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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.
  • 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
0022023-01-01JOSH OXENDALE2024-05-01
0022022-01-01JOSH OXENDALE2023-05-25
0022021-01-01JOSH OXENDALE2022-10-11
0022021-01-01JOSH OXENDALE2022-10-11
0022020-07-01JOSH OXENDALE2021-09-07

Plan Statistics for

401k plan membership statisitcs for

Measure Date Value
2025: 2025 401k membership
Total number of particpants at beginning of year2025-10-2812
Total number of particpants at end of year2025-10-2812
Number of Participants With Account Balances2025-10-2811
2024: 2024 401k membership
Total number of particpants at beginning of year2024-05-0113
Total number of particpants at end of year2024-05-0112
Number of Participants With Account Balances2024-05-0111
2022: 2022 401k membership
Total number of particpants at beginning of year2022-10-1111
Total number of particpants at end of year2022-10-1112
Number of Participants With Account Balances2022-10-1110

Financial Data on

Measure Date Value
2025 : 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-280
Total liabilities as of the end of the plan year2025-10-280
Total liabilities as of the beginning of the plan year2025-10-280
Total expenses incurred by plan in this plan year2025-10-2871222
Net assets as of the end of the plan year2025-10-281890151
Total assets as of the beginning of the plan year2025-10-281612688
Value of plan covered by a fidelity bond2025-10-28250000
Participant contributions to plan in this plan year2025-10-2884664
Other expenses paid from plan in this plan year2025-10-280
Other contributions to plan in this plan year2025-10-280
Other income to plan in this plan year2025-10-28236662
Plan net income in this plan year2025-10-28277463
Net assets as of the end of the plan year2025-10-281890151
Net assets as of the beginning of the plan year2025-10-281612688
Employer contributions to plan in this plan year2025-10-2827359
Fees paid to broker by Benefit Provider2025-10-281023
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-289617
2024 : 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-010
Total liabilities as of the end of the plan year2024-05-010
Total liabilities as of the beginning of the plan year2024-05-010
Total expenses incurred by plan in this plan year2024-05-0170682
Net assets as of the end of the plan year2024-05-011612688
Total assets as of the beginning of the plan year2024-05-011342358
Value of plan covered by a fidelity bond2024-05-01250000
Participant contributions to plan in this plan year2024-05-0185102
Other expenses paid from plan in this plan year2024-05-010
Other contributions to plan in this plan year2024-05-010
Other income to plan in this plan year2024-05-01226744
Plan net income in this plan year2024-05-01270330
Net assets as of the end of the plan year2024-05-011612688
Net assets as of the beginning of the plan year2024-05-011342358
Employer contributions to plan in this plan year2024-05-0129166
Fees paid to broker by Benefit Provider2024-05-01798
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-017846
2022 : 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-117611
Net assets as of the end of the plan year2022-10-111559209
Total assets as of the beginning of the plan year2022-10-111261554
Value of plan covered by a fidelity bond2022-10-11250000
Participant contributions to plan in this plan year2022-10-1165372
Other income to plan in this plan year2022-10-11218207
Plan net income in this plan year2022-10-11297655
Net assets as of the end of the plan year2022-10-111559209
Net assets as of the beginning of the plan year2022-10-111261554
Employer contributions to plan in this plan year2022-10-1121687
Fees paid to broker by Benefit Provider2022-10-113940
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-117478

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