401k Plan data: A & E FAMILY CORPORATION 401(K) PLAN plan

A & E FAMILY CORPORATION 401(K) PLAN 401k Plan overview

Plan Name	A & E FAMILY CORPORATION 401(K) PLAN
Plan identification number	001

A & E FAMILY CORPORATION 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

A & E FAMILY CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: A & E FAMILY CORPORATION

Employer identification number (EIN): 814260407

NAIC Classification: 561730
NAIC Description: Landscaping Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan A & E FAMILY CORPORATION 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
001 2021-01-01
001 2020-01-01
001 2018-01-01
001 2018-01-01
001 2017-01-01
001 2016-10-26 ALICIA GUERRERO ALICIA GUERRERO 2017-10-16
001 2016-10-26 ALICIA GUERRERO ALICIA GUERRERO 2018-06-27

Plan Statistics for A & E FAMILY CORPORATION 401(K) PLAN

401k plan membership statisitcs for A & E FAMILY CORPORATION 401(K) PLAN

Measure Date Value
2023: A & E FAMILY CORPORATION 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 7
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 7
Number of participants with account balances 2023-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2021: A & E FAMILY CORPORATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 13
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 13
Number of participants with account balances 2021-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: A & E FAMILY CORPORATION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 11
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 11
Number of participants with account balances 2020-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2018: A & E FAMILY CORPORATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 19
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 19
Number of participants with account balances 2018-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: A & E FAMILY CORPORATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1
Number of participants with account balances 2017-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: A & E FAMILY CORPORATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-26 0
Total number of active participants reported on line 7a of the Form 5500 2016-10-26 1
Number of retired or separated participants receiving benefits 2016-10-26 0
Number of other retired or separated participants entitled to future benefits 2016-10-26 0
Total of all active and inactive participants 2016-10-26 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-10-26 0
Total participants 2016-10-26 1
Number of participants with account balances 2016-10-26 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-26 0

Measure	Date	Value
2023: A & E FAMILY CORPORATION 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	7
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	7
Number of participants with account balances	2023-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2021: A & E FAMILY CORPORATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	13
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	13
Number of participants with account balances	2021-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: A & E FAMILY CORPORATION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	11
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	11
Number of participants with account balances	2020-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2018: A & E FAMILY CORPORATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	19
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	19
Number of participants with account balances	2018-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: A & E FAMILY CORPORATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1
Number of participants with account balances	2017-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: A & E FAMILY CORPORATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-26	0
Total number of active participants reported on line 7a of the Form 5500	2016-10-26	1
Number of retired or separated participants receiving benefits	2016-10-26	0
Number of other retired or separated participants entitled to future benefits	2016-10-26	0
Total of all active and inactive participants	2016-10-26	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-10-26	0
Total participants	2016-10-26	1
Number of participants with account balances	2016-10-26	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-26	0

Financial Data on A & E FAMILY CORPORATION 401(K) PLAN

Measure	Date	Value
2023 : A & E FAMILY CORPORATION 401(K) PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$-148,908
Expenses. Total of all expenses incurred	2023-12-31	$22,106
Benefits paid (including direct rollovers)	2023-12-31	$20,470
Total plan assets at end of year	2023-12-31	$337,775
Total plan assets at beginning of year	2023-12-31	$508,789
Value of fidelity bond covering the plan	2023-12-31	$500,000
Total contributions received or receivable from participants	2023-12-31	$13,716
Expenses. Other expenses not covered elsewhere	2023-12-31	$1,636
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$-162,624
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$-171,014
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$337,775
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$508,789
Assets. Value of employer securities	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$0
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$0
2021 : A & E FAMILY CORPORATION 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$47,738
Expenses. Total of all expenses incurred	2021-12-31	$7,008
Benefits paid (including direct rollovers)	2021-12-31	$5,652
Total plan assets at end of year	2021-12-31	$61,856
Total plan assets at beginning of year	2021-12-31	$21,126
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$27,263
Expenses. Other expenses not covered elsewhere	2021-12-31	$1,356
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$20,475
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$40,730
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$61,856
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$21,126
Assets. Value of participant loans	2021-12-31	$24,672
Assets. Value of employer securities	2021-12-31	$5,036
Total contributions received or receivable from employer(s)	2021-12-31	$0
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : A & E FAMILY CORPORATION 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$-260,891
Expenses. Total of all expenses incurred	2020-12-31	$0
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$21,126
Total plan assets at beginning of year	2020-12-31	$282,017
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$14,972
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$-275,863
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$-260,891
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$21,126
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$282,017
Assets. Value of employer securities	2020-12-31	$6,154
Total contributions received or receivable from employer(s)	2020-12-31	$0
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
2018 : A & E FAMILY CORPORATION 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-100,024
Expenses. Total of all expenses incurred	2018-12-31	$0
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$84,015
Total plan assets at beginning of year	2018-12-31	$184,039
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$17,117
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-117,141
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-100,024
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$84,015
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$184,039
Assets. Value of participant loans	2018-12-31	$41,649
Assets. Value of employer securities	2018-12-31	$66,899
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
2016 : A & E FAMILY CORPORATION 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$102,309
Expenses. Total of all expenses incurred	2016-12-31	$0
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$102,309
Total plan assets at beginning of year	2016-12-31	$0
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$211,240
Other income received	2016-12-31	$-108,931
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$102,309
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$102,309
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$0
Assets. Value of employer securities	2016-12-31	$102,309
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0

Form 5500 Responses for A & E FAMILY CORPORATION 401(K) PLAN

2023: A & E FAMILY CORPORATION 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2021: A & E FAMILY CORPORATION 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: A & E FAMILY CORPORATION 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2018: A & E FAMILY CORPORATION 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: A & E FAMILY CORPORATION 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: A & E FAMILY CORPORATION 401(K) PLAN 2016 form 5500 responses
2016-10-26	Type of plan entity	Single employer plan
2016-10-26	First time form 5500 has been submitted	Yes
2016-10-26	Submission has been amended	No
2016-10-26	This submission is the final filing	No
2016-10-26	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-10-26	Plan is a collectively bargained plan	No
2016-10-26	Plan funding arrangement – Trust	Yes
2016-10-26	Plan benefit arrangement - Trust	Yes

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Company Name:	A & E FAMILY CORPORATION
Employer identification number (EIN):	814260407
NAIC Classification:	561730
NAIC Description:	Landscaping Services