participants receiving benefits	2014-01-01	3
Number of other retired or separated participants entitled to future benefits	2014-01-01	49
Total of all active and inactive participants	2014-01-01	310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	310
Number of participants with account balances	2014-01-01	294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	48
2013: SIHO 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	206
Number of retired or separated participants receiving benefits	2013-01-01	3
Number of other retired or separated participants entitled to future benefits	2013-01-01	24
Total of all active and inactive participants	2013-01-01	233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	233
Number of participants with account balances	2013-01-01	206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	24
2012: SIHO 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	144
Number of retired or separated participants receiving benefits	2012-01-01	3
Number of other retired or separated participants entitled to future benefits	2012-01-01	23
Total of all active and inactive participants	2012-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	171
Number of participants with account balances	2012-01-01	164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	15
2011: SIHO 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	120
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	40
Total of all active and inactive participants	2011-01-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	163
Number of participants with account balances	2011-01-01	158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	14
2010: SIHO 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	191
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	115
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	34
Total of all active and inactive participants	2010-01-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	150
Number of participants with account balances	2010-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	16
2009: SIHO 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	202
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	130
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	60
Total of all active and inactive participants	2009-01-01	190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	191
Number of participants with account balances	2009-01-01	159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	6

Financial Data on SIHO 401(K) SAVINGS PLAN

Measure	Date	Value
2014 : SIHO 401(K) SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$0
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	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
Expenses. Interest paid	2014-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,456,816
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$991,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$974,861
Expenses. Certain deemed distributions of participant loans	2014-12-31	$0
Value of total corrective distributions	2014-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,024,193
Value of total assets at end of year	2014-12-31	$6,576,482
Value of total assets at beginning of year	2014-12-31	$6,111,647
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$17,120
Total income from rents	2014-12-31	$0
Total interest from all sources	2014-12-31	$-675
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$388,708
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	$388,708
Assets. Real estate other than employer real property at end of year	2014-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2014-12-31	$0
Administrative expenses professional fees incurred	2014-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$633,756
Participant contributions at end of year	2014-12-31	$71,786
Participant contributions at beginning of year	2014-12-31	$76,037
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$32,157
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Assets. Loans (other than to participants) at end of year	2014-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$0
Administrative expenses (other) incurred	2014-12-31	$17,120
Liabilities. Value of operating payables at end of year	2014-12-31	$0
Liabilities. Value of operating payables at beginning of year	2014-12-31	$0
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$0
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
Income. Non cash contributions	2014-12-31	$0
Value of net income/loss	2014-12-31	$464,835
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$6,576,482
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,111,647
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
Assets. partnership/joint venture interests at end of year	2014-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2014-12-31	$0
Investment advisory and management fees	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$6,109,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$5,871,372
Value of interest in pooled separate accounts at end of year	2014-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$0
Interest on participant loans	2014-12-31	$3,434
Income. Interest from loans (other than to participants)	2014-12-31	$0
Interest earned on other investments	2014-12-31	$0
Income. Interest from US Government securities	2014-12-31	$0
Income. Interest from corporate debt instruments	2014-12-31	$0
Value of interest in master investment trust accounts at end of year	2014-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2014-12-31	$0
Value of interest in common/collective trusts at end of year	2014-12-31	$0
Value of interest in common/collective trusts at beginning of year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$395,193
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$164,238
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$164,238
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$-4,109
Assets. Value of investments in 103.12 investment entities at end of year	2014-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2014-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Asset value of US Government securities at end of year	2014-12-31	$0
Asset value of US Government securities at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$44,590
Net investment gain/loss from pooled separate accounts	2014-12-31	$0
Net investment gain or loss from common/collective trusts	2014-12-31	$0
Net gain/loss from 103.12 investment entities	2014-12-31	$0
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
Assets. Invements in employer securities at end of year	2014-12-31	$0
Assets. Invements in employer securities at beginning of year	2014-12-31	$0
Assets. Value of employer real property at end of year	2014-12-31	$0
Assets. Value of employer real property at beginning of year	2014-12-31	$0
Contributions received in cash from employer	2014-12-31	$358,280
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$0
Income. Dividends from preferred stock	2014-12-31	$0
Income. Dividends from common stock	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$974,861
Asset. Corporate debt instrument preferred debt at end of year	2014-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$0
Contract administrator fees	2014-12-31	$0
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	2014-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2014-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2014-12-31	$0
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
Aggregate proceeds on sale of assets	2014-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2014-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2014-12-31	$0
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	BLUE & CO., LLC
Accountancy firm EIN	2014-12-31	351178661
2013 : SIHO 401(K) SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$0
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	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
Expenses. Interest paid	2013-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,745,459
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$147,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$129,830
Expenses. Certain deemed distributions of participant loans	2013-12-31	$0
Value of total corrective distributions	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$818,670
Value of total assets at end of year	2013-12-31	$6,111,647
Value of total assets at beginning of year	2013-12-31	$4,513,198
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$17,180
Total income from rents	2013-12-31	$0
Total interest from all sources	2013-12-31	$3,567
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$221,945
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	$221,945
Assets. Real estate other than employer real property at end of year	2013-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2013-12-31	$0
Administrative expenses professional fees incurred	2013-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$3,000,000
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	$491,982
Participant contributions at end of year	2013-12-31	$76,037
Participant contributions at beginning of year	2013-12-31	$95,090
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$49,441
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$0
Assets. Loans (other than to participants) at end of year	2013-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$0
Administrative expenses (other) incurred	2013-12-31	$17,180
Liabilities. Value of operating payables at end of year	2013-12-31	$0
Liabilities. Value of operating payables at beginning of year	2013-12-31	$0
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$0
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
Income. Non cash contributions	2013-12-31	$0
Value of net income/loss	2013-12-31	$1,598,449
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,111,647
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,513,198
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
Assets. partnership/joint venture interests at end of year	2013-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2013-12-31	$0
Investment advisory and management fees	2013-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$5,871,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$4,274,533
Value of interest in pooled separate accounts at end of year	2013-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$0
Interest on participant loans	2013-12-31	$3,552
Income. Interest from loans (other than to participants)	2013-12-31	$0
Interest earned on other investments	2013-12-31	$0
Income. Interest from US Government securities	2013-12-31	$0
Income. Interest from corporate debt instruments	2013-12-31	$0
Value of interest in master investment trust accounts at end of year	2013-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2013-12-31	$0
Value of interest in common/collective trusts at end of year	2013-12-31	$0
Value of interest in common/collective trusts at beginning of year	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$164,238
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$143,575
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$143,575
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$15
Assets. Value of investments in 103.12 investment entities at end of year	2013-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2013-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$0
Asset value of US Government securities at end of year	2013-12-31	$0
Asset value of US Government securities at beginning of year	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$701,277
Net investment gain/loss from pooled separate accounts	2013-12-31	$0
Net investment gain or loss from common/collective trusts	2013-12-31	$0
Net gain/loss from 103.12 investment entities	2013-12-31	$0
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
Assets. Invements in employer securities at end of year	2013-12-31	$0
Assets. Invements in employer securities at beginning of year	2013-12-31	$0
Assets. Value of employer real property at end of year	2013-12-31	$0
Assets. Value of employer real property at beginning of year	2013-12-31	$0
Contributions received in cash from employer	2013-12-31	$277,247
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$0
Income. Dividends from preferred stock	2013-12-31	$0
Income. Dividends from common stock	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$129,830
Asset. Corporate debt instrument preferred debt at end of year	2013-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2013-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$0
Contract administrator fees	2013-12-31	$0
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
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2013-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2013-12-31	$0
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
Aggregate proceeds on sale of assets	2013-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2013-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2013-12-31	$0
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	BLUE & CO., LLC
Accountancy firm EIN	2013-12-31	351178661
2012 : SIHO 401(K) SAVINGS PLAN 2012 401k financial data
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	$1,086,073
Total of all expenses incurred	2012-12-31	$467,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$451,367
Value of total corrective distributions	2012-12-31	$2,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$581,418
Value of total assets at end of year	2012-12-31	$4,513,198
Value of total assets at beginning of year	2012-12-31	$3,894,578
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$13,802
Total interest from all sources	2012-12-31	$4,579
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$90,038
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	$90,038
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$3,000,000
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	$324,950
Participant contributions at end of year	2012-12-31	$95,090
Participant contributions at beginning of year	2012-12-31	$96,754
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$58,259
Administrative expenses (other) incurred	2012-12-31	$13,802
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	$618,620
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$4,513,198
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,894,578
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	$4,274,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$3,753,083
Interest on participant loans	2012-12-31	$4,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$143,575
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$44,741
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$44,741
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$410,038
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	$198,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$451,367
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	BLUE & CO., LLC
Accountancy firm EIN	2012-12-31	351178661
2011 : SIHO 401(K) SAVINGS PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
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	$386,328
Total of all expenses incurred	2011-12-31	$286,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$278,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$495,477
Value of total assets at end of year	2011-12-31	$3,894,578
Value of total assets at beginning of year	2011-12-31	$3,794,657
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$7,881
Total interest from all sources	2011-12-31	$4,572
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$104,870
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$104,870
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$310,851
Participant contributions at end of year	2011-12-31	$96,754
Participant contributions at beginning of year	2011-12-31	$79,381
Administrative expenses (other) incurred	2011-12-31	$7,881
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	$99,921
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,894,578
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,794,657
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$3,753,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,684,666
Interest on participant loans	2011-12-31	$4,569
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$44,741
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$30,610
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$30,610
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-218,591
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	$184,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$278,526
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	2011-12-31	No
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	BLUE & CO., LLC
Accountancy firm EIN	2011-12-31	351178661
2010 : SIHO 401(K) SAVINGS PLAN 2010 401k financial data
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	$1,004,604
Total of all expenses incurred	2010-12-31	$418,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$404,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$560,882
Value of total assets at end of year	2010-12-31	$3,794,657
Value of total assets at beginning of year	2010-12-31	$3,208,266
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$13,675
Total interest from all sources	2010-12-31	$5,828
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$67,714
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$67,714
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$267,629
Participant contributions at end of year	2010-12-31	$79,381
Participant contributions at beginning of year	2010-12-31	$88,279
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$131,652
Administrative expenses (other) incurred	2010-12-31	$13,675
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	$586,391
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,794,657
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,208,266
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$3,684,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,075,359
Interest on participant loans	2010-12-31	$5,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$30,610
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$44,628
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$44,628
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$370,180
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	$161,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$404,538
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	2010-12-31	No
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	Qualified
Accountancy firm name	2010-12-31	BLUE AND COMPANY
Accountancy firm EIN	2010-12-31	351178661
2009 : SIHO 401(K) SAVINGS 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 SIHO 401(K) SAVINGS PLAN

2014: SIHO 401(K) SAVINGS 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: SIHO 401(K) SAVINGS 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: SIHO 401(K) SAVINGS 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: SIHO 401(K) SAVINGS 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
2010: SIHO 401(K) SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
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 funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SIHO 401(K) SAVINGS 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

Potentially related plans

SIHO 401(K) SAVINGS PLAN [EIN = 472610310]

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Company Name:	SIHO INSURANCE SERVICES
Employer identification number (EIN):	351773260
NAIC Classification:	524290