401k Plan data: HAKANSON ANDERSON ASSOCIATES, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN AND TRUST plan

HAKANSON ANDERSON ASSOCIATES, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN AND TRUST 401k Plan overview

Plan Name	HAKANSON ANDERSON ASSOCIATES, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN AND TRUST
Plan identification number	001

HAKANSON ANDERSON ASSOCIATES, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN AND TRUST 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

HAKANSON ANDERSON ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: HAKANSON ANDERSON ASSOCIATES, INC.

Employer identification number (EIN): 411356520

NAIC Classification: 541330
NAIC Description: Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HAKANSON ANDERSON ASSOCIATES, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 RON WAGNER 2024-07-24
001 2022-01-01 RON WAGNER 2023-07-24 RON WAGNER 2023-07-24
001 2021-01-01 RON WAGNER 2022-09-29 RON WAGNER 2022-09-29
001 2020-01-01 RON WAGNER 2021-10-12 RON WAGNER 2021-10-12
001 2019-01-01 RON WAGNER 2020-10-15
001 2018-01-01 RON WAGNER 2019-10-14 RON WAGNER 2019-10-14
001 2018-01-01 RON WAGNER 2019-10-15 RON WAGNER 2019-10-15
001 2018-01-01 RON WAGNER 2019-10-15 RON WAGNER 2019-10-15
001 2017-01-01 RON WAGNER 2018-07-19 RON WAGNER 2018-07-19
001 2016-01-01 RON WAGNER 2017-07-14 RON WAGNER 2017-07-14
001 2015-01-01 RON WAGNER 2016-07-29
001 2014-01-01 RON WAGNER 2015-07-27 RON WAGNER 2015-07-27
001 2013-01-01 RON WAGNER 2014-07-14 RON WAGNER 2014-07-14
001 2012-01-01 RON WAGNER 2013-07-22 RON WAGNER 2013-07-22
001 2011-01-01 RON J. WAGNER 2012-09-17 RON J. WAGNER 2012-09-17
001 2010-01-01 RON J. WAGNER 2011-06-30 RON J. WAGNER 2011-06-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	RON WAGNER	2024-07-24
001	2022-01-01	RON WAGNER	2023-07-24	RON WAGNER	2023-07-24
001	2021-01-01	RON WAGNER	2022-09-29	RON WAGNER	2022-09-29
001	2020-01-01	RON WAGNER	2021-10-12	RON WAGNER	2021-10-12
001	2019-01-01	RON WAGNER	2020-10-15
001	2018-01-01	RON WAGNER	2019-10-14	RON WAGNER	2019-10-14
001	2018-01-01	RON WAGNER	2019-10-15	RON WAGNER	2019-10-15
001	2018-01-01	RON WAGNER	2019-10-15	RON WAGNER	2019-10-15
001	2017-01-01	RON WAGNER	2018-07-19	RON WAGNER	2018-07-19
001	2016-01-01	RON WAGNER	2017-07-14	RON WAGNER	2017-07-14
001	2015-01-01	RON WAGNER	2016-07-29
001	2014-01-01	RON WAGNER	2015-07-27	RON WAGNER	2015-07-27
001	2013-01-01	RON WAGNER	2014-07-14	RON WAGNER	2014-07-14
001	2012-01-01	RON WAGNER	2013-07-22	RON WAGNER	2013-07-22
001	2011-01-01	RON J. WAGNER	2012-09-17	RON J. WAGNER	2012-09-17
001	2010-01-01	RON J. WAGNER	2011-06-30	RON J. WAGNER	2011-06-30

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Company Name:	HAKANSON ANDERSON ASSOCIATES, INC.
Employer identification number (EIN):	411356520
NAIC Classification:	541330
NAIC Description:	Engineering Services