401k Plan data: LARIAT GROUP RETIREMENT SAVINGS PLAN plan

LARIAT GROUP RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	LARIAT GROUP RETIREMENT SAVINGS PLAN
Plan identification number	001

LARIAT GROUP RETIREMENT 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LARIAT COMPANIES INC has sponsored the creation of one or more 401k plans.

Company Name: LARIAT COMPANIES INC

Employer identification number (EIN): 411326410

NAIC Classification: 323100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LARIAT GROUP RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 KATHERINE REICHEL
001 2012-01-01 GEORGE R FROST GEORGE R FROST 2013-09-17
001 2011-01-01 FROSTGEORGER FROSTGEORGER 2012-10-04
001 2010-01-01 GEORGE R. FROST GEORGE R. FROST 2011-10-12
001 2009-01-01 GEORGE R FROST GEORGE R FROST 2010-10-05
001 2009-01-01 GEORGE R FROST 2010-10-05

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	KATHERINE REICHEL
001	2012-01-01	GEORGE R FROST	GEORGE R FROST	2013-09-17
001	2011-01-01	FROSTGEORGER	FROSTGEORGER	2012-10-04
001	2010-01-01	GEORGE R. FROST	GEORGE R. FROST	2011-10-12
001	2009-01-01	GEORGE R FROST	GEORGE R FROST	2010-10-05
001	2009-01-01		GEORGE R FROST	2010-10-05

Plan Statistics for LARIAT GROUP RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for LARIAT GROUP RETIREMENT SAVINGS PLAN

Measure Date Value
2013: LARIAT GROUP RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 408
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 356
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 51
Total of all active and inactive participants 2013-01-01 407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 407
Number of participants with account balances 2013-01-01 250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 14
2012: LARIAT GROUP RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 362
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 325
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 52
Total of all active and inactive participants 2012-01-01 377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 377
Number of participants with account balances 2012-01-01 240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 15
2011: LARIAT GROUP RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 340
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 293
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 52
Total of all active and inactive participants 2011-01-01 345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 345
Number of participants with account balances 2011-01-01 204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 7
2010: LARIAT GROUP RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 348
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 283
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 52
Total of all active and inactive participants 2010-01-01 335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 335
Number of participants with account balances 2010-01-01 181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 4
2009: LARIAT GROUP RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 404
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 281
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 58
Total of all active and inactive participants 2009-01-01 339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 339
Number of participants with account balances 2009-01-01 186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 19

Measure	Date	Value
2013: LARIAT GROUP RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	408
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	356
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	51
Total of all active and inactive participants	2013-01-01	407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	407
Number of participants with account balances	2013-01-01	250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	14
2012: LARIAT GROUP RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	362
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	325
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	52
Total of all active and inactive participants	2012-01-01	377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	377
Number of participants with account balances	2012-01-01	240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	15
2011: LARIAT GROUP RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	340
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	293
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	52
Total of all active and inactive participants	2011-01-01	345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	345
Number of participants with account balances	2011-01-01	204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	7
2010: LARIAT GROUP RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	348
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	283
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	52
Total of all active and inactive participants	2010-01-01	335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	335
Number of participants with account balances	2010-01-01	181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	4
2009: LARIAT GROUP RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	404
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	281
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	58
Total of all active and inactive participants	2009-01-01	339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	339
Number of participants with account balances	2009-01-01	186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	19

Financial Data on LARIAT GROUP RETIREMENT SAVINGS PLAN

Measure	Date	Value
2013 : LARIAT GROUP RETIREMENT SAVINGS 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	$2,257,664
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$832,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$821,110
Value of total corrective distributions	2013-12-31	$6,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,144,250
Value of total assets at end of year	2013-12-31	$6,370,071
Value of total assets at beginning of year	2013-12-31	$4,944,900
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$5,069
Total interest from all sources	2013-12-31	$5,771
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$654,275
Participant contributions at end of year	2013-12-31	$117,026
Participant contributions at beginning of year	2013-12-31	$82,300
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$267,705
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	$1,425,171
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,370,071
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,944,900
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 pooled separate accounts at end of year	2013-12-31	$6,253,045
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$4,862,600
Interest on participant loans	2013-12-31	$5,771
Net investment gain/loss from pooled separate accounts	2013-12-31	$1,107,643
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	Yes
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	$222,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$821,110
Contract administrator fees	2013-12-31	$5,069
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	OLSEN THIELEN & CO
Accountancy firm EIN	2013-12-31	411360831
2012 : LARIAT GROUP RETIREMENT SAVINGS 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	$1,462,721
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$431,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$426,834
Value of total corrective distributions	2012-12-31	$3,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$892,745
Value of total assets at end of year	2012-12-31	$4,944,900
Value of total assets at beginning of year	2012-12-31	$3,914,023
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,998
Total interest from all sources	2012-12-31	$5,287
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
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	$549,254
Participant contributions at end of year	2012-12-31	$82,300
Participant contributions at beginning of year	2012-12-31	$62,496
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$10,644
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	$1,030,877
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$4,944,900
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,914,023
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 pooled separate accounts at end of year	2012-12-31	$4,862,600
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$3,851,527
Interest on participant loans	2012-12-31	$5,287
Net investment gain/loss from pooled separate accounts	2012-12-31	$564,689
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	$332,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$426,834
Contract administrator fees	2012-12-31	$1,998
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	OLSON THIELEN & CO
Accountancy firm EIN	2012-12-31	411360831
2011 : LARIAT GROUP RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
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	$427,633
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$151,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$146,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$653,508
Value of total assets at end of year	2011-12-31	$3,914,023
Value of total assets at beginning of year	2011-12-31	$3,637,509
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$4,728
Total interest from all sources	2011-12-31	$4,752
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$400,000
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	$506,470
Participant contributions at end of year	2011-12-31	$62,496
Participant contributions at beginning of year	2011-12-31	$44,662
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$88,781
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	$276,514
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,914,023
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,637,509
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 pooled separate accounts at end of year	2011-12-31	$3,851,527
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$3,592,847
Interest on participant loans	2011-12-31	$4,752
Net investment gain/loss from pooled separate accounts	2011-12-31	$-230,627
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	$58,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$146,391
Contract administrator fees	2011-12-31	$4,728
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	OLSON THIELEN & CO
Accountancy firm EIN	2011-12-31	411360831
2010 : LARIAT GROUP RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
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	$840,768
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$216,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$212,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$393,833
Value of total assets at end of year	2010-12-31	$3,637,509
Value of total assets at beginning of year	2010-12-31	$3,013,001
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$3,928
Total interest from all sources	2010-12-31	$3,740
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$300,000
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	$381,930
Participant contributions at end of year	2010-12-31	$44,662
Participant contributions at beginning of year	2010-12-31	$50,676
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$11,903
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	$624,508
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,637,509
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,013,001
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 pooled separate accounts at end of year	2010-12-31	$3,592,847
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$2,962,325
Interest on participant loans	2010-12-31	$3,740
Net investment gain/loss from pooled separate accounts	2010-12-31	$443,195
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$212,332
Contract administrator fees	2010-12-31	$3,928
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	Disclaimer
Accountancy firm name	2010-12-31	OLSON THIELEN & CO.
Accountancy firm EIN	2010-12-31	411360831
2009 : LARIAT GROUP RETIREMENT 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 LARIAT GROUP RETIREMENT SAVINGS PLAN

2013: LARIAT GROUP RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LARIAT GROUP RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LARIAT GROUP RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: LARIAT GROUP RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Mulitple 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 is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: LARIAT GROUP RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LARIAT COMPANIES INC
Employer identification number (EIN):	411326410
NAIC Classification:	323100