401k Plan data: A. G. DILLARD 401(K) RETIREMENT PLAN plan

A. G. DILLARD 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	A. G. DILLARD 401(K) RETIREMENT PLAN
Plan identification number	002

A. G. DILLARD 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
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

A.G. DILLARD, INC. has sponsored the creation of one or more 401k plans.

Company Name: A.G. DILLARD, INC.

Employer identification number (EIN): 540922048

NAIC Classification: 238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan A. G. DILLARD 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 ALAN G DILLARD 111 2023-09-11
002 2022-01-01 SANDRA G GELLETLY 2023-05-22 SANDRA G GELLETLY 2023-05-22
002 2021-01-01 SANDRA G GELLETLY 2022-05-17
002 2020-01-01 SANDRA G GELLETLY 2021-06-16
002 2018-04-01 SANDRA 2019-05-21 SANDRA 2019-05-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	ALAN G DILLARD 111	2023-09-11
002	2022-01-01	SANDRA G GELLETLY	2023-05-22	SANDRA G GELLETLY	2023-05-22
002	2021-01-01	SANDRA G GELLETLY	2022-05-17
002	2020-01-01	SANDRA G GELLETLY	2021-06-16
002	2018-04-01	SANDRA	2019-05-21	SANDRA	2019-05-21

Plan Statistics for A. G. DILLARD 401(K) RETIREMENT PLAN

401k plan membership statisitcs for A. G. DILLARD 401(K) RETIREMENT PLAN

Measure Date Value
2022: A. G. DILLARD 401(K) RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-05-17 96
Total number of particpants at end of year 2022-05-17 85
Number of Participants With Account Balances 2022-05-17 41

Measure	Date	Value
2022: A. G. DILLARD 401(K) RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-05-17	96
Total number of particpants at end of year	2022-05-17	85
Number of Participants With Account Balances	2022-05-17	41

Financial Data on A. G. DILLARD 401(K) RETIREMENT PLAN

Measure	Date	Value
2022 : A. G. DILLARD 401(K) RETIREMENT PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year	2022-05-17	0
Total expenses incurred by plan in this plan year	2022-05-17	48176
Net assets as of the end of the plan year	2022-05-17	1143646
Total assets as of the beginning of the plan year	2022-05-17	709424
Value of plan covered by a fidelity bond	2022-05-17	135000
Participant contributions to plan in this plan year	2022-05-17	138163
Other contributions to plan in this plan year	2022-05-17	99198
Other income to plan in this plan year	2022-05-17	140417
Plan net income in this plan year	2022-05-17	434222
Net assets as of the end of the plan year	2022-05-17	1143646
Net assets as of the beginning of the plan year	2022-05-17	709424
Employer contributions to plan in this plan year	2022-05-17	104620
Expensese paid to adminstrative service provicers from plan in this plan year	2022-05-17	10995

Potentially related plans

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Company Name:	A.G. DILLARD, INC.
Employer identification number (EIN):	540922048
NAIC Classification:	238900