401k Plan data: ALLIED RESOURCES 401(K) PLAN plan

ALLIED RESOURCES 401(K) PLAN 401k Plan overview

Plan Name	ALLIED RESOURCES 401(K) PLAN
Plan identification number	001

ALLIED RESOURCES 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.
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

ALLIED RESOURCES TECHNICAL CONSULTANTS, INC. has sponsored the creation of one or more 401k plans.

Company Name: ALLIED RESOURCES TECHNICAL CONSULTANTS, INC.

Employer identification number (EIN): 200116744

NAIC Classification: 561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLIED RESOURCES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2018-01-01
001 2017-01-01 KATHLEEN JOHNSEN 2018-09-27 KATHLEEN JOHNSEN 2018-09-27
001 2016-01-01 LINDA KIELAROWSKI 2017-09-22 LINDA KIELAROWSKI 2017-09-22
001 2015-01-01 LINDA C KIELAROWSKI 2016-10-05 LINDA C KIELAROWSKI 2016-10-05
001 2014-01-01 LINDA C KIELAROWSKI 2015-06-18
001 2013-01-01 LINDA KIELAROWSKI 2014-07-09 LINDA KIELAROWSKI 2014-07-09
001 2012-01-01 LINDA KIELAROWSKI 2013-07-24 LINDA KIELAROWSKI 2013-07-24
001 2011-01-01 LINDA KIELAROWSKI
001 2010-01-01 LINDA C KIELAROWSKI 2011-07-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2018-01-01
001	2017-01-01	KATHLEEN JOHNSEN	2018-09-27	KATHLEEN JOHNSEN	2018-09-27
001	2016-01-01	LINDA KIELAROWSKI	2017-09-22	LINDA KIELAROWSKI	2017-09-22
001	2015-01-01	LINDA C KIELAROWSKI	2016-10-05	LINDA C KIELAROWSKI	2016-10-05
001	2014-01-01	LINDA C KIELAROWSKI	2015-06-18
001	2013-01-01	LINDA KIELAROWSKI	2014-07-09	LINDA KIELAROWSKI	2014-07-09
001	2012-01-01	LINDA KIELAROWSKI	2013-07-24	LINDA KIELAROWSKI	2013-07-24
001	2011-01-01	LINDA KIELAROWSKI
001	2010-01-01	LINDA C KIELAROWSKI	2011-07-21

Plan Statistics for ALLIED RESOURCES 401(K) PLAN

401k plan membership statisitcs for ALLIED RESOURCES 401(K) PLAN

Measure Date Value
2021: ALLIED RESOURCES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 363
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 415
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 63
Total of all active and inactive participants 2021-01-01 480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 480
Number of participants with account balances 2021-01-01 219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ALLIED RESOURCES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 338
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 315
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 46
Total of all active and inactive participants 2020-01-01 363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 363
Number of participants with account balances 2020-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ALLIED RESOURCES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 230
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 301
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 25
Total of all active and inactive participants 2019-01-01 327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 327
Number of participants with account balances 2019-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ALLIED RESOURCES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 197
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 209
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 9
Total of all active and inactive participants 2018-01-01 218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 218
Number of participants with account balances 2018-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2011: ALLIED RESOURCES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 178
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 77
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 14
Total of all active and inactive participants 2011-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 91
Number of participants with account balances 2011-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2021: ALLIED RESOURCES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	363
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	415
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	63
Total of all active and inactive participants	2021-01-01	480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	480
Number of participants with account balances	2021-01-01	219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ALLIED RESOURCES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	338
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	315
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	46
Total of all active and inactive participants	2020-01-01	363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	363
Number of participants with account balances	2020-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ALLIED RESOURCES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	230
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	301
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	25
Total of all active and inactive participants	2019-01-01	327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	327
Number of participants with account balances	2019-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ALLIED RESOURCES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	197
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	209
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	9
Total of all active and inactive participants	2018-01-01	218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	218
Number of participants with account balances	2018-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2011: ALLIED RESOURCES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	178
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	77
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	14
Total of all active and inactive participants	2011-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	91
Number of participants with account balances	2011-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on ALLIED RESOURCES 401(K) PLAN

Measure	Date	Value
2021 : ALLIED RESOURCES 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$4,572
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$4,572
Total income from all sources (including contributions)	2021-12-31	$4,145,773
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$380,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$333,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,294,184
Value of total assets at end of year	2021-12-31	$8,022,357
Value of total assets at beginning of year	2021-12-31	$4,257,125
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$47,469
Total interest from all sources	2021-12-31	$3,046
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,478,599
Participant contributions at end of year	2021-12-31	$64,251
Participant contributions at beginning of year	2021-12-31	$66,120
Participant contributions at end of year	2021-12-31	$53,087
Participant contributions at beginning of year	2021-12-31	$42,720
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,213,991
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$4,572
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$4,572
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,765,232
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$8,017,785
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,252,553
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$47,469
Value of interest in pooled separate accounts at end of year	2021-12-31	$6,790,176
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$3,095,279
Interest on participant loans	2021-12-31	$3,046
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,092,600
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,033,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$848,543
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$601,594
Employer contributions (assets) at end of year	2021-12-31	$22,243
Employer contributions (assets) at beginning of year	2021-12-31	$20,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$333,072
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	JOSEPH J LYONS, P.C.
Accountancy firm EIN	2021-12-31	453999671
2020 : ALLIED RESOURCES 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$4,572
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$2,118
Total income from all sources (including contributions)	2020-12-31	$1,692,573
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$220,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$193,230
Value of total corrective distributions	2020-12-31	$47
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,252,976
Value of total assets at end of year	2020-12-31	$4,257,125
Value of total assets at beginning of year	2020-12-31	$2,782,156
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$26,781
Total interest from all sources	2020-12-31	$19,015
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$841,385
Participant contributions at end of year	2020-12-31	$66,120
Participant contributions at beginning of year	2020-12-31	$23,551
Participant contributions at end of year	2020-12-31	$42,720
Participant contributions at beginning of year	2020-12-31	$120
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$28,499
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$4,572
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$2,118
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,472,515
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,252,553
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,780,038
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$3,095,279
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$1,986,464
Interest on participant loans	2020-12-31	$1,839
Interest earned on other investments	2020-12-31	$17,176
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,033,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$771,916
Net investment gain/loss from pooled separate accounts	2020-12-31	$420,582
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$383,092
Employer contributions (assets) at end of year	2020-12-31	$20,002
Employer contributions (assets) at beginning of year	2020-12-31	$105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$193,230
Contract administrator fees	2020-12-31	$26,781
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	JOSEPH J LYONS, P.C.
Accountancy firm EIN	2020-12-31	453999671
2019 : ALLIED RESOURCES 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$1,009,421
Total transfer of assets to this plan	2019-12-31	$1,009,421
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$2,118
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$2,118
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,353,628
Total income from all sources (including contributions)	2019-12-31	$1,353,628
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$213,864
Total of all expenses incurred	2019-12-31	$213,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$200,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$200,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,105,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,105,742
Value of total assets at end of year	2019-12-31	$2,782,156
Value of total assets at end of year	2019-12-31	$2,782,156
Value of total assets at beginning of year	2019-12-31	$630,853
Value of total assets at beginning of year	2019-12-31	$630,853
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$13,043
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$13,043
Total interest from all sources	2019-12-31	$1,035
Total interest from all sources	2019-12-31	$1,035
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$652,940
Contributions received from participants	2019-12-31	$652,940
Participant contributions at end of year	2019-12-31	$23,551
Participant contributions at end of year	2019-12-31	$23,551
Participant contributions at beginning of year	2019-12-31	$3,017
Participant contributions at beginning of year	2019-12-31	$3,017
Participant contributions at end of year	2019-12-31	$120
Participant contributions at end of year	2019-12-31	$120
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$156,110
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$156,110
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$2,118
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$2,118
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$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	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,139,764
Value of net income/loss	2019-12-31	$1,139,764
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,780,038
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,780,038
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$630,853
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$630,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$438,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$438,752
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,986,464
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,986,464
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$1,035
Interest on participant loans	2019-12-31	$1,035
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$189,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$189,084
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$189,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$189,084
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$771,916
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$771,916
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$0
Net investment gain/loss from pooled separate accounts	2019-12-31	$246,851
Net investment gain/loss from pooled separate accounts	2019-12-31	$246,851
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$296,692
Contributions received in cash from employer	2019-12-31	$296,692
Employer contributions (assets) at end of year	2019-12-31	$105
Employer contributions (assets) at end of year	2019-12-31	$105
Employer contributions (assets) at beginning of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$200,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$200,821
Contract administrator fees	2019-12-31	$13,043
Contract administrator fees	2019-12-31	$13,043
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	2019-12-31	Yes
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	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	JOSEPH J LYONS, P.C.
Accountancy firm name	2019-12-31	JOSEPH J LYONS, P.C.
Accountancy firm EIN	2019-12-31	453999671
Accountancy firm EIN	2019-12-31	453999671
2018 : ALLIED RESOURCES 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$459,774
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$269,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$263,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$484,482
Value of total assets at end of year	2018-12-31	$630,853
Value of total assets at beginning of year	2018-12-31	$440,194
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$5,679
Total interest from all sources	2018-12-31	$2,751
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$7,908
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$7,908
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$50,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$334,185
Participant contributions at end of year	2018-12-31	$3,017
Participant contributions at beginning of year	2018-12-31	$5,726
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$5,258
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$190,659
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$630,853
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$440,194
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$2,870
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$438,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$369,204
Interest on participant loans	2018-12-31	$256
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$189,084
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$65,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$65,264
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$2,495
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-35,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$145,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$263,436
Contract administrator fees	2018-12-31	$2,809
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	JOSEPH J LYONS, P.C
Accountancy firm EIN	2018-12-31	453999671
2011 : ALLIED RESOURCES 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$158,986
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$116,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$96,209
Value of total corrective distributions	2011-12-31	$13,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$173,418
Value of total assets at end of year	2011-12-31	$836,697
Value of total assets at beginning of year	2011-12-31	$794,150
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$7,215
Total interest from all sources	2011-12-31	$570
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$2,587
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$90,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$173,418
Participant contributions at end of year	2011-12-31	$3,665
Participant contributions at beginning of year	2011-12-31	$13,292
Total non interest bearing cash at end of year	2011-12-31	$2,477
Total non interest bearing cash at beginning of year	2011-12-31	$6,427
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$42,547
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$836,697
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$794,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$4,628
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$830,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$774,431
Interest on participant loans	2011-12-31	$570
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-15,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$96,209
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	JOSEPH J LYONS, PC
Accountancy firm EIN	2011-12-31	453999671

Form 5500 Responses for ALLIED RESOURCES 401(K) PLAN

2021: ALLIED RESOURCES 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ALLIED RESOURCES 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ALLIED RESOURCES 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ALLIED RESOURCES 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2011: ALLIED RESOURCES 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	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP41782

Policy instance

Insurance contract or identification number	GP41782
Number of Individuals Covered	270
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $28,142
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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 $28,142
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP41782

Policy instance

Insurance contract or identification number	GP41782
Number of Individuals Covered	165
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $15,079
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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 $15,079
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP41782

Policy instance

Insurance contract or identification number	GP41782
Number of Individuals Covered	132
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $5,451
Total amount of fees paid to insurance company	USD $5,000
Are there contracts with allocated funds for individual policies?	0
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 $5,451
Insurance broker organization code?	4
Amount paid for insurance broker fees	5000
Additional information about fees paid to insurance broker	TPA SUBSIDY

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Company Name:	ALLIED RESOURCES TECHNICAL CONSULTANTS, INC.
Employer identification number (EIN):	200116744
NAIC Classification:	561300