401k Plan data: NANNEY & SON, INC. 401(K) PROFIT SHARING RETIREMENT PLAN plan

NANNEY & SON, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 401k Plan overview

Plan Name	NANNEY & SON, INC. 401(K) PROFIT SHARING RETIREMENT PLAN
Plan identification number	001

NANNEY & SON, INC. 401(K) PROFIT SHARING RETIREMENT 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

NANNEY & SON, INC. has sponsored the creation of one or more 401k plans.

Company Name: NANNEY & SON, INC.

Employer identification number (EIN): 630905818

NAIC Classification: 332700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NANNEY & SON, INC. 401(K) PROFIT SHARING RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JANYCE WHISENANT 2023-05-08
001 2021-01-01 JANYCE WHISENANT 2022-06-07
001 2020-01-01 JANYCE WHISENANT 2021-05-17
001 2019-01-01 JANYCE WHISENANT 2020-07-27
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 JANYCE WHISENANT 2015-04-24
001 2013-01-01 JANYCE WHISENANT 2014-07-24
001 2012-01-01 JANYCE WHISENANT 2013-06-07
001 2011-01-01 JANYCE WHISENANT 2012-07-18
001 2010-01-01 JANYCE WHISENANT 2011-08-25

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	JANYCE WHISENANT	2023-05-08
001	2021-01-01	JANYCE WHISENANT	2022-06-07
001	2020-01-01	JANYCE WHISENANT	2021-05-17
001	2019-01-01	JANYCE WHISENANT	2020-07-27
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	JANYCE WHISENANT	2015-04-24
001	2013-01-01	JANYCE WHISENANT	2014-07-24
001	2012-01-01	JANYCE WHISENANT	2013-06-07
001	2011-01-01	JANYCE WHISENANT	2012-07-18
001	2010-01-01	JANYCE WHISENANT	2011-08-25

Plan Statistics for NANNEY & SON, INC. 401(K) PROFIT SHARING RETIREMENT PLAN

401k plan membership statisitcs for NANNEY & SON, INC. 401(K) PROFIT SHARING RETIREMENT PLAN

Measure Date Value
2022: NANNEY & SON, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 15
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 4
Total of all active and inactive participants 2022-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 19
Number of participants with account balances 2022-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: NANNEY & SON, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 20
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 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 23
Number of participants with account balances 2021-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: NANNEY & SON, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 22
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 3
Total of all active and inactive participants 2020-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 25
Number of participants with account balances 2020-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: NANNEY & SON, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 22
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 1
Total of all active and inactive participants 2019-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 23
Number of participants with account balances 2019-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: NANNEY & SON, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 25
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 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 25
Number of participants with account balances 2018-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: NANNEY & SON, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 22
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 24
Number of participants with account balances 2017-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: NANNEY & SON, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 25
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 0
Total of all active and inactive participants 2016-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 25
Total participants 2016-01-01 50
Number of participants with account balances 2016-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: NANNEY & SON, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 23
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 25
Number of participants with account balances 2015-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2022: NANNEY & SON, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	15
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	4
Total of all active and inactive participants	2022-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	19
Number of participants with account balances	2022-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: NANNEY & SON, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	20
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	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	23
Number of participants with account balances	2021-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: NANNEY & SON, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	22
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	3
Total of all active and inactive participants	2020-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	25
Number of participants with account balances	2020-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: NANNEY & SON, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	22
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	1
Total of all active and inactive participants	2019-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	23
Number of participants with account balances	2019-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: NANNEY & SON, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	25
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	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	25
Number of participants with account balances	2018-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: NANNEY & SON, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	22
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	24
Number of participants with account balances	2017-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: NANNEY & SON, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	25
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	0
Total of all active and inactive participants	2016-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	25
Total participants	2016-01-01	50
Number of participants with account balances	2016-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: NANNEY & SON, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	23
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	25
Number of participants with account balances	2015-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on NANNEY & SON, INC. 401(K) PROFIT SHARING RETIREMENT PLAN

Measure	Date	Value
2022 : NANNEY & SON, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2022 401k financial data
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-69,887
Expenses. Total of all expenses incurred	2022-12-31	$395,869
Benefits paid (including direct rollovers)	2022-12-31	$395,294
Total plan assets at end of year	2022-12-31	$2,239,237
Total plan assets at beginning of year	2022-12-31	$2,704,993
Value of fidelity bond covering the plan	2022-12-31	$250,000
Total contributions received or receivable from participants	2022-12-31	$100,231
Other income received	2022-12-31	$-209,613
Net income (gross income less expenses)	2022-12-31	$-465,756
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,239,237
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,704,993
Assets. Value of participant loans	2022-12-31	$4,108
Total contributions received or receivable from employer(s)	2022-12-31	$39,495
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$575
2021 : NANNEY & SON, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$1,174
Total income from all sources	2021-12-31	$330,465
Expenses. Total of all expenses incurred	2021-12-31	$364,588
Benefits paid (including direct rollovers)	2021-12-31	$363,963
Total plan assets at end of year	2021-12-31	$2,704,993
Total plan assets at beginning of year	2021-12-31	$2,740,290
Value of fidelity bond covering the plan	2021-12-31	$250,000
Total contributions received or receivable from participants	2021-12-31	$95,447
Other income received	2021-12-31	$195,755
Net income (gross income less expenses)	2021-12-31	$-34,123
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,704,993
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,739,116
Assets. Value of participant loans	2021-12-31	$15,049
Total contributions received or receivable from employer(s)	2021-12-31	$39,263
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$625
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : NANNEY & SON, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$1,174
Total income from all sources	2020-12-31	$407,920
Expenses. Total of all expenses incurred	2020-12-31	$585
Total plan assets at end of year	2020-12-31	$2,740,290
Total plan assets at beginning of year	2020-12-31	$2,331,781
Value of fidelity bond covering the plan	2020-12-31	$250,000
Total contributions received or receivable from participants	2020-12-31	$91,867
Other income received	2020-12-31	$278,204
Net income (gross income less expenses)	2020-12-31	$407,335
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,739,116
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,331,781
Assets. Value of participant loans	2020-12-31	$42,433
Total contributions received or receivable from employer(s)	2020-12-31	$37,849
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$585
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : NANNEY & SON, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$382,461
Expenses. Total of all expenses incurred	2019-12-31	$98,687
Benefits paid (including direct rollovers)	2019-12-31	$97,952
Total plan assets at end of year	2019-12-31	$2,331,781
Total plan assets at beginning of year	2019-12-31	$2,048,007
Value of fidelity bond covering the plan	2019-12-31	$250,000
Total contributions received or receivable from participants	2019-12-31	$92,083
Other income received	2019-12-31	$246,346
Net income (gross income less expenses)	2019-12-31	$283,774
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,331,781
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,048,007
Assets. Value of participant loans	2019-12-31	$58,428
Total contributions received or receivable from employer(s)	2019-12-31	$44,032
Value of certain deemed distributions of participant loans	2019-12-31	$735
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : NANNEY & SON, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$112,660
Expenses. Total of all expenses incurred	2018-12-31	$11,009
Benefits paid (including direct rollovers)	2018-12-31	$10,224
Total plan assets at end of year	2018-12-31	$2,048,007
Total plan assets at beginning of year	2018-12-31	$1,946,356
Value of fidelity bond covering the plan	2018-12-31	$250,000
Total contributions received or receivable from participants	2018-12-31	$85,002
Contributions received from other sources (not participants or employers)	2018-12-31	$53,735
Noncash contributions received	2018-12-31	$-65,932
Net income (gross income less expenses)	2018-12-31	$101,651
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,048,007
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,946,356
Assets. Value of participant loans	2018-12-31	$66,353
Total contributions received or receivable from employer(s)	2018-12-31	$39,855
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$785
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : NANNEY & SON, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$338,893
Expenses. Total of all expenses incurred	2017-12-31	$217,957
Benefits paid (including direct rollovers)	2017-12-31	$216,997
Total plan assets at end of year	2017-12-31	$1,946,356
Total plan assets at beginning of year	2017-12-31	$1,825,420
Value of fidelity bond covering the plan	2017-12-31	$200,000
Total contributions received or receivable from participants	2017-12-31	$81,886
Other income received	2017-12-31	$219,944
Net income (gross income less expenses)	2017-12-31	$120,936
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,946,356
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,825,420
Assets. Value of participant loans	2017-12-31	$69,583
Total contributions received or receivable from employer(s)	2017-12-31	$37,063
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$960
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : NANNEY & SON, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$194,516
Expenses. Total of all expenses incurred	2016-12-31	$7,330
Benefits paid (including direct rollovers)	2016-12-31	$5,940
Total plan assets at end of year	2016-12-31	$1,825,420
Total plan assets at beginning of year	2016-12-31	$1,638,234
Value of fidelity bond covering the plan	2016-12-31	$200,000
Total contributions received or receivable from participants	2016-12-31	$85,560
Other income received	2016-12-31	$71,729
Net income (gross income less expenses)	2016-12-31	$187,186
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,825,420
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,638,234
Assets. Value of participant loans	2016-12-31	$83,636
Total contributions received or receivable from employer(s)	2016-12-31	$37,227
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,390
2015 : NANNEY & SON, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$120,640
Expenses. Total of all expenses incurred	2015-12-31	$770
Total plan assets at end of year	2015-12-31	$1,638,234
Total plan assets at beginning of year	2015-12-31	$1,518,364
Value of fidelity bond covering the plan	2015-12-31	$200,000
Total contributions received or receivable from participants	2015-12-31	$86,992
Other income received	2015-12-31	$-2,338
Net income (gross income less expenses)	2015-12-31	$119,870
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,638,234
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,518,364
Assets. Value of participant loans	2015-12-31	$42,174
Total contributions received or receivable from employer(s)	2015-12-31	$35,986
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$770

Form 5500 Responses for NANNEY & SON, INC. 401(K) PROFIT SHARING RETIREMENT PLAN

2022: NANNEY & SON, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 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: NANNEY & SON, INC. 401(K) PROFIT SHARING RETIREMENT 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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: NANNEY & SON, INC. 401(K) PROFIT SHARING RETIREMENT 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: NANNEY & SON, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: NANNEY & SON, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
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: NANNEY & SON, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
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: NANNEY & SON, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 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: NANNEY & SON, INC. 401(K) PROFIT SHARING RETIREMENT PLAN 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

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

C8037

Policy instance

Insurance contract or identification number	C8037
Number of Individuals Covered	2
Insurance policy start date	2015-10-19
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $21,332
Total amount of fees paid to insurance company	USD $5,071
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,776
Amount paid for insurance broker fees	4497
Additional information about fees paid to insurance broker	OTHER COMPENSATION
Insurance broker organization code?	3
Insurance broker name	NMA

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Company Name:	NANNEY & SON, INC.
Employer identification number (EIN):	630905818
NAIC Classification:	332700