401k Plan data: M & I (MANAGEMENT & INTEGRATION) 401(K) PLAN plan

M & I (MANAGEMENT & INTEGRATION) 401(K) PLAN 401k Plan overview

Plan Name	M & I (MANAGEMENT & INTEGRATION) 401(K) PLAN
Plan identification number	001

M & I (MANAGEMENT & INTEGRATION) 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WSMS-MK LLC has sponsored the creation of one or more 401k plans.

Company Name: WSMS-MK LLC

Employer identification number (EIN): 820516274

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan M & I (MANAGEMENT & INTEGRATION) 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 DOM SANSOTTA CHARLES MALARKEY 2014-07-24
001 2012-01-01 DOM SANSOTTA CHARLES MALARKEY 2013-10-04
001 2011-01-01 DOM SANSOTTA CHARLES MALARKEY 2012-10-05
001 2010-01-01 KELLI SCHIFFERER CHARLES MALARKEY 2011-07-28
001 2009-01-01 TED MYERS 2010-10-06
001 2009-01-01 KELLI SCHIFFERER TED MYERS 2010-10-07

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	DOM SANSOTTA	CHARLES MALARKEY	2014-07-24
001	2012-01-01	DOM SANSOTTA	CHARLES MALARKEY	2013-10-04
001	2011-01-01	DOM SANSOTTA	CHARLES MALARKEY	2012-10-05
001	2010-01-01	KELLI SCHIFFERER	CHARLES MALARKEY	2011-07-28
001	2009-01-01		TED MYERS	2010-10-06
001	2009-01-01	KELLI SCHIFFERER	TED MYERS	2010-10-07

Plan Statistics for M & I (MANAGEMENT & INTEGRATION) 401(K) PLAN

401k plan membership statisitcs for M & I (MANAGEMENT & INTEGRATION) 401(K) PLAN

Measure Date Value
2013: M & I (MANAGEMENT & INTEGRATION) 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: M & I (MANAGEMENT & INTEGRATION) 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
Number of retired or separated participants receiving benefits 2012-01-01 6
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 10
Number of participants with account balances 2012-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: M & I (MANAGEMENT & INTEGRATION) 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 0
Number of retired or separated participants receiving benefits 2011-01-01 6
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 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 11
Number of participants with account balances 2011-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: M & I (MANAGEMENT & INTEGRATION) 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 0
Number of retired or separated participants receiving benefits 2010-01-01 9
Number of other retired or separated participants entitled to future benefits 2010-01-01 5
Total of all active and inactive participants 2010-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 14
Number of participants with account balances 2010-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: M & I (MANAGEMENT & INTEGRATION) 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 0
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 17
Total of all active and inactive participants 2009-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 17
Number of participants with account balances 2009-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: M & I (MANAGEMENT & INTEGRATION) 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: M & I (MANAGEMENT & INTEGRATION) 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
Number of retired or separated participants receiving benefits	2012-01-01	6
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	10
Number of participants with account balances	2012-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: M & I (MANAGEMENT & INTEGRATION) 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	0
Number of retired or separated participants receiving benefits	2011-01-01	6
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	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	11
Number of participants with account balances	2011-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: M & I (MANAGEMENT & INTEGRATION) 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	0
Number of retired or separated participants receiving benefits	2010-01-01	9
Number of other retired or separated participants entitled to future benefits	2010-01-01	5
Total of all active and inactive participants	2010-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	14
Number of participants with account balances	2010-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: M & I (MANAGEMENT & INTEGRATION) 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	0
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	17
Total of all active and inactive participants	2009-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	17
Number of participants with account balances	2009-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on M & I (MANAGEMENT & INTEGRATION) 401(K) PLAN

Measure	Date	Value
2013 : M & I (MANAGEMENT & INTEGRATION) 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-10-31	$-845,136
Total income from all sources	2013-10-31	$1,368
Expenses. Total of all expenses incurred	2013-10-31	$0
Total plan assets at end of year	2013-10-31	$0
Total plan assets at beginning of year	2013-10-31	$843,768
Value of fidelity bond covering the plan	2013-10-31	$500,000
Other income received	2013-10-31	$1,368
Net income (gross income less expenses)	2013-10-31	$1,368
Net plan assets at end of year (total assets less liabilities)	2013-10-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-10-31	$843,768
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-10-31	$0
2012 : M & I (MANAGEMENT & INTEGRATION) 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$31,361
Expenses. Total of all expenses incurred	2012-12-31	$11,587
Benefits paid (including direct rollovers)	2012-12-31	$11,512
Total plan assets at end of year	2012-12-31	$843,768
Total plan assets at beginning of year	2012-12-31	$823,994
Value of fidelity bond covering the plan	2012-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$75
Other income received	2012-12-31	$31,361
Net income (gross income less expenses)	2012-12-31	$19,774
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$843,768
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$823,994
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : M & I (MANAGEMENT & INTEGRATION) 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$23,493
Expenses. Total of all expenses incurred	2011-12-31	$5,681
Benefits paid (including direct rollovers)	2011-12-31	$5,656
Total plan assets at end of year	2011-12-31	$823,994
Total plan assets at beginning of year	2011-12-31	$806,182
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$25
Other income received	2011-12-31	$23,493
Net income (gross income less expenses)	2011-12-31	$17,812
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$823,994
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$806,182
Total contributions received or receivable from employer(s)	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 : M & I (MANAGEMENT & INTEGRATION) 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$51,042
Expenses. Total of all expenses incurred	2010-12-31	$626
Benefits paid (including direct rollovers)	2010-12-31	$626
Total plan assets at end of year	2010-12-31	$806,182
Total plan assets at beginning of year	2010-12-31	$755,766
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Other income received	2010-12-31	$51,042
Net income (gross income less expenses)	2010-12-31	$50,416
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$806,182
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$755,766
Assets. Value of participant loans	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 : M & I (MANAGEMENT & INTEGRATION) 401(K) PLAN 2009 401k financial data
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 M & I (MANAGEMENT & INTEGRATION) 401(K) PLAN

2013: M & I (MANAGEMENT & INTEGRATION) 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: M & I (MANAGEMENT & INTEGRATION) 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	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: M & I (MANAGEMENT & INTEGRATION) 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	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: M & I (MANAGEMENT & INTEGRATION) 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	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: M & I (MANAGEMENT & INTEGRATION) 401(K) 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	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WSMS-MK LLC
Employer identification number (EIN):	820516274
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations