401k Plan data: ANDERSON LUBRICANT'S, INC. 401(K) PROFIT SHARING PLAN plan

ANDERSON LUBRICANT'S, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	ANDERSON LUBRICANT'S, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

ANDERSON LUBRICANT'S, INC. 401(K) PROFIT SHARING 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ANDERSON LUBRICANTS, INC. has sponsored the creation of one or more 401k plans.

Company Name: ANDERSON LUBRICANTS, INC.

Employer identification number (EIN): 391225079

NAIC Classification: 424700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANDERSON LUBRICANT'S, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 SCOT MILROY
001 2014-01-01 SCOT MILROY 2015-07-02
001 2013-01-01 SCOT MILROY 2015-07-01
001 2012-01-01 SCOT MILROY 2015-07-01
001 2011-01-01 SCOT MILROY 2012-02-17
001 2010-01-01 SCOT MILROY 2011-02-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2015-01-01	SCOT MILROY
001	2014-01-01	SCOT MILROY	2015-07-02
001	2013-01-01	SCOT MILROY	2015-07-01
001	2012-01-01	SCOT MILROY	2015-07-01
001	2011-01-01	SCOT MILROY	2012-02-17
001	2010-01-01	SCOT MILROY	2011-02-22

Plan Statistics for ANDERSON LUBRICANT'S, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ANDERSON LUBRICANT'S, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: ANDERSON LUBRICANT'S, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2015: ANDERSON LUBRICANT'S, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on ANDERSON LUBRICANT'S, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2015 : ANDERSON LUBRICANT'S, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-11-11	$0
Total transfer of assets from this plan	2015-11-11	$3,272,647
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-11-11	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-11-11	$0
Total income from all sources (including contributions)	2015-11-11	$470,321
Total loss/gain on sale of assets	2015-11-11	$0
Total of all expenses incurred	2015-11-11	$683,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-11-11	$681,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-11-11	$312,259
Value of total assets at end of year	2015-11-11	$0
Value of total assets at beginning of year	2015-11-11	$3,485,882
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-11-11	$2,305
Total interest from all sources	2015-11-11	$2,630
Total dividends received (eg from common stock, registered investment company shares)	2015-11-11	$23,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-11-11	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2015-11-11	$0
Total dividends received from registered investment company shares (eg mutual funds)	2015-11-11	$23,130
Was this plan covered by a fidelity bond	2015-11-11	Yes
Value of fidelity bond cover	2015-11-11	$1,000,000
If this is an individual account plan, was there a blackout period	2015-11-11	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-11-11	$0
Were there any nonexempt tranactions with any party-in-interest	2015-11-11	No
Contributions received from participants	2015-11-11	$231,658
Participant contributions at end of year	2015-11-11	$0
Participant contributions at beginning of year	2015-11-11	$129,874
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-11-11	No
Value of net income/loss	2015-11-11	$-213,235
Value of net assets at end of year (total assets less liabilities)	2015-11-11	$0
Value of net assets at beginning of year (total assets less liabilities)	2015-11-11	$3,485,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-11-11	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-11-11	No
Were any leases to which the plan was party in default or uncollectible	2015-11-11	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-11-11	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-11-11	$3,356,008
Income. Interest from loans (other than to participants)	2015-11-11	$2,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-11-11	$132,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-11-11	No
Was there a failure to transmit to the plan any participant contributions	2015-11-11	No
Has the plan failed to provide any benefit when due under the plan	2015-11-11	No
Contributions received in cash from employer	2015-11-11	$80,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-11-11	$681,251
Contract administrator fees	2015-11-11	$2,305
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	2015-11-11	Yes
Did the plan have assets held for investment	2015-11-11	No
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	2015-11-11	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-11-11	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-11-11	Yes
Opinion of an independent qualified public accountant for this plan	2015-11-11	Disclaimer
Accountancy firm name	2015-11-11	MCDONALD DOHERTY & CO
Accountancy firm EIN	2015-11-11	363608693

Form 5500 Responses for ANDERSON LUBRICANT'S, INC. 401(K) PROFIT SHARING PLAN

2015: ANDERSON LUBRICANT'S, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

45064

Policy instance

Insurance contract or identification number	45064
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-11-11
Total amount of commissions paid to insurance broker	USD $268
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?	No
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 $134
Insurance broker organization code?	3
Insurance broker name	WILLIAM CHARLES WATSON

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Company Name:	ANDERSON LUBRICANTS, INC.
Employer identification number (EIN):	391225079
NAIC Classification:	424700