401k Plan data: MEYER AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST plan

MEYER AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	MEYER AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	001

MEYER AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST 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

MEYER AND ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: MEYER AND ASSOCIATES

Employer identification number (EIN): 222063756

NAIC Classification: 524290

Additional information about MEYER AND ASSOCIATES

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs

Incorporation Date:

Company Identification Number: 60764U

More information about MEYER AND ASSOCIATES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEYER AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 ANN L. MEYER 2024-08-28
001 2022-01-01 ANN L. MEYER 2023-07-12
001 2021-01-01 ANN L. MEYER 2022-07-25
001 2020-01-01 ANN L. MEYER 2021-05-18
001 2019-01-01 BARBARA G. MEYER 2020-06-23
001 2018-01-01 BARBARA G. MEYER 2019-05-22
001 2017-01-01 BARBARA G. MEYER 2018-05-18
001 2016-01-01 BARBARA G. MEYER 2017-05-25
001 2015-01-01 BARBARA G. MEYER 2016-06-16
001 2014-01-01 BARBARA G. MEYER 2015-06-10
001 2013-01-01 BARBARA G. MEYER 2014-04-30
001 2012-01-01 BARBARA G. MEYER
001 2011-01-01 BARBARA G. MEYER
001 2010-01-01 BARBARA G. MEYER
001 2009-01-01 BARBARA G. MEYER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	ANN L. MEYER	2024-08-28
001	2022-01-01	ANN L. MEYER	2023-07-12
001	2021-01-01	ANN L. MEYER	2022-07-25
001	2020-01-01	ANN L. MEYER	2021-05-18
001	2019-01-01	BARBARA G. MEYER	2020-06-23
001	2018-01-01	BARBARA G. MEYER	2019-05-22
001	2017-01-01	BARBARA G. MEYER	2018-05-18
001	2016-01-01	BARBARA G. MEYER	2017-05-25
001	2015-01-01	BARBARA G. MEYER	2016-06-16
001	2014-01-01	BARBARA G. MEYER	2015-06-10
001	2013-01-01	BARBARA G. MEYER	2014-04-30
001	2012-01-01	BARBARA G. MEYER
001	2011-01-01	BARBARA G. MEYER
001	2010-01-01	BARBARA G. MEYER
001	2009-01-01	BARBARA G. MEYER

Plan Statistics for MEYER AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for MEYER AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2012: MEYER AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 19
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 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 20
Number of participants with account balances 2012-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: MEYER AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 19
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 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 20
Number of participants with account balances 2011-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: MEYER AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 19
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 21
Number of participants with account balances 2010-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: MEYER AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 22
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 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 24
Number of participants with account balances 2009-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: MEYER AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	19
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	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	20
Number of participants with account balances	2012-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: MEYER AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	19
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	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	20
Number of participants with account balances	2011-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: MEYER AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	19
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	21
Number of participants with account balances	2010-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: MEYER AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	22
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	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	24
Number of participants with account balances	2009-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MEYER AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2012 : MEYER AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$366,176
Expenses. Total of all expenses incurred	2012-12-31	$95,146
Benefits paid (including direct rollovers)	2012-12-31	$95,098
Total plan assets at end of year	2012-12-31	$2,646,299
Total plan assets at beginning of year	2012-12-31	$2,375,269
Value of fidelity bond covering the plan	2012-12-31	$1,500,000
Total contributions received or receivable from participants	2012-12-31	$103,062
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$136,593
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$271,030
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,646,299
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,375,269
Assets. Value of participant loans	2012-12-31	$63,476
Total contributions received or receivable from employer(s)	2012-12-31	$126,521
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$48
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : MEYER AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$188,520
Expenses. Total of all expenses incurred	2011-12-31	$152,265
Benefits paid (including direct rollovers)	2011-12-31	$152,099
Total plan assets at end of year	2011-12-31	$2,375,269
Total plan assets at beginning of year	2011-12-31	$2,339,014
Value of fidelity bond covering the plan	2011-12-31	$1,500,000
Total contributions received or receivable from participants	2011-12-31	$93,069
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$58
Other income received	2011-12-31	$3,785
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$36,255
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,375,269
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,339,014
Assets. Value of participant loans	2011-12-31	$68,089
Total contributions received or receivable from employer(s)	2011-12-31	$91,608
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$166
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : MEYER AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$329,393
Expenses. Total of all expenses incurred	2010-12-31	$69,913
Benefits paid (including direct rollovers)	2010-12-31	$69,623
Total plan assets at end of year	2010-12-31	$2,339,014
Total plan assets at beginning of year	2010-12-31	$2,079,534
Value of fidelity bond covering the plan	2010-12-31	$1,500,000
Total contributions received or receivable from participants	2010-12-31	$94,993
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$5,118
Other income received	2010-12-31	$181,984
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$259,480
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,339,014
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,079,534
Assets. Value of participant loans	2010-12-31	$61,162
Total contributions received or receivable from employer(s)	2010-12-31	$47,298
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$290
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : MEYER AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MEYER AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST

2012: MEYER AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST 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 – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: MEYER AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: MEYER AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MEYER AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST 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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

102222

Policy instance

Insurance contract or identification number	102222
Number of Individuals Covered	20
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4,459
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	4459
Additional information about fees paid to insurance broker	PLAN ADMINISTRATION
Insurance broker organization code?	5
Insurance broker name	ABAR PENSION SERVICES, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

102222

Policy instance

Insurance contract or identification number	102222
Number of Individuals Covered	20
Insurance policy start date	2011-09-02
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $728
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	MEYER AND ASSOCIATES
Employer identification number (EIN):	222063756
NAIC Classification:	524290

Jurisdiction of Incorporation:	Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number:	60764U