401k Plan data: SANTMYER COMPANIES, INC. 401(K) PROFIT SHARING PLAN plan

SANTMYER COMPANIES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	SANTMYER COMPANIES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

SANTMYER COMPANIES, 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

SANTMYER COMPANIES, INC. has sponsored the creation of one or more 401k plans.

Company Name: SANTMYER COMPANIES, INC.

Employer identification number (EIN): 832686509

NAIC Classification: 424700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SANTMYER COMPANIES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 LISA HORNE 2021-10-12
001 2019-01-01 LISA HORNE 2020-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01	LISA HORNE	2021-10-12
001	2019-01-01	LISA HORNE	2020-10-13

Plan Statistics for SANTMYER COMPANIES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SANTMYER COMPANIES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2020: SANTMYER COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 220
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 143
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 34
Total of all active and inactive participants 2020-01-01 177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 177
Number of participants with account balances 2020-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: SANTMYER COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 180
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 147
Number of retired or separated participants receiving benefits 2019-01-01 4
Number of other retired or separated participants entitled to future benefits 2019-01-01 43
Total of all active and inactive participants 2019-01-01 194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 194
Number of participants with account balances 2019-01-01 164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2020: SANTMYER COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	220
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	143
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	34
Total of all active and inactive participants	2020-01-01	177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	177
Number of participants with account balances	2020-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: SANTMYER COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	180
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	147
Number of retired or separated participants receiving benefits	2019-01-01	4
Number of other retired or separated participants entitled to future benefits	2019-01-01	43
Total of all active and inactive participants	2019-01-01	194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	194
Number of participants with account balances	2019-01-01	164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on SANTMYER COMPANIES, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2020 : SANTMYER COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,327,963
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$322,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$281,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$643,819
Value of total assets at end of year	2020-12-31	$5,562,410
Value of total assets at beginning of year	2020-12-31	$4,556,492
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$40,928
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$300,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$391,820
Participant contributions at end of year	2020-12-31	$17,811
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$31,043
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,005,918
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,562,410
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,556,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$5,187,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,135,971
Value of interest in common/collective trusts at end of year	2020-12-31	$0
Value of interest in common/collective trusts at beginning of year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$347,106
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$419,621
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$419,621
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$684,144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$220,956
Employer contributions (assets) at end of year	2020-12-31	$9,630
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$281,117
Contract administrator fees	2020-12-31	$40,928
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	COHEN & COMPANY
Accountancy firm EIN	2020-12-31	341912961
2019 : SANTMYER COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$18,109
Total income from all sources (including contributions)	2019-12-31	$1,562,977
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$203,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$172,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$848,794
Value of total assets at end of year	2019-12-31	$4,556,492
Value of total assets at beginning of year	2019-12-31	$3,214,870
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$30,823
Total interest from all sources	2019-12-31	$1,581
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$61,380
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$61,380
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$300,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$417,232
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$179,188
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$18,109
Total non interest bearing cash at end of year	2019-12-31	$900
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,359,731
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,556,492
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,196,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,135,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,812,709
Value of interest in common/collective trusts at end of year	2019-12-31	$0
Value of interest in common/collective trusts at beginning of year	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$419,621
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$402,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$402,161
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$1,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$651,222
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$252,374
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$172,423
Contract administrator fees	2019-12-31	$30,823
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	COHEN & COMPANY
Accountancy firm EIN	2019-12-31	341912961

Form 5500 Responses for SANTMYER COMPANIES, INC. 401(K) PROFIT SHARING PLAN

2020: SANTMYER COMPANIES, INC. 401(K) PROFIT SHARING 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
2019: SANTMYER COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

SANTMYER COMPANIES, INC. 401(K) PROFIT SHARING PLAN [EIN = 341403337]

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Company Name:	SANTMYER COMPANIES, INC.
Employer identification number (EIN):	832686509
NAIC Classification:	424700