401k Plan data: CENTER BROTHERS, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN plan

CENTER BROTHERS, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	CENTER BROTHERS, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	002

CENTER BROTHERS, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
The employer maintaining this ESOP is an S Corporation
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: CENTER BROTHERS, INC.

Employer identification number (EIN): 580514636

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTER BROTHERS, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2012-12-01 CATHERINE REA CATHERINE REA 2014-09-12
002 2011-12-01 CATHERINE REA CATHERINE REA 2013-09-16
002 2009-12-01 CATHERINE REA CATHERINE REA 2011-09-15
002 2009-12-01 CATHERINE REA CATHERINE REA 2011-09-14
002 2008-12-01

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2012-12-01	CATHERINE REA	CATHERINE REA	2014-09-12
002	2011-12-01	CATHERINE REA	CATHERINE REA	2013-09-16
002	2009-12-01	CATHERINE REA	CATHERINE REA	2011-09-15
002	2009-12-01	CATHERINE REA	CATHERINE REA	2011-09-14
002	2008-12-01

Plan Statistics for CENTER BROTHERS, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for CENTER BROTHERS, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2012: CENTER BROTHERS, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year 2012-12-01 87
Total number of active participants reported on line 7a of the Form 5500 2012-12-01 35
Number of retired or separated participants receiving benefits 2012-12-01 0
Number of other retired or separated participants entitled to future benefits 2012-12-01 44
Total of all active and inactive participants 2012-12-01 79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-12-01 0
Total participants 2012-12-01 79
Number of participants with account balances 2012-12-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-12-01 3
2011: CENTER BROTHERS, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year 2011-12-01 105
Total number of active participants reported on line 7a of the Form 5500 2011-12-01 43
Number of retired or separated participants receiving benefits 2011-12-01 0
Number of other retired or separated participants entitled to future benefits 2011-12-01 44
Total of all active and inactive participants 2011-12-01 87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-12-01 0
Total participants 2011-12-01 87
Number of participants with account balances 2011-12-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-12-01 0
2009: CENTER BROTHERS, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year 2009-12-01 91
Total number of active participants reported on line 7a of the Form 5500 2009-12-01 57
Number of retired or separated participants receiving benefits 2009-12-01 0
Number of other retired or separated participants entitled to future benefits 2009-12-01 42
Total of all active and inactive participants 2009-12-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-12-01 1
Total participants 2009-12-01 100
Number of participants with account balances 2009-12-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-12-01 1

Measure	Date	Value
2012: CENTER BROTHERS, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year	2012-12-01	87
Total number of active participants reported on line 7a of the Form 5500	2012-12-01	35
Number of retired or separated participants receiving benefits	2012-12-01	0
Number of other retired or separated participants entitled to future benefits	2012-12-01	44
Total of all active and inactive participants	2012-12-01	79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-12-01	0
Total participants	2012-12-01	79
Number of participants with account balances	2012-12-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-12-01	3
2011: CENTER BROTHERS, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year	2011-12-01	105
Total number of active participants reported on line 7a of the Form 5500	2011-12-01	43
Number of retired or separated participants receiving benefits	2011-12-01	0
Number of other retired or separated participants entitled to future benefits	2011-12-01	44
Total of all active and inactive participants	2011-12-01	87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-12-01	0
Total participants	2011-12-01	87
Number of participants with account balances	2011-12-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-12-01	0
2009: CENTER BROTHERS, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year	2009-12-01	91
Total number of active participants reported on line 7a of the Form 5500	2009-12-01	57
Number of retired or separated participants receiving benefits	2009-12-01	0
Number of other retired or separated participants entitled to future benefits	2009-12-01	42
Total of all active and inactive participants	2009-12-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-12-01	1
Total participants	2009-12-01	100
Number of participants with account balances	2009-12-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-12-01	1

Financial Data on CENTER BROTHERS, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2013 : CENTER BROTHERS, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Transfers to/from the plan	2013-11-30	$0
Total plan liabilities at end of year	2013-11-30	$5,631,415
Total plan liabilities at beginning of year	2013-11-30	$5,478,427
Total income from all sources	2013-11-30	$-152,988
Expenses. Total of all expenses incurred	2013-11-30	$75
Total plan assets at end of year	2013-11-30	$48,417
Total plan assets at beginning of year	2013-11-30	$48,492
Value of fidelity bond covering the plan	2013-11-30	$500,000
Other income received	2013-11-30	$-152,988
Net income (gross income less expenses)	2013-11-30	$-153,063
Net plan assets at end of year (total assets less liabilities)	2013-11-30	$-5,582,998
Net plan assets at beginning of year (total assets less liabilities)	2013-11-30	$-5,429,935
Assets. Value of employer securities	2013-11-30	$37,566
Expenses. Administrative service providers (salaries,fees and commissions)	2013-11-30	$75
2012 : CENTER BROTHERS, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-11-30	$5,065,716
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-11-30	$5,065,716
Total income from all sources (including contributions)	2012-11-30	$5
Total of all expenses incurred	2012-11-30	$234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-11-30	$159
Value of total assets at end of year	2012-11-30	$231,049
Value of total assets at beginning of year	2012-11-30	$231,278
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-11-30	$75
Total interest from all sources	2012-11-30	$5
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-11-30	No
Was this plan covered by a fidelity bond	2012-11-30	Yes
Value of fidelity bond cover	2012-11-30	$500,000
If this is an individual account plan, was there a blackout period	2012-11-30	No
Were there any nonexempt tranactions with any party-in-interest	2012-11-30	No
Administrative expenses (other) incurred	2012-11-30	$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-11-30	No
Value of net income/loss	2012-11-30	$-229
Value of net assets at end of year (total assets less liabilities)	2012-11-30	$-4,834,667
Value of net assets at beginning of year (total assets less liabilities)	2012-11-30	$-4,834,438
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-11-30	No
Were any leases to which the plan was party in default or uncollectible	2012-11-30	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-11-30	$10,926
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-11-30	$10,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-11-30	$10,996
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-11-30	$5
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-11-30	No
Was there a failure to transmit to the plan any participant contributions	2012-11-30	No
Has the plan failed to provide any benefit when due under the plan	2012-11-30	No
Assets. Invements in employer securities at end of year	2012-11-30	$220,123
Assets. Invements in employer securities at beginning of year	2012-11-30	$220,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-11-30	$159
Liabilities. Value of benefit claims payable at end of year	2012-11-30	$17
Liabilities. Value of benefit claims payable at beginning of year	2012-11-30	$17
Did the plan have assets held for investment	2012-11-30	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	2012-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-11-30	No
Liabilities. Value of acquisition indebtedness at end of year	2012-11-30	$5,065,699
Liabilities. Value of acquisition indebtedness at beginning of year	2012-11-30	$5,065,699
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-11-30	No
Opinion of an independent qualified public accountant for this plan	2012-11-30	Qualified
Accountancy firm name	2012-11-30	HANCOCK, ASKEW & COMPANY
Accountancy firm EIN	2012-11-30	580662558
2011 : CENTER BROTHERS, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-11-30	$-116,495
Total unrealized appreciation/depreciation of assets	2011-11-30	$-116,495
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-11-30	$5,065,716
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-11-30	$4,653,005
Expenses. Interest paid	2011-11-30	$412,711
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2011-11-30	$412,711
Total income from all sources (including contributions)	2011-11-30	$-116,488
Total loss/gain on sale of assets	2011-11-30	$0
Total of all expenses incurred	2011-11-30	$420,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-11-30	$7,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-11-30	$0
Value of total assets at end of year	2011-11-30	$231,278
Value of total assets at beginning of year	2011-11-30	$355,167
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-11-30	$60
Total interest from all sources	2011-11-30	$7
Total dividends received (eg from common stock, registered investment company shares)	2011-11-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-11-30	No
Was this plan covered by a fidelity bond	2011-11-30	Yes
Value of fidelity bond cover	2011-11-30	$500,000
If this is an individual account plan, was there a blackout period	2011-11-30	No
Were there any nonexempt tranactions with any party-in-interest	2011-11-30	No
Administrative expenses (other) incurred	2011-11-30	$60
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-11-30	No
Value of net income/loss	2011-11-30	$-536,600
Value of net assets at end of year (total assets less liabilities)	2011-11-30	$-4,834,438
Value of net assets at beginning of year (total assets less liabilities)	2011-11-30	$-4,297,838
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-11-30	No
Were any leases to which the plan was party in default or uncollectible	2011-11-30	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-11-30	$10,996
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-11-30	$11,049
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-11-30	$11,049
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-11-30	$7
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-11-30	No
Was there a failure to transmit to the plan any participant contributions	2011-11-30	No
Has the plan failed to provide any benefit when due under the plan	2011-11-30	No
Assets. Invements in employer securities at end of year	2011-11-30	$220,282
Assets. Invements in employer securities at beginning of year	2011-11-30	$344,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-11-30	$7,341
Liabilities. Value of benefit claims payable at end of year	2011-11-30	$17
Liabilities. Value of benefit claims payable at beginning of year	2011-11-30	$17
Did the plan have assets held for investment	2011-11-30	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	2011-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-11-30	No
Liabilities. Value of acquisition indebtedness at end of year	2011-11-30	$5,065,699
Liabilities. Value of acquisition indebtedness at beginning of year	2011-11-30	$4,652,988
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-11-30	No
Opinion of an independent qualified public accountant for this plan	2011-11-30	Qualified
Accountancy firm name	2011-11-30	HANCOCK, ASKEW & COMPANY
Accountancy firm EIN	2011-11-30	580662558
2010 : CENTER BROTHERS, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-11-30	$10,513

Form 5500 Responses for CENTER BROTHERS, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN

2012: CENTER BROTHERS, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-12-01	Type of plan entity	Single employer plan
2012-12-01	Submission has been amended	No
2012-12-01	This submission is the final filing	No
2012-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-12-01	Plan is a collectively bargained plan	No
2012-12-01	Plan funding arrangement – Trust	Yes
2012-12-01	Plan benefit arrangement - Trust	Yes
2011: CENTER BROTHERS, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-12-01	Type of plan entity	Single employer plan
2011-12-01	Submission has been amended	No
2011-12-01	This submission is the final filing	No
2011-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-12-01	Plan is a collectively bargained plan	No
2011-12-01	Plan funding arrangement – Trust	Yes
2011-12-01	Plan benefit arrangement - Trust	Yes
2009: CENTER BROTHERS, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-12-01	Type of plan entity	Single employer plan
2009-12-01	Submission has been amended	No
2009-12-01	This submission is the final filing	No
2009-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-12-01	Plan is a collectively bargained plan	No
2009-12-01	Plan funding arrangement – Trust	Yes
2009-12-01	Plan benefit arrangement - Trust	Yes
2008: CENTER BROTHERS, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2008 form 5500 responses
2008-12-01	Type of plan entity	Single employer plan
2008-12-01	Submission has been amended	No
2008-12-01	This submission is the final filing	No
2008-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-12-01	Plan is a collectively bargained plan	No

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Company Name:	CENTER BROTHERS, INC.
Employer identification number (EIN):	580514636
NAIC Classification:	812990
NAIC Description:	All Other Personal Services