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TRI STATE BOBCAT INC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameTRI STATE BOBCAT INC 401 K PROFIT SHARING PLAN TRUST
Plan identification number 002

TRI STATE BOBCAT INC 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

TRI-STATE BOBCAT INC has sponsored the creation of one or more 401k plans.

Company Name:TRI-STATE BOBCAT INC
Employer identification number (EIN):411442732
NAIC Classification:423800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRI STATE BOBCAT INC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01SHERRI CALTON2024-04-10
0022022-01-01ANNE QUIRK2023-07-29
0022021-01-01PERRY HARRISON2022-03-30
0022020-01-01PERRY HARRISON2021-04-01
0022019-01-01PERRY HARRISON2020-04-01
0022018-01-01PERRY HARRISON2019-03-14
0022017-01-01PERRY HARRISON2018-04-06
0022016-01-01PERRY HARRISON2017-05-11
0022015-01-01PERRY HARRISON2016-05-26
0022014-01-01PERRY HARRISON2015-05-07
0022013-01-01RODNEY NEWMAN2014-07-30
0022012-01-01TRI-STATE BOBCAT INC2013-07-31
0022011-01-01TRI-STATE BOBCAT INC2012-07-31
0022010-01-01TRI-STATE BOBCAT INC2011-10-14

Plan Statistics for TRI STATE BOBCAT INC 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for TRI STATE BOBCAT INC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025: TRI STATE BOBCAT INC 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year2025-04-0365
Total number of particpants at end of year2025-04-0366
Number of Participants With Account Balances2025-04-0346
2024: TRI STATE BOBCAT INC 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year2024-04-1070
Total number of particpants at end of year2024-04-1065
Number of Participants With Account Balances2024-04-1039

Financial Data on TRI STATE BOBCAT INC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : TRI STATE BOBCAT INC 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-030
Total liabilities as of the end of the plan year2025-04-030
Total liabilities as of the beginning of the plan year2025-04-030
Total expenses incurred by plan in this plan year2025-04-03146761
Net assets as of the end of the plan year2025-04-032232018
Total assets as of the beginning of the plan year2025-04-031690856
Value of plan covered by a fidelity bond2025-04-03400000
Participant contributions to plan in this plan year2025-04-03278723
Other expenses paid from plan in this plan year2025-04-030
Other contributions to plan in this plan year2025-04-0318015
Other income to plan in this plan year2025-04-03262299
Plan net income in this plan year2025-04-03541162
Net assets as of the end of the plan year2025-04-032232018
Net assets as of the beginning of the plan year2025-04-031690856
Employer contributions to plan in this plan year2025-04-03128886
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-0312389
2024 : TRI STATE BOBCAT INC 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-100
Total liabilities as of the end of the plan year2024-04-100
Total liabilities as of the beginning of the plan year2024-04-100
Total expenses incurred by plan in this plan year2024-04-10361510
Net assets as of the end of the plan year2024-04-101690856
Total assets as of the beginning of the plan year2024-04-101526363
Participant contributions to plan in this plan year2024-04-10237017
Other expenses paid from plan in this plan year2024-04-100
Other contributions to plan in this plan year2024-04-100
Other income to plan in this plan year2024-04-10288986
Plan net income in this plan year2024-04-10164493
Net assets as of the end of the plan year2024-04-101690856
Net assets as of the beginning of the plan year2024-04-101526363
Employer contributions to plan in this plan year2024-04-100
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-1010016

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