401k Plan data: SHANNON & RITCHIE, INC. 401(K) AND PROFIT SHARING PLAN plan

SHANNON & RITCHIE, INC. 401(K) AND PROFIT SHARING PLAN 401k Plan overview

Plan Name	SHANNON & RITCHIE, INC. 401(K) AND PROFIT SHARING PLAN
Plan identification number	333

SHANNON & RITCHIE, INC. 401(K) AND 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SHANNON & RITCHIE, INC. has sponsored the creation of one or more 401k plans.

Company Name: SHANNON & RITCHIE, INC.

Employer identification number (EIN): 942376348

NAIC Classification: 811110
NAIC Description: Automotive Mechanical and Electrical Repair and Maintenance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHANNON & RITCHIE, INC. 401(K) AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
333 2011-01-01 GARY A. ARTIS
333 2009-01-01 GARY ARTIS 2010-06-17
333 2009-01-01 GARY ARTIS GARY ARTIS 2010-06-17

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
333	2011-01-01	GARY A. ARTIS
333	2009-01-01		GARY ARTIS	2010-06-17
333	2009-01-01	GARY ARTIS	GARY ARTIS	2010-06-17

Plan Statistics for SHANNON & RITCHIE, INC. 401(K) AND PROFIT SHARING PLAN

401k plan membership statisitcs for SHANNON & RITCHIE, INC. 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2011: SHANNON & RITCHIE, INC. 401(K) AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 82
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 66
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 10
Total of all active and inactive participants 2011-01-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 77
Number of participants with account balances 2011-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: SHANNON & RITCHIE, INC. 401(K) AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 68
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 16
Total of all active and inactive participants 2009-01-01 84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 84
Number of participants with account balances 2009-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: SHANNON & RITCHIE, INC. 401(K) AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	82
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	66
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	10
Total of all active and inactive participants	2011-01-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	77
Number of participants with account balances	2011-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: SHANNON & RITCHIE, INC. 401(K) AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	68
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	16
Total of all active and inactive participants	2009-01-01	84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	84
Number of participants with account balances	2009-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SHANNON & RITCHIE, INC. 401(K) AND PROFIT SHARING PLAN

Measure	Date	Value
2011 : SHANNON & RITCHIE, INC. 401(K) AND PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$452,115
Expenses. Total of all expenses incurred	2011-12-31	$869,120
Benefits paid (including direct rollovers)	2011-12-31	$853,321
Total plan assets at end of year	2011-12-31	$4,267,546
Total plan assets at beginning of year	2011-12-31	$4,684,551
Value of fidelity bond covering the plan	2011-12-31	$330,000
Total contributions received or receivable from participants	2011-12-31	$220,381
Other income received	2011-12-31	$96,998
Net income (gross income less expenses)	2011-12-31	$-417,005
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,267,546
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,684,551
Total contributions received or receivable from employer(s)	2011-12-31	$134,736
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$15,799
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SHANNON & RITCHIE, INC. 401(K) AND PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$853,101
Expenses. Total of all expenses incurred	2010-12-31	$397,482
Benefits paid (including direct rollovers)	2010-12-31	$392,639
Total plan assets at end of year	2010-12-31	$4,684,551
Total plan assets at beginning of year	2010-12-31	$4,228,932
Value of fidelity bond covering the plan	2010-12-31	$330,000
Total contributions received or receivable from participants	2010-12-31	$221,996
Expenses. Other expenses not covered elsewhere	2010-12-31	$4,843
Other income received	2010-12-31	$491,583
Net income (gross income less expenses)	2010-12-31	$455,619
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,684,551
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,228,932
Total contributions received or receivable from employer(s)	2010-12-31	$139,522

Form 5500 Responses for SHANNON & RITCHIE, INC. 401(K) AND PROFIT SHARING PLAN

2011: SHANNON & RITCHIE, INC. 401(K) AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple 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
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SHANNON & RITCHIE, INC. 401(K) AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple 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 - Trust	Yes

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Company Name:	SHANNON & RITCHIE, INC.
Employer identification number (EIN):	942376348
NAIC Classification:	811110
NAIC Description:	Automotive Mechanical and Electrical Repair and Maintenance