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CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameCONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST
Plan identification number 003

CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & 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

TOTAL ELECTRIC CONTRACTORS, INC. has sponsored the creation of one or more 401k plans.

Company Name:TOTAL ELECTRIC CONTRACTORS, INC.
Employer identification number (EIN):263105705
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

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
0032023-01-01JIM LEONARD2024-05-30 JIM LEONARD2024-05-30
0032022-01-01JIM LEONARD2023-04-25 JIM LEONARD2023-04-25
0032021-01-01JIM LEONARD2022-06-20 JIM LEONARD2022-06-20
0032020-01-01JIM LEONARD2021-05-10 JIM LEONARD2021-05-10
0032019-01-01JIM LEONARD2020-05-12 JIM LEONARD2020-05-12
0032018-01-01JIM LEONARD2019-05-29 JIM LEONARD2019-05-29
0032017-01-01JIM LEONARD2018-05-31 JIM LEONARD2018-05-31
0032017-01-01JIM LEONARD2018-05-23 JIM LEONARD2018-05-23
0032016-01-01JIM LEONARD2017-06-20 JIM LEONARD2017-06-20
0032015-01-01JIM LEONARD2016-05-18 JIM LEONARD2016-05-18
0032014-01-01JIM LEONARD2015-05-22 JIM LEONARD2015-05-22
0032013-01-01JIM LEONARD2014-05-30
0032012-01-01JIM LEONARD2013-05-24
0032011-01-01JAMES LEONARD2012-06-21

Financial Data on CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST

Measure Date Value
2025 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2025 401k financial data
Net assets as of the end of the plan year2025-06-1793287
Total assets as of the beginning of the plan year2025-06-1788923
Value of plan covered by a fidelity bond2025-06-1710000
Other income to plan in this plan year2025-06-174364
Plan net income in this plan year2025-06-174364
Net assets as of the end of the plan year2025-06-1793287
Net assets as of the beginning of the plan year2025-06-1788923
2024 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-300
Total liabilities as of the end of the plan year2024-05-300
Total liabilities as of the beginning of the plan year2024-05-300
Total expenses incurred by plan in this plan year2024-05-306204
Net assets as of the end of the plan year2024-05-3088923
Total assets as of the beginning of the plan year2024-05-3088526
Value of plan covered by a fidelity bond2024-05-3010000
Participant contributions to plan in this plan year2024-05-300
Other expenses paid from plan in this plan year2024-05-300
Other contributions to plan in this plan year2024-05-300
Other income to plan in this plan year2024-05-306601
Plan net income in this plan year2024-05-30397
Net assets as of the end of the plan year2024-05-3088923
Net assets as of the beginning of the plan year2024-05-3088526
Employer contributions to plan in this plan year2024-05-300
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-300
2022 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-200
Total liabilities as of the end of the plan year2022-06-200
Total liabilities as of the beginning of the plan year2022-06-200
Total expenses incurred by plan in this plan year2022-06-200
Net assets as of the end of the plan year2022-06-20106198
Total assets as of the beginning of the plan year2022-06-20102328
Value of plan covered by a fidelity bond2022-06-2020000
Participant contributions to plan in this plan year2022-06-200
Other expenses paid from plan in this plan year2022-06-200
Other contributions to plan in this plan year2022-06-200
Other income to plan in this plan year2022-06-203870
Plan net income in this plan year2022-06-203870
Net assets as of the end of the plan year2022-06-20106198
Net assets as of the beginning of the plan year2022-06-20102328
Employer contributions to plan in this plan year2022-06-200
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-200

Potentially related plans

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