401k Plan data: NAME COMPANY 401(K) plan

NAME COMPANY 401(K) 401k Plan overview

Plan Name	NAME COMPANY 401(K)
Plan identification number	001

NAME COMPANY 401(K) 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.
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

NORTH AMERICAN MACHINE & ENGINEERING COMPANY has sponsored the creation of one or more 401k plans.

Company Name: NORTH AMERICAN MACHINE & ENGINEERING COMPANY

Employer identification number (EIN): 383521790

NAIC Classification: 332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NAME COMPANY 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 JANE F. HEFFNER
001 2013-01-01 JANE F. HEFFNER
001 2012-01-01 JANE HEFFNER JAMES HOWES 2013-09-27
001 2011-01-01 JANE HEFFNER JAMES HOWES 2012-08-09
001 2009-01-01 JANE HEFFNER JAMES HOWES 2010-10-07
001 2009-01-01 JANE HEFFNER JAMES HOWES 2010-10-12

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	JANE F. HEFFNER
001	2013-01-01	JANE F. HEFFNER
001	2012-01-01	JANE HEFFNER	JAMES HOWES	2013-09-27
001	2011-01-01	JANE HEFFNER	JAMES HOWES	2012-08-09
001	2009-01-01	JANE HEFFNER	JAMES HOWES	2010-10-07
001	2009-01-01	JANE HEFFNER	JAMES HOWES	2010-10-12

Plan Statistics for NAME COMPANY 401(K)

401k plan membership statisitcs for NAME COMPANY 401(K)

Measure Date Value
2014: NAME COMPANY 401(K) 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
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
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: NAME COMPANY 401(K) 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
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 0
Total of all active and inactive participants 2013-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: NAME COMPANY 401(K) 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: NAME COMPANY 401(K) 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: NAME COMPANY 401(K) 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: NAME COMPANY 401(K) 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
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
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: NAME COMPANY 401(K) 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
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	0
Total of all active and inactive participants	2013-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: NAME COMPANY 401(K) 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: NAME COMPANY 401(K) 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: NAME COMPANY 401(K) 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on NAME COMPANY 401(K)

Measure	Date	Value
2014 : NAME COMPANY 401(K) 2014 401k financial data
Transfers to/from the plan	2014-10-23	$0
Total plan liabilities at end of year	2014-10-23	$0
Total plan liabilities at beginning of year	2014-10-23	$0
Total income from all sources	2014-10-23	$155,658
Expenses. Total of all expenses incurred	2014-10-23	$1,420,500
Benefits paid (including direct rollovers)	2014-10-23	$1,420,412
Total plan assets at end of year	2014-10-23	$0
Total plan assets at beginning of year	2014-10-23	$1,264,842
Value of fidelity bond covering the plan	2014-10-23	$195,000
Total contributions received or receivable from participants	2014-10-23	$61,581
Expenses. Other expenses not covered elsewhere	2014-10-23	$0
Contributions received from other sources (not participants or employers)	2014-10-23	$0
Other income received	2014-10-23	$94,077
Noncash contributions received	2014-10-23	$0
Net income (gross income less expenses)	2014-10-23	$-1,264,842
Net plan assets at end of year (total assets less liabilities)	2014-10-23	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-10-23	$1,264,842
Total contributions received or receivable from employer(s)	2014-10-23	$0
Value of certain deemed distributions of participant loans	2014-10-23	$0
Value of corrective distributions	2014-10-23	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-10-23	$88
2013 : NAME COMPANY 401(K) 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 income from all sources	2013-12-31	$320,098
Expenses. Total of all expenses incurred	2013-12-31	$83
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$1,264,842
Total plan assets at beginning of year	2013-12-31	$944,827
Value of fidelity bond covering the plan	2013-12-31	$195,000
Total contributions received or receivable from participants	2013-12-31	$69,000
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	$251,098
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$320,015
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,264,842
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$944,827
Total contributions received or receivable from employer(s)	2013-12-31	$0
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	$83
2012 : NAME COMPANY 401(K) 2012 401k financial data
Total income from all sources	2012-12-31	$220,788
Expenses. Total of all expenses incurred	2012-12-31	$870,215
Benefits paid (including direct rollovers)	2012-12-31	$870,000
Total plan assets at end of year	2012-12-31	$944,827
Total plan assets at beginning of year	2012-12-31	$1,594,254
Total contributions received or receivable from participants	2012-12-31	$31,597
Other income received	2012-12-31	$189,191
Net income (gross income less expenses)	2012-12-31	$-649,427
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$944,827
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,594,254
Assets. Value of participant loans	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$215
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : NAME COMPANY 401(K) 2011 401k financial data
Total income from all sources	2011-12-31	$12,461
Expenses. Total of all expenses incurred	2011-12-31	$90
Total plan assets at end of year	2011-12-31	$1,594,254
Total plan assets at beginning of year	2011-12-31	$1,581,883
Value of fidelity bond covering the plan	2011-12-31	$185,000
Total contributions received or receivable from participants	2011-12-31	$24,715
Other income received	2011-12-31	$-12,254
Net income (gross income less expenses)	2011-12-31	$12,371
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,594,254
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,581,883
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$90
2010 : NAME COMPANY 401(K) 2010 401k financial data
Total income from all sources	2010-12-31	$183,415
Expenses. Total of all expenses incurred	2010-12-31	$90
Total plan assets at end of year	2010-12-31	$1,581,883
Total plan assets at beginning of year	2010-12-31	$1,398,558
Value of fidelity bond covering the plan	2010-12-31	$140,000
Total contributions received or receivable from participants	2010-12-31	$27,143
Other income received	2010-12-31	$155,877
Net income (gross income less expenses)	2010-12-31	$183,325
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,581,883
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,398,558
Total contributions received or receivable from employer(s)	2010-12-31	$395
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$90

Form 5500 Responses for NAME COMPANY 401(K)

2014: NAME COMPANY 401(K) 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: NAME COMPANY 401(K) 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: NAME COMPANY 401(K) 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: NAME COMPANY 401(K) 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
2009: NAME COMPANY 401(K) 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	NORTH AMERICAN MACHINE & ENGINEERING COMPANY
Employer identification number (EIN):	383521790
NAIC Classification:	332900