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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.
  • 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.
  • 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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CETERA RETIREMENT PLAN SPECIALISTS2024-05-24
0012022-01-01
0012021-01-01
0012020-01-01

Plan Statistics for

401k plan membership statisitcs for

Measure Date Value
2025: 2025 401k membership
Total number of particpants at beginning of year2025-04-258
Total number of particpants at end of year2025-04-258
Number of Participants With Account Balances2025-04-258
2024: 2024 401k membership
Total number of particpants at beginning of year2024-05-249
Total number of particpants at end of year2024-05-248
Number of Participants With Account Balances2024-05-247
2022: 2022 401k membership
Total number of particpants at beginning of year2022-07-222
Total number of particpants at end of year2022-07-224
Number of Participants With Account Balances2022-07-223

Financial Data on

Measure Date Value
2025 : 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-250
Total liabilities as of the end of the plan year2025-04-250
Total liabilities as of the beginning of the plan year2025-04-250
Total expenses incurred by plan in this plan year2025-04-25200
Net assets as of the end of the plan year2025-04-25321893
Total assets as of the beginning of the plan year2025-04-25228023
Value of plan covered by a fidelity bond2025-04-2550000
Participant contributions to plan in this plan year2025-04-2548052
Other expenses paid from plan in this plan year2025-04-250
Other contributions to plan in this plan year2025-04-250
Other income to plan in this plan year2025-04-2533444
Plan net income in this plan year2025-04-2593870
Net assets as of the end of the plan year2025-04-25321893
Net assets as of the beginning of the plan year2025-04-25228023
Employer contributions to plan in this plan year2025-04-2512574
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-25200
2024 : 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-240
Total liabilities as of the end of the plan year2024-05-240
Total liabilities as of the beginning of the plan year2024-05-240
Total expenses incurred by plan in this plan year2024-05-242900
Net assets as of the end of the plan year2024-05-24228023
Total assets as of the beginning of the plan year2024-05-24145136
Value of plan covered by a fidelity bond2024-05-2450000
Participant contributions to plan in this plan year2024-05-2438510
Other expenses paid from plan in this plan year2024-05-240
Other contributions to plan in this plan year2024-05-240
Other income to plan in this plan year2024-05-2430714
Plan net income in this plan year2024-05-2482887
Net assets as of the end of the plan year2024-05-24228023
Net assets as of the beginning of the plan year2024-05-24145136
Employer contributions to plan in this plan year2024-05-2416563
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-24400
2022 : 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-220
Total liabilities as of the end of the plan year2022-07-220
Total liabilities as of the beginning of the plan year2022-07-220
Total expenses incurred by plan in this plan year2022-07-22200
Net assets as of the end of the plan year2022-07-22128894
Total assets as of the beginning of the plan year2022-07-2280074
Value of plan covered by a fidelity bond2022-07-2250000
Participant contributions to plan in this plan year2022-07-2222700
Other expenses paid from plan in this plan year2022-07-220
Other contributions to plan in this plan year2022-07-220
Other income to plan in this plan year2022-07-2213196
Plan net income in this plan year2022-07-2248820
Net assets as of the end of the plan year2022-07-22128894
Net assets as of the beginning of the plan year2022-07-2280074
Employer contributions to plan in this plan year2022-07-2213124
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-22200

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