Logo

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
  • 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

DAVID M. BERTINO MANUFACTURING, INC. has sponsored the creation of one or more 401k plans.

Company Name:DAVID M. BERTINO MANUFACTURING, INC.
Employer identification number (EIN):330744536
NAIC Classification:321210

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
0022023-01-01DAVID BERTINO2024-05-16
0022022-01-01DAVID BERTINO2023-04-28
0022021-01-01DAVID BERTINO2022-05-12
0022020-01-01DAVID BERTINO2021-05-18
0022020-01-01DAVID BERTINO2021-05-18
0022019-01-01DAVID BERTINO2020-05-13
0022018-01-01DAVID BERTINO2019-05-30
0022017-01-01DAVID BERTINO2018-06-14
0022016-01-01DAVID BERTINO2017-05-25
0022015-01-01DAVID BERTINO2016-05-18
0022014-01-01DAVID BERTINO2015-05-21
0022013-01-01LINDA BERTINO2014-06-03
0022012-01-01LINDA BERTINO2013-05-28
0022011-01-01LINDA BERTINO2012-06-14
0022010-01-01LINDA BERTINO2011-06-10

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 year2025-07-3061463
Net assets as of the end of the plan year2025-07-301085456
Total assets as of the beginning of the plan year2025-07-30992234
Value of plan covered by a fidelity bond2025-07-30100000
Other income to plan in this plan year2025-07-3065161
Plan net income in this plan year2025-07-3093222
Net assets as of the end of the plan year2025-07-301085456
Net assets as of the beginning of the plan year2025-07-30992234
Employer contributions to plan in this plan year2025-07-3089524
2024 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-160
Total liabilities as of the end of the plan year2024-05-160
Total liabilities as of the beginning of the plan year2024-05-160
Total expenses incurred by plan in this plan year2024-05-160
Net assets as of the end of the plan year2024-05-16992234
Total assets as of the beginning of the plan year2024-05-16833398
Value of plan covered by a fidelity bond2024-05-16100000
Participant contributions to plan in this plan year2024-05-160
Other expenses paid from plan in this plan year2024-05-160
Other contributions to plan in this plan year2024-05-160
Other income to plan in this plan year2024-05-1687347
Plan net income in this plan year2024-05-16158836
Net assets as of the end of the plan year2024-05-16992234
Net assets as of the beginning of the plan year2024-05-16833398
Employer contributions to plan in this plan year2024-05-1671489
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-160
2022 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-120
Total liabilities as of the end of the plan year2022-05-120
Total liabilities as of the beginning of the plan year2022-05-120
Total expenses incurred by plan in this plan year2022-05-1214000
Net assets as of the end of the plan year2022-05-12903073
Total assets as of the beginning of the plan year2022-05-12808161
Value of plan covered by a fidelity bond2022-05-12100000
Participant contributions to plan in this plan year2022-05-120
Other expenses paid from plan in this plan year2022-05-120
Other contributions to plan in this plan year2022-05-120
Other income to plan in this plan year2022-05-1243025
Plan net income in this plan year2022-05-1294912
Net assets as of the end of the plan year2022-05-12903073
Net assets as of the beginning of the plan year2022-05-12808161
Employer contributions to plan in this plan year2022-05-1265887
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-120

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1