401k Plan data: PASO ROBLES TANK, INC. DBA CCS & WCIC 401K PROFIT SHARING PLAN plan

PASO ROBLES TANK, INC. DBA CCS & WCIC 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	PASO ROBLES TANK, INC. DBA CCS & WCIC 401K PROFIT SHARING PLAN
Plan identification number	001

PASO ROBLES TANK, INC. DBA CCS & WCIC 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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

PASO ROBLES TANK, INC. DBA CCS & WCIC has sponsored the creation of one or more 401k plans.

Company Name: PASO ROBLES TANK, INC. DBA CCS & WCIC

Employer identification number (EIN): 770541423

NAIC Classification: 332400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PASO ROBLES TANK, INC. DBA CCS & WCIC 401K 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 SHAWN OWENS
001 2012-01-01 SHAWN OWENS
001 2011-01-01 SHAWN OWENS 2012-10-12
001 2010-01-01 SHAWN OWENS 2011-10-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2013-01-01	SHAWN OWENS
001	2012-01-01	SHAWN OWENS
001	2011-01-01	SHAWN OWENS	2012-10-12
001	2010-01-01	SHAWN OWENS	2011-10-11

Plan Statistics for PASO ROBLES TANK, INC. DBA CCS & WCIC 401K PROFIT SHARING PLAN

401k plan membership statisitcs for PASO ROBLES TANK, INC. DBA CCS & WCIC 401K PROFIT SHARING PLAN

Measure Date Value
2013: PASO ROBLES TANK, INC. DBA CCS & WCIC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 311
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 220
Number of retired or separated participants receiving benefits 2013-01-01 19
Number of other retired or separated participants entitled to future benefits 2013-01-01 67
Total of all active and inactive participants 2013-01-01 306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 306
Number of participants with account balances 2013-01-01 197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: PASO ROBLES TANK, INC. DBA CCS & WCIC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 221
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 248
Number of retired or separated participants receiving benefits 2012-01-01 18
Number of other retired or separated participants entitled to future benefits 2012-01-01 45
Total of all active and inactive participants 2012-01-01 311
Total participants 2012-01-01 311
Number of participants with account balances 2012-01-01 182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1

Measure	Date	Value
2013: PASO ROBLES TANK, INC. DBA CCS & WCIC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	311
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	220
Number of retired or separated participants receiving benefits	2013-01-01	19
Number of other retired or separated participants entitled to future benefits	2013-01-01	67
Total of all active and inactive participants	2013-01-01	306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	306
Number of participants with account balances	2013-01-01	197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: PASO ROBLES TANK, INC. DBA CCS & WCIC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	221
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	248
Number of retired or separated participants receiving benefits	2012-01-01	18
Number of other retired or separated participants entitled to future benefits	2012-01-01	45
Total of all active and inactive participants	2012-01-01	311
Total participants	2012-01-01	311
Number of participants with account balances	2012-01-01	182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1

Financial Data on PASO ROBLES TANK, INC. DBA CCS & WCIC 401K PROFIT SHARING PLAN

Measure	Date	Value
2013 : PASO ROBLES TANK, INC. DBA CCS & WCIC 401K PROFIT SHARING PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$58,499
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$5,849
Total income from all sources (including contributions)	2013-12-31	$994,322
Total of all expenses incurred	2013-12-31	$415,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$415,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$821,405
Value of total assets at end of year	2013-12-31	$2,463,739
Value of total assets at beginning of year	2013-12-31	$1,832,682
Total interest from all sources	2013-12-31	$3,115
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	$200,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$199,698
Participant contributions at end of year	2013-12-31	$86,393
Participant contributions at beginning of year	2013-12-31	$87,946
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$5,608
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$192,692
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$839
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$58,499
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$5,849
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	$578,407
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,405,240
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,826,833
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	$1,687,605
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$1,247,114
Interest on participant loans	2013-12-31	$3,115
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$567,477
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$457,754
Net investment gain/loss from pooled separate accounts	2013-12-31	$169,802
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	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$429,015
Employer contributions (assets) at end of year	2013-12-31	$122,264
Employer contributions (assets) at beginning of year	2013-12-31	$33,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$415,915
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	GLENN BURDETTE, CPAS
Accountancy firm EIN	2013-12-31	952772601
2012 : PASO ROBLES TANK, INC. DBA CCS & WCIC 401K PROFIT SHARING PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$5,849
Total income from all sources (including contributions)	2012-12-31	$765,707
Total of all expenses incurred	2012-12-31	$400,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$400,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$649,426
Value of total assets at end of year	2012-12-31	$1,832,682
Value of total assets at beginning of year	2012-12-31	$1,461,744
Total interest from all sources	2012-12-31	$4,216
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	$90,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$157,823
Participant contributions at end of year	2012-12-31	$87,946
Participant contributions at beginning of year	2012-12-31	$105,627
Participant contributions at end of year	2012-12-31	$5,608
Participant contributions at beginning of year	2012-12-31	$5,665
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$839
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$5,849
Other income not declared elsewhere	2012-12-31	$78
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	$365,089
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,826,833
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,461,744
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 pooled separate accounts at end of year	2012-12-31	$1,247,114
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$1,058,641
Interest on participant loans	2012-12-31	$3,377
Interest earned on other investments	2012-12-31	$839
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$457,754
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$262,046
Net investment gain/loss from pooled separate accounts	2012-12-31	$111,987
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
Contributions received in cash from employer	2012-12-31	$491,603
Employer contributions (assets) at end of year	2012-12-31	$33,421
Employer contributions (assets) at beginning of year	2012-12-31	$29,765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$400,618
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	GLENN BURDETTE, CPAS
Accountancy firm EIN	2012-12-31	952772601

Form 5500 Responses for PASO ROBLES TANK, INC. DBA CCS & WCIC 401K PROFIT SHARING PLAN

2013: PASO ROBLES TANK, INC. DBA CCS & WCIC 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PASO ROBLES TANK, INC. DBA CCS & WCIC 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
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
2012-01-01	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

341370

Policy instance

Insurance contract or identification number	341370
Number of Individuals Covered	197
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $8,408
Total amount of fees paid to insurance company	USD $0
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 $908
Insurance broker organization code?	5
Insurance broker name	MORGAN STANLEY INSURANCE SERVICES

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

Policy contract number

341370

Policy instance

Insurance contract or identification number	341370
Number of Individuals Covered	182
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $7,032
Total amount of fees paid to insurance company	USD $748
Amount paid for insurance broker fees	748
Additional information about fees paid to insurance broker	TPA
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $3,516
Insurance broker name	MORGAN STANLEY INSURANCE SERVICES

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Company Name:	PASO ROBLES TANK, INC. DBA CCS & WCIC
Employer identification number (EIN):	770541423
NAIC Classification:	332400