?>
Logo

JOHN BARDGETT & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameJOHN BARDGETT & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

JOHN BARDGETT & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND 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).
  • 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

JOHN BARDGETT & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:JOHN BARDGETT & ASSOCIATES, INC.
Employer identification number (EIN):431634189
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN BARDGETT & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOHN E BARDGETT JR.2024-06-21
0012022-01-01ANDREA WEBB2023-09-07 JOHN E BARDGETT, JR.2023-09-07
0012021-01-01ANDREA WEBB2022-07-18
0012021-01-01ANDREA WEBB2022-07-18
0012020-01-01ANDREA WEBB2021-09-09 JOHN E BARDGETT2021-09-09
0012019-01-01ANDREA WEBB2020-09-28
0012018-01-01ANDREA WEBB2019-07-11
0012017-01-01ANDREA WEBB2018-04-25
0012016-01-01ANDREA WEBB2017-01-23
0012015-01-01ANDREA WEBB2016-01-29
0012014-01-01JAN GREGORY2015-02-18
0012013-01-01JAN GREGORY2014-02-13
0012012-01-01JAN GREGORY2013-06-19
0012011-01-01JAN GREGORY2012-02-14
0012010-01-01JAN GREGORY2011-03-04

Plan Statistics for JOHN BARDGETT & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for JOHN BARDGETT & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025: JOHN BARDGETT & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2025 401k membership
Total number of particpants at beginning of year2025-07-107
Total number of particpants at end of year2025-07-106
Number of Participants With Account Balances2025-07-106
2024: JOHN BARDGETT & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year2024-06-217
Total number of particpants at end of year2024-06-217
Number of Participants With Account Balances2024-06-217

Financial Data on JOHN BARDGETT & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025 : JOHN BARDGETT & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-100
Total liabilities as of the end of the plan year2025-07-100
Total liabilities as of the beginning of the plan year2025-07-100
Total expenses incurred by plan in this plan year2025-07-10975882
Net assets as of the end of the plan year2025-07-10788684
Total assets as of the beginning of the plan year2025-07-101378280
Value of plan covered by a fidelity bond2025-07-10150000
Participant contributions to plan in this plan year2025-07-1074201
Other expenses paid from plan in this plan year2025-07-100
Other contributions to plan in this plan year2025-07-100
Other income to plan in this plan year2025-07-10222511
Plan net income in this plan year2025-07-10-589596
Net assets as of the end of the plan year2025-07-10788684
Net assets as of the beginning of the plan year2025-07-101378280
Employer contributions to plan in this plan year2025-07-1089574
Fees paid to broker by Benefit Provider2025-07-107549
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-10180
2024 : JOHN BARDGETT & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-210
Net assets as of the end of the plan year2024-06-211378280
Total assets as of the beginning of the plan year2024-06-211042358
Value of plan covered by a fidelity bond2024-06-21150000
Participant contributions to plan in this plan year2024-06-2187795
Other income to plan in this plan year2024-06-21166356
Plan net income in this plan year2024-06-21335922
Net assets as of the end of the plan year2024-06-211378280
Net assets as of the beginning of the plan year2024-06-211042358
Employer contributions to plan in this plan year2024-06-2181771
Fees paid to broker by Benefit Provider2024-06-216168

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3