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PROFIT SHARING PLAN UNDER CENTRE PARTNERS MANAGEMENT LLC RETIREMENT TRUST 401k Plan overview

Plan NamePROFIT SHARING PLAN UNDER CENTRE PARTNERS MANAGEMENT LLC RETIREMENT TRUST
Plan identification number 002

PROFIT SHARING PLAN UNDER CENTRE PARTNERS MANAGEMENT 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
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

CENTRE PARTNERS MANAGEMENT LLC has sponsored the creation of one or more 401k plans.

Company Name:CENTRE PARTNERS MANAGEMENT LLC
Employer identification number (EIN):133866630
NAIC Classification:523900

Additional information about CENTRE PARTNERS MANAGEMENT LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2553052

More information about CENTRE PARTNERS MANAGEMENT LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN UNDER CENTRE PARTNERS MANAGEMENT LLC RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01WILLIAM TOMAI2023-10-05
0022021-01-01WILLIAM TOMAI2022-03-30
0022020-01-01WILLIAM TOMAI2021-10-01
0022019-01-01WILLIAM TOMAI2020-10-06
0022018-01-01WILLIAM TOMAI2019-05-17
0022017-01-01WILLIAM TOMAI2018-06-05
0022016-01-01WILLIAM TOMAI2017-06-28
0022015-01-01WILLIAM TOMAI2016-08-01
0022014-01-01WILLIAM TOMAI2015-03-31
0022013-01-01WILLIAM TOMAI2014-08-27
0022012-01-01WILLIAM TOMAI2013-06-18
0022011-01-01WILLIAM TOMAI2012-10-10
0022010-01-01WILLIAM TOMAI2011-05-11

Financial Data on PROFIT SHARING PLAN UNDER CENTRE PARTNERS MANAGEMENT LLC RETIREMENT TRUST

Measure Date Value
2025 : PROFIT SHARING PLAN UNDER CENTRE PARTNERS MANAGEMENT LLC RETIREMENT TRUST 2025 401k financial data
Total liabilities as of the end of the plan year2025-10-100
Total liabilities as of the beginning of the plan year2025-10-100
Total expenses incurred by plan in this plan year2025-10-101184919
Net assets as of the end of the plan year2025-10-1043796825
Total assets as of the beginning of the plan year2025-10-1036206968
Value of plan covered by a fidelity bond2025-10-101000000
Participant contributions to plan in this plan year2025-10-10824716
Value of participant loans at end of plan year2025-10-10205938
Other expenses paid from plan in this plan year2025-10-102943
Other contributions to plan in this plan year2025-10-10221960
Other income to plan in this plan year2025-10-106955768
Plan net income in this plan year2025-10-107589857
Net assets as of the end of the plan year2025-10-1043796825
Net assets as of the beginning of the plan year2025-10-1036206968
Employer contributions to plan in this plan year2025-10-10772332
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-100
2024 : PROFIT SHARING PLAN UNDER CENTRE PARTNERS MANAGEMENT LLC RETIREMENT TRUST 2024 401k financial data
Total liabilities as of the end of the plan year2024-10-070
Total liabilities as of the beginning of the plan year2024-10-070
Total expenses incurred by plan in this plan year2024-10-07170010
Net assets as of the end of the plan year2024-10-0736206968
Total assets as of the beginning of the plan year2024-10-0727685235
Value of plan covered by a fidelity bond2024-10-071000000
Participant contributions to plan in this plan year2024-10-07796333
Value of participant loans at end of plan year2024-10-07207957
Other expenses paid from plan in this plan year2024-10-072847
Other contributions to plan in this plan year2024-10-070
Other income to plan in this plan year2024-10-077118827
Plan net income in this plan year2024-10-078521733
Net assets as of the end of the plan year2024-10-0736206968
Net assets as of the beginning of the plan year2024-10-0727685235
Employer contributions to plan in this plan year2024-10-07776583
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-070

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