401k Plan data: CHERRY TREE COMPANIES, LLC 401(K) PLAN plan

CHERRY TREE COMPANIES, LLC 401(K) PLAN 401k Plan overview

Plan Name	CHERRY TREE COMPANIES, LLC 401(K) PLAN
Plan identification number	001

CHERRY TREE COMPANIES, LLC 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CHERRY TREE COMPANIES, LLC has sponsored the creation of one or more 401k plans.

Company Name: CHERRY TREE COMPANIES, LLC

Employer identification number (EIN): 411945100

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHERRY TREE COMPANIES, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01 JANE BORTNEM 2017-07-19 JANE BORTNEM 2017-07-19
001 2015-01-01 JANE BORTNEM 2016-06-14 JANE BORTNEM 2016-06-14
001 2014-01-01 JANE BORTNEM 2015-05-01 JANE BORTNEM 2015-05-01
001 2013-01-01 JANE BORTNEM 2014-06-11 JANE BORTNEM 2014-06-11
001 2012-01-01 JANE BORTNEM 2013-07-09 JANE BORTNEM 2013-07-09
001 2011-01-01 JANE BORTNEM 2012-04-27 JANE BORTNEM 2012-04-27
001 2010-01-01 JANE BORTNEM 2011-07-19 JANE BORTNEM 2011-07-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01	JANE BORTNEM	2017-07-19	JANE BORTNEM	2017-07-19
001	2015-01-01	JANE BORTNEM	2016-06-14	JANE BORTNEM	2016-06-14
001	2014-01-01	JANE BORTNEM	2015-05-01	JANE BORTNEM	2015-05-01
001	2013-01-01	JANE BORTNEM	2014-06-11	JANE BORTNEM	2014-06-11
001	2012-01-01	JANE BORTNEM	2013-07-09	JANE BORTNEM	2013-07-09
001	2011-01-01	JANE BORTNEM	2012-04-27	JANE BORTNEM	2012-04-27
001	2010-01-01	JANE BORTNEM	2011-07-19	JANE BORTNEM	2011-07-19

Financial Data on CHERRY TREE COMPANIES, LLC 401(K) PLAN

Measure	Date	Value
2024 : CHERRY TREE COMPANIES, LLC 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-07-02	449871
Net assets as of the end of the plan year	2024-07-02	6563343
Total assets as of the beginning of the plan year	2024-07-02	5495926
Value of plan covered by a fidelity bond	2024-07-02	500000
Participant contributions to plan in this plan year	2024-07-02	482002
Other contributions to plan in this plan year	2024-07-02	5408
Other income to plan in this plan year	2024-07-02	961937
Plan net income in this plan year	2024-07-02	1067417
Net assets as of the end of the plan year	2024-07-02	6563343
Net assets as of the beginning of the plan year	2024-07-02	5495926
Employer contributions to plan in this plan year	2024-07-02	67941
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-02	15091

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Company Name:	CHERRY TREE COMPANIES, LLC
Employer identification number (EIN):	411945100
NAIC Classification:	523900