401k Plan data: TAX-DEFERRED ANNUITY PLAN FOR THE PATTEN FREE LIBRARY plan

TAX-DEFERRED ANNUITY PLAN FOR THE PATTEN FREE LIBRARY 401k Plan overview

Plan Name	TAX-DEFERRED ANNUITY PLAN FOR THE PATTEN FREE LIBRARY
Plan identification number	002

TAX-DEFERRED ANNUITY PLAN FOR THE PATTEN FREE LIBRARY Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

PATTEN FREE LIBRARY has sponsored the creation of one or more 401k plans.

Company Name: PATTEN FREE LIBRARY

Employer identification number (EIN): 010211539

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX-DEFERRED ANNUITY PLAN FOR THE PATTEN FREE LIBRARY

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-07-01 LESLEY DOLINGER 2024-01-03
002 2021-07-01 LESLEY DOLINGER 2022-12-28 LESLEY DOLINGER 2022-12-28
002 2020-07-01 LESLEY DOLINGER 2021-12-17 LESLEY DOLINGER 2021-12-17
002 2019-07-01 LESLEY DOLINGER 2021-01-13 LESLEY DOLINGER 2021-01-13
002 2019-07-01 LESLEY DOLINGER 2021-01-13 LESLEY DOLINGER 2021-01-13
002 2018-07-01 LESLEY DOLINGER 2020-01-28 LESLEY DOLINGER 2020-01-28
002 2017-07-01 LESLEY DOLINGER 2018-12-12 LESLEY DOLINGER 2018-12-12
002 2016-07-01 LESLEY DOLINGER 2017-12-06 LESLEY DOLINGER 2017-12-06
002 2015-07-01 LESLEY DOLINGER 2016-11-15 LESLEY DOLINGER 2016-11-15
002 2014-07-01 LESLEY DOLINGER 2015-11-20 LESLEY DOLINGER 2015-11-20
002 2013-07-01 LESLEY DOLINGER LESLEY DOLINGER 2015-04-08
002 2012-07-01 LESLEY DOLINGER LESLEY DOLINGER 2015-04-08
002 2011-07-01 LESLEY DOLINGER
002 2010-07-01 LESLEY DOLINGER
002 2009-07-01 LESLEY DOLINGER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-07-01	LESLEY DOLINGER	2024-01-03
002	2021-07-01	LESLEY DOLINGER	2022-12-28	LESLEY DOLINGER	2022-12-28
002	2020-07-01	LESLEY DOLINGER	2021-12-17	LESLEY DOLINGER	2021-12-17
002	2019-07-01	LESLEY DOLINGER	2021-01-13	LESLEY DOLINGER	2021-01-13
002	2019-07-01	LESLEY DOLINGER	2021-01-13	LESLEY DOLINGER	2021-01-13
002	2018-07-01	LESLEY DOLINGER	2020-01-28	LESLEY DOLINGER	2020-01-28
002	2017-07-01	LESLEY DOLINGER	2018-12-12	LESLEY DOLINGER	2018-12-12
002	2016-07-01	LESLEY DOLINGER	2017-12-06	LESLEY DOLINGER	2017-12-06
002	2015-07-01	LESLEY DOLINGER	2016-11-15	LESLEY DOLINGER	2016-11-15
002	2014-07-01	LESLEY DOLINGER	2015-11-20	LESLEY DOLINGER	2015-11-20
002	2013-07-01	LESLEY DOLINGER		LESLEY DOLINGER	2015-04-08
002	2012-07-01	LESLEY DOLINGER		LESLEY DOLINGER	2015-04-08
002	2011-07-01	LESLEY DOLINGER
002	2010-07-01	LESLEY DOLINGER
002	2009-07-01	LESLEY DOLINGER

Plan Statistics for TAX-DEFERRED ANNUITY PLAN FOR THE PATTEN FREE LIBRARY

401k plan membership statisitcs for TAX-DEFERRED ANNUITY PLAN FOR THE PATTEN FREE LIBRARY

Measure Date Value
2013: TAX-DEFERRED ANNUITY PLAN FOR THE PATTEN FREE LIBRARY 2013 401k membership
Total participants, beginning-of-year 2013-07-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 5
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 5
Total of all active and inactive participants 2013-07-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 10
Number of participants with account balances 2013-07-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: TAX-DEFERRED ANNUITY PLAN FOR THE PATTEN FREE LIBRARY 2012 401k membership
Total participants, beginning-of-year 2012-07-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 4
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 5
Total of all active and inactive participants 2012-07-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 9
Number of participants with account balances 2012-07-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: TAX-DEFERRED ANNUITY PLAN FOR THE PATTEN FREE LIBRARY 2011 401k membership
Total participants, beginning-of-year 2011-07-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 4
Number of other retired or separated participants entitled to future benefits 2011-07-01 6
Total of all active and inactive participants 2011-07-01 10
Total participants 2011-07-01 10
2010: TAX-DEFERRED ANNUITY PLAN FOR THE PATTEN FREE LIBRARY 2010 401k membership
Total participants, beginning-of-year 2010-07-01 10
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 6
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 4
Total of all active and inactive participants 2010-07-01 10
Total participants 2010-07-01 10
2009: TAX-DEFERRED ANNUITY PLAN FOR THE PATTEN FREE LIBRARY 2009 401k membership
Total participants, beginning-of-year 2009-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 7
Number of other retired or separated participants entitled to future benefits 2009-07-01 3
Total of all active and inactive participants 2009-07-01 10
Total participants 2009-07-01 10

Measure	Date	Value
2013: TAX-DEFERRED ANNUITY PLAN FOR THE PATTEN FREE LIBRARY 2013 401k membership
Total participants, beginning-of-year	2013-07-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	5
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	5
Total of all active and inactive participants	2013-07-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	10
Number of participants with account balances	2013-07-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: TAX-DEFERRED ANNUITY PLAN FOR THE PATTEN FREE LIBRARY 2012 401k membership
Total participants, beginning-of-year	2012-07-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	4
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	5
Total of all active and inactive participants	2012-07-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	9
Number of participants with account balances	2012-07-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: TAX-DEFERRED ANNUITY PLAN FOR THE PATTEN FREE LIBRARY 2011 401k membership
Total participants, beginning-of-year	2011-07-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	4
Number of other retired or separated participants entitled to future benefits	2011-07-01	6
Total of all active and inactive participants	2011-07-01	10
Total participants	2011-07-01	10
2010: TAX-DEFERRED ANNUITY PLAN FOR THE PATTEN FREE LIBRARY 2010 401k membership
Total participants, beginning-of-year	2010-07-01	10
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	6
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	4
Total of all active and inactive participants	2010-07-01	10
Total participants	2010-07-01	10
2009: TAX-DEFERRED ANNUITY PLAN FOR THE PATTEN FREE LIBRARY 2009 401k membership
Total participants, beginning-of-year	2009-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	7
Number of other retired or separated participants entitled to future benefits	2009-07-01	3
Total of all active and inactive participants	2009-07-01	10
Total participants	2009-07-01	10

Form 5500 Responses for TAX-DEFERRED ANNUITY PLAN FOR THE PATTEN FREE LIBRARY

2013: TAX-DEFERRED ANNUITY PLAN FOR THE PATTEN FREE LIBRARY 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	First time form 5500 has been submitted	Yes
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2012: TAX-DEFERRED ANNUITY PLAN FOR THE PATTEN FREE LIBRARY 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	First time form 5500 has been submitted	Yes
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2011: TAX-DEFERRED ANNUITY PLAN FOR THE PATTEN FREE LIBRARY 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	First time form 5500 has been submitted	Yes
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2010: TAX-DEFERRED ANNUITY PLAN FOR THE PATTEN FREE LIBRARY 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	First time form 5500 has been submitted	Yes
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2009: TAX-DEFERRED ANNUITY PLAN FOR THE PATTEN FREE LIBRARY 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes

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Company Name:	PATTEN FREE LIBRARY
Employer identification number (EIN):	010211539
NAIC Classification:	611000