401k Plan data: ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST plan

ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 401k Plan overview

Plan Name	ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Plan identification number	002

ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Stock bonus
ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.

401k Sponsoring company profile

ADAMS BROTHERS, INC. has sponsored the creation of one or more 401k plans.

Company Name: ADAMS BROTHERS, INC.

Employer identification number (EIN): 580863517

NAIC Classification: 423800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 BRIAN M. STANLEY 2023-10-02 BRIAN M. STANLEY 2023-10-02
002 2021-01-01 BRIAN M. STANLEY 2022-10-17 BRIAN M. STANLEY 2022-10-17
002 2020-01-01 PHILEMON CROFT JR. 2021-10-15 PHILEMON CROFT JR. 2021-10-15
002 2019-01-01
002 2018-01-01 CHARLES LEE
002 2017-01-01 CHARLES LEE
002 2016-01-01 CHARLES LEE CHARLES LEE 2017-07-18
002 2015-01-01 CHARLES LEE
002 2014-01-01 CHARLES LEE CHARLES LEE 2015-07-21
002 2013-01-01 CHARLES LEE CHARLES LEE 2014-07-01
002 2012-01-01 CHARLES LEE
002 2011-01-01 CHARLES LEE
002 2009-01-01 CHARLES LEE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	BRIAN M. STANLEY	2023-10-02	BRIAN M. STANLEY	2023-10-02
002	2021-01-01	BRIAN M. STANLEY	2022-10-17	BRIAN M. STANLEY	2022-10-17
002	2020-01-01	PHILEMON CROFT JR.	2021-10-15	PHILEMON CROFT JR.	2021-10-15
002	2019-01-01
002	2018-01-01	CHARLES LEE
002	2017-01-01	CHARLES LEE
002	2016-01-01	CHARLES LEE		CHARLES LEE	2017-07-18
002	2015-01-01	CHARLES LEE
002	2014-01-01	CHARLES LEE		CHARLES LEE	2015-07-21
002	2013-01-01	CHARLES LEE		CHARLES LEE	2014-07-01
002	2012-01-01	CHARLES LEE
002	2011-01-01	CHARLES LEE
002	2009-01-01	CHARLES LEE

Plan Statistics for ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

401k plan membership statisitcs for ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure Date Value
2022: ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 9
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 3
Total of all active and inactive participants 2022-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 12
Number of participants with account balances 2022-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 9
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 3
Total of all active and inactive participants 2021-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 12
Number of participants with account balances 2021-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 8
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 2
Total of all active and inactive participants 2020-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 10
Number of participants with account balances 2020-01-01 10
2019: ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 11
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 11
Number of participants with account balances 2019-01-01 11
2018: ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 10
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 10
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 10
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 10
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 12
Number of participants with account balances 2016-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 10
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 12
Number of participants with account balances 2015-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 11
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 12
Number of participants with account balances 2014-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 11
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 12
Total participants 2013-01-01 12
Number of participants with account balances 2013-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 11
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 12
Number of participants with account balances 2012-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 13
Number of participants with account balances 2011-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 11
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 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 14
Number of participants with account balances 2009-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	9
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	3
Total of all active and inactive participants	2022-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	12
Number of participants with account balances	2022-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	9
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	3
Total of all active and inactive participants	2021-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	12
Number of participants with account balances	2021-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	8
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	2
Total of all active and inactive participants	2020-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	10
Number of participants with account balances	2020-01-01	10
2019: ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	11
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	11
Number of participants with account balances	2019-01-01	11
2018: ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	10
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	10
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	10
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	10
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	12
Number of participants with account balances	2016-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	10
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	12
Number of participants with account balances	2015-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	11
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	12
Number of participants with account balances	2014-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	11
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	12
Total participants	2013-01-01	12
Number of participants with account balances	2013-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	11
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	12
Number of participants with account balances	2012-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	13
Number of participants with account balances	2011-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	11
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	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	14
Number of participants with account balances	2009-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure	Date	Value
2022 : ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$1,634,202
Expenses. Total of all expenses incurred	2022-12-31	$1,419,839
Benefits paid (including direct rollovers)	2022-12-31	$1,415,912
Total plan assets at end of year	2022-12-31	$3,586,463
Total plan assets at beginning of year	2022-12-31	$3,372,100
Value of fidelity bond covering the plan	2022-12-31	$320,000
Contributions received from other sources (not participants or employers)	2022-12-31	$1,449,915
Other income received	2022-12-31	$-30,243
Net income (gross income less expenses)	2022-12-31	$214,363
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,586,463
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$3,372,100
Assets. Value of employer securities	2022-12-31	$1,475,000
Total contributions received or receivable from employer(s)	2022-12-31	$214,530
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$3,927
2021 : ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$392,718
Expenses. Total of all expenses incurred	2021-12-31	$4,462
Total plan assets at end of year	2021-12-31	$3,372,100
Total plan assets at beginning of year	2021-12-31	$2,983,844
Value of fidelity bond covering the plan	2021-12-31	$320,000
Other income received	2021-12-31	$182,328
Net income (gross income less expenses)	2021-12-31	$388,256
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,372,100
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,983,844
Assets. Value of employer securities	2021-12-31	$1,413,600
Total contributions received or receivable from employer(s)	2021-12-31	$210,390
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$4,462
2020 : ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$177,175
Expenses. Total of all expenses incurred	2020-12-31	$1,481,163
Benefits paid (including direct rollovers)	2020-12-31	$1,481,088
Total plan assets at end of year	2020-12-31	$2,983,844
Total plan assets at beginning of year	2020-12-31	$4,287,832
Value of fidelity bond covering the plan	2020-12-31	$400,000
Other income received	2020-12-31	$-11,916
Net income (gross income less expenses)	2020-12-31	$-1,303,988
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,983,844
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,287,832
Assets. Value of employer securities	2020-12-31	$1,413,600
Total contributions received or receivable from employer(s)	2020-12-31	$189,091
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$75
2019 : ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k financial data
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$693,536
Total plan assets at end of year	2019-12-31	$4,287,832
Total plan assets at beginning of year	2019-12-31	$3,594,296
Value of fidelity bond covering the plan	2019-12-31	$400,000
Other income received	2019-12-31	$549,376
Net income (gross income less expenses)	2019-12-31	$693,536
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,287,832
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,594,296
Assets. Value of employer securities	2019-12-31	$1,309,100
Total contributions received or receivable from employer(s)	2019-12-31	$144,160
Minimum employer required contribution for this plan year	2019-12-31	$144,160
Amount contributed by the employer to the plan for this plan year	2019-12-31	$144,160
2018 : ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$23,018
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$3,594,296
Total plan assets at beginning of year	2018-12-31	$3,571,278
Value of fidelity bond covering the plan	2018-12-31	$400,000
Other income received	2018-12-31	$-116,952
Net income (gross income less expenses)	2018-12-31	$23,018
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,594,296
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,571,278
Assets. Value of employer securities	2018-12-31	$1,309,100
Total contributions received or receivable from employer(s)	2018-12-31	$139,970
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$139,970
Amount contributed by the employer to the plan for this plan year	2018-12-31	$139,970
2017 : ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$503,610
Expenses. Total of all expenses incurred	2017-12-31	$136,203
Benefits paid (including direct rollovers)	2017-12-31	$136,203
Total plan assets at end of year	2017-12-31	$3,571,278
Total plan assets at beginning of year	2017-12-31	$3,203,871
Value of fidelity bond covering the plan	2017-12-31	$400,000
Other income received	2017-12-31	$363,840
Net income (gross income less expenses)	2017-12-31	$367,407
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,571,278
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,203,871
Assets. Value of employer securities	2017-12-31	$1,309,100
Total contributions received or receivable from employer(s)	2017-12-31	$139,770
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2017-12-31	$0
Minimum employer required contribution for this plan year	2017-12-31	$139,770
Amount contributed by the employer to the plan for this plan year	2017-12-31	$139,770
2016 : ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$217,081
Expenses. Total of all expenses incurred	2016-12-31	$83,695
Benefits paid (including direct rollovers)	2016-12-31	$83,695
Total plan assets at end of year	2016-12-31	$3,203,871
Total plan assets at beginning of year	2016-12-31	$3,070,485
Value of fidelity bond covering the plan	2016-12-31	$300,000
Other income received	2016-12-31	$66,311
Net income (gross income less expenses)	2016-12-31	$133,386
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,203,871
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,070,485
Assets. Value of employer securities	2016-12-31	$1,309,100
Total contributions received or receivable from employer(s)	2016-12-31	$150,770
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$150,770
Amount contributed by the employer to the plan for this plan year	2016-12-31	$150,770
2015 : ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$164,804
Expenses. Total of all expenses incurred	2015-12-31	$113,051
Benefits paid (including direct rollovers)	2015-12-31	$113,051
Total plan assets at end of year	2015-12-31	$3,070,485
Total plan assets at beginning of year	2015-12-31	$3,018,732
Value of fidelity bond covering the plan	2015-12-31	$300,000
Other income received	2015-12-31	$17,484
Net income (gross income less expenses)	2015-12-31	$51,753
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,070,485
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,018,732
Assets. Value of employer securities	2015-12-31	$1,309,100
Total contributions received or receivable from employer(s)	2015-12-31	$147,320
Value of corrective distributions	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$147,320
Amount contributed by the employer to the plan for this plan year	2015-12-31	$147,320
2014 : ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$256,291
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$3,018,732
Total plan assets at beginning of year	2014-12-31	$2,762,441
Value of fidelity bond covering the plan	2014-12-31	$300,000
Other income received	2014-12-31	$81,199
Net income (gross income less expenses)	2014-12-31	$256,291
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,018,732
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,762,441
Assets. Value of employer securities	2014-12-31	$1,309,100
Total contributions received or receivable from employer(s)	2014-12-31	$175,092
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$175,092
Amount contributed by the employer to the plan for this plan year	2014-12-31	$175,092
2013 : ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$407,073
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$2,762,441
Total plan assets at beginning of year	2013-12-31	$2,355,368
Value of fidelity bond covering the plan	2013-12-31	$250,000
Other income received	2013-12-31	$257,132
Net income (gross income less expenses)	2013-12-31	$407,073
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,762,441
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,355,368
Assets. Value of employer securities	2013-12-31	$1,309,100
Total contributions received or receivable from employer(s)	2013-12-31	$149,941
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$149,951
Amount contributed by the employer to the plan for this plan year	2013-12-31	$149,951
2012 : ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$235,877
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$2,355,368
Total plan assets at beginning of year	2012-12-31	$2,119,491
Value of fidelity bond covering the plan	2012-12-31	$250,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$107,867
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$235,877
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,355,368
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,119,491
Assets. Value of employer securities	2012-12-31	$1,309,100
Total contributions received or receivable from employer(s)	2012-12-31	$128,010
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$128,010
Amount contributed by the employer to the plan for this plan year	2012-12-31	$128,010
2011 : ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
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	$126,483
Expenses. Total of all expenses incurred	2011-12-31	$205,603
Benefits paid (including direct rollovers)	2011-12-31	$205,603
Total plan assets at end of year	2011-12-31	$2,119,491
Total plan assets at beginning of year	2011-12-31	$2,198,611
Value of fidelity bond covering the plan	2011-12-31	$250,000
Total contributions received or receivable from participants	2011-12-31	$0
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	$-26,029
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-79,120
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,119,491
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,198,611
Assets. Value of employer securities	2011-12-31	$1,309,100
Total contributions received or receivable from employer(s)	2011-12-31	$152,512
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$-30,502
Minimum employer required contribution for this plan year	2011-12-31	$122,010
Amount contributed by the employer to the plan for this plan year	2011-12-31	$152,512
2010 : ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 401k financial data
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	$247,636
Expenses. Total of all expenses incurred	2010-12-31	$313,265
Benefits paid (including direct rollovers)	2010-12-31	$313,265
Total plan assets at end of year	2010-12-31	$2,198,611
Total plan assets at beginning of year	2010-12-31	$2,264,240
Value of fidelity bond covering the plan	2010-12-31	$250,000
Other income received	2010-12-31	$118,049
Net income (gross income less expenses)	2010-12-31	$-65,629
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,198,611
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,264,240
Total contributions received or receivable from employer(s)	2010-12-31	$129,587
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$-25,917
Minimum employer required contribution for this plan year	2010-12-31	$103,670
Amount contributed by the employer to the plan for this plan year	2010-12-31	$129,587
2009 : ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP 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
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$-22,912
Minimum employer required contribution for this plan year	2009-12-31	$114,560
Amount contributed by the employer to the plan for this plan year	2009-12-31	$137,472

Form 5500 Responses for ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

2022: ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	First time form 5500 has been submitted	Yes
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	First time form 5500 has been submitted	Yes
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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: ADAMS BROTHERS, INC. EMPLOYEE STOCK OWNERSHIP 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ADAMS BROTHERS, INC.
Employer identification number (EIN):	580863517
NAIC Classification:	423800