401k Plan data: SHEET METSL PRODUCTS PROFIT SHARING PLAN AND TRUST plan

SHEET METSL PRODUCTS PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	SHEET METSL PRODUCTS PROFIT SHARING PLAN AND TRUST
Plan identification number	002

SHEET METSL PRODUCTS PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Plan covering Self-Employed individuals.

401k Sponsoring company profile

HENRY J. FORD, SR. has sponsored the creation of one or more 401k plans.

Company Name: HENRY J. FORD, SR.

Employer identification number (EIN): 621053138

NAIC Classification: 238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEET METSL PRODUCTS PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 MARK CURTIS 2020-07-31
002 2013-01-01 MARK CURTIS 2014-10-15
002 2011-01-01 HENRY J FORD SR
002 2009-01-01 HENRY J FORD SR

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2019-01-01	MARK CURTIS	2020-07-31
002	2013-01-01	MARK CURTIS	2014-10-15
002	2011-01-01	HENRY J FORD SR
002	2009-01-01	HENRY J FORD SR

Plan Statistics for SHEET METSL PRODUCTS PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for SHEET METSL PRODUCTS PROFIT SHARING PLAN AND TRUST

Measure Date Value
2011: SHEET METSL PRODUCTS PROFIT SHARING PLAN AND TRUST 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
Total of all active and inactive participants 2011-01-01 4
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
2009: SHEET METSL PRODUCTS PROFIT SHARING PLAN AND TRUST 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
Total of all active and inactive participants 2009-01-01 4
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4

Measure	Date	Value
2011: SHEET METSL PRODUCTS PROFIT SHARING PLAN AND TRUST 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
Total of all active and inactive participants	2011-01-01	4
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
2009: SHEET METSL PRODUCTS PROFIT SHARING PLAN AND TRUST 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
Total of all active and inactive participants	2009-01-01	4
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4

Financial Data on SHEET METSL PRODUCTS PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2011 : SHEET METSL PRODUCTS PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$34,773
Expenses. Total of all expenses incurred	2011-12-31	$7,268
Total plan assets at end of year	2011-12-31	$761,211
Total plan assets at beginning of year	2011-12-31	$733,706
Value of fidelity bond covering the plan	2011-12-31	$87,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$7,268
Other income received	2011-12-31	$-6,071
Net income (gross income less expenses)	2011-12-31	$27,505
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$761,211
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$733,706
Total contributions received or receivable from employer(s)	2011-12-31	$40,844
2010 : SHEET METSL PRODUCTS PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$86,397
Expenses. Total of all expenses incurred	2010-12-31	$32,554
Benefits paid (including direct rollovers)	2010-12-31	$25,350
Total plan assets at end of year	2010-12-31	$733,706
Total plan assets at beginning of year	2010-12-31	$679,863
Value of fidelity bond covering the plan	2010-12-31	$87,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$7,204
Other income received	2010-12-31	$41,843
Net income (gross income less expenses)	2010-12-31	$53,843
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$733,706
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$679,863
Total contributions received or receivable from employer(s)	2010-12-31	$44,554

Form 5500 Responses for SHEET METSL PRODUCTS PROFIT SHARING PLAN AND TRUST

2011: SHEET METSL PRODUCTS PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SHEET METSL PRODUCTS PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	72174508
Policy instance	1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	R1072240
Policy instance	1

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Company Name:	HENRY J. FORD, SR.
Employer identification number (EIN):	621053138
NAIC Classification:	238900