401k Plan data: HOSPITALITY AND ENTERTAINMENT RETIREMENT BENEFITS PLAN plan

HOSPITALITY AND ENTERTAINMENT RETIREMENT BENEFITS PLAN 401k Plan overview

Plan Name	HOSPITALITY AND ENTERTAINMENT RETIREMENT BENEFITS PLAN
Plan identification number	333

HOSPITALITY AND ENTERTAINMENT RETIREMENT BENEFITS 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

BAR MANAGEMENT GROUP/FIELD SERVICES has sponsored the creation of one or more 401k plans.

Company Name: BAR MANAGEMENT GROUP/FIELD SERVICES

Employer identification number (EIN): 562212876

NAIC Classification: 561110
NAIC Description: Office Administrative Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOSPITALITY AND ENTERTAINMENT RETIREMENT BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
333 2014-01-01 PATRICK HARKLEROAD
333 2013-01-01 PATRICK HARKLEROAD
333 2012-01-01 PATRICK HARKLEROAD 2013-07-24 PATRICK HARKLEROAD 2013-07-24
333 2011-01-01 PATRICK HARKLEROAD 2012-10-08
333 2010-01-01 PATRICK HARKLEROAD 2011-06-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
333	2014-01-01	PATRICK HARKLEROAD
333	2013-01-01	PATRICK HARKLEROAD
333	2012-01-01	PATRICK HARKLEROAD	2013-07-24	PATRICK HARKLEROAD	2013-07-24
333	2011-01-01	PATRICK HARKLEROAD	2012-10-08
333	2010-01-01	PATRICK HARKLEROAD	2011-06-30

Plan Statistics for HOSPITALITY AND ENTERTAINMENT RETIREMENT BENEFITS PLAN

401k plan membership statisitcs for HOSPITALITY AND ENTERTAINMENT RETIREMENT BENEFITS PLAN

Measure Date Value
2014: HOSPITALITY AND ENTERTAINMENT RETIREMENT BENEFITS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 487
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 470
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 17
Total of all active and inactive participants 2014-01-01 487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 487
Number of participants with account balances 2014-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: HOSPITALITY AND ENTERTAINMENT RETIREMENT BENEFITS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 420
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 16
Total of all active and inactive participants 2013-01-01 436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 436
Number of participants with account balances 2013-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2014: HOSPITALITY AND ENTERTAINMENT RETIREMENT BENEFITS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	487
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	470
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	17
Total of all active and inactive participants	2014-01-01	487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	487
Number of participants with account balances	2014-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: HOSPITALITY AND ENTERTAINMENT RETIREMENT BENEFITS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	420
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	16
Total of all active and inactive participants	2013-01-01	436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	436
Number of participants with account balances	2013-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on HOSPITALITY AND ENTERTAINMENT RETIREMENT BENEFITS PLAN

Measure	Date	Value
2014 : HOSPITALITY AND ENTERTAINMENT RETIREMENT BENEFITS PLAN 2014 401k financial data
Total transfer of assets to this plan	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$236,881
Total of all expenses incurred	2014-12-31	$121,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$97,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$145,090
Value of total assets at end of year	2014-12-31	$1,775,644
Value of total assets at beginning of year	2014-12-31	$1,659,848
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$24,055
Total interest from all sources	2014-12-31	$5,989
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
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	$117,046
Participant contributions at end of year	2014-12-31	$109,492
Participant contributions at beginning of year	2014-12-31	$133,520
Participant contributions at end of year	2014-12-31	$1,819
Participant contributions at beginning of year	2014-12-31	$373
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$28,044
Other income not declared elsewhere	2014-12-31	$3,082
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
Value of net income/loss	2014-12-31	$115,796
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,775,644
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,659,848
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
Value of interest in pooled separate accounts at end of year	2014-12-31	$1,495,086
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$1,335,201
Interest on participant loans	2014-12-31	$5,989
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$169,247
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$190,754
Net investment gain/loss from pooled separate accounts	2014-12-31	$82,720
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	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$97,030
Contract administrator fees	2014-12-31	$24,055
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
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	GRAY, GRAY AND GRAY, LLP
Accountancy firm EIN	2014-12-31	042088368
2013 : HOSPITALITY AND ENTERTAINMENT RETIREMENT BENEFITS PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$388,855
Total of all expenses incurred	2013-12-31	$169,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$146,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$141,477
Value of total assets at end of year	2013-12-31	$1,659,848
Value of total assets at beginning of year	2013-12-31	$1,440,890
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$23,065
Total interest from all sources	2013-12-31	$2,879
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	$5,000,000
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	$141,477
Participant contributions at end of year	2013-12-31	$133,520
Participant contributions at end of year	2013-12-31	$373
Other income not declared elsewhere	2013-12-31	$3,631
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	$218,958
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,659,848
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,440,890
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	$1,335,201
Interest on participant loans	2013-12-31	$2,879
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$190,754
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,440,890
Net investment gain/loss from pooled separate accounts	2013-12-31	$240,868
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$146,832
Contract administrator fees	2013-12-31	$23,065
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	GRAY, GRAY & GRAY LLP.
Accountancy firm EIN	2013-12-31	042088368

Form 5500 Responses for HOSPITALITY AND ENTERTAINMENT RETIREMENT BENEFITS PLAN

2014: HOSPITALITY AND ENTERTAINMENT RETIREMENT BENEFITS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HOSPITALITY AND ENTERTAINMENT RETIREMENT BENEFITS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
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

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932127

Policy instance

Insurance contract or identification number	932127
Number of Individuals Covered	45
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $160
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $160
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	0
Insurance broker organization code?	3
Insurance broker name	MORGAN STANLEY INSURANCE SERVICES

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932127

Policy instance

Insurance contract or identification number	932127
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $147
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $86
Insurance broker organization code?	3
Insurance broker name	UBS FINANCIAL SERVICES INSURANCE

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Company Name:	BAR MANAGEMENT GROUP/FIELD SERVICES
Employer identification number (EIN):	562212876
NAIC Classification:	561110
NAIC Description:	Office Administrative Services