401k Plan data: THE TIMKEN BELTS SAVINGS AND INVESTMENT RETIREMENT PLAN plan

THE TIMKEN BELTS SAVINGS AND INVESTMENT RETIREMENT PLAN 401k Plan overview

Plan Name	THE TIMKEN BELTS SAVINGS AND INVESTMENT RETIREMENT PLAN
Plan identification number	001

THE TIMKEN BELTS SAVINGS AND INVESTMENT RETIREMENT 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

TIMKEN SMO LLC has sponsored the creation of one or more 401k plans.

Company Name: TIMKEN SMO LLC

Employer identification number (EIN): 320422708

NAIC Classification: 339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE TIMKEN BELTS SAVINGS AND INVESTMENT RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 SHELLY M. CHADWICK
001 2016-01-01 SHELLY CHADWICK 2017-10-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	SHELLY M. CHADWICK
001	2016-01-01			SHELLY CHADWICK	2017-10-16

Plan Statistics for THE TIMKEN BELTS SAVINGS AND INVESTMENT RETIREMENT PLAN

401k plan membership statisitcs for THE TIMKEN BELTS SAVINGS AND INVESTMENT RETIREMENT PLAN

Measure Date Value
2017: THE TIMKEN BELTS SAVINGS AND INVESTMENT RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 359
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE TIMKEN BELTS SAVINGS AND INVESTMENT RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 349
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 10
Total of all active and inactive participants 2016-01-01 359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 359
Number of participants with account balances 2016-01-01 356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2017: THE TIMKEN BELTS SAVINGS AND INVESTMENT RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	359
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE TIMKEN BELTS SAVINGS AND INVESTMENT RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	349
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	10
Total of all active and inactive participants	2016-01-01	359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	359
Number of participants with account balances	2016-01-01	356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on THE TIMKEN BELTS SAVINGS AND INVESTMENT RETIREMENT PLAN

Measure	Date	Value
2017 : THE TIMKEN BELTS SAVINGS AND INVESTMENT RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-12-29	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-29	$0
Total unrealized appreciation/depreciation of assets	2017-12-29	$0
Total transfer of assets to this plan	2017-12-29	$21,838
Total transfer of assets from this plan	2017-12-29	$26,423,976
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-29	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-29	$0
Expenses. Interest paid	2017-12-29	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2017-12-29	$0
Total income from all sources (including contributions)	2017-12-29	$5,561,441
Total loss/gain on sale of assets	2017-12-29	$0
Total of all expenses incurred	2017-12-29	$3,215,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-29	$3,196,361
Expenses. Certain deemed distributions of participant loans	2017-12-29	$0
Value of total corrective distributions	2017-12-29	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-29	$2,168,048
Value of total assets at end of year	2017-12-29	$0
Value of total assets at beginning of year	2017-12-29	$24,055,899
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-29	$18,841
Total income from rents	2017-12-29	$0
Total interest from all sources	2017-12-29	$27,944
Total dividends received (eg from common stock, registered investment company shares)	2017-12-29	$37,500
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-29	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-29	$37,500
Administrative expenses professional fees incurred	2017-12-29	$0
Was this plan covered by a fidelity bond	2017-12-29	Yes
Value of fidelity bond cover	2017-12-29	$25,000,000
If this is an individual account plan, was there a blackout period	2017-12-29	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-29	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-29	No
Contributions received from participants	2017-12-29	$1,204,956
Participant contributions at end of year	2017-12-29	$0
Participant contributions at beginning of year	2017-12-29	$579,372
Participant contributions at end of year	2017-12-29	$0
Participant contributions at beginning of year	2017-12-29	$30,875
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-29	$273,395
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-29	$0
Other income not declared elsewhere	2017-12-29	$0
Administrative expenses (other) incurred	2017-12-29	$18,841
Total non interest bearing cash at end of year	2017-12-29	$0
Total non interest bearing cash at beginning of year	2017-12-29	$23,428,949
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-29	No
Income. Non cash contributions	2017-12-29	$0
Value of net income/loss	2017-12-29	$2,346,239
Value of net assets at end of year (total assets less liabilities)	2017-12-29	$0
Value of net assets at beginning of year (total assets less liabilities)	2017-12-29	$24,055,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-29	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-29	No
Were any leases to which the plan was party in default or uncollectible	2017-12-29	No
Investment advisory and management fees	2017-12-29	$0
Interest on participant loans	2017-12-29	$27,944
Income. Interest from loans (other than to participants)	2017-12-29	$0
Interest earned on other investments	2017-12-29	$0
Income. Interest from US Government securities	2017-12-29	$0
Income. Interest from corporate debt instruments	2017-12-29	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-29	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-29	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-29	$1,863,719
Net investment gain/loss from pooled separate accounts	2017-12-29	$0
Net investment gain or loss from common/collective trusts	2017-12-29	$1,464,230
Net gain/loss from 103.12 investment entities	2017-12-29	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-29	No
Was there a failure to transmit to the plan any participant contributions	2017-12-29	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-29	No
Contributions received in cash from employer	2017-12-29	$689,697
Employer contributions (assets) at end of year	2017-12-29	$0
Employer contributions (assets) at beginning of year	2017-12-29	$16,703
Income. Dividends from preferred stock	2017-12-29	$0
Income. Dividends from common stock	2017-12-29	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-29	$3,196,361
Contract administrator fees	2017-12-29	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-29	No
Did the plan have assets held for investment	2017-12-29	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-29	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-29	Yes
Aggregate proceeds on sale of assets	2017-12-29	$0
Aggregate carrying amount (costs) on sale of assets	2017-12-29	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-29	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-29	Disclaimer
Accountancy firm name	2017-12-29	BOBER, MARKEY, FEDOROVICH & COMPANY
Accountancy firm EIN	2017-12-29	341523030
2016 : THE TIMKEN BELTS SAVINGS AND INVESTMENT RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$22,323,809
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$3,613,329
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,881,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,863,418
Value of total corrective distributions	2016-12-31	$19
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,819,745
Value of total assets at end of year	2016-12-31	$24,055,899
Value of total assets at beginning of year	2016-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$17,802
Total interest from all sources	2016-12-31	$102,893
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$961,356
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$961,356
Administrative expenses professional fees incurred	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$25,000,000
Contributions received from participants	2016-12-31	$1,175,735
Participant contributions at end of year	2016-12-31	$579,372
Participant contributions at beginning of year	2016-12-31	$0
Participant contributions at end of year	2016-12-31	$16,703
Participant contributions at beginning of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$19,024
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$0
Administrative expenses (other) incurred	2016-12-31	$0
Total non interest bearing cash at end of year	2016-12-31	$23,428,949
Total non interest bearing cash at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,732,090
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$24,055,899
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$0
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$6,185
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$0
Value of interest in pooled separate accounts at end of year	2016-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$0
Interest on participant loans	2016-12-31	$24,753
Interest earned on other investments	2016-12-31	$78,140
Value of interest in common/collective trusts at end of year	2016-12-31	$0
Value of interest in common/collective trusts at beginning of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$729,335
Net investment gain/loss from pooled separate accounts	2016-12-31	$0
Net investment gain or loss from common/collective trusts	2016-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Assets. Invements in employer securities at end of year	2016-12-31	$0
Assets. Invements in employer securities at beginning of year	2016-12-31	$0
Contributions received in cash from employer	2016-12-31	$624,986
Employer contributions (assets) at end of year	2016-12-31	$30,875
Employer contributions (assets) at beginning of year	2016-12-31	$0
Income. Dividends from common stock	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,863,418
Contract administrator fees	2016-12-31	$11,617
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BOBER MARKEY FEDOROVICH
Accountancy firm EIN	2016-12-31	341523030

Form 5500 Responses for THE TIMKEN BELTS SAVINGS AND INVESTMENT RETIREMENT PLAN

2017: THE TIMKEN BELTS SAVINGS AND INVESTMENT RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE TIMKEN BELTS SAVINGS AND INVESTMENT RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	First time form 5500 has been submitted	Yes
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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TIMKEN SMO LLC
Employer identification number (EIN):	320422708
NAIC Classification:	339900