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SAVINGS PLAN FOR EMPLOYEES OF DELLEDONNE & ASSOCIATES, INC 401k Plan overview

Plan NameSAVINGS PLAN FOR EMPLOYEES OF DELLEDONNE & ASSOCIATES, INC
Plan identification number 001

SAVINGS PLAN FOR EMPLOYEES OF DELLEDONNE & ASSOCIATES, INC 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

DELLEDONNE & ASSOCIATES, INC has sponsored the creation of one or more 401k plans.

Company Name:DELLEDONNE & ASSOCIATES, INC
Employer identification number (EIN):510292145
NAIC Classification:531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAVINGS PLAN FOR EMPLOYEES OF DELLEDONNE & ASSOCIATES, INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01PAUL JANNELLI2023-08-31
0012021-01-01PAUL JANNELLI2022-07-08
0012020-01-01PAUL JANNELLI2021-06-04
0012019-01-01PAUL JANNELLI2020-07-08
0012018-01-01PAUL JANNELLI2019-06-21
0012017-01-01PAUL JANNELLI2018-06-29
0012016-01-01PAUL JANNELLI2017-10-12
0012015-01-01PAUL JANNELLI2016-07-15
0012014-01-01PAUL JANNELLI2015-07-17
0012013-01-01PAUL JANNELLI
0012012-01-01PAUL JANNELLI
0012011-01-01PAUL JANNELLI
0012010-01-01PAUL JANNELLI
0012009-01-01PAUL JANNELLI

Plan Statistics for SAVINGS PLAN FOR EMPLOYEES OF DELLEDONNE & ASSOCIATES, INC

401k plan membership statisitcs for SAVINGS PLAN FOR EMPLOYEES OF DELLEDONNE & ASSOCIATES, INC

Measure Date Value
2013: SAVINGS PLAN FOR EMPLOYEES OF DELLEDONNE & ASSOCIATES, INC 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011
Number of participants with account balances2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SAVINGS PLAN FOR EMPLOYEES OF DELLEDONNE & ASSOCIATES, INC 2012 401k membership
Total participants, beginning-of-year2012-01-0124
Total number of active participants reported on line 7a of the Form 55002012-01-0125
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0125
Number of participants with account balances2012-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SAVINGS PLAN FOR EMPLOYEES OF DELLEDONNE & ASSOCIATES, INC 2011 401k membership
Total participants, beginning-of-year2011-01-0125
Total number of active participants reported on line 7a of the Form 55002011-01-0124
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0124
Number of participants with account balances2011-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SAVINGS PLAN FOR EMPLOYEES OF DELLEDONNE & ASSOCIATES, INC 2010 401k membership
Total participants, beginning-of-year2010-01-0129
Total number of active participants reported on line 7a of the Form 55002010-01-0127
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0127
Number of participants with account balances2010-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SAVINGS PLAN FOR EMPLOYEES OF DELLEDONNE & ASSOCIATES, INC 2009 401k membership
Total participants, beginning-of-year2009-01-0131
Total number of active participants reported on line 7a of the Form 55002009-01-0129
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0130
Number of participants with account balances2009-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SAVINGS PLAN FOR EMPLOYEES OF DELLEDONNE & ASSOCIATES, INC

Measure Date Value
2013 : SAVINGS PLAN FOR EMPLOYEES OF DELLEDONNE & ASSOCIATES, INC 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$336,897
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,422,883
Total plan assets at beginning of year2013-12-31$1,085,986
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$80,882
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$256,015
Net income (gross income less expenses)2013-12-31$336,897
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,422,883
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,085,986
Assets. Value of participant loans2013-12-31$14,002
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
2012 : SAVINGS PLAN FOR EMPLOYEES OF DELLEDONNE & ASSOCIATES, INC 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$187,729
Expenses. Total of all expenses incurred2012-12-31$11,002
Benefits paid (including direct rollovers)2012-12-31$7,000
Total plan assets at end of year2012-12-31$1,085,986
Total plan assets at beginning of year2012-12-31$909,259
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$77,196
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$110,533
Net income (gross income less expenses)2012-12-31$176,727
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,085,986
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$909,259
Assets. Value of participant loans2012-12-31$4,290
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$4,002
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : SAVINGS PLAN FOR EMPLOYEES OF DELLEDONNE & ASSOCIATES, INC 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$14,702
Expenses. Total of all expenses incurred2011-12-31$70
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$909,259
Total plan assets at beginning of year2011-12-31$894,627
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$67,500
Expenses. Other expenses not covered elsewhere2011-12-31$70
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-52,798
Net income (gross income less expenses)2011-12-31$14,632
Net plan assets at end of year (total assets less liabilities)2011-12-31$909,259
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$894,627
Assets. Value of participant loans2011-12-31$5,150
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
2010 : SAVINGS PLAN FOR EMPLOYEES OF DELLEDONNE & ASSOCIATES, INC 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$151,779
Expenses. Total of all expenses incurred2010-12-31$42,202
Benefits paid (including direct rollovers)2010-12-31$42,202
Total plan assets at end of year2010-12-31$894,627
Total plan assets at beginning of year2010-12-31$785,050
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$62,206
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$89,573
Net income (gross income less expenses)2010-12-31$109,577
Net plan assets at end of year (total assets less liabilities)2010-12-31$894,627
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$785,050
Assets. Value of participant loans2010-12-31$308
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : SAVINGS PLAN FOR EMPLOYEES OF DELLEDONNE & ASSOCIATES, INC 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for SAVINGS PLAN FOR EMPLOYEES OF DELLEDONNE & ASSOCIATES, INC

2013: SAVINGS PLAN FOR EMPLOYEES OF DELLEDONNE & ASSOCIATES, INC 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: SAVINGS PLAN FOR EMPLOYEES OF DELLEDONNE & ASSOCIATES, INC 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: SAVINGS PLAN FOR EMPLOYEES OF DELLEDONNE & ASSOCIATES, INC 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: SAVINGS PLAN FOR EMPLOYEES OF DELLEDONNE & ASSOCIATES, INC 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: SAVINGS PLAN FOR EMPLOYEES OF DELLEDONNE & ASSOCIATES, INC 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-005546
Policy instance 1
Insurance contract or identification numberGA-005546
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-005546
Policy instance 1
Insurance contract or identification numberGA-005546
Number of Individuals Covered25
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-005546
Policy instance 1
Insurance contract or identification numberGA-005546
Number of Individuals Covered13
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-005546
Policy instance 1
Insurance contract or identification numberGA-005546
Number of Individuals Covered13
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $301
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $301
Insurance broker organization code?3
Insurance broker nameTD WEALTH MANAGEMENT SERVICE

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