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401K GENERATION, INC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name401K GENERATION, INC 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

401K GENERATION, INC 401 K PROFIT SHARING 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).
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

401K GENERATION INC has sponsored the creation of one or more 401k plans.

Company Name:401K GENERATION INC
Employer identification number (EIN):264477125
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401K GENERATION, INC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01EDWARD ROJAS2024-07-01
0012022-01-01EDWARD ROJAS2023-06-27
0012022-01-01JONATHON MAZARELLA2024-12-09
0012021-01-01JONATHON MAZARELLA2022-06-28
0012021-01-01EDWARD ROJAS2022-06-20
0012020-01-01EDWARD ROJAS2021-05-31
0012020-01-01JONATHON MAZARELLA2021-08-10
0012020-01-01
0012020-01-01
0012019-01-01EDWARD ROJAS2020-07-05
0012018-01-01EDWARD ROJAS2019-05-03
0012017-01-01EDWARD ROJAS2018-06-19
0012016-01-01EDWARD ROJAS2017-05-12
0012015-01-01EDWARD ROJAS2016-07-13
0012013-01-01KELLI ROJAS2014-06-30
0012012-01-01401K GENERATION INC2013-05-22
0012011-01-01401K GENERATION INC2012-10-10

Plan Statistics for 401K GENERATION, INC 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for 401K GENERATION, INC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025: 401K GENERATION, INC 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year2025-06-2847
Total number of particpants at end of year2025-06-2850
Number of Participants With Account Balances2025-06-2844
2024: 401K GENERATION, INC 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year2024-07-0144
Total number of particpants at end of year2024-07-0146
Number of Participants With Account Balances2024-07-0142
2022: 401K GENERATION, INC 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total number of particpants at beginning of year2022-06-286
Total number of particpants at end of year2022-06-287
Number of Participants With Account Balances2022-06-281

Financial Data on 401K GENERATION, INC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : 401K GENERATION, INC 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-280
Total liabilities as of the end of the plan year2025-06-280
Total liabilities as of the beginning of the plan year2025-06-280
Total expenses incurred by plan in this plan year2025-06-2842464
Net assets as of the end of the plan year2025-06-281931626
Total assets as of the beginning of the plan year2025-06-281367565
Value of plan covered by a fidelity bond2025-06-28136757
Participant contributions to plan in this plan year2025-06-28198858
Value of participant loans at end of plan year2025-06-2837191
Other expenses paid from plan in this plan year2025-06-280
Other contributions to plan in this plan year2025-06-2876213
Other income to plan in this plan year2025-06-28249797
Plan net income in this plan year2025-06-28564061
Net assets as of the end of the plan year2025-06-281931626
Net assets as of the beginning of the plan year2025-06-281367565
Employer contributions to plan in this plan year2025-06-2881657
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-284416
2024 : 401K GENERATION, INC 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-010
Total liabilities as of the end of the plan year2024-07-010
Total liabilities as of the beginning of the plan year2024-07-010
Total expenses incurred by plan in this plan year2024-07-0118594
Net assets as of the end of the plan year2024-07-011367565
Total assets as of the beginning of the plan year2024-07-01934126
Value of plan covered by a fidelity bond2024-07-0193413
Participant contributions to plan in this plan year2024-07-01169379
Value of participant loans at end of plan year2024-07-0143993
Other expenses paid from plan in this plan year2024-07-010
Other contributions to plan in this plan year2024-07-010
Other income to plan in this plan year2024-07-01207349
Plan net income in this plan year2024-07-01433439
Net assets as of the end of the plan year2024-07-011367565
Net assets as of the beginning of the plan year2024-07-01934126
Employer contributions to plan in this plan year2024-07-0175305
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-012797
2022 : 401K GENERATION, INC 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-281029
Net assets as of the end of the plan year2022-06-2815392
Total assets as of the beginning of the plan year2022-06-2810720
Value of plan covered by a fidelity bond2022-06-282000
Participant contributions to plan in this plan year2022-06-285520
Other income to plan in this plan year2022-06-28181
Plan net income in this plan year2022-06-284672
Net assets as of the end of the plan year2022-06-2815392
Net assets as of the beginning of the plan year2022-06-2810720
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-2855

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