401k Plan data: EFW INC. SUPPLEMENTAL SAVINGS & INVESTMENT PLAN plan

EFW INC. SUPPLEMENTAL SAVINGS & INVESTMENT PLAN 401k Plan overview

Plan Name	EFW INC. SUPPLEMENTAL SAVINGS & INVESTMENT PLAN
Plan identification number	003

EFW INC. SUPPLEMENTAL SAVINGS & INVESTMENT 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ELBITAMERICA, INC. has sponsored the creation of one or more 401k plans.

Company Name: ELBITAMERICA, INC.

Employer identification number (EIN): 510345236

NAIC Classification: 334410

Additional information about ELBITAMERICA, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 2319196

More information about ELBITAMERICA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EFW INC. SUPPLEMENTAL SAVINGS & INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2012-01-01 MICHAEL KENT MICHAEL KENT 2013-07-31
003 2011-01-01 MICHAEL KENT
003 2009-01-01 MICHAEL KENT

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2012-01-01	MICHAEL KENT	MICHAEL KENT	2013-07-31
003	2011-01-01	MICHAEL KENT
003	2009-01-01	MICHAEL KENT

Plan Statistics for EFW INC. SUPPLEMENTAL SAVINGS & INVESTMENT PLAN

401k plan membership statisitcs for EFW INC. SUPPLEMENTAL SAVINGS & INVESTMENT PLAN

Measure Date Value
2012: EFW INC. SUPPLEMENTAL SAVINGS & INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 963
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
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 0
Total of all active and inactive participants 2012-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 0
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: EFW INC. SUPPLEMENTAL SAVINGS & INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 935
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 798
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 200
Total of all active and inactive participants 2011-01-01 1,000
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 4
Total participants 2011-01-01 1,004
Number of participants with account balances 2011-01-01 963
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 43
2009: EFW INC. SUPPLEMENTAL SAVINGS & INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 953
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 823
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 133
Total of all active and inactive participants 2009-01-01 956
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 957
Number of participants with account balances 2009-01-01 905
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 83

Measure	Date	Value
2012: EFW INC. SUPPLEMENTAL SAVINGS & INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	963
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
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	0
Total of all active and inactive participants	2012-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	0
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: EFW INC. SUPPLEMENTAL SAVINGS & INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	935
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	798
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	200
Total of all active and inactive participants	2011-01-01	1,000
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	4
Total participants	2011-01-01	1,004
Number of participants with account balances	2011-01-01	963
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	43
2009: EFW INC. SUPPLEMENTAL SAVINGS & INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	953
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	823
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	133
Total of all active and inactive participants	2009-01-01	956
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	957
Number of participants with account balances	2009-01-01	905
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	83

Financial Data on EFW INC. SUPPLEMENTAL SAVINGS & INVESTMENT PLAN

Measure	Date	Value
2012 : EFW INC. SUPPLEMENTAL SAVINGS & INVESTMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-05-30	$0
Total transfer of assets from this plan	2012-05-30	$58,857,409
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-05-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-05-30	$0
Total income from all sources (including contributions)	2012-05-30	$4,954,573
Total loss/gain on sale of assets	2012-05-30	$0
Total of all expenses incurred	2012-05-30	$4,555,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-05-30	$4,546,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-05-30	$2,973,799
Value of total assets at end of year	2012-05-30	$0
Value of total assets at beginning of year	2012-05-30	$58,458,763
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-05-30	$9,269
Total interest from all sources	2012-05-30	$38,280
Total dividends received (eg from common stock, registered investment company shares)	2012-05-30	$138,599
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-05-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-05-30	$138,599
Was this plan covered by a fidelity bond	2012-05-30	Yes
Value of fidelity bond cover	2012-05-30	$500,000
If this is an individual account plan, was there a blackout period	2012-05-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-05-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-05-30	No
Contributions received from participants	2012-05-30	$2,080,020
Participant contributions at end of year	2012-05-30	$0
Participant contributions at beginning of year	2012-05-30	$1,901,097
Income. Received or receivable in cash from other sources (including rollovers)	2012-05-30	$9,856
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-05-30	No
Value of net income/loss	2012-05-30	$398,646
Value of net assets at end of year (total assets less liabilities)	2012-05-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2012-05-30	$58,458,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-05-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-05-30	No
Were any leases to which the plan was party in default or uncollectible	2012-05-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-05-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-05-30	$44,478,853
Interest on participant loans	2012-05-30	$38,280
Value of interest in common/collective trusts at end of year	2012-05-30	$0
Value of interest in common/collective trusts at beginning of year	2012-05-30	$12,021,634
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-05-30	$1,755,201
Net investment gain or loss from common/collective trusts	2012-05-30	$48,694
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-05-30	No
Was there a failure to transmit to the plan any participant contributions	2012-05-30	No
Has the plan failed to provide any benefit when due under the plan	2012-05-30	No
Contributions received in cash from employer	2012-05-30	$883,923
Employer contributions (assets) at beginning of year	2012-05-30	$57,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-05-30	$4,546,658
Contract administrator fees	2012-05-30	$9,269
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	2012-05-30	Yes
Did the plan have assets held for investment	2012-05-30	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	2012-05-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-05-30	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-05-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-05-30	Disclaimer
Accountancy firm name	2012-05-30	WHITLEY PENN LLP
Accountancy firm EIN	2012-05-30	752393478
2011 : EFW INC. SUPPLEMENTAL SAVINGS & INVESTMENT 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	$8,262,655
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$2,849,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,819,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$8,058,032
Value of total assets at end of year	2011-12-31	$58,458,763
Value of total assets at beginning of year	2011-12-31	$53,045,566
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$29,723
Total interest from all sources	2011-12-31	$90,127
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$1,569,542
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	$1,569,542
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$5,098,177
Participant contributions at end of year	2011-12-31	$1,901,097
Participant contributions at beginning of year	2011-12-31	$1,950,218
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$630,317
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	$5,413,197
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$58,458,763
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$53,045,566
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
Investment advisory and management fees	2011-12-31	$10,333
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$44,478,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$40,815,353
Interest on participant loans	2011-12-31	$90,127
Value of interest in common/collective trusts at end of year	2011-12-31	$12,021,634
Value of interest in common/collective trusts at beginning of year	2011-12-31	$10,192,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,457,594
Net investment gain or loss from common/collective trusts	2011-12-31	$2,548
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	$2,329,538
Employer contributions (assets) at end of year	2011-12-31	$57,179
Employer contributions (assets) at beginning of year	2011-12-31	$87,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$2,819,735
Contract administrator fees	2011-12-31	$19,390
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	WHITLEY PENN LLP
Accountancy firm EIN	2011-12-31	752393478
2010 : EFW INC. SUPPLEMENTAL SAVINGS & INVESTMENT 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	$12,205,515
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$4,188,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$4,147,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$7,050,653
Value of total assets at end of year	2010-12-31	$53,045,566
Value of total assets at beginning of year	2010-12-31	$45,028,737
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$41,636
Total interest from all sources	2010-12-31	$96,328
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$1,362,861
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	$1,362,861
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$4,753,455
Participant contributions at end of year	2010-12-31	$1,950,218
Participant contributions at beginning of year	2010-12-31	$1,740,095
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$261,159
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	$8,016,829
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$53,045,566
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$45,028,737
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
Investment advisory and management fees	2010-12-31	$24,722
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$40,815,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$32,605,008
Interest on participant loans	2010-12-31	$96,328
Value of interest in common/collective trusts at end of year	2010-12-31	$10,192,096
Value of interest in common/collective trusts at beginning of year	2010-12-31	$10,607,107
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$3,222,774
Net investment gain or loss from common/collective trusts	2010-12-31	$472,899
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	$2,036,039
Employer contributions (assets) at end of year	2010-12-31	$87,899
Employer contributions (assets) at beginning of year	2010-12-31	$76,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$4,147,050
Contract administrator fees	2010-12-31	$16,914
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	Disclaimer
Accountancy firm name	2010-12-31	WHITLEY PENN, LLP
Accountancy firm EIN	2010-12-31	752393478

Form 5500 Responses for EFW INC. SUPPLEMENTAL SAVINGS & INVESTMENT PLAN

2012: EFW INC. SUPPLEMENTAL SAVINGS & INVESTMENT 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	Yes
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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
2011: EFW INC. SUPPLEMENTAL SAVINGS & INVESTMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: EFW INC. SUPPLEMENTAL SAVINGS & INVESTMENT 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:	ELBITAMERICA, INC.
Employer identification number (EIN):	510345236
NAIC Classification:	334410

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	2319196