401k Plan data: NORTH SHORE TRUST AND SAVINGS PROFIT SHARING PLAN plan

NORTH SHORE TRUST AND SAVINGS PROFIT SHARING PLAN 401k Plan overview

Plan Name	NORTH SHORE TRUST AND SAVINGS PROFIT SHARING PLAN
Plan identification number	002

NORTH SHORE TRUST AND SAVINGS PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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

NORTH SHORE TRUST AND SAVINGS has sponsored the creation of one or more 401k plans.

Company Name: NORTH SHORE TRUST AND SAVINGS

Employer identification number (EIN): 361558290

NAIC Classification: 522120
NAIC Description: Savings Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH SHORE TRUST AND SAVINGS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-01-01 STEPHEN G. LEAR STEPHEN G. LEAR 2017-02-10
002 2015-01-01 STEPHEN G. LEAR STEPHEN G. LEAR 2016-03-18
002 2014-01-01 STEPHEN G. LEAR STEPHEN G. LEAR 2015-03-26
002 2013-01-01 STEPHEN LEAR STEPHEN LEAR 2014-02-25
002 2012-01-01 STEPHEN LEAR
002 2011-01-01 STEPHEN LEAR
002 2010-01-01 STEPHEN LEAR 2011-04-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2016-01-01	STEPHEN G. LEAR		STEPHEN G. LEAR	2017-02-10
002	2015-01-01	STEPHEN G. LEAR		STEPHEN G. LEAR	2016-03-18
002	2014-01-01	STEPHEN G. LEAR		STEPHEN G. LEAR	2015-03-26
002	2013-01-01	STEPHEN LEAR		STEPHEN LEAR	2014-02-25
002	2012-01-01	STEPHEN LEAR
002	2011-01-01	STEPHEN LEAR
002	2010-01-01	STEPHEN LEAR	2011-04-26

Plan Statistics for NORTH SHORE TRUST AND SAVINGS PROFIT SHARING PLAN

401k plan membership statisitcs for NORTH SHORE TRUST AND SAVINGS PROFIT SHARING PLAN

Measure Date Value
2016: NORTH SHORE TRUST AND SAVINGS PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: NORTH SHORE TRUST AND SAVINGS PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 39
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 39
Number of participants with account balances 2015-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: NORTH SHORE TRUST AND SAVINGS PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 38
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 40
Number of participants with account balances 2014-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: NORTH SHORE TRUST AND SAVINGS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 37
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 39
Number of participants with account balances 2013-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: NORTH SHORE TRUST AND SAVINGS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 43
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 43
Number of participants with account balances 2012-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: NORTH SHORE TRUST AND SAVINGS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 39
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 0
Total of all active and inactive participants 2011-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 39
Number of participants with account balances 2011-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2016: NORTH SHORE TRUST AND SAVINGS PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: NORTH SHORE TRUST AND SAVINGS PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	39
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	39
Number of participants with account balances	2015-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: NORTH SHORE TRUST AND SAVINGS PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	38
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	40
Number of participants with account balances	2014-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: NORTH SHORE TRUST AND SAVINGS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	37
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	39
Number of participants with account balances	2013-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: NORTH SHORE TRUST AND SAVINGS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	43
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	43
Number of participants with account balances	2012-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: NORTH SHORE TRUST AND SAVINGS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	39
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	0
Total of all active and inactive participants	2011-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	39
Number of participants with account balances	2011-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on NORTH SHORE TRUST AND SAVINGS PROFIT SHARING PLAN

Measure	Date	Value
2016 : NORTH SHORE TRUST AND SAVINGS PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-05-02	$-2,713,095
Total plan liabilities at end of year	2016-05-02	$0
Total plan liabilities at beginning of year	2016-05-02	$0
Total income from all sources	2016-05-02	$9,112
Expenses. Total of all expenses incurred	2016-05-02	$433,216
Benefits paid (including direct rollovers)	2016-05-02	$433,216
Total plan assets at end of year	2016-05-02	$0
Total plan assets at beginning of year	2016-05-02	$3,137,199
Value of fidelity bond covering the plan	2016-05-02	$3,500,000
Total contributions received or receivable from participants	2016-05-02	$0
Expenses. Other expenses not covered elsewhere	2016-05-02	$0
Contributions received from other sources (not participants or employers)	2016-05-02	$0
Other income received	2016-05-02	$9,112
Noncash contributions received	2016-05-02	$0
Net income (gross income less expenses)	2016-05-02	$-424,104
Net plan assets at end of year (total assets less liabilities)	2016-05-02	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-05-02	$3,137,199
Total contributions received or receivable from employer(s)	2016-05-02	$0
Value of certain deemed distributions of participant loans	2016-05-02	$0
Value of corrective distributions	2016-05-02	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-05-02	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-05-02	$0
2015 : NORTH SHORE TRUST AND SAVINGS PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$75,209
Expenses. Total of all expenses incurred	2015-12-31	$339,200
Benefits paid (including direct rollovers)	2015-12-31	$339,200
Total plan assets at end of year	2015-12-31	$3,137,199
Total plan assets at beginning of year	2015-12-31	$3,401,190
Value of fidelity bond covering the plan	2015-12-31	$3,500,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$30,620
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-263,991
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,137,199
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,401,190
Total contributions received or receivable from employer(s)	2015-12-31	$44,589
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : NORTH SHORE TRUST AND SAVINGS PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$78,190
Expenses. Total of all expenses incurred	2014-12-31	$125,956
Benefits paid (including direct rollovers)	2014-12-31	$125,956
Total plan assets at end of year	2014-12-31	$3,401,190
Total plan assets at beginning of year	2014-12-31	$3,448,956
Value of fidelity bond covering the plan	2014-12-31	$3,500,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$33,231
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-47,766
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,401,190
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,448,956
Total contributions received or receivable from employer(s)	2014-12-31	$44,959
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : NORTH SHORE TRUST AND SAVINGS PROFIT SHARING PLAN 2013 401k financial data
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	$72,307
Expenses. Total of all expenses incurred	2013-12-31	$607,719
Benefits paid (including direct rollovers)	2013-12-31	$607,719
Total plan assets at end of year	2013-12-31	$3,448,956
Total plan assets at beginning of year	2013-12-31	$3,984,368
Value of fidelity bond covering the plan	2013-12-31	$3,500,000
Total contributions received or receivable from participants	2013-12-31	$0
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	$49,757
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-535,412
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,448,956
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,984,368
Total contributions received or receivable from employer(s)	2013-12-31	$22,550
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	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : NORTH SHORE TRUST AND SAVINGS PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$145,057
Expenses. Total of all expenses incurred	2012-12-31	$18,097
Benefits paid (including direct rollovers)	2012-12-31	$18,097
Total plan assets at end of year	2012-12-31	$3,984,368
Total plan assets at beginning of year	2012-12-31	$3,857,408
Value of fidelity bond covering the plan	2012-12-31	$3,500,000
Other income received	2012-12-31	$76,786
Net income (gross income less expenses)	2012-12-31	$126,960
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,984,368
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,857,408
Total contributions received or receivable from employer(s)	2012-12-31	$68,271
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : NORTH SHORE TRUST AND SAVINGS PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$239,688
Expenses. Total of all expenses incurred	2011-12-31	$67,922
Benefits paid (including direct rollovers)	2011-12-31	$67,922
Total plan assets at end of year	2011-12-31	$3,857,408
Total plan assets at beginning of year	2011-12-31	$3,685,642
Value of fidelity bond covering the plan	2011-12-31	$3,500,000
Other income received	2011-12-31	$72,354
Net income (gross income less expenses)	2011-12-31	$171,766
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,857,408
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,685,642
Total contributions received or receivable from employer(s)	2011-12-31	$167,334
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0

Form 5500 Responses for NORTH SHORE TRUST AND SAVINGS PROFIT SHARING PLAN

2016: NORTH SHORE TRUST AND SAVINGS PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: NORTH SHORE TRUST AND SAVINGS PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: NORTH SHORE TRUST AND SAVINGS PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: NORTH SHORE TRUST AND SAVINGS PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: NORTH SHORE TRUST AND SAVINGS PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: NORTH SHORE TRUST AND SAVINGS PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	NORTH SHORE TRUST AND SAVINGS
Employer identification number (EIN):	361558290
NAIC Classification:	522120
NAIC Description:	Savings Institutions