| Plan Name | WELFARE BENEFITS PLAN FOR THE EMPLOYEES OF A. TREFFEISEN & SON, LLC |
| Plan identification number | 510 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
|
| Company Name: | A. TREFFEISEN & SON, LLC |
| Employer identification number (EIN): | 161590910 |
| NAIC Classification: | 236200 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 510 | 2023-07-01 | A. TREFFEISEN & SON, LLC | 2024-12-04 | ||
| 510 | 2022-07-01 | A. TREFFEISEN & SON, LLC | 2023-12-27 | ||
| 510 | 2021-07-01 | A. TREFFEISEN & SON, LLC | 2022-11-15 | ||
| 510 | 2020-07-01 | A. TREFFEISEN & SON, LLC | 2021-11-15 | ||
| 510 | 2019-07-01 | A. TREFFEISEN & SON, LLC | 2020-12-15 | ||
| 510 | 2018-07-01 | A. TREFFEISEN & SON, LLC | 2019-11-21 | ||
| 510 | 2017-07-01 | A. TREFFEISEN & SON, LLC | 2018-12-13 | ||
| 510 | 2016-07-01 | A. TREFFEISEN & SON, LLC | 2017-11-22 | ||
| 510 | 2015-07-01 | A. TREFFEISEN & SON, LLC | 2016-10-19 | ||
| 510 | 2014-07-01 | A. TREFFEISEN & SON, LLC | 2015-10-15 | ||
| 510 | 2013-07-01 | A. TREFFEISEN & SON, LLC | 2014-11-04 | ||
| 510 | 2012-07-01 | A. TREFFEISEN & SON, LLC | 2013-09-17 | ||
| 510 | 2011-07-01 | A. TREFFEISEN & SON, LLC | 2012-08-28 | ||
| 510 | 2010-10-01 | KEVIN TREFFEISEN | 2011-09-27 |
| Measure | Date | Value |
|---|---|---|
| 2024 : WELFARE BENEFITS PLAN FOR THE EMPLOYEES OF A. TREFFEISEN & SON, LLC 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-12-04 | 436722 |
| Net assets as of the end of the plan year | 2024-12-04 | 40500 |
| Total assets as of the beginning of the plan year | 2024-12-04 | 48553 |
| Value of plan covered by a fidelity bond | 2024-12-04 | 1000000 |
| Plan net income in this plan year | 2024-12-04 | -8053 |
| Net assets as of the end of the plan year | 2024-12-04 | 40500 |
| Net assets as of the beginning of the plan year | 2024-12-04 | 48553 |
| Employer contributions to plan in this plan year | 2024-12-04 | 428669 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-12-04 | 8546 |