401k Plan data: SUSAN KROEGER, LTD. CASH BALANCE PLAN plan

SUSAN KROEGER, LTD. CASH BALANCE PLAN 401k Plan overview

Plan Name	SUSAN KROEGER, LTD. CASH BALANCE PLAN
Plan identification number	003

SUSAN KROEGER, LTD. CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

SUSAN KROEGER, LTD. has sponsored the creation of one or more 401k plans.

Company Name: SUSAN KROEGER, LTD.

Employer identification number (EIN): 363279534

NAIC Classification: 442110
NAIC Description: Furniture Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUSAN KROEGER, LTD. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2009-01-01 SUSAN KROEGER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2009-01-01	SUSAN KROEGER

Plan Statistics for SUSAN KROEGER, LTD. CASH BALANCE PLAN

401k plan membership statisitcs for SUSAN KROEGER, LTD. CASH BALANCE PLAN

Measure Date Value
2009: SUSAN KROEGER, LTD. CASH BALANCE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2009: SUSAN KROEGER, LTD. CASH BALANCE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SUSAN KROEGER, LTD. CASH BALANCE PLAN

Measure	Date	Value
2010 : SUSAN KROEGER, LTD. CASH BALANCE PLAN 2010 401k financial data
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$7,476
Expenses. Total of all expenses incurred	2010-12-31	$100,900
Benefits paid (including direct rollovers)	2010-12-31	$93,500
Total plan assets at end of year	2010-12-31	$0
Total plan assets at beginning of year	2010-12-31	$93,424
Value of fidelity bond covering the plan	2010-12-31	$40,000
Other income received	2010-12-31	$7,476
Net income (gross income less expenses)	2010-12-31	$-93,424
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$93,424
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$7,400
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : SUSAN KROEGER, LTD. CASH BALANCE 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 SUSAN KROEGER, LTD. CASH BALANCE PLAN

2009: SUSAN KROEGER, LTD. CASH BALANCE 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:	SUSAN KROEGER, LTD.
Employer identification number (EIN):	363279534
NAIC Classification:	442110
NAIC Description:	Furniture Stores