401k Plan data: PHELLY MATERIALS U.S.A. INC. 401K PLAN plan

PHELLY MATERIALS U.S.A. INC. 401K PLAN 401k Plan overview

Plan Name	PHELLY MATERIALS U.S.A. INC. 401K PLAN
Plan identification number	001

PHELLY MATERIALS U.S.A. INC. 401K 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
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.
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

PHELLY MATERIALS U.S.A. INC. has sponsored the creation of one or more 401k plans.

Company Name: PHELLY MATERIALS U.S.A. INC.

Employer identification number (EIN): 223522772

NAIC Classification: 423800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHELLY MATERIALS U.S.A. INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 LIJUAN LI 2023-06-01
001 2021-01-01 LIJUAN LI 2022-08-04
001 2020-01-01 LIJUAN LI 2021-08-25
001 2019-01-01 LIJUAN LI 2020-07-21
001 2018-01-01 LIJUAN LI 2019-07-30
001 2017-01-01 LIJUAN LI 2018-08-14
001 2016-01-01 LIJUAN LI 2017-05-30
001 2014-01-01 LIJUAN LI 2015-09-28
001 2013-01-01 LIJUAN LI 2014-09-16
001 2012-01-01 LIJUAN LI 2013-09-27
001 2011-01-01 LIJUAN LI
001 2009-01-01 LIJUAN LI

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	LIJUAN LI	2023-06-01
001	2021-01-01	LIJUAN LI	2022-08-04
001	2020-01-01	LIJUAN LI	2021-08-25
001	2019-01-01	LIJUAN LI	2020-07-21
001	2018-01-01	LIJUAN LI	2019-07-30
001	2017-01-01	LIJUAN LI	2018-08-14
001	2016-01-01	LIJUAN LI	2017-05-30
001	2014-01-01	LIJUAN LI	2015-09-28
001	2013-01-01	LIJUAN LI	2014-09-16
001	2012-01-01	LIJUAN LI	2013-09-27
001	2011-01-01	LIJUAN LI
001	2009-01-01	LIJUAN LI

Plan Statistics for PHELLY MATERIALS U.S.A. INC. 401K PLAN

401k plan membership statisitcs for PHELLY MATERIALS U.S.A. INC. 401K PLAN

Measure Date Value
2011: PHELLY MATERIALS U.S.A. INC. 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
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: PHELLY MATERIALS U.S.A. INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 3
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
2011: PHELLY MATERIALS U.S.A. INC. 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
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: PHELLY MATERIALS U.S.A. INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	3
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 PHELLY MATERIALS U.S.A. INC. 401K PLAN

Measure	Date	Value
2011 : PHELLY MATERIALS U.S.A. INC. 401K PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$1,032,359
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$28,291
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$1,250,855
Total plan assets at beginning of year	2011-12-31	$190,205
Total contributions received or receivable from participants	2011-12-31	$30,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-18,382
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$28,291
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,250,855
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$190,205
Total contributions received or receivable from employer(s)	2011-12-31	$16,673
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : PHELLY MATERIALS U.S.A. INC. 401K PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$57,646
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$190,205
Total plan assets at beginning of year	2010-12-31	$132,559
Total contributions received or receivable from participants	2010-12-31	$33,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$19,427
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$57,646
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$190,205
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$132,559
Total contributions received or receivable from employer(s)	2010-12-31	$5,219
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for PHELLY MATERIALS U.S.A. INC. 401K PLAN

2011: PHELLY MATERIALS U.S.A. INC. 401K PLAN 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: PHELLY MATERIALS U.S.A. INC. 401K PLAN 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:	PHELLY MATERIALS U.S.A. INC.
Employer identification number (EIN):	223522772
NAIC Classification:	423800