401k Plan data: ALBION FINANCIAL GROUP RETIREMENT PLAN plan

ALBION FINANCIAL GROUP RETIREMENT PLAN 401k Plan overview

Plan Name	ALBION FINANCIAL GROUP RETIREMENT PLAN
Plan identification number	001

ALBION FINANCIAL GROUP RETIREMENT 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
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.
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

ALBION FINANCIAL GROUP has sponsored the creation of one or more 401k plans.

Company Name: ALBION FINANCIAL GROUP

Employer identification number (EIN): 870392058

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALBION FINANCIAL GROUP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JOHN Q. BIRD 2024-09-15
001 2022-01-01 JOHN Q. BIRD 2023-09-19
001 2021-01-01 JOHN Q. BIRD 2022-10-16
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JOHN Q. BIRD JOHN Q. BIRD 2018-10-09
001 2016-01-01 JOHN Q. BIRD JOHN Q. BIRD 2017-09-28
001 2015-01-01 JOHN Q. BIRD JOHN Q. BIRD 2016-09-23
001 2014-01-01 JOHN Q. BIRD JOHN Q. BIRD 2015-10-01
001 2013-01-01 JOHN Q. BIRD JOHN Q. BIRD 2014-07-17
001 2012-01-01 JOHN Q. BIRD 2013-03-11 JOHN Q. BIRD 2013-03-11
001 2011-01-01 JOHN Q. BIRD 2012-05-22 JOHN Q. BIRD 2012-05-22
001 2010-01-01 JOHN Q. BIRD 2011-03-31 JOHN Q. BIRD 2011-03-31

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JOHN Q. BIRD	2024-09-15
001	2022-01-01	JOHN Q. BIRD	2023-09-19
001	2021-01-01	JOHN Q. BIRD	2022-10-16
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	JOHN Q. BIRD		JOHN Q. BIRD	2018-10-09
001	2016-01-01	JOHN Q. BIRD		JOHN Q. BIRD	2017-09-28
001	2015-01-01	JOHN Q. BIRD		JOHN Q. BIRD	2016-09-23
001	2014-01-01	JOHN Q. BIRD		JOHN Q. BIRD	2015-10-01
001	2013-01-01	JOHN Q. BIRD		JOHN Q. BIRD	2014-07-17
001	2012-01-01	JOHN Q. BIRD	2013-03-11	JOHN Q. BIRD	2013-03-11
001	2011-01-01	JOHN Q. BIRD	2012-05-22	JOHN Q. BIRD	2012-05-22
001	2010-01-01	JOHN Q. BIRD	2011-03-31	JOHN Q. BIRD	2011-03-31

Plan Statistics for ALBION FINANCIAL GROUP RETIREMENT PLAN

401k plan membership statisitcs for ALBION FINANCIAL GROUP RETIREMENT PLAN

Measure Date Value
2023: ALBION FINANCIAL GROUP RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 30
Number of retired or separated participants receiving benefits 2023-01-01 3
Number of other retired or separated participants entitled to future benefits 2023-01-01 7
Total of all active and inactive participants 2023-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 40
Number of participants with account balances 2023-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: ALBION FINANCIAL GROUP RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 29
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 5
Total of all active and inactive participants 2022-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 36
Number of participants with account balances 2022-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ALBION FINANCIAL GROUP RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 26
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 5
Total of all active and inactive participants 2021-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 32
Number of participants with account balances 2021-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: ALBION FINANCIAL GROUP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 26
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 6
Total of all active and inactive participants 2020-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 32
Number of participants with account balances 2020-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: ALBION FINANCIAL GROUP RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 26
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 7
Total of all active and inactive participants 2019-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 33
Number of participants with account balances 2019-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2018: ALBION FINANCIAL GROUP RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 25
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 4
Total of all active and inactive participants 2018-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 29
Number of participants with account balances 2018-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: ALBION FINANCIAL GROUP RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 24
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 4
Total of all active and inactive participants 2017-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 28
Number of participants with account balances 2017-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ALBION FINANCIAL GROUP RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 23
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 4
Total of all active and inactive participants 2016-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 27
Number of participants with account balances 2016-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ALBION FINANCIAL GROUP RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 20
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 4
Total of all active and inactive participants 2015-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 24
Number of participants with account balances 2015-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: ALBION FINANCIAL GROUP RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 22
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 24
Number of participants with account balances 2014-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ALBION FINANCIAL GROUP RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 21
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 25
Number of participants with account balances 2013-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1

Measure	Date	Value
2023: ALBION FINANCIAL GROUP RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	30
Number of retired or separated participants receiving benefits	2023-01-01	3
Number of other retired or separated participants entitled to future benefits	2023-01-01	7
Total of all active and inactive participants	2023-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	40
Number of participants with account balances	2023-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: ALBION FINANCIAL GROUP RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	29
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	5
Total of all active and inactive participants	2022-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	36
Number of participants with account balances	2022-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ALBION FINANCIAL GROUP RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	26
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	5
Total of all active and inactive participants	2021-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	32
Number of participants with account balances	2021-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: ALBION FINANCIAL GROUP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	26
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	6
Total of all active and inactive participants	2020-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	32
Number of participants with account balances	2020-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: ALBION FINANCIAL GROUP RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	26
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	7
Total of all active and inactive participants	2019-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	33
Number of participants with account balances	2019-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2018: ALBION FINANCIAL GROUP RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	25
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	4
Total of all active and inactive participants	2018-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	29
Number of participants with account balances	2018-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: ALBION FINANCIAL GROUP RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	24
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	4
Total of all active and inactive participants	2017-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	28
Number of participants with account balances	2017-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ALBION FINANCIAL GROUP RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	23
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	4
Total of all active and inactive participants	2016-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	27
Number of participants with account balances	2016-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ALBION FINANCIAL GROUP RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	20
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	4
Total of all active and inactive participants	2015-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	24
Number of participants with account balances	2015-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: ALBION FINANCIAL GROUP RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	22
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	24
Number of participants with account balances	2014-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ALBION FINANCIAL GROUP RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	21
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	25
Number of participants with account balances	2013-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1

Financial Data on ALBION FINANCIAL GROUP RETIREMENT PLAN

Measure	Date	Value
2023 : ALBION FINANCIAL GROUP RETIREMENT PLAN 2023 401k financial data
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$2,823,485
Expenses. Total of all expenses incurred	2023-12-31	$20,872
Benefits paid (including direct rollovers)	2023-12-31	$20,872
Total plan assets at end of year	2023-12-31	$11,477,594
Total plan assets at beginning of year	2023-12-31	$8,674,981
Value of fidelity bond covering the plan	2023-12-31	$2,000,000
Total contributions received or receivable from participants	2023-12-31	$322,522
Other income received	2023-12-31	$2,196,578
Net income (gross income less expenses)	2023-12-31	$2,802,613
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$11,477,594
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$8,674,981
Assets. Value of participant loans	2023-12-31	$26,587
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$95,139
Total contributions received or receivable from employer(s)	2023-12-31	$304,385
2022 : ALBION FINANCIAL GROUP RETIREMENT PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-1,835,428
Expenses. Total of all expenses incurred	2022-12-31	$993,515
Benefits paid (including direct rollovers)	2022-12-31	$992,315
Total plan assets at end of year	2022-12-31	$8,674,981
Total plan assets at beginning of year	2022-12-31	$11,503,924
Value of fidelity bond covering the plan	2022-12-31	$2,000,000
Total contributions received or receivable from participants	2022-12-31	$299,650
Expenses. Other expenses not covered elsewhere	2022-12-31	$1,200
Other income received	2022-12-31	$-2,404,745
Net income (gross income less expenses)	2022-12-31	$-2,828,943
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$8,674,981
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$11,503,924
Assets. Value of participant loans	2022-12-31	$59,779
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$114,601
Total contributions received or receivable from employer(s)	2022-12-31	$269,667
2021 : ALBION FINANCIAL GROUP RETIREMENT PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$2,884,976
Expenses. Total of all expenses incurred	2021-12-31	$1,972,310
Benefits paid (including direct rollovers)	2021-12-31	$1,971,135
Total plan assets at end of year	2021-12-31	$11,503,924
Total plan assets at beginning of year	2021-12-31	$10,591,258
Value of fidelity bond covering the plan	2021-12-31	$2,000,000
Total contributions received or receivable from participants	2021-12-31	$279,640
Other income received	2021-12-31	$2,368,922
Net income (gross income less expenses)	2021-12-31	$912,666
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$11,503,924
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$10,591,258
Assets. Value of participant loans	2021-12-31	$85,502
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$117,974
Total contributions received or receivable from employer(s)	2021-12-31	$236,414
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$1,175
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : ALBION FINANCIAL GROUP RETIREMENT PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$2,141,297
Expenses. Total of all expenses incurred	2020-12-31	$113,807
Benefits paid (including direct rollovers)	2020-12-31	$112,607
Total plan assets at end of year	2020-12-31	$10,591,258
Total plan assets at beginning of year	2020-12-31	$8,563,768
Value of fidelity bond covering the plan	2020-12-31	$2,000,000
Total contributions received or receivable from participants	2020-12-31	$228,846
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$1,688,837
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$2,027,490
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$10,591,258
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$8,563,768
Assets. Value of participant loans	2020-12-31	$92,809
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$100,682
Total contributions received or receivable from employer(s)	2020-12-31	$223,614
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$1,200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : ALBION FINANCIAL GROUP RETIREMENT PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$2,388,279
Expenses. Total of all expenses incurred	2019-12-31	$114,937
Benefits paid (including direct rollovers)	2019-12-31	$113,512
Total plan assets at end of year	2019-12-31	$8,563,768
Total plan assets at beginning of year	2019-12-31	$6,290,426
Value of fidelity bond covering the plan	2019-12-31	$2,000,000
Total contributions received or receivable from participants	2019-12-31	$174,320
Contributions received from other sources (not participants or employers)	2019-12-31	$68,656
Other income received	2019-12-31	$1,951,781
Net income (gross income less expenses)	2019-12-31	$2,273,342
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$8,563,768
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$6,290,426
Assets. Value of participant loans	2019-12-31	$132,777
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$165,101
Total contributions received or receivable from employer(s)	2019-12-31	$193,522
Value of certain deemed distributions of participant loans	2019-12-31	$1,425
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : ALBION FINANCIAL GROUP RETIREMENT PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-53,868
Expenses. Total of all expenses incurred	2018-12-31	$480,171
Benefits paid (including direct rollovers)	2018-12-31	$479,696
Total plan assets at end of year	2018-12-31	$6,290,426
Total plan assets at beginning of year	2018-12-31	$6,824,465
Value of fidelity bond covering the plan	2018-12-31	$2,000,000
Total contributions received or receivable from participants	2018-12-31	$180,955
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-425,206
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-534,039
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$6,290,426
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$6,824,465
Assets. Value of participant loans	2018-12-31	$59,584
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$165,336
Total contributions received or receivable from employer(s)	2018-12-31	$190,383
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$475
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : ALBION FINANCIAL GROUP RETIREMENT PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,480,970
Expenses. Total of all expenses incurred	2017-12-31	$225
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$6,824,465
Total plan assets at beginning of year	2017-12-31	$5,343,720
Value of fidelity bond covering the plan	2017-12-31	$2,000,000
Total contributions received or receivable from participants	2017-12-31	$162,851
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$1,139,846
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$1,480,745
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$6,824,465
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$5,343,720
Assets. Value of participant loans	2017-12-31	$58,570
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$181,393
Total contributions received or receivable from employer(s)	2017-12-31	$178,273
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$225
2016 : ALBION FINANCIAL GROUP RETIREMENT PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$223,480
Expenses. Total of all expenses incurred	2016-12-31	$11,875
Benefits paid (including direct rollovers)	2016-12-31	$11,600
Total plan assets at end of year	2016-12-31	$5,343,720
Total plan assets at beginning of year	2016-12-31	$5,132,115
Value of fidelity bond covering the plan	2016-12-31	$2,000,000
Total contributions received or receivable from participants	2016-12-31	$151,561
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$-95,127
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$211,605
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$5,343,720
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$5,132,115
Assets. Value of participant loans	2016-12-31	$64,626
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$200,261
Total contributions received or receivable from employer(s)	2016-12-31	$167,046
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$275
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : ALBION FINANCIAL GROUP RETIREMENT PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$493,631
Expenses. Total of all expenses incurred	2015-12-31	$175
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$5,132,115
Total plan assets at beginning of year	2015-12-31	$4,638,659
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$155,525
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$167,852
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$493,456
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,132,115
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,638,659
Assets. Value of participant loans	2015-12-31	$40,986
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$190,102
Total contributions received or receivable from employer(s)	2015-12-31	$170,254
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$175
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : ALBION FINANCIAL GROUP RETIREMENT PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$711,627
Expenses. Total of all expenses incurred	2014-12-31	$90,476
Benefits paid (including direct rollovers)	2014-12-31	$89,826
Total plan assets at end of year	2014-12-31	$4,638,659
Total plan assets at beginning of year	2014-12-31	$4,017,508
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$151,937
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$6,043
Other income received	2014-12-31	$394,891
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$621,151
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,638,659
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,017,508
Assets. Value of participant loans	2014-12-31	$32,820
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$149,379
Total contributions received or receivable from employer(s)	2014-12-31	$158,756
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$650
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : ALBION FINANCIAL GROUP RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,267,840
Expenses. Total of all expenses incurred	2013-12-31	$50
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$4,017,508
Total plan assets at beginning of year	2013-12-31	$2,749,718
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$143,050
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$16,336
Other income received	2013-12-31	$944,765
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$1,267,790
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,017,508
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,749,718
Assets. Value of participant loans	2013-12-31	$35,321
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$105,426
Total contributions received or receivable from employer(s)	2013-12-31	$163,689
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$50

Form 5500 Responses for ALBION FINANCIAL GROUP RETIREMENT PLAN

2023: ALBION FINANCIAL GROUP RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: ALBION FINANCIAL GROUP RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ALBION FINANCIAL GROUP RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ALBION FINANCIAL GROUP RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ALBION FINANCIAL GROUP RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ALBION FINANCIAL GROUP RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ALBION FINANCIAL GROUP RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ALBION FINANCIAL GROUP RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ALBION FINANCIAL GROUP RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ALBION FINANCIAL GROUP RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ALBION FINANCIAL GROUP RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ALBION FINANCIAL GROUP
Employer identification number (EIN):	870392058
NAIC Classification:	523900