401k Plan data: PAQUETTE ASSOCIATES & COMPANY 401K PROFIT SHARING PLAN & TRUST plan

PAQUETTE ASSOCIATES & COMPANY 401K PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	PAQUETTE ASSOCIATES & COMPANY 401K PROFIT SHARING PLAN & TRUST
Plan identification number	001

PAQUETTE ASSOCIATES & COMPANY 401K PROFIT SHARING PLAN & TRUST 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.

401k Sponsoring company profile

PAQUETTE ASSOCIATES & COMPANY has sponsored the creation of one or more 401k plans.

Company Name: PAQUETTE ASSOCIATES & COMPANY

Employer identification number (EIN): 043249787

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAQUETTE ASSOCIATES & COMPANY 401K PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 EDWARD ROJAS 2023-04-24
001 2021-01-01 EDWARD ROJAS 2022-05-23
001 2020-01-01 EDWARD ROJAS 2021-05-24
001 2018-01-01 EDWARD ROJAS
001 2017-01-01 STEVEN ZANIBONI 2018-05-16
001 2016-01-01 STEVEN ZANIBONI 2017-07-07
001 2015-01-01 STEVEN ZANIBONI 2016-06-13
001 2014-01-01 STEVEN ZANIBONI 2015-07-16
001 2013-01-01 STEVEN ZANIBONI 2014-07-09
001 2012-01-01 STEVEN ZANIBONI 2013-07-17
001 2011-01-01 STEVEN ZANIBONI
001 2009-01-01 STEVEN ZANIBONI

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	EDWARD ROJAS	2023-04-24
001	2021-01-01	EDWARD ROJAS	2022-05-23
001	2020-01-01	EDWARD ROJAS	2021-05-24
001	2018-01-01	EDWARD ROJAS
001	2017-01-01	STEVEN ZANIBONI	2018-05-16
001	2016-01-01	STEVEN ZANIBONI	2017-07-07
001	2015-01-01	STEVEN ZANIBONI	2016-06-13
001	2014-01-01	STEVEN ZANIBONI	2015-07-16
001	2013-01-01	STEVEN ZANIBONI	2014-07-09
001	2012-01-01	STEVEN ZANIBONI	2013-07-17
001	2011-01-01	STEVEN ZANIBONI
001	2009-01-01	STEVEN ZANIBONI

Plan Statistics for PAQUETTE ASSOCIATES & COMPANY 401K PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for PAQUETTE ASSOCIATES & COMPANY 401K PROFIT SHARING PLAN & TRUST

Measure Date Value
2018: PAQUETTE ASSOCIATES & COMPANY 401K PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 9
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 9
Number of participants with account balances 2018-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2011: PAQUETTE ASSOCIATES & COMPANY 401K PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: PAQUETTE ASSOCIATES & COMPANY 401K PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2018: PAQUETTE ASSOCIATES & COMPANY 401K PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	9
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	9
Number of participants with account balances	2018-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2011: PAQUETTE ASSOCIATES & COMPANY 401K PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: PAQUETTE ASSOCIATES & COMPANY 401K PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PAQUETTE ASSOCIATES & COMPANY 401K PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2018 : PAQUETTE ASSOCIATES & COMPANY 401K PROFIT SHARING PLAN & TRUST 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-974
Expenses. Total of all expenses incurred	2018-12-31	$2,694
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$260,517
Total plan assets at beginning of year	2018-12-31	$264,185
Value of fidelity bond covering the plan	2018-12-31	$0
Total contributions received or receivable from participants	2018-12-31	$8,750
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-13,224
Net income (gross income less expenses)	2018-12-31	$-3,668
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$260,517
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$264,185
Total contributions received or receivable from employer(s)	2018-12-31	$3,500
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$2,694
2011 : PAQUETTE ASSOCIATES & COMPANY 401K PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$-4,255
Expenses. Total of all expenses incurred	2011-12-31	$1,302
Total plan assets at end of year	2011-12-31	$154,694
Total plan assets at beginning of year	2011-12-31	$160,251
Value of fidelity bond covering the plan	2011-12-31	$30,000
Other income received	2011-12-31	$-4,255
Net income (gross income less expenses)	2011-12-31	$-5,557
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$154,694
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$160,251
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,302
2010 : PAQUETTE ASSOCIATES & COMPANY 401K PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$20,901
Expenses. Total of all expenses incurred	2010-12-31	$1,206
Total plan assets at end of year	2010-12-31	$160,251
Total plan assets at beginning of year	2010-12-31	$140,556
Value of fidelity bond covering the plan	2010-12-31	$30,000
Other income received	2010-12-31	$20,901
Net income (gross income less expenses)	2010-12-31	$19,695
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$160,251
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$140,556
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,206
2009 : PAQUETTE ASSOCIATES & COMPANY 401K PROFIT SHARING PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for PAQUETTE ASSOCIATES & COMPANY 401K PROFIT SHARING PLAN & TRUST

2018: PAQUETTE ASSOCIATES & COMPANY 401K PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2011: PAQUETTE ASSOCIATES & COMPANY 401K PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PAQUETTE ASSOCIATES & COMPANY 401K PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PAQUETTE ASSOCIATES & COMPANY
Employer identification number (EIN):	043249787
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services