401k Plan data: ANDREW D SWANSON 401 K PROFIT SHARING PLAN TRUST plan

ANDREW D SWANSON 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	ANDREW D SWANSON 401 K PROFIT SHARING PLAN TRUST
Plan identification number	001

ANDREW D SWANSON 401 K PROFIT SHARING PLAN TRUST 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.

401k Sponsoring company profile

ANDREW D SWANSON has sponsored the creation of one or more 401k plans.

Company Name: ANDREW D SWANSON

Employer identification number (EIN): 273559795

NAIC Classification: 517000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANDREW D SWANSON 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ANDREW SWANSON 2023-05-02
001 2021-01-01 ANDY SWANSON 2022-10-17
001 2021-01-01 ANDY SWANSON 2022-10-17
001 2017-01-01 ANDREW SWANSON 2018-10-12
001 2016-01-01 ANDREW SWANSON 2017-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	ANDREW SWANSON	2023-05-02
001	2021-01-01	ANDY SWANSON	2022-10-17
001	2021-01-01	ANDY SWANSON	2022-10-17
001	2017-01-01	ANDREW SWANSON	2018-10-12
001	2016-01-01	ANDREW SWANSON	2017-10-13

Financial Data on ANDREW D SWANSON 401 K PROFIT SHARING PLAN TRUST

Measure	Date	Value
2018 : ANDREW D SWANSON 401 K PROFIT SHARING PLAN TRUST 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$6,758
Expenses. Total of all expenses incurred	2018-12-31	$179
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$20,521
Total plan assets at beginning of year	2018-12-31	$13,942
Value of fidelity bond covering the plan	2018-12-31	$20,000
Total contributions received or receivable from participants	2018-12-31	$4,506
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$1,391
Net income (gross income less expenses)	2018-12-31	$6,579
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$20,521
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$13,942
Assets. Value of participant loans	2018-12-31	$1,888
Total contributions received or receivable from employer(s)	2018-12-31	$861
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$179

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Company Name:	ANDREW D SWANSON
Employer identification number (EIN):	273559795
NAIC Classification:	517000