401k Plan data: ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN plan

ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN 401k Plan overview

Plan Name	ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN
Plan identification number	003

ALVIN HOLLIS & COMPANY, INC. RETIREMENT 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.
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.
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

ALVIN HOLLIS & COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name: ALVIN HOLLIS & COMPANY, INC.

Employer identification number (EIN): 042048871

NAIC Classification: 454310
NAIC Description: Fuel Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01 CARLTON SANDS JR
003 2017-01-01 JAMES BICKNELL
003 2016-01-01 WENDY BENOIT
003 2015-01-01 WENDY BENOIT
003 2014-01-01 CARLTON SANDS JR
003 2013-01-01 WENDY BENOIT
003 2012-01-01 J LEONARD BICKNELL J LEONARD BICKNELL 2013-10-10
003 2011-01-01 JLEONARD BICKNELL 2012-01-23 JLEONARD BICKNELL 2012-01-23
003 2010-01-01 JLEONARD BICKNELL 2011-09-15 JLEONARD BICKNELL 2011-09-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01
003	2022-01-01
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01	CARLTON SANDS JR
003	2017-01-01	JAMES BICKNELL
003	2016-01-01	WENDY BENOIT
003	2015-01-01	WENDY BENOIT
003	2014-01-01	CARLTON SANDS JR
003	2013-01-01	WENDY BENOIT
003	2012-01-01	J LEONARD BICKNELL		J LEONARD BICKNELL	2013-10-10
003	2011-01-01	JLEONARD BICKNELL	2012-01-23	JLEONARD BICKNELL	2012-01-23
003	2010-01-01	JLEONARD BICKNELL	2011-09-15	JLEONARD BICKNELL	2011-09-15

Plan Statistics for ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN

401k plan membership statisitcs for ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN

Measure Date Value
2023: ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 48
Number of retired or separated participants receiving benefits 2023-01-01 3
Number of other retired or separated participants entitled to future benefits 2023-01-01 15
Total of all active and inactive participants 2023-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 66
Number of participants with account balances 2023-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 49
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 16
Total of all active and inactive participants 2022-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 67
Number of participants with account balances 2022-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 71
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 51
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 14
Total of all active and inactive participants 2021-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 67
Number of participants with account balances 2021-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2
2020: ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 73
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 58
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 13
Total of all active and inactive participants 2020-01-01 71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 71
Number of participants with account balances 2020-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 59
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 11
Total of all active and inactive participants 2019-01-01 73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 73
Number of participants with account balances 2019-01-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 71
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 55
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 13
Total of all active and inactive participants 2018-01-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 70
Number of participants with account balances 2018-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 55
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 14
Total of all active and inactive participants 2017-01-01 71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 71
Number of participants with account balances 2017-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 57
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 8
Total of all active and inactive participants 2016-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 67
Number of participants with account balances 2016-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 62
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 6
Total of all active and inactive participants 2015-01-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 70
Number of participants with account balances 2015-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 62
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 6
Total of all active and inactive participants 2014-01-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 70
Number of participants with account balances 2014-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 55
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 5
Total of all active and inactive participants 2013-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 62
Number of participants with account balances 2013-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 60
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 5
Total of all active and inactive participants 2012-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 66
Number of participants with account balances 2012-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2023: ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	48
Number of retired or separated participants receiving benefits	2023-01-01	3
Number of other retired or separated participants entitled to future benefits	2023-01-01	15
Total of all active and inactive participants	2023-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	66
Number of participants with account balances	2023-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	49
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	16
Total of all active and inactive participants	2022-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	67
Number of participants with account balances	2022-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	71
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	51
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	14
Total of all active and inactive participants	2021-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	67
Number of participants with account balances	2021-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2
2020: ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	73
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	58
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	13
Total of all active and inactive participants	2020-01-01	71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	71
Number of participants with account balances	2020-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	59
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	11
Total of all active and inactive participants	2019-01-01	73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	73
Number of participants with account balances	2019-01-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	71
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	55
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	13
Total of all active and inactive participants	2018-01-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	70
Number of participants with account balances	2018-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	55
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	14
Total of all active and inactive participants	2017-01-01	71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	71
Number of participants with account balances	2017-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	57
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	8
Total of all active and inactive participants	2016-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	67
Number of participants with account balances	2016-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	62
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	6
Total of all active and inactive participants	2015-01-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	70
Number of participants with account balances	2015-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	62
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	6
Total of all active and inactive participants	2014-01-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	70
Number of participants with account balances	2014-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	55
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	5
Total of all active and inactive participants	2013-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	62
Number of participants with account balances	2013-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	60
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	5
Total of all active and inactive participants	2012-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	66
Number of participants with account balances	2012-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN

Measure	Date	Value
2023 : ALVIN HOLLIS & COMPANY, INC. RETIREMENT 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	$3,502,475
Expenses. Total of all expenses incurred	2023-12-31	$1,514,376
Benefits paid (including direct rollovers)	2023-12-31	$1,513,132
Total plan assets at end of year	2023-12-31	$18,826,268
Total plan assets at beginning of year	2023-12-31	$16,838,169
Value of fidelity bond covering the plan	2023-12-31	$500,000
Assets. Value of tangible personal property	2023-12-31	$0
Total contributions received or receivable from participants	2023-12-31	$252,034
Assets. Value of loans (other than to participants)	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$2,802,750
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$1,988,099
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$18,826,268
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$16,838,169
Assets. Value of participant loans	2023-12-31	$153,729
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$0
Assets. Value of real-estate (other than employer real property)	2023-12-31	$0
Assets. Value of employer securities	2023-12-31	$0
Assets. Value of employer real property	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$447,691
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	$1,244
2022 : ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-3,015,673
Expenses. Total of all expenses incurred	2022-12-31	$1,123,309
Benefits paid (including direct rollovers)	2022-12-31	$1,121,853
Total plan assets at end of year	2022-12-31	$16,838,169
Total plan assets at beginning of year	2022-12-31	$20,977,151
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$260,677
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-3,710,485
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-4,138,982
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$16,838,169
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$20,977,151
Assets. Value of participant loans	2022-12-31	$173,819
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$434,135
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$1,456
2021 : ALVIN HOLLIS & COMPANY, INC. RETIREMENT 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	$3,501,361
Expenses. Total of all expenses incurred	2021-12-31	$793,397
Benefits paid (including direct rollovers)	2021-12-31	$790,620
Total plan assets at end of year	2021-12-31	$20,977,151
Total plan assets at beginning of year	2021-12-31	$18,269,187
Value of fidelity bond covering the plan	2021-12-31	$500,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$294,513
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$2,415,371
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$2,707,964
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$20,977,151
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$18,269,187
Assets. Value of participant loans	2021-12-31	$197,063
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$791,477
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	$2,777
2020 : ALVIN HOLLIS & COMPANY, INC. RETIREMENT 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	$3,405,080
Expenses. Total of all expenses incurred	2020-12-31	$871,707
Benefits paid (including direct rollovers)	2020-12-31	$870,507
Total plan assets at end of year	2020-12-31	$18,269,187
Total plan assets at beginning of year	2020-12-31	$15,735,814
Value of fidelity bond covering the plan	2020-12-31	$500,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$288,007
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$165,765
Other income received	2020-12-31	$2,490,817
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$2,533,373
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$18,269,187
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$15,735,814
Assets. Value of participant loans	2020-12-31	$230,712
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$460,491
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	$1,200
2019 : ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$3,558,121
Expenses. Total of all expenses incurred	2019-12-31	$493,008
Benefits paid (including direct rollovers)	2019-12-31	$491,914
Total plan assets at end of year	2019-12-31	$15,735,814
Total plan assets at beginning of year	2019-12-31	$12,670,701
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$289,626
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$2,826,916
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$3,065,113
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$15,735,814
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$12,670,701
Assets. Value of participant loans	2019-12-31	$162,056
Total contributions received or receivable from employer(s)	2019-12-31	$441,579
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$1,094
2018 : ALVIN HOLLIS & COMPANY, INC. RETIREMENT 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	$30,713
Expenses. Total of all expenses incurred	2018-12-31	$2,426,549
Benefits paid (including direct rollovers)	2018-12-31	$2,425,230
Total plan assets at end of year	2018-12-31	$12,670,701
Total plan assets at beginning of year	2018-12-31	$15,066,537
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$268,462
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	$-762,220
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-2,395,836
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$12,670,701
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$15,066,537
Assets. Value of participant loans	2018-12-31	$166,782
Total contributions received or receivable from employer(s)	2018-12-31	$524,471
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	$1,319
2017 : ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$2,858,239
Expenses. Total of all expenses incurred	2017-12-31	$161,666
Benefits paid (including direct rollovers)	2017-12-31	$160,522
Total plan assets at end of year	2017-12-31	$15,066,537
Total plan assets at beginning of year	2017-12-31	$12,369,964
Value of fidelity bond covering the plan	2017-12-31	$500,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$292,951
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$85,119
Other income received	2017-12-31	$2,043,744
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$2,696,573
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$15,066,537
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$12,369,964
Assets. Value of participant loans	2017-12-31	$159,784
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$436,425
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$1,144
2016 : ALVIN HOLLIS & COMPANY, INC. RETIREMENT 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	$1,647,137
Expenses. Total of all expenses incurred	2016-12-31	$1,085,779
Benefits paid (including direct rollovers)	2016-12-31	$1,084,685
Total plan assets at end of year	2016-12-31	$12,369,964
Total plan assets at beginning of year	2016-12-31	$11,808,606
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$269,559
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$884,182
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$561,358
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$12,369,964
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$11,808,606
Assets. Value of participant loans	2016-12-31	$203,517
Total contributions received or receivable from employer(s)	2016-12-31	$493,396
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	$1,094
2015 : ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$708,887
Expenses. Total of all expenses incurred	2015-12-31	$635,455
Benefits paid (including direct rollovers)	2015-12-31	$633,749
Total plan assets at end of year	2015-12-31	$11,808,606
Total plan assets at beginning of year	2015-12-31	$11,735,174
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$291,790
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-145,160
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$73,432
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$11,808,606
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$11,735,174
Assets. Value of participant loans	2015-12-31	$291,223
Total contributions received or receivable from employer(s)	2015-12-31	$562,257
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$1,706
2014 : ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$202,831
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$1,255,265
Expenses. Total of all expenses incurred	2014-12-31	$1,116,198
Benefits paid (including direct rollovers)	2014-12-31	$1,114,537
Total plan assets at end of year	2014-12-31	$11,735,174
Total plan assets at beginning of year	2014-12-31	$11,393,276
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$256,965
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$492,004
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$139,067
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$11,735,174
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$11,393,276
Assets. Value of participant loans	2014-12-31	$242,734
Total contributions received or receivable from employer(s)	2014-12-31	$506,296
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,661
2013 : ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$229,571
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$2,013,380
Expenses. Total of all expenses incurred	2013-12-31	$2,251,239
Benefits paid (including direct rollovers)	2013-12-31	$2,249,756
Total plan assets at end of year	2013-12-31	$11,393,276
Total plan assets at beginning of year	2013-12-31	$11,401,564
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$252,657
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$1,263,289
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-237,859
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$11,393,276
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$11,401,564
Assets. Value of participant loans	2013-12-31	$191,037
Total contributions received or receivable from employer(s)	2013-12-31	$497,434
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,483
2012 : ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,554,706
Expenses. Total of all expenses incurred	2012-12-31	$2,135,528
Benefits paid (including direct rollovers)	2012-12-31	$2,133,411
Total plan assets at end of year	2012-12-31	$11,401,564
Total plan assets at beginning of year	2012-12-31	$11,982,386
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$252,064
Other income received	2012-12-31	$905,630
Net income (gross income less expenses)	2012-12-31	$-580,822
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$11,401,564
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$11,982,386
Assets. Value of participant loans	2012-12-31	$173,149
Total contributions received or receivable from employer(s)	2012-12-31	$397,012
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$2,117
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN

2023: ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	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
2022: ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	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: ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	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: ALVIN HOLLIS & COMPANY, INC. RETIREMENT 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
2018: ALVIN HOLLIS & COMPANY, INC. RETIREMENT 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: ALVIN HOLLIS & COMPANY, INC. RETIREMENT 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	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ALVIN HOLLIS & COMPANY, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

405339

Policy instance

Insurance contract or identification number	405339
Number of Individuals Covered	63
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $350
Total amount of fees paid to insurance company	USD $12
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
Commission paid to Insurance Broker	USD $175
Amount paid for insurance broker fees	6
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	PRINCIPE, JOSEPH W.

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

405339

Policy instance

Insurance contract or identification number	405339
Number of Individuals Covered	63
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $348
Total amount of fees paid to insurance company	USD $12
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
Commission paid to Insurance Broker	USD $174
Amount paid for insurance broker fees	6
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	PRINCIPE, JOSEPH W.

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

405339

Policy instance

Insurance contract or identification number	405339
Number of Individuals Covered	8
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $709
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $285
Insurance broker organization code?	3
Insurance broker name	PRINCE, JOSEPH W.

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

405339

Policy instance

Insurance contract or identification number	405339
Number of Individuals Covered	14
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $7,500
Total amount of fees paid to insurance company	USD $2,134
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,500
Amount paid for insurance broker fees	2134
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE AND PRORATE INCENTIVE NOT DEDUCTED FROM THE PLAN
Insurance broker organization code?	3
Insurance broker name	WILLIAM DIXON

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Company Name:	ALVIN HOLLIS & COMPANY, INC.
Employer identification number (EIN):	042048871
NAIC Classification:	454310
NAIC Description:	Fuel Dealers