401k Plan data: DAVID DONAHUE, INC. PROFIT SHARING AND SAVINGS PLAN plan

DAVID DONAHUE, INC. PROFIT SHARING AND SAVINGS PLAN 401k Plan overview

Plan Name	DAVID DONAHUE, INC. PROFIT SHARING AND SAVINGS PLAN
Plan identification number	002

DAVID DONAHUE, INC. PROFIT SHARING AND SAVINGS 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DAVID DONAHUE, INC. has sponsored the creation of one or more 401k plans.

Company Name: DAVID DONAHUE, INC.

Employer identification number (EIN): 132733501

NAIC Classification: 424300

Additional information about DAVID DONAHUE, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1972-06-07

Company Identification Number: 331676

Legal Registered Office Address: 80 STATE STREET
New York
ALBANY
United States of America (USA)
12207

More information about DAVID DONAHUE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID DONAHUE, INC. PROFIT SHARING AND SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 RHAMA MEDINA 2024-06-05
002 2022-01-01 RHAMA MEDINA 2023-05-31
002 2021-01-01 RHAMA MEDINA 2022-05-24
002 2020-01-01 RHAMA MEDINA 2021-06-14
002 2019-01-01 PHYLLIS MATYJEWICZ 2020-06-30
002 2018-01-01 PHYLLIS MATYJEWICZ 2019-07-08
002 2017-01-01 PHYLLIS MATYJEWICZ 2018-07-12
002 2016-01-01 PHYLLIS MATYJEWICZ 2017-06-14
002 2015-01-01 PHYLLIS MATYJEWICZ 2016-06-15
002 2014-01-01 ROB DONOHUE 2015-09-30
002 2013-01-01 ROB DONOHUE 2014-12-04
002 2011-06-01 ROBERT J. DONOHUE
002 2010-06-01 ROBERT J. DONOHUE ROBERT J. DONOHUE 2012-03-17
002 2009-06-01 ROBERT J. DONOHUE ROBERT J. DONOHUE 2011-04-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	RHAMA MEDINA	2024-06-05
002	2022-01-01	RHAMA MEDINA	2023-05-31
002	2021-01-01	RHAMA MEDINA	2022-05-24
002	2020-01-01	RHAMA MEDINA	2021-06-14
002	2019-01-01	PHYLLIS MATYJEWICZ	2020-06-30
002	2018-01-01	PHYLLIS MATYJEWICZ	2019-07-08
002	2017-01-01	PHYLLIS MATYJEWICZ	2018-07-12
002	2016-01-01	PHYLLIS MATYJEWICZ	2017-06-14
002	2015-01-01	PHYLLIS MATYJEWICZ	2016-06-15
002	2014-01-01	ROB DONOHUE	2015-09-30
002	2013-01-01	ROB DONOHUE	2014-12-04
002	2011-06-01	ROBERT J. DONOHUE
002	2010-06-01	ROBERT J. DONOHUE		ROBERT J. DONOHUE	2012-03-17
002	2009-06-01	ROBERT J. DONOHUE		ROBERT J. DONOHUE	2011-04-05

Plan Statistics for DAVID DONAHUE, INC. PROFIT SHARING AND SAVINGS PLAN

401k plan membership statisitcs for DAVID DONAHUE, INC. PROFIT SHARING AND SAVINGS PLAN

Measure Date Value
2011: DAVID DONAHUE, INC. PROFIT SHARING AND SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-06-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-06-01 8
Number of retired or separated participants receiving benefits 2011-06-01 0
Number of other retired or separated participants entitled to future benefits 2011-06-01 1
Total of all active and inactive participants 2011-06-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-06-01 0
Total participants 2011-06-01 9
Number of participants with account balances 2011-06-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-06-01 1
2010: DAVID DONAHUE, INC. PROFIT SHARING AND SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-06-01 5
Number of retired or separated participants receiving benefits 2010-06-01 7
Number of other retired or separated participants entitled to future benefits 2010-06-01 1
Total of all active and inactive participants 2010-06-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-06-01 0
Total participants 2010-06-01 8
Number of participants with account balances 2010-06-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-06-01 1
2009: DAVID DONAHUE, INC. PROFIT SHARING AND SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-06-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-06-01 5
Number of retired or separated participants receiving benefits 2009-06-01 0
Number of other retired or separated participants entitled to future benefits 2009-06-01 0
Total of all active and inactive participants 2009-06-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-06-01 0
Total participants 2009-06-01 5
Number of participants with account balances 2009-06-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-06-01 0

Measure	Date	Value
2011: DAVID DONAHUE, INC. PROFIT SHARING AND SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-06-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-06-01	8
Number of retired or separated participants receiving benefits	2011-06-01	0
Number of other retired or separated participants entitled to future benefits	2011-06-01	1
Total of all active and inactive participants	2011-06-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-06-01	0
Total participants	2011-06-01	9
Number of participants with account balances	2011-06-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-06-01	1
2010: DAVID DONAHUE, INC. PROFIT SHARING AND SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-06-01	5
Number of retired or separated participants receiving benefits	2010-06-01	7
Number of other retired or separated participants entitled to future benefits	2010-06-01	1
Total of all active and inactive participants	2010-06-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-06-01	0
Total participants	2010-06-01	8
Number of participants with account balances	2010-06-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-06-01	1
2009: DAVID DONAHUE, INC. PROFIT SHARING AND SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-06-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-06-01	5
Number of retired or separated participants receiving benefits	2009-06-01	0
Number of other retired or separated participants entitled to future benefits	2009-06-01	0
Total of all active and inactive participants	2009-06-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-06-01	0
Total participants	2009-06-01	5
Number of participants with account balances	2009-06-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-06-01	0

Financial Data on DAVID DONAHUE, INC. PROFIT SHARING AND SAVINGS PLAN

Measure	Date	Value
2012 : DAVID DONAHUE, INC. PROFIT SHARING AND SAVINGS PLAN 2012 401k financial data
Transfers to/from the plan	2012-05-31	$0
Total plan liabilities at end of year	2012-05-31	$0
Total plan liabilities at beginning of year	2012-05-31	$0
Total income from all sources	2012-05-31	$103,162
Expenses. Total of all expenses incurred	2012-05-31	$36,848
Benefits paid (including direct rollovers)	2012-05-31	$36,848
Total plan assets at end of year	2012-05-31	$849,975
Total plan assets at beginning of year	2012-05-31	$783,661
Total contributions received or receivable from participants	2012-05-31	$65,729
Expenses. Other expenses not covered elsewhere	2012-05-31	$0
Contributions received from other sources (not participants or employers)	2012-05-31	$0
Other income received	2012-05-31	$-34,430
Noncash contributions received	2012-05-31	$0
Net income (gross income less expenses)	2012-05-31	$66,314
Net plan assets at end of year (total assets less liabilities)	2012-05-31	$849,975
Net plan assets at beginning of year (total assets less liabilities)	2012-05-31	$783,661
Total contributions received or receivable from employer(s)	2012-05-31	$71,863
Value of certain deemed distributions of participant loans	2012-05-31	$0
Value of corrective distributions	2012-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-05-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-05-31	$0
2011 : DAVID DONAHUE, INC. PROFIT SHARING AND SAVINGS PLAN 2011 401k financial data
Transfers to/from the plan	2011-05-31	$0
Total plan liabilities at end of year	2011-05-31	$0
Total plan liabilities at beginning of year	2011-05-31	$0
Total income from all sources	2011-05-31	$197,074
Expenses. Total of all expenses incurred	2011-05-31	$0
Benefits paid (including direct rollovers)	2011-05-31	$0
Total plan assets at end of year	2011-05-31	$783,661
Total plan assets at beginning of year	2011-05-31	$586,587
Total contributions received or receivable from participants	2011-05-31	$43,213
Expenses. Other expenses not covered elsewhere	2011-05-31	$0
Contributions received from other sources (not participants or employers)	2011-05-31	$0
Other income received	2011-05-31	$100,610
Noncash contributions received	2011-05-31	$0
Net income (gross income less expenses)	2011-05-31	$197,074
Net plan assets at end of year (total assets less liabilities)	2011-05-31	$783,661
Net plan assets at beginning of year (total assets less liabilities)	2011-05-31	$586,587
Total contributions received or receivable from employer(s)	2011-05-31	$53,251
Value of certain deemed distributions of participant loans	2011-05-31	$0
Value of corrective distributions	2011-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-05-31	$0

Form 5500 Responses for DAVID DONAHUE, INC. PROFIT SHARING AND SAVINGS PLAN

2011: DAVID DONAHUE, INC. PROFIT SHARING AND SAVINGS PLAN 2011 form 5500 responses
2011-06-01	Type of plan entity	Single employer plan
2011-06-01	Submission has been amended	No
2011-06-01	This submission is the final filing	No
2011-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-06-01	Plan is a collectively bargained plan	No
2011-06-01	Plan funding arrangement – Trust	Yes
2011-06-01	Plan benefit arrangement - Trust	Yes
2010: DAVID DONAHUE, INC. PROFIT SHARING AND SAVINGS PLAN 2010 form 5500 responses
2010-06-01	Type of plan entity	Single employer plan
2010-06-01	Submission has been amended	No
2010-06-01	This submission is the final filing	No
2010-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-06-01	Plan is a collectively bargained plan	No
2010-06-01	Plan funding arrangement – Trust	Yes
2010-06-01	Plan benefit arrangement - Trust	Yes
2009: DAVID DONAHUE, INC. PROFIT SHARING AND SAVINGS PLAN 2009 form 5500 responses
2009-06-01	Type of plan entity	Single employer plan
2009-06-01	Submission has been amended	No
2009-06-01	This submission is the final filing	No
2009-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-06-01	Plan is a collectively bargained plan	No
2009-06-01	Plan funding arrangement – Trust	Yes
2009-06-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DAVID DONAHUE, INC.
Employer identification number (EIN):	132733501
NAIC Classification:	424300

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1972-06-07
Company Identification Number:	331676
Legal Registered Office Address:	80 STATE STREET New York ALBANY United States of America (USA) 12207