401k Plan data: ARTHUR A. OLIVER & SON, INC. 401(K) PROFIT SHARING PLAN plan

ARTHUR A. OLIVER & SON, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	ARTHUR A. OLIVER & SON, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	002

ARTHUR A. OLIVER & SON, INC. 401(K) 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.
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

ARTHUR A. OLIVER & SON, INC. has sponsored the creation of one or more 401k plans.

Company Name: ARTHUR A. OLIVER & SON, INC.

Employer identification number (EIN): 560499888

NAIC Classification: 423800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ARTHUR A. OLIVER & SON, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-07-01 AMY OLIVER 2024-03-06
002 2021-07-01 AMY OLIVER 2023-01-19
002 2020-07-01 AMY OLIVER 2022-04-07
002 2019-07-01 AMY OLIVER 2021-02-03
002 2018-07-01 AMY OLIVER 2019-10-09
002 2017-07-01 AMY OLIVER 2019-01-29
002 2016-07-01 AMY OLIVER 2018-01-11
002 2015-07-01 AMY OLIVER 2017-01-30
002 2014-07-01 AMY OLIVER 2016-04-15
002 2013-07-01 AMY OLIVER 2015-04-08
002 2012-07-01 AMY OLIVER 2014-01-31
002 2011-07-01 AMY OLIVER AMY OLIVER 2013-02-07
002 2010-07-01 AMY OLIVER
002 2009-07-01 AMY OLIVER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-07-01	AMY OLIVER	2024-03-06
002	2021-07-01	AMY OLIVER	2023-01-19
002	2020-07-01	AMY OLIVER	2022-04-07
002	2019-07-01	AMY OLIVER	2021-02-03
002	2018-07-01	AMY OLIVER	2019-10-09
002	2017-07-01	AMY OLIVER	2019-01-29
002	2016-07-01	AMY OLIVER	2018-01-11
002	2015-07-01	AMY OLIVER	2017-01-30
002	2014-07-01	AMY OLIVER	2016-04-15
002	2013-07-01	AMY OLIVER	2015-04-08
002	2012-07-01	AMY OLIVER	2014-01-31
002	2011-07-01	AMY OLIVER		AMY OLIVER	2013-02-07
002	2010-07-01	AMY OLIVER
002	2009-07-01	AMY OLIVER

Plan Statistics for ARTHUR A. OLIVER & SON, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ARTHUR A. OLIVER & SON, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2011: ARTHUR A. OLIVER & SON, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 23
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 16
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 0
Total of all active and inactive participants 2011-07-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 16
Number of participants with account balances 2011-07-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: ARTHUR A. OLIVER & SON, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 18
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 23
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 0
Total of all active and inactive participants 2010-07-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 23
Number of participants with account balances 2010-07-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: ARTHUR A. OLIVER & SON, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 22
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 20
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 2
Total of all active and inactive participants 2009-07-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 1
Total participants 2009-07-01 23
Number of participants with account balances 2009-07-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2011: ARTHUR A. OLIVER & SON, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	23
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	16
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	0
Total of all active and inactive participants	2011-07-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	16
Number of participants with account balances	2011-07-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: ARTHUR A. OLIVER & SON, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	18
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	23
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	0
Total of all active and inactive participants	2010-07-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	23
Number of participants with account balances	2010-07-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: ARTHUR A. OLIVER & SON, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	22
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	20
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	2
Total of all active and inactive participants	2009-07-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	1
Total participants	2009-07-01	23
Number of participants with account balances	2009-07-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on ARTHUR A. OLIVER & SON, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2012 : ARTHUR A. OLIVER & SON, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-06-30	$67,357
Expenses. Total of all expenses incurred	2012-06-30	$204,796
Benefits paid (including direct rollovers)	2012-06-30	$204,722
Total plan assets at end of year	2012-06-30	$696,874
Total plan assets at beginning of year	2012-06-30	$834,313
Value of fidelity bond covering the plan	2012-06-30	$250,000
Total contributions received or receivable from participants	2012-06-30	$22,952
Expenses. Other expenses not covered elsewhere	2012-06-30	$74
Contributions received from other sources (not participants or employers)	2012-06-30	$0
Other income received	2012-06-30	$44,405
Net income (gross income less expenses)	2012-06-30	$-137,439
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$696,874
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$834,313
Total contributions received or receivable from employer(s)	2012-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2012-06-30	$0
Minimum employer required contribution for this plan year	2012-06-30	$0
Amount contributed by the employer to the plan for this plan year	2012-06-30	$0
2011 : ARTHUR A. OLIVER & SON, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-06-30	$0
Total income from all sources	2011-06-30	$106,022
Expenses. Total of all expenses incurred	2011-06-30	$13,307
Benefits paid (including direct rollovers)	2011-06-30	$12,906
Total plan assets at end of year	2011-06-30	$834,313
Total plan assets at beginning of year	2011-06-30	$741,598
Value of fidelity bond covering the plan	2011-06-30	$250,000
Total contributions received or receivable from participants	2011-06-30	$20,015
Expenses. Other expenses not covered elsewhere	2011-06-30	$70
Contributions received from other sources (not participants or employers)	2011-06-30	$0
Other income received	2011-06-30	$86,007
Net income (gross income less expenses)	2011-06-30	$92,715
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$834,313
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$741,598
Assets. Value of participant loans	2011-06-30	$5,930
Total contributions received or receivable from employer(s)	2011-06-30	$0
Value of certain deemed distributions of participant loans	2011-06-30	$0
Value of corrective distributions	2011-06-30	$331
Funding deficiency by the employer to the plan for this plan year	2011-06-30	$0
Minimum employer required contribution for this plan year	2011-06-30	$0
Amount contributed by the employer to the plan for this plan year	2011-06-30	$0
2010 : ARTHUR A. OLIVER & SON, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-06-30	$0
Total income from all sources	2010-06-30	$54,997
Expenses. Total of all expenses incurred	2010-06-30	$1,348
Benefits paid (including direct rollovers)	2010-06-30	$0
Total plan assets at end of year	2010-06-30	$741,598
Total plan assets at beginning of year	2010-06-30	$687,949
Value of fidelity bond covering the plan	2010-06-30	$250,000
Total contributions received or receivable from participants	2010-06-30	$11,823
Expenses. Other expenses not covered elsewhere	2010-06-30	$78
Contributions received from other sources (not participants or employers)	2010-06-30	$0
Other income received	2010-06-30	$43,174
Net income (gross income less expenses)	2010-06-30	$53,649
Net plan assets at end of year (total assets less liabilities)	2010-06-30	$741,598
Net plan assets at beginning of year (total assets less liabilities)	2010-06-30	$687,949
Assets. Value of participant loans	2010-06-30	$8,381
Total contributions received or receivable from employer(s)	2010-06-30	$0
Value of certain deemed distributions of participant loans	2010-06-30	$0
Value of corrective distributions	2010-06-30	$1,270
Funding deficiency by the employer to the plan for this plan year	2010-06-30	$0
Minimum employer required contribution for this plan year	2010-06-30	$0
Amount contributed by the employer to the plan for this plan year	2010-06-30	$0

Form 5500 Responses for ARTHUR A. OLIVER & SON, INC. 401(K) PROFIT SHARING PLAN

2011: ARTHUR A. OLIVER & SON, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2010: ARTHUR A. OLIVER & SON, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2009: ARTHUR A. OLIVER & SON, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-027535

Policy instance

Insurance contract or identification number	GA-027535
Number of Individuals Covered	16
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $1,397
Total amount of fees paid to insurance company	USD $0
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?	Yes
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

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-027535

Policy instance

Insurance contract or identification number	GA-027535
Number of Individuals Covered	16
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $1,545
Total amount of fees paid to insurance company	USD $0
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?	Yes
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:	ARTHUR A. OLIVER & SON, INC.
Employer identification number (EIN):	560499888
NAIC Classification:	423800