401k Plan data: WILLIAM S. HEIN & CO., INC. 401(K) PROFIT SHARING PLAN plan

WILLIAM S. HEIN & CO., INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	WILLIAM S. HEIN & CO., INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

WILLIAM S. HEIN & CO., INC. 401(K) 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.
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.
Plan covering Self-Employed individuals.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WILLIAM S HEIN & CO INC has sponsored the creation of one or more 401k plans.

Company Name: WILLIAM S HEIN & CO INC

Employer identification number (EIN): 160878492

NAIC Classification: 511130
NAIC Description: Book Publishers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM S. HEIN & CO., INC. 401(K) 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 MELANIE BREAM 2024-06-19
001 2022-01-01 MELANIE BREAM 2023-08-02
001 2021-01-01 PLAN SPONSOR 2022-07-26
001 2020-01-01 PLAN SPONSOR 2021-07-20
001 2019-01-01 PLAN SPONSOR 2020-07-02
001 2018-01-01 PLAN SPONSOR 2019-08-21
001 2017-01-01 DAVID DEBALSKI 2018-07-13 DAVID DEBALSKI 2018-07-13
001 2016-01-01 DAVID DEBALSKI 2017-08-03 DAVID DEBALSKI 2017-08-03
001 2015-01-01 KRISTIN BOCK 2016-07-22 KRISTIN BOCK 2016-07-22
001 2014-01-01 KRISTIN BOCK 2015-07-14 KRISTIN BOCK 2015-07-14
001 2013-01-01 KRISTIN BOCK 2014-06-11 KRISTIN BOCK 2014-06-11
001 2012-01-01 KRISTIN BOCK 2013-07-17 KRISTIN BOCK 2013-07-17
001 2011-01-01 KRISTIN BOCK 2012-05-10 KRISTIN BOCK 2012-05-10
001 2010-01-01 KRISTIN BOCK 2011-05-17 KEVIN MARMION 2011-05-17
001 2008-01-01 KRISTIN BOCK 2010-12-07
001 2007-01-01 KRISTIN BOCK 2010-12-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	MELANIE BREAM	2024-06-19
001	2022-01-01	MELANIE BREAM	2023-08-02
001	2021-01-01	PLAN SPONSOR	2022-07-26
001	2020-01-01	PLAN SPONSOR	2021-07-20
001	2019-01-01	PLAN SPONSOR	2020-07-02
001	2018-01-01	PLAN SPONSOR	2019-08-21
001	2017-01-01	DAVID DEBALSKI	2018-07-13	DAVID DEBALSKI	2018-07-13
001	2016-01-01	DAVID DEBALSKI	2017-08-03	DAVID DEBALSKI	2017-08-03
001	2015-01-01	KRISTIN BOCK	2016-07-22	KRISTIN BOCK	2016-07-22
001	2014-01-01	KRISTIN BOCK	2015-07-14	KRISTIN BOCK	2015-07-14
001	2013-01-01	KRISTIN BOCK	2014-06-11	KRISTIN BOCK	2014-06-11
001	2012-01-01	KRISTIN BOCK	2013-07-17	KRISTIN BOCK	2013-07-17
001	2011-01-01	KRISTIN BOCK	2012-05-10	KRISTIN BOCK	2012-05-10
001	2010-01-01	KRISTIN BOCK	2011-05-17	KEVIN MARMION	2011-05-17
001	2008-01-01			KRISTIN BOCK	2010-12-07
001	2007-01-01			KRISTIN BOCK	2010-12-07

Plan Statistics for WILLIAM S. HEIN & CO., INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WILLIAM S. HEIN & CO., INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2008: WILLIAM S. HEIN & CO., INC. 401(K) PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 94
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 84
Number of other retired or separated participants entitled to future benefits 2008-01-01 7
Total of all active and inactive participants 2008-01-01 91
Total participants 2008-01-01 91
Number of participants with account balances 2008-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 7
2007: WILLIAM S. HEIN & CO., INC. 401(K) PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 85
Number of other retired or separated participants entitled to future benefits 2007-01-01 5
Total of all active and inactive participants 2007-01-01 90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 2
Total participants 2007-01-01 92
Number of participants with account balances 2007-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 4

Measure	Date	Value
2008: WILLIAM S. HEIN & CO., INC. 401(K) PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	94
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	84
Number of other retired or separated participants entitled to future benefits	2008-01-01	7
Total of all active and inactive participants	2008-01-01	91
Total participants	2008-01-01	91
Number of participants with account balances	2008-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	7
2007: WILLIAM S. HEIN & CO., INC. 401(K) PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	85
Number of other retired or separated participants entitled to future benefits	2007-01-01	5
Total of all active and inactive participants	2007-01-01	90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	2
Total participants	2007-01-01	92
Number of participants with account balances	2007-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	4

Form 5500 Responses for WILLIAM S. HEIN & CO., INC. 401(K) PROFIT SHARING PLAN

2008: WILLIAM S. HEIN & CO., INC. 401(K) PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Insurance	Yes
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement – Insurance	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes
2007: WILLIAM S. HEIN & CO., INC. 401(K) PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	Yes
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Insurance	Yes
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement – Insurance	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WILLIAM S HEIN & CO INC
Employer identification number (EIN):	160878492
NAIC Classification:	511130
NAIC Description:	Book Publishers