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CONTRACTORS AND EMPLOYEES RETIREMENT PLAN AND TRUST 401k Plan overview

Plan NameCONTRACTORS AND EMPLOYEES RETIREMENT PLAN AND TRUST
Plan identification number 001

CONTRACTORS AND EMPLOYEES RETIREMENT PLAN AND 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).
  • Money purchase (other than target benefit)
  • 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.
  • 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

M&R INSULATION SYSTEMS, LLC has sponsored the creation of one or more 401k plans.

Company Name:M&R INSULATION SYSTEMS, LLC
Employer identification number (EIN):202867127
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONTRACTORS AND EMPLOYEES RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MARILYN DABRONZO2024-06-18 MARILYN DABRONZO2024-06-18
0012022-01-01MARILYN DABRONZO2023-05-01 MARILYN DABRONZO2023-05-01
0012021-01-01MARILYN DABRONZO2022-06-10 MARILYN DABRONZO2022-06-10
0012020-01-01MARILYN DABRONZO2021-05-20 MARILYN DABRONZO2021-05-20
0012019-01-01MARILYN DABRONZO2020-06-12 MARILYN DABRONZO2020-06-12
0012018-01-01MARILYN DABRONZO2019-05-28 MARILYN DABRONZO2019-05-28
0012017-01-01MARILYN DABRONZO2018-05-23 MARILYN DABRONZO2018-05-23
0012016-01-01MARILYN DABRONZO2017-07-06 MARILYN DABRONZO2017-07-06
0012015-01-01MARILYN DABRONZO2016-05-18 MARILYN DABRONZO2016-05-18
0012014-01-01MARILYN DABRONZO2015-07-14 MARILYN DABRONZO2015-07-14
0012013-01-01MARILYN DABRONZO2014-06-05
0012012-01-01MARILYN D. DABRONZO2013-06-03
0012011-01-01MARILYN D. DABRONZO2012-06-27
0012010-01-01MARILYN DABRONZO2011-07-08

Financial Data on CONTRACTORS AND EMPLOYEES RETIREMENT PLAN AND TRUST

Measure Date Value
2025 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN AND TRUST 2025 401k financial data
Net assets as of the end of the plan year2025-07-2328826
Total assets as of the beginning of the plan year2025-07-2327528
Value of plan covered by a fidelity bond2025-07-2310000
Other income to plan in this plan year2025-07-231298
Plan net income in this plan year2025-07-231298
Net assets as of the end of the plan year2025-07-2328826
Net assets as of the beginning of the plan year2025-07-2327528
2024 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN AND TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-180
Total liabilities as of the end of the plan year2024-06-180
Total liabilities as of the beginning of the plan year2024-06-180
Total expenses incurred by plan in this plan year2024-06-180
Net assets as of the end of the plan year2024-06-1827528
Total assets as of the beginning of the plan year2024-06-1824690
Value of plan covered by a fidelity bond2024-06-1810000
Participant contributions to plan in this plan year2024-06-180
Other expenses paid from plan in this plan year2024-06-180
Other contributions to plan in this plan year2024-06-180
Other income to plan in this plan year2024-06-182838
Plan net income in this plan year2024-06-182838
Net assets as of the end of the plan year2024-06-1827528
Net assets as of the beginning of the plan year2024-06-1824690
Employer contributions to plan in this plan year2024-06-180
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-180
2022 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN AND TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-100
Total liabilities as of the end of the plan year2022-06-100
Total liabilities as of the beginning of the plan year2022-06-100
Total expenses incurred by plan in this plan year2022-06-100
Net assets as of the end of the plan year2022-06-1032693
Total assets as of the beginning of the plan year2022-06-1032063
Value of plan covered by a fidelity bond2022-06-1010000
Participant contributions to plan in this plan year2022-06-100
Other expenses paid from plan in this plan year2022-06-100
Other contributions to plan in this plan year2022-06-100
Other income to plan in this plan year2022-06-10630
Plan net income in this plan year2022-06-10630
Net assets as of the end of the plan year2022-06-1032693
Net assets as of the beginning of the plan year2022-06-1032063
Employer contributions to plan in this plan year2022-06-100
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-100

Potentially related plans

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