401k Plan data: WARM TRAINING CENTER TAX DEFERRED ANNUITY PLAN plan

WARM TRAINING CENTER TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	WARM TRAINING CENTER TAX DEFERRED ANNUITY PLAN
Plan identification number	002

WARM TRAINING CENTER TAX DEFERRED ANNUITY 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

WARM TRAINING CENTER has sponsored the creation of one or more 401k plans.

Company Name: WARM TRAINING CENTER

Employer identification number (EIN): 382412482

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WARM TRAINING CENTER TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-01-01 JUSTIN SCHOTT 2019-08-01 JUSTIN SCHOTT 2019-08-01
002 2016-07-01 JUSTIN SCHOTT 2019-08-01 JUSTIN SCHOTT 2019-08-01
002 2016-01-01 JUSTIN SCHOTT 2019-08-01 JUSTIN SCHOTT 2019-08-01
002 2015-01-01 JUSTIN SCHOTT 2019-08-01 JUSTIN SCHOTT 2019-08-01
002 2014-07-01 JUSTIN SCHOTT 2016-01-05
002 2013-07-01 JUSTIN SCHOTT 2015-07-23
002 2012-07-01 JUSTIN SCHOTT 2015-07-23
002 2011-07-01 JOHN KLEIN 2013-10-22 JOHN KLEIN 2013-10-22
002 2010-07-01 JOHN C KLEIN
002 2009-07-01 JOHN C KLEIN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2017-01-01	JUSTIN SCHOTT	2019-08-01	JUSTIN SCHOTT	2019-08-01
002	2016-07-01	JUSTIN SCHOTT	2019-08-01	JUSTIN SCHOTT	2019-08-01
002	2016-01-01	JUSTIN SCHOTT	2019-08-01	JUSTIN SCHOTT	2019-08-01
002	2015-01-01	JUSTIN SCHOTT	2019-08-01	JUSTIN SCHOTT	2019-08-01
002	2014-07-01	JUSTIN SCHOTT	2016-01-05
002	2013-07-01	JUSTIN SCHOTT	2015-07-23
002	2012-07-01	JUSTIN SCHOTT	2015-07-23
002	2011-07-01	JOHN KLEIN	2013-10-22	JOHN KLEIN	2013-10-22
002	2010-07-01	JOHN C KLEIN
002	2009-07-01	JOHN C KLEIN

Plan Statistics for WARM TRAINING CENTER TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for WARM TRAINING CENTER TAX DEFERRED ANNUITY PLAN

Measure Date Value
2010: WARM TRAINING CENTER TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 8
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 12
Total of all active and inactive participants 2010-07-01 12
Total participants 2010-07-01 12
Number of participants with account balances 2010-07-01 9
2009: WARM TRAINING CENTER TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 8
Total of all active and inactive participants 2009-07-01 8
Total participants 2009-07-01 8
Number of participants with account balances 2009-07-01 7

Measure	Date	Value
2010: WARM TRAINING CENTER TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	8
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	12
Total of all active and inactive participants	2010-07-01	12
Total participants	2010-07-01	12
Number of participants with account balances	2010-07-01	9
2009: WARM TRAINING CENTER TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	8
Total of all active and inactive participants	2009-07-01	8
Total participants	2009-07-01	8
Number of participants with account balances	2009-07-01	7

Financial Data on WARM TRAINING CENTER TAX DEFERRED ANNUITY PLAN

Measure	Date	Value
2011 : WARM TRAINING CENTER TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total income from all sources	2011-06-30	$28,597
Expenses. Total of all expenses incurred	2011-06-30	$350
Benefits paid (including direct rollovers)	2011-06-30	$350
Total plan assets at end of year	2011-06-30	$69,839
Total plan assets at beginning of year	2011-06-30	$41,592
Total contributions received or receivable from participants	2011-06-30	$28,496
Other income received	2011-06-30	$101
Net income (gross income less expenses)	2011-06-30	$28,247
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$69,839
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$41,592
Assets. Value of participant loans	2011-06-30	$962
2010 : WARM TRAINING CENTER TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total income from all sources	2010-06-30	$22,955
Expenses. Total of all expenses incurred	2010-06-30	$3,477
Benefits paid (including direct rollovers)	2010-06-30	$3,477
Total plan assets at end of year	2010-06-30	$41,592
Total plan assets at beginning of year	2010-06-30	$22,114
Total contributions received or receivable from participants	2010-06-30	$22,903
Other income received	2010-06-30	$52
Net income (gross income less expenses)	2010-06-30	$19,478
Net plan assets at end of year (total assets less liabilities)	2010-06-30	$41,592
Net plan assets at beginning of year (total assets less liabilities)	2010-06-30	$22,114
Assets. Value of participant loans	2010-06-30	$1,259

Form 5500 Responses for WARM TRAINING CENTER TAX DEFERRED ANNUITY PLAN

2010: WARM TRAINING CENTER TAX DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2009: WARM TRAINING CENTER TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

388607

Policy instance

Insurance contract or identification number	388607
Number of Individuals Covered	9
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

388607

Policy instance

Insurance contract or identification number	388607
Number of Individuals Covered	7
Insurance policy start date	2009-07-01
Insurance policy end date	2010-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	WARM TRAINING CENTER
Employer identification number (EIN):	382412482
NAIC Classification:	611000