401k Plan data: THE OCKERS COMPANY PROFIT SHARING PLAN plan

THE OCKERS COMPANY PROFIT SHARING PLAN 401k Plan overview

Plan Name	THE OCKERS COMPANY PROFIT SHARING PLAN
Plan identification number	001

THE OCKERS COMPANY PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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

THE OCKERS COMPANY has sponsored the creation of one or more 401k plans.

Company Name: THE OCKERS COMPANY

Employer identification number (EIN): 042072070

NAIC Classification: 238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE OCKERS COMPANY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01 AMANDA KOUKOL 2021-06-07 AMANDA KOUKOL 2021-06-07
001 2019-01-01 AMANDA KOUKOL 2020-06-10
001 2018-01-01 NICOLE KELLY 2019-07-24 NICOLE KELLY 2019-07-24
001 2017-01-01 NICOLE KELLY 2018-06-26 NICOLE KELLY 2018-06-26
001 2016-01-01
001 2015-01-01
001 2014-01-01 JOHN J. HOUSER 2015-07-14
001 2013-01-01 JOHN J. HOUSER 2014-09-04
001 2012-01-01 JOHN J. HOUSER 2013-05-30
001 2011-01-01 JOHN J. HOUSER 2012-07-23
001 2010-01-01 JOHN J. HOUSER 2011-06-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01	AMANDA KOUKOL	2021-06-07	AMANDA KOUKOL	2021-06-07
001	2019-01-01	AMANDA KOUKOL	2020-06-10
001	2018-01-01	NICOLE KELLY	2019-07-24	NICOLE KELLY	2019-07-24
001	2017-01-01	NICOLE KELLY	2018-06-26	NICOLE KELLY	2018-06-26
001	2016-01-01
001	2015-01-01
001	2014-01-01	JOHN J. HOUSER	2015-07-14
001	2013-01-01	JOHN J. HOUSER	2014-09-04
001	2012-01-01	JOHN J. HOUSER	2013-05-30
001	2011-01-01	JOHN J. HOUSER	2012-07-23
001	2010-01-01	JOHN J. HOUSER	2011-06-23

Plan Statistics for THE OCKERS COMPANY PROFIT SHARING PLAN

401k plan membership statisitcs for THE OCKERS COMPANY PROFIT SHARING PLAN

Measure Date Value
2023: THE OCKERS COMPANY PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 125
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 32
Total of all active and inactive participants 2023-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 157
Number of participants with account balances 2023-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 4
2022: THE OCKERS COMPANY PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 97
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 0
Total of all active and inactive participants 2022-01-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 97
Number of participants with account balances 2022-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE OCKERS COMPANY PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 93
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 0
Total of all active and inactive participants 2021-01-01 93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 93
Number of participants with account balances 2021-01-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0

Measure	Date	Value
2023: THE OCKERS COMPANY PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	125
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	32
Total of all active and inactive participants	2023-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	157
Number of participants with account balances	2023-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	4
2022: THE OCKERS COMPANY PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	97
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	0
Total of all active and inactive participants	2022-01-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	97
Number of participants with account balances	2022-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE OCKERS COMPANY PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	93
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	0
Total of all active and inactive participants	2021-01-01	93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	93
Number of participants with account balances	2021-01-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0

Financial Data on THE OCKERS COMPANY PROFIT SHARING PLAN

Measure	Date	Value
2023 : THE OCKERS COMPANY PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$1,732,994
Expenses. Total of all expenses incurred	2023-12-31	$287,827
Benefits paid (including direct rollovers)	2023-12-31	$251,433
Total plan assets at end of year	2023-12-31	$5,059,067
Total plan assets at beginning of year	2023-12-31	$3,613,900
Value of fidelity bond covering the plan	2023-12-31	$500,000
Assets. Value of tangible personal property	2023-12-31	$0
Total contributions received or receivable from participants	2023-12-31	$524,140
Assets. Value of loans (other than to participants)	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$12,586
Other income received	2023-12-31	$721,218
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$1,445,167
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$5,059,067
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$3,613,900
Assets. Value of participant loans	2023-12-31	$108,383
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$0
Assets. Value of real-estate (other than employer real property)	2023-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2023-12-31	$0
Assets. Value of employer securities	2023-12-31	$0
Assets. Value of employer real property	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$475,050
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$36,394
2022 : THE OCKERS COMPANY PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$1,148,624
Expenses. Total of all expenses incurred	2022-12-31	$379,510
Benefits paid (including direct rollovers)	2022-12-31	$356,612
Total plan assets at end of year	2022-12-31	$3,613,900
Total plan assets at beginning of year	2022-12-31	$2,844,786
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$372,054
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$1,059,055
Other income received	2022-12-31	$-590,920
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$769,114
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,613,900
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,844,786
Assets. Value of participant loans	2022-12-31	$78,160
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$308,435
Value of certain deemed distributions of participant loans	2022-12-31	$-5,666
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$28,564
2021 : THE OCKERS COMPANY PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$888,499
Expenses. Total of all expenses incurred	2021-12-31	$244,981
Benefits paid (including direct rollovers)	2021-12-31	$234,918
Total plan assets at end of year	2021-12-31	$2,844,786
Total plan assets at beginning of year	2021-12-31	$2,201,268
Value of fidelity bond covering the plan	2021-12-31	$200,000
Total contributions received or receivable from participants	2021-12-31	$450,307
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$180,715
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$643,518
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,844,786
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,201,268
Assets. Value of participant loans	2021-12-31	$166,126
Total contributions received or receivable from employer(s)	2021-12-31	$257,477
Value of certain deemed distributions of participant loans	2021-12-31	$9,447
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$616

Form 5500 Responses for THE OCKERS COMPANY PROFIT SHARING PLAN

2023: THE OCKERS COMPANY PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: THE OCKERS COMPANY PROFIT SHARING 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: THE OCKERS COMPANY PROFIT SHARING 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

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Company Name:	THE OCKERS COMPANY
Employer identification number (EIN):	042072070
NAIC Classification:	238900