401k Plan data: THE PRODUCTIVITY TEAM, LLC 401(K) PROFIT SHARING PLAN & TRU plan

THE PRODUCTIVITY TEAM, LLC 401(K) PROFIT SHARING PLAN & TRU 401k Plan overview

Plan Name	THE PRODUCTIVITY TEAM, LLC 401(K) PROFIT SHARING PLAN & TRU
Plan identification number	001

THE PRODUCTIVITY TEAM, LLC 401(K) PROFIT SHARING PLAN & TRU 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

THE PRODUCTIVITY TEAM LLC. has sponsored the creation of one or more 401k plans.

Company Name: THE PRODUCTIVITY TEAM LLC.

Employer identification number (EIN): 383712595

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PRODUCTIVITY TEAM, LLC 401(K) PROFIT SHARING PLAN & TRU

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-01-01 KIMBERLY VOSS 2013-07-17
001 2011-01-01 KIMBERLY VOSS 2012-07-26
001 2010-01-01 LORETTA KUNSELMAN 2011-09-19 LORETTA KUNSELMAN 2011-09-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2012-01-01	KIMBERLY VOSS	2013-07-17
001	2011-01-01	KIMBERLY VOSS	2012-07-26
001	2010-01-01	LORETTA KUNSELMAN	2011-09-19	LORETTA KUNSELMAN	2011-09-19

Potentially related plans

THE PRODUCTIVITY CENTER 401(K) PLAN [EIN = 760395455]

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Company Name:	THE PRODUCTIVITY TEAM LLC.
Employer identification number (EIN):	383712595
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services