401k Plan data: R F ENDERLEY INC 401 K PROFIT SHARING PLAN TRUST plan

R F ENDERLEY INC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	R F ENDERLEY INC 401 K PROFIT SHARING PLAN TRUST
Plan identification number	002

R F ENDERLEY INC 401 K PROFIT SHARING PLAN 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.
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

R F ENDERLEY INC has sponsored the creation of one or more 401k plans.

Company Name: R F ENDERLEY INC

Employer identification number (EIN): 222161921

NAIC Classification: 238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R F ENDERLEY INC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 AMY MARHEFKA 2024-04-26
002 2022-01-01 AMY MARHEFKA 2023-04-14
002 2021-01-01 AMY MARHEFKA 2022-04-14
002 2020-01-01 AMY MARHEFKA 2021-04-30
002 2019-01-01 AMY MARHEFKA 2020-04-22
002 2018-01-01 LEONARD LOCASCIO 2019-05-20
002 2017-01-01 LEONARD LOCASCIO 2018-07-25
002 2016-01-01 LEONARD A. LOCASCIO 2017-07-18
002 2015-01-01 LEONARD LOCASCIO 2016-07-14
002 2014-01-01 LEONARD A. LOCASCIO 2015-07-24
002 2013-01-01 LEONARD LOCASCIO 2014-07-03
002 2012-01-01 R F ENDERLEY INC 2013-07-24
002 2011-01-01 R. F. ENDERLEY COMPANY INC. 2012-06-22
002 2010-01-01 R. F. ENDERLEY COMPANY INC. 2011-07-28
002 2009-01-01 R. F. ENDERLEY COMPANY INC.
002 2009-01-01 R. F. ENDERLEY COMPANY INC.

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	AMY MARHEFKA	2024-04-26
002	2022-01-01	AMY MARHEFKA	2023-04-14
002	2021-01-01	AMY MARHEFKA	2022-04-14
002	2020-01-01	AMY MARHEFKA	2021-04-30
002	2019-01-01	AMY MARHEFKA	2020-04-22
002	2018-01-01	LEONARD LOCASCIO	2019-05-20
002	2017-01-01	LEONARD LOCASCIO	2018-07-25
002	2016-01-01	LEONARD A. LOCASCIO	2017-07-18
002	2015-01-01	LEONARD LOCASCIO	2016-07-14
002	2014-01-01	LEONARD A. LOCASCIO	2015-07-24
002	2013-01-01	LEONARD LOCASCIO	2014-07-03
002	2012-01-01	R F ENDERLEY INC	2013-07-24
002	2011-01-01	R. F. ENDERLEY COMPANY INC.	2012-06-22
002	2010-01-01	R. F. ENDERLEY COMPANY INC.	2011-07-28
002	2009-01-01	R. F. ENDERLEY COMPANY INC.
002	2009-01-01	R. F. ENDERLEY COMPANY INC.

Plan Statistics for R F ENDERLEY INC 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for R F ENDERLEY INC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2009: R F ENDERLEY INC 401 K PROFIT SHARING PLAN TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 14
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 0
Total of all active and inactive participants 2009-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 14
Number of participants with account balances 2009-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2009: R F ENDERLEY INC 401 K PROFIT SHARING PLAN TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	14
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	0
Total of all active and inactive participants	2009-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	14
Number of participants with account balances	2009-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Form 5500 Responses for R F ENDERLEY INC 401 K PROFIT SHARING PLAN TRUST

2009: R F ENDERLEY INC 401 K PROFIT SHARING PLAN 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

Potentially related plans

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Company Name:	R F ENDERLEY INC
Employer identification number (EIN):	222161921
NAIC Classification:	238900