401k Plan data: VAN METER, ASHBROOK & ASSOCIATES 401(K) plan

VAN METER, ASHBROOK & ASSOCIATES 401(K) 401k Plan overview

Plan Name	VAN METER, ASHBROOK & ASSOCIATES 401(K)
Plan identification number	001

VAN METER, ASHBROOK & ASSOCIATES 401(K) 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.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

VAN METER ASHBROOK & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: VAN METER ASHBROOK & ASSOCIATES

Employer identification number (EIN): 311050123

NAIC Classification: 541190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VAN METER, ASHBROOK & ASSOCIATES 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 ANTHONY WARREN 2024-08-20
001 2022-01-01 BEN KAISER 2024-05-14
001 2021-01-01 ANTHONY WARREN 2022-10-17
001 2020-01-01 ADAM WARREN 2021-10-14
001 2011-01-01 ROBERT F. KLAFFKY 2012-06-04 ROBERT F. KLAFFKY 2012-06-04
001 2010-01-01 ROBERT KLAFFKY 2011-05-09 ROBERT KLAFFKY 2011-05-09
001 2007-01-01 ROBERT KLAFFKY 2010-05-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	ANTHONY WARREN	2024-08-20
001	2022-01-01	BEN KAISER	2024-05-14
001	2021-01-01	ANTHONY WARREN	2022-10-17
001	2020-01-01	ADAM WARREN	2021-10-14
001	2011-01-01	ROBERT F. KLAFFKY	2012-06-04	ROBERT F. KLAFFKY	2012-06-04
001	2010-01-01	ROBERT KLAFFKY	2011-05-09	ROBERT KLAFFKY	2011-05-09
001	2007-01-01			ROBERT KLAFFKY	2010-05-17

Plan Statistics for VAN METER, ASHBROOK & ASSOCIATES 401(K)

401k plan membership statisitcs for VAN METER, ASHBROOK & ASSOCIATES 401(K)

Measure Date Value
2007: VAN METER, ASHBROOK & ASSOCIATES 401(K) 2007 401k membership
Total participants, beginning-of-year 2007-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 5
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 0
Total of all active and inactive participants 2007-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 5
Number of participants with account balances 2007-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0

Measure	Date	Value
2007: VAN METER, ASHBROOK & ASSOCIATES 401(K) 2007 401k membership
Total participants, beginning-of-year	2007-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	5
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	0
Total of all active and inactive participants	2007-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	5
Number of participants with account balances	2007-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0

Form 5500 Responses for VAN METER, ASHBROOK & ASSOCIATES 401(K)

2007: VAN METER, ASHBROOK & ASSOCIATES 401(K) 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	Yes
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

VAN METER, INC. EMPLOYEE BENEFITS PLAN [EIN = 421448821]

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Company Name:	VAN METER ASHBROOK & ASSOCIATES
Employer identification number (EIN):	311050123
NAIC Classification:	541190