401k Plan data: SUNDQUIST HOMES LLC 401(K) PROFIT SHARING PLAN plan

SUNDQUIST HOMES LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	SUNDQUIST HOMES LLC 401(K) PROFIT SHARING PLAN
Plan identification number	001

SUNDQUIST HOMES LLC 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

SUNDQUIST HOMES LLC has sponsored the creation of one or more 401k plans.

Company Name: SUNDQUIST HOMES LLC

Employer identification number (EIN): 912173936

NAIC Classification: 236110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUNDQUIST HOMES LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-02-01 WES TANIGAWA
001 2012-02-01 LARRY SUNDQUIST
001 2011-02-01 LARRY SUNDQUIST
001 2010-02-01 LARRY SUNDQUIST
001 2009-02-01 LARRY SUNDQUIST

Plan id#	Filing Submission Date	Name of Administrator
001	2013-02-01	WES TANIGAWA
001	2012-02-01	LARRY SUNDQUIST
001	2011-02-01	LARRY SUNDQUIST
001	2010-02-01	LARRY SUNDQUIST
001	2009-02-01	LARRY SUNDQUIST

Plan Statistics for SUNDQUIST HOMES LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SUNDQUIST HOMES LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2013: SUNDQUIST HOMES LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-02-01 34
Total number of active participants reported on line 7a of the Form 5500 2013-02-01 20
Number of retired or separated participants receiving benefits 2013-02-01 0
Number of other retired or separated participants entitled to future benefits 2013-02-01 11
Total of all active and inactive participants 2013-02-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-02-01 0
Total participants 2013-02-01 31
Number of participants with account balances 2013-02-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-02-01 1
2012: SUNDQUIST HOMES LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-02-01 36
Total number of active participants reported on line 7a of the Form 5500 2012-02-01 20
Number of retired or separated participants receiving benefits 2012-02-01 0
Number of other retired or separated participants entitled to future benefits 2012-02-01 14
Total of all active and inactive participants 2012-02-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-02-01 0
Total participants 2012-02-01 34
Number of participants with account balances 2012-02-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-02-01 4
2011: SUNDQUIST HOMES LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-02-01 39
Total number of active participants reported on line 7a of the Form 5500 2011-02-01 22
Number of retired or separated participants receiving benefits 2011-02-01 1
Number of other retired or separated participants entitled to future benefits 2011-02-01 13
Total of all active and inactive participants 2011-02-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-02-01 0
Total participants 2011-02-01 36
Number of participants with account balances 2011-02-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-02-01 1
2010: SUNDQUIST HOMES LLC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-02-01 37
Total number of active participants reported on line 7a of the Form 5500 2010-02-01 23
Number of retired or separated participants receiving benefits 2010-02-01 0
Number of other retired or separated participants entitled to future benefits 2010-02-01 16
Total of all active and inactive participants 2010-02-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-02-01 0
Total participants 2010-02-01 39
Number of participants with account balances 2010-02-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-02-01 0
2009: SUNDQUIST HOMES LLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-02-01 43
Total number of active participants reported on line 7a of the Form 5500 2009-02-01 21
Number of retired or separated participants receiving benefits 2009-02-01 0
Number of other retired or separated participants entitled to future benefits 2009-02-01 16
Total of all active and inactive participants 2009-02-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-02-01 0
Total participants 2009-02-01 37
Number of participants with account balances 2009-02-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-02-01 3

Measure	Date	Value
2013: SUNDQUIST HOMES LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-02-01	34
Total number of active participants reported on line 7a of the Form 5500	2013-02-01	20
Number of retired or separated participants receiving benefits	2013-02-01	0
Number of other retired or separated participants entitled to future benefits	2013-02-01	11
Total of all active and inactive participants	2013-02-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-02-01	0
Total participants	2013-02-01	31
Number of participants with account balances	2013-02-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-02-01	1
2012: SUNDQUIST HOMES LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-02-01	36
Total number of active participants reported on line 7a of the Form 5500	2012-02-01	20
Number of retired or separated participants receiving benefits	2012-02-01	0
Number of other retired or separated participants entitled to future benefits	2012-02-01	14
Total of all active and inactive participants	2012-02-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-02-01	0
Total participants	2012-02-01	34
Number of participants with account balances	2012-02-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-02-01	4
2011: SUNDQUIST HOMES LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-02-01	39
Total number of active participants reported on line 7a of the Form 5500	2011-02-01	22
Number of retired or separated participants receiving benefits	2011-02-01	1
Number of other retired or separated participants entitled to future benefits	2011-02-01	13
Total of all active and inactive participants	2011-02-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-02-01	0
Total participants	2011-02-01	36
Number of participants with account balances	2011-02-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-02-01	1
2010: SUNDQUIST HOMES LLC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-02-01	37
Total number of active participants reported on line 7a of the Form 5500	2010-02-01	23
Number of retired or separated participants receiving benefits	2010-02-01	0
Number of other retired or separated participants entitled to future benefits	2010-02-01	16
Total of all active and inactive participants	2010-02-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-02-01	0
Total participants	2010-02-01	39
Number of participants with account balances	2010-02-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-02-01	0
2009: SUNDQUIST HOMES LLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-02-01	43
Total number of active participants reported on line 7a of the Form 5500	2009-02-01	21
Number of retired or separated participants receiving benefits	2009-02-01	0
Number of other retired or separated participants entitled to future benefits	2009-02-01	16
Total of all active and inactive participants	2009-02-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-02-01	0
Total participants	2009-02-01	37
Number of participants with account balances	2009-02-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-02-01	3

Financial Data on SUNDQUIST HOMES LLC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2013 : SUNDQUIST HOMES LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$290,141
Expenses. Total of all expenses incurred	2013-12-31	$84,924
Benefits paid (including direct rollovers)	2013-12-31	$79,934
Total plan assets at end of year	2013-12-31	$2,176,571
Total plan assets at beginning of year	2013-12-31	$1,971,354
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$87,349
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$194,154
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$205,217
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,176,571
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,971,354
Assets. Value of participant loans	2013-12-31	$18,775
Total contributions received or receivable from employer(s)	2013-12-31	$8,638
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$4,990
Total income from all sources	2013-01-31	$251,888
Expenses. Total of all expenses incurred	2013-01-31	$93,159
Benefits paid (including direct rollovers)	2013-01-31	$88,962
Total plan assets at end of year	2013-01-31	$1,971,354
Total plan assets at beginning of year	2013-01-31	$1,812,625
Value of fidelity bond covering the plan	2013-01-31	$200,000
Total contributions received or receivable from participants	2013-01-31	$70,222
Other income received	2013-01-31	$174,707
Net income (gross income less expenses)	2013-01-31	$158,729
Net plan assets at end of year (total assets less liabilities)	2013-01-31	$1,971,354
Net plan assets at beginning of year (total assets less liabilities)	2013-01-31	$1,812,625
Assets. Value of participant loans	2013-01-31	$14,982
Total contributions received or receivable from employer(s)	2013-01-31	$6,959
Expenses. Administrative service providers (salaries,fees and commissions)	2013-01-31	$4,197
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-01-31	$0
2012 : SUNDQUIST HOMES LLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-01-31	$95,338
Expenses. Total of all expenses incurred	2012-01-31	$40,275
Benefits paid (including direct rollovers)	2012-01-31	$38,687
Total plan assets at end of year	2012-01-31	$1,812,625
Total plan assets at beginning of year	2012-01-31	$1,757,562
Value of fidelity bond covering the plan	2012-01-31	$200,000
Total contributions received or receivable from participants	2012-01-31	$70,050
Other income received	2012-01-31	$22,848
Net income (gross income less expenses)	2012-01-31	$55,063
Net plan assets at end of year (total assets less liabilities)	2012-01-31	$1,812,625
Net plan assets at beginning of year (total assets less liabilities)	2012-01-31	$1,757,562
Assets. Value of participant loans	2012-01-31	$15,650
Total contributions received or receivable from employer(s)	2012-01-31	$2,440
Expenses. Administrative service providers (salaries,fees and commissions)	2012-01-31	$1,588
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-01-31	$0
2011 : SUNDQUIST HOMES LLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-01-31	$295,537
Expenses. Total of all expenses incurred	2011-01-31	$81,655
Benefits paid (including direct rollovers)	2011-01-31	$80,861
Total plan assets at end of year	2011-01-31	$1,757,562
Total plan assets at beginning of year	2011-01-31	$1,543,680
Value of fidelity bond covering the plan	2011-01-31	$200,000
Total contributions received or receivable from participants	2011-01-31	$68,069
Other income received	2011-01-31	$224,819
Net income (gross income less expenses)	2011-01-31	$213,882
Net plan assets at end of year (total assets less liabilities)	2011-01-31	$1,757,562
Net plan assets at beginning of year (total assets less liabilities)	2011-01-31	$1,543,680
Total contributions received or receivable from employer(s)	2011-01-31	$2,649
Expenses. Administrative service providers (salaries,fees and commissions)	2011-01-31	$794
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-01-31	$0
2010 : SUNDQUIST HOMES LLC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-01-31	$0

Form 5500 Responses for SUNDQUIST HOMES LLC 401(K) PROFIT SHARING PLAN

2013: SUNDQUIST HOMES LLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-02-01	Type of plan entity	Single employer plan
2013-02-01	Submission has been amended	No
2013-02-01	This submission is the final filing	No
2013-02-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-02-01	Plan is a collectively bargained plan	No
2013-02-01	Plan funding arrangement – Trust	Yes
2013-02-01	Plan benefit arrangement - Trust	Yes
2012: SUNDQUIST HOMES LLC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-02-01	Type of plan entity	Single employer plan
2012-02-01	Submission has been amended	No
2012-02-01	This submission is the final filing	No
2012-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-02-01	Plan funding arrangement – Trust	Yes
2012-02-01	Plan benefit arrangement - Trust	Yes
2011: SUNDQUIST HOMES LLC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-02-01	Type of plan entity	Single employer plan
2011-02-01	Submission has been amended	No
2011-02-01	This submission is the final filing	No
2011-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-02-01	Plan funding arrangement – Trust	Yes
2011-02-01	Plan benefit arrangement - Trust	Yes
2010: SUNDQUIST HOMES LLC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-02-01	Type of plan entity	Single employer plan
2010-02-01	Submission has been amended	No
2010-02-01	This submission is the final filing	No
2010-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-02-01	Plan funding arrangement – Trust	Yes
2010-02-01	Plan benefit arrangement - Trust	Yes
2009: SUNDQUIST HOMES LLC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-02-01	Type of plan entity	Single employer plan
2009-02-01	Submission has been amended	No
2009-02-01	This submission is the final filing	No
2009-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-02-01	Plan funding arrangement – Trust	Yes
2009-02-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

SUNDQUIST HOMES FAMILY OF COMPANIES 401(K) PROFIT SHARING PLAN [EIN = 611562186]

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Company Name:	SUNDQUIST HOMES LLC
Employer identification number (EIN):	912173936
NAIC Classification:	236110