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EMPLOYEE BENEFIT PLAN OF CHAUFFEURS TEAMSTERS AND HELPERS LOCAL UNION 238 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF CHAUFFEURS TEAMSTERS AND HELPERS LOCAL UNION 238
Plan identification number 003

EMPLOYEE BENEFIT PLAN OF CHAUFFEURS TEAMSTERS AND HELPERS LOCAL UNION 238 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.
  • 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

CHAUFFEURS TEAMSTERS AND HELPERS LOCAL UNION 238 has sponsored the creation of one or more 401k plans.

Company Name:CHAUFFEURS TEAMSTERS AND HELPERS LOCAL UNION 238
Employer identification number (EIN):420178484
NAIC Classification:813930
NAIC Description:Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF CHAUFFEURS TEAMSTERS AND HELPERS LOCAL UNION 238

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032021-01-01JESSE CASE2022-10-12
0032021-01-01JESSE CASE2022-10-12
0032020-01-01JESSE CASE2021-09-09
0032019-01-01JESSE CASE2021-09-09
0032018-01-01JESSE CASE2019-07-29
0032017-01-01JESSE CASE2018-04-17 JESSE CASE2018-04-17
0032016-01-01JESSE CASE2017-07-21 JESSE CASE2017-07-21
0032013-01-01GARY DUNHAM2014-07-29 GARY DUNHAM2014-07-29
0032012-01-01GARY DUNHAM2013-07-18 GARY DUNHAM2013-07-18
0032011-01-01GARY DUNHAM2012-08-21
0032010-01-01GARY DUNHAM2011-08-03

Plan Statistics for EMPLOYEE BENEFIT PLAN OF CHAUFFEURS TEAMSTERS AND HELPERS LOCAL UNION 238

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF CHAUFFEURS TEAMSTERS AND HELPERS LOCAL UNION 238

Measure Date Value
2025: EMPLOYEE BENEFIT PLAN OF CHAUFFEURS TEAMSTERS AND HELPERS LOCAL UNION 238 2025 401k membership
Total number of particpants at beginning of year2025-07-0318
Total number of particpants at end of year2025-07-0317
Number of Participants With Account Balances2025-07-0316
2024: EMPLOYEE BENEFIT PLAN OF CHAUFFEURS TEAMSTERS AND HELPERS LOCAL UNION 238 2024 401k membership
Total number of particpants at beginning of year2024-07-0219
Total number of particpants at end of year2024-07-0218
Number of Participants With Account Balances2024-07-0218
2022: EMPLOYEE BENEFIT PLAN OF CHAUFFEURS TEAMSTERS AND HELPERS LOCAL UNION 238 2022 401k membership
Total number of particpants at beginning of year2022-10-1219
Total number of particpants at end of year2022-10-1217
Number of Participants With Account Balances2022-10-1217

Financial Data on EMPLOYEE BENEFIT PLAN OF CHAUFFEURS TEAMSTERS AND HELPERS LOCAL UNION 238

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF CHAUFFEURS TEAMSTERS AND HELPERS LOCAL UNION 238 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-03136349
Net assets as of the end of the plan year2025-07-03981456
Total assets as of the beginning of the plan year2025-07-03860322
Value of plan covered by a fidelity bond2025-07-03500000
Participant contributions to plan in this plan year2025-07-0380452
Value of participant loans at end of plan year2025-07-0333066
Other contributions to plan in this plan year2025-07-0335398
Other income to plan in this plan year2025-07-0396048
Plan net income in this plan year2025-07-03121134
Net assets as of the end of the plan year2025-07-03981456
Net assets as of the beginning of the plan year2025-07-03860322
Employer contributions to plan in this plan year2025-07-0345585
Fees paid to broker by Benefit Provider2025-07-033433
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-037565
2024 : EMPLOYEE BENEFIT PLAN OF CHAUFFEURS TEAMSTERS AND HELPERS LOCAL UNION 238 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-0231167
Net assets as of the end of the plan year2024-07-02860322
Total assets as of the beginning of the plan year2024-07-020
Value of plan covered by a fidelity bond2024-07-02500000
Participant contributions to plan in this plan year2024-07-0250304
Value of participant loans at end of plan year2024-07-0219868
Other contributions to plan in this plan year2024-07-02761250
Other income to plan in this plan year2024-07-0250634
Plan net income in this plan year2024-07-02860322
Net assets as of the end of the plan year2024-07-02860322
Net assets as of the beginning of the plan year2024-07-020
Employer contributions to plan in this plan year2024-07-0229301
Fees paid to broker by Benefit Provider2024-07-023378
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-023861
2022 : EMPLOYEE BENEFIT PLAN OF CHAUFFEURS TEAMSTERS AND HELPERS LOCAL UNION 238 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-120
Total liabilities as of the end of the plan year2022-10-120
Total liabilities as of the beginning of the plan year2022-10-120
Total expenses incurred by plan in this plan year2022-10-12533987
Net assets as of the end of the plan year2022-10-12744869
Total assets as of the beginning of the plan year2022-10-121030122
Value of plan covered by a fidelity bond2022-10-12500000
Participant contributions to plan in this plan year2022-10-1275894
Value of participant loans at end of plan year2022-10-124637
Other expenses paid from plan in this plan year2022-10-12246
Other contributions to plan in this plan year2022-10-12184
Other income to plan in this plan year2022-10-12130460
Plan net income in this plan year2022-10-12-285253
Net assets as of the end of the plan year2022-10-12744869
Net assets as of the beginning of the plan year2022-10-121030122
Employer contributions to plan in this plan year2022-10-1242196
Fees paid to broker by Benefit Provider2022-10-12294

Potentially related plans

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