401k Plan data: CHARLES F. CONNOLLY DISTRIBUTING CO., INC EMPLOYEES PROFIT SHARING PLAN plan

CHARLES F. CONNOLLY DISTRIBUTING CO., INC EMPLOYEES PROFIT SHARING PLAN 401k Plan overview

Plan Name	CHARLES F. CONNOLLY DISTRIBUTING CO., INC EMPLOYEES PROFIT SHARING PLAN
Plan identification number	002

CHARLES F. CONNOLLY DISTRIBUTING CO., INC EMPLOYEES 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.
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.

401k Sponsoring company profile

CHARLES F. CONNOLLY DISTRIBUTING CO has sponsored the creation of one or more 401k plans.

Company Name: CHARLES F. CONNOLLY DISTRIBUTING CO

Employer identification number (EIN): 221604696

NAIC Classification: 423700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES F. CONNOLLY DISTRIBUTING CO., INC EMPLOYEES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-01-01 ELIZABETH T. TREBUS ELIZABETH T. TREBUS 2015-07-30
002 2013-01-01 ELIZABETH TREBUS ELIZABETH TREBUS 2014-10-07
002 2012-01-01 ELIZABETH T. TREBUS
002 2011-01-01 ELIZABETH T. TREBUS
002 2009-01-01 ELIZABETH T. TREBUS

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2014-01-01	ELIZABETH T. TREBUS	ELIZABETH T. TREBUS	2015-07-30
002	2013-01-01	ELIZABETH TREBUS	ELIZABETH TREBUS	2014-10-07
002	2012-01-01	ELIZABETH T. TREBUS
002	2011-01-01	ELIZABETH T. TREBUS
002	2009-01-01	ELIZABETH T. TREBUS

Plan Statistics for CHARLES F. CONNOLLY DISTRIBUTING CO., INC EMPLOYEES PROFIT SHARING PLAN

401k plan membership statisitcs for CHARLES F. CONNOLLY DISTRIBUTING CO., INC EMPLOYEES PROFIT SHARING PLAN

Measure Date Value
2014: CHARLES F. CONNOLLY DISTRIBUTING CO., INC EMPLOYEES PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 26
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 28
Number of participants with account balances 2014-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CHARLES F. CONNOLLY DISTRIBUTING CO., INC EMPLOYEES PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 26
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 28
Number of participants with account balances 2013-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CHARLES F. CONNOLLY DISTRIBUTING CO., INC EMPLOYEES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 26
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 28
Number of participants with account balances 2012-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CHARLES F. CONNOLLY DISTRIBUTING CO., INC EMPLOYEES PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 28
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 30
Number of participants with account balances 2011-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: CHARLES F. CONNOLLY DISTRIBUTING CO., INC EMPLOYEES PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 27
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 2
Total participants 2009-01-01 31
Number of participants with account balances 2009-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: CHARLES F. CONNOLLY DISTRIBUTING CO., INC EMPLOYEES PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	26
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	28
Number of participants with account balances	2014-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CHARLES F. CONNOLLY DISTRIBUTING CO., INC EMPLOYEES PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	26
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	28
Number of participants with account balances	2013-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CHARLES F. CONNOLLY DISTRIBUTING CO., INC EMPLOYEES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	26
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	28
Number of participants with account balances	2012-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CHARLES F. CONNOLLY DISTRIBUTING CO., INC EMPLOYEES PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	28
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	30
Number of participants with account balances	2011-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: CHARLES F. CONNOLLY DISTRIBUTING CO., INC EMPLOYEES PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	27
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	2
Total participants	2009-01-01	31
Number of participants with account balances	2009-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CHARLES F. CONNOLLY DISTRIBUTING CO., INC EMPLOYEES PROFIT SHARING PLAN

Measure	Date	Value
2014 : CHARLES F. CONNOLLY DISTRIBUTING CO., INC EMPLOYEES PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$759,770
Expenses. Total of all expenses incurred	2014-12-31	$181,246
Benefits paid (including direct rollovers)	2014-12-31	$181,021
Total plan assets at end of year	2014-12-31	$9,015,835
Total plan assets at beginning of year	2014-12-31	$8,437,311
Value of fidelity bond covering the plan	2014-12-31	$510,000
Total contributions received or receivable from participants	2014-12-31	$138,288
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$461,482
Net income (gross income less expenses)	2014-12-31	$578,524
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$9,015,835
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$8,437,311
Assets. Value of participant loans	2014-12-31	$40,159
Total contributions received or receivable from employer(s)	2014-12-31	$160,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$225
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : CHARLES F. CONNOLLY DISTRIBUTING CO., INC EMPLOYEES PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,201,191
Expenses. Total of all expenses incurred	2013-12-31	$166,464
Benefits paid (including direct rollovers)	2013-12-31	$166,264
Total plan assets at end of year	2013-12-31	$8,437,311
Total plan assets at beginning of year	2013-12-31	$7,402,584
Value of fidelity bond covering the plan	2013-12-31	$510,000
Total contributions received or receivable from participants	2013-12-31	$145,574
Other income received	2013-12-31	$895,616
Net income (gross income less expenses)	2013-12-31	$1,034,727
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$8,437,311
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$7,402,584
Assets. Value of participant loans	2013-12-31	$29,055
Total contributions received or receivable from employer(s)	2013-12-31	$160,001
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : CHARLES F. CONNOLLY DISTRIBUTING CO., INC EMPLOYEES PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$930,938
Expenses. Total of all expenses incurred	2012-12-31	$622,463
Benefits paid (including direct rollovers)	2012-12-31	$622,125
Total plan assets at end of year	2012-12-31	$7,402,584
Total plan assets at beginning of year	2012-12-31	$7,094,109
Value of fidelity bond covering the plan	2012-12-31	$510,000
Total contributions received or receivable from participants	2012-12-31	$128,237
Other income received	2012-12-31	$642,701
Net income (gross income less expenses)	2012-12-31	$308,475
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$7,402,584
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$7,094,109
Assets. Value of participant loans	2012-12-31	$48,015
Total contributions received or receivable from employer(s)	2012-12-31	$160,000
Value of corrective distributions	2012-12-31	$73
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$265
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : CHARLES F. CONNOLLY DISTRIBUTING CO., INC EMPLOYEES PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$150,296
Expenses. Total of all expenses incurred	2011-12-31	$804,435
Benefits paid (including direct rollovers)	2011-12-31	$804,272
Total plan assets at end of year	2011-12-31	$7,094,109
Total plan assets at beginning of year	2011-12-31	$7,748,248
Value of fidelity bond covering the plan	2011-12-31	$510,000
Total contributions received or receivable from participants	2011-12-31	$124,499
Other income received	2011-12-31	$-134,203
Net income (gross income less expenses)	2011-12-31	$-654,139
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$7,094,109
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$7,748,248
Assets. Value of participant loans	2011-12-31	$52,182
Total contributions received or receivable from employer(s)	2011-12-31	$160,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$163
2010 : CHARLES F. CONNOLLY DISTRIBUTING CO., INC EMPLOYEES PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,029,062
Expenses. Total of all expenses incurred	2010-12-31	$494,880
Benefits paid (including direct rollovers)	2010-12-31	$494,650
Total plan assets at end of year	2010-12-31	$7,748,248
Total plan assets at beginning of year	2010-12-31	$7,214,066
Value of fidelity bond covering the plan	2010-12-31	$510,000
Total contributions received or receivable from participants	2010-12-31	$119,406
Other income received	2010-12-31	$749,656
Net income (gross income less expenses)	2010-12-31	$534,182
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$7,748,248
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$7,214,066
Assets. Value of participant loans	2010-12-31	$42,340
Total contributions received or receivable from employer(s)	2010-12-31	$160,000
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$230

Form 5500 Responses for CHARLES F. CONNOLLY DISTRIBUTING CO., INC EMPLOYEES PROFIT SHARING PLAN

2014: CHARLES F. CONNOLLY DISTRIBUTING CO., INC EMPLOYEES PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CHARLES F. CONNOLLY DISTRIBUTING CO., INC EMPLOYEES PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CHARLES F. CONNOLLY DISTRIBUTING CO., INC EMPLOYEES PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CHARLES F. CONNOLLY DISTRIBUTING CO., INC EMPLOYEES PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: CHARLES F. CONNOLLY DISTRIBUTING CO., INC EMPLOYEES PROFIT SHARING 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:	CHARLES F. CONNOLLY DISTRIBUTING CO
Employer identification number (EIN):	221604696
NAIC Classification:	423700