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401K EMPLOYEE RETIREMENT PLAN 401k Plan overview

Plan Name401K EMPLOYEE RETIREMENT PLAN
Plan identification number 001

401K EMPLOYEE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

THE ESTES GROUP INC. has sponsored the creation of one or more 401k plans.

Company Name:THE ESTES GROUP INC.
Employer identification number (EIN):200669449
NAIC Classification:531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401K EMPLOYEE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SCOTT HILL2024-07-17
0012022-01-01SCOTT HILL2023-07-14
0012021-01-01SCOTT HILL2022-07-14

Plan Statistics for 401K EMPLOYEE RETIREMENT PLAN

401k plan membership statisitcs for 401K EMPLOYEE RETIREMENT PLAN

Measure Date Value
2025: 401K EMPLOYEE RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-178
Total number of particpants at end of year2025-07-170
Number of Participants With Account Balances2025-07-170
2024: 401K EMPLOYEE RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-179
Total number of particpants at end of year2024-07-178
Number of Participants With Account Balances2024-07-172
2022: 401K EMPLOYEE RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-140
Total number of particpants at end of year2022-07-149
Number of Participants With Account Balances2022-07-142

Financial Data on 401K EMPLOYEE RETIREMENT PLAN

Measure Date Value
2025 : 401K EMPLOYEE RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-170
Total liabilities as of the end of the plan year2025-07-170
Total liabilities as of the beginning of the plan year2025-07-170
Total expenses incurred by plan in this plan year2025-07-1768305
Net assets as of the end of the plan year2025-07-170
Total assets as of the beginning of the plan year2025-07-1766829
Value of plan covered by a fidelity bond2025-07-17100000
Participant contributions to plan in this plan year2025-07-170
Other expenses paid from plan in this plan year2025-07-170
Other contributions to plan in this plan year2025-07-170
Other income to plan in this plan year2025-07-171476
Plan net income in this plan year2025-07-17-66829
Net assets as of the end of the plan year2025-07-170
Net assets as of the beginning of the plan year2025-07-1766829
Employer contributions to plan in this plan year2025-07-170
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-170
2024 : 401K EMPLOYEE RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-170
Total liabilities as of the end of the plan year2024-07-170
Total liabilities as of the beginning of the plan year2024-07-170
Total expenses incurred by plan in this plan year2024-07-170
Net assets as of the end of the plan year2024-07-1766829
Total assets as of the beginning of the plan year2024-07-1763381
Value of plan covered by a fidelity bond2024-07-17100000
Participant contributions to plan in this plan year2024-07-172115
Other expenses paid from plan in this plan year2024-07-170
Other contributions to plan in this plan year2024-07-170
Other income to plan in this plan year2024-07-171333
Plan net income in this plan year2024-07-173448
Net assets as of the end of the plan year2024-07-1766829
Net assets as of the beginning of the plan year2024-07-1763381
Employer contributions to plan in this plan year2024-07-170
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-170
2022 : 401K EMPLOYEE RETIREMENT PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-140
Total liabilities as of the end of the plan year2022-07-140
Total liabilities as of the beginning of the plan year2022-07-140
Total expenses incurred by plan in this plan year2022-07-140
Net assets as of the end of the plan year2022-07-1461173
Total assets as of the beginning of the plan year2022-07-140
Value of plan covered by a fidelity bond2022-07-14100000
Participant contributions to plan in this plan year2022-07-141850
Other expenses paid from plan in this plan year2022-07-140
Other contributions to plan in this plan year2022-07-1458952
Other income to plan in this plan year2022-07-14371
Plan net income in this plan year2022-07-1461173
Net assets as of the end of the plan year2022-07-1461173
Net assets as of the beginning of the plan year2022-07-140
Employer contributions to plan in this plan year2022-07-140
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-140

Potentially related plans

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