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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

J & B ACOUSTICAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:J & B ACOUSTICAL, INC.
Employer identification number (EIN):340864968
NAIC Classification:238300

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
0032023-01-01PATRICIA LAPCZENSKI2024-05-13 PATRICIA LAPCZENSKI2024-05-13
0032022-01-01PATRICIA LAPCZENSKI2023-04-21 PATRICIA LAPCZENSKI2023-04-21
0032021-01-01PATRICIA LAPCZENSKI2022-06-02 PATRICIA LAPCZENSKI2022-06-02
0032020-01-01PATRICIA LAPCZENSKI2021-05-20 PATRICIA LAPCZENSKI2021-05-20
0032019-01-01PATRICIA LAPCZENSKI2020-05-15 PATRICIA LAPCZENSKI2020-05-15
0032018-01-01PATRICIA LAPCZENSKI2019-06-12 PATRICIA LAPCZENSKI2019-06-12
0032017-01-01PATRICIA LAPCZENSKI2018-08-24 PATRICIA LAPCZENSKI2018-08-24
0032016-01-01PATRICIA LAPCZENSKI2017-05-22 PATRICIA LAPCZENSKI2017-05-22
0032015-01-01JENNIFER MULLINS2016-06-27 JENNIFER MULLINS2016-06-27
0032014-01-01RICK AULT2015-05-19 RICK AULT2015-05-19
0032013-01-01RICK AULT2014-06-16 RICK AULT2014-06-16
0032012-01-01RICK AULT2013-10-08
0032011-01-01GERALD OATES2012-06-20
0032010-01-01GERALD OATES2011-06-10

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 year2025-06-103425
Net assets as of the end of the plan year2025-06-10437593
Total assets as of the beginning of the plan year2025-06-10387122
Value of plan covered by a fidelity bond2025-06-1040000
Other income to plan in this plan year2025-06-1024551
Plan net income in this plan year2025-06-1050471
Net assets as of the end of the plan year2025-06-10437593
Net assets as of the beginning of the plan year2025-06-10387122
Employer contributions to plan in this plan year2025-06-1029345
2024 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-130
Total liabilities as of the end of the plan year2024-05-130
Total liabilities as of the beginning of the plan year2024-05-130
Total expenses incurred by plan in this plan year2024-05-130
Net assets as of the end of the plan year2024-05-13387122
Total assets as of the beginning of the plan year2024-05-13312704
Value of plan covered by a fidelity bond2024-05-1340000
Participant contributions to plan in this plan year2024-05-130
Other expenses paid from plan in this plan year2024-05-130
Other contributions to plan in this plan year2024-05-130
Other income to plan in this plan year2024-05-1341654
Plan net income in this plan year2024-05-1374418
Net assets as of the end of the plan year2024-05-13387122
Net assets as of the beginning of the plan year2024-05-13312704
Employer contributions to plan in this plan year2024-05-1332764
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-130

Potentially related plans

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