401k Plan data: ALDRICH & ASSOCIATES, INC. PROFIT SHARING PLAN plan

ALDRICH & ASSOCIATES, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	ALDRICH & ASSOCIATES, INC. PROFIT SHARING PLAN
Plan identification number	002

ALDRICH & ASSOCIATES, INC. PROFIT SHARING 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.
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

ALDRICH & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: ALDRICH & ASSOCIATES, INC.

Employer identification number (EIN): 100007387

NAIC Classification: 561300

Additional information about ALDRICH & ASSOCIATES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1989-04-26

Company Identification Number: K83450

Legal Registered Office Address: 235 HICKORY LANE

LUTZ

33549

More information about ALDRICH & ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALDRICH & ASSOCIATES, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 JAMES J. ALDRICH, TRUSTEE 2020-10-10 JAMES J. ALDRICH, PRESIDENT 2020-10-10
002 2018-01-01 JAMES J. ALDRICH, TRUSTEE 2019-10-10 JAMES J. ALDRICH, PRESIDENT 2019-10-10
002 2017-01-01 JAMES J. ALDRICH, TRUSTEE 2018-10-12 JAMES J. ALDRICH, PRESIDENT 2018-10-12
002 2016-01-01 JAMES J. ALDRICH, TRUSTEE 2017-10-15 JAMES J. ALDRICH, PRESIDENT 2017-10-15
002 2015-01-01 JAMES J. ALDRICH, TRUSTEE 2016-10-16 JAMES J. ALDRICH, PRESIDENT 2016-10-16
002 2014-01-01 JAMES J. ALDRICH, TRUSTEE 2015-10-14 JAMES J. ALDRICH, PRESIDENT 2015-10-14
002 2013-01-01 JAMES J. ALDRICH, TRUSTEE 2014-10-13 JAMES J. ALDRICH, PRESIDENT 2014-10-13
002 2012-01-01 JAMES J. ALDRICH, TRUSTEE 2013-10-14 JAMES J. ALDRICH, PRESIDENT 2013-10-14
002 2011-01-01 JAMES J. ALDRICH, TRUSTEE 2012-09-24 JAMES J. ALDRICH, PRESIDENT 2012-09-24
002 2010-01-01 JAMES J. ALDRICH, TRUSTEE 2011-09-20 JAMES J. ALDRICH, PRESIDENT 2011-09-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-01-01	JAMES J. ALDRICH, TRUSTEE	2020-10-10	JAMES J. ALDRICH, PRESIDENT	2020-10-10
002	2018-01-01	JAMES J. ALDRICH, TRUSTEE	2019-10-10	JAMES J. ALDRICH, PRESIDENT	2019-10-10
002	2017-01-01	JAMES J. ALDRICH, TRUSTEE	2018-10-12	JAMES J. ALDRICH, PRESIDENT	2018-10-12
002	2016-01-01	JAMES J. ALDRICH, TRUSTEE	2017-10-15	JAMES J. ALDRICH, PRESIDENT	2017-10-15
002	2015-01-01	JAMES J. ALDRICH, TRUSTEE	2016-10-16	JAMES J. ALDRICH, PRESIDENT	2016-10-16
002	2014-01-01	JAMES J. ALDRICH, TRUSTEE	2015-10-14	JAMES J. ALDRICH, PRESIDENT	2015-10-14
002	2013-01-01	JAMES J. ALDRICH, TRUSTEE	2014-10-13	JAMES J. ALDRICH, PRESIDENT	2014-10-13
002	2012-01-01	JAMES J. ALDRICH, TRUSTEE	2013-10-14	JAMES J. ALDRICH, PRESIDENT	2013-10-14
002	2011-01-01	JAMES J. ALDRICH, TRUSTEE	2012-09-24	JAMES J. ALDRICH, PRESIDENT	2012-09-24
002	2010-01-01	JAMES J. ALDRICH, TRUSTEE	2011-09-20	JAMES J. ALDRICH, PRESIDENT	2011-09-20

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Company Name:	ALDRICH & ASSOCIATES, INC.
Employer identification number (EIN):	100007387
NAIC Classification:	561300

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1989-04-26
Company Identification Number:	K83450
Legal Registered Office Address:	235 HICKORY LANE LUTZ 33549