401k Plan data: ADI 401(K) PLAN plan

ADI 401(K) PLAN 401k Plan overview

Plan Name	ADI 401(K) PLAN
Plan identification number	002

ADI 401(K) 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ALEXANDER DAWSON, INC. has sponsored the creation of one or more 401k plans.

Company Name: ALEXANDER DAWSON, INC.

Employer identification number (EIN): 221461717

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADI 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 KIMBERLEY JOHNSTON 2024-06-03
002 2022-01-01 KIMBERLEY JOHNSTON 2023-08-07
002 2021-01-01 KIMBERLEY JOHNSTON 2022-10-14
002 2021-01-01 KIMBERLEY JOHNSTON 2022-10-14
002 2020-01-01 OSWALD GUTSCHE 2021-09-21
002 2019-01-01 OSWALD GUTSCHE 2020-09-28
002 2018-01-01 OSWALD GUTSCHE 2019-10-03
002 2017-01-01 OSWALD GUTSCHE 2018-10-08
002 2016-01-01 OSWALD GUTSCHE 2017-10-06
002 2014-01-01 OSWALD GUTSCHE 2015-09-15 OSWALD GUTSCHE 2015-09-15
002 2013-01-01 OSWALD GUTSCHE 2014-09-10 OSWALD GUTSCHE 2014-09-10
002 2012-01-01 OSWALD GUTSCHE 2014-10-01 OSWALD GUTSCHE 2014-10-01
002 2011-01-01 OSWALD GUTSCHE 2014-10-01 OSWALD GUTSCHE 2014-10-01
002 2010-01-01 OSWALD GUTSCHE 2011-10-07 OSWALD GUTSCHE 2011-10-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	KIMBERLEY JOHNSTON	2024-06-03
002	2022-01-01	KIMBERLEY JOHNSTON	2023-08-07
002	2021-01-01	KIMBERLEY JOHNSTON	2022-10-14
002	2021-01-01	KIMBERLEY JOHNSTON	2022-10-14
002	2020-01-01	OSWALD GUTSCHE	2021-09-21
002	2019-01-01	OSWALD GUTSCHE	2020-09-28
002	2018-01-01	OSWALD GUTSCHE	2019-10-03
002	2017-01-01	OSWALD GUTSCHE	2018-10-08
002	2016-01-01	OSWALD GUTSCHE	2017-10-06
002	2014-01-01	OSWALD GUTSCHE	2015-09-15	OSWALD GUTSCHE	2015-09-15
002	2013-01-01	OSWALD GUTSCHE	2014-09-10	OSWALD GUTSCHE	2014-09-10
002	2012-01-01	OSWALD GUTSCHE	2014-10-01	OSWALD GUTSCHE	2014-10-01
002	2011-01-01	OSWALD GUTSCHE	2014-10-01	OSWALD GUTSCHE	2014-10-01
002	2010-01-01	OSWALD GUTSCHE	2011-10-07	OSWALD GUTSCHE	2011-10-07

Plan Statistics for ADI 401(K) PLAN

401k plan membership statisitcs for ADI 401(K) PLAN

Measure Date Value
2025: ADI 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-04-11 5
Total number of particpants at end of year 2025-04-11 4
Number of Participants With Account Balances 2025-04-11 4
2024: ADI 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-06-03 5
Total number of particpants at end of year 2024-06-03 6
Number of Participants With Account Balances 2024-06-03 6

Measure	Date	Value
2025: ADI 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-04-11	5
Total number of particpants at end of year	2025-04-11	4
Number of Participants With Account Balances	2025-04-11	4
2024: ADI 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-06-03	5
Total number of particpants at end of year	2024-06-03	6
Number of Participants With Account Balances	2024-06-03	6

Financial Data on ADI 401(K) PLAN

Measure	Date	Value
2025 : ADI 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-04-11	419454
Net assets as of the end of the plan year	2025-04-11	6516515
Total assets as of the beginning of the plan year	2025-04-11	6256857
Value of plan covered by a fidelity bond	2025-04-11	500000
Participant contributions to plan in this plan year	2025-04-11	44572
Other income to plan in this plan year	2025-04-11	598614
Plan net income in this plan year	2025-04-11	259658
Net assets as of the end of the plan year	2025-04-11	6516515
Net assets as of the beginning of the plan year	2025-04-11	6256857
Employer contributions to plan in this plan year	2025-04-11	35926
Expensese paid to adminstrative service provicers from plan in this plan year	2025-04-11	6064
2024 : ADI 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-06-03	251819
Net assets as of the end of the plan year	2024-06-03	6256857
Total assets as of the beginning of the plan year	2024-06-03	5792855
Value of plan covered by a fidelity bond	2024-06-03	500000
Participant contributions to plan in this plan year	2024-06-03	48025
Other income to plan in this plan year	2024-06-03	630171
Plan net income in this plan year	2024-06-03	464002
Net assets as of the end of the plan year	2024-06-03	6256857
Net assets as of the beginning of the plan year	2024-06-03	5792855
Employer contributions to plan in this plan year	2024-06-03	37625
Expensese paid to adminstrative service provicers from plan in this plan year	2024-06-03	5351

Potentially related plans

ADI 401(K) PLAN [EIN = 911622076]

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Company Name:	ALEXANDER DAWSON, INC.
Employer identification number (EIN):	221461717
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations