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E. J. BARRETTE & SONS 401(K) PLAN 401k Plan overview

Plan NameE. J. BARRETTE & SONS 401(K) PLAN
Plan identification number 001

E. J. BARRETTE & SONS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

E. J. BARRETTE & SONS has sponsored the creation of one or more 401k plans.

Company Name:E. J. BARRETTE & SONS
Employer identification number (EIN):030194203
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan E. J. BARRETTE & SONS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01CHRISTOPHER HULSE2017-06-20
0012015-01-01CHRISTOPHER HULSE2016-07-21
0012014-01-01ALAN B SVEDLOW2015-06-26
0012013-01-01ALAN B SVEDLOW2014-07-11
0012012-01-01ALAN B SVEDLOW2013-07-26
0012011-01-01ALAN B. SVEDLOW2012-07-27
0012009-01-01ALAN B. SVEDLOW

Financial Data on E. J. BARRETTE & SONS 401(K) PLAN

Measure Date Value
2025 : E. J. BARRETTE & SONS 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-2539556
Net assets as of the end of the plan year2025-06-251301365
Total assets as of the beginning of the plan year2025-06-251157844
Value of plan covered by a fidelity bond2025-06-25150000
Participant contributions to plan in this plan year2025-06-2562720
Other income to plan in this plan year2025-06-25104296
Plan net income in this plan year2025-06-25143521
Net assets as of the end of the plan year2025-06-251301365
Net assets as of the beginning of the plan year2025-06-251157844
Employer contributions to plan in this plan year2025-06-2516061
Fees paid to broker by Benefit Provider2025-06-251177
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-253157
2024 : E. J. BARRETTE & SONS 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-1314463
Net assets as of the end of the plan year2024-08-131157844
Total assets as of the beginning of the plan year2024-08-13977576
Value of plan covered by a fidelity bond2024-08-1350000
Participant contributions to plan in this plan year2024-08-1344381
Other income to plan in this plan year2024-08-13135722
Plan net income in this plan year2024-08-13180268
Net assets as of the end of the plan year2024-08-131157844
Net assets as of the beginning of the plan year2024-08-13977576
Employer contributions to plan in this plan year2024-08-1314628
Fees paid to broker by Benefit Provider2024-08-131047
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-132930
2010 : E. J. BARRETTE & SONS 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$72,914
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$289,269
Total plan assets at beginning of year2010-12-31$216,355
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$28,142
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$34,427
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$72,914
Net plan assets at end of year (total assets less liabilities)2010-12-31$289,269
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$216,355
Total contributions received or receivable from employer(s)2010-12-31$10,345
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : E. J. BARRETTE & SONS 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for E. J. BARRETTE & SONS 401(K) PLAN

2009: E. J. BARRETTE & SONS 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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