401k Plan data: TRI-LINE AUTOMATION, INC. PROFIT SHARING 401(K) PLAN plan

TRI-LINE AUTOMATION, INC. PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan Name	TRI-LINE AUTOMATION, INC. PROFIT SHARING 401(K) PLAN
Plan identification number	001

TRI-LINE AUTOMATION, INC. PROFIT SHARING 401(K) 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

TRI-LINE AUTOMATION, INC. has sponsored the creation of one or more 401k plans.

Company Name: TRI-LINE AUTOMATION, INC.

Employer identification number (EIN): 161577210

NAIC Classification: 339900

Additional information about TRI-LINE AUTOMATION, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1999-11-19

Company Identification Number: 2441747

Legal Registered Office Address: 1000 UNIVERSITY AVE
Monroe
ROCHESTER
United States of America (USA)
14607

More information about TRI-LINE AUTOMATION, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRI-LINE AUTOMATION, INC. PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 TATE RUSSELL
001 2016-01-01 TATE RUSSELL
001 2015-01-01 TATE RUSSELL
001 2014-01-01 TATE RUSSELL
001 2013-01-01 TATE RUSSELL
001 2012-01-01 MARK SCHIESSER 2013-07-01
001 2011-01-01 MARK SCHIESSER 2012-07-30 MARK SCHIESSER 2012-07-30
001 2010-01-01 MARK SCHIESSER 2011-07-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	TATE RUSSELL
001	2016-01-01	TATE RUSSELL
001	2015-01-01	TATE RUSSELL
001	2014-01-01	TATE RUSSELL
001	2013-01-01	TATE RUSSELL
001	2012-01-01	MARK SCHIESSER	2013-07-01
001	2011-01-01	MARK SCHIESSER	2012-07-30	MARK SCHIESSER	2012-07-30
001	2010-01-01	MARK SCHIESSER	2011-07-20

Plan Statistics for TRI-LINE AUTOMATION, INC. PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for TRI-LINE AUTOMATION, INC. PROFIT SHARING 401(K) PLAN

Measure Date Value
2017: TRI-LINE AUTOMATION, INC. PROFIT SHARING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 16
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 7
Total of all active and inactive participants 2017-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 23
Number of participants with account balances 2017-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: TRI-LINE AUTOMATION, INC. PROFIT SHARING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 20
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 2
Total of all active and inactive participants 2016-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 22
Number of participants with account balances 2016-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: TRI-LINE AUTOMATION, INC. PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 22
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 4
Total of all active and inactive participants 2015-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 26
Number of participants with account balances 2015-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: TRI-LINE AUTOMATION, INC. PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 18
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 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 20
Number of participants with account balances 2014-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: TRI-LINE AUTOMATION, INC. PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 21
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 3
Total of all active and inactive participants 2013-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 24
Number of participants with account balances 2013-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2017: TRI-LINE AUTOMATION, INC. PROFIT SHARING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	16
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	7
Total of all active and inactive participants	2017-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	23
Number of participants with account balances	2017-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: TRI-LINE AUTOMATION, INC. PROFIT SHARING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	20
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	2
Total of all active and inactive participants	2016-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	22
Number of participants with account balances	2016-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: TRI-LINE AUTOMATION, INC. PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	22
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	4
Total of all active and inactive participants	2015-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	26
Number of participants with account balances	2015-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: TRI-LINE AUTOMATION, INC. PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	18
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	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	20
Number of participants with account balances	2014-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: TRI-LINE AUTOMATION, INC. PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	21
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	3
Total of all active and inactive participants	2013-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	24
Number of participants with account balances	2013-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on TRI-LINE AUTOMATION, INC. PROFIT SHARING 401(K) PLAN

Measure	Date	Value
2017 : TRI-LINE AUTOMATION, INC. PROFIT SHARING 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$303,387
Expenses. Total of all expenses incurred	2017-12-31	$656,026
Benefits paid (including direct rollovers)	2017-12-31	$646,426
Total plan assets at end of year	2017-12-31	$1,448,078
Total plan assets at beginning of year	2017-12-31	$1,800,717
Value of fidelity bond covering the plan	2017-12-31	$150,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$76,136
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$16,438
Other income received	2017-12-31	$196,278
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$-352,639
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,448,078
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,800,717
Assets. Value of participant loans	2017-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$14,535
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$9,600
2016 : TRI-LINE AUTOMATION, INC. PROFIT SHARING 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$287,371
Expenses. Total of all expenses incurred	2016-12-31	$31,601
Benefits paid (including direct rollovers)	2016-12-31	$17,500
Total plan assets at end of year	2016-12-31	$1,800,717
Total plan assets at beginning of year	2016-12-31	$1,544,947
Value of fidelity bond covering the plan	2016-12-31	$150,000
Total contributions received or receivable from participants	2016-12-31	$109,415
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$38,656
Other income received	2016-12-31	$117,068
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$255,770
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,800,717
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,544,947
Total contributions received or receivable from employer(s)	2016-12-31	$22,232
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$14,101
2015 : TRI-LINE AUTOMATION, INC. PROFIT SHARING 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
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	$303,188
Expenses. Total of all expenses incurred	2015-12-31	$122,561
Benefits paid (including direct rollovers)	2015-12-31	$109,263
Total plan assets at end of year	2015-12-31	$1,544,947
Total plan assets at beginning of year	2015-12-31	$1,364,320
Value of fidelity bond covering the plan	2015-12-31	$150,000
Total contributions received or receivable from participants	2015-12-31	$96,712
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$192,477
Other income received	2015-12-31	$-7,965
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$180,627
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,544,947
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,364,320
Assets. Value of participant loans	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$21,964
Value of certain deemed distributions of participant loans	2015-12-31	$878
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$12,420
2014 : TRI-LINE AUTOMATION, INC. PROFIT SHARING 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
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	$185,041
Expenses. Total of all expenses incurred	2014-12-31	$215,501
Benefits paid (including direct rollovers)	2014-12-31	$203,367
Total plan assets at end of year	2014-12-31	$1,364,320
Total plan assets at beginning of year	2014-12-31	$1,394,780
Value of fidelity bond covering the plan	2014-12-31	$150,000
Total contributions received or receivable from participants	2014-12-31	$105,410
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	$57,660
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-30,460
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,364,320
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,394,780
Assets. Value of participant loans	2014-12-31	$3,245
Total contributions received or receivable from employer(s)	2014-12-31	$21,971
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	$12,134
2013 : TRI-LINE AUTOMATION, INC. PROFIT SHARING 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
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	$352,524
Expenses. Total of all expenses incurred	2013-12-31	$16,279
Benefits paid (including direct rollovers)	2013-12-31	$10,726
Total plan assets at end of year	2013-12-31	$1,394,780
Total plan assets at beginning of year	2013-12-31	$1,058,535
Value of fidelity bond covering the plan	2013-12-31	$150,000
Total contributions received or receivable from participants	2013-12-31	$122,588
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	$204,411
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$336,245
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,394,780
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,058,535
Assets. Value of participant loans	2013-12-31	$6,340
Total contributions received or receivable from employer(s)	2013-12-31	$25,525
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	$5,553

Form 5500 Responses for TRI-LINE AUTOMATION, INC. PROFIT SHARING 401(K) PLAN

2017: TRI-LINE AUTOMATION, INC. PROFIT SHARING 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TRI-LINE AUTOMATION, INC. PROFIT SHARING 401(K) 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	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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: TRI-LINE AUTOMATION, INC. PROFIT SHARING 401(K) 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: TRI-LINE AUTOMATION, INC. PROFIT SHARING 401(K) 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: TRI-LINE AUTOMATION, INC. PROFIT SHARING 401(K) 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

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Company Name:	TRI-LINE AUTOMATION, INC.
Employer identification number (EIN):	161577210
NAIC Classification:	339900

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1999-11-19
Company Identification Number:	2441747
Legal Registered Office Address:	1000 UNIVERSITY AVE Monroe ROCHESTER United States of America (USA) 14607