401k Plan data: SHOP TOOLS INC 401(K) PROFIT SHARING PLAN plan

SHOP TOOLS INC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	SHOP TOOLS INC 401(K) PROFIT SHARING PLAN
Plan identification number	001

SHOP TOOLS INC 401(K) PROFIT SHARING 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 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

SHOP TOOLS INC has sponsored the creation of one or more 401k plans.

Company Name: SHOP TOOLS INC

Employer identification number (EIN): 840802771

NAIC Classification: 423800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHOP TOOLS INC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 LAVANYA NARRA 2017-08-04
001 2015-01-01 KELLY YOUNG 2016-07-21
001 2014-01-01 KELLY FINNEGAN 2015-07-20
001 2013-01-01 KELLY YOUNG KELLY YOUNG 2014-10-14
001 2012-01-01 KELLY YOUNG KELLY YOUNG 2013-10-09
001 2011-01-01 JACK JACKSON JACK JACKSON 2012-09-28
001 2009-01-01 JACK JACKSON JACK JACKSON 2010-07-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	LAVANYA NARRA	2017-08-04
001	2015-01-01	KELLY YOUNG	2016-07-21
001	2014-01-01	KELLY FINNEGAN	2015-07-20
001	2013-01-01	KELLY YOUNG		KELLY YOUNG	2014-10-14
001	2012-01-01	KELLY YOUNG		KELLY YOUNG	2013-10-09
001	2011-01-01	JACK JACKSON		JACK JACKSON	2012-09-28
001	2009-01-01	JACK JACKSON		JACK JACKSON	2010-07-22

Plan Statistics for SHOP TOOLS INC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SHOP TOOLS INC 401(K) PROFIT SHARING PLAN

Measure Date Value
2013: SHOP TOOLS INC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 23
Number of retired or separated participants receiving benefits 2013-01-01 4
Number of other retired or separated participants entitled to future benefits 2013-01-01 10
Total of all active and inactive participants 2013-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 37
Number of participants with account balances 2013-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SHOP TOOLS INC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 27
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 6
Total of all active and inactive participants 2012-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 33
Number of participants with account balances 2012-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: SHOP TOOLS INC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 32
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 5
Total of all active and inactive participants 2011-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 37
Number of participants with account balances 2011-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: SHOP TOOLS INC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 29
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 32
Number of participants with account balances 2009-01-01 29

Measure	Date	Value
2013: SHOP TOOLS INC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	23
Number of retired or separated participants receiving benefits	2013-01-01	4
Number of other retired or separated participants entitled to future benefits	2013-01-01	10
Total of all active and inactive participants	2013-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	37
Number of participants with account balances	2013-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SHOP TOOLS INC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	27
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	6
Total of all active and inactive participants	2012-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	33
Number of participants with account balances	2012-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: SHOP TOOLS INC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	32
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	5
Total of all active and inactive participants	2011-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	37
Number of participants with account balances	2011-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: SHOP TOOLS INC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	29
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	32
Number of participants with account balances	2009-01-01	29

Financial Data on SHOP TOOLS INC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2013 : SHOP TOOLS INC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$349,885
Expenses. Total of all expenses incurred	2013-12-31	$203,422
Benefits paid (including direct rollovers)	2013-12-31	$203,422
Total plan assets at end of year	2013-12-31	$1,465,350
Total plan assets at beginning of year	2013-12-31	$1,318,887
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$49,978
Other income received	2013-12-31	$282,649
Net income (gross income less expenses)	2013-12-31	$146,463
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,465,350
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,318,887
Assets. Value of participant loans	2013-12-31	$21,053
Total contributions received or receivable from employer(s)	2013-12-31	$17,258
2012 : SHOP TOOLS INC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$217,299
Expenses. Total of all expenses incurred	2012-12-31	$8,203
Benefits paid (including direct rollovers)	2012-12-31	$8,203
Total plan assets at end of year	2012-12-31	$1,318,887
Total plan assets at beginning of year	2012-12-31	$1,109,791
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$64,076
Contributions received from other sources (not participants or employers)	2012-12-31	$11,303
Other income received	2012-12-31	$131,426
Net income (gross income less expenses)	2012-12-31	$209,096
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,318,887
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,109,791
Assets. Value of participant loans	2012-12-31	$35,064
Total contributions received or receivable from employer(s)	2012-12-31	$10,494
2011 : SHOP TOOLS INC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$53,942
Expenses. Total of all expenses incurred	2011-12-31	$2,934
Benefits paid (including direct rollovers)	2011-12-31	$2,934
Total plan assets at end of year	2011-12-31	$1,109,791
Total plan assets at beginning of year	2011-12-31	$1,058,783
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$67,493
Other income received	2011-12-31	$-37,262
Net income (gross income less expenses)	2011-12-31	$51,008
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,109,791
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,058,783
Assets. Value of participant loans	2011-12-31	$67,251
Total contributions received or receivable from employer(s)	2011-12-31	$23,711
2010 : SHOP TOOLS INC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$178,678
Expenses. Total of all expenses incurred	2010-12-31	$13,562
Benefits paid (including direct rollovers)	2010-12-31	$13,562
Total plan assets at end of year	2010-12-31	$1,058,783
Total plan assets at beginning of year	2010-12-31	$893,667
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$58,164
Other income received	2010-12-31	$109,582
Net income (gross income less expenses)	2010-12-31	$165,116
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,058,783
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$893,667
Assets. Value of participant loans	2010-12-31	$76,435
Total contributions received or receivable from employer(s)	2010-12-31	$10,932

Form 5500 Responses for SHOP TOOLS INC 401(K) PROFIT SHARING PLAN

2013: SHOP TOOLS INC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
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: SHOP TOOLS INC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
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: SHOP TOOLS INC 401(K) PROFIT SHARING PLAN 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: SHOP TOOLS INC 401(K) PROFIT SHARING PLAN 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

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

671541

Policy instance

Insurance contract or identification number	671541
Number of Individuals Covered	31
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $4,013
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,013
Insurance broker organization code?	3
Insurance broker name	MICHAEL WOLFE

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

671541

Policy instance

Insurance contract or identification number	671541
Number of Individuals Covered	30
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $2,119
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,119
Insurance broker organization code?	3
Insurance broker name	MICHAEL WOLFE

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

671541

Policy instance

Insurance contract or identification number	671541
Number of Individuals Covered	30
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $3,017
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

671541

Policy instance

Insurance contract or identification number	671541
Number of Individuals Covered	26
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $2,664
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,664
Insurance broker organization code?	3
Insurance broker name	MICHAEL WOLFE

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Company Name:	SHOP TOOLS INC
Employer identification number (EIN):	840802771
NAIC Classification:	423800