401k Plan data: THE SIGNATRY 401(K) PLAN plan

THE SIGNATRY 401(K) PLAN 401k Plan overview

Plan Name	THE SIGNATRY 401(K) PLAN
Plan identification number	001

THE SIGNATRY 401(K) PLAN 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

THE SERVANT FOUNDATION DBA THE SIGNATRY has sponsored the creation of one or more 401k plans.

Company Name: THE SERVANT FOUNDATION DBA THE SIGNATRY

Employer identification number (EIN): 431890105

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE SIGNATRY 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 CHRIS HORNE 2024-07-23
001 2023-01-01 CHRIS HORNE 2024-07-31
001 2022-01-01 MARK KLINGER 2023-06-08
001 2021-01-01 MARK KLINGER 2022-07-09
001 2020-01-01 MARK KLINGER 2021-07-07
001 2019-01-01 MARK KLINGER 2020-07-15
001 2018-01-01 LUCAS J CHERRY 2019-09-21
001 2017-01-01 LUCAS CHERRY 2018-06-26
001 2016-01-01 LUCAS CHERRY 2017-05-31
001 2015-01-01 LUCAS CHERRY 2016-07-14
001 2014-01-01 RICHARD MCGLOCKLIN
001 2013-01-01 JONATHAN HARRISON
001 2012-01-01 DENNIS ROTH
001 2011-01-01 DENNIS ROTH

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	CHRIS HORNE	2024-07-23
001	2023-01-01	CHRIS HORNE	2024-07-31
001	2022-01-01	MARK KLINGER	2023-06-08
001	2021-01-01	MARK KLINGER	2022-07-09
001	2020-01-01	MARK KLINGER	2021-07-07
001	2019-01-01	MARK KLINGER	2020-07-15
001	2018-01-01	LUCAS J CHERRY	2019-09-21
001	2017-01-01	LUCAS CHERRY	2018-06-26
001	2016-01-01	LUCAS CHERRY	2017-05-31
001	2015-01-01	LUCAS CHERRY	2016-07-14
001	2014-01-01	RICHARD MCGLOCKLIN
001	2013-01-01	JONATHAN HARRISON
001	2012-01-01	DENNIS ROTH
001	2011-01-01	DENNIS ROTH

Plan Statistics for THE SIGNATRY 401(K) PLAN

401k plan membership statisitcs for THE SIGNATRY 401(K) PLAN

Measure Date Value
2014: THE SIGNATRY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 13
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 0
Total of all active and inactive participants 2014-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 13
Number of participants with account balances 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE SIGNATRY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE SIGNATRY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
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 0
Total of all active and inactive participants 2012-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE SIGNATRY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
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 0
Total of all active and inactive participants 2011-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2014: THE SIGNATRY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	13
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	0
Total of all active and inactive participants	2014-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	13
Number of participants with account balances	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE SIGNATRY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE SIGNATRY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
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	0
Total of all active and inactive participants	2012-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE SIGNATRY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
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	0
Total of all active and inactive participants	2011-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on THE SIGNATRY 401(K) PLAN

Measure	Date	Value
2014 : THE SIGNATRY 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$330,122
Expenses. Total of all expenses incurred	2014-12-31	$72
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$330,050
Total plan assets at beginning of year	2014-12-31	$0
Value of fidelity bond covering the plan	2014-12-31	$0
Total contributions received or receivable from participants	2014-12-31	$26,965
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$283,011
Net income (gross income less expenses)	2014-12-31	$330,050
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$330,050
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$20,146
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$72
2013 : THE SIGNATRY 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$79,750
Expenses. Total of all expenses incurred	2013-12-31	$874
Total plan assets at end of year	2013-12-31	$270,226
Total plan assets at beginning of year	2013-12-31	$191,350
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$24,867
Other income received	2013-12-31	$32,553
Net income (gross income less expenses)	2013-12-31	$78,876
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$270,226
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$191,350
Total contributions received or receivable from employer(s)	2013-12-31	$22,330
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$874
2012 : THE SIGNATRY 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$70,215
Expenses. Total of all expenses incurred	2012-12-31	$613
Total plan assets at end of year	2012-12-31	$191,350
Total plan assets at beginning of year	2012-12-31	$121,748
Total contributions received or receivable from participants	2012-12-31	$34,700
Other income received	2012-12-31	$16,500
Net income (gross income less expenses)	2012-12-31	$69,602
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$191,350
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$121,748
Total contributions received or receivable from employer(s)	2012-12-31	$19,015
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$613
2011 : THE SIGNATRY 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$54,148
Expenses. Total of all expenses incurred	2011-12-31	$347
Total plan assets at end of year	2011-12-31	$121,748
Total plan assets at beginning of year	2011-12-31	$67,947
Total contributions received or receivable from participants	2011-12-31	$45,751
Other income received	2011-12-31	$-1,460
Net income (gross income less expenses)	2011-12-31	$53,801
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$121,748
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$67,947
Total contributions received or receivable from employer(s)	2011-12-31	$9,857
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$347
2010 : THE SIGNATRY 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$44,689
Expenses. Total of all expenses incurred	2010-12-31	$3,686
Benefits paid (including direct rollovers)	2010-12-31	$3,507
Total plan assets at end of year	2010-12-31	$67,947
Total plan assets at beginning of year	2010-12-31	$26,944
Total contributions received or receivable from participants	2010-12-31	$31,518
Other income received	2010-12-31	$5,100
Net income (gross income less expenses)	2010-12-31	$41,003
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$67,947
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$26,944
Total contributions received or receivable from employer(s)	2010-12-31	$8,071
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$179
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for THE SIGNATRY 401(K) PLAN

2014: THE SIGNATRY 401(K) 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: THE SIGNATRY 401(K) 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: THE SIGNATRY 401(K) 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: THE SIGNATRY 401(K) 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

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Company Name:	THE SERVANT FOUNDATION DBA THE SIGNATRY
Employer identification number (EIN):	431890105
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations