401k Plan data: WESTON TRANSFER, INC. RETIREMENT PLAN plan

WESTON TRANSFER, INC. RETIREMENT PLAN 401k Plan overview

Plan Name	WESTON TRANSFER, INC. RETIREMENT PLAN
Plan identification number	001

WESTON TRANSFER, INC. RETIREMENT PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations. Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

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

Company Name: WESTON TRANSFER, INC.

Employer identification number (EIN): 550484482

NAIC Classification: 484110
NAIC Description: General Freight Trucking, Local

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTON TRANSFER, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 LARRY D BROWN 2014-05-29
001 2012-01-01 LARRY D BROWN
001 2011-01-01 LARRY D BROWN
001 2010-01-01 LARRY D BROWN 2011-07-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2013-01-01	LARRY D BROWN	2014-05-29
001	2012-01-01	LARRY D BROWN
001	2011-01-01	LARRY D BROWN
001	2010-01-01	LARRY D BROWN	2011-07-12

Plan Statistics for WESTON TRANSFER, INC. RETIREMENT PLAN

401k plan membership statisitcs for WESTON TRANSFER, INC. RETIREMENT PLAN

Measure Date Value
2012: WESTON TRANSFER, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 33
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 6
Total of all active and inactive participants 2012-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 39
Number of participants with account balances 2012-01-01 38
2011: WESTON TRANSFER, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 33
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 8
Total of all active and inactive participants 2011-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 42
Number of participants with account balances 2011-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4

Measure	Date	Value
2012: WESTON TRANSFER, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	33
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	6
Total of all active and inactive participants	2012-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	39
Number of participants with account balances	2012-01-01	38
2011: WESTON TRANSFER, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	33
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	8
Total of all active and inactive participants	2011-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	42
Number of participants with account balances	2011-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4

Financial Data on WESTON TRANSFER, INC. RETIREMENT PLAN

Measure	Date	Value
2012 : WESTON TRANSFER, INC. RETIREMENT PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$530
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$49,475
Expenses. Total of all expenses incurred	2012-12-31	$20,990
Benefits paid (including direct rollovers)	2012-12-31	$20,460
Total plan assets at end of year	2012-12-31	$269,205
Total plan assets at beginning of year	2012-12-31	$240,190
Value of fidelity bond covering the plan	2012-12-31	$250,000
Total contributions received or receivable from participants	2012-12-31	$4,490
Expenses. Other expenses not covered elsewhere	2012-12-31	$530
Other income received	2012-12-31	$24,985
Net income (gross income less expenses)	2012-12-31	$28,485
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$268,675
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$240,190
Total contributions received or receivable from employer(s)	2012-12-31	$20,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : WESTON TRANSFER, INC. RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total income from all sources	2011-12-31	$2,585
Expenses. Total of all expenses incurred	2011-12-31	$8,676
Benefits paid (including direct rollovers)	2011-12-31	$8,676
Total plan assets at end of year	2011-12-31	$240,190
Total plan assets at beginning of year	2011-12-31	$246,281
Value of fidelity bond covering the plan	2011-12-31	$250,000
Total contributions received or receivable from participants	2011-12-31	$3,843
Other income received	2011-12-31	$-22,842
Net income (gross income less expenses)	2011-12-31	$-6,091
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$240,190
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$246,281
Total contributions received or receivable from employer(s)	2011-12-31	$21,584
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0

Form 5500 Responses for WESTON TRANSFER, INC. RETIREMENT PLAN

2012: WESTON TRANSFER, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WESTON TRANSFER, INC. RETIREMENT 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

101543

Policy instance

Insurance contract or identification number	101543
Number of Individuals Covered	64
Insurance policy start date	2012-04-29
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $1,624
Total amount of fees paid to insurance company	USD $354
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,624
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	7
Insurance broker name	BENEFIT SOLUTIONS

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

101543

Policy instance

Insurance contract or identification number	101543
Number of Individuals Covered	70
Insurance policy start date	2011-04-29
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4,171
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	WESTON TRANSFER, INC.
Employer identification number (EIN):	550484482
NAIC Classification:	484110
NAIC Description:	General Freight Trucking, Local