401k Plan data: THE FLETCHER-TERRY COMPANY, LLC 401(K) PROFIT SHARING PLAN plan

THE FLETCHER-TERRY COMPANY, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	THE FLETCHER-TERRY COMPANY, LLC 401(K) PROFIT SHARING PLAN
Plan identification number	001

THE FLETCHER-TERRY COMPANY, LLC 401(K) PROFIT SHARING 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE FLETCHER-TERRY COMPANY, LLC has sponsored the creation of one or more 401k plans.

Company Name: THE FLETCHER-TERRY COMPANY, LLC

Employer identification number (EIN): 270594826

NAIC Classification: 332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE FLETCHER-TERRY COMPANY, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01 JENNY YAEGER 2020-07-09
001 2018-01-01 BLAIR TOMALONIS 2019-07-29
001 2017-01-01 BLAIR TOMALONIS 2018-10-15
001 2016-01-01 BLAIR TOMALONIS 2017-10-10
001 2015-01-01 BLAIR TOMALONIS 2016-07-29
001 2014-01-01 BLAIR TOMALONIS 2015-07-30
001 2013-01-01 CAROL SOMMER 2014-07-10
001 2012-01-01 CAROL SOMMER 2013-10-10
001 2010-01-01 THE FLETCHER TERRY CO., LLC 2011-07-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01	JENNY YAEGER	2020-07-09
001	2018-01-01	BLAIR TOMALONIS	2019-07-29
001	2017-01-01	BLAIR TOMALONIS	2018-10-15
001	2016-01-01	BLAIR TOMALONIS	2017-10-10
001	2015-01-01	BLAIR TOMALONIS	2016-07-29
001	2014-01-01	BLAIR TOMALONIS	2015-07-30
001	2013-01-01	CAROL SOMMER	2014-07-10
001	2012-01-01	CAROL SOMMER	2013-10-10
001	2010-01-01	THE FLETCHER TERRY CO., LLC	2011-07-05

Plan Statistics for THE FLETCHER-TERRY COMPANY, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for THE FLETCHER-TERRY COMPANY, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: THE FLETCHER-TERRY COMPANY, LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 86
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 14
Total of all active and inactive participants 2022-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 102
Number of participants with account balances 2022-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE FLETCHER-TERRY COMPANY, LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 82
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 58
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 13
Total of all active and inactive participants 2021-01-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 72
Number of participants with account balances 2021-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE FLETCHER-TERRY COMPANY, LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 80
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 56
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 26
Total of all active and inactive participants 2020-01-01 82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 82
Number of participants with account balances 2020-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0

Measure	Date	Value
2022: THE FLETCHER-TERRY COMPANY, LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	86
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	14
Total of all active and inactive participants	2022-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	102
Number of participants with account balances	2022-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE FLETCHER-TERRY COMPANY, LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	82
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	58
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	13
Total of all active and inactive participants	2021-01-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	72
Number of participants with account balances	2021-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE FLETCHER-TERRY COMPANY, LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	80
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	56
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	26
Total of all active and inactive participants	2020-01-01	82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	82
Number of participants with account balances	2020-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0

Financial Data on THE FLETCHER-TERRY COMPANY, LLC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : THE FLETCHER-TERRY COMPANY, LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$1,758,596
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-96,353
Expenses. Total of all expenses incurred	2022-12-31	$469,469
Benefits paid (including direct rollovers)	2022-12-31	$436,707
Total plan assets at end of year	2022-12-31	$6,513,864
Total plan assets at beginning of year	2022-12-31	$5,321,090
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$358,046
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$392,010
Other income received	2022-12-31	$-1,024,204
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-565,822
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$6,513,864
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,321,090
Assets. Value of participant loans	2022-12-31	$82,330
Total contributions received or receivable from employer(s)	2022-12-31	$177,795
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$32,762
2021 : THE FLETCHER-TERRY COMPANY, LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,365,883
Expenses. Total of all expenses incurred	2021-12-31	$999,219
Benefits paid (including direct rollovers)	2021-12-31	$978,880
Total plan assets at end of year	2021-12-31	$5,321,090
Total plan assets at beginning of year	2021-12-31	$4,954,426
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$288,678
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$298,129
Other income received	2021-12-31	$637,159
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$366,664
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,321,090
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,954,426
Assets. Value of participant loans	2021-12-31	$62,520
Total contributions received or receivable from employer(s)	2021-12-31	$141,917
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$20,339
2020 : THE FLETCHER-TERRY COMPANY, LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$926,512
Expenses. Total of all expenses incurred	2020-12-31	$683,636
Benefits paid (including direct rollovers)	2020-12-31	$663,944
Total plan assets at end of year	2020-12-31	$4,954,426
Total plan assets at beginning of year	2020-12-31	$4,711,550
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$188,918
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$228,111
Other income received	2020-12-31	$468,605
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$242,876
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,954,426
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,711,550
Assets. Value of participant loans	2020-12-31	$22,022
Total contributions received or receivable from employer(s)	2020-12-31	$40,878
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$19,692

Form 5500 Responses for THE FLETCHER-TERRY COMPANY, LLC 401(K) PROFIT SHARING PLAN

2022: THE FLETCHER-TERRY COMPANY, LLC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE FLETCHER-TERRY COMPANY, LLC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE FLETCHER-TERRY COMPANY, LLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

814366

Policy instance

Insurance contract or identification number	814366
Number of Individuals Covered	5
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

814366

Policy instance

Insurance contract or identification number	814366
Number of Individuals Covered	3
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

814366

Policy instance

Insurance contract or identification number	814366
Number of Individuals Covered	0
Insurance policy start date	2020-11-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	THE FLETCHER-TERRY COMPANY, LLC
Employer identification number (EIN):	270594826
NAIC Classification:	332900