401k Plan data: ADAMS & BEASLEY 401(K) PLAN plan

ADAMS & BEASLEY 401(K) PLAN 401k Plan overview

Plan Name	ADAMS & BEASLEY 401(K) PLAN
Plan identification number	001

ADAMS & BEASLEY 401(K) 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

ADAMS & BEASLEY, INC. has sponsored the creation of one or more 401k plans.

Company Name: ADAMS & BEASLEY, INC.

Employer identification number (EIN): 272048520

NAIC Classification: 238300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADAMS & BEASLEY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 ERIC ADAMS 2024-10-15 ERIC ADAMS 2024-10-15
001 2022-01-01 SHARI GAFFNEY 2023-12-05 SHARI GAFFNEY 2023-12-05
001 2021-01-01 ERIC ADAMS 2024-02-09 ERIC ADAMS 2024-02-09
001 2020-01-01 KATHERINE POULIOPOULOS 2021-07-22 KATHERINE POULIOPOULOS 2021-07-22
001 2019-01-01 KATHERINE POULIOPOULOS 2021-07-20 KATHERINE POULIOPOULOS 2021-07-20
001 2018-10-01 ERIC ADAMS 2019-10-08
001 2017-10-01 ERIC ADAMS 2019-06-13
001 2016-10-01 ERIC ADAMS 2018-07-10
001 2015-10-01 ERIC ADAMS 2017-04-06
001 2014-10-01 ERIC ADAMS 2016-07-15
001 2013-10-01 ERIC ADAMS 2015-07-09
001 2012-10-01 ERIC ADAMS 2014-07-09
001 2011-10-01 ERIC ADAMS 2013-01-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	ERIC ADAMS	2024-10-15	ERIC ADAMS	2024-10-15
001	2022-01-01	SHARI GAFFNEY	2023-12-05	SHARI GAFFNEY	2023-12-05
001	2021-01-01	ERIC ADAMS	2024-02-09	ERIC ADAMS	2024-02-09
001	2020-01-01	KATHERINE POULIOPOULOS	2021-07-22	KATHERINE POULIOPOULOS	2021-07-22
001	2019-01-01	KATHERINE POULIOPOULOS	2021-07-20	KATHERINE POULIOPOULOS	2021-07-20
001	2018-10-01	ERIC ADAMS	2019-10-08
001	2017-10-01	ERIC ADAMS	2019-06-13
001	2016-10-01	ERIC ADAMS	2018-07-10
001	2015-10-01	ERIC ADAMS	2017-04-06
001	2014-10-01	ERIC ADAMS	2016-07-15
001	2013-10-01	ERIC ADAMS	2015-07-09
001	2012-10-01	ERIC ADAMS	2014-07-09
001	2011-10-01	ERIC ADAMS	2013-01-28

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Company Name:	ADAMS & BEASLEY, INC.
Employer identification number (EIN):	272048520
NAIC Classification:	238300