401k Plan data: DELEGARD TOOL COMPANY 401(K) PLAN AND TRUST plan

DELEGARD TOOL COMPANY 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	DELEGARD TOOL COMPANY 401(K) PLAN AND TRUST
Plan identification number	002

DELEGARD TOOL COMPANY 401(K) PLAN AND 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DELEGARD TOOL COMPANY has sponsored the creation of one or more 401k plans.

Company Name: DELEGARD TOOL COMPANY

Employer identification number (EIN): 410729145

NAIC Classification: 423990
NAIC Description: Other Miscellaneous Durable Goods Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DELEGARD TOOL COMPANY 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 LAURA MARUNA 2024-06-26 LAURA MARNA 2024-06-26
002 2022-01-01 LAURA MARUNA 2023-06-26 LAURA MARNA 2023-06-26
002 2021-01-01 LAURA MARUNA 2022-05-02 LAURA MARNA 2022-05-02
002 2020-01-01 LAURA MARUNA 2021-06-24
002 2018-01-01 HOLLY LOYD 2019-06-10 HOLLY LOYD 2019-06-10
002 2017-01-01 HOLLY LOYD 2018-06-25 HOLLY LOYD 2018-06-25
002 2016-01-01 HOLLY LOYD 2017-07-27
002 2015-01-01 HOLLY LOYD 2016-07-22 CURTIS DELEGARD 2016-07-22
002 2013-01-01 CURTIS A DELEGARD 2014-07-15
002 2012-01-01 HOLLY LOYD 2013-07-10 CURTIS DELEGARD 2013-07-10
002 2011-01-01 HOLLY LOYD 2012-07-17 CURTIS DELEGARD 2012-07-17
002 2010-01-01 HOLLY LOYD
002 2009-01-01 CURTIS DELEGARD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	LAURA MARUNA	2024-06-26	LAURA MARNA	2024-06-26
002	2022-01-01	LAURA MARUNA	2023-06-26	LAURA MARNA	2023-06-26
002	2021-01-01	LAURA MARUNA	2022-05-02	LAURA MARNA	2022-05-02
002	2020-01-01	LAURA MARUNA	2021-06-24
002	2018-01-01	HOLLY LOYD	2019-06-10	HOLLY LOYD	2019-06-10
002	2017-01-01	HOLLY LOYD	2018-06-25	HOLLY LOYD	2018-06-25
002	2016-01-01	HOLLY LOYD	2017-07-27
002	2015-01-01	HOLLY LOYD	2016-07-22	CURTIS DELEGARD	2016-07-22
002	2013-01-01	CURTIS A DELEGARD	2014-07-15
002	2012-01-01	HOLLY LOYD	2013-07-10	CURTIS DELEGARD	2013-07-10
002	2011-01-01	HOLLY LOYD	2012-07-17	CURTIS DELEGARD	2012-07-17
002	2010-01-01	HOLLY LOYD
002	2009-01-01	CURTIS DELEGARD

Plan Statistics for DELEGARD TOOL COMPANY 401(K) PLAN AND TRUST

401k plan membership statisitcs for DELEGARD TOOL COMPANY 401(K) PLAN AND TRUST

Measure Date Value
2025: DELEGARD TOOL COMPANY 401(K) PLAN AND TRUST 2025 401k membership
Total number of particpants at beginning of year 2025-07-08 47
Total number of particpants at end of year 2025-07-08 41
Number of Participants With Account Balances 2025-07-08 27
2024: DELEGARD TOOL COMPANY 401(K) PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year 2024-06-26 52
Total number of particpants at end of year 2024-06-26 46
Number of Participants With Account Balances 2024-06-26 31
2010: DELEGARD TOOL COMPANY 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 51
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 3
Total of all active and inactive participants 2010-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 54
Number of participants with account balances 2010-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: DELEGARD TOOL COMPANY 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 54
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 3
Total of all active and inactive participants 2009-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 57
Number of participants with account balances 2009-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2025: DELEGARD TOOL COMPANY 401(K) PLAN AND TRUST 2025 401k membership
Total number of particpants at beginning of year	2025-07-08	47
Total number of particpants at end of year	2025-07-08	41
Number of Participants With Account Balances	2025-07-08	27
2024: DELEGARD TOOL COMPANY 401(K) PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year	2024-06-26	52
Total number of particpants at end of year	2024-06-26	46
Number of Participants With Account Balances	2024-06-26	31
2010: DELEGARD TOOL COMPANY 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	51
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	3
Total of all active and inactive participants	2010-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	54
Number of participants with account balances	2010-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: DELEGARD TOOL COMPANY 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	54
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	3
Total of all active and inactive participants	2009-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	57
Number of participants with account balances	2009-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on DELEGARD TOOL COMPANY 401(K) PLAN AND TRUST

Measure	Date	Value
2025 : DELEGARD TOOL COMPANY 401(K) PLAN AND TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-07-08	376955
Net assets as of the end of the plan year	2025-07-08	6175663
Total assets as of the beginning of the plan year	2025-07-08	5566364
Value of plan covered by a fidelity bond	2025-07-08	300000
Participant contributions to plan in this plan year	2025-07-08	127362
Value of participant loans at end of plan year	2025-07-08	15596
Other income to plan in this plan year	2025-07-08	836475
Plan net income in this plan year	2025-07-08	609299
Net assets as of the end of the plan year	2025-07-08	6175663
Net assets as of the beginning of the plan year	2025-07-08	5566364
Employer contributions to plan in this plan year	2025-07-08	22417
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-08	23901
2024 : DELEGARD TOOL COMPANY 401(K) PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-06-26	528571
Net assets as of the end of the plan year	2024-06-26	5566364
Total assets as of the beginning of the plan year	2024-06-26	4889058
Value of plan covered by a fidelity bond	2024-06-26	300000
Participant contributions to plan in this plan year	2024-06-26	142365
Value of participant loans at end of plan year	2024-06-26	36841
Other income to plan in this plan year	2024-06-26	1038797
Plan net income in this plan year	2024-06-26	677306
Net assets as of the end of the plan year	2024-06-26	5566364
Net assets as of the beginning of the plan year	2024-06-26	4889058
Employer contributions to plan in this plan year	2024-06-26	24715
Expensese paid to adminstrative service provicers from plan in this plan year	2024-06-26	22390
2010 : DELEGARD TOOL COMPANY 401(K) PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total income from all sources	2010-12-31	$389,938
Expenses. Total of all expenses incurred	2010-12-31	$381,238
Benefits paid (including direct rollovers)	2010-12-31	$369,898
Total plan assets at end of year	2010-12-31	$1,922,630
Total plan assets at beginning of year	2010-12-31	$1,913,930
Value of fidelity bond covering the plan	2010-12-31	$300,000
Total contributions received or receivable from participants	2010-12-31	$129,478
Other income received	2010-12-31	$232,000
Net income (gross income less expenses)	2010-12-31	$8,700
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,922,630
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,913,930
Assets. Value of participant loans	2010-12-31	$30,563
Total contributions received or receivable from employer(s)	2010-12-31	$28,460
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$11,340
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : DELEGARD TOOL COMPANY 401(K) PLAN AND 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 DELEGARD TOOL COMPANY 401(K) PLAN AND TRUST

2010: DELEGARD TOOL COMPANY 401(K) PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: DELEGARD TOOL COMPANY 401(K) PLAN AND 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

COUNTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66419 )
Policy contract number	20056
Policy instance	1

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Company Name:	DELEGARD TOOL COMPANY
Employer identification number (EIN):	410729145
NAIC Classification:	423990
NAIC Description:	Other Miscellaneous Durable Goods Merchant Wholesalers