401k Plan data: PETERSON HOLDING CO 401 (K) PROFIT SHARING PLAN plan

PETERSON HOLDING CO 401 (K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	PETERSON HOLDING CO 401 (K) PROFIT SHARING PLAN
Plan identification number	001

PETERSON HOLDING CO 401 (K) PROFIT SHARING 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

PETERSON HOLDING CO has sponsored the creation of one or more 401k plans.

Company Name: PETERSON HOLDING CO

Employer identification number (EIN): 710700468

NAIC Classification: 522190
NAIC Description: Other Depository Credit Intermediation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PETERSON HOLDING CO 401 (K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 RICHARD M. LONDAGIN RICHARD M. LONDAGIN 2014-05-21
001 2012-01-01 RICHARD M. LONDAGIN
001 2011-01-01 RICHARD M. LONDAGIN
001 2010-01-01 MINDY PEARCY MINDY PEARCY 2011-10-14
001 2010-01-01 MINDY PEARCY MINDY PEARCY 2011-10-17
001 2009-01-01 MINDY PEARCY RICHARD MARK LONDAGIN 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	RICHARD M. LONDAGIN	RICHARD M. LONDAGIN	2014-05-21
001	2012-01-01	RICHARD M. LONDAGIN
001	2011-01-01	RICHARD M. LONDAGIN
001	2010-01-01	MINDY PEARCY	MINDY PEARCY	2011-10-14
001	2010-01-01	MINDY PEARCY	MINDY PEARCY	2011-10-17
001	2009-01-01	MINDY PEARCY	RICHARD MARK LONDAGIN	2010-10-14

Plan Statistics for PETERSON HOLDING CO 401 (K) PROFIT SHARING PLAN

401k plan membership statisitcs for PETERSON HOLDING CO 401 (K) PROFIT SHARING PLAN

Measure Date Value
2013: PETERSON HOLDING CO 401 (K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
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 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PETERSON HOLDING CO 401 (K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 100
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 26
Total of all active and inactive participants 2012-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 127
Number of participants with account balances 2012-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 32
2011: PETERSON HOLDING CO 401 (K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 114
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 0
Total of all active and inactive participants 2011-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 114
Number of participants with account balances 2011-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: PETERSON HOLDING CO 401 (K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 116
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 10
Total of all active and inactive participants 2010-01-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 126
Number of participants with account balances 2010-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: PETERSON HOLDING CO 401 (K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 119
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 20
Total of all active and inactive participants 2009-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 140
Number of participants with account balances 2009-01-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2013: PETERSON HOLDING CO 401 (K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
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	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PETERSON HOLDING CO 401 (K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	100
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	26
Total of all active and inactive participants	2012-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	127
Number of participants with account balances	2012-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	32
2011: PETERSON HOLDING CO 401 (K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	114
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	0
Total of all active and inactive participants	2011-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	114
Number of participants with account balances	2011-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: PETERSON HOLDING CO 401 (K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	116
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	10
Total of all active and inactive participants	2010-01-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	126
Number of participants with account balances	2010-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: PETERSON HOLDING CO 401 (K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	119
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	20
Total of all active and inactive participants	2009-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	140
Number of participants with account balances	2009-01-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on PETERSON HOLDING CO 401 (K) PROFIT SHARING PLAN

Measure	Date	Value
2013 : PETERSON HOLDING CO 401 (K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-08-07	$0
Total transfer of assets from this plan	2013-08-07	$1,220,116
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-08-07	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-08-07	$0
Total income from all sources (including contributions)	2013-08-07	$438,650
Total loss/gain on sale of assets	2013-08-07	$0
Total of all expenses incurred	2013-08-07	$2,311,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-08-07	$2,310,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-08-07	$139,152
Value of total assets at end of year	2013-08-07	$0
Value of total assets at beginning of year	2013-08-07	$3,093,392
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-08-07	$1,865
Total interest from all sources	2013-08-07	$29,135
Total dividends received (eg from common stock, registered investment company shares)	2013-08-07	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-08-07	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2013-08-07	$0
Was this plan covered by a fidelity bond	2013-08-07	Yes
Value of fidelity bond cover	2013-08-07	$4,500,000
If this is an individual account plan, was there a blackout period	2013-08-07	No
Funding deficiency by the employer to the plan for this plan year	2013-08-07	$0
Minimum employer required contribution for this plan year	2013-08-07	$0
Amount contributed by the employer to the plan for this plan year	2013-08-07	$0
Were there any nonexempt tranactions with any party-in-interest	2013-08-07	No
Contributions received from participants	2013-08-07	$74,448
Participant contributions at end of year	2013-08-07	$0
Participant contributions at beginning of year	2013-08-07	$269,889
Assets. Other investments not covered elsewhere at beginning of year	2013-08-07	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-08-07	$28,574
Other income not declared elsewhere	2013-08-07	$0
Administrative expenses (other) incurred	2013-08-07	$1,865
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-08-07	No
Value of net income/loss	2013-08-07	$-1,873,276
Value of net assets at end of year (total assets less liabilities)	2013-08-07	$0
Value of net assets at beginning of year (total assets less liabilities)	2013-08-07	$3,093,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-08-07	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-08-07	No
Were any leases to which the plan was party in default or uncollectible	2013-08-07	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-08-07	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-08-07	$1,947,535
Value of interest in pooled separate accounts at end of year	2013-08-07	$0
Value of interest in pooled separate accounts at beginning of year	2013-08-07	$0
Interest on participant loans	2013-08-07	$3,292
Interest earned on other investments	2013-08-07	$25,843
Value of interest in common/collective trusts at end of year	2013-08-07	$0
Value of interest in common/collective trusts at beginning of year	2013-08-07	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-08-07	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-08-07	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-08-07	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-08-07	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-08-07	$875,968
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-08-07	$0
Net investment gain/loss from pooled separate accounts	2013-08-07	$270,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-08-07	No
Was there a failure to transmit to the plan any participant contributions	2013-08-07	No
Has the plan failed to provide any benefit when due under the plan	2013-08-07	No
Assets. Invements in employer securities at beginning of year	2013-08-07	$0
Contributions received in cash from employer	2013-08-07	$36,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-08-07	$2,310,061
Asset. Corporate debt instrument debt (other) at end of year	2013-08-07	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2013-08-07	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-08-07	$0
Did the plan have assets held for investment	2013-08-07	No
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	2013-08-07	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-08-07	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-08-07	Yes
Opinion of an independent qualified public accountant for this plan	2013-08-07	Disclaimer
Accountancy firm name	2013-08-07	BKD, LLP
Accountancy firm EIN	2013-08-07	440160260
2012 : PETERSON HOLDING CO 401 (K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$0
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$0
Total transfer of assets from this plan	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	$692,257
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$874,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$872,654
Expenses. Certain deemed distributions of participant loans	2012-12-31	$0
Value of total corrective distributions	2012-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$355,465
Value of total assets at end of year	2012-12-31	$3,093,392
Value of total assets at beginning of year	2012-12-31	$3,275,432
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,643
Total interest from all sources	2012-12-31	$34,971
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	$4,500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	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	$241,794
Participant contributions at end of year	2012-12-31	$269,889
Participant contributions at beginning of year	2012-12-31	$275,114
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$5,749
Other income not declared elsewhere	2012-12-31	$0
Administrative expenses (other) incurred	2012-12-31	$1,643
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	$-182,040
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,093,392
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,275,432
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 registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,947,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,087,433
Value of interest in pooled separate accounts at end of year	2012-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$0
Interest on participant loans	2012-12-31	$7,773
Interest earned on other investments	2012-12-31	$27,198
Value of interest in common/collective trusts at end of year	2012-12-31	$0
Value of interest in common/collective trusts at beginning of year	2012-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$875,968
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$912,885
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$0
Net investment gain/loss from pooled separate accounts	2012-12-31	$301,821
Net investment gain or loss from common/collective trusts	2012-12-31	$0
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
Assets. Invements in employer securities at end of year	2012-12-31	$0
Assets. Invements in employer securities at beginning of year	2012-12-31	$0
Contributions received in cash from employer	2012-12-31	$107,922
Income. Dividends from common stock	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$872,654
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$0
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	BKD, LLP
Accountancy firm EIN	2012-12-31	440160260
2011 : PETERSON HOLDING CO 401 (K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$0
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$0
Total transfer of assets from this plan	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	$20,618
Total income from all sources (including contributions)	2011-12-31	$319,568
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$357,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$355,751
Expenses. Certain deemed distributions of participant loans	2011-12-31	$0
Value of total corrective distributions	2011-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$377,987
Value of total assets at end of year	2011-12-31	$3,275,432
Value of total assets at beginning of year	2011-12-31	$3,333,682
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,448
Total interest from all sources	2011-12-31	$31,174
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	$4,500,000
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
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	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	$259,983
Participant contributions at end of year	2011-12-31	$275,114
Participant contributions at beginning of year	2011-12-31	$183,970
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$20,618
Other income not declared elsewhere	2011-12-31	$0
Administrative expenses (other) incurred	2011-12-31	$1,448
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	$-37,631
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,275,432
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,313,064
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 registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,087,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,398,583
Value of interest in pooled separate accounts at end of year	2011-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$0
Interest on participant loans	2011-12-31	$7,461
Interest earned on other investments	2011-12-31	$23,713
Value of interest in common/collective trusts at end of year	2011-12-31	$0
Value of interest in common/collective trusts at beginning of year	2011-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$912,885
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$751,129
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$0
Net investment gain/loss from pooled separate accounts	2011-12-31	$-89,593
Net investment gain or loss from common/collective trusts	2011-12-31	$0
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
Assets. Invements in employer securities at end of year	2011-12-31	$0
Assets. Invements in employer securities at beginning of year	2011-12-31	$0
Contributions received in cash from employer	2011-12-31	$118,004
Income. Dividends from common stock	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$355,751
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$0
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	BKD
Accountancy firm EIN	2011-12-31	440160260
2010 : PETERSON HOLDING CO 401 (K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$0
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$20,618
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$14,100
Total income from all sources (including contributions)	2010-12-31	$637,886
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$60,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$59,621
Expenses. Certain deemed distributions of participant loans	2010-12-31	$0
Value of total corrective distributions	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$391,873
Value of total assets at end of year	2010-12-31	$3,333,682
Value of total assets at beginning of year	2010-12-31	$2,750,203
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,304
Total interest from all sources	2010-12-31	$8,111
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	$2,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	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	$265,390
Participant contributions at end of year	2010-12-31	$183,970
Participant contributions at beginning of year	2010-12-31	$162,978
Participant contributions at beginning of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$20,618
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$14,100
Other income not declared elsewhere	2010-12-31	$0
Administrative expenses (other) incurred	2010-12-31	$1,304
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	$576,961
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,313,064
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,736,103
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 registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,398,583
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,984,818
Value of interest in pooled separate accounts at end of year	2010-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$0
Interest on participant loans	2010-12-31	$8,111
Interest earned on other investments	2010-12-31	$0
Value of interest in common/collective trusts at end of year	2010-12-31	$0
Value of interest in common/collective trusts at beginning of year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$751,129
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$602,407
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$0
Net investment gain/loss from pooled separate accounts	2010-12-31	$237,902
Net investment gain or loss from common/collective trusts	2010-12-31	$0
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
Assets. Invements in employer securities at end of year	2010-12-31	$0
Assets. Invements in employer securities at beginning of year	2010-12-31	$0
Contributions received in cash from employer	2010-12-31	$126,483
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$0
Income. Dividends from common stock	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$59,621
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$0
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	BKD, LLP
Accountancy firm EIN	2010-12-31	440160240
2009 : PETERSON HOLDING CO 401 (K) PROFIT SHARING PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for PETERSON HOLDING CO 401 (K) PROFIT SHARING PLAN

2013: PETERSON HOLDING CO 401 (K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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
2012: PETERSON HOLDING CO 401 (K) PROFIT SHARING 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 – Insurance	Yes
2011: PETERSON HOLDING CO 401 (K) PROFIT SHARING 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 – Insurance	Yes
2010: PETERSON HOLDING CO 401 (K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
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
2009: PETERSON HOLDING CO 401 (K) PROFIT SHARING 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

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Company Name:	PETERSON HOLDING CO
Employer identification number (EIN):	710700468
NAIC Classification:	522190
NAIC Description:	Other Depository Credit Intermediation