401k Plan data: MI/PROFESSIONAL MANAGEMENT OF KINGSPORT, INC. PROFIT SHARING PLAN & TRUST plan

MI/PROFESSIONAL MANAGEMENT OF KINGSPORT, INC. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	MI/PROFESSIONAL MANAGEMENT OF KINGSPORT, INC. PROFIT SHARING PLAN & TRUST
Plan identification number	001

MI/PROFESSIONAL MANAGEMENT OF KINGSPORT, INC. PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

MI/PROFESSIONAL MANAGEMENT OF KINGSPORT, INC. has sponsored the creation of one or more 401k plans.

Company Name: MI/PROFESSIONAL MANAGEMENT OF KINGSPORT, INC.

Employer identification number (EIN): 621235633

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MI/PROFESSIONAL MANAGEMENT OF KINGSPORT, INC. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 JERRY D CASE 2017-05-15
001 2017-01-01 MARK LOWE 2017-05-02 MARK LOWE 2017-05-02
001 2016-01-01 JERRY D CASE
001 2016-01-01 MARK LOWE 2017-05-02
001 2015-01-01 JERRY D. CASE
001 2014-01-01 JERRY D. CASE
001 2013-01-01 JERRY D. CASE
001 2012-01-01 JERRY CASE
001 2011-01-01 JERRY CASE
001 2010-01-01 JERRY CASE
001 2009-01-01 JERRY CASE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	JERRY D CASE	2017-05-15
001	2017-01-01	MARK LOWE	2017-05-02	MARK LOWE	2017-05-02
001	2016-01-01	JERRY D CASE
001	2016-01-01			MARK LOWE	2017-05-02
001	2015-01-01	JERRY D. CASE
001	2014-01-01	JERRY D. CASE
001	2013-01-01	JERRY D. CASE
001	2012-01-01	JERRY CASE
001	2011-01-01	JERRY CASE
001	2010-01-01	JERRY CASE
001	2009-01-01	JERRY CASE

Financial Data on MI/PROFESSIONAL MANAGEMENT OF KINGSPORT, INC. PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2016 : MI/PROFESSIONAL MANAGEMENT OF KINGSPORT, INC. PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$126,275
Expenses. Total of all expenses incurred	2016-12-31	$2,549,668
Benefits paid (including direct rollovers)	2016-12-31	$2,538,053
Total plan assets at end of year	2016-12-31	$516
Total plan assets at beginning of year	2016-12-31	$2,423,909
Value of fidelity bond covering the plan	2016-12-31	$400,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$11,615
Other income received	2016-12-31	$126,275
Net income (gross income less expenses)	2016-12-31	$-2,423,393
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$516
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,423,909
2015 : MI/PROFESSIONAL MANAGEMENT OF KINGSPORT, INC. PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$-83,532
Expenses. Total of all expenses incurred	2015-12-31	$996,186
Benefits paid (including direct rollovers)	2015-12-31	$984,037
Total plan assets at end of year	2015-12-31	$2,423,909
Total plan assets at beginning of year	2015-12-31	$3,503,627
Value of fidelity bond covering the plan	2015-12-31	$400,000
Total contributions received or receivable from participants	2015-12-31	$24,347
Other income received	2015-12-31	$-120,212
Net income (gross income less expenses)	2015-12-31	$-1,079,718
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,423,909
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,503,627
Total contributions received or receivable from employer(s)	2015-12-31	$12,333
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$12,149
2014 : MI/PROFESSIONAL MANAGEMENT OF KINGSPORT, INC. PROFIT SHARING PLAN & TRUST 2014 401k financial data
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	$387,267
Expenses. Total of all expenses incurred	2014-12-31	$97,152
Benefits paid (including direct rollovers)	2014-12-31	$63,453
Total plan assets at end of year	2014-12-31	$3,503,627
Total plan assets at beginning of year	2014-12-31	$3,213,512
Value of fidelity bond covering the plan	2014-12-31	$400,000
Total contributions received or receivable from participants	2014-12-31	$26,407
Expenses. Other expenses not covered elsewhere	2014-12-31	$33,699
Other income received	2014-12-31	$319,813
Net income (gross income less expenses)	2014-12-31	$290,115
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,503,627
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,213,512
Assets. Value of participant loans	2014-12-31	$3,480
Total contributions received or receivable from employer(s)	2014-12-31	$41,047
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : MI/PROFESSIONAL MANAGEMENT OF KINGSPORT, INC. PROFIT SHARING PLAN & TRUST 2013 401k financial data
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	$358,212
Expenses. Total of all expenses incurred	2013-12-31	$63,187
Benefits paid (including direct rollovers)	2013-12-31	$47,620
Total plan assets at end of year	2013-12-31	$3,212,922
Total plan assets at beginning of year	2013-12-31	$2,917,897
Value of fidelity bond covering the plan	2013-12-31	$400,000
Total contributions received or receivable from participants	2013-12-31	$19,950
Other income received	2013-12-31	$299,285
Net income (gross income less expenses)	2013-12-31	$295,025
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,212,922
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,917,897
Assets. Value of participant loans	2013-12-31	$5,186
Assets. Value of real-estate (other than employer real property)	2013-12-31	$30,000
Total contributions received or receivable from employer(s)	2013-12-31	$38,977
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$15,567
2012 : MI/PROFESSIONAL MANAGEMENT OF KINGSPORT, INC. PROFIT SHARING PLAN & TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$306,244
Expenses. Total of all expenses incurred	2012-12-31	$63,587
Benefits paid (including direct rollovers)	2012-12-31	$47,960
Total plan assets at end of year	2012-12-31	$2,917,897
Total plan assets at beginning of year	2012-12-31	$2,675,240
Value of fidelity bond covering the plan	2012-12-31	$400,000
Total contributions received or receivable from participants	2012-12-31	$18,531
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$246,580
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$242,657
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,917,897
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,675,240
Assets. Value of participant loans	2012-12-31	$6,801
Total contributions received or receivable from employer(s)	2012-12-31	$41,133
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$15,627
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : MI/PROFESSIONAL MANAGEMENT OF KINGSPORT, INC. PROFIT SHARING PLAN & TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$25,540
Expenses. Total of all expenses incurred	2011-12-31	$62,644
Benefits paid (including direct rollovers)	2011-12-31	$46,606
Total plan assets at end of year	2011-12-31	$2,675,240
Total plan assets at beginning of year	2011-12-31	$2,712,344
Value of fidelity bond covering the plan	2011-12-31	$400,000
Total contributions received or receivable from participants	2011-12-31	$17,688
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-33,419
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-37,104
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,675,240
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,712,344
Assets. Value of participant loans	2011-12-31	$8,386
Total contributions received or receivable from employer(s)	2011-12-31	$41,271
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$16,038
2010 : MI/PROFESSIONAL MANAGEMENT OF KINGSPORT, INC. PROFIT SHARING PLAN & TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$205,808
Expenses. Total of all expenses incurred	2010-12-31	$46,578
Benefits paid (including direct rollovers)	2010-12-31	$46,578
Total plan assets at end of year	2010-12-31	$2,712,344
Total plan assets at beginning of year	2010-12-31	$2,553,114
Value of fidelity bond covering the plan	2010-12-31	$400,000
Total contributions received or receivable from participants	2010-12-31	$18,485
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$149,103
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$159,230
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,712,344
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,553,114
Total contributions received or receivable from employer(s)	2010-12-31	$38,220
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : MI/PROFESSIONAL MANAGEMENT OF KINGSPORT, INC. PROFIT SHARING PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MI/PROFESSIONAL MANAGEMENT OF KINGSPORT, INC. PROFIT SHARING PLAN & TRUST

2016: MI/PROFESSIONAL MANAGEMENT OF KINGSPORT, INC. PROFIT SHARING PLAN & TRUST 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: MI/PROFESSIONAL MANAGEMENT OF KINGSPORT, INC. PROFIT SHARING PLAN & TRUST 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: MI/PROFESSIONAL MANAGEMENT OF KINGSPORT, INC. PROFIT SHARING PLAN & TRUST 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: MI/PROFESSIONAL MANAGEMENT OF KINGSPORT, INC. PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MI/PROFESSIONAL MANAGEMENT OF KINGSPORT, INC. PROFIT SHARING PLAN & TRUST 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MI/PROFESSIONAL MANAGEMENT OF KINGSPORT, INC. PROFIT SHARING PLAN & TRUST 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 – 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
2010: MI/PROFESSIONAL MANAGEMENT OF KINGSPORT, INC. PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MI/PROFESSIONAL MANAGEMENT OF KINGSPORT, INC. PROFIT SHARING PLAN & TRUST 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 – 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

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	43448000
Policy instance	1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number	043448-000
Policy instance	1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number	043448-000
Policy instance	1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number	043448-000
Policy instance	1

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Company Name:	MI/PROFESSIONAL MANAGEMENT OF KINGSPORT, INC.
Employer identification number (EIN):	621235633
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services