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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.
  • 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)).

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
0012023-01-01JASON STEVENS2024-06-04
0012022-01-01JASON STEVENS2023-04-20
0012021-01-01JASON STEVENS2022-05-13
0012020-01-01JASON STEVENS2021-05-05

Plan Statistics for

401k plan membership statisitcs for

Measure Date Value
2025: 2025 401k membership
Total number of particpants at beginning of year2025-09-2972
Total number of particpants at end of year2025-09-2997
Number of Participants With Account Balances2025-09-2932
2024: 2024 401k membership
Total number of particpants at beginning of year2024-06-0470
Total number of particpants at end of year2024-06-0472
Number of Participants With Account Balances2024-06-0427
2022: 2022 401k membership
Total number of particpants at beginning of year2022-05-1327
Total number of particpants at end of year2022-05-1345
Number of Participants With Account Balances2022-05-1321

Financial Data on

Measure Date Value
2025 : 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-09-290
Total expenses incurred by plan in this plan year2025-09-2911246
Net assets as of the end of the plan year2025-09-29862342
Total assets as of the beginning of the plan year2025-09-29539608
Value of plan covered by a fidelity bond2025-09-2920000
Participant contributions to plan in this plan year2025-09-29163973
Other income to plan in this plan year2025-09-29102506
Plan net income in this plan year2025-09-29322734
Net assets as of the end of the plan year2025-09-29862342
Net assets as of the beginning of the plan year2025-09-29539608
Employer contributions to plan in this plan year2025-09-2967501
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-2910712
2024 : 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-046630
Net assets as of the end of the plan year2024-06-04539608
Total assets as of the beginning of the plan year2024-06-04334514
Value of plan covered by a fidelity bond2024-06-045000
Participant contributions to plan in this plan year2024-06-0489122
Other income to plan in this plan year2024-06-0476211
Plan net income in this plan year2024-06-04205094
Net assets as of the end of the plan year2024-06-04539608
Net assets as of the beginning of the plan year2024-06-04334514
Employer contributions to plan in this plan year2024-06-0446391
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-046630
2022 : 2022 401k financial data
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 year2022-05-133758
Net assets as of the end of the plan year2022-05-13264054
Total assets as of the beginning of the plan year2022-05-13126759
Value of plan covered by a fidelity bond2022-05-135000
Participant contributions to plan in this plan year2022-05-1382361
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 year2022-05-1325840
Plan net income in this plan year2022-05-13137295
Net assets as of the end of the plan year2022-05-13264054
Net assets as of the beginning of the plan year2022-05-13126759
Employer contributions to plan in this plan year2022-05-1332852
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-133758

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