401k Plan data: FREDERIC CO. 401(K) PROFIT SHARING PLAN plan

FREDERIC CO. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	FREDERIC CO. 401(K) PROFIT SHARING PLAN
Plan identification number	001

FREDERIC CO. 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.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

FREDERIC CO, INC. has sponsored the creation of one or more 401k plans.

Company Name: FREDERIC CO, INC.

Employer identification number (EIN): 430278420

NAIC Classification: 238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FREDERIC CO. 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 ANNE CANADA 2023-06-13
001 2021-01-01 ANNE CANADA 2022-06-22
001 2020-01-01 ANNE CANADA 2021-06-15
001 2019-01-01 ANNE CANADA 2020-06-30
001 2018-01-01 ANNE CANADA 2019-06-13
001 2017-01-01 ANNE CANADA 2018-06-19
001 2016-01-01 ANNE CANADA 2017-07-21
001 2015-01-01 ANNE CANADA 2016-06-07
001 2014-01-01 ANNE CANADA 2015-05-04
001 2013-01-01 ANNE CANADA 2014-04-11
001 2012-01-01 ANNE CANADA 2013-10-10
001 2011-12-01 ANNE CANADA 2013-10-07
001 2010-12-01 GENE FREDERIC JR. 2012-09-17
001 2007-12-01 GENE FREDERIC JR.

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	ANNE CANADA	2023-06-13
001	2021-01-01	ANNE CANADA	2022-06-22
001	2020-01-01	ANNE CANADA	2021-06-15
001	2019-01-01	ANNE CANADA	2020-06-30
001	2018-01-01	ANNE CANADA	2019-06-13
001	2017-01-01	ANNE CANADA	2018-06-19
001	2016-01-01	ANNE CANADA	2017-07-21
001	2015-01-01	ANNE CANADA	2016-06-07
001	2014-01-01	ANNE CANADA	2015-05-04
001	2013-01-01	ANNE CANADA	2014-04-11
001	2012-01-01	ANNE CANADA	2013-10-10
001	2011-12-01	ANNE CANADA	2013-10-07
001	2010-12-01	GENE FREDERIC JR.	2012-09-17
001	2007-12-01	GENE FREDERIC JR.

Plan Statistics for FREDERIC CO. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for FREDERIC CO. 401(K) PROFIT SHARING PLAN

Measure Date Value
2007: FREDERIC CO. 401(K) PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year 2007-12-01 42
Total number of active participants reported on line 7a of the Form 5500 2007-12-01 36
Number of other retired or separated participants entitled to future benefits 2007-12-01 3
Total of all active and inactive participants 2007-12-01 39
Total participants 2007-12-01 39
Number of participants with account balances 2007-12-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-12-01 1

Measure	Date	Value
2007: FREDERIC CO. 401(K) PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year	2007-12-01	42
Total number of active participants reported on line 7a of the Form 5500	2007-12-01	36
Number of other retired or separated participants entitled to future benefits	2007-12-01	3
Total of all active and inactive participants	2007-12-01	39
Total participants	2007-12-01	39
Number of participants with account balances	2007-12-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-12-01	1

Financial Data on FREDERIC CO. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2009 : FREDERIC CO. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total income from all sources	2009-11-30	$73,009
Expenses. Total of all expenses incurred	2009-11-30	$0
Total plan assets at end of year	2009-11-30	$223,226
Total plan assets at beginning of year	2009-11-30	$150,217
Value of fidelity bond covering the plan	2009-11-30	$50,000
Total contributions received or receivable from participants	2009-11-30	$16,703
Other income received	2009-11-30	$52,661
Net income (gross income less expenses)	2009-11-30	$73,009
Net plan assets at end of year (total assets less liabilities)	2009-11-30	$223,226
Net plan assets at beginning of year (total assets less liabilities)	2009-11-30	$150,217
Total contributions received or receivable from employer(s)	2009-11-30	$3,645

Form 5500 Responses for FREDERIC CO. 401(K) PROFIT SHARING PLAN

2007: FREDERIC CO. 401(K) PROFIT SHARING PLAN 2007 form 5500 responses
2007-12-01	Type of plan entity	Single employer plan
2007-12-01	Submission has been amended	Yes
2007-12-01	This submission is the final filing	No
2007-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-12-01	Plan is a collectively bargained plan	No
2007-12-01	Plan funding arrangement – Insurance	Yes
2007-12-01	Plan funding arrangement – Trust	Yes
2007-12-01	Plan benefit arrangement – Insurance	Yes
2007-12-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

12323

Policy instance

Insurance contract or identification number	12323
Number of Individuals Covered	15
Insurance policy start date	2008-12-01
Insurance policy end date	2009-11-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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
Commission paid to Insurance Broker	USD $1,625
Insurance broker organization code?	3
Amount paid for insurance broker fees	87
Additional information about fees paid to insurance broker	TPA FORUM COMPENSATION
Insurance broker name	BENEFITS OF MISSOURI, INC.

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Company Name:	FREDERIC CO, INC.
Employer identification number (EIN):	430278420
NAIC Classification:	238100