401k Plan data: 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.

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
002 2023-01-01 CHARLES ZARFAS 2024-09-19
002 2022-01-01 CHARLES ZARFAS 2023-05-16
002 2021-01-01
002 2020-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	CHARLES ZARFAS	2024-09-19
002	2022-01-01	CHARLES ZARFAS	2023-05-16
002	2021-01-01
002	2020-01-01

Plan Statistics for

401k plan membership statisitcs for

Measure Date Value
2024: 2024 401k membership
Total number of particpants at beginning of year 2024-09-19 12
Total number of particpants at end of year 2024-09-19 12
Number of Participants With Account Balances 2024-09-19 10
2022: 2022 401k membership
Total number of particpants at beginning of year 2022-06-20 10
Total number of particpants at end of year 2022-06-20 12
Number of Participants With Account Balances 2022-06-20 11

Measure	Date	Value
2024: 2024 401k membership
Total number of particpants at beginning of year	2024-09-19	12
Total number of particpants at end of year	2024-09-19	12
Number of Participants With Account Balances	2024-09-19	10
2022: 2022 401k membership
Total number of particpants at beginning of year	2022-06-20	10
Total number of particpants at end of year	2022-06-20	12
Number of Participants With Account Balances	2022-06-20	11

Financial Data on

Measure	Date	Value
2024 : 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-09-19	13213
Net assets as of the end of the plan year	2024-09-19	650523
Total assets as of the beginning of the plan year	2024-09-19	505963
Value of plan covered by a fidelity bond	2024-09-19	50000
Participant contributions to plan in this plan year	2024-09-19	18637
Value of participant loans at end of plan year	2024-09-19	42642
Other income to plan in this plan year	2024-09-19	125410
Plan net income in this plan year	2024-09-19	144560
Net assets as of the end of the plan year	2024-09-19	650523
Net assets as of the beginning of the plan year	2024-09-19	505963
Employer contributions to plan in this plan year	2024-09-19	13726
Expensese paid to adminstrative service provicers from plan in this plan year	2024-09-19	8089
2022 : 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-06-20	9438
Net assets as of the end of the plan year	2022-06-20	582244
Total assets as of the beginning of the plan year	2022-06-20	489995
Value of plan covered by a fidelity bond	2022-06-20	50000
Participant contributions to plan in this plan year	2022-06-20	23899
Other expenses paid from plan in this plan year	2022-06-20	0
Other contributions to plan in this plan year	2022-06-20	0
Other income to plan in this plan year	2022-06-20	58534
Plan net income in this plan year	2022-06-20	92249
Net assets as of the end of the plan year	2022-06-20	582244
Net assets as of the beginning of the plan year	2022-06-20	489995
Employer contributions to plan in this plan year	2022-06-20	19254
Expensese paid to adminstrative service provicers from plan in this plan year	2022-06-20	9438

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