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Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01BRIAN M COX2024-11-19
0012023-01-01BRIAN COX2024-07-31
0012022-01-01BRIAN M COX2023-12-21
0012021-01-01EDWARD ROJAS2022-05-13
0012020-01-01EDWARD ROJAS2021-05-04

Plan Statistics for

401k plan membership statisitcs for

Measure Date Value
2024: 2024 401k membership
Total number of particpants at beginning of year2024-11-194
Total number of particpants at end of year2024-11-190
Number of Participants With Account Balances2024-11-190
Total number of particpants at beginning of year2024-07-314
Total number of particpants at end of year2024-07-314
Number of Participants With Account Balances2024-07-312
2022: 2022 401k membership
Total number of particpants at beginning of year2022-05-133
Total number of particpants at end of year2022-05-134
Number of Participants With Account Balances2022-05-133

Financial Data on

Measure Date Value
2024 : 2024 401k financial data
Total transfers to/from plan in this plan year2024-11-190
Total liabilities as of the end of the plan year2024-11-190
Total liabilities as of the beginning of the plan year2024-11-190
Total expenses incurred by plan in this plan year2024-11-198575
Net assets as of the end of the plan year2024-11-190
Total assets as of the beginning of the plan year2024-11-198292
Value of plan covered by a fidelity bond2024-11-1920000
Participant contributions to plan in this plan year2024-11-190
Other expenses paid from plan in this plan year2024-11-190
Other contributions to plan in this plan year2024-11-190
Other income to plan in this plan year2024-11-19283
Plan net income in this plan year2024-11-19-8292
Net assets as of the end of the plan year2024-11-190
Net assets as of the beginning of the plan year2024-11-198292
Employer contributions to plan in this plan year2024-11-190
Expensese paid to adminstrative service provicers from plan in this plan year2024-11-1975
Total transfers to/from plan in this plan year2024-07-310
Total liabilities as of the end of the plan year2024-07-310
Total liabilities as of the beginning of the plan year2024-07-310
Total expenses incurred by plan in this plan year2024-07-3184756
Net assets as of the end of the plan year2024-07-318292
Total assets as of the beginning of the plan year2024-07-3191326
Value of plan covered by a fidelity bond2024-07-3120000
Participant contributions to plan in this plan year2024-07-31238
Other expenses paid from plan in this plan year2024-07-310
Other contributions to plan in this plan year2024-07-310
Other income to plan in this plan year2024-07-311341
Plan net income in this plan year2024-07-31-83034
Net assets as of the end of the plan year2024-07-318292
Net assets as of the beginning of the plan year2024-07-3191326
Employer contributions to plan in this plan year2024-07-31143
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-31266
2022 : 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-130
Total liabilities as of the end of the plan year2022-05-130
Total liabilities as of the beginning of the plan year2022-05-130
Total expenses incurred by plan in this plan year2022-05-13371
Net assets as of the end of the plan year2022-05-1391197
Total assets as of the beginning of the plan year2022-05-1350157
Value of plan covered by a fidelity bond2022-05-1320000
Participant contributions to plan in this plan year2022-05-1323770
Other expenses paid from plan in this plan year2022-05-130
Other contributions to plan in this plan year2022-05-130
Other income to plan in this plan year2022-05-1312921
Plan net income in this plan year2022-05-1341040
Net assets as of the end of the plan year2022-05-1391197
Net assets as of the beginning of the plan year2022-05-1350157
Employer contributions to plan in this plan year2022-05-134720
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-13371

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