401k Plan data: THE MICHAEL COMPANIES 401(K) PLAN plan

THE MICHAEL COMPANIES 401(K) PLAN 401k Plan overview

Plan Name	THE MICHAEL COMPANIES 401(K) PLAN
Plan identification number	001

THE MICHAEL COMPANIES 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

THE MICHAEL COMPANIES, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE MICHAEL COMPANIES, INC.

Employer identification number (EIN): 520983187

NAIC Classification: 531310

Additional information about THE MICHAEL COMPANIES, INC.

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 2004-10-22

Company Identification Number: F160519

Legal Registered Office Address: 50 CATOCTIN CIRCLE, NE, STE. 303

LEESBURG
United States of America (USA)
20176

More information about THE MICHAEL COMPANIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE MICHAEL COMPANIES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ARLENE WRIGHT 2023-07-25 ARLENE WRIGHT 2023-07-25
001 2021-01-01 GARY MICHAEL 2022-07-14 GARY MICHAEL 2022-07-14
001 2020-01-01 GARY MICHAEL 2021-07-26
001 2019-01-01 GARY MICHAEL 2020-06-30
001 2018-01-01 GARY MICHAEL 2019-07-29
001 2017-01-01 GARY MICHAEL 2018-07-30
001 2016-01-01 GARY MICHAEL 2017-07-21
001 2015-01-01 GARU MICHAEL 2016-07-22
001 2014-01-01 GARY MICHAEL
001 2013-01-01 GARY MICHAEL
001 2012-01-01 GARY MICHAEL
001 2011-01-01 GARY MICHAEL
001 2010-01-01 GARY MICHAEL
001 2007-01-01 GARY MICHAEL
001 2006-01-01 GARY MICHAEL

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	ARLENE WRIGHT	2023-07-25	ARLENE WRIGHT	2023-07-25
001	2021-01-01	GARY MICHAEL	2022-07-14	GARY MICHAEL	2022-07-14
001	2020-01-01	GARY MICHAEL	2021-07-26
001	2019-01-01	GARY MICHAEL	2020-06-30
001	2018-01-01	GARY MICHAEL	2019-07-29
001	2017-01-01	GARY MICHAEL	2018-07-30
001	2016-01-01	GARY MICHAEL	2017-07-21
001	2015-01-01	GARU MICHAEL	2016-07-22
001	2014-01-01	GARY MICHAEL
001	2013-01-01	GARY MICHAEL
001	2012-01-01	GARY MICHAEL
001	2011-01-01	GARY MICHAEL
001	2010-01-01	GARY MICHAEL
001	2007-01-01	GARY MICHAEL
001	2006-01-01	GARY MICHAEL

Plan Statistics for THE MICHAEL COMPANIES 401(K) PLAN

401k plan membership statisitcs for THE MICHAEL COMPANIES 401(K) PLAN

Measure Date Value
2014: THE MICHAEL COMPANIES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 35
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 6
Total of all active and inactive participants 2014-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 41
Number of participants with account balances 2014-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE MICHAEL COMPANIES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 38
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 4
Total of all active and inactive participants 2013-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 42
Number of participants with account balances 2013-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 4
2012: THE MICHAEL COMPANIES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 37
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 9
Total of all active and inactive participants 2012-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 46
Number of participants with account balances 2012-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 4
2011: THE MICHAEL COMPANIES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 32
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 5
Total of all active and inactive participants 2011-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 37
Number of participants with account balances 2011-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: THE MICHAEL COMPANIES 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 39
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 39
Number of participants with account balances 2010-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2007: THE MICHAEL COMPANIES 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 29
Number of retired or separated participants receiving benefits 2007-01-01 3
Number of other retired or separated participants entitled to future benefits 2007-01-01 11
Total of all active and inactive participants 2007-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 43
Number of participants with account balances 2007-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 5
2006: THE MICHAEL COMPANIES 401(K) PLAN 2006 401k membership
Total participants, beginning-of-year 2006-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2006-01-01 30
Number of retired or separated participants receiving benefits 2006-01-01 2
Number of other retired or separated participants entitled to future benefits 2006-01-01 10
Total of all active and inactive participants 2006-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2006-01-01 0
Total participants 2006-01-01 42
Number of participants with account balances 2006-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2006-01-01 4

Measure	Date	Value
2014: THE MICHAEL COMPANIES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	35
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	6
Total of all active and inactive participants	2014-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	41
Number of participants with account balances	2014-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE MICHAEL COMPANIES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	38
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	4
Total of all active and inactive participants	2013-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	42
Number of participants with account balances	2013-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	4
2012: THE MICHAEL COMPANIES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	37
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	9
Total of all active and inactive participants	2012-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	46
Number of participants with account balances	2012-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	4
2011: THE MICHAEL COMPANIES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	32
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	5
Total of all active and inactive participants	2011-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	37
Number of participants with account balances	2011-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: THE MICHAEL COMPANIES 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	39
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	39
Number of participants with account balances	2010-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2007: THE MICHAEL COMPANIES 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	29
Number of retired or separated participants receiving benefits	2007-01-01	3
Number of other retired or separated participants entitled to future benefits	2007-01-01	11
Total of all active and inactive participants	2007-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	43
Number of participants with account balances	2007-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	5
2006: THE MICHAEL COMPANIES 401(K) PLAN 2006 401k membership
Total participants, beginning-of-year	2006-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2006-01-01	30
Number of retired or separated participants receiving benefits	2006-01-01	2
Number of other retired or separated participants entitled to future benefits	2006-01-01	10
Total of all active and inactive participants	2006-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2006-01-01	0
Total participants	2006-01-01	42
Number of participants with account balances	2006-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2006-01-01	4

Financial Data on THE MICHAEL COMPANIES 401(K) PLAN

Measure	Date	Value
2014 : THE MICHAEL COMPANIES 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$8
Total income from all sources	2014-12-31	$633,668
Expenses. Total of all expenses incurred	2014-12-31	$790,195
Benefits paid (including direct rollovers)	2014-12-31	$786,480
Total plan assets at end of year	2014-12-31	$3,831,876
Total plan assets at beginning of year	2014-12-31	$3,988,395
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$110,041
Expenses. Other expenses not covered elsewhere	2014-12-31	$3,715
Contributions received from other sources (not participants or employers)	2014-12-31	$44,452
Other income received	2014-12-31	$240,120
Net income (gross income less expenses)	2014-12-31	$-156,527
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,831,876
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,988,395
Assets. Value of participant loans	2014-12-31	$84,316
Total contributions received or receivable from employer(s)	2014-12-31	$239,055
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : THE MICHAEL COMPANIES 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$258
Total income from all sources	2013-12-31	$912,055
Expenses. Total of all expenses incurred	2013-12-31	$36,383
Benefits paid (including direct rollovers)	2013-12-31	$32,517
Total plan assets at end of year	2013-12-31	$3,988,395
Total plan assets at beginning of year	2013-12-31	$3,112,465
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$106,629
Expenses. Other expenses not covered elsewhere	2013-12-31	$3,866
Contributions received from other sources (not participants or employers)	2013-12-31	$1,269
Other income received	2013-12-31	$625,918
Net income (gross income less expenses)	2013-12-31	$875,672
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,988,395
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,112,465
Assets. Value of participant loans	2013-12-31	$77,635
Total contributions received or receivable from employer(s)	2013-12-31	$178,239
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : THE MICHAEL COMPANIES 401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total income from all sources	2012-12-31	$439,215
Expenses. Total of all expenses incurred	2012-12-31	$111,975
Benefits paid (including direct rollovers)	2012-12-31	$108,912
Total plan assets at end of year	2012-12-31	$3,112,465
Total plan assets at beginning of year	2012-12-31	$2,785,225
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$95,125
Expenses. Other expenses not covered elsewhere	2012-12-31	$3,063
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$317,918
Net income (gross income less expenses)	2012-12-31	$327,240
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,112,465
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,785,225
Assets. Value of participant loans	2012-12-31	$72,370
Total contributions received or receivable from employer(s)	2012-12-31	$26,172
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : THE MICHAEL COMPANIES 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total income from all sources	2011-12-31	$161,028
Expenses. Total of all expenses incurred	2011-12-31	$61,064
Benefits paid (including direct rollovers)	2011-12-31	$58,040
Total plan assets at end of year	2011-12-31	$2,785,225
Total plan assets at beginning of year	2011-12-31	$2,685,261
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$87,212
Expenses. Other expenses not covered elsewhere	2011-12-31	$3,024
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$51,707
Net income (gross income less expenses)	2011-12-31	$99,964
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,785,225
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,685,261
Assets. Value of participant loans	2011-12-31	$74,001
Total contributions received or receivable from employer(s)	2011-12-31	$22,109
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : THE MICHAEL COMPANIES 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$395,673
Expenses. Total of all expenses incurred	2010-12-31	$197,271
Benefits paid (including direct rollovers)	2010-12-31	$192,038
Total plan assets at end of year	2010-12-31	$2,685,261
Total plan assets at beginning of year	2010-12-31	$2,486,859
Value of fidelity bond covering the plan	2010-12-31	$552,000
Total contributions received or receivable from participants	2010-12-31	$84,584
Expenses. Other expenses not covered elsewhere	2010-12-31	$5,233
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$286,787
Net income (gross income less expenses)	2010-12-31	$198,402
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,685,261
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,486,859
Assets. Value of participant loans	2010-12-31	$65,946
Total contributions received or receivable from employer(s)	2010-12-31	$24,302
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2006 : THE MICHAEL COMPANIES 401(K) PLAN 2006 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2006-12-31	$0

Form 5500 Responses for THE MICHAEL COMPANIES 401(K) PLAN

2014: THE MICHAEL COMPANIES 401(K) PLAN 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	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: THE MICHAEL COMPANIES 401(K) PLAN 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	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: THE MICHAEL COMPANIES 401(K) PLAN 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	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: THE MICHAEL COMPANIES 401(K) PLAN 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	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: THE MICHAEL COMPANIES 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2007: THE MICHAEL COMPANIES 401(K) PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes
2006: THE MICHAEL COMPANIES 401(K) PLAN 2006 form 5500 responses
2006-01-01	Type of plan entity	Single employer plan
2006-01-01	Submission has been amended	No
2006-01-01	This submission is the final filing	No
2006-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-01-01	Plan is a collectively bargained plan	No
2006-01-01	Plan funding arrangement – Trust	Yes
2006-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-823479

Policy instance

Insurance contract or identification number	GA-823479
Number of Individuals Covered	38
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $8,548
Total amount of fees paid to insurance company	USD $1,499
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,548
Insurance broker organization code?	3
Amount paid for insurance broker fees	1499
Additional information about fees paid to insurance broker	SALES/MARKETING
Insurance broker name	MERRILL LYNCH, PIERCE, FENNER &

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-823479

Policy instance

Insurance contract or identification number	GA-823479
Number of Individuals Covered	38
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $7,368
Total amount of fees paid to insurance company	USD $1,288
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,368
Insurance broker organization code?	3
Amount paid for insurance broker fees	1288
Additional information about fees paid to insurance broker	SALES/MARKETING
Insurance broker name	MERRILL LYNCH PIERCE FENNER SMITH I

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-823479

Policy instance

Insurance contract or identification number	GA-823479
Number of Individuals Covered	37
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $7,032
Total amount of fees paid to insurance company	USD $1,126
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,032
Insurance broker organization code?	3
Amount paid for insurance broker fees	1126
Additional information about fees paid to insurance broker	SALES/MARKETING
Insurance broker name	MERRILL LYNCH PIERCE FENNER SMITH I

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-823479

Policy instance

Insurance contract or identification number	GA-823479
Number of Individuals Covered	37
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $459
Total amount of fees paid to insurance company	USD $1,278
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-823479

Policy instance

Insurance contract or identification number	GA-823479
Number of Individuals Covered	39
Insurance policy start date	2010-11-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $12,670
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,670
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY

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Company Name:	THE MICHAEL COMPANIES, INC.
Employer identification number (EIN):	520983187
NAIC Classification:	531310

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	2004-10-22
Company Identification Number:	F160519
Legal Registered Office Address:	50 CATOCTIN CIRCLE, NE, STE. 303 LEESBURG United States of America (USA) 20176