401k Plan data: 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
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.
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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2023-01-01 RONALDSHIFMAN 2024-05-01
004 2022-01-01 RONALDSHIFMAN 2023-03-18
004 2021-01-01 RONALDSHIFMAN 2022-03-26
004 2021-01-01 RONALDSHIFMAN 2022-03-28
004 2020-01-01 RONALDSHIFMAN 2021-07-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
004	2023-01-01	RONALDSHIFMAN	2024-05-01
004	2022-01-01	RONALDSHIFMAN	2023-03-18
004	2021-01-01	RONALDSHIFMAN	2022-03-26
004	2021-01-01	RONALDSHIFMAN	2022-03-28
004	2020-01-01	RONALDSHIFMAN	2021-07-23

Plan Statistics for

401k plan membership statisitcs for

Measure Date Value
2025: 2025 401k membership
Total number of particpants at beginning of year 2025-06-24 2
Total number of particpants at end of year 2025-06-24 2
Number of Participants With Account Balances 2025-06-24 2
2024: 2024 401k membership
Total number of particpants at beginning of year 2024-05-01 2
Total number of particpants at end of year 2024-05-01 2
2022: 2022 401k membership
Total number of particpants at beginning of year 2022-03-28 2
Total number of particpants at end of year 2022-03-28 2
Number of Participants With Account Balances 2022-03-28 2

Measure	Date	Value
2025: 2025 401k membership
Total number of particpants at beginning of year	2025-06-24	2
Total number of particpants at end of year	2025-06-24	2
Number of Participants With Account Balances	2025-06-24	2
2024: 2024 401k membership
Total number of particpants at beginning of year	2024-05-01	2
Total number of particpants at end of year	2024-05-01	2
2022: 2022 401k membership
Total number of particpants at beginning of year	2022-03-28	2
Total number of particpants at end of year	2022-03-28	2
Number of Participants With Account Balances	2022-03-28	2

Financial Data on

Measure	Date	Value
2025 : 2025 401k financial data
Net assets as of the end of the plan year	2025-06-24	4250794
Total assets as of the beginning of the plan year	2025-06-24	3946769
Participant contributions to plan in this plan year	2025-06-24	30500
Other income to plan in this plan year	2025-06-24	257862
Plan net income in this plan year	2025-06-24	304025
Net assets as of the end of the plan year	2025-06-24	4250794
Net assets as of the beginning of the plan year	2025-06-24	3946769
Employer contributions to plan in this plan year	2025-06-24	15663
2024 : 2024 401k financial data
Net assets as of the end of the plan year	2024-05-01	3946769
Total assets as of the beginning of the plan year	2024-05-01	3326374
Participant contributions to plan in this plan year	2024-05-01	60000
Other income to plan in this plan year	2024-05-01	542895
Plan net income in this plan year	2024-05-01	620395
Net assets as of the end of the plan year	2024-05-01	3946769
Net assets as of the beginning of the plan year	2024-05-01	3326374
Employer contributions to plan in this plan year	2024-05-01	17500
2022 : 2022 401k financial data
Net assets as of the end of the plan year	2022-03-28	4116968
Total assets as of the beginning of the plan year	2022-03-28	3599961
Participant contributions to plan in this plan year	2022-03-28	52000
Other income to plan in this plan year	2022-03-28	418107
Plan net income in this plan year	2022-03-28	517007
Net assets as of the end of the plan year	2022-03-28	4116968
Net assets as of the beginning of the plan year	2022-03-28	3599961
Employer contributions to plan in this plan year	2022-03-28	46900

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