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CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameCONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST
Plan identification number 002

CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

A. J. JURICH, INC. has sponsored the creation of one or more 401k plans.

Company Name:A. J. JURICH, INC.
Employer identification number (EIN):231891950
NAIC Classification:237990
NAIC Description:Other Heavy and Civil Engineering Construction

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01COLLEEN JURICH2024-05-21 COLLEEN JURICH2024-05-21
0022022-01-01COLLEEN JURICH2023-05-02 COLLEEN JURICH2023-05-02
0022021-01-01COLLEEN JURICH2022-05-10 COLLEEN JURICH2022-05-10
0022020-01-01COLLEEN JURICH2021-05-18 COLLEEN JURICH2021-05-18
0022019-01-01COLLEEN JURICH2020-05-26 COLLEEN JURICH2020-05-26
0022018-01-01COLLEEN JURICH2019-06-12 COLLEEN JURICH2019-06-12
0022017-01-01COLLEEN JURICH2018-07-11 COLLEEN JURICH2018-07-11
0022016-01-01COLLEEN JURICH2017-06-15 COLLEEN JURICH2017-06-15
0022015-01-01COLLEEN JURICH2016-07-01 COLLEEN JURICH2016-07-01
0022014-01-01ROBERT J. JURICH2015-06-26
0022013-01-01ROBERT J JURICH2014-06-03 ROBERT J JURICH2014-06-03
0022012-01-01ROBERT J JURICH2013-05-22
0022011-01-01ROBERT JURICH2012-06-19
0022010-01-01ROBERT JURICH2011-08-23 ROBERT JURICH2011-08-23

Financial Data on CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST

Measure Date Value
2025 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-21253405
Net assets as of the end of the plan year2025-07-21466250
Total assets as of the beginning of the plan year2025-07-21671917
Value of plan covered by a fidelity bond2025-07-21100000
Value of participant loans at end of plan year2025-07-2131971
Other income to plan in this plan year2025-07-2138571
Plan net income in this plan year2025-07-21-205667
Net assets as of the end of the plan year2025-07-21466250
Net assets as of the beginning of the plan year2025-07-21671917
Value of funding deficiency2025-07-210
Value of employer contributions paid2025-07-219167
Employer contributions to plan in this plan year2025-07-219167
2024 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-210
Total liabilities as of the end of the plan year2024-05-210
Total liabilities as of the beginning of the plan year2024-05-210
Total expenses incurred by plan in this plan year2024-05-211083
Net assets as of the end of the plan year2024-05-21671917
Total assets as of the beginning of the plan year2024-05-21596302
Value of plan covered by a fidelity bond2024-05-21100000
Participant contributions to plan in this plan year2024-05-210
Value of participant loans at end of plan year2024-05-2133993
Other expenses paid from plan in this plan year2024-05-210
Other contributions to plan in this plan year2024-05-210
Other income to plan in this plan year2024-05-2159484
Plan net income in this plan year2024-05-2175615
Net assets as of the end of the plan year2024-05-21671917
Net assets as of the beginning of the plan year2024-05-21596302
Value of funding deficiency2024-05-210
Value of employer contributions paid2024-05-2117214
Employer contributions to plan in this plan year2024-05-2117214
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-210
2022 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-100
Total liabilities as of the end of the plan year2022-05-100
Total liabilities as of the beginning of the plan year2022-05-100
Total expenses incurred by plan in this plan year2022-05-101340
Net assets as of the end of the plan year2022-05-10695303
Total assets as of the beginning of the plan year2022-05-10633820
Value of plan covered by a fidelity bond2022-05-10100000
Participant contributions to plan in this plan year2022-05-100
Other expenses paid from plan in this plan year2022-05-100
Other contributions to plan in this plan year2022-05-100
Other income to plan in this plan year2022-05-1031089
Plan net income in this plan year2022-05-1061483
Net assets as of the end of the plan year2022-05-10695303
Net assets as of the beginning of the plan year2022-05-10633820
Value of funding deficiency2022-05-100
Value of employer contributions paid2022-05-1031734
Employer contributions to plan in this plan year2022-05-1031734
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-100

Potentially related plans

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