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Benefits

401k Plan TypeDefined 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.
  • 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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JEANNE MCCAUGHAN2024-07-30
0012022-01-01JEANNE MCCAUGHAN2023-09-18
0012021-01-01JEANNE MCCAUGHAN2022-06-16
0012020-01-01JEANNE MCCAUGHAN2021-09-14

Plan Statistics for

401k plan membership statisitcs for

Measure Date Value
2025: 2025 401k membership
Total number of particpants at beginning of year2025-05-2911
Total number of particpants at end of year2025-05-2911
Number of Participants With Account Balances2025-05-2910
2024: 2024 401k membership
Total number of particpants at beginning of year2024-07-3010
Total number of particpants at end of year2024-07-3011
Number of Participants With Account Balances2024-07-3010
2022: 2022 401k membership
Total number of particpants at beginning of year2022-06-169
Total number of particpants at end of year2022-06-1610
Number of Participants With Account Balances2022-06-169

Financial Data on

Measure Date Value
2025 : 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-290
Total liabilities as of the end of the plan year2025-05-290
Total liabilities as of the beginning of the plan year2025-05-290
Total expenses incurred by plan in this plan year2025-05-29374
Net assets as of the end of the plan year2025-05-2975564
Total assets as of the beginning of the plan year2025-05-2948577
Value of plan covered by a fidelity bond2025-05-2920000
Participant contributions to plan in this plan year2025-05-2911680
Other expenses paid from plan in this plan year2025-05-290
Other contributions to plan in this plan year2025-05-290
Other income to plan in this plan year2025-05-296535
Plan net income in this plan year2025-05-2926987
Net assets as of the end of the plan year2025-05-2975564
Net assets as of the beginning of the plan year2025-05-2948577
Employer contributions to plan in this plan year2025-05-299146
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-29374
2024 : 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-300
Total liabilities as of the end of the plan year2024-07-300
Total liabilities as of the beginning of the plan year2024-07-300
Total expenses incurred by plan in this plan year2024-07-30193
Net assets as of the end of the plan year2024-07-3048577
Total assets as of the beginning of the plan year2024-07-3027539
Value of plan covered by a fidelity bond2024-07-3020000
Participant contributions to plan in this plan year2024-07-308468
Other expenses paid from plan in this plan year2024-07-300
Other contributions to plan in this plan year2024-07-300
Other income to plan in this plan year2024-07-306196
Plan net income in this plan year2024-07-3021038
Net assets as of the end of the plan year2024-07-3048577
Net assets as of the beginning of the plan year2024-07-3027539
Employer contributions to plan in this plan year2024-07-306567
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-30193
2022 : 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-160
Total liabilities as of the end of the plan year2022-06-160
Total liabilities as of the beginning of the plan year2022-06-160
Total expenses incurred by plan in this plan year2022-06-1666
Net assets as of the end of the plan year2022-06-1618009
Total assets as of the beginning of the plan year2022-06-169212
Value of plan covered by a fidelity bond2022-06-1620000
Participant contributions to plan in this plan year2022-06-167350
Other expenses paid from plan in this plan year2022-06-160
Other contributions to plan in this plan year2022-06-160
Other income to plan in this plan year2022-06-161513
Plan net income in this plan year2022-06-168797
Net assets as of the end of the plan year2022-06-1618009
Net assets as of the beginning of the plan year2022-06-169212
Employer contributions to plan in this plan year2022-06-160
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-1666

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