401k Plan data: CATERING BY MICHAELS EMPLOYEES 401(K) PLAN plan

CATERING BY MICHAELS EMPLOYEES 401(K) PLAN 401k Plan overview

Plan Name	CATERING BY MICHAELS EMPLOYEES 401(K) PLAN
Plan identification number	001

CATERING BY MICHAELS EMPLOYEES 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CATERING BY MICHAELS has sponsored the creation of one or more 401k plans.

Company Name: CATERING BY MICHAELS

Employer identification number (EIN): 363476968

NAIC Classification: 722300
NAIC Description: Special Food Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CATERING BY MICHAELS EMPLOYEES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-07-01 STEWART GLASS 2021-07-20 STEWART GLASS 2021-07-20
001 2019-07-01 SCOTT LINGENFELSER 2020-08-20 SCOTT LINGENFELSER 2020-08-20
001 2018-07-01 SCOTT LINGENFELSER 2020-04-15 SCOTT LINGENFELSER 2020-04-15
001 2017-07-01 STEWART GLASS 2019-01-24 STEWART GLASS 2019-01-24
001 2016-07-01 STEWART GLASS 2017-10-02 STEWART GLASS 2017-10-02
001 2015-07-01 STEWART GLASS 2016-10-10 STEWART GLASS 2016-10-08
001 2014-07-01 STEWART GLASS 2015-10-16 STEWART GLASS 2015-10-16
001 2013-07-01 STEWART GLASS 2015-01-17
001 2012-07-01 STEWART GLASS 2014-01-20 STEWART GLASS 2014-01-20
001 2011-07-01 STEWART GLASS
001 2010-07-01 STEWART GLASS
001 2009-07-01 STEWART GLASS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-07-01	STEWART GLASS	2021-07-20	STEWART GLASS	2021-07-20
001	2019-07-01	SCOTT LINGENFELSER	2020-08-20	SCOTT LINGENFELSER	2020-08-20
001	2018-07-01	SCOTT LINGENFELSER	2020-04-15	SCOTT LINGENFELSER	2020-04-15
001	2017-07-01	STEWART GLASS	2019-01-24	STEWART GLASS	2019-01-24
001	2016-07-01	STEWART GLASS	2017-10-02	STEWART GLASS	2017-10-02
001	2015-07-01	STEWART GLASS	2016-10-10	STEWART GLASS	2016-10-08
001	2014-07-01	STEWART GLASS	2015-10-16	STEWART GLASS	2015-10-16
001	2013-07-01	STEWART GLASS	2015-01-17
001	2012-07-01	STEWART GLASS	2014-01-20	STEWART GLASS	2014-01-20
001	2011-07-01	STEWART GLASS
001	2010-07-01	STEWART GLASS
001	2009-07-01	STEWART GLASS

Plan Statistics for CATERING BY MICHAELS EMPLOYEES 401(K) PLAN

401k plan membership statisitcs for CATERING BY MICHAELS EMPLOYEES 401(K) PLAN

Measure Date Value
2011: CATERING BY MICHAELS EMPLOYEES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 105
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 77
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 11
Total of all active and inactive participants 2011-07-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 88
Number of participants with account balances 2011-07-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: CATERING BY MICHAELS EMPLOYEES 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 109
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 89
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 10
Total of all active and inactive participants 2010-07-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 99
Number of participants with account balances 2010-07-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: CATERING BY MICHAELS EMPLOYEES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 132
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 95
Number of other retired or separated participants entitled to future benefits 2009-07-01 11
Total of all active and inactive participants 2009-07-01 106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 106
Number of participants with account balances 2009-07-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2011: CATERING BY MICHAELS EMPLOYEES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	105
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	77
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	11
Total of all active and inactive participants	2011-07-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	88
Number of participants with account balances	2011-07-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: CATERING BY MICHAELS EMPLOYEES 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	109
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	89
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	10
Total of all active and inactive participants	2010-07-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	99
Number of participants with account balances	2010-07-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: CATERING BY MICHAELS EMPLOYEES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	132
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	95
Number of other retired or separated participants entitled to future benefits	2009-07-01	11
Total of all active and inactive participants	2009-07-01	106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	106
Number of participants with account balances	2009-07-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on CATERING BY MICHAELS EMPLOYEES 401(K) PLAN

Measure	Date	Value
2012 : CATERING BY MICHAELS EMPLOYEES 401(K) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$3,003
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$274
Total income from all sources (including contributions)	2012-06-30	$51,205
Total of all expenses incurred	2012-06-30	$74,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$61,049
Value of total corrective distributions	2012-06-30	$3,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$82,130
Value of total assets at end of year	2012-06-30	$957,958
Value of total assets at beginning of year	2012-06-30	$978,345
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$10,269
Total interest from all sources	2012-06-30	$889
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$0
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$82,130
Participant contributions at end of year	2012-06-30	$15,484
Participant contributions at beginning of year	2012-06-30	$20,571
Participant contributions at end of year	2012-06-30	$2,555
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-06-30	$163
Other income not declared elsewhere	2012-06-30	$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	2012-06-30	No
Value of net income/loss	2012-06-30	$-23,116
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$954,955
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$978,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$932,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$940,868
Interest on participant loans	2012-06-30	$889
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-06-30	$7,046
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-06-30	$16,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-06-30	$16,906
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-31,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$60,886
Contract administrator fees	2012-06-30	$10,269
Liabilities. Value of benefit claims payable at end of year	2012-06-30	$3,003
Liabilities. Value of benefit claims payable at beginning of year	2012-06-30	$274
Did the plan have assets held for investment	2012-06-30	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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	PATKE & ASSOCIATES, LTD.
Accountancy firm EIN	2012-06-30	363717858
2011 : CATERING BY MICHAELS EMPLOYEES 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$274
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$5,362
Total income from all sources (including contributions)	2011-06-30	$276,248
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$100,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$78,729
Expenses. Certain deemed distributions of participant loans	2011-06-30	$9,655
Value of total corrective distributions	2011-06-30	$274
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$63,297
Value of total assets at end of year	2011-06-30	$978,345
Value of total assets at beginning of year	2011-06-30	$807,518
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$11,675
Total interest from all sources	2011-06-30	$894
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$63,297
Participant contributions at end of year	2011-06-30	$20,571
Participant contributions at beginning of year	2011-06-30	$23,539
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$175,915
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$978,071
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$802,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Investment advisory and management fees	2011-06-30	$7,934
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$940,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$783,979
Interest on participant loans	2011-06-30	$894
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$16,906
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$212,057
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$78,729
Contract administrator fees	2011-06-30	$3,741
Liabilities. Value of benefit claims payable at end of year	2011-06-30	$274
Liabilities. Value of benefit claims payable at beginning of year	2011-06-30	$5,362
Did the plan have assets held for investment	2011-06-30	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	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	PATKE & ASSOCIATES, LTD.
Accountancy firm EIN	2011-06-30	363717858

Form 5500 Responses for CATERING BY MICHAELS EMPLOYEES 401(K) PLAN

2011: CATERING BY MICHAELS EMPLOYEES 401(K) PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: CATERING BY MICHAELS EMPLOYEES 401(K) PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: CATERING BY MICHAELS EMPLOYEES 401(K) PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CATERING BY MICHAELS
Employer identification number (EIN):	363476968
NAIC Classification:	722300
NAIC Description:	Special Food Services