401k Plan data: ADVANCE 401(K) RETIREMENT PLAN plan

ADVANCE 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	ADVANCE 401(K) RETIREMENT PLAN
Plan identification number	002

ADVANCE 401(K) RETIREMENT 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.

401k Sponsoring company profile

ADVANCE has sponsored the creation of one or more 401k plans.

Company Name: ADVANCE

Employer identification number (EIN): 460348804

NAIC Classification: 624310
NAIC Description: Vocational Rehabilitation Services

Additional information about ADVANCE

Jurisdiction of Incorporation: South Dakota Secretary of State

Incorporation Date:

Company Identification Number: NS006588

More information about ADVANCE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADVANCE 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 BRIAN ARDRY 2024-06-28 BRIAN ARDRY 2024-06-28
002 2022-01-01 BRIAN ARDRY 2023-06-28 BRIAN ARDRY 2023-06-28
002 2021-01-01 BRIAN ARDRY 2022-06-24 BRIAN ARDRY 2022-06-24
002 2020-01-01 BRIAN ARDRY 2021-07-07 BRIAN ARDRY 2021-07-07
002 2019-01-01 BRIAN ARDRY 2020-06-30 BRIAN ARDRY 2020-06-30
002 2018-01-01 BRIAN ARDRY 2019-06-18
002 2017-01-01 BRIAN ARDRY 2018-06-19 BRIAN ARDRY 2018-06-19
002 2016-01-01 BRIAN ARDRY 2017-06-30 BRIAN ARDRY 2017-06-30
002 2015-01-01 BRIAN ARDRY 2016-06-24 BRIAN ARDRY 2016-06-24
002 2014-01-01 BRIAN ARDRY 2015-06-18 BRIAN ARDRY 2015-06-18
002 2013-01-01 BRIAN ARDRY 2014-07-01 BRIAN ARDRY 2014-07-01
002 2012-01-01 LARRY J. FRANKLIN 2013-07-09 LARRY J. FRANKLIN 2013-07-09
002 2011-01-01 LARRY J. FRANKLIN 2012-06-28 LARRY J. FRANKLIN 2012-06-28
002 2010-01-01 LARRY J. FRANKLIN 2011-07-18
002 2009-01-01 LARRY J. FRANKLIN
002 2009-01-01 LARRY J. FRANKLIN
002 2009-01-01 LARRY J. FRANKLIN
002 2009-01-01 LARRY J. FRANKLIN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	BRIAN ARDRY	2024-06-28	BRIAN ARDRY	2024-06-28
002	2022-01-01	BRIAN ARDRY	2023-06-28	BRIAN ARDRY	2023-06-28
002	2021-01-01	BRIAN ARDRY	2022-06-24	BRIAN ARDRY	2022-06-24
002	2020-01-01	BRIAN ARDRY	2021-07-07	BRIAN ARDRY	2021-07-07
002	2019-01-01	BRIAN ARDRY	2020-06-30	BRIAN ARDRY	2020-06-30
002	2018-01-01	BRIAN ARDRY	2019-06-18
002	2017-01-01	BRIAN ARDRY	2018-06-19	BRIAN ARDRY	2018-06-19
002	2016-01-01	BRIAN ARDRY	2017-06-30	BRIAN ARDRY	2017-06-30
002	2015-01-01	BRIAN ARDRY	2016-06-24	BRIAN ARDRY	2016-06-24
002	2014-01-01	BRIAN ARDRY	2015-06-18	BRIAN ARDRY	2015-06-18
002	2013-01-01	BRIAN ARDRY	2014-07-01	BRIAN ARDRY	2014-07-01
002	2012-01-01	LARRY J. FRANKLIN	2013-07-09	LARRY J. FRANKLIN	2013-07-09
002	2011-01-01	LARRY J. FRANKLIN	2012-06-28	LARRY J. FRANKLIN	2012-06-28
002	2010-01-01	LARRY J. FRANKLIN	2011-07-18
002	2009-01-01	LARRY J. FRANKLIN
002	2009-01-01	LARRY J. FRANKLIN
002	2009-01-01	LARRY J. FRANKLIN
002	2009-01-01	LARRY J. FRANKLIN

Financial Data on ADVANCE 401(K) RETIREMENT PLAN

Measure	Date	Value
2025 : ADVANCE 401(K) RETIREMENT PLAN 2025 401k financial data
Total liabilities as of the end of the plan year	2025-07-09	2020
Total liabilities as of the beginning of the plan year	2025-07-09	1959
Total expenses incurred by plan in this plan year	2025-07-09	730868
Net assets as of the end of the plan year	2025-07-09	5414370
Total assets as of the beginning of the plan year	2025-07-09	5099243
Value of plan covered by a fidelity bond	2025-07-09	500000
Participant contributions to plan in this plan year	2025-07-09	121830
Value of participant loans at end of plan year	2025-07-09	91781
Other income to plan in this plan year	2025-07-09	751463
Plan net income in this plan year	2025-07-09	315066
Net assets as of the end of the plan year	2025-07-09	5412350
Net assets as of the beginning of the plan year	2025-07-09	5097284
Employer contributions to plan in this plan year	2025-07-09	172641
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-09	8543
2024 : ADVANCE 401(K) RETIREMENT PLAN 2024 401k financial data
Total liabilities as of the end of the plan year	2024-06-28	1959
Total liabilities as of the beginning of the plan year	2024-06-28	1868
Total expenses incurred by plan in this plan year	2024-06-28	916449
Net assets as of the end of the plan year	2024-06-28	5099243
Total assets as of the beginning of the plan year	2024-06-28	4750337
Value of plan covered by a fidelity bond	2024-06-28	500000
Participant contributions to plan in this plan year	2024-06-28	116967
Value of participant loans at end of plan year	2024-06-28	44191
Other contributions to plan in this plan year	2024-06-28	90387
Other income to plan in this plan year	2024-06-28	900797
Plan net income in this plan year	2024-06-28	348815
Net assets as of the end of the plan year	2024-06-28	5097284
Net assets as of the beginning of the plan year	2024-06-28	4748469
Employer contributions to plan in this plan year	2024-06-28	157113
Expensese paid to adminstrative service provicers from plan in this plan year	2024-06-28	8409
2022 : ADVANCE 401(K) RETIREMENT PLAN 2022 401k financial data
Total liabilities as of the end of the plan year	2022-06-24	2009
Total liabilities as of the beginning of the plan year	2022-06-24	1698
Total expenses incurred by plan in this plan year	2022-06-24	68054
Net assets as of the end of the plan year	2022-06-24	6301292
Total assets as of the beginning of the plan year	2022-06-24	5251391
Value of plan covered by a fidelity bond	2022-06-24	500000
Participant contributions to plan in this plan year	2022-06-24	129173
Value of participant loans at end of plan year	2022-06-24	88684
Other income to plan in this plan year	2022-06-24	813348
Plan net income in this plan year	2022-06-24	1049590
Net assets as of the end of the plan year	2022-06-24	6299283
Net assets as of the beginning of the plan year	2022-06-24	5249693
Employer contributions to plan in this plan year	2022-06-24	175123
Expensese paid to adminstrative service provicers from plan in this plan year	2022-06-24	8027

Form 5500 Responses for ADVANCE 401(K) RETIREMENT PLAN

2009: ADVANCE 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

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Company Name:	ADVANCE
Employer identification number (EIN):	460348804
NAIC Classification:	624310
NAIC Description:	Vocational Rehabilitation Services

Jurisdiction of Incorporation:	South Dakota Secretary of State
Incorporation Date:
Company Identification Number:	NS006588