401k Plan data: ATCO PROPERTIES & MANAGEMENT, INC. SAVINGS PLAN plan

ATCO PROPERTIES & MANAGEMENT, INC. SAVINGS PLAN 401k Plan overview

Plan Name	ATCO PROPERTIES & MANAGEMENT, INC. SAVINGS PLAN
Plan identification number	002

ATCO PROPERTIES & MANAGEMENT, INC. SAVINGS 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.
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

ATCO PROPERTIES & MANAGEMENT INC. has sponsored the creation of one or more 401k plans.

Company Name: ATCO PROPERTIES & MANAGEMENT INC.

Employer identification number (EIN): 111980995

NAIC Classification: 531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ATCO PROPERTIES & MANAGEMENT, INC. SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 JAMES RASO 2024-05-21
002 2022-01-01 JAMES RASO 2023-05-30
002 2021-01-01 JAMES RASO 2022-05-10
002 2020-01-01 JAMES RASO 2021-07-14
002 2019-01-01 GARY PURCELL 2020-07-27
002 2018-01-01 GARY PURCELL 2019-10-07
002 2017-01-01 GARY PURCELL 2018-10-12
002 2016-01-01 GARY PURCELL 2017-10-10
002 2015-01-01 GARY PURCELL 2016-10-07
002 2014-01-01 GARY PURCELL 2015-10-06
002 2013-01-01 GARY A. PURCELL 2014-07-30
002 2012-01-01 GARY PURCELL 2013-08-29
002 2011-01-01 GARY PURCELL 2012-07-16
002 2009-01-01 LEN BERNACKE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	JAMES RASO	2024-05-21
002	2022-01-01	JAMES RASO	2023-05-30
002	2021-01-01	JAMES RASO	2022-05-10
002	2020-01-01	JAMES RASO	2021-07-14
002	2019-01-01	GARY PURCELL	2020-07-27
002	2018-01-01	GARY PURCELL	2019-10-07
002	2017-01-01	GARY PURCELL	2018-10-12
002	2016-01-01	GARY PURCELL	2017-10-10
002	2015-01-01	GARY PURCELL	2016-10-07
002	2014-01-01	GARY PURCELL	2015-10-06
002	2013-01-01	GARY A. PURCELL	2014-07-30
002	2012-01-01	GARY PURCELL	2013-08-29
002	2011-01-01	GARY PURCELL	2012-07-16
002	2009-01-01	LEN BERNACKE

Plan Statistics for ATCO PROPERTIES & MANAGEMENT, INC. SAVINGS PLAN

401k plan membership statisitcs for ATCO PROPERTIES & MANAGEMENT, INC. SAVINGS PLAN

Measure Date Value
2009: ATCO PROPERTIES & MANAGEMENT, INC. SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 53
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 14
Total of all active and inactive participants 2009-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 67
Number of participants with account balances 2009-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2009: ATCO PROPERTIES & MANAGEMENT, INC. SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	53
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	14
Total of all active and inactive participants	2009-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	67
Number of participants with account balances	2009-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ATCO PROPERTIES & MANAGEMENT, INC. SAVINGS PLAN

Measure	Date	Value
2010 : ATCO PROPERTIES & MANAGEMENT, INC. SAVINGS PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$784,987
Expenses. Total of all expenses incurred	2010-12-31	$359,169
Benefits paid (including direct rollovers)	2010-12-31	$354,435
Total plan assets at end of year	2010-12-31	$4,175,720
Total plan assets at beginning of year	2010-12-31	$3,749,902
Value of fidelity bond covering the plan	2010-12-31	$850,000
Total contributions received or receivable from participants	2010-12-31	$348,899
Other income received	2010-12-31	$278,098
Net income (gross income less expenses)	2010-12-31	$425,818
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,175,720
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,749,902
Assets. Value of participant loans	2010-12-31	$101,076
Total contributions received or receivable from employer(s)	2010-12-31	$157,990
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$4,734
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : ATCO PROPERTIES & MANAGEMENT, INC. SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for ATCO PROPERTIES & MANAGEMENT, INC. SAVINGS PLAN

2009: ATCO PROPERTIES & MANAGEMENT, INC. SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ATCO PROPERTIES & MANAGEMENT INC.
Employer identification number (EIN):	111980995
NAIC Classification:	531310