401k Plan data: TAYLOR VALVE TECHNOLOGY, INC. SAVINGS INCENTIVE PLAN plan

TAYLOR VALVE TECHNOLOGY, INC. SAVINGS INCENTIVE PLAN 401k Plan overview

Plan Name	TAYLOR VALVE TECHNOLOGY, INC. SAVINGS INCENTIVE PLAN
Plan identification number	001

TAYLOR VALVE TECHNOLOGY, INC. SAVINGS INCENTIVE 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
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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TAYLOR VALVE TECHNOLOGY, INC. has sponsored the creation of one or more 401k plans.

Company Name: TAYLOR VALVE TECHNOLOGY, INC.

Employer identification number (EIN): 730744522

NAIC Classification: 332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAYLOR VALVE TECHNOLOGY, INC. SAVINGS INCENTIVE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JOHN ANSAY 2023-08-24
001 2021-01-01 JOHN ANSAY 2022-08-11
001 2020-01-01 JOHN ANSAY 2021-07-21
001 2018-01-01 JOHN ANSAY 2019-07-12
001 2017-01-01 JOHN ANSAY 2018-07-12
001 2016-01-01 JOHN ANSAY
001 2015-01-01 JOHN ANSAY
001 2014-01-01 VICKI AUSTIN
001 2013-01-01 VICKI AUSTIN
001 2012-01-01 VICKI AUSTIN
001 2010-01-01 MEGAN GRUBB 2011-06-07 JULIAN TAYLOR 2011-06-07
001 2008-01-01 JAY HUDSON
001 2007-01-01 JAY HUDSON
001 2006-01-01 MEGAN GRUBB

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	JOHN ANSAY	2023-08-24
001	2021-01-01	JOHN ANSAY	2022-08-11
001	2020-01-01	JOHN ANSAY	2021-07-21
001	2018-01-01	JOHN ANSAY	2019-07-12
001	2017-01-01	JOHN ANSAY	2018-07-12
001	2016-01-01	JOHN ANSAY
001	2015-01-01	JOHN ANSAY
001	2014-01-01	VICKI AUSTIN
001	2013-01-01	VICKI AUSTIN
001	2012-01-01	VICKI AUSTIN
001	2010-01-01	MEGAN GRUBB	2011-06-07	JULIAN TAYLOR	2011-06-07
001	2008-01-01	JAY HUDSON
001	2007-01-01	JAY HUDSON
001	2006-01-01	MEGAN GRUBB

Plan Statistics for TAYLOR VALVE TECHNOLOGY, INC. SAVINGS INCENTIVE PLAN

401k plan membership statisitcs for TAYLOR VALVE TECHNOLOGY, INC. SAVINGS INCENTIVE PLAN

Measure Date Value
2016: TAYLOR VALVE TECHNOLOGY, INC. SAVINGS INCENTIVE PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 62
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 16
Total of all active and inactive participants 2016-01-01 78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 78
Number of participants with account balances 2016-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: TAYLOR VALVE TECHNOLOGY, INC. SAVINGS INCENTIVE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 86
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 44
Total of all active and inactive participants 2015-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 130
Number of participants with account balances 2015-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: TAYLOR VALVE TECHNOLOGY, INC. SAVINGS INCENTIVE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 87
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 46
Total of all active and inactive participants 2014-01-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 133
Number of participants with account balances 2014-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: TAYLOR VALVE TECHNOLOGY, INC. SAVINGS INCENTIVE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 128
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 46
Total of all active and inactive participants 2013-01-01 174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 174
Number of participants with account balances 2013-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 21
2012: TAYLOR VALVE TECHNOLOGY, INC. SAVINGS INCENTIVE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 86
Number of retired or separated participants receiving benefits 2012-01-01 3
Number of other retired or separated participants entitled to future benefits 2012-01-01 50
Total of all active and inactive participants 2012-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 139
Number of participants with account balances 2012-01-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 37
2008: TAYLOR VALVE TECHNOLOGY, INC. SAVINGS INCENTIVE PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 32
Number of retired or separated participants receiving benefits 2008-01-01 2
Number of other retired or separated participants entitled to future benefits 2008-01-01 18
Total of all active and inactive participants 2008-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 52
Number of participants with account balances 2008-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 5
2007: TAYLOR VALVE TECHNOLOGY, INC. SAVINGS INCENTIVE 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 26
Number of retired or separated participants receiving benefits 2007-01-01 2
Number of other retired or separated participants entitled to future benefits 2007-01-01 21
Total of all active and inactive participants 2007-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 49
Number of participants with account balances 2007-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 16
2006: TAYLOR VALVE TECHNOLOGY, INC. SAVINGS INCENTIVE PLAN 2006 401k membership
Total participants, beginning-of-year 2006-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2006-01-01 33
Number of retired or separated participants receiving benefits 2006-01-01 0
Number of other retired or separated participants entitled to future benefits 2006-01-01 9
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 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2006-01-01 10
Number of employers contributing to the scheme 2006-01-01 2

Measure	Date	Value
2016: TAYLOR VALVE TECHNOLOGY, INC. SAVINGS INCENTIVE PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	62
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	16
Total of all active and inactive participants	2016-01-01	78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	78
Number of participants with account balances	2016-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: TAYLOR VALVE TECHNOLOGY, INC. SAVINGS INCENTIVE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	86
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	44
Total of all active and inactive participants	2015-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	130
Number of participants with account balances	2015-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: TAYLOR VALVE TECHNOLOGY, INC. SAVINGS INCENTIVE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	87
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	46
Total of all active and inactive participants	2014-01-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	133
Number of participants with account balances	2014-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: TAYLOR VALVE TECHNOLOGY, INC. SAVINGS INCENTIVE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	128
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	46
Total of all active and inactive participants	2013-01-01	174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	174
Number of participants with account balances	2013-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	21
2012: TAYLOR VALVE TECHNOLOGY, INC. SAVINGS INCENTIVE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	86
Number of retired or separated participants receiving benefits	2012-01-01	3
Number of other retired or separated participants entitled to future benefits	2012-01-01	50
Total of all active and inactive participants	2012-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	139
Number of participants with account balances	2012-01-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	37
2008: TAYLOR VALVE TECHNOLOGY, INC. SAVINGS INCENTIVE PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	32
Number of retired or separated participants receiving benefits	2008-01-01	2
Number of other retired or separated participants entitled to future benefits	2008-01-01	18
Total of all active and inactive participants	2008-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	52
Number of participants with account balances	2008-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	5
2007: TAYLOR VALVE TECHNOLOGY, INC. SAVINGS INCENTIVE 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	26
Number of retired or separated participants receiving benefits	2007-01-01	2
Number of other retired or separated participants entitled to future benefits	2007-01-01	21
Total of all active and inactive participants	2007-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	49
Number of participants with account balances	2007-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	16
2006: TAYLOR VALVE TECHNOLOGY, INC. SAVINGS INCENTIVE PLAN 2006 401k membership
Total participants, beginning-of-year	2006-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2006-01-01	33
Number of retired or separated participants receiving benefits	2006-01-01	0
Number of other retired or separated participants entitled to future benefits	2006-01-01	9
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	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2006-01-01	10
Number of employers contributing to the scheme	2006-01-01	2

Financial Data on TAYLOR VALVE TECHNOLOGY, INC. SAVINGS INCENTIVE PLAN

Measure	Date	Value
2016 : TAYLOR VALVE TECHNOLOGY, INC. SAVINGS INCENTIVE PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$362,131
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$150,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$142,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$279,952
Value of total assets at end of year	2016-12-31	$1,941,409
Value of total assets at beginning of year	2016-12-31	$1,729,802
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$8,160
Total interest from all sources	2016-12-31	$3,026
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$200,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$135,339
Participant contributions at end of year	2016-12-31	$62,587
Participant contributions at beginning of year	2016-12-31	$46,355
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$66,719
Other income not declared elsewhere	2016-12-31	$5,504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$211,607
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,941,409
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,729,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$1,334,768
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,040,652
Interest on participant loans	2016-12-31	$3,026
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$544,054
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$642,795
Net investment gain/loss from pooled separate accounts	2016-12-31	$73,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$77,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$142,364
Contract administrator fees	2016-12-31	$8,160
Did the plan have assets held for investment	2016-12-31	Yes
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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	HOGAN TAYLOR
Accountancy firm EIN	2016-12-31	731413977
2015 : TAYLOR VALVE TECHNOLOGY, INC. SAVINGS INCENTIVE PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$232,397
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$61,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$47,851
Value of total corrective distributions	2015-12-31	$8,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$240,151
Value of total assets at end of year	2015-12-31	$1,729,802
Value of total assets at beginning of year	2015-12-31	$1,558,755
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$4,659
Total interest from all sources	2015-12-31	$1,949
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$200,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$180,881
Participant contributions at end of year	2015-12-31	$46,355
Participant contributions at beginning of year	2015-12-31	$30,304
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$2,114
Other income not declared elsewhere	2015-12-31	$6,869
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$171,047
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,729,802
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,558,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$1,040,652
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$996,799
Interest on participant loans	2015-12-31	$1,949
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$642,795
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$531,652
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-16,572
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$57,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$47,851
Contract administrator fees	2015-12-31	$4,659
Did the plan have assets held for investment	2015-12-31	Yes
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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	HOGAN TAYLOR
Accountancy firm EIN	2015-12-31	731413977
2014 : TAYLOR VALVE TECHNOLOGY, INC. SAVINGS INCENTIVE PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$282,604
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$215,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$200,742
Expenses. Certain deemed distributions of participant loans	2014-12-31	$3,702
Value of total corrective distributions	2014-12-31	$6,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$226,535
Value of total assets at end of year	2014-12-31	$1,558,755
Value of total assets at beginning of year	2014-12-31	$1,491,600
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$4,150
Total interest from all sources	2014-12-31	$1,133
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$150,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$171,659
Participant contributions at end of year	2014-12-31	$30,304
Participant contributions at beginning of year	2014-12-31	$12,360
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$7,197
Other income not declared elsewhere	2014-12-31	$6,037
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$67,155
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,558,755
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,491,600
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,029,553
Value of interest in pooled separate accounts at end of year	2014-12-31	$996,799
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$0
Interest on participant loans	2014-12-31	$1,133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$531,652
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$449,687
Net investment gain/loss from pooled separate accounts	2014-12-31	$48,899
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$47,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$200,742
Contract administrator fees	2014-12-31	$4,150
Did the plan have assets held for investment	2014-12-31	Yes
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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BARBARA HENRY, CPA
Accountancy firm EIN	2014-12-31	731619496
2013 : TAYLOR VALVE TECHNOLOGY, INC. SAVINGS INCENTIVE PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$309,102
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$83,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$80,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$169,504
Value of total assets at end of year	2013-12-31	$1,491,600
Value of total assets at beginning of year	2013-12-31	$1,266,473
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$3,146
Total interest from all sources	2013-12-31	$923
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$3,146
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$150,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$58,222
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$124,123
Participant contributions at end of year	2013-12-31	$12,360
Participant contributions at beginning of year	2013-12-31	$24,114
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$2,660
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$5,466
Other income not declared elsewhere	2013-12-31	$6,227
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$225,127
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,491,600
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,266,473
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,029,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$0
Value of interest in pooled separate accounts at end of year	2013-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$751,548
Interest on participant loans	2013-12-31	$923
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$449,687
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$488,040
Net investment gain/loss from pooled separate accounts	2013-12-31	$132,448
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$39,915
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$80,829
Did the plan have assets held for investment	2013-12-31	Yes
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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BARBARA HENRY, CPA
Accountancy firm EIN	2013-12-31	731619496
2012 : TAYLOR VALVE TECHNOLOGY, INC. SAVINGS INCENTIVE PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$0
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Expenses. Interest paid	2012-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$239,829
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$254,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$250,919
Expenses. Certain deemed distributions of participant loans	2012-12-31	$1,072
Value of total corrective distributions	2012-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$136,856
Value of total assets at end of year	2012-12-31	$1,266,473
Value of total assets at beginning of year	2012-12-31	$1,280,916
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$2,281
Total income from rents	2012-12-31	$0
Total interest from all sources	2012-12-31	$7,582
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$0
Assets. Real estate other than employer real property at end of year	2012-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2012-12-31	$0
Administrative expenses professional fees incurred	2012-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2012-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$150,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$100,232
Participant contributions at end of year	2012-12-31	$24,114
Participant contributions at beginning of year	2012-12-31	$22,231
Participant contributions at end of year	2012-12-31	$2,660
Participant contributions at beginning of year	2012-12-31	$2,308
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$0
Assets. Loans (other than to participants) at end of year	2012-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$0
Other income not declared elsewhere	2012-12-31	$0
Administrative expenses (other) incurred	2012-12-31	$0
Liabilities. Value of operating payables at end of year	2012-12-31	$0
Liabilities. Value of operating payables at beginning of year	2012-12-31	$0
Total non interest bearing cash at end of year	2012-12-31	$0
Total non interest bearing cash at beginning of year	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Income. Non cash contributions	2012-12-31	$0
Value of net income/loss	2012-12-31	$-14,443
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,266,473
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,280,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Assets. partnership/joint venture interests at end of year	2012-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2012-12-31	$0
Investment advisory and management fees	2012-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$0
Value of interest in pooled separate accounts at end of year	2012-12-31	$751,548
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$782,198
Interest on participant loans	2012-12-31	$786
Income. Interest from loans (other than to participants)	2012-12-31	$0
Interest earned on other investments	2012-12-31	$6,796
Income. Interest from US Government securities	2012-12-31	$0
Income. Interest from corporate debt instruments	2012-12-31	$0
Value of interest in master investment trust accounts at end of year	2012-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2012-12-31	$0
Value of interest in common/collective trusts at end of year	2012-12-31	$0
Value of interest in common/collective trusts at beginning of year	2012-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2012-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$488,040
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$474,161
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$435
Asset value of US Government securities at end of year	2012-12-31	$0
Asset value of US Government securities at beginning of year	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$0
Net investment gain/loss from pooled separate accounts	2012-12-31	$95,391
Net investment gain or loss from common/collective trusts	2012-12-31	$0
Net gain/loss from 103.12 investment entities	2012-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Assets. Invements in employer securities at end of year	2012-12-31	$0
Assets. Invements in employer securities at beginning of year	2012-12-31	$0
Assets. Value of employer real property at end of year	2012-12-31	$0
Assets. Value of employer real property at beginning of year	2012-12-31	$0
Contributions received in cash from employer	2012-12-31	$36,624
Employer contributions (assets) at end of year	2012-12-31	$111
Employer contributions (assets) at beginning of year	2012-12-31	$18
Income. Dividends from preferred stock	2012-12-31	$0
Income. Dividends from common stock	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$250,484
Asset. Corporate debt instrument preferred debt at end of year	2012-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2012-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$0
Contract administrator fees	2012-12-31	$2,281
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2012-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2012-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2012-12-31	$0
Did the plan have assets held for investment	2012-12-31	Yes
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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2012-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2012-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	HAMILTON & ASSOCIATES, INC.
Accountancy firm EIN	2012-12-31	731137456
2008 : TAYLOR VALVE TECHNOLOGY, INC. SAVINGS INCENTIVE PLAN 2008 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2008-12-31	$0
2006 : TAYLOR VALVE TECHNOLOGY, INC. SAVINGS INCENTIVE 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 TAYLOR VALVE TECHNOLOGY, INC. SAVINGS INCENTIVE PLAN

2016: TAYLOR VALVE TECHNOLOGY, INC. SAVINGS INCENTIVE PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: TAYLOR VALVE TECHNOLOGY, INC. SAVINGS INCENTIVE 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	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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
2014: TAYLOR VALVE TECHNOLOGY, INC. SAVINGS INCENTIVE 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
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: TAYLOR VALVE TECHNOLOGY, INC. SAVINGS INCENTIVE 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	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
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: TAYLOR VALVE TECHNOLOGY, INC. SAVINGS INCENTIVE 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 benefit arrangement – Insurance	Yes
2008: TAYLOR VALVE TECHNOLOGY, INC. SAVINGS INCENTIVE PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Insurance	Yes
2008-01-01	Plan benefit arrangement – Insurance	Yes
2007: TAYLOR VALVE TECHNOLOGY, INC. SAVINGS INCENTIVE 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 – Insurance	Yes
2007-01-01	Plan benefit arrangement – Insurance	Yes
2006: TAYLOR VALVE TECHNOLOGY, INC. SAVINGS INCENTIVE 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 – Insurance	Yes
2006-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

872977

Policy instance

Insurance contract or identification number	872977
Number of Individuals Covered	121
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $4,870
Total amount of fees paid to insurance company	USD $792
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 $4,870
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	CASH COMMISIONS
Insurance broker organization code?	3
Insurance broker name	THE RETIREMENT ADVANTAGE

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

872977

Policy instance

Insurance contract or identification number	872977
Number of Individuals Covered	109
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $2,901
Total amount of fees paid to insurance company	USD $2,197
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 $2,901
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	CASH COMMISIONS
Insurance broker organization code?	3
Insurance broker name	THE RETIREMENT ADVANTAGE

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

872977

Policy instance

Insurance contract or identification number	872977
Number of Individuals Covered	104
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $12,257
Total amount of fees paid to insurance company	USD $3,209
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 $12,257
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	CASH COMMISIONS
Insurance broker organization code?	3
Insurance broker name	THE RETIREMENT ADVANTAGE INC

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

937462-01

Policy instance

Insurance contract or identification number	937462-01
Number of Individuals Covered	98
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $5,262
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 $2,631
Insurance broker organization code?	3
Insurance broker name	LPL FINANCIAL LLC

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

937462-01

Policy instance

Insurance contract or identification number	937462-01
Number of Individuals Covered	1
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	Yes
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

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Company Name:	TAYLOR VALVE TECHNOLOGY, INC.
Employer identification number (EIN):	730744522
NAIC Classification:	332900