401k Plan data: DALTON & REILLY, INC. RETIREMENT PLAN plan

DALTON & REILLY, INC. RETIREMENT PLAN 401k Plan overview

Plan Name	DALTON & REILLY, INC. RETIREMENT PLAN
Plan identification number	001

DALTON & REILLY, INC. 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.
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

DALTON & REILLY, INC. has sponsored the creation of one or more 401k plans.

Company Name: DALTON & REILLY, INC.

Employer identification number (EIN): 010538691

NAIC Classification: 541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DALTON & REILLY, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 ANN MARIE DALTON REILLY 2020-08-30
001 2018-01-01 ANN MARIE DALTON REILLY 2020-08-30
001 2017-01-01 ANN MARIE DALTON REILLY 2018-09-12
001 2016-01-01 ANN MARIE DALTON REILLY 2017-08-31
001 2015-01-01 ANN MARIE DALTON REILLY 2016-08-30 ANN MARIE DALTON REILLY 2016-08-30
001 2014-01-01 ANN MARIE DALTON REILLY 2015-08-25
001 2013-01-01 ANN MARIE DALTON REILLY 2014-07-31 ANN MARIE DALTON REILLY 2014-07-31
001 2012-01-01 ANN MARIE DALTON REILLY 2013-07-31
001 2011-01-01 TAMMI SMITH 2012-07-30
001 2009-01-01 MICHAEL REILLY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01	ANN MARIE DALTON REILLY	2020-08-30
001	2018-01-01	ANN MARIE DALTON REILLY	2020-08-30
001	2017-01-01	ANN MARIE DALTON REILLY	2018-09-12
001	2016-01-01	ANN MARIE DALTON REILLY	2017-08-31
001	2015-01-01	ANN MARIE DALTON REILLY	2016-08-30	ANN MARIE DALTON REILLY	2016-08-30
001	2014-01-01	ANN MARIE DALTON REILLY	2015-08-25
001	2013-01-01	ANN MARIE DALTON REILLY	2014-07-31	ANN MARIE DALTON REILLY	2014-07-31
001	2012-01-01	ANN MARIE DALTON REILLY	2013-07-31
001	2011-01-01	TAMMI SMITH	2012-07-30
001	2009-01-01	MICHAEL REILLY

Plan Statistics for DALTON & REILLY, INC. RETIREMENT PLAN

401k plan membership statisitcs for DALTON & REILLY, INC. RETIREMENT PLAN

Measure Date Value
2009: DALTON & REILLY, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Total of all active and inactive participants 2009-01-01 2
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2

Measure	Date	Value
2009: DALTON & REILLY, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Total of all active and inactive participants	2009-01-01	2
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2

Form 5500 Responses for DALTON & REILLY, INC. RETIREMENT PLAN

2009: DALTON & REILLY, INC. RETIREMENT PLAN 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:	DALTON & REILLY, INC.
Employer identification number (EIN):	010538691
NAIC Classification:	541800