| Plan Name | ALLIED ELECTRIC EMPLOYEES' PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | BRUCE D. PENNY, CO., INC. DBA ALLIED ELECTRIC |
| Employer identification number (EIN): | 161134014 |
| NAIC Classification: | 238210 |
| NAIC Description: | Electrical Contractors and Other Wiring Installation Contractors |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-04-01 | JOYCE PENNY | 2024-12-12 | JOYCE PENNY | 2024-12-12 |
| 001 | 2022-04-01 | JOYCE PENNY | 2023-10-25 | JOYCE PENNY | 2023-10-25 |
| 001 | 2021-04-01 | JOYCE PENNY | 2022-10-26 | JOYCE PENNY | 2022-10-26 |
| 001 | 2020-04-01 | JOYCE PENNY | 2021-10-28 | JOYCE PENNY | 2021-10-28 |
| 001 | 2019-04-01 | JOYCE PENNY | 2020-10-09 | JOYCE PENNY | 2020-10-09 |
| 001 | 2018-04-01 | JOYCE PENNY | 2019-10-07 | JOYCE PENNY | 2019-10-07 |
| 001 | 2018-04-01 | JOYCE PENNY | 2020-02-25 | JOYCE PENNY | 2020-02-25 |
| 001 | 2017-04-01 | JOYCE PENNY | 2018-10-24 | JOYCE PENNY | 2018-10-24 |
| 001 | 2016-04-01 | JOYCE PENNY | 2017-10-27 | JOYCE PENNY | 2017-10-27 |
| 001 | 2015-04-01 | JOYCE PENNY | 2016-11-30 | JOYCE PENNY | 2016-11-30 |
| 001 | 2014-04-01 | JOYCE PENNY | 2015-06-09 | JOYCE PENNY | 2015-06-09 |
| 001 | 2013-04-01 | JOYCE PENNY | 2014-09-16 | JOYCE PENNY | 2014-09-16 |
| 001 | 2012-04-01 | JOYCE PENNY | 2013-10-01 | JOYCE PENNY | 2013-10-01 |
| 001 | 2011-04-01 | JOYCE PENNY | 2012-09-06 | JOYCE PENNY | 2012-09-06 |
| 001 | 2010-04-01 | JOYCE PENNY | 2011-12-27 | JOYCE PENNY | 2011-12-27 |
| Measure | Date | Value |
|---|---|---|
| 2024 : ALLIED ELECTRIC EMPLOYEES' PROFIT SHARING PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-12-12 | 165 |
| Net assets as of the end of the plan year | 2024-12-12 | 974682 |
| Total assets as of the beginning of the plan year | 2024-12-12 | 782104 |
| Value of plan covered by a fidelity bond | 2024-12-12 | 60000 |
| Participant contributions to plan in this plan year | 2024-12-12 | 25348 |
| Other expenses paid from plan in this plan year | 2024-12-12 | 165 |
| Other income to plan in this plan year | 2024-12-12 | 151835 |
| Plan net income in this plan year | 2024-12-12 | 192578 |
| Net assets as of the end of the plan year | 2024-12-12 | 974682 |
| Net assets as of the beginning of the plan year | 2024-12-12 | 782104 |
| Value of contributions failed to transmitted timely | 2024-12-12 | 33989 |
| Employer contributions to plan in this plan year | 2024-12-12 | 15560 |
| Fees paid to broker by Benefit Provider | 2024-12-12 | 3022 |