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ARMSTRONG & DIXON ADVISOR GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameARMSTRONG & DIXON ADVISOR GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

ARMSTRONG & DIXON ADVISOR GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ARMSTRONG & DIXON ADVISOR GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:ARMSTRONG & DIXON ADVISOR GROUP, INC.
Employer identification number (EIN):461309309
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ARMSTRONG & DIXON ADVISOR GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KATIE BROWN2024-09-06
0012022-01-01GREGORY ARMSTRONG2023-10-12
0012021-01-01GREGORY ARMSTRONG2022-10-07
0012020-01-01GREGORY ARMSTRONG2021-08-30
0012019-01-01GREGORY ARMSTRONG2020-09-04
0012018-01-01GREGORY ARMSTRONG2019-09-23
0012017-01-01GREGORY ARMSTRONG2018-09-26
0012016-01-01GREGORY ARMSTRONG2017-04-25
0012015-01-01GREGORY ARMSTRONG2016-06-14
0012014-01-01GREGORY ARMSTRONG2015-06-29
0012013-01-01GREGORY ARMSTRONG2014-06-17

Plan Statistics for ARMSTRONG & DIXON ADVISOR GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for ARMSTRONG & DIXON ADVISOR GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025: ARMSTRONG & DIXON ADVISOR GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-09-238
Total number of particpants at end of year2025-09-2310
Number of Participants With Account Balances2025-09-2310
2024: ARMSTRONG & DIXON ADVISOR GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-09-068
Total number of particpants at end of year2024-09-068
Number of Participants With Account Balances2024-09-068
2022: ARMSTRONG & DIXON ADVISOR GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total number of particpants at beginning of year2022-10-0711
Total number of particpants at end of year2022-10-079
Number of Participants With Account Balances2022-10-079

Financial Data on ARMSTRONG & DIXON ADVISOR GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : ARMSTRONG & DIXON ADVISOR GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-230
Net assets as of the end of the plan year2025-09-231351282
Total assets as of the beginning of the plan year2025-09-231053714
Value of plan covered by a fidelity bond2025-09-23150000
Participant contributions to plan in this plan year2025-09-23103536
Value of participant loans at end of plan year2025-09-2322686
Other income to plan in this plan year2025-09-23150602
Plan net income in this plan year2025-09-23297568
Net assets as of the end of the plan year2025-09-231351282
Net assets as of the beginning of the plan year2025-09-231053714
Employer contributions to plan in this plan year2025-09-2343430
2024 : ARMSTRONG & DIXON ADVISOR GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-06275
Net assets as of the end of the plan year2024-09-061053714
Total assets as of the beginning of the plan year2024-09-06768000
Value of plan covered by a fidelity bond2024-09-06150000
Participant contributions to plan in this plan year2024-09-0693540
Value of participant loans at end of plan year2024-09-0672944
Other income to plan in this plan year2024-09-06151346
Plan net income in this plan year2024-09-06285714
Net assets as of the end of the plan year2024-09-061053714
Net assets as of the beginning of the plan year2024-09-06768000
Employer contributions to plan in this plan year2024-09-0641103
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-06275
2022 : ARMSTRONG & DIXON ADVISOR GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-0750901
Net assets as of the end of the plan year2022-10-071557327
Total assets as of the beginning of the plan year2022-10-071378827
Value of plan covered by a fidelity bond2022-10-07155733
Participant contributions to plan in this plan year2022-10-0786826
Other income to plan in this plan year2022-10-07111246
Plan net income in this plan year2022-10-07178500
Net assets as of the end of the plan year2022-10-071557327
Net assets as of the beginning of the plan year2022-10-071378827
Employer contributions to plan in this plan year2022-10-0731329
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-07320

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