401k Plan data: H. M. VREELAND 401(K)/PROFIT SHARING PLAN plan

H. M. VREELAND 401(K)/PROFIT SHARING PLAN 401k Plan overview

Plan Name	H. M. VREELAND 401(K)/PROFIT SHARING PLAN
Plan identification number	001

H. M. VREELAND 401(K)/PROFIT SHARING 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.
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

H. M. VREELAND & SONS has sponsored the creation of one or more 401k plans.

Company Name: H. M. VREELAND & SONS

Employer identification number (EIN): 680156279

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan H. M. VREELAND 401(K)/PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 PAUL D. FAZZIO 2024-05-20
001 2022-01-01 PAUL D. FAZZIO 2023-06-08
001 2021-01-01 PAUL D. FAZZIO 2022-06-22
001 2020-01-01 PAUL D. FAZZIO 2021-04-15
001 2019-01-01 PAUL D. FAZZIO 2020-05-18
001 2018-01-01 DAVID CARTER 2019-06-25
001 2017-01-01 DAVID CARTER 2018-07-17
001 2016-01-01 DAVID CARTER 2017-02-15
001 2015-01-01
001 2014-01-01 DAVID CARTER 2015-05-21
001 2013-01-01 DAVID CARTER 2014-07-16
001 2012-01-01 DAVID CARTER 2013-04-16 DAVID CARTER 2013-04-16
001 2011-01-01 DAVID CARTER 2012-04-02 DAVID CARTER 2012-04-02
001 2010-01-01 DAVID CARTER 2011-07-22 DAVID CARTER 2011-07-22
001 2009-01-01 DAVID CARTER 2010-05-26
001 2009-01-01 DAVID CARTER DAVID CARTER 2010-05-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	PAUL D. FAZZIO	2024-05-20
001	2022-01-01	PAUL D. FAZZIO	2023-06-08
001	2021-01-01	PAUL D. FAZZIO	2022-06-22
001	2020-01-01	PAUL D. FAZZIO	2021-04-15
001	2019-01-01	PAUL D. FAZZIO	2020-05-18
001	2018-01-01	DAVID CARTER	2019-06-25
001	2017-01-01	DAVID CARTER	2018-07-17
001	2016-01-01	DAVID CARTER	2017-02-15
001	2015-01-01
001	2014-01-01	DAVID CARTER	2015-05-21
001	2013-01-01	DAVID CARTER	2014-07-16
001	2012-01-01	DAVID CARTER	2013-04-16	DAVID CARTER	2013-04-16
001	2011-01-01	DAVID CARTER	2012-04-02	DAVID CARTER	2012-04-02
001	2010-01-01	DAVID CARTER	2011-07-22	DAVID CARTER	2011-07-22
001	2009-01-01			DAVID CARTER	2010-05-26
001	2009-01-01	DAVID CARTER		DAVID CARTER	2010-05-26

Plan Statistics for H. M. VREELAND 401(K)/PROFIT SHARING PLAN

401k plan membership statisitcs for H. M. VREELAND 401(K)/PROFIT SHARING PLAN

Measure Date Value
2009: H. M. VREELAND 401(K)/PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2009: H. M. VREELAND 401(K)/PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Form 5500 Responses for H. M. VREELAND 401(K)/PROFIT SHARING PLAN

2009: H. M. VREELAND 401(K)/PROFIT SHARING PLAN 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:	H. M. VREELAND & SONS
Employer identification number (EIN):	680156279
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages