401k Plan data: R & J TOOLS, INC. RETIREMENT PLAN plan

R & J TOOLS, INC. RETIREMENT PLAN 401k Plan overview

Plan Name	R & J TOOLS, INC. RETIREMENT PLAN
Plan identification number	001

R & J TOOLS, INC. RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Participant-directed brokerage accounts provided as an investment option under the plan.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

R & J TOOLS, INC. has sponsored the creation of one or more 401k plans.

Company Name: R & J TOOLS, INC.

Employer identification number (EIN): 454268362

NAIC Classification: 332210

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R & J TOOLS, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 RAY A. FRITZ SR.
001 2014-01-01 RAY A. FRITZ SR.
001 2013-01-01 RAY A. FRITZ SR.
001 2012-01-15 RAY A. FRITZ SR.

Plan id#	Filing Submission Date	Name of Administrator
001	2015-01-01	RAY A. FRITZ SR.
001	2014-01-01	RAY A. FRITZ SR.
001	2013-01-01	RAY A. FRITZ SR.
001	2012-01-15	RAY A. FRITZ SR.

Plan Statistics for R & J TOOLS, INC. RETIREMENT PLAN

401k plan membership statisitcs for R & J TOOLS, INC. RETIREMENT PLAN

Measure Date Value
2015: R & J TOOLS, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1
Number of participants with account balances 2015-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: R & J TOOLS, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1
Number of participants with account balances 2014-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: R & J TOOLS, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1
Number of participants with account balances 2013-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: R & J TOOLS, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-15 1
Total number of active participants reported on line 7a of the Form 5500 2012-01-15 1
Number of retired or separated participants receiving benefits 2012-01-15 0
Number of other retired or separated participants entitled to future benefits 2012-01-15 0
Total of all active and inactive participants 2012-01-15 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-15 0
Total participants 2012-01-15 1
Number of participants with account balances 2012-01-15 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-15 0

Measure	Date	Value
2015: R & J TOOLS, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1
Number of participants with account balances	2015-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: R & J TOOLS, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1
Number of participants with account balances	2014-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: R & J TOOLS, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1
Number of participants with account balances	2013-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: R & J TOOLS, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-15	1
Total number of active participants reported on line 7a of the Form 5500	2012-01-15	1
Number of retired or separated participants receiving benefits	2012-01-15	0
Number of other retired or separated participants entitled to future benefits	2012-01-15	0
Total of all active and inactive participants	2012-01-15	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-15	0
Total participants	2012-01-15	1
Number of participants with account balances	2012-01-15	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-15	0

Financial Data on R & J TOOLS, INC. RETIREMENT PLAN

Measure	Date	Value
2015 : R & J TOOLS, INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-29,467
Expenses. Total of all expenses incurred	2015-12-31	$0
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$57,100
Total plan assets at beginning of year	2015-12-31	$86,567
Value of fidelity bond covering the plan	2015-12-31	$30,000
Total contributions received or receivable from participants	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-29,467
Net income (gross income less expenses)	2015-12-31	$-29,467
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$57,100
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$86,567
Assets. Value of employer securities	2015-12-31	$56,100
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : R & J TOOLS, INC. RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$-7,433
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$86,567
Total plan assets at beginning of year	2014-12-31	$94,000
Value of fidelity bond covering the plan	2014-12-31	$30,000
Total contributions received or receivable from participants	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$-7,433
Net income (gross income less expenses)	2014-12-31	$-7,433
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$86,567
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$94,000
Assets. Value of employer securities	2014-12-31	$85,567
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : R & J TOOLS, INC. RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$-15,000
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$94,000
Total plan assets at beginning of year	2013-12-31	$109,000
Value of fidelity bond covering the plan	2013-12-31	$30,000
Total contributions received or receivable from participants	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$-15,000
Net income (gross income less expenses)	2013-12-31	$-15,000
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$94,000
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$109,000
Assets. Value of employer securities	2013-12-31	$93,000
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : R & J TOOLS, INC. RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$109,025
Expenses. Total of all expenses incurred	2012-12-31	$25
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$109,000
Value of fidelity bond covering the plan	2012-12-31	$30,000
Total contributions received or receivable from participants	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$108,798
Other income received	2012-12-31	$227
Net income (gross income less expenses)	2012-12-31	$109,000
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$109,000
Assets. Value of employer securities	2012-12-31	$108,000
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$25

Form 5500 Responses for R & J TOOLS, INC. RETIREMENT PLAN

2015: R & J TOOLS, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: R & J TOOLS, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: R & J TOOLS, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: R & J TOOLS, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-01-15	Type of plan entity	Single employer plan
2012-01-15	First time form 5500 has been submitted	Yes
2012-01-15	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-01-15	Plan funding arrangement – Trust	Yes
2012-01-15	Plan benefit arrangement - Trust	Yes

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Company Name:	R & J TOOLS, INC.
Employer identification number (EIN):	454268362
NAIC Classification:	332210