401k Plan data: HART & COOLEY, INC. FROZEN CASH BALANCE PENSION PLAN plan

HART & COOLEY, INC. FROZEN CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	HART & COOLEY, INC. FROZEN CASH BALANCE PENSION PLAN
Plan identification number	005

HART & COOLEY, INC. FROZEN CASH BALANCE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AIR DISTRIBUTION TECHNOLOGIES, INC. has sponsored the creation of one or more 401k plans.

Company Name: AIR DISTRIBUTION TECHNOLOGIES, INC.

Employer identification number (EIN): 990382064

NAIC Classification: 339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HART & COOLEY, INC. FROZEN CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2014-01-01 SHERRY Z. WEINBERG
005 2013-01-01 LARRY RONSKO
005 2012-01-01 LARRY RONSKO

Plan id#	Filing Submission Date	Name of Administrator
005	2014-01-01	SHERRY Z. WEINBERG
005	2013-01-01	LARRY RONSKO
005	2012-01-01	LARRY RONSKO

Plan Statistics for HART & COOLEY, INC. FROZEN CASH BALANCE PENSION PLAN

401k plan membership statisitcs for HART & COOLEY, INC. FROZEN CASH BALANCE PENSION PLAN

Measure Date Value
2014: HART & COOLEY, INC. FROZEN CASH BALANCE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
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 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
2013: HART & COOLEY, INC. FROZEN CASH BALANCE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
Number of retired or separated participants receiving benefits 2013-01-01 3
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: HART & COOLEY, INC. FROZEN CASH BALANCE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 34
Number of retired or separated participants receiving benefits 2012-01-01 3
Number of other retired or separated participants entitled to future benefits 2012-01-01 16
Total of all active and inactive participants 2012-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2014: HART & COOLEY, INC. FROZEN CASH BALANCE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
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	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
2013: HART & COOLEY, INC. FROZEN CASH BALANCE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
Number of retired or separated participants receiving benefits	2013-01-01	3
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: HART & COOLEY, INC. FROZEN CASH BALANCE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	34
Number of retired or separated participants receiving benefits	2012-01-01	3
Number of other retired or separated participants entitled to future benefits	2012-01-01	16
Total of all active and inactive participants	2012-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on HART & COOLEY, INC. FROZEN CASH BALANCE PENSION PLAN

Measure	Date	Value
2014 : HART & COOLEY, INC. FROZEN CASH BALANCE PENSION PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-05-14	$0
Total plan liabilities at beginning of year	2014-05-14	$34,100
Total income from all sources	2014-05-14	$247
Expenses. Total of all expenses incurred	2014-05-14	$575,253
Benefits paid (including direct rollovers)	2014-05-14	$536,442
Total plan assets at end of year	2014-05-14	$0
Total plan assets at beginning of year	2014-05-14	$609,106
Value of fidelity bond covering the plan	2014-05-14	$184,125
Other income received	2014-05-14	$247
Net income (gross income less expenses)	2014-05-14	$-575,006
Net plan assets at end of year (total assets less liabilities)	2014-05-14	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-05-14	$575,006
Expenses. Administrative service providers (salaries,fees and commissions)	2014-05-14	$38,811
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-05-14	$0
2013 : HART & COOLEY, INC. FROZEN CASH BALANCE PENSION PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$34,100
Total plan liabilities at beginning of year	2013-12-31	$420
Total income from all sources	2013-12-31	$22,923
Expenses. Total of all expenses incurred	2013-12-31	$1,289,166
Benefits paid (including direct rollovers)	2013-12-31	$1,160,765
Total plan assets at end of year	2013-12-31	$609,106
Total plan assets at beginning of year	2013-12-31	$1,841,669
Value of fidelity bond covering the plan	2013-12-31	$184,125
Other income received	2013-12-31	$22,923
Net income (gross income less expenses)	2013-12-31	$-1,266,243
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$575,006
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,841,249
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$128,401
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : HART & COOLEY, INC. FROZEN CASH BALANCE PENSION PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$420
Total plan liabilities at beginning of year	2012-12-31	$5,674
Total income from all sources	2012-12-31	$226,131
Expenses. Total of all expenses incurred	2012-12-31	$139,269
Benefits paid (including direct rollovers)	2012-12-31	$100,714
Total plan assets at end of year	2012-12-31	$1,841,669
Total plan assets at beginning of year	2012-12-31	$1,760,061
Value of fidelity bond covering the plan	2012-12-31	$175,439
Other income received	2012-12-31	$226,131
Net income (gross income less expenses)	2012-12-31	$86,862
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,841,249
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,754,387
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$38,555
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for HART & COOLEY, INC. FROZEN CASH BALANCE PENSION PLAN

2014: HART & COOLEY, INC. FROZEN CASH BALANCE PENSION 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	Yes
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: HART & COOLEY, INC. FROZEN CASH BALANCE PENSION 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: HART & COOLEY, INC. FROZEN CASH BALANCE PENSION 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

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Company Name:	AIR DISTRIBUTION TECHNOLOGIES, INC.
Employer identification number (EIN):	990382064
NAIC Classification:	339900