401k Plan data: SOUTHWEST DESIGN AND SUPPLY COMPANY RETIREMENT PLAN plan

SOUTHWEST DESIGN AND SUPPLY COMPANY RETIREMENT PLAN 401k Plan overview

Plan Name	SOUTHWEST DESIGN AND SUPPLY COMPANY RETIREMENT PLAN
Plan identification number	002

SOUTHWEST DESIGN AND SUPPLY COMPANY RETIREMENT 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SOUTHWEST DESIGN AND SUPPLY COMPANY has sponsored the creation of one or more 401k plans.

Company Name: SOUTHWEST DESIGN AND SUPPLY COMPANY

Employer identification number (EIN): 860357301

NAIC Classification: 541400

Additional information about SOUTHWEST DESIGN AND SUPPLY COMPANY

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C1662951

More information about SOUTHWEST DESIGN AND SUPPLY COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHWEST DESIGN AND SUPPLY COMPANY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-12-01 DOUGLAS MASON 2014-03-26
002 2012-12-01 DOUGLAS MASON 2013-12-17
002 2011-12-01 DOUGLAS MASON 2013-04-23
002 2010-12-01 DOUGLAS MASON 2012-01-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2013-12-01	DOUGLAS MASON	2014-03-26
002	2012-12-01	DOUGLAS MASON	2013-12-17
002	2011-12-01	DOUGLAS MASON	2013-04-23
002	2010-12-01	DOUGLAS MASON	2012-01-10

Financial Data on SOUTHWEST DESIGN AND SUPPLY COMPANY RETIREMENT PLAN

Measure	Date	Value
2009 : SOUTHWEST DESIGN AND SUPPLY COMPANY RETIREMENT PLAN 2009 401k financial data
Total income from all sources	2009-11-30	$51,070
Expenses. Total of all expenses incurred	2009-11-30	$743
Total plan assets at end of year	2009-11-30	$272,203
Total plan assets at beginning of year	2009-11-30	$221,876
Value of fidelity bond covering the plan	2009-11-30	$95,000
Total contributions received or receivable from participants	2009-11-30	$5,590
Expenses. Other expenses not covered elsewhere	2009-11-30	$743
Other income received	2009-11-30	$42,419
Net income (gross income less expenses)	2009-11-30	$50,327
Net plan assets at end of year (total assets less liabilities)	2009-11-30	$272,203
Net plan assets at beginning of year (total assets less liabilities)	2009-11-30	$221,876
Assets. Value of participant loans	2009-11-30	$7,579
Total contributions received or receivable from employer(s)	2009-11-30	$3,061

Insurance Providers Used on plan

UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )

Policy contract number

E70 8711

Policy instance

Insurance contract or identification number	E70 8711
Number of Individuals Covered	12
Insurance policy start date	2008-12-01
Insurance policy end date	2009-11-30
Total amount of commissions paid to insurance broker	USD $730
Total amount of fees paid to insurance company	USD $150
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $730
Insurance broker organization code?	3
Amount paid for insurance broker fees	150
Additional information about fees paid to insurance broker	AGENCY OVERRIDE
Insurance broker name	OLYMPUS FINFNCIAL

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Company Name:	SOUTHWEST DESIGN AND SUPPLY COMPANY
Employer identification number (EIN):	860357301
NAIC Classification:	541400

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C1662951