401k Plan data: ALEX S. PALMER & COMPANY 401(K) PROFIT SHARING PLAN AND TRUST plan

ALEX S. PALMER & COMPANY 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	ALEX S. PALMER & COMPANY 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	001

ALEX S. PALMER & COMPANY 401(K) PROFIT SHARING 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.

401k Sponsoring company profile

ALEX S. PALMER & COMPANY has sponsored the creation of one or more 401k plans.

Company Name: ALEX S. PALMER & COMPANY

Employer identification number (EIN): 621164535

NAIC Classification: 531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALEX S. PALMER & COMPANY 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 MARY ANNE COLLINS 2022-06-02
001 2020-01-01 MARY ANNE COLLINS 2021-07-22
001 2019-01-01 MARY ANNE COLLINS 2020-07-08
001 2018-01-01 MARY ANNE COLLINS 2019-03-06
001 2017-01-01 MARY ANNE COLLINS 2018-05-29
001 2016-01-01 MARY ANNE COLLINS 2017-06-19
001 2015-01-01 MARY ANNE COLLINS 2017-06-20
001 2015-01-01 DALE HOLMER 2016-04-18
001 2014-01-01 DALE HOLMER 2015-07-16
001 2013-01-01 DALE HOLMER 2014-02-20
001 2012-01-01 DALE HOLMER 2013-08-27
001 2011-01-01 DALE HOLMER 2012-03-21
001 2010-01-01 DALE HOLMER 2011-07-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-01-01	MARY ANNE COLLINS	2022-06-02
001	2020-01-01	MARY ANNE COLLINS	2021-07-22
001	2019-01-01	MARY ANNE COLLINS	2020-07-08
001	2018-01-01	MARY ANNE COLLINS	2019-03-06
001	2017-01-01	MARY ANNE COLLINS	2018-05-29
001	2016-01-01	MARY ANNE COLLINS	2017-06-19
001	2015-01-01	MARY ANNE COLLINS	2017-06-20
001	2015-01-01	DALE HOLMER	2016-04-18
001	2014-01-01	DALE HOLMER	2015-07-16
001	2013-01-01	DALE HOLMER	2014-02-20
001	2012-01-01	DALE HOLMER	2013-08-27
001	2011-01-01	DALE HOLMER	2012-03-21
001	2010-01-01	DALE HOLMER	2011-07-08

Financial Data on ALEX S. PALMER & COMPANY 401(K) PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2022 : ALEX S. PALMER & COMPANY 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-06-02	912171
Net assets as of the end of the plan year	2022-06-02	0
Total assets as of the beginning of the plan year	2022-06-02	847382
Value of plan covered by a fidelity bond	2022-06-02	87200
Participant contributions to plan in this plan year	2022-06-02	3500
Other expenses paid from plan in this plan year	2022-06-02	7946
Other income to plan in this plan year	2022-06-02	61289
Plan net income in this plan year	2022-06-02	-847382
Net assets as of the end of the plan year	2022-06-02	0
Net assets as of the beginning of the plan year	2022-06-02	847382
Fees paid to broker by Benefit Provider	2022-06-02	1031

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Company Name:	ALEX S. PALMER & COMPANY
Employer identification number (EIN):	621164535
NAIC Classification:	531310