| Plan Name | CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | CHARLES F. JERGENS CONST. |
| Employer identification number (EIN): | 310988185 |
| NAIC Classification: | 238900 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-07-01 | KERRY JERGENS | 2025-01-22 | ||
| 001 | 2022-07-01 | KERRY JERGENS | 2023-11-01 | KERRY JERGENS | 2023-11-01 |
| 001 | 2021-07-01 | KERRY JERGENS | 2022-11-30 | ||
| 001 | 2020-07-01 | KERRY JERGENS | 2021-11-30 | ||
| 001 | 2019-07-01 | KERRY JERGENS | 2020-11-18 | ||
| 001 | 2018-07-01 | KERRY JERGENS | 2019-12-18 | KERRY JERGENS | 2019-12-18 |
| 001 | 2017-07-01 | KERRY JERGENS | 2019-01-07 | KERRY JERGENS | 2019-01-07 |
| 001 | 2016-07-01 | KERRY JERGENS | 2017-12-13 | KERRY JERGENS | 2017-12-13 |
| 001 | 2015-07-01 | KERRY JERGENS | 2017-01-04 | KERRY JERGENS | 2017-01-04 |
| 001 | 2014-07-01 | KERRY JERGENS | 2016-01-05 | ||
| 001 | 2013-07-01 | KERRY JERGENS | 2015-01-22 | KERRY JERGENS | 2015-01-22 |
| 001 | 2012-07-01 | KERRY JERGENS | 2014-02-10 | KERRY JERGENS | 2014-02-10 |
| 001 | 2011-07-01 | KERRY M JERGENS | 2013-01-21 | ||
| 001 | 2010-07-01 | KERRY M JERGENS | 2012-02-27 |
| Measure | Date | Value |
|---|---|---|
| 2025 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-01-22 | 30489 |
| Net assets as of the end of the plan year | 2025-01-22 | 417415 |
| Total assets as of the beginning of the plan year | 2025-01-22 | 350441 |
| Value of plan covered by a fidelity bond | 2025-01-22 | 40000 |
| Value of participant loans at end of plan year | 2025-01-22 | 12263 |
| Other income to plan in this plan year | 2025-01-22 | 37889 |
| Plan net income in this plan year | 2025-01-22 | 66974 |
| Net assets as of the end of the plan year | 2025-01-22 | 417415 |
| Net assets as of the beginning of the plan year | 2025-01-22 | 350441 |
| Employer contributions to plan in this plan year | 2025-01-22 | 59574 |