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PROFIT SHARING PLAN UNDER ERI BUILDING AND DESIGN, LLC RETIREMENT TRUST 401k Plan overview

Plan NamePROFIT SHARING PLAN UNDER ERI BUILDING AND DESIGN, LLC RETIREMENT TRUST
Plan identification number 001

PROFIT SHARING PLAN UNDER ERI BUILDING AND DESIGN, LLC RETIREMENT TRUST Benefits

401k Plan TypeDefined 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
  • Plan covering Self-Employed individuals.
  • 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

ERI BUILDING AND DESIGN, LLC has sponsored the creation of one or more 401k plans.

Company Name:ERI BUILDING AND DESIGN, LLC
Employer identification number (EIN):061572752
NAIC Classification:236110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN UNDER ERI BUILDING AND DESIGN, LLC RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MIKE PALUMBO2024-07-08
0012022-01-01MIKE PALUMBO2023-06-27
0012021-01-01MIKE PALUMBO2022-04-15
0012020-01-01MIKE PALUMBO2021-06-04
0012019-01-01MIKE PALUMBO2020-07-14
0012018-01-01MIKE PALUMBO2019-03-29
0012017-01-01MIKE PALUMBO2018-04-13
0012016-01-01MIKE PALUMBO2017-04-13
0012015-01-01MIKE PALUMBO2016-03-07
0012014-01-01MIKE PALUMBO2015-04-11
0012013-01-01MIKE PALUMBO2014-03-07
0012012-01-01MIKE PALUMBO2013-04-09
0012011-01-01MIKE PALUMBO2012-06-11
0012010-01-01MIKE PALUMBO2011-04-14

Financial Data on PROFIT SHARING PLAN UNDER ERI BUILDING AND DESIGN, LLC RETIREMENT TRUST

Measure Date Value
2025 : PROFIT SHARING PLAN UNDER ERI BUILDING AND DESIGN, LLC RETIREMENT TRUST 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-07-230
Total expenses incurred by plan in this plan year2025-07-230
Net assets as of the end of the plan year2025-07-234136535
Total assets as of the beginning of the plan year2025-07-233687061
Value of plan covered by a fidelity bond2025-07-23250000
Participant contributions to plan in this plan year2025-07-2361000
Other contributions to plan in this plan year2025-07-230
Other income to plan in this plan year2025-07-23308506
Plan net income in this plan year2025-07-23449474
Net assets as of the end of the plan year2025-07-234136535
Net assets as of the beginning of the plan year2025-07-233687061
Employer contributions to plan in this plan year2025-07-2379968
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-230
2024 : PROFIT SHARING PLAN UNDER ERI BUILDING AND DESIGN, LLC RETIREMENT TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-080
Total liabilities as of the end of the plan year2024-07-080
Total liabilities as of the beginning of the plan year2024-07-080
Total expenses incurred by plan in this plan year2024-07-08431
Net assets as of the end of the plan year2024-07-083687061
Total assets as of the beginning of the plan year2024-07-083076716
Value of plan covered by a fidelity bond2024-07-08250000
Participant contributions to plan in this plan year2024-07-0860000
Other expenses paid from plan in this plan year2024-07-080
Other contributions to plan in this plan year2024-07-080
Other income to plan in this plan year2024-07-08475962
Plan net income in this plan year2024-07-08610345
Net assets as of the end of the plan year2024-07-083687061
Net assets as of the beginning of the plan year2024-07-083076716
Employer contributions to plan in this plan year2024-07-0874814
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-080
2022 : PROFIT SHARING PLAN UNDER ERI BUILDING AND DESIGN, LLC RETIREMENT TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-04-1535188
Net assets as of the end of the plan year2022-04-153496085
Total assets as of the beginning of the plan year2022-04-153112631
Value of plan covered by a fidelity bond2022-04-15250000
Participant contributions to plan in this plan year2022-04-1552000
Other income to plan in this plan year2022-04-15300597
Plan net income in this plan year2022-04-15383454
Net assets as of the end of the plan year2022-04-153496085
Net assets as of the beginning of the plan year2022-04-153112631
Employer contributions to plan in this plan year2022-04-1566045
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-1535188

Potentially related plans

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