401k Plan data: POLHEMUS SAVINGS PLAN plan

POLHEMUS SAVINGS PLAN 401k Plan overview

Plan Name	POLHEMUS SAVINGS PLAN
Plan identification number	001

POLHEMUS SAVINGS 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

ALKEN, INC. DBA POLHEMUS has sponsored the creation of one or more 401k plans.

Company Name: ALKEN, INC. DBA POLHEMUS

Employer identification number (EIN): 753081848

NAIC Classification: 334110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan POLHEMUS SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-10-01
001 2021-10-01
001 2020-10-01
001 2019-10-01
001 2018-10-01
001 2017-10-01 DAVID WOOD
001 2016-10-01 DAVID WOOD
001 2015-10-01 DAVID WOOD
001 2014-10-01 FRANCINE ROY
001 2013-10-01 FRANCINE ROY 2014-12-09
001 2012-10-01 ALKEN, INC. DBA POLHEMUS 2014-06-30
001 2011-10-01 FRANCINE ROY 2013-02-14
001 2010-10-01 FRANCINE ROY 2012-04-04

Plan Statistics for POLHEMUS SAVINGS PLAN

401k plan membership statisitcs for POLHEMUS SAVINGS PLAN

Measure Date Value
2022: POLHEMUS SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-10-01 26
Total number of active participants reported on line 7a of the Form 5500 2022-10-01 25
Number of retired or separated participants receiving benefits 2022-10-01 1
Number of other retired or separated participants entitled to future benefits 2022-10-01 3
Total of all active and inactive participants 2022-10-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-10-01 0
Total participants 2022-10-01 29
Number of participants with account balances 2022-10-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-10-01 0
2021: POLHEMUS SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-10-01 26
Total number of active participants reported on line 7a of the Form 5500 2021-10-01 23
Number of retired or separated participants receiving benefits 2021-10-01 1
Number of other retired or separated participants entitled to future benefits 2021-10-01 2
Total of all active and inactive participants 2021-10-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-10-01 0
Total participants 2021-10-01 26
Number of participants with account balances 2021-10-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-10-01 0
2020: POLHEMUS SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-10-01 30
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 24
Number of retired or separated participants receiving benefits 2020-10-01 1
Number of other retired or separated participants entitled to future benefits 2020-10-01 1
Total of all active and inactive participants 2020-10-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-10-01 0
Total participants 2020-10-01 26
Number of participants with account balances 2020-10-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-10-01 1
2019: POLHEMUS SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-10-01 28
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 27
Number of retired or separated participants receiving benefits 2019-10-01 1
Number of other retired or separated participants entitled to future benefits 2019-10-01 2
Total of all active and inactive participants 2019-10-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-10-01 0
Total participants 2019-10-01 30
Number of participants with account balances 2019-10-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-10-01 0
2018: POLHEMUS SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-10-01 29
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 25
Number of retired or separated participants receiving benefits 2018-10-01 1
Number of other retired or separated participants entitled to future benefits 2018-10-01 2
Total of all active and inactive participants 2018-10-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-10-01 0
Total participants 2018-10-01 28
Number of participants with account balances 2018-10-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-10-01 0
2017: POLHEMUS SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-10-01 28
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 26
Number of retired or separated participants receiving benefits 2017-10-01 0
Number of other retired or separated participants entitled to future benefits 2017-10-01 3
Total of all active and inactive participants 2017-10-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-10-01 0
Total participants 2017-10-01 29
Number of participants with account balances 2017-10-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-01 0
2016: POLHEMUS SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 29
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 25
Number of retired or separated participants receiving benefits 2016-10-01 0
Number of other retired or separated participants entitled to future benefits 2016-10-01 3
Total of all active and inactive participants 2016-10-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-10-01 0
Total participants 2016-10-01 28
Number of participants with account balances 2016-10-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 0
2015: POLHEMUS SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-10-01 34
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 26
Number of retired or separated participants receiving benefits 2015-10-01 0
Number of other retired or separated participants entitled to future benefits 2015-10-01 3
Total of all active and inactive participants 2015-10-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-10-01 0
Total participants 2015-10-01 29
Number of participants with account balances 2015-10-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 0
2014: POLHEMUS SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 35
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 29
Number of retired or separated participants receiving benefits 2014-10-01 0
Number of other retired or separated participants entitled to future benefits 2014-10-01 5
Total of all active and inactive participants 2014-10-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-10-01 0
Total participants 2014-10-01 34
Number of participants with account balances 2014-10-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 0

Measure	Date	Value
2022: POLHEMUS SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-10-01	26
Total number of active participants reported on line 7a of the Form 5500	2022-10-01	25
Number of retired or separated participants receiving benefits	2022-10-01	1
Number of other retired or separated participants entitled to future benefits	2022-10-01	3
Total of all active and inactive participants	2022-10-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-10-01	0
Total participants	2022-10-01	29
Number of participants with account balances	2022-10-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-10-01	0
2021: POLHEMUS SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-10-01	26
Total number of active participants reported on line 7a of the Form 5500	2021-10-01	23
Number of retired or separated participants receiving benefits	2021-10-01	1
Number of other retired or separated participants entitled to future benefits	2021-10-01	2
Total of all active and inactive participants	2021-10-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-10-01	0
Total participants	2021-10-01	26
Number of participants with account balances	2021-10-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-10-01	0
2020: POLHEMUS SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-10-01	30
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	24
Number of retired or separated participants receiving benefits	2020-10-01	1
Number of other retired or separated participants entitled to future benefits	2020-10-01	1
Total of all active and inactive participants	2020-10-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-10-01	0
Total participants	2020-10-01	26
Number of participants with account balances	2020-10-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-10-01	1
2019: POLHEMUS SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-10-01	28
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	27
Number of retired or separated participants receiving benefits	2019-10-01	1
Number of other retired or separated participants entitled to future benefits	2019-10-01	2
Total of all active and inactive participants	2019-10-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-10-01	0
Total participants	2019-10-01	30
Number of participants with account balances	2019-10-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-10-01	0
2018: POLHEMUS SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-10-01	29
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	25
Number of retired or separated participants receiving benefits	2018-10-01	1
Number of other retired or separated participants entitled to future benefits	2018-10-01	2
Total of all active and inactive participants	2018-10-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-10-01	0
Total participants	2018-10-01	28
Number of participants with account balances	2018-10-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-10-01	0
2017: POLHEMUS SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-10-01	28
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	26
Number of retired or separated participants receiving benefits	2017-10-01	0
Number of other retired or separated participants entitled to future benefits	2017-10-01	3
Total of all active and inactive participants	2017-10-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-10-01	0
Total participants	2017-10-01	29
Number of participants with account balances	2017-10-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-01	0
2016: POLHEMUS SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	29
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	25
Number of retired or separated participants receiving benefits	2016-10-01	0
Number of other retired or separated participants entitled to future benefits	2016-10-01	3
Total of all active and inactive participants	2016-10-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-10-01	0
Total participants	2016-10-01	28
Number of participants with account balances	2016-10-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	0
2015: POLHEMUS SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-10-01	34
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	26
Number of retired or separated participants receiving benefits	2015-10-01	0
Number of other retired or separated participants entitled to future benefits	2015-10-01	3
Total of all active and inactive participants	2015-10-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-10-01	0
Total participants	2015-10-01	29
Number of participants with account balances	2015-10-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	0
2014: POLHEMUS SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	35
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	29
Number of retired or separated participants receiving benefits	2014-10-01	0
Number of other retired or separated participants entitled to future benefits	2014-10-01	5
Total of all active and inactive participants	2014-10-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-10-01	0
Total participants	2014-10-01	34
Number of participants with account balances	2014-10-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	0

Financial Data on POLHEMUS SAVINGS PLAN

Measure	Date	Value
2023 : POLHEMUS SAVINGS PLAN 2023 401k financial data
Transfers to/from the plan	2023-09-30	$0
Total plan liabilities at end of year	2023-09-30	$0
Total plan liabilities at beginning of year	2023-09-30	$0
Total income from all sources	2023-09-30	$1,241,509
Expenses. Total of all expenses incurred	2023-09-30	$1,034,328
Benefits paid (including direct rollovers)	2023-09-30	$1,033,922
Total plan assets at end of year	2023-09-30	$6,079,349
Total plan assets at beginning of year	2023-09-30	$5,872,168
Value of fidelity bond covering the plan	2023-09-30	$500,000
Assets. Value of tangible personal property	2023-09-30	$0
Total contributions received or receivable from participants	2023-09-30	$238,110
Assets. Value of loans (other than to participants)	2023-09-30	$0
Expenses. Other expenses not covered elsewhere	2023-09-30	$0
Contributions received from other sources (not participants or employers)	2023-09-30	$0
Other income received	2023-09-30	$864,235
Noncash contributions received	2023-09-30	$0
Net income (gross income less expenses)	2023-09-30	$207,181
Net plan assets at end of year (total assets less liabilities)	2023-09-30	$6,079,349
Net plan assets at beginning of year (total assets less liabilities)	2023-09-30	$5,872,168
Assets. Value of participant loans	2023-09-30	$54,079
Assets. Value of assets in partnership/joint-venture interests	2023-09-30	$0
Assets. Value of real-estate (other than employer real property)	2023-09-30	$0
Assets. Value of employer securities	2023-09-30	$0
Assets. Value of employer real property	2023-09-30	$0
Total contributions received or receivable from employer(s)	2023-09-30	$139,164
Value of certain deemed distributions of participant loans	2023-09-30	$0
Value of corrective distributions	2023-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-09-30	$406
2022 : POLHEMUS SAVINGS PLAN 2022 401k financial data
Transfers to/from the plan	2022-09-30	$0
Total plan liabilities at end of year	2022-09-30	$0
Total plan liabilities at beginning of year	2022-09-30	$0
Total income from all sources	2022-09-30	$-1,229,669
Expenses. Total of all expenses incurred	2022-09-30	$579,756
Benefits paid (including direct rollovers)	2022-09-30	$579,325
Total plan assets at end of year	2022-09-30	$5,872,168
Total plan assets at beginning of year	2022-09-30	$7,681,593
Value of fidelity bond covering the plan	2022-09-30	$500,000
Assets. Value of tangible personal property	2022-09-30	$0
Total contributions received or receivable from participants	2022-09-30	$250,574
Assets. Value of loans (other than to participants)	2022-09-30	$0
Expenses. Other expenses not covered elsewhere	2022-09-30	$0
Contributions received from other sources (not participants or employers)	2022-09-30	$0
Other income received	2022-09-30	$-1,613,649
Noncash contributions received	2022-09-30	$0
Net income (gross income less expenses)	2022-09-30	$-1,809,425
Net plan assets at end of year (total assets less liabilities)	2022-09-30	$5,872,168
Net plan assets at beginning of year (total assets less liabilities)	2022-09-30	$7,681,593
Assets. Value of participant loans	2022-09-30	$75,115
Assets. Value of assets in partnership/joint-venture interests	2022-09-30	$0
Assets. Value of real-estate (other than employer real property)	2022-09-30	$0
Assets. Value of employer securities	2022-09-30	$0
Assets. Value of employer real property	2022-09-30	$0
Total contributions received or receivable from employer(s)	2022-09-30	$133,406
Value of certain deemed distributions of participant loans	2022-09-30	$0
Value of corrective distributions	2022-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-09-30	$431
2021 : POLHEMUS SAVINGS PLAN 2021 401k financial data
Transfers to/from the plan	2021-09-30	$0
Total plan liabilities at end of year	2021-09-30	$0
Total plan liabilities at beginning of year	2021-09-30	$0
Total income from all sources	2021-09-30	$1,916,399
Expenses. Total of all expenses incurred	2021-09-30	$1,502,846
Benefits paid (including direct rollovers)	2021-09-30	$1,502,227
Total plan assets at end of year	2021-09-30	$7,681,593
Total plan assets at beginning of year	2021-09-30	$7,268,040
Value of fidelity bond covering the plan	2021-09-30	$500,000
Assets. Value of tangible personal property	2021-09-30	$0
Total contributions received or receivable from participants	2021-09-30	$260,832
Assets. Value of loans (other than to participants)	2021-09-30	$0
Expenses. Other expenses not covered elsewhere	2021-09-30	$0
Contributions received from other sources (not participants or employers)	2021-09-30	$0
Other income received	2021-09-30	$1,553,585
Noncash contributions received	2021-09-30	$0
Net income (gross income less expenses)	2021-09-30	$413,553
Net plan assets at end of year (total assets less liabilities)	2021-09-30	$7,681,593
Net plan assets at beginning of year (total assets less liabilities)	2021-09-30	$7,268,040
Assets. Value of participant loans	2021-09-30	$83,889
Assets. Value of assets in partnership/joint-venture interests	2021-09-30	$0
Assets. Value of real-estate (other than employer real property)	2021-09-30	$0
Assets. Value of employer securities	2021-09-30	$0
Assets. Value of employer real property	2021-09-30	$0
Total contributions received or receivable from employer(s)	2021-09-30	$101,982
Value of certain deemed distributions of participant loans	2021-09-30	$0
Value of corrective distributions	2021-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-09-30	$619
2020 : POLHEMUS SAVINGS PLAN 2020 401k financial data
Transfers to/from the plan	2020-09-30	$0
Total plan liabilities at end of year	2020-09-30	$0
Total plan liabilities at beginning of year	2020-09-30	$0
Total income from all sources	2020-09-30	$1,303,194
Expenses. Total of all expenses incurred	2020-09-30	$2,054,703
Benefits paid (including direct rollovers)	2020-09-30	$2,054,434
Total plan assets at end of year	2020-09-30	$7,268,040
Total plan assets at beginning of year	2020-09-30	$8,019,549
Value of fidelity bond covering the plan	2020-09-30	$500,000
Assets. Value of tangible personal property	2020-09-30	$0
Total contributions received or receivable from participants	2020-09-30	$260,517
Assets. Value of loans (other than to participants)	2020-09-30	$0
Expenses. Other expenses not covered elsewhere	2020-09-30	$0
Contributions received from other sources (not participants or employers)	2020-09-30	$0
Other income received	2020-09-30	$903,121
Noncash contributions received	2020-09-30	$0
Net income (gross income less expenses)	2020-09-30	$-751,509
Net plan assets at end of year (total assets less liabilities)	2020-09-30	$7,268,040
Net plan assets at beginning of year (total assets less liabilities)	2020-09-30	$8,019,549
Assets. Value of participant loans	2020-09-30	$46,448
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2020-09-30	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2020-09-30	$0
Assets. Value of assets in partnership/joint-venture interests	2020-09-30	$0
Assets. Value of real-estate (other than employer real property)	2020-09-30	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2020-09-30	$0
Assets. Value of employer securities	2020-09-30	$0
Assets. Value of employer real property	2020-09-30	$0
Total contributions received or receivable from employer(s)	2020-09-30	$139,556
Value of certain deemed distributions of participant loans	2020-09-30	$0
Value of corrective distributions	2020-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-09-30	$269
2019 : POLHEMUS SAVINGS PLAN 2019 401k financial data
Transfers to/from the plan	2019-09-30	$0
Total plan liabilities at end of year	2019-09-30	$0
Total plan liabilities at beginning of year	2019-09-30	$0
Total income from all sources	2019-09-30	$600,534
Expenses. Total of all expenses incurred	2019-09-30	$197,137
Benefits paid (including direct rollovers)	2019-09-30	$196,631
Total plan assets at end of year	2019-09-30	$8,019,549
Total plan assets at beginning of year	2019-09-30	$7,616,152
Value of fidelity bond covering the plan	2019-09-30	$500,000
Total contributions received or receivable from participants	2019-09-30	$245,242
Expenses. Other expenses not covered elsewhere	2019-09-30	$0
Contributions received from other sources (not participants or employers)	2019-09-30	$0
Other income received	2019-09-30	$204,631
Noncash contributions received	2019-09-30	$0
Net income (gross income less expenses)	2019-09-30	$403,397
Net plan assets at end of year (total assets less liabilities)	2019-09-30	$8,019,549
Net plan assets at beginning of year (total assets less liabilities)	2019-09-30	$7,616,152
Assets. Value of participant loans	2019-09-30	$68,353
Total contributions received or receivable from employer(s)	2019-09-30	$150,661
Value of certain deemed distributions of participant loans	2019-09-30	$0
Value of corrective distributions	2019-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-09-30	$506
2018 : POLHEMUS SAVINGS PLAN 2018 401k financial data
Transfers to/from the plan	2018-09-30	$0
Total plan liabilities at end of year	2018-09-30	$0
Total plan liabilities at beginning of year	2018-09-30	$0
Total income from all sources	2018-09-30	$1,066,168
Expenses. Total of all expenses incurred	2018-09-30	$478,912
Benefits paid (including direct rollovers)	2018-09-30	$478,356
Total plan assets at end of year	2018-09-30	$7,616,152
Total plan assets at beginning of year	2018-09-30	$7,028,896
Value of fidelity bond covering the plan	2018-09-30	$500,000
Total contributions received or receivable from participants	2018-09-30	$236,286
Expenses. Other expenses not covered elsewhere	2018-09-30	$0
Contributions received from other sources (not participants or employers)	2018-09-30	$0
Other income received	2018-09-30	$683,788
Noncash contributions received	2018-09-30	$0
Net income (gross income less expenses)	2018-09-30	$587,256
Net plan assets at end of year (total assets less liabilities)	2018-09-30	$7,616,152
Net plan assets at beginning of year (total assets less liabilities)	2018-09-30	$7,028,896
Assets. Value of participant loans	2018-09-30	$67,397
Total contributions received or receivable from employer(s)	2018-09-30	$146,094
Value of certain deemed distributions of participant loans	2018-09-30	$0
Value of corrective distributions	2018-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-09-30	$556
2017 : POLHEMUS SAVINGS PLAN 2017 401k financial data
Transfers to/from the plan	2017-09-30	$0
Total plan liabilities at end of year	2017-09-30	$0
Total plan liabilities at beginning of year	2017-09-30	$0
Total income from all sources	2017-09-30	$1,188,405
Expenses. Total of all expenses incurred	2017-09-30	$1,028,705
Benefits paid (including direct rollovers)	2017-09-30	$1,028,155
Total plan assets at end of year	2017-09-30	$7,028,896
Total plan assets at beginning of year	2017-09-30	$6,869,196
Value of fidelity bond covering the plan	2017-09-30	$500,000
Total contributions received or receivable from participants	2017-09-30	$213,609
Expenses. Other expenses not covered elsewhere	2017-09-30	$0
Contributions received from other sources (not participants or employers)	2017-09-30	$0
Other income received	2017-09-30	$826,135
Noncash contributions received	2017-09-30	$0
Net income (gross income less expenses)	2017-09-30	$159,700
Net plan assets at end of year (total assets less liabilities)	2017-09-30	$7,028,896
Net plan assets at beginning of year (total assets less liabilities)	2017-09-30	$6,869,196
Assets. Value of participant loans	2017-09-30	$82,768
Total contributions received or receivable from employer(s)	2017-09-30	$148,661
Value of certain deemed distributions of participant loans	2017-09-30	$0
Value of corrective distributions	2017-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-09-30	$550
2016 : POLHEMUS SAVINGS PLAN 2016 401k financial data
Transfers to/from the plan	2016-09-30	$0
Total plan liabilities at end of year	2016-09-30	$0
Total plan liabilities at beginning of year	2016-09-30	$0
Total income from all sources	2016-09-30	$1,084,999
Expenses. Total of all expenses incurred	2016-09-30	$339,112
Benefits paid (including direct rollovers)	2016-09-30	$338,864
Total plan assets at end of year	2016-09-30	$6,869,196
Total plan assets at beginning of year	2016-09-30	$6,123,309
Value of fidelity bond covering the plan	2016-09-30	$500,000
Total contributions received or receivable from participants	2016-09-30	$225,386
Expenses. Other expenses not covered elsewhere	2016-09-30	$0
Contributions received from other sources (not participants or employers)	2016-09-30	$0
Other income received	2016-09-30	$607,141
Noncash contributions received	2016-09-30	$0
Net income (gross income less expenses)	2016-09-30	$745,887
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$6,869,196
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$6,123,309
Assets. Value of participant loans	2016-09-30	$65,032
Total contributions received or receivable from employer(s)	2016-09-30	$252,472
Value of certain deemed distributions of participant loans	2016-09-30	$0
Value of corrective distributions	2016-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-09-30	$248
2015 : POLHEMUS SAVINGS PLAN 2015 401k financial data
Transfers to/from the plan	2015-09-30	$0
Total plan liabilities at end of year	2015-09-30	$0
Total plan liabilities at beginning of year	2015-09-30	$0
Total income from all sources	2015-09-30	$452,475
Expenses. Total of all expenses incurred	2015-09-30	$438,118
Benefits paid (including direct rollovers)	2015-09-30	$437,674
Total plan assets at end of year	2015-09-30	$6,123,309
Total plan assets at beginning of year	2015-09-30	$6,108,952
Value of fidelity bond covering the plan	2015-09-30	$500,000
Total contributions received or receivable from participants	2015-09-30	$212,562
Expenses. Other expenses not covered elsewhere	2015-09-30	$0
Contributions received from other sources (not participants or employers)	2015-09-30	$0
Other income received	2015-09-30	$21,457
Noncash contributions received	2015-09-30	$0
Net income (gross income less expenses)	2015-09-30	$14,357
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$6,123,309
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$6,108,952
Assets. Value of participant loans	2015-09-30	$79,193
Total contributions received or receivable from employer(s)	2015-09-30	$218,456
Value of certain deemed distributions of participant loans	2015-09-30	$0
Value of corrective distributions	2015-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-09-30	$444

Form 5500 Responses for POLHEMUS SAVINGS PLAN

2022: POLHEMUS SAVINGS PLAN 2022 form 5500 responses
2022-10-01	Type of plan entity	Single employer plan
2022-10-01	This submission is the final filing	No
2022-10-01	Plan is a collectively bargained plan	No
2022-10-01	Plan funding arrangement – Trust	Yes
2022-10-01	Plan benefit arrangement - Trust	Yes
2021: POLHEMUS SAVINGS PLAN 2021 form 5500 responses
2021-10-01	Type of plan entity	Single employer plan
2021-10-01	This submission is the final filing	No
2021-10-01	Plan is a collectively bargained plan	No
2021-10-01	Plan funding arrangement – Trust	Yes
2021-10-01	Plan benefit arrangement - Trust	Yes
2020: POLHEMUS SAVINGS PLAN 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
2020-10-01	This submission is the final filing	No
2020-10-01	Plan is a collectively bargained plan	No
2020-10-01	Plan funding arrangement – Trust	Yes
2020-10-01	Plan benefit arrangement - Trust	Yes
2019: POLHEMUS SAVINGS PLAN 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	This submission is the final filing	No
2019-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-10-01	Plan funding arrangement – Trust	Yes
2019-10-01	Plan benefit arrangement - Trust	Yes
2018: POLHEMUS SAVINGS PLAN 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	Submission has been amended	No
2018-10-01	This submission is the final filing	No
2018-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-10-01	Plan is a collectively bargained plan	No
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2017: POLHEMUS SAVINGS PLAN 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Submission has been amended	No
2017-10-01	This submission is the final filing	No
2017-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-10-01	Plan is a collectively bargained plan	No
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: POLHEMUS SAVINGS PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Submission has been amended	No
2016-10-01	This submission is the final filing	No
2016-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-10-01	Plan is a collectively bargained plan	No
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: POLHEMUS SAVINGS PLAN 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Submission has been amended	No
2015-10-01	This submission is the final filing	No
2015-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-10-01	Plan is a collectively bargained plan	No
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: POLHEMUS SAVINGS PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Submission has been amended	No
2014-10-01	This submission is the final filing	No
2014-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-10-01	Plan is a collectively bargained plan	No
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ALKEN, INC. DBA POLHEMUS
Employer identification number (EIN):	753081848
NAIC Classification:	334110