401k Plan data: ALEXANDER PROUDFOOT COMPANY AND AFFILIATES 401(K) PLAN plan

ALEXANDER PROUDFOOT COMPANY AND AFFILIATES 401(K) PLAN 401k Plan overview

Plan Name	ALEXANDER PROUDFOOT COMPANY AND AFFILIATES 401(K) PLAN
Plan identification number	004

ALEXANDER PROUDFOOT COMPANY AND AFFILIATES 401(K) PLAN 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.
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

ALEXANDER PROUDFOOT COMPANY has sponsored the creation of one or more 401k plans.

Company Name: ALEXANDER PROUDFOOT COMPANY

Employer identification number (EIN): 650117058

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALEXANDER PROUDFOOT COMPANY AND AFFILIATES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2023-01-01
004 2022-01-01
004 2021-01-01
004 2020-01-01
004 2019-01-01
004 2018-01-01
004 2017-01-01 MELANIE WILLIAMSON
004 2016-01-01 MELANIE WILLIAMSON

Plan Statistics for ALEXANDER PROUDFOOT COMPANY AND AFFILIATES 401(K) PLAN

401k plan membership statisitcs for ALEXANDER PROUDFOOT COMPANY AND AFFILIATES 401(K) PLAN

Measure Date Value
2023: ALEXANDER PROUDFOOT COMPANY AND AFFILIATES 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 266
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 15
Number of retired or separated participants receiving benefits 2023-01-01 5
Number of other retired or separated participants entitled to future benefits 2023-01-01 215
Total of all active and inactive participants 2023-01-01 235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 235
Number of participants with account balances 2023-01-01 234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 2
2022: ALEXANDER PROUDFOOT COMPANY AND AFFILIATES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 286
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 26
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 237
Total of all active and inactive participants 2022-01-01 264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 264
Number of participants with account balances 2022-01-01 257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 7
2021: ALEXANDER PROUDFOOT COMPANY AND AFFILIATES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 314
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 31
Number of retired or separated participants receiving benefits 2021-01-01 51
Number of other retired or separated participants entitled to future benefits 2021-01-01 204
Total of all active and inactive participants 2021-01-01 286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 286
Number of participants with account balances 2021-01-01 283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 9
2020: ALEXANDER PROUDFOOT COMPANY AND AFFILIATES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 357
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 34
Number of retired or separated participants receiving benefits 2020-01-01 47
Number of other retired or separated participants entitled to future benefits 2020-01-01 233
Total of all active and inactive participants 2020-01-01 314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 314
Number of participants with account balances 2020-01-01 313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 6
2019: ALEXANDER PROUDFOOT COMPANY AND AFFILIATES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 398
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 54
Number of retired or separated participants receiving benefits 2019-01-01 41
Number of other retired or separated participants entitled to future benefits 2019-01-01 262
Total of all active and inactive participants 2019-01-01 357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 357
Number of participants with account balances 2019-01-01 337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 9
2018: ALEXANDER PROUDFOOT COMPANY AND AFFILIATES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 470
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 53
Number of retired or separated participants receiving benefits 2018-01-01 45
Number of other retired or separated participants entitled to future benefits 2018-01-01 300
Total of all active and inactive participants 2018-01-01 398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 398
Number of participants with account balances 2018-01-01 378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 6
2017: ALEXANDER PROUDFOOT COMPANY AND AFFILIATES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 716
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 62
Number of retired or separated participants receiving benefits 2017-01-01 47
Number of other retired or separated participants entitled to future benefits 2017-01-01 361
Total of all active and inactive participants 2017-01-01 470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 470
Number of participants with account balances 2017-01-01 455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 12
2016: ALEXANDER PROUDFOOT COMPANY AND AFFILIATES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 824
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 139
Number of retired or separated participants receiving benefits 2016-01-01 114
Number of other retired or separated participants entitled to future benefits 2016-01-01 462
Total of all active and inactive participants 2016-01-01 715
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 716
Number of participants with account balances 2016-01-01 683
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2023: ALEXANDER PROUDFOOT COMPANY AND AFFILIATES 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	266
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	15
Number of retired or separated participants receiving benefits	2023-01-01	5
Number of other retired or separated participants entitled to future benefits	2023-01-01	215
Total of all active and inactive participants	2023-01-01	235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	235
Number of participants with account balances	2023-01-01	234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	2
2022: ALEXANDER PROUDFOOT COMPANY AND AFFILIATES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	286
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	26
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	237
Total of all active and inactive participants	2022-01-01	264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	264
Number of participants with account balances	2022-01-01	257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	7
2021: ALEXANDER PROUDFOOT COMPANY AND AFFILIATES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	314
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	31
Number of retired or separated participants receiving benefits	2021-01-01	51
Number of other retired or separated participants entitled to future benefits	2021-01-01	204
Total of all active and inactive participants	2021-01-01	286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	286
Number of participants with account balances	2021-01-01	283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	9
2020: ALEXANDER PROUDFOOT COMPANY AND AFFILIATES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	357
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	34
Number of retired or separated participants receiving benefits	2020-01-01	47
Number of other retired or separated participants entitled to future benefits	2020-01-01	233
Total of all active and inactive participants	2020-01-01	314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	314
Number of participants with account balances	2020-01-01	313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	6
2019: ALEXANDER PROUDFOOT COMPANY AND AFFILIATES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	398
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	54
Number of retired or separated participants receiving benefits	2019-01-01	41
Number of other retired or separated participants entitled to future benefits	2019-01-01	262
Total of all active and inactive participants	2019-01-01	357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	357
Number of participants with account balances	2019-01-01	337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	9
2018: ALEXANDER PROUDFOOT COMPANY AND AFFILIATES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	470
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	53
Number of retired or separated participants receiving benefits	2018-01-01	45
Number of other retired or separated participants entitled to future benefits	2018-01-01	300
Total of all active and inactive participants	2018-01-01	398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	398
Number of participants with account balances	2018-01-01	378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	6
2017: ALEXANDER PROUDFOOT COMPANY AND AFFILIATES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	716
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	62
Number of retired or separated participants receiving benefits	2017-01-01	47
Number of other retired or separated participants entitled to future benefits	2017-01-01	361
Total of all active and inactive participants	2017-01-01	470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	470
Number of participants with account balances	2017-01-01	455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	12
2016: ALEXANDER PROUDFOOT COMPANY AND AFFILIATES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	824
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	139
Number of retired or separated participants receiving benefits	2016-01-01	114
Number of other retired or separated participants entitled to future benefits	2016-01-01	462
Total of all active and inactive participants	2016-01-01	715
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	716
Number of participants with account balances	2016-01-01	683
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on ALEXANDER PROUDFOOT COMPANY AND AFFILIATES 401(K) PLAN

Measure	Date	Value
2023 : ALEXANDER PROUDFOOT COMPANY AND AFFILIATES 401(K) PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets	2023-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2023-12-31	$0
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total transfer of assets to this plan	2023-12-31	$0
Total transfer of assets from this plan	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Expenses. Interest paid	2023-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$5,356,572
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$4,324,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$4,225,691
Expenses. Certain deemed distributions of participant loans	2023-12-31	$0
Value of total corrective distributions	2023-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$243,983
Value of total assets at end of year	2023-12-31	$34,380,630
Value of total assets at beginning of year	2023-12-31	$33,348,283
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$98,534
Total income from rents	2023-12-31	$0
Total interest from all sources	2023-12-31	$3,261
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$0
Assets. Real estate other than employer real property at end of year	2023-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2023-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2023-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2023-12-31	$0
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$156,388
Participant contributions at end of year	2023-12-31	$22,171
Participant contributions at beginning of year	2023-12-31	$78,349
Participant contributions at end of year	2023-12-31	$0
Participant contributions at beginning of year	2023-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2023-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$108
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-12-31	$0
Assets. Loans (other than to participants) at end of year	2023-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2023-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-12-31	$0
Other income not declared elsewhere	2023-12-31	$0
Administrative expenses (other) incurred	2023-12-31	$0
Liabilities. Value of operating payables at end of year	2023-12-31	$0
Liabilities. Value of operating payables at beginning of year	2023-12-31	$0
Total non interest bearing cash at end of year	2023-12-31	$8,906
Total non interest bearing cash at beginning of year	2023-12-31	$162,083
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Income. Non cash contributions	2023-12-31	$0
Value of net income/loss	2023-12-31	$1,032,347
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$34,380,630
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$33,348,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Assets. partnership/joint venture interests at end of year	2023-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2023-12-31	$0
Investment advisory and management fees	2023-12-31	$26,522
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$0
Value of interest in pooled separate accounts at end of year	2023-12-31	$34,349,553
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$33,107,851
Interest on participant loans	2023-12-31	$3,261
Income. Interest from loans (other than to participants)	2023-12-31	$0
Interest earned on other investments	2023-12-31	$0
Income. Interest from US Government securities	2023-12-31	$0
Income. Interest from corporate debt instruments	2023-12-31	$0
Value of interest in master investment trust accounts at end of year	2023-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2023-12-31	$0
Value of interest in common/collective trusts at end of year	2023-12-31	$0
Value of interest in common/collective trusts at beginning of year	2023-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2023-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2023-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2023-12-31	$0
Asset value of US Government securities at end of year	2023-12-31	$0
Asset value of US Government securities at beginning of year	2023-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$0
Net investment gain/loss from pooled separate accounts	2023-12-31	$5,109,328
Net investment gain or loss from common/collective trusts	2023-12-31	$0
Net gain/loss from 103.12 investment entities	2023-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Assets. Invements in employer securities at end of year	2023-12-31	$0
Assets. Invements in employer securities at beginning of year	2023-12-31	$0
Assets. Value of employer real property at end of year	2023-12-31	$0
Assets. Value of employer real property at beginning of year	2023-12-31	$0
Contributions received in cash from employer	2023-12-31	$87,487
Employer contributions (assets) at end of year	2023-12-31	$0
Employer contributions (assets) at beginning of year	2023-12-31	$0
Income. Dividends from preferred stock	2023-12-31	$0
Income. Dividends from common stock	2023-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$4,225,691
Asset. Corporate debt instrument preferred debt at end of year	2023-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2023-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2023-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2023-12-31	$0
Contract administrator fees	2023-12-31	$72,012
Assets. Corporate common stocks other than exployer securities at end of year	2023-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2023-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2023-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2023-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2023-12-31	$0
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Aggregate proceeds on sale of assets	2023-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2023-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2023-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2023-12-31	$0
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	WINDHAM BRANNON, LLC
Accountancy firm EIN	2023-12-31	581763439
2022 : ALEXANDER PROUDFOOT COMPANY AND AFFILIATES 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-7,356,345
Total of all expenses incurred	2022-12-31	$7,432,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$7,319,016
Value of total corrective distributions	2022-12-31	$1,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$206,187
Value of total assets at end of year	2022-12-31	$33,348,283
Value of total assets at beginning of year	2022-12-31	$48,136,823
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$111,660
Total interest from all sources	2022-12-31	$4,736
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$182,160
Participant contributions at end of year	2022-12-31	$78,349
Participant contributions at beginning of year	2022-12-31	$35,544
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$18,567
Total non interest bearing cash at end of year	2022-12-31	$162,083
Total non interest bearing cash at beginning of year	2022-12-31	$322,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-14,788,540
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$33,348,283
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$48,136,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$29,383
Value of interest in pooled separate accounts at end of year	2022-12-31	$33,107,851
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$47,779,256
Interest on participant loans	2022-12-31	$4,736
Net investment gain/loss from pooled separate accounts	2022-12-31	$-7,590,329
Net investment gain or loss from common/collective trusts	2022-12-31	$23,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$5,460
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$7,319,016
Contract administrator fees	2022-12-31	$82,277
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WINDHAM BRANNON, LLC
Accountancy firm EIN	2022-12-31	581763439
2021 : ALEXANDER PROUDFOOT COMPANY AND AFFILIATES 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$6,664,566
Total of all expenses incurred	2021-12-31	$5,008,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$4,827,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$199,850
Value of total assets at end of year	2021-12-31	$48,136,823
Value of total assets at beginning of year	2021-12-31	$46,480,947
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$180,913
Total interest from all sources	2021-12-31	$2,014
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$201,083
Participant contributions at end of year	2021-12-31	$35,544
Participant contributions at beginning of year	2021-12-31	$31,833
Total non interest bearing cash at end of year	2021-12-31	$322,023
Total non interest bearing cash at beginning of year	2021-12-31	$405,237
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,655,876
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$48,136,823
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$46,480,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$37,366
Value of interest in pooled separate accounts at end of year	2021-12-31	$47,779,256
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$46,043,877
Interest on participant loans	2021-12-31	$2,014
Net investment gain/loss from pooled separate accounts	2021-12-31	$6,442,119
Net investment gain or loss from common/collective trusts	2021-12-31	$20,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$-1,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$4,827,777
Contract administrator fees	2021-12-31	$143,547
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WINDHAM BRANNON, LLC
Accountancy firm EIN	2021-12-31	581763439
2020 : ALEXANDER PROUDFOOT COMPANY AND AFFILIATES 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$6,123,799
Total of all expenses incurred	2020-12-31	$7,724,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$7,532,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$364,109
Value of total assets at end of year	2020-12-31	$46,480,947
Value of total assets at beginning of year	2020-12-31	$48,081,349
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$191,877
Total interest from all sources	2020-12-31	$1,580
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$269,037
Participant contributions at end of year	2020-12-31	$31,833
Participant contributions at beginning of year	2020-12-31	$9,195
Total non interest bearing cash at end of year	2020-12-31	$405,237
Total non interest bearing cash at beginning of year	2020-12-31	$286,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$-1,600,402
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$46,480,947
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$48,081,349
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$34,145
Value of interest in pooled separate accounts at end of year	2020-12-31	$46,043,877
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$47,786,090
Interest on participant loans	2020-12-31	$1,580
Net investment gain/loss from pooled separate accounts	2020-12-31	$5,740,195
Net investment gain or loss from common/collective trusts	2020-12-31	$17,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$95,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$7,532,324
Contract administrator fees	2020-12-31	$157,732
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	WINDHAM BRANNON, LLC
Accountancy firm EIN	2020-12-31	581763439
2019 : ALEXANDER PROUDFOOT COMPANY AND AFFILIATES 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$10,458,250
Total of all expenses incurred	2019-12-31	$6,979,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$6,741,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$678,862
Value of total assets at end of year	2019-12-31	$48,081,349
Value of total assets at beginning of year	2019-12-31	$44,602,479
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$237,992
Total interest from all sources	2019-12-31	$1,449
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$416,218
Participant contributions at end of year	2019-12-31	$9,195
Participant contributions at beginning of year	2019-12-31	$16,376
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$182,285
Other income not declared elsewhere	2019-12-31	$-521
Total non interest bearing cash at end of year	2019-12-31	$286,064
Total non interest bearing cash at beginning of year	2019-12-31	$197,771
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,478,870
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$48,081,349
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$44,602,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$38,579
Value of interest in pooled separate accounts at end of year	2019-12-31	$47,786,090
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$44,388,332
Interest on participant loans	2019-12-31	$1,449
Net investment gain/loss from pooled separate accounts	2019-12-31	$9,765,724
Net investment gain or loss from common/collective trusts	2019-12-31	$12,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$80,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$6,741,388
Contract administrator fees	2019-12-31	$199,413
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WINDHAM BRANNON
Accountancy firm EIN	2019-12-31	581763439
2018 : ALEXANDER PROUDFOOT COMPANY AND AFFILIATES 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$-2,261,045
Total of all expenses incurred	2018-12-31	$17,072,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$16,910,985
Expenses. Certain deemed distributions of participant loans	2018-12-31	$36,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$636,464
Value of total assets at end of year	2018-12-31	$44,602,479
Value of total assets at beginning of year	2018-12-31	$63,936,392
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$125,718
Total interest from all sources	2018-12-31	$8,136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$750,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$464,651
Participant contributions at end of year	2018-12-31	$16,376
Participant contributions at beginning of year	2018-12-31	$300,449
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$19,840
Total non interest bearing cash at end of year	2018-12-31	$197,771
Total non interest bearing cash at beginning of year	2018-12-31	$224,624
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-19,333,913
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$44,602,479
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$63,936,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$20,835
Value of interest in pooled separate accounts at end of year	2018-12-31	$44,388,332
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$63,391,479
Interest on participant loans	2018-12-31	$8,136
Net investment gain/loss from pooled separate accounts	2018-12-31	$-2,916,744
Net investment gain or loss from common/collective trusts	2018-12-31	$11,099
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$171,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$16,910,985
Contract administrator fees	2018-12-31	$104,883
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	WINDHAM BRANNON
Accountancy firm EIN	2018-12-31	581763439
2017 : ALEXANDER PROUDFOOT COMPANY AND AFFILIATES 401(K) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$294
Total income from all sources (including contributions)	2017-12-31	$11,943,482
Total of all expenses incurred	2017-12-31	$25,273,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$25,202,188
Value of total corrective distributions	2017-12-31	$855
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,926,991
Value of total assets at end of year	2017-12-31	$63,936,392
Value of total assets at beginning of year	2017-12-31	$77,266,663
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$70,416
Total interest from all sources	2017-12-31	$25,984
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$750,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,060,086
Participant contributions at end of year	2017-12-31	$300,449
Participant contributions at beginning of year	2017-12-31	$630,582
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$325,759
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$19,840
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$294
Total non interest bearing cash at end of year	2017-12-31	$224,624
Total non interest bearing cash at beginning of year	2017-12-31	$204,632
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$-13,329,977
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$63,936,392
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$77,266,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$63,391,479
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$76,162,476
Interest on participant loans	2017-12-31	$25,984
Net investment gain/loss from pooled separate accounts	2017-12-31	$9,980,531
Net investment gain or loss from common/collective trusts	2017-12-31	$9,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$541,146
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$268,973
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$25,202,188
Contract administrator fees	2017-12-31	$70,416
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	WINDHAM BRANNON
Accountancy firm EIN	2017-12-31	581763439
2016 : ALEXANDER PROUDFOOT COMPANY AND AFFILIATES 401(K) PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$294
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$13,953,197
Total of all expenses incurred	2016-12-31	$30,955,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$30,861,579
Value of total corrective distributions	2016-12-31	$3,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$6,493,501
Value of total assets at end of year	2016-12-31	$77,266,663
Value of total assets at beginning of year	2016-12-31	$94,268,518
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$90,098
Total interest from all sources	2016-12-31	$35,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$7,500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$3,605,402
Participant contributions at end of year	2016-12-31	$630,582
Participant contributions at beginning of year	2016-12-31	$749,955
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$768,203
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$294
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Liabilities. Value of operating payables at beginning of year	2016-12-31	$0
Total non interest bearing cash at end of year	2016-12-31	$204,632
Total non interest bearing cash at beginning of year	2016-12-31	$261,595
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-17,002,149
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$77,266,369
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$94,268,518
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$76,162,476
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$90,756,734
Interest on participant loans	2016-12-31	$35,739
Net investment gain/loss from pooled separate accounts	2016-12-31	$7,396,977
Net investment gain or loss from common/collective trusts	2016-12-31	$26,980
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$2,119,896
Employer contributions (assets) at end of year	2016-12-31	$268,973
Employer contributions (assets) at beginning of year	2016-12-31	$2,500,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$30,861,579
Contract administrator fees	2016-12-31	$90,098
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WINDHAM BRANNON
Accountancy firm EIN	2016-12-31	581763439

Form 5500 Responses for ALEXANDER PROUDFOOT COMPANY AND AFFILIATES 401(K) PLAN

2023: ALEXANDER PROUDFOOT COMPANY AND AFFILIATES 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: ALEXANDER PROUDFOOT COMPANY AND AFFILIATES 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ALEXANDER PROUDFOOT COMPANY AND AFFILIATES 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ALEXANDER PROUDFOOT COMPANY AND AFFILIATES 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ALEXANDER PROUDFOOT COMPANY AND AFFILIATES 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ALEXANDER PROUDFOOT COMPANY AND AFFILIATES 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ALEXANDER PROUDFOOT COMPANY AND AFFILIATES 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ALEXANDER PROUDFOOT COMPANY AND AFFILIATES 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

106612

Policy instance

Insurance contract or identification number	106612
Number of Individuals Covered	237
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $16,562
Total amount of fees paid to insurance company	USD $11,784
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

106612

Policy instance

Insurance contract or identification number	106612
Number of Individuals Covered	264
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $19,024
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	19024
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

106612

Policy instance

Insurance contract or identification number	106612
Number of Individuals Covered	286
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $23,311
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	23311
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

106612

Policy instance

Insurance contract or identification number	106612
Number of Individuals Covered	308
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $21,436
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	17828
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

106612

Policy instance

Insurance contract or identification number	106612
Number of Individuals Covered	343
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $23,357
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	23357
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

106612

Policy instance

Insurance contract or identification number	106612
Number of Individuals Covered	383
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $37,923
Total amount of fees paid to insurance company	USD $29,675
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $37,923
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	4

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

103905

Policy instance

Insurance contract or identification number	103905
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-18
Total amount of commissions paid to insurance broker	USD $54,049
Total amount of fees paid to insurance company	USD $43,865
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $54,049
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	4
Insurance broker name	THE PENSION STUDIO

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

106612

Policy instance

Insurance contract or identification number	106612
Number of Individuals Covered	455
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $13,595
Total amount of fees paid to insurance company	USD $6,921
Commission paid to Insurance Broker	USD $13,595
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	4
Insurance broker name	THE PENSION STUDIO

Potentially related plans

ALEXANDER PROUDFOOT COMPANIES DEFINED BENEFIT PENSION PLAN [EIN = 650015315]

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Company Name:	ALEXANDER PROUDFOOT COMPANY
Employer identification number (EIN):	650117058
NAIC Classification:	541600