401k Plan data: THE RIGHT TRACK PROFIT SHARING PLAN plan

THE RIGHT TRACK PROFIT SHARING PLAN 401k Plan overview

Plan Name	THE RIGHT TRACK PROFIT SHARING PLAN
Plan identification number	001

THE RIGHT TRACK PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE RIGHT TRACK has sponsored the creation of one or more 401k plans.

Company Name: THE RIGHT TRACK

Employer identification number (EIN): 521843021

NAIC Classification: 423200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE RIGHT TRACK PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 LINDA S MATHIEU, PRES. TEFRA, INC 2017-10-16
001 2015-01-01 LINDA S MATHIEU, PRES. TEFRA, INC 2016-07-13
001 2014-01-01 LINDA S MATHIEU, PRES. TEFRA, INC 2015-10-15
001 2013-01-01 LINDA S MATHIEU, PRES. TEFRA, INC 2014-10-15
001 2012-01-01 LINDA S MATHIEU, PRES. TEFRA, INC 2013-07-27
001 2011-01-01 LINDA S. MATHIEU, CPA
001 2009-01-01 LINDA S. MATHIEU, PRES.

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2016-01-01	LINDA S MATHIEU, PRES. TEFRA, INC	2017-10-16
001	2015-01-01	LINDA S MATHIEU, PRES. TEFRA, INC	2016-07-13
001	2014-01-01	LINDA S MATHIEU, PRES. TEFRA, INC	2015-10-15
001	2013-01-01	LINDA S MATHIEU, PRES. TEFRA, INC	2014-10-15
001	2012-01-01	LINDA S MATHIEU, PRES. TEFRA, INC	2013-07-27
001	2011-01-01	LINDA S. MATHIEU, CPA
001	2009-01-01	LINDA S. MATHIEU, PRES.

Plan Statistics for THE RIGHT TRACK PROFIT SHARING PLAN

401k plan membership statisitcs for THE RIGHT TRACK PROFIT SHARING PLAN

Measure Date Value
2011: THE RIGHT TRACK PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10
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 3
Total of all active and inactive participants 2011-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 13
Number of participants with account balances 2011-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: THE RIGHT TRACK PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 15
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 18
Number of participants with account balances 2009-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2011: THE RIGHT TRACK PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10
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	3
Total of all active and inactive participants	2011-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	13
Number of participants with account balances	2011-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: THE RIGHT TRACK PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	15
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	18
Number of participants with account balances	2009-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on THE RIGHT TRACK PROFIT SHARING PLAN

Measure	Date	Value
2011 : THE RIGHT TRACK PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$13,702
Expenses. Total of all expenses incurred	2011-12-31	$2,711
Benefits paid (including direct rollovers)	2011-12-31	$859
Total plan assets at end of year	2011-12-31	$278,783
Total plan assets at beginning of year	2011-12-31	$267,792
Value of fidelity bond covering the plan	2011-12-31	$75,000
Assets. Value of tangible personal property	2011-12-31	$0
Total contributions received or receivable from participants	2011-12-31	$7,737
Assets. Value of loans (other than to participants)	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$5,965
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$10,991
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$278,783
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$267,792
Assets. Value of participant loans	2011-12-31	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2011-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2011-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$0
Assets. Value of real-estate (other than employer real property)	2011-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2011-12-31	$0
Assets. Value of employer securities	2011-12-31	$0
Assets. Value of employer real property	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,852
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2011-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : THE RIGHT TRACK PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$26,852
Expenses. Total of all expenses incurred	2010-12-31	$294,686
Benefits paid (including direct rollovers)	2010-12-31	$292,584
Total plan assets at end of year	2010-12-31	$267,792
Total plan assets at beginning of year	2010-12-31	$535,626
Value of fidelity bond covering the plan	2010-12-31	$75,000
Assets. Value of tangible personal property	2010-12-31	$0
Total contributions received or receivable from participants	2010-12-31	$9,135
Assets. Value of loans (other than to participants)	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$17,717
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$-267,834
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$267,792
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$535,626
Assets. Value of participant loans	2010-12-31	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2010-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2010-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$0
Assets. Value of real-estate (other than employer real property)	2010-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2010-12-31	$0
Assets. Value of employer securities	2010-12-31	$0
Assets. Value of employer real property	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,102
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2010-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : THE RIGHT TRACK PROFIT SHARING PLAN 2009 401k financial data
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2009-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE RIGHT TRACK PROFIT SHARING PLAN

2011: THE RIGHT TRACK PROFIT SHARING 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE RIGHT TRACK PROFIT SHARING PLAN 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	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE RIGHT TRACK
Employer identification number (EIN):	521843021
NAIC Classification:	423200