401k Plan data: ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN plan

ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

ALLISON ENGINEERING ASSOCIATES,INC. has sponsored the creation of one or more 401k plans.

Company Name: ALLISON ENGINEERING ASSOCIATES,INC.

Employer identification number (EIN): 043280314

NAIC Classification: 541330
NAIC Description: Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01 DONALD E. ALLISON 2021-07-29
001 2020-01-01
001 2019-01-01 DONALD E. ALLISON
001 2018-01-01 DONALD E. ALLISON 2019-10-07
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 DONALD E ALLISON
001 2011-01-01 DONALD E ALLISON
001 2009-01-01 DONALD E ALLISON

Plan Statistics for ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2020: ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 5
Total of all active and inactive participants 2020-01-01 5
Total participants 2020-01-01 5
Number of participants with account balances 2020-01-01 5
2019: ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
Total of all active and inactive participants 2019-01-01 5
Total participants 2019-01-01 5
Number of participants with account balances 2019-01-01 5
2018: ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5
Total of all active and inactive participants 2018-01-01 5
Total participants 2018-01-01 5
Number of participants with account balances 2018-01-01 5
2017: ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Total of all active and inactive participants 2017-01-01 5
Total participants 2017-01-01 5
Number of participants with account balances 2017-01-01 5
2016: ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
Total of all active and inactive participants 2016-01-01 5
Total participants 2016-01-01 5
Number of participants with account balances 2016-01-01 5
2015: ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Total of all active and inactive participants 2015-01-01 5
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
2014: ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Total of all active and inactive participants 2014-01-01 4
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 4
2013: ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Total of all active and inactive participants 2013-01-01 4
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
2012: ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Total of all active and inactive participants 2012-01-01 4
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
2011: ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 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
Total of all active and inactive participants 2011-01-01 4
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
2009: ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Total of all active and inactive participants 2009-01-01 4
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4

Measure	Date	Value
2020: ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	5
Total of all active and inactive participants	2020-01-01	5
Total participants	2020-01-01	5
Number of participants with account balances	2020-01-01	5
2019: ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
Total of all active and inactive participants	2019-01-01	5
Total participants	2019-01-01	5
Number of participants with account balances	2019-01-01	5
2018: ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5
Total of all active and inactive participants	2018-01-01	5
Total participants	2018-01-01	5
Number of participants with account balances	2018-01-01	5
2017: ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Total of all active and inactive participants	2017-01-01	5
Total participants	2017-01-01	5
Number of participants with account balances	2017-01-01	5
2016: ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
Total of all active and inactive participants	2016-01-01	5
Total participants	2016-01-01	5
Number of participants with account balances	2016-01-01	5
2015: ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Total of all active and inactive participants	2015-01-01	5
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
2014: ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Total of all active and inactive participants	2014-01-01	4
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	4
2013: ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Total of all active and inactive participants	2013-01-01	4
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
2012: ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Total of all active and inactive participants	2012-01-01	4
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
2011: ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 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
Total of all active and inactive participants	2011-01-01	4
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
2009: ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Total of all active and inactive participants	2009-01-01	4
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4

Financial Data on ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2020 : ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$267,344
Expenses. Total of all expenses incurred	2020-12-31	$3,525
Total plan assets at end of year	2020-12-31	$2,470,077
Total plan assets at beginning of year	2020-12-31	$2,206,258
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$54,200
Other income received	2020-12-31	$164,430
Net income (gross income less expenses)	2020-12-31	$263,819
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,470,077
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,206,258
Total contributions received or receivable from employer(s)	2020-12-31	$48,714
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$3,525
2019 : ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$264,494
Total plan assets at end of year	2019-12-31	$2,206,258
Total plan assets at beginning of year	2019-12-31	$1,941,764
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$52,200
Other income received	2019-12-31	$182,463
Net income (gross income less expenses)	2019-12-31	$264,494
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,206,258
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,941,764
Total contributions received or receivable from employer(s)	2019-12-31	$29,831
2018 : ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$29,764
Total plan assets at end of year	2018-12-31	$1,941,764
Total plan assets at beginning of year	2018-12-31	$1,912,000
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$51,600
Other income received	2018-12-31	$-69,233
Net income (gross income less expenses)	2018-12-31	$29,764
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,941,764
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,912,000
Total contributions received or receivable from employer(s)	2018-12-31	$47,397
2017 : ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$234,035
Total plan assets at end of year	2017-12-31	$1,912,000
Total plan assets at beginning of year	2017-12-31	$1,677,965
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$50,200
Other income received	2017-12-31	$139,225
Net income (gross income less expenses)	2017-12-31	$234,035
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,912,000
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,677,965
Total contributions received or receivable from employer(s)	2017-12-31	$44,610
2016 : ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$184,983
Total plan assets at end of year	2016-12-31	$1,677,965
Total plan assets at beginning of year	2016-12-31	$1,492,982
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$50,400
Other income received	2016-12-31	$89,759
Net income (gross income less expenses)	2016-12-31	$184,983
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,677,965
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,492,982
Total contributions received or receivable from employer(s)	2016-12-31	$44,824
2015 : ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$79,943
Total plan assets at end of year	2015-12-31	$1,492,982
Total plan assets at beginning of year	2015-12-31	$1,413,039
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$50,400
Other income received	2015-12-31	$-13,387
Net income (gross income less expenses)	2015-12-31	$79,943
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,492,982
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,413,039
Total contributions received or receivable from employer(s)	2015-12-31	$42,930
2014 : ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$148,929
Total plan assets at end of year	2014-12-31	$1,413,039
Total plan assets at beginning of year	2014-12-31	$1,264,110
Value of fidelity bond covering the plan	2014-12-31	$150,000
Total contributions received or receivable from participants	2014-12-31	$48,600
Other income received	2014-12-31	$56,809
Net income (gross income less expenses)	2014-12-31	$148,929
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,413,039
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,264,110
Total contributions received or receivable from employer(s)	2014-12-31	$43,520
2013 : ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$174,363
Total plan assets at end of year	2013-12-31	$1,264,110
Total plan assets at beginning of year	2013-12-31	$1,089,747
Value of fidelity bond covering the plan	2013-12-31	$150,000
Total contributions received or receivable from participants	2013-12-31	$46,000
Other income received	2013-12-31	$87,923
Net income (gross income less expenses)	2013-12-31	$174,363
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,264,110
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,089,747
Total contributions received or receivable from employer(s)	2013-12-31	$40,440
2012 : ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$153,138
Total plan assets at end of year	2012-12-31	$1,089,747
Total plan assets at beginning of year	2012-12-31	$936,609
Value of fidelity bond covering the plan	2012-12-31	$120,000
Total contributions received or receivable from participants	2012-12-31	$44,000
Other income received	2012-12-31	$68,764
Net income (gross income less expenses)	2012-12-31	$153,138
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,089,747
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$936,609
Total contributions received or receivable from employer(s)	2012-12-31	$40,374
2011 : ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$107,490
Total plan assets at end of year	2011-12-31	$936,609
Total plan assets at beginning of year	2011-12-31	$829,119
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$44,000
Other income received	2011-12-31	$26,832
Net income (gross income less expenses)	2011-12-31	$107,490
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$936,609
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$829,119
Total contributions received or receivable from employer(s)	2011-12-31	$36,658
2010 : ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$121,996
Total plan assets at end of year	2010-12-31	$829,119
Total plan assets at beginning of year	2010-12-31	$707,123
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$44,000
Other income received	2010-12-31	$41,771
Net income (gross income less expenses)	2010-12-31	$121,996
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$829,119
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$707,123
Total contributions received or receivable from employer(s)	2010-12-31	$36,225

Form 5500 Responses for ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

2020: ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ALLISON ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ALLISON ENGINEERING ASSOCIATES,INC.
Employer identification number (EIN):	043280314
NAIC Classification:	541330
NAIC Description:	Engineering Services

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01	DONALD E. ALLISON	2021-07-29
001	2020-01-01
001	2019-01-01	DONALD E. ALLISON
001	2018-01-01	DONALD E. ALLISON	2019-10-07
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	DONALD E ALLISON
001	2011-01-01	DONALD E ALLISON
001	2009-01-01	DONALD E ALLISON