Logo

ALLEN MILLWORK CO 401(K) PLAN 401k Plan overview

Plan NameALLEN MILLWORK CO 401(K) PLAN
Plan identification number 006

ALLEN MILLWORK CO 401(K) PLAN Benefits

401k Plan TypeDefined 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

ALLEN MILLWORK CO. has sponsored the creation of one or more 401k plans.

Company Name:ALLEN MILLWORK CO.
Employer identification number (EIN):480829372
NAIC Classification:337000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLEN MILLWORK CO 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062022-01-01
0062021-01-01
0062020-01-01
0062019-01-01
0062018-01-01
0062017-01-01
0062016-01-01
0062015-01-01
0062014-01-01
0062013-01-01
0062012-01-01PAT CLARK2013-07-30
0062011-01-01PAT CLARK2012-07-20
0062010-01-01PAT CLARK2011-07-08
0062004-01-01PAT CLARK
0062003-01-01PAT CLARK
0062002-01-01PAT CLARK

Plan Statistics for ALLEN MILLWORK CO 401(K) PLAN

401k plan membership statisitcs for ALLEN MILLWORK CO 401(K) PLAN

Measure Date Value
2004: ALLEN MILLWORK CO 401(K) PLAN 2004 401k membership
Total participants, beginning-of-year2004-01-015
Total number of active participants reported on line 7a of the Form 55002004-01-014
Number of other retired or separated participants entitled to future benefits2004-01-010
Total of all active and inactive participants2004-01-014
Total participants2004-01-014
Number of participants with account balances2004-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2004-01-010
2003: ALLEN MILLWORK CO 401(K) PLAN 2003 401k membership
Total participants, beginning-of-year2003-01-015
Total number of active participants reported on line 7a of the Form 55002003-01-015
Total of all active and inactive participants2003-01-015
Total participants2003-01-015
Number of participants with account balances2003-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2003-01-010
2002: ALLEN MILLWORK CO 401(K) PLAN 2002 401k membership
Total participants, beginning-of-year2002-01-015
Total number of active participants reported on line 7a of the Form 55002002-01-015
Total of all active and inactive participants2002-01-015
Total participants2002-01-015
Number of participants with account balances2002-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2002-01-010

Financial Data on ALLEN MILLWORK CO 401(K) PLAN

Measure Date Value
2007 : ALLEN MILLWORK CO 401(K) PLAN 2007 401k financial data
Total plan liabilities at beginning of year2007-12-31$0
Total income from all sources2007-12-31$24,909
Expenses. Total of all expenses incurred2007-12-31$63,793
Benefits paid (including direct rollovers)2007-12-31$63,709
Total plan assets at end of year2007-12-31$131,338
Total plan assets at beginning of year2007-12-31$170,222
Value of fidelity bond covering the plan2007-12-31$25,000
Total contributions received or receivable from participants2007-12-31$11,135
Expenses. Other expenses not covered elsewhere2007-12-31$84
Other income received2007-12-31$10,387
Net income (gross income less expenses)2007-12-31$-38,884
Net plan assets at end of year (total assets less liabilities)2007-12-31$131,338
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$170,222
Assets. Value of participant loans2007-12-31$665
Total contributions received or receivable from employer(s)2007-12-31$3,387
2006 : ALLEN MILLWORK CO 401(K) PLAN 2006 401k financial data
Total plan liabilities at beginning of year2006-12-31$0
Total income from all sources2006-12-31$32,166
Expenses. Total of all expenses incurred2006-12-31$84
Total plan assets at end of year2006-12-31$170,222
Total plan assets at beginning of year2006-12-31$138,140
Value of fidelity bond covering the plan2006-12-31$25,000
Total contributions received or receivable from participants2006-12-31$13,841
Expenses. Other expenses not covered elsewhere2006-12-31$84
Other income received2006-12-31$13,848
Net income (gross income less expenses)2006-12-31$32,082
Net plan assets at end of year (total assets less liabilities)2006-12-31$170,222
Net plan assets at beginning of year (total assets less liabilities)2006-12-31$138,140
Assets. Value of participant loans2006-12-31$1,392
Total contributions received or receivable from employer(s)2006-12-31$4,477
2005 : ALLEN MILLWORK CO 401(K) PLAN 2005 401k financial data
Total plan liabilities at beginning of year2005-12-31$0
Total income from all sources2005-12-31$25,131
Expenses. Total of all expenses incurred2005-12-31$84
Total plan assets at end of year2005-12-31$138,140
Total plan assets at beginning of year2005-12-31$113,093
Value of fidelity bond covering the plan2005-12-31$25,000
Total contributions received or receivable from participants2005-12-31$13,130
Expenses. Other expenses not covered elsewhere2005-12-31$84
Other income received2005-12-31$7,957
Net income (gross income less expenses)2005-12-31$25,047
Net plan assets at end of year (total assets less liabilities)2005-12-31$138,140
Net plan assets at beginning of year (total assets less liabilities)2005-12-31$113,093
Assets. Value of participant loans2005-12-31$1,986
Total contributions received or receivable from employer(s)2005-12-31$4,044
2004 : ALLEN MILLWORK CO 401(K) PLAN 2004 401k financial data
Total plan liabilities at beginning of year2004-12-31$0
Total income from all sources2004-12-31$30,126
Expenses. Total of all expenses incurred2004-12-31$25,449
Benefits paid (including direct rollovers)2004-12-31$25,357
Total plan assets at end of year2004-12-31$113,093
Total plan assets at beginning of year2004-12-31$108,416
Value of fidelity bond covering the plan2004-12-31$25,000
Total contributions received or receivable from participants2004-12-31$14,271
Expenses. Other expenses not covered elsewhere2004-12-31$92
Other income received2004-12-31$11,299
Net income (gross income less expenses)2004-12-31$4,677
Net plan assets at end of year (total assets less liabilities)2004-12-31$113,093
Net plan assets at beginning of year (total assets less liabilities)2004-12-31$108,416
Assets. Value of participant loans2004-12-31$2,504
Total contributions received or receivable from employer(s)2004-12-31$4,556
2003 : ALLEN MILLWORK CO 401(K) PLAN 2003 401k financial data
Total plan liabilities at beginning of year2003-12-31$0
Total income from all sources2003-12-31$42,854
Expenses. Total of all expenses incurred2003-12-31$92
Benefits paid (including direct rollovers)2003-12-31$0
Total plan assets at end of year2003-12-31$108,416
Total plan assets at beginning of year2003-12-31$65,654
Value of fidelity bond covering the plan2003-12-31$25,000
Total contributions received or receivable from participants2003-12-31$14,318
Expenses. Other expenses not covered elsewhere2003-12-31$92
Other income received2003-12-31$24,383
Net income (gross income less expenses)2003-12-31$42,762
Net plan assets at end of year (total assets less liabilities)2003-12-31$108,416
Net plan assets at beginning of year (total assets less liabilities)2003-12-31$65,654
Total contributions received or receivable from employer(s)2003-12-31$4,153
2002 : ALLEN MILLWORK CO 401(K) PLAN 2002 401k financial data
Total plan liabilities at beginning of year2002-12-31$0
Total income from all sources2002-12-31$130
Expenses. Total of all expenses incurred2002-12-31$136
Benefits paid (including direct rollovers)2002-12-31$0
Total plan assets at end of year2002-12-31$65,654
Total plan assets at beginning of year2002-12-31$65,660
Value of fidelity bond covering the plan2002-12-31$25,000
Total contributions received or receivable from participants2002-12-31$13,906
Expenses. Other expenses not covered elsewhere2002-12-31$136
Other income received2002-12-31$-17,767
Net income (gross income less expenses)2002-12-31$-6
Net plan assets at end of year (total assets less liabilities)2002-12-31$65,654
Net plan assets at beginning of year (total assets less liabilities)2002-12-31$65,660
Total contributions received or receivable from employer(s)2002-12-31$3,991
2001 : ALLEN MILLWORK CO 401(K) PLAN 2001 401k financial data
Total income from all sources2001-12-31$3,664
Expenses. Total of all expenses incurred2001-12-31$140
Total plan assets at end of year2001-12-31$65,660
Total plan assets at beginning of year2001-12-31$62,136
Value of fidelity bond covering the plan2001-12-31$25,000
Total contributions received or receivable from participants2001-12-31$10,512
Expenses. Other expenses not covered elsewhere2001-12-31$140
Other income received2001-12-31$-10,646
Net income (gross income less expenses)2001-12-31$3,524
Net plan assets at end of year (total assets less liabilities)2001-12-31$65,660
Net plan assets at beginning of year (total assets less liabilities)2001-12-31$62,136
Total contributions received or receivable from employer(s)2001-12-31$3,798
2000 : ALLEN MILLWORK CO 401(K) PLAN 2000 401k financial data
Total plan liabilities at beginning of year2000-12-31$2,069
Total income from all sources2000-12-31$5,293
Expenses. Total of all expenses incurred2000-12-31$5,117
Benefits paid (including direct rollovers)2000-12-31$4,944
Total plan assets at end of year2000-12-31$62,136
Total plan assets at beginning of year2000-12-31$64,029
Value of fidelity bond covering the plan2000-12-31$25,000
Total contributions received or receivable from participants2000-12-31$10,359
Expenses. Other expenses not covered elsewhere2000-12-31$173
Other income received2000-12-31$-8,869
Net income (gross income less expenses)2000-12-31$176
Net plan assets at end of year (total assets less liabilities)2000-12-31$62,136
Net plan assets at beginning of year (total assets less liabilities)2000-12-31$61,960
Total contributions received or receivable from employer(s)2000-12-31$3,803

Form 5500 Responses for ALLEN MILLWORK CO 401(K) PLAN

2004: ALLEN MILLWORK CO 401(K) PLAN 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Submission has been amendedNo
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2004-01-01Plan funding arrangement – InsuranceYes
2004-01-01Plan benefit arrangement – InsuranceYes
2003: ALLEN MILLWORK CO 401(K) PLAN 2003 form 5500 responses
2003-01-01Type of plan entitySingle employer plan
2003-01-01Submission has been amendedNo
2003-01-01This submission is the final filingNo
2003-01-01This return/report is a short plan year return/report (less than 12 months)No
2003-01-01Plan is a collectively bargained planNo
2003-01-01Plan funding arrangement – InsuranceYes
2003-01-01Plan benefit arrangement – InsuranceYes
2002: ALLEN MILLWORK CO 401(K) PLAN 2002 form 5500 responses
2002-01-01Type of plan entitySingle employer plan
2002-01-01Submission has been amendedNo
2002-01-01This submission is the final filingNo
2002-01-01This return/report is a short plan year return/report (less than 12 months)No
2002-01-01Plan is a collectively bargained planNo
2002-01-01Plan funding arrangement – InsuranceYes
2002-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91611669
Policy instance 1
Insurance contract or identification number91611669
Number of Individuals Covered4
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Total amount of commissions paid to insurance brokerUSD $768
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $615
Insurance broker organization code?3
Insurance broker nameJEFFREY D. BACHELDER
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91611669
Policy instance 1
Insurance contract or identification number91611669
Number of Individuals Covered4
Insurance policy start date2006-01-01
Insurance policy end date2006-12-31
Total amount of commissions paid to insurance brokerUSD $608
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $487
Insurance broker organization code?3
Insurance broker nameJEFFREY D. BACHELDER
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91611669
Policy instance 1
Insurance contract or identification number91611669
Number of Individuals Covered4
Insurance policy start date2005-01-01
Insurance policy end date2005-12-31
Total amount of commissions paid to insurance brokerUSD $419
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $335
Insurance broker organization code?3
Insurance broker nameJEFFREY D. BACHELDER
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91611669
Policy instance 1
Insurance contract or identification number91611669
Number of Individuals Covered4
Insurance policy start date2004-01-01
Insurance policy end date2004-12-31
Total amount of commissions paid to insurance brokerUSD $728
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $615
Insurance broker organization code?3
Insurance broker nameJEFFREY D. BACHELDER
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91611669
Policy instance 1
Insurance contract or identification number91611669
Number of Individuals Covered5
Insurance policy start date2003-01-01
Insurance policy end date2003-12-31
Total amount of commissions paid to insurance brokerUSD $547
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $443
Insurance broker organization code?3
Insurance broker nameJEFFREY D. BACHELDER
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91611669
Policy instance 1
Insurance contract or identification number91611669
Number of Individuals Covered5
Insurance policy start date2002-01-01
Insurance policy end date2002-12-31
Total amount of commissions paid to insurance brokerUSD $569
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $455
Insurance broker organization code?3
Insurance broker nameJEFFREY D. BACHELDER
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91611669
Policy instance 1
Insurance contract or identification number91611669
Number of Individuals Covered5
Insurance policy start date2001-01-01
Insurance policy end date2001-12-31
Total amount of commissions paid to insurance brokerUSD $412
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $330
Insurance broker organization code?3
Insurance broker nameJEFFREY D. BACHELDER
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91611669
Policy instance 1
Insurance contract or identification number91611669
Number of Individuals Covered5
Insurance policy start date2000-01-01
Insurance policy end date2000-12-31
Total amount of commissions paid to insurance brokerUSD $400
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $320
Insurance broker organization code?3
Insurance broker nameJEFFREY D. BACHELDER

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1