401k Plan data: T & E TOOLBOX SALES RETIREMENT PLAN plan

T & E TOOLBOX SALES RETIREMENT PLAN 401k Plan overview

Plan Name	T & E TOOLBOX SALES RETIREMENT PLAN
Plan identification number	001

T & E TOOLBOX SALES 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

T & E TOOLBOX SALES, INC. has sponsored the creation of one or more 401k plans.

Company Name: T & E TOOLBOX SALES, INC.

Employer identification number (EIN): 273972310

NAIC Classification: 454390
NAIC Description: Other Direct Selling Establishments

Form 5500 Filing Information

Submission information for form 5500 for 401k plan T & E TOOLBOX SALES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-07-01 ESTHER LEHMAN ESTHER LEHMAN 2014-11-03
001 2013-07-01 ESTHER LEHMAN ESTHER LEHMAN 2014-11-03
001 2012-07-01 ESTHER LEHMAN ESTHER LEHMAN 2013-12-04
001 2011-07-01 ESTHER LEHMAN ESTHER LEHMAN 2012-12-15
001 2010-11-16 TODD LEHMAN

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-07-01	ESTHER LEHMAN	ESTHER LEHMAN	2014-11-03
001	2013-07-01	ESTHER LEHMAN	ESTHER LEHMAN	2014-11-03
001	2012-07-01	ESTHER LEHMAN	ESTHER LEHMAN	2013-12-04
001	2011-07-01	ESTHER LEHMAN	ESTHER LEHMAN	2012-12-15
001	2010-11-16	TODD LEHMAN

Plan Statistics for T & E TOOLBOX SALES RETIREMENT PLAN

401k plan membership statisitcs for T & E TOOLBOX SALES RETIREMENT PLAN

Measure Date Value
2014: T & E TOOLBOX SALES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 0
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 0
Number of participants with account balances 2014-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: T & E TOOLBOX SALES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 2
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 0
Total of all active and inactive participants 2013-07-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 2
Number of participants with account balances 2013-07-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: T & E TOOLBOX SALES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 2
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 0
Total of all active and inactive participants 2012-07-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 2
Number of participants with account balances 2012-07-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: T & E TOOLBOX SALES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 2
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 0
Total of all active and inactive participants 2011-07-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 2
Number of participants with account balances 2011-07-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: T & E TOOLBOX SALES RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-11-16 2
Total number of active participants reported on line 7a of the Form 5500 2010-11-16 2
Number of retired or separated participants receiving benefits 2010-11-16 0
Number of other retired or separated participants entitled to future benefits 2010-11-16 0
Total of all active and inactive participants 2010-11-16 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-11-16 0
Total participants 2010-11-16 2
Number of participants with account balances 2010-11-16 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-11-16 0

Measure	Date	Value
2014: T & E TOOLBOX SALES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	0
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	0
Number of participants with account balances	2014-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: T & E TOOLBOX SALES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	2
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	0
Total of all active and inactive participants	2013-07-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	2
Number of participants with account balances	2013-07-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: T & E TOOLBOX SALES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	2
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	0
Total of all active and inactive participants	2012-07-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	2
Number of participants with account balances	2012-07-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: T & E TOOLBOX SALES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	2
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	0
Total of all active and inactive participants	2011-07-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	2
Number of participants with account balances	2011-07-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: T & E TOOLBOX SALES RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-11-16	2
Total number of active participants reported on line 7a of the Form 5500	2010-11-16	2
Number of retired or separated participants receiving benefits	2010-11-16	0
Number of other retired or separated participants entitled to future benefits	2010-11-16	0
Total of all active and inactive participants	2010-11-16	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-11-16	0
Total participants	2010-11-16	2
Number of participants with account balances	2010-11-16	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-11-16	0

Financial Data on T & E TOOLBOX SALES RETIREMENT PLAN

Measure	Date	Value
2014 : T & E TOOLBOX SALES RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-08-13	$0
Expenses. Total of all expenses incurred	2014-08-13	$0
Total plan assets at end of year	2014-08-13	$0
Total plan assets at beginning of year	2014-08-13	$0
Net income (gross income less expenses)	2014-08-13	$0
Net plan assets at end of year (total assets less liabilities)	2014-08-13	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-08-13	$0
Total income from all sources	2014-06-30	$93
Expenses. Total of all expenses incurred	2014-06-30	$124,367
Benefits paid (including direct rollovers)	2014-06-30	$124,367
Total plan assets at end of year	2014-06-30	$0
Total plan assets at beginning of year	2014-06-30	$124,274
Other income received	2014-06-30	$93
Net income (gross income less expenses)	2014-06-30	$-124,274
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$124,274
Assets. Value of employer securities	2014-06-30	$0
2013 : T & E TOOLBOX SALES RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-06-30	$6,835
Expenses. Total of all expenses incurred	2013-06-30	$0
Total plan assets at end of year	2013-06-30	$124,274
Total plan assets at beginning of year	2013-06-30	$117,439
Other income received	2013-06-30	$6,835
Net income (gross income less expenses)	2013-06-30	$6,835
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$124,274
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$117,439
Assets. Value of employer securities	2013-06-30	$98,107
2012 : T & E TOOLBOX SALES RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-06-30	$-943
Expenses. Total of all expenses incurred	2012-06-30	$0
Total plan assets at end of year	2012-06-30	$117,439
Total plan assets at beginning of year	2012-06-30	$118,382
Other income received	2012-06-30	$-943
Net income (gross income less expenses)	2012-06-30	$-943
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$117,439
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$118,382
Assets. Value of employer securities	2012-06-30	$91,285
2011 : T & E TOOLBOX SALES RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-06-30	$118,381
Expenses. Total of all expenses incurred	2011-06-30	$0
Total plan assets at end of year	2011-06-30	$118,382
Contributions received from other sources (not participants or employers)	2011-06-30	$134,132
Other income received	2011-06-30	$-15,751
Net income (gross income less expenses)	2011-06-30	$118,381
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$118,382
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$0
Assets. Value of employer securities	2011-06-30	$92,241

Form 5500 Responses for T & E TOOLBOX SALES RETIREMENT PLAN

2014: T & E TOOLBOX SALES RETIREMENT PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	Yes
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: T & E TOOLBOX SALES RETIREMENT PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: T & E TOOLBOX SALES RETIREMENT PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: T & E TOOLBOX SALES RETIREMENT PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: T & E TOOLBOX SALES RETIREMENT PLAN 2010 form 5500 responses
2010-11-16	Type of plan entity	Single employer plan
2010-11-16	First time form 5500 has been submitted	Yes
2010-11-16	Submission has been amended	No
2010-11-16	This submission is the final filing	No
2010-11-16	This return/report is a short plan year return/report (less than 12 months)	Yes
2010-11-16	Plan is a collectively bargained plan	No
2010-11-16	Plan funding arrangement – Trust	Yes
2010-11-16	Plan benefit arrangement - Trust	Yes

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Company Name:	T & E TOOLBOX SALES, INC.
Employer identification number (EIN):	273972310
NAIC Classification:	454390
NAIC Description:	Other Direct Selling Establishments