401k Plan data: MICHIGAN CAT PROFIT SHARING AND SAVINGS PLAN UNION plan

MICHIGAN CAT PROFIT SHARING AND SAVINGS PLAN UNION 401k Plan overview

Plan Name	MICHIGAN CAT PROFIT SHARING AND SAVINGS PLAN UNION
Plan identification number	001

MICHIGAN CAT PROFIT SHARING AND SAVINGS PLAN UNION 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

MICHIGAN TRACTOR & MACHINERY CO has sponsored the creation of one or more 401k plans.

Company Name: MICHIGAN TRACTOR & MACHINERY CO

Employer identification number (EIN): 380831325

NAIC Classification: 423800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHIGAN CAT PROFIT SHARING AND SAVINGS PLAN UNION

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 KARI CAMPBELL KARI CAMPBELL 2015-10-01
001 2013-01-01 DAVE BALDWIN DAVE BALDWIN 2014-10-10
001 2012-01-01 DAVE BALDWIN DAVE BALDWIN 2013-10-14
001 2011-01-01 DAVE BALDWIN DAVE BALDWIN 2012-10-09
001 2009-01-01 MARK MACGUIDWIN MARK MACGUIDWIN 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	KARI CAMPBELL	KARI CAMPBELL	2015-10-01
001	2013-01-01	DAVE BALDWIN	DAVE BALDWIN	2014-10-10
001	2012-01-01	DAVE BALDWIN	DAVE BALDWIN	2013-10-14
001	2011-01-01	DAVE BALDWIN	DAVE BALDWIN	2012-10-09
001	2009-01-01	MARK MACGUIDWIN	MARK MACGUIDWIN	2010-10-14

Plan Statistics for MICHIGAN CAT PROFIT SHARING AND SAVINGS PLAN UNION

401k plan membership statisitcs for MICHIGAN CAT PROFIT SHARING AND SAVINGS PLAN UNION

Measure Date Value
2014: MICHIGAN CAT PROFIT SHARING AND SAVINGS PLAN UNION 2014 401k membership
Total participants, beginning-of-year 2014-01-01 378
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 354
Number of retired or separated participants receiving benefits 2014-01-01 7
Number of other retired or separated participants entitled to future benefits 2014-01-01 52
Total of all active and inactive participants 2014-01-01 413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 413
Number of participants with account balances 2014-01-01 409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MICHIGAN CAT PROFIT SHARING AND SAVINGS PLAN UNION 2013 401k membership
Total participants, beginning-of-year 2013-01-01 366
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 320
Number of retired or separated participants receiving benefits 2013-01-01 6
Number of other retired or separated participants entitled to future benefits 2013-01-01 52
Total of all active and inactive participants 2013-01-01 378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 378
Number of participants with account balances 2013-01-01 375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MICHIGAN CAT PROFIT SHARING AND SAVINGS PLAN UNION 2012 401k membership
Total participants, beginning-of-year 2012-01-01 365
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 310
Number of retired or separated participants receiving benefits 2012-01-01 7
Number of other retired or separated participants entitled to future benefits 2012-01-01 49
Total of all active and inactive participants 2012-01-01 366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 366
Number of participants with account balances 2012-01-01 363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MICHIGAN CAT PROFIT SHARING AND SAVINGS PLAN UNION 2011 401k membership
Total participants, beginning-of-year 2011-01-01 352
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 298
Number of retired or separated participants receiving benefits 2011-01-01 9
Number of other retired or separated participants entitled to future benefits 2011-01-01 58
Total of all active and inactive participants 2011-01-01 365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 365
Number of participants with account balances 2011-01-01 361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: MICHIGAN CAT PROFIT SHARING AND SAVINGS PLAN UNION 2009 401k membership
Total participants, beginning-of-year 2009-01-01 386
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 287
Number of retired or separated participants receiving benefits 2009-01-01 8
Number of other retired or separated participants entitled to future benefits 2009-01-01 74
Total of all active and inactive participants 2009-01-01 369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 369
Number of participants with account balances 2009-01-01 369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: MICHIGAN CAT PROFIT SHARING AND SAVINGS PLAN UNION 2014 401k membership
Total participants, beginning-of-year	2014-01-01	378
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	354
Number of retired or separated participants receiving benefits	2014-01-01	7
Number of other retired or separated participants entitled to future benefits	2014-01-01	52
Total of all active and inactive participants	2014-01-01	413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	413
Number of participants with account balances	2014-01-01	409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MICHIGAN CAT PROFIT SHARING AND SAVINGS PLAN UNION 2013 401k membership
Total participants, beginning-of-year	2013-01-01	366
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	320
Number of retired or separated participants receiving benefits	2013-01-01	6
Number of other retired or separated participants entitled to future benefits	2013-01-01	52
Total of all active and inactive participants	2013-01-01	378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	378
Number of participants with account balances	2013-01-01	375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MICHIGAN CAT PROFIT SHARING AND SAVINGS PLAN UNION 2012 401k membership
Total participants, beginning-of-year	2012-01-01	365
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	310
Number of retired or separated participants receiving benefits	2012-01-01	7
Number of other retired or separated participants entitled to future benefits	2012-01-01	49
Total of all active and inactive participants	2012-01-01	366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	366
Number of participants with account balances	2012-01-01	363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MICHIGAN CAT PROFIT SHARING AND SAVINGS PLAN UNION 2011 401k membership
Total participants, beginning-of-year	2011-01-01	352
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	298
Number of retired or separated participants receiving benefits	2011-01-01	9
Number of other retired or separated participants entitled to future benefits	2011-01-01	58
Total of all active and inactive participants	2011-01-01	365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	365
Number of participants with account balances	2011-01-01	361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: MICHIGAN CAT PROFIT SHARING AND SAVINGS PLAN UNION 2009 401k membership
Total participants, beginning-of-year	2009-01-01	386
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	287
Number of retired or separated participants receiving benefits	2009-01-01	8
Number of other retired or separated participants entitled to future benefits	2009-01-01	74
Total of all active and inactive participants	2009-01-01	369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	369
Number of participants with account balances	2009-01-01	369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MICHIGAN CAT PROFIT SHARING AND SAVINGS PLAN UNION

Measure	Date	Value
2014 : MICHIGAN CAT PROFIT SHARING AND SAVINGS PLAN UNION 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$1
Total unrealized appreciation/depreciation of assets	2014-12-31	$1
Total transfer of assets from this plan	2014-12-31	$530,835
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$4,605,223
Total loss/gain on sale of assets	2014-12-31	$87,924
Total of all expenses incurred	2014-12-31	$2,056,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,044,333
Expenses. Certain deemed distributions of participant loans	2014-12-31	$0
Value of total corrective distributions	2014-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,200,405
Value of total assets at end of year	2014-12-31	$48,211,341
Value of total assets at beginning of year	2014-12-31	$46,193,308
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$12,022
Total interest from all sources	2014-12-31	$833,419
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$299,591
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$299,591
Administrative expenses professional fees incurred	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,589,966
Participant contributions at end of year	2014-12-31	$1,658,369
Participant contributions at beginning of year	2014-12-31	$1,552,907
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$26,160
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$23,847
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$34,072
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$2,312
Administrative expenses (other) incurred	2014-12-31	$15
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$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	2014-12-31	No
Value of net income/loss	2014-12-31	$2,548,868
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$48,211,341
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$46,193,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,864,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,713,918
Value of interest in pooled separate accounts at end of year	2014-12-31	$26,490,826
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$25,426,724
Interest on participant loans	2014-12-31	$66,161
Interest earned on other investments	2014-12-31	$767,258
Value of interest in common/collective trusts at end of year	2014-12-31	$0
Value of interest in common/collective trusts at beginning of year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$18,171,489
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$17,475,912
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-270,334
Net investment gain/loss from pooled separate accounts	2014-12-31	$1,451,905
Net investment gain or loss from common/collective trusts	2014-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Assets. Invements in employer securities at end of year	2014-12-31	$0
Assets. Invements in employer securities at beginning of year	2014-12-31	$0
Contributions received in cash from employer	2014-12-31	$576,367
Income. Dividends from common stock	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,044,333
Contract administrator fees	2014-12-31	$12,007
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$294,526
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$206,602
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BKD, LLP
Accountancy firm EIN	2014-12-31	440160260
2013 : MICHIGAN CAT PROFIT SHARING AND SAVINGS PLAN UNION 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$4
Total unrealized appreciation/depreciation of assets	2013-12-31	$4
Total transfer of assets to this plan	2013-12-31	$102
Total transfer of assets from this plan	2013-12-31	$1,045,171
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$7,792,539
Total loss/gain on sale of assets	2013-12-31	$151,063
Total of all expenses incurred	2013-12-31	$712,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$702,862
Expenses. Certain deemed distributions of participant loans	2013-12-31	$0
Value of total corrective distributions	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,724,876
Value of total assets at end of year	2013-12-31	$46,193,308
Value of total assets at beginning of year	2013-12-31	$40,158,390
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$9,690
Total interest from all sources	2013-12-31	$726,075
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$142,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$142,965
Administrative expenses professional fees incurred	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,320,488
Participant contributions at end of year	2013-12-31	$1,552,907
Participant contributions at beginning of year	2013-12-31	$1,632,044
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$23,847
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$17,546
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$44,400
Other income not declared elsewhere	2013-12-31	$4,857
Administrative expenses (other) incurred	2013-12-31	$15
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$7,079,987
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$46,193,308
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$40,158,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,713,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,229,267
Value of interest in pooled separate accounts at end of year	2013-12-31	$25,426,724
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$20,043,953
Interest on participant loans	2013-12-31	$67,777
Interest earned on other investments	2013-12-31	$658,298
Value of interest in common/collective trusts at end of year	2013-12-31	$0
Value of interest in common/collective trusts at beginning of year	2013-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$1,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$1,445
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$17,475,912
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$17,234,135
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$160,515
Net investment gain/loss from pooled separate accounts	2013-12-31	$4,882,184
Net investment gain or loss from common/collective trusts	2013-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Assets. Invements in employer securities at end of year	2013-12-31	$0
Assets. Invements in employer securities at beginning of year	2013-12-31	$0
Contributions received in cash from employer	2013-12-31	$359,988
Income. Dividends from common stock	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$702,862
Contract administrator fees	2013-12-31	$9,675
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$454,658
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$303,595
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BKD, LLP
Accountancy firm EIN	2013-12-31	440160260
2012 : MICHIGAN CAT PROFIT SHARING AND SAVINGS PLAN UNION 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$12
Total unrealized appreciation/depreciation of assets	2012-12-31	$12
Total transfer of assets to this plan	2012-12-31	$7,743
Total transfer of assets from this plan	2012-12-31	$125,104
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$4,915,944
Total loss/gain on sale of assets	2012-12-31	$87,188
Total of all expenses incurred	2012-12-31	$1,798,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,792,126
Expenses. Certain deemed distributions of participant loans	2012-12-31	$-7,801
Value of total corrective distributions	2012-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,523,464
Value of total assets at end of year	2012-12-31	$40,158,390
Value of total assets at beginning of year	2012-12-31	$38,651,026
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$13,945
Total interest from all sources	2012-12-31	$684,328
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$15,660
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$15,660
Administrative expenses professional fees incurred	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,149,439
Participant contributions at end of year	2012-12-31	$1,632,044
Participant contributions at beginning of year	2012-12-31	$1,492,949
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$17,546
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$17,512
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$27,348
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$0
Other income not declared elsewhere	2012-12-31	$1,478
Administrative expenses (other) incurred	2012-12-31	$15
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$3,117,674
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$40,158,390
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$38,651,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,229,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,418,367
Value of interest in pooled separate accounts at end of year	2012-12-31	$20,043,953
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$18,294,205
Interest on participant loans	2012-12-31	$69,642
Interest earned on other investments	2012-12-31	$614,686
Value of interest in common/collective trusts at end of year	2012-12-31	$0
Value of interest in common/collective trusts at beginning of year	2012-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$1,445
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$17,234,135
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$15,935,043
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$81,673
Net investment gain/loss from pooled separate accounts	2012-12-31	$2,522,141
Net investment gain or loss from common/collective trusts	2012-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Assets. Invements in employer securities at end of year	2012-12-31	$0
Assets. Invements in employer securities at beginning of year	2012-12-31	$0
Contributions received in cash from employer	2012-12-31	$346,677
Employer contributions (assets) at beginning of year	2012-12-31	$1,492,950
Income. Dividends from common stock	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,792,126
Contract administrator fees	2012-12-31	$13,930
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	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$1,181,939
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$1,094,751
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BKD
Accountancy firm EIN	2012-12-31	440160260
2011 : MICHIGAN CAT PROFIT SHARING AND SAVINGS PLAN UNION 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$44
Total unrealized appreciation/depreciation of assets	2011-12-31	$44
Total transfer of assets to this plan	2011-12-31	$35,521
Total transfer of assets from this plan	2011-12-31	$275,082
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,667,226
Total loss/gain on sale of assets	2011-12-31	$156,401
Total of all expenses incurred	2011-12-31	$2,275,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,255,945
Expenses. Certain deemed distributions of participant loans	2011-12-31	$7,801
Value of total corrective distributions	2011-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,365,742
Value of total assets at end of year	2011-12-31	$37,158,077
Value of total assets at beginning of year	2011-12-31	$38,006,308
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$12,150
Total interest from all sources	2011-12-31	$666,896
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$2,341
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$2,341
Administrative expenses professional fees incurred	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,039,965
Participant contributions at end of year	2011-12-31	$1,492,950
Participant contributions at beginning of year	2011-12-31	$1,552,939
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$17,512
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$29,683
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$378
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$0
Other income not declared elsewhere	2011-12-31	$-12,169
Administrative expenses (other) incurred	2011-12-31	$30
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-608,670
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$37,158,077
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$38,006,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,418,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,319,416
Value of interest in pooled separate accounts at end of year	2011-12-31	$18,294,205
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$18,932,634
Interest on participant loans	2011-12-31	$68,828
Interest earned on other investments	2011-12-31	$598,068
Value of interest in common/collective trusts at end of year	2011-12-31	$0
Value of interest in common/collective trusts at beginning of year	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$15,935,043
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$15,507,573
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-210,117
Net investment gain/loss from pooled separate accounts	2011-12-31	$-301,912
Net investment gain or loss from common/collective trusts	2011-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Assets. Invements in employer securities at end of year	2011-12-31	$0
Assets. Invements in employer securities at beginning of year	2011-12-31	$0
Contributions received in cash from employer	2011-12-31	$325,399
Employer contributions (assets) at beginning of year	2011-12-31	$664,063
Income. Dividends from common stock	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$2,255,945
Contract administrator fees	2011-12-31	$12,120
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$526,231
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$369,830
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BKD, LLP
Accountancy firm EIN	2011-12-31	440160260
2010 : MICHIGAN CAT PROFIT SHARING AND SAVINGS PLAN UNION 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$9
Total unrealized appreciation/depreciation of assets	2010-12-31	$9
Total transfer of assets from this plan	2010-12-31	$406,514
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$5,474,970
Total loss/gain on sale of assets	2010-12-31	$49,397
Total of all expenses incurred	2010-12-31	$2,137,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$2,123,145
Expenses. Certain deemed distributions of participant loans	2010-12-31	$0
Value of total corrective distributions	2010-12-31	$2,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,998,994
Value of total assets at end of year	2010-12-31	$38,006,308
Value of total assets at beginning of year	2010-12-31	$35,075,503
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$11,690
Total interest from all sources	2010-12-31	$740,113
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$1,644
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$1,644
Administrative expenses professional fees incurred	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$971,914
Participant contributions at end of year	2010-12-31	$1,552,939
Participant contributions at beginning of year	2010-12-31	$1,494,808
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$29,683
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$15,643
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$6,993
Administrative expenses (other) incurred	2010-12-31	$30
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$3,337,319
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$38,006,308
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$35,075,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,319,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,905,470
Value of interest in pooled separate accounts at end of year	2010-12-31	$18,932,634
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$15,745,619
Interest on participant loans	2010-12-31	$76,040
Interest earned on other investments	2010-12-31	$664,073
Value of interest in common/collective trusts at end of year	2010-12-31	$0
Value of interest in common/collective trusts at beginning of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$15,507,573
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$15,913,963
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$323,661
Net investment gain/loss from pooled separate accounts	2010-12-31	$2,354,159
Net investment gain or loss from common/collective trusts	2010-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at end of year	2010-12-31	$0
Assets. Invements in employer securities at beginning of year	2010-12-31	$0
Contributions received in cash from employer	2010-12-31	$1,027,080
Employer contributions (assets) at end of year	2010-12-31	$664,063
Income. Dividends from common stock	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$2,123,145
Contract administrator fees	2010-12-31	$11,660
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	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$2,135,446
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$2,086,049
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BKD, LLP
Accountancy firm EIN	2010-12-31	440160260

Form 5500 Responses for MICHIGAN CAT PROFIT SHARING AND SAVINGS PLAN UNION

2014: MICHIGAN CAT PROFIT SHARING AND SAVINGS PLAN UNION 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	Yes
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MICHIGAN CAT PROFIT SHARING AND SAVINGS PLAN UNION 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
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	Yes
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: MICHIGAN CAT PROFIT SHARING AND SAVINGS PLAN UNION 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	Yes
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: MICHIGAN CAT PROFIT SHARING AND SAVINGS PLAN UNION 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	Yes
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: MICHIGAN CAT PROFIT SHARING AND SAVINGS PLAN UNION 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	Yes
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

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Company Name:	MICHIGAN TRACTOR & MACHINERY CO
Employer identification number (EIN):	380831325
NAIC Classification:	423800