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EMPLOYEE BENEFIT PLAN OF BERKS ENCORE, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF BERKS ENCORE, INC.
Plan identification number 003

EMPLOYEE BENEFIT PLAN OF BERKS ENCORE, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BERKS ENCORE, INC has sponsored the creation of one or more 401k plans.

Company Name:BERKS ENCORE, INC
Employer identification number (EIN):231656050
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF BERKS ENCORE, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01TABS RIGHTNOUR2024-10-11
0032022-01-01CHASTITY MORAN2023-07-26
0032021-01-01CAROL KROPF2022-05-11
0032020-01-01CAROL KROPF2021-04-22
0032019-01-01CAROL KROPF2020-07-10
0032018-01-01CAROL KROPF2019-06-19
0032017-01-01LUANN OATMAN2018-05-17
0032016-01-01LUANN OATMAN2017-05-16
0032015-01-01LUANN OATMAN2016-04-18
0032013-01-01LUANN OATMAN2014-04-04

Plan Statistics for EMPLOYEE BENEFIT PLAN OF BERKS ENCORE, INC.

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF BERKS ENCORE, INC.

Measure Date Value
2025: EMPLOYEE BENEFIT PLAN OF BERKS ENCORE, INC. 2025 401k membership
Total number of particpants at beginning of year2025-09-2642
Total number of particpants at end of year2025-09-2639
Number of Participants With Account Balances2025-09-2633
2024: EMPLOYEE BENEFIT PLAN OF BERKS ENCORE, INC. 2024 401k membership
Total number of particpants at beginning of year2024-10-1141
Total number of particpants at end of year2024-10-1138
Number of Participants With Account Balances2024-10-1135
2022: EMPLOYEE BENEFIT PLAN OF BERKS ENCORE, INC. 2022 401k membership
Total number of particpants at beginning of year2022-05-1135
Total number of particpants at end of year2022-05-1133
Number of Participants With Account Balances2022-05-1133

Financial Data on EMPLOYEE BENEFIT PLAN OF BERKS ENCORE, INC.

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF BERKS ENCORE, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-260
Total liabilities as of the end of the plan year2025-09-260
Total liabilities as of the beginning of the plan year2025-09-260
Total expenses incurred by plan in this plan year2025-09-26453470
Net assets as of the end of the plan year2025-09-261507134
Total assets as of the beginning of the plan year2025-09-261650795
Value of plan covered by a fidelity bond2025-09-26280000
Participant contributions to plan in this plan year2025-09-2662855
Other expenses paid from plan in this plan year2025-09-260
Other contributions to plan in this plan year2025-09-2612537
Other income to plan in this plan year2025-09-26179308
Plan net income in this plan year2025-09-26-143661
Net assets as of the end of the plan year2025-09-261507134
Net assets as of the beginning of the plan year2025-09-261650795
Employer contributions to plan in this plan year2025-09-2655109
Fees paid to broker by Benefit Provider2025-09-26290
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-26125
2024 : EMPLOYEE BENEFIT PLAN OF BERKS ENCORE, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-110
Total liabilities as of the end of the plan year2024-10-110
Total liabilities as of the beginning of the plan year2024-10-110
Total expenses incurred by plan in this plan year2024-10-11169795
Net assets as of the end of the plan year2024-10-111650795
Total assets as of the beginning of the plan year2024-10-111411258
Value of plan covered by a fidelity bond2024-10-11280000
Participant contributions to plan in this plan year2024-10-1170123
Other expenses paid from plan in this plan year2024-10-110
Other contributions to plan in this plan year2024-10-110
Other income to plan in this plan year2024-10-11281374
Plan net income in this plan year2024-10-11239537
Net assets as of the end of the plan year2024-10-111650795
Net assets as of the beginning of the plan year2024-10-111411258
Employer contributions to plan in this plan year2024-10-1157835
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1135
2022 : EMPLOYEE BENEFIT PLAN OF BERKS ENCORE, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-110
Total liabilities as of the end of the plan year2022-05-110
Total liabilities as of the beginning of the plan year2022-05-110
Total expenses incurred by plan in this plan year2022-05-1160735
Net assets as of the end of the plan year2022-05-112785904
Total assets as of the beginning of the plan year2022-05-112160807
Value of plan covered by a fidelity bond2022-05-11217000
Participant contributions to plan in this plan year2022-05-1167790
Other expenses paid from plan in this plan year2022-05-1197
Other contributions to plan in this plan year2022-05-11253798
Other income to plan in this plan year2022-05-11302273
Plan net income in this plan year2022-05-11625097
Net assets as of the end of the plan year2022-05-112785904
Net assets as of the beginning of the plan year2022-05-112160807
Employer contributions to plan in this plan year2022-05-1161971
Fees paid to broker by Benefit Provider2022-05-11255

Potentially related plans

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