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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

HOLKO ENERCON INC has sponsored the creation of one or more 401k plans.

Company Name:HOLKO ENERCON INC
Employer identification number (EIN):341236237
NAIC Classification:238100

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
0022023-01-01VINCENT P. HOLKO2024-06-10 VINCENT P. HOLKO2024-06-10
0022022-01-01VINCENT P. HOLKO2023-05-18 VINCENT P. HOLKO2023-05-18
0022021-01-01VINCENT P. HOLKO2022-07-11 VINCENT P. HOLKO2022-07-11
0022020-01-01VINCENT P. HOLKO2021-07-16 VINCENT P. HOLKO2021-07-16
0022019-01-01VINCENT P. HOLKO2020-07-21 VINCENT P. HOLKO2020-07-21
0022018-01-01VINCENT P. HOLKO2019-07-22 VINCENT P. HOLKO2019-07-22
0022017-01-01VINCENT P. HOLKO2018-07-09 VINCENT P. HOLKO2018-07-09
0022016-01-01VINCENT P. HOLKO2017-07-18 VINCENT P. HOLKO2017-07-18
0022015-01-01VINCENT P. HOLKO2016-07-13 VINCENT P. HOLKO2016-07-13
0022014-01-01VINCENT P. HOLKO2015-06-30 VINCENT P. HOLKO2015-06-30
0022013-01-01VINCENT P HOLKO2014-07-17 VINCENT P HOLKO2014-07-17
0022012-01-01VINCENT P HOLKO2013-06-26 VINCENT P HOLKO2013-06-26
0022011-01-01VINCENT P HOLKO2012-07-02 VINCENT P HOLKO2012-07-02
0022010-01-01VINCENT P HOLKO2011-07-19

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 year2025-06-2473156
Total assets as of the beginning of the plan year2025-06-2469820
Value of plan covered by a fidelity bond2025-06-2410000
Other income to plan in this plan year2025-06-243336
Plan net income in this plan year2025-06-243336
Net assets as of the end of the plan year2025-06-2473156
Net assets as of the beginning of the plan year2025-06-2469820
2024 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-100
Total liabilities as of the end of the plan year2024-06-100
Total liabilities as of the beginning of the plan year2024-06-100
Total expenses incurred by plan in this plan year2024-06-100
Net assets as of the end of the plan year2024-06-1069820
Total assets as of the beginning of the plan year2024-06-1064714
Value of plan covered by a fidelity bond2024-06-1010000
Participant contributions to plan in this plan year2024-06-100
Other expenses paid from plan in this plan year2024-06-100
Other contributions to plan in this plan year2024-06-100
Other income to plan in this plan year2024-06-105106
Plan net income in this plan year2024-06-105106
Net assets as of the end of the plan year2024-06-1069820
Net assets as of the beginning of the plan year2024-06-1064714
Employer contributions to plan in this plan year2024-06-100
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-100
2022 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-110
Total liabilities as of the end of the plan year2022-07-110
Total liabilities as of the beginning of the plan year2022-07-110
Total expenses incurred by plan in this plan year2022-07-110
Net assets as of the end of the plan year2022-07-1178382
Total assets as of the beginning of the plan year2022-07-1172738
Value of plan covered by a fidelity bond2022-07-1110000
Participant contributions to plan in this plan year2022-07-110
Other expenses paid from plan in this plan year2022-07-110
Other contributions to plan in this plan year2022-07-110
Other income to plan in this plan year2022-07-115644
Plan net income in this plan year2022-07-115644
Net assets as of the end of the plan year2022-07-1178382
Net assets as of the beginning of the plan year2022-07-1172738
Employer contributions to plan in this plan year2022-07-110
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-110

Potentially related plans

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