401k Plan data: TEAMSTERS LOCAL 20 401K PLAN plan

TEAMSTERS LOCAL 20 401K PLAN 401k Plan overview

Plan Name	TEAMSTERS LOCAL 20 401K PLAN
Plan identification number	002

TEAMSTERS LOCAL 20 401K 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

DAYTON HEIDELBERG DISTRIBUTING CO., LLC has sponsored the creation of one or more 401k plans.

Company Name: DAYTON HEIDELBERG DISTRIBUTING CO., LLC

Employer identification number (EIN): 310620091

NAIC Classification: 424800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEAMSTERS LOCAL 20 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 JENNY LOCKARD 2023-10-16
002 2021-01-01 DANIEL ISENBARGER 2022-09-26
002 2020-01-01 DANIEL ISENBARGER 2021-10-14
002 2019-01-01 DANIEL ISENBARGER 2020-10-09
002 2018-01-01 DANIEL ISENBARGER 2019-10-11
002 2017-01-01 TOM ROUSE 2018-07-17
002 2016-01-01 TOM ROUSE 2017-08-03
002 2015-01-01 TOM ROUSE 2016-07-22
002 2014-01-01 TOM ROUSE
002 2013-01-01 TOM ROUSE
002 2012-01-01 THOMAS A ROUSE THOMAS A ROUSE 2013-07-17
002 2011-01-01 THOMAS A. ROUSE THOMAS A. ROUSE 2012-06-26
002 2010-01-01 THOMAS ROUSE
002 2009-01-01 THOMAS A ROUSE THOMAS A ROUSE 2010-09-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	JENNY LOCKARD	2023-10-16
002	2021-01-01	DANIEL ISENBARGER	2022-09-26
002	2020-01-01	DANIEL ISENBARGER	2021-10-14
002	2019-01-01	DANIEL ISENBARGER	2020-10-09
002	2018-01-01	DANIEL ISENBARGER	2019-10-11
002	2017-01-01	TOM ROUSE	2018-07-17
002	2016-01-01	TOM ROUSE	2017-08-03
002	2015-01-01	TOM ROUSE	2016-07-22
002	2014-01-01	TOM ROUSE
002	2013-01-01	TOM ROUSE
002	2012-01-01	THOMAS A ROUSE		THOMAS A ROUSE	2013-07-17
002	2011-01-01	THOMAS A. ROUSE		THOMAS A. ROUSE	2012-06-26
002	2010-01-01	THOMAS ROUSE
002	2009-01-01	THOMAS A ROUSE		THOMAS A ROUSE	2010-09-15

Plan Statistics for TEAMSTERS LOCAL 20 401K PLAN

401k plan membership statisitcs for TEAMSTERS LOCAL 20 401K PLAN

Measure Date Value
2014: TEAMSTERS LOCAL 20 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 46
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 11
Total of all active and inactive participants 2014-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 57
Number of participants with account balances 2014-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: TEAMSTERS LOCAL 20 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 40
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 8
Total of all active and inactive participants 2013-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 48
Number of participants with account balances 2013-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: TEAMSTERS LOCAL 20 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 40
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 43
Number of participants with account balances 2012-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: TEAMSTERS LOCAL 20 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 40
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 3
Total of all active and inactive participants 2011-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 43
Number of participants with account balances 2011-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: TEAMSTERS LOCAL 20 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 50
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 4
Total of all active and inactive participants 2010-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 54
Number of participants with account balances 2010-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: TEAMSTERS LOCAL 20 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 45
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 46
Number of participants with account balances 2009-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: TEAMSTERS LOCAL 20 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	46
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	11
Total of all active and inactive participants	2014-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	57
Number of participants with account balances	2014-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: TEAMSTERS LOCAL 20 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	40
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	8
Total of all active and inactive participants	2013-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	48
Number of participants with account balances	2013-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: TEAMSTERS LOCAL 20 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	40
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	43
Number of participants with account balances	2012-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: TEAMSTERS LOCAL 20 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	40
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	3
Total of all active and inactive participants	2011-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	43
Number of participants with account balances	2011-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: TEAMSTERS LOCAL 20 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	50
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	4
Total of all active and inactive participants	2010-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	54
Number of participants with account balances	2010-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: TEAMSTERS LOCAL 20 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	45
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	46
Number of participants with account balances	2009-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on TEAMSTERS LOCAL 20 401K PLAN

Measure	Date	Value
2014 : TEAMSTERS LOCAL 20 401K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$142,738
Expenses. Total of all expenses incurred	2014-12-31	$91,950
Benefits paid (including direct rollovers)	2014-12-31	$91,950
Total plan assets at end of year	2014-12-31	$844,989
Total plan assets at beginning of year	2014-12-31	$794,201
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$32,109
Contributions received from other sources (not participants or employers)	2014-12-31	$17,139
Other income received	2014-12-31	$36,090
Net income (gross income less expenses)	2014-12-31	$50,788
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$844,989
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$794,201
Total contributions received or receivable from employer(s)	2014-12-31	$57,400
2013 : TEAMSTERS LOCAL 20 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$213,896
Expenses. Total of all expenses incurred	2013-12-31	$8,805
Benefits paid (including direct rollovers)	2013-12-31	$8,765
Total plan assets at end of year	2013-12-31	$794,201
Total plan assets at beginning of year	2013-12-31	$589,110
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$30,577
Expenses. Other expenses not covered elsewhere	2013-12-31	$40
Other income received	2013-12-31	$127,049
Net income (gross income less expenses)	2013-12-31	$205,091
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$794,201
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$589,110
Total contributions received or receivable from employer(s)	2013-12-31	$56,270
2012 : TEAMSTERS LOCAL 20 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$167,968
Expenses. Total of all expenses incurred	2012-12-31	$41,475
Benefits paid (including direct rollovers)	2012-12-31	$41,475
Total plan assets at end of year	2012-12-31	$589,110
Total plan assets at beginning of year	2012-12-31	$462,617
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$29,915
Other income received	2012-12-31	$73,443
Net income (gross income less expenses)	2012-12-31	$126,493
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$589,110
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$462,617
Total contributions received or receivable from employer(s)	2012-12-31	$64,610
2011 : TEAMSTERS LOCAL 20 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$84,848
Expenses. Total of all expenses incurred	2011-12-31	$29,316
Benefits paid (including direct rollovers)	2011-12-31	$29,316
Total plan assets at end of year	2011-12-31	$462,617
Total plan assets at beginning of year	2011-12-31	$407,085
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$28,879
Other income received	2011-12-31	$-13,701
Net income (gross income less expenses)	2011-12-31	$55,532
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$462,617
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$407,085
Total contributions received or receivable from employer(s)	2011-12-31	$69,670
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : TEAMSTERS LOCAL 20 401K PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$155,637
Expenses. Total of all expenses incurred	2010-12-31	$11,004
Benefits paid (including direct rollovers)	2010-12-31	$11,004
Total plan assets at end of year	2010-12-31	$407,085
Total plan assets at beginning of year	2010-12-31	$262,452
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$29,719
Other income received	2010-12-31	$50,868
Net income (gross income less expenses)	2010-12-31	$144,633
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$407,085
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$262,452
Total contributions received or receivable from employer(s)	2010-12-31	$75,050
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : TEAMSTERS LOCAL 20 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for TEAMSTERS LOCAL 20 401K PLAN

2014: TEAMSTERS LOCAL 20 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: TEAMSTERS LOCAL 20 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: TEAMSTERS LOCAL 20 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: TEAMSTERS LOCAL 20 401K 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	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: TEAMSTERS LOCAL 20 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: TEAMSTERS LOCAL 20 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DAYTON HEIDELBERG DISTRIBUTING CO., LLC
Employer identification number (EIN):	310620091
NAIC Classification:	424800