401k Plan data: DONALD PALMER CO., INC. 401(K) SAVINGS INCENTIVE PLAN plan

DONALD PALMER CO., INC. 401(K) SAVINGS INCENTIVE PLAN 401k Plan overview

Plan Name	DONALD PALMER CO., INC. 401(K) SAVINGS INCENTIVE PLAN
Plan identification number	003

DONALD PALMER CO., INC. 401(K) SAVINGS INCENTIVE 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.

401k Sponsoring company profile

DONALD PALMER CO., INC. has sponsored the creation of one or more 401k plans.

Company Name: DONALD PALMER CO., INC.

Employer identification number (EIN): 720867092

NAIC Classification: 424990
NAIC Description: Other Miscellaneous Nondurable Goods Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DONALD PALMER CO., INC. 401(K) SAVINGS INCENTIVE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2021-01-01 GEORGE DICKINSON 2022-09-01
003 2020-01-01 GEORGE DICKINSON 2021-09-10
003 2019-07-01 GEORGE DICKINSON 2020-08-20
003 2018-07-01 GEORGE DICKINSON 2020-01-06
003 2017-07-01 DONALD PALMER 2018-11-15
003 2016-07-01 DONALD PALMER 2018-02-02
003 2015-07-01 DONALD PALMER 2017-01-16
003 2014-07-01 DONALD PALMER 2015-11-19
003 2013-07-01 DONALD PALMER 2015-01-26
003 2012-07-01 DONALD PALMER 2013-12-26
003 2011-07-01 DONALD PALMER 2013-04-04
003 2010-07-01 DONALD PALMER
003 2009-07-01 DONALD PALMER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2021-01-01	GEORGE DICKINSON	2022-09-01
003	2020-01-01	GEORGE DICKINSON	2021-09-10
003	2019-07-01	GEORGE DICKINSON	2020-08-20
003	2018-07-01	GEORGE DICKINSON	2020-01-06
003	2017-07-01	DONALD PALMER	2018-11-15
003	2016-07-01	DONALD PALMER	2018-02-02
003	2015-07-01	DONALD PALMER	2017-01-16
003	2014-07-01	DONALD PALMER	2015-11-19
003	2013-07-01	DONALD PALMER	2015-01-26
003	2012-07-01	DONALD PALMER	2013-12-26
003	2011-07-01	DONALD PALMER	2013-04-04
003	2010-07-01	DONALD PALMER
003	2009-07-01	DONALD PALMER

Plan Statistics for DONALD PALMER CO., INC. 401(K) SAVINGS INCENTIVE PLAN

401k plan membership statisitcs for DONALD PALMER CO., INC. 401(K) SAVINGS INCENTIVE PLAN

Measure Date Value
2010: DONALD PALMER CO., INC. 401(K) SAVINGS INCENTIVE PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 4
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 4
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 4
Number of participants with account balances 2010-07-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: DONALD PALMER CO., INC. 401(K) SAVINGS INCENTIVE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 4
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 0
Total of all active and inactive participants 2009-07-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 4
Number of participants with account balances 2009-07-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2010: DONALD PALMER CO., INC. 401(K) SAVINGS INCENTIVE PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	4
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	4
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	4
Number of participants with account balances	2010-07-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: DONALD PALMER CO., INC. 401(K) SAVINGS INCENTIVE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	4
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	0
Total of all active and inactive participants	2009-07-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	4
Number of participants with account balances	2009-07-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on DONALD PALMER CO., INC. 401(K) SAVINGS INCENTIVE PLAN

Measure	Date	Value
2011 : DONALD PALMER CO., INC. 401(K) SAVINGS INCENTIVE PLAN 2011 401k financial data
Transfers to/from the plan	2011-06-30	$0
Total plan liabilities at beginning of year	2011-06-30	$0
Total income from all sources	2011-06-30	$110,750
Expenses. Total of all expenses incurred	2011-06-30	$5,448
Benefits paid (including direct rollovers)	2011-06-30	$5,448
Total plan assets at end of year	2011-06-30	$305,294
Total plan assets at beginning of year	2011-06-30	$199,992
Total contributions received or receivable from participants	2011-06-30	$50,268
Expenses. Other expenses not covered elsewhere	2011-06-30	$0
Contributions received from other sources (not participants or employers)	2011-06-30	$0
Other income received	2011-06-30	$36,909
Noncash contributions received	2011-06-30	$0
Net income (gross income less expenses)	2011-06-30	$105,302
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$305,294
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$199,992
Total contributions received or receivable from employer(s)	2011-06-30	$23,573
Value of certain deemed distributions of participant loans	2011-06-30	$0
Value of corrective distributions	2011-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
2010 : DONALD PALMER CO., INC. 401(K) SAVINGS INCENTIVE PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for DONALD PALMER CO., INC. 401(K) SAVINGS INCENTIVE PLAN

2010: DONALD PALMER CO., INC. 401(K) SAVINGS INCENTIVE 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 – Trust	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: DONALD PALMER CO., INC. 401(K) SAVINGS INCENTIVE 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 – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DONALD PALMER CO., INC.
Employer identification number (EIN):	720867092
NAIC Classification:	424990
NAIC Description:	Other Miscellaneous Nondurable Goods Merchant Wholesalers