401k Plan data: C. L. MCMICHAEL CO., INC. STOCK OWNERSHIP PLAN plan

C. L. MCMICHAEL CO., INC. STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	C. L. MCMICHAEL CO., INC. STOCK OWNERSHIP PLAN
Plan identification number	003

C. L. MCMICHAEL CO., INC. STOCK OWNERSHIP PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).

401k Sponsoring company profile

C. L. MCMICHAEL CO., INC. has sponsored the creation of one or more 401k plans.

Company Name: C. L. MCMICHAEL CO., INC.

Employer identification number (EIN): 430814551

NAIC Classification: 423700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan C. L. MCMICHAEL CO., INC. STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2014-05-01 BRUCE E. VOGEL BRUCE E. VOGEL 2016-01-15
003 2013-05-01 BRUCE E. VOGEL BRUCE E. VOGEL 2015-01-09
003 2012-05-01 BRUCE E. VOGEL BRUCE E. VOGEL 2014-07-01
003 2011-05-01 BRUCE E. VOGEL BRUCE E. VOGEL 2013-02-07
003 2009-05-01 BRUCE E. VOGEL BRUCE E. VOGEL 2010-10-28

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2014-05-01	BRUCE E. VOGEL	BRUCE E. VOGEL	2016-01-15
003	2013-05-01	BRUCE E. VOGEL	BRUCE E. VOGEL	2015-01-09
003	2012-05-01	BRUCE E. VOGEL	BRUCE E. VOGEL	2014-07-01
003	2011-05-01	BRUCE E. VOGEL	BRUCE E. VOGEL	2013-02-07
003	2009-05-01	BRUCE E. VOGEL	BRUCE E. VOGEL	2010-10-28

Plan Statistics for C. L. MCMICHAEL CO., INC. STOCK OWNERSHIP PLAN

401k plan membership statisitcs for C. L. MCMICHAEL CO., INC. STOCK OWNERSHIP PLAN

Measure Date Value
2014: C. L. MCMICHAEL CO., INC. STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year 2014-05-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-05-01 1
Number of retired or separated participants receiving benefits 2014-05-01 0
Number of other retired or separated participants entitled to future benefits 2014-05-01 3
Total of all active and inactive participants 2014-05-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-05-01 1
Total participants 2014-05-01 5
Number of participants with account balances 2014-05-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-05-01 0
2013: C. L. MCMICHAEL CO., INC. STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year 2013-05-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-05-01 1
Number of retired or separated participants receiving benefits 2013-05-01 0
Number of other retired or separated participants entitled to future benefits 2013-05-01 3
Total of all active and inactive participants 2013-05-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-05-01 1
Total participants 2013-05-01 5
Number of participants with account balances 2013-05-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-05-01 0
2012: C. L. MCMICHAEL CO., INC. STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year 2012-05-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-05-01 1
Number of retired or separated participants receiving benefits 2012-05-01 0
Number of other retired or separated participants entitled to future benefits 2012-05-01 3
Total of all active and inactive participants 2012-05-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-05-01 1
Total participants 2012-05-01 5
Number of participants with account balances 2012-05-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-05-01 0
2011: C. L. MCMICHAEL CO., INC. STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year 2011-05-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-05-01 3
Number of retired or separated participants receiving benefits 2011-05-01 0
Number of other retired or separated participants entitled to future benefits 2011-05-01 1
Total of all active and inactive participants 2011-05-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-05-01 1
Total participants 2011-05-01 5
Number of participants with account balances 2011-05-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-05-01 0
2009: C. L. MCMICHAEL CO., INC. STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year 2009-05-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-05-01 3
Number of retired or separated participants receiving benefits 2009-05-01 0
Number of other retired or separated participants entitled to future benefits 2009-05-01 1
Total of all active and inactive participants 2009-05-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-05-01 1
Total participants 2009-05-01 5
Number of participants with account balances 2009-05-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-05-01 0

Measure	Date	Value
2014: C. L. MCMICHAEL CO., INC. STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year	2014-05-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-05-01	1
Number of retired or separated participants receiving benefits	2014-05-01	0
Number of other retired or separated participants entitled to future benefits	2014-05-01	3
Total of all active and inactive participants	2014-05-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-05-01	1
Total participants	2014-05-01	5
Number of participants with account balances	2014-05-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-05-01	0
2013: C. L. MCMICHAEL CO., INC. STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year	2013-05-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-05-01	1
Number of retired or separated participants receiving benefits	2013-05-01	0
Number of other retired or separated participants entitled to future benefits	2013-05-01	3
Total of all active and inactive participants	2013-05-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-05-01	1
Total participants	2013-05-01	5
Number of participants with account balances	2013-05-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-05-01	0
2012: C. L. MCMICHAEL CO., INC. STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year	2012-05-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-05-01	1
Number of retired or separated participants receiving benefits	2012-05-01	0
Number of other retired or separated participants entitled to future benefits	2012-05-01	3
Total of all active and inactive participants	2012-05-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-05-01	1
Total participants	2012-05-01	5
Number of participants with account balances	2012-05-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-05-01	0
2011: C. L. MCMICHAEL CO., INC. STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year	2011-05-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-05-01	3
Number of retired or separated participants receiving benefits	2011-05-01	0
Number of other retired or separated participants entitled to future benefits	2011-05-01	1
Total of all active and inactive participants	2011-05-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-05-01	1
Total participants	2011-05-01	5
Number of participants with account balances	2011-05-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-05-01	0
2009: C. L. MCMICHAEL CO., INC. STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year	2009-05-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-05-01	3
Number of retired or separated participants receiving benefits	2009-05-01	0
Number of other retired or separated participants entitled to future benefits	2009-05-01	1
Total of all active and inactive participants	2009-05-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-05-01	1
Total participants	2009-05-01	5
Number of participants with account balances	2009-05-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-05-01	0

Financial Data on C. L. MCMICHAEL CO., INC. STOCK OWNERSHIP PLAN

Measure	Date	Value
2015 : C. L. MCMICHAEL CO., INC. STOCK OWNERSHIP PLAN 2015 401k financial data
Total income from all sources	2015-04-30	$8,520
Expenses. Total of all expenses incurred	2015-04-30	$0
Total plan assets at end of year	2015-04-30	$48,711
Total plan assets at beginning of year	2015-04-30	$40,191
Value of fidelity bond covering the plan	2015-04-30	$200,000
Other income received	2015-04-30	$8,520
Net income (gross income less expenses)	2015-04-30	$8,520
Net plan assets at end of year (total assets less liabilities)	2015-04-30	$48,711
Net plan assets at beginning of year (total assets less liabilities)	2015-04-30	$40,191
Assets. Value of employer securities	2015-04-30	$48,280
2014 : C. L. MCMICHAEL CO., INC. STOCK OWNERSHIP PLAN 2014 401k financial data
Total income from all sources	2014-04-30	$-27,780
Expenses. Total of all expenses incurred	2014-04-30	$0
Total plan assets at end of year	2014-04-30	$40,191
Total plan assets at beginning of year	2014-04-30	$67,971
Value of fidelity bond covering the plan	2014-04-30	$200,000
Other income received	2014-04-30	$-27,780
Net income (gross income less expenses)	2014-04-30	$-27,780
Net plan assets at end of year (total assets less liabilities)	2014-04-30	$40,191
Net plan assets at beginning of year (total assets less liabilities)	2014-04-30	$67,971
Assets. Value of employer securities	2014-04-30	$39,760
2013 : C. L. MCMICHAEL CO., INC. STOCK OWNERSHIP PLAN 2013 401k financial data
Total income from all sources	2013-04-30	$-2,500
Expenses. Total of all expenses incurred	2013-04-30	$1,600
Total plan assets at end of year	2013-04-30	$67,480
Total plan assets at beginning of year	2013-04-30	$71,580
Value of fidelity bond covering the plan	2013-04-30	$200,000
Expenses. Other expenses not covered elsewhere	2013-04-30	$1,600
Other income received	2013-04-30	$-2,500
Net income (gross income less expenses)	2013-04-30	$-4,100
Net plan assets at end of year (total assets less liabilities)	2013-04-30	$67,480
Net plan assets at beginning of year (total assets less liabilities)	2013-04-30	$71,580
Assets. Value of employer securities	2013-04-30	$65,000
2012 : C. L. MCMICHAEL CO., INC. STOCK OWNERSHIP PLAN 2012 401k financial data
Total income from all sources	2012-04-30	$-33,654
Expenses. Total of all expenses incurred	2012-04-30	$3,400
Total plan assets at end of year	2012-04-30	$71,580
Total plan assets at beginning of year	2012-04-30	$108,634
Value of fidelity bond covering the plan	2012-04-30	$200,000
Expenses. Other expenses not covered elsewhere	2012-04-30	$3,400
Other income received	2012-04-30	$-33,654
Net income (gross income less expenses)	2012-04-30	$-37,054
Net plan assets at end of year (total assets less liabilities)	2012-04-30	$71,580
Net plan assets at beginning of year (total assets less liabilities)	2012-04-30	$108,634
Assets. Value of employer securities	2012-04-30	$69,154
2011 : C. L. MCMICHAEL CO., INC. STOCK OWNERSHIP PLAN 2011 401k financial data
Total income from all sources	2011-04-30	$16,757
Expenses. Total of all expenses incurred	2011-04-30	$3,395
Total plan assets at end of year	2011-04-30	$108,634
Total plan assets at beginning of year	2011-04-30	$95,272
Value of fidelity bond covering the plan	2011-04-30	$200,000
Expenses. Other expenses not covered elsewhere	2011-04-30	$3,395
Other income received	2011-04-30	$16,757
Net income (gross income less expenses)	2011-04-30	$13,362
Net plan assets at end of year (total assets less liabilities)	2011-04-30	$108,634
Net plan assets at beginning of year (total assets less liabilities)	2011-04-30	$95,272
Assets. Value of employer securities	2011-04-30	$102,808

Form 5500 Responses for C. L. MCMICHAEL CO., INC. STOCK OWNERSHIP PLAN

2014: C. L. MCMICHAEL CO., INC. STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-05-01	Type of plan entity	Single employer plan
2014-05-01	Submission has been amended	No
2014-05-01	This submission is the final filing	No
2014-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-05-01	Plan is a collectively bargained plan	No
2014-05-01	Plan funding arrangement – Trust	Yes
2014-05-01	Plan benefit arrangement - Trust	Yes
2013: C. L. MCMICHAEL CO., INC. STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-05-01	Type of plan entity	Single employer plan
2013-05-01	Submission has been amended	No
2013-05-01	This submission is the final filing	No
2013-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-05-01	Plan is a collectively bargained plan	No
2013-05-01	Plan funding arrangement – Trust	Yes
2013-05-01	Plan benefit arrangement - Trust	Yes
2012: C. L. MCMICHAEL CO., INC. STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-05-01	Type of plan entity	Single employer plan
2012-05-01	Submission has been amended	Yes
2012-05-01	This submission is the final filing	No
2012-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-05-01	Plan is a collectively bargained plan	No
2012-05-01	Plan funding arrangement – Trust	Yes
2012-05-01	Plan benefit arrangement - Trust	Yes
2011: C. L. MCMICHAEL CO., INC. STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-05-01	Type of plan entity	Single employer plan
2011-05-01	Submission has been amended	No
2011-05-01	This submission is the final filing	No
2011-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-05-01	Plan is a collectively bargained plan	No
2011-05-01	Plan funding arrangement – Trust	Yes
2011-05-01	Plan benefit arrangement - Trust	Yes
2009: C. L. MCMICHAEL CO., INC. STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-05-01	Type of plan entity	Single employer plan
2009-05-01	Submission has been amended	No
2009-05-01	This submission is the final filing	No
2009-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-05-01	Plan is a collectively bargained plan	No
2009-05-01	Plan funding arrangement – Trust	Yes
2009-05-01	Plan benefit arrangement - Trust	Yes

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Company Name:	C. L. MCMICHAEL CO., INC.
Employer identification number (EIN):	430814551
NAIC Classification:	423700