401k Plan data: DAVID E. ADLER, INC. RESTATED PROFIT SHARING PLAN plan

DAVID E. ADLER, INC. RESTATED PROFIT SHARING PLAN 401k Plan overview

Plan Name	DAVID E. ADLER, INC. RESTATED PROFIT SHARING PLAN
Plan identification number	001

DAVID E. ADLER, INC. RESTATED PROFIT SHARING 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
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

DAVID E. ADLER, INC. has sponsored the creation of one or more 401k plans.

Company Name: DAVID E. ADLER, INC.

Employer identification number (EIN): 860538892

NAIC Classification: 453990

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID E. ADLER, INC. RESTATED PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-10-01 DAVID E ADLER 2020-10-22
001 2018-10-01 DAVID E ADLER 2020-04-30
001 2018-10-01 DAVID E ADLER 2020-04-30
001 2017-10-01
001 2016-10-01
001 2015-10-01 DAVID E ADLER
001 2014-10-01 DAVID E ADLER
001 2013-10-01 SENKA REDZIC DAVID E ADLER INC. 2015-03-11
001 2012-10-01 DAVID ADLER
001 2011-10-01 DAVID ADLER
001 2009-10-01 DAVID ADLER
001 2008-10-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-10-01	DAVID E ADLER	2020-10-22
001	2018-10-01	DAVID E ADLER	2020-04-30
001	2018-10-01	DAVID E ADLER	2020-04-30
001	2017-10-01
001	2016-10-01
001	2015-10-01	DAVID E ADLER
001	2014-10-01	DAVID E ADLER
001	2013-10-01	SENKA REDZIC		DAVID E ADLER INC.	2015-03-11
001	2012-10-01	DAVID ADLER
001	2011-10-01	DAVID ADLER
001	2009-10-01	DAVID ADLER
001	2008-10-01

Financial Data on DAVID E. ADLER, INC. RESTATED PROFIT SHARING PLAN

Measure	Date	Value
2020 : DAVID E. ADLER, INC. RESTATED PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-08-31	$0
Total plan liabilities at beginning of year	2020-08-31	$0
Total income from all sources	2020-08-31	$-8,246
Expenses. Total of all expenses incurred	2020-08-31	$1,021,739
Benefits paid (including direct rollovers)	2020-08-31	$1,018,947
Total plan assets at end of year	2020-08-31	$0
Total plan assets at beginning of year	2020-08-31	$1,029,985
Value of fidelity bond covering the plan	2020-08-31	$950,000
Total contributions received or receivable from participants	2020-08-31	$0
Expenses. Other expenses not covered elsewhere	2020-08-31	$15
Contributions received from other sources (not participants or employers)	2020-08-31	$0
Other income received	2020-08-31	$-8,246
Noncash contributions received	2020-08-31	$0
Net income (gross income less expenses)	2020-08-31	$-1,029,985
Net plan assets at end of year (total assets less liabilities)	2020-08-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2020-08-31	$1,029,985
Total contributions received or receivable from employer(s)	2020-08-31	$0
Value of certain deemed distributions of participant loans	2020-08-31	$0
Value of corrective distributions	2020-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-08-31	$2,777
2019 : DAVID E. ADLER, INC. RESTATED PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-09-30	$0
Total plan liabilities at beginning of year	2019-09-30	$0
Total income from all sources	2019-09-30	$-19,824
Expenses. Total of all expenses incurred	2019-09-30	$3,392
Benefits paid (including direct rollovers)	2019-09-30	$0
Total plan assets at end of year	2019-09-30	$1,029,985
Total plan assets at beginning of year	2019-09-30	$1,053,201
Value of fidelity bond covering the plan	2019-09-30	$950,000
Assets. Value of tangible personal property	2019-09-30	$107,200
Total contributions received or receivable from participants	2019-09-30	$0
Expenses. Other expenses not covered elsewhere	2019-09-30	$0
Contributions received from other sources (not participants or employers)	2019-09-30	$0
Other income received	2019-09-30	$-46,824
Noncash contributions received	2019-09-30	$0
Net income (gross income less expenses)	2019-09-30	$-23,216
Net plan assets at end of year (total assets less liabilities)	2019-09-30	$1,029,985
Net plan assets at beginning of year (total assets less liabilities)	2019-09-30	$1,053,201
Total contributions received or receivable from employer(s)	2019-09-30	$27,000
Value of certain deemed distributions of participant loans	2019-09-30	$0
Value of corrective distributions	2019-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-09-30	$3,392
2018 : DAVID E. ADLER, INC. RESTATED PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-09-30	$77,443
Expenses. Total of all expenses incurred	2018-09-30	$2,882
Total plan assets at end of year	2018-09-30	$1,053,201
Total plan assets at beginning of year	2018-09-30	$978,640
Value of fidelity bond covering the plan	2018-09-30	$950,000
Assets. Value of tangible personal property	2018-09-30	$182,391
Other income received	2018-09-30	$51,443
Net income (gross income less expenses)	2018-09-30	$74,561
Net plan assets at end of year (total assets less liabilities)	2018-09-30	$1,053,201
Net plan assets at beginning of year (total assets less liabilities)	2018-09-30	$978,640
Total contributions received or receivable from employer(s)	2018-09-30	$26,000
Expenses. Administrative service providers (salaries,fees and commissions)	2018-09-30	$2,882
2017 : DAVID E. ADLER, INC. RESTATED PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-09-30	$108,322
Expenses. Total of all expenses incurred	2017-09-30	$630
Benefits paid (including direct rollovers)	2017-09-30	$237
Total plan assets at end of year	2017-09-30	$978,640
Total plan assets at beginning of year	2017-09-30	$870,948
Value of fidelity bond covering the plan	2017-09-30	$750,000
Assets. Value of tangible personal property	2017-09-30	$298,585
Other income received	2017-09-30	$84,950
Net income (gross income less expenses)	2017-09-30	$107,692
Net plan assets at end of year (total assets less liabilities)	2017-09-30	$978,640
Net plan assets at beginning of year (total assets less liabilities)	2017-09-30	$870,948
Total contributions received or receivable from employer(s)	2017-09-30	$23,372
Expenses. Administrative service providers (salaries,fees and commissions)	2017-09-30	$393
2016 : DAVID E. ADLER, INC. RESTATED PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-09-30	$98,847
Expenses. Total of all expenses incurred	2016-09-30	$0
Benefits paid (including direct rollovers)	2016-09-30	$0
Total plan assets at end of year	2016-09-30	$870,948
Total plan assets at beginning of year	2016-09-30	$772,101
Value of fidelity bond covering the plan	2016-09-30	$750,000
Assets. Value of tangible personal property	2016-09-30	$382,675
Total contributions received or receivable from participants	2016-09-30	$0
Expenses. Other expenses not covered elsewhere	2016-09-30	$0
Contributions received from other sources (not participants or employers)	2016-09-30	$0
Other income received	2016-09-30	$46,847
Noncash contributions received	2016-09-30	$0
Net income (gross income less expenses)	2016-09-30	$98,847
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$870,948
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$772,101
Total contributions received or receivable from employer(s)	2016-09-30	$52,000
Value of certain deemed distributions of participant loans	2016-09-30	$0
Value of corrective distributions	2016-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-09-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-09-30	$0
2015 : DAVID E. ADLER, INC. RESTATED PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-09-30	$120
Total income from all sources	2015-09-30	$28,052
Expenses. Total of all expenses incurred	2015-09-30	$0
Total plan assets at end of year	2015-09-30	$772,101
Total plan assets at beginning of year	2015-09-30	$744,169
Value of fidelity bond covering the plan	2015-09-30	$750,000
Assets. Value of tangible personal property	2015-09-30	$382,675
Other income received	2015-09-30	$-23,948
Net income (gross income less expenses)	2015-09-30	$28,052
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$772,101
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$744,049
Total contributions received or receivable from employer(s)	2015-09-30	$52,000
2014 : DAVID E. ADLER, INC. RESTATED PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-09-30	$120
Total plan liabilities at beginning of year	2014-09-30	$120
Total income from all sources	2014-09-30	$91,544
Expenses. Total of all expenses incurred	2014-09-30	$0
Total plan assets at end of year	2014-09-30	$744,169
Total plan assets at beginning of year	2014-09-30	$652,625
Value of fidelity bond covering the plan	2014-09-30	$750,000
Assets. Value of tangible personal property	2014-09-30	$382,675
Other income received	2014-09-30	$39,544
Net income (gross income less expenses)	2014-09-30	$91,544
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$744,049
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$652,505
Total contributions received or receivable from employer(s)	2014-09-30	$52,000
2013 : DAVID E. ADLER, INC. RESTATED PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-09-30	$120
Total plan liabilities at beginning of year	2013-09-30	$120
Total income from all sources	2013-09-30	$34,686
Expenses. Total of all expenses incurred	2013-09-30	$30
Total plan assets at end of year	2013-09-30	$652,625
Total plan assets at beginning of year	2013-09-30	$617,969
Value of fidelity bond covering the plan	2013-09-30	$750,000
Assets. Value of tangible personal property	2013-09-30	$437,050
Other income received	2013-09-30	$34,686
Net income (gross income less expenses)	2013-09-30	$34,656
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$652,505
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$617,849
Expenses. Administrative service providers (salaries,fees and commissions)	2013-09-30	$30
2012 : DAVID E. ADLER, INC. RESTATED PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-09-30	$120
Total plan liabilities at beginning of year	2012-09-30	$120
Total income from all sources	2012-09-30	$27,333
Expenses. Total of all expenses incurred	2012-09-30	$0
Total plan assets at end of year	2012-09-30	$617,969
Total plan assets at beginning of year	2012-09-30	$590,636
Value of fidelity bond covering the plan	2012-09-30	$750,000
Assets. Value of tangible personal property	2012-09-30	$448,230
Other income received	2012-09-30	$27,333
Net income (gross income less expenses)	2012-09-30	$27,333
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$617,849
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$590,516
2011 : DAVID E. ADLER, INC. RESTATED PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-09-30	$120
Total plan liabilities at beginning of year	2011-09-30	$120
Total income from all sources	2011-09-30	$-991
Expenses. Total of all expenses incurred	2011-09-30	$0
Total plan assets at end of year	2011-09-30	$590,636
Total plan assets at beginning of year	2011-09-30	$591,627
Value of fidelity bond covering the plan	2011-09-30	$750,000
Assets. Value of tangible personal property	2011-09-30	$441,493
Other income received	2011-09-30	$-991
Net income (gross income less expenses)	2011-09-30	$-991
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$590,516
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$591,507

Form 5500 Responses for DAVID E. ADLER, INC. RESTATED PROFIT SHARING PLAN

2019: DAVID E. ADLER, INC. RESTATED PROFIT SHARING PLAN 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	Submission has been amended	No
2019-10-01	This submission is the final filing	Yes
2019-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-10-01	Plan is a collectively bargained plan	No
2019-10-01	Plan funding arrangement – Trust	Yes
2019-10-01	Plan benefit arrangement - Trust	Yes
2018: DAVID E. ADLER, INC. RESTATED PROFIT SHARING PLAN 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	Submission has been amended	No
2018-10-01	This submission is the final filing	No
2018-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-10-01	Plan is a collectively bargained plan	No
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2017: DAVID E. ADLER, INC. RESTATED PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Submission has been amended	No
2017-10-01	This submission is the final filing	No
2017-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-10-01	Plan is a collectively bargained plan	No
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: DAVID E. ADLER, INC. RESTATED PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Submission has been amended	No
2016-10-01	This submission is the final filing	No
2016-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-10-01	Plan is a collectively bargained plan	No
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: DAVID E. ADLER, INC. RESTATED PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Submission has been amended	No
2015-10-01	This submission is the final filing	No
2015-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-10-01	Plan is a collectively bargained plan	No
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: DAVID E. ADLER, INC. RESTATED PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Submission has been amended	No
2014-10-01	This submission is the final filing	No
2014-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-10-01	Plan is a collectively bargained plan	No
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: DAVID E. ADLER, INC. RESTATED PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	No
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: DAVID E. ADLER, INC. RESTATED PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: DAVID E. ADLER, INC. RESTATED PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	No
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2009: DAVID E. ADLER, INC. RESTATED PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes
2008: DAVID E. ADLER, INC. RESTATED PROFIT SHARING PLAN 2008 form 5500 responses
2008-10-01	Type of plan entity	Single employer plan
2008-10-01	Submission has been amended	No
2008-10-01	This submission is the final filing	No
2008-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-10-01	Plan is a collectively bargained plan	No

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Company Name:	DAVID E. ADLER, INC.
Employer identification number (EIN):	860538892
NAIC Classification:	453990