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CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameCONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST
Plan identification number 002

CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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

ROBEY & SONS INC has sponsored the creation of one or more 401k plans.

Company Name:ROBEY & SONS INC
Employer identification number (EIN):522286022
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01NICHOLAS KIEF2024-06-10 NICHOLAS KIEF2024-06-10
0022022-01-01NICHOLAS KIEF2023-05-08 NICHOLAS KIEF2023-05-08
0022021-01-01NICHOLAS KIEF2022-06-02 NICHOLAS KIEF2022-06-02
0022020-01-01NICHOLAS KIEF2021-05-10 NICHOLAS KIEF2021-05-10
0022019-01-01NICHOLAS KIEF2020-05-12 NICHOLAS KIEF2020-05-12
0022018-01-01NICHOLAS KIEF2019-05-28 NICHOLAS KIEF2019-05-28
0022017-01-01NICHOLAS KIEF2018-09-20 NICHOLAS KIEF2018-09-20
0022016-01-01NICHOLAS KIEF2017-09-11 NICHOLAS KIEF2017-09-11
0022015-01-01NICHOLAS KIEF2016-05-24 NICHOLAS KIEF2016-05-24
0022014-01-01SANDY LYNCH2015-06-03 SANDY LYNCH2015-06-03
0022013-01-01SANDY LYNCH2014-07-02 SANDY LYNCH2014-07-02
0022012-01-01SANDY LYNCH2013-06-19
0022011-01-01SANDY LYNCH2012-07-11
0022010-01-01RACHAEL CASH2011-07-28

Financial Data on CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST

Measure Date Value
2025 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-146933
Net assets as of the end of the plan year2025-07-1418743
Total assets as of the beginning of the plan year2025-07-1424540
Value of plan covered by a fidelity bond2025-07-1410000
Other income to plan in this plan year2025-07-141136
Plan net income in this plan year2025-07-14-5797
Net assets as of the end of the plan year2025-07-1418743
Net assets as of the beginning of the plan year2025-07-1424540
2024 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-100
Total liabilities as of the end of the plan year2024-06-100
Total liabilities as of the beginning of the plan year2024-06-100
Total expenses incurred by plan in this plan year2024-06-100
Net assets as of the end of the plan year2024-06-1024540
Total assets as of the beginning of the plan year2024-06-1022708
Value of plan covered by a fidelity bond2024-06-1010000
Participant contributions to plan in this plan year2024-06-100
Other expenses paid from plan in this plan year2024-06-100
Other contributions to plan in this plan year2024-06-100
Other income to plan in this plan year2024-06-101832
Plan net income in this plan year2024-06-101832
Net assets as of the end of the plan year2024-06-1024540
Net assets as of the beginning of the plan year2024-06-1022708
Value of funding deficiency2024-06-100
Value of employer contributions paid2024-06-100
Employer contributions to plan in this plan year2024-06-100
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-100
2022 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-020
Total liabilities as of the end of the plan year2022-06-020
Total liabilities as of the beginning of the plan year2022-06-020
Total expenses incurred by plan in this plan year2022-06-02443
Net assets as of the end of the plan year2022-06-0230096
Total assets as of the beginning of the plan year2022-06-0228981
Value of plan covered by a fidelity bond2022-06-0210000
Participant contributions to plan in this plan year2022-06-020
Other expenses paid from plan in this plan year2022-06-020
Other contributions to plan in this plan year2022-06-020
Other income to plan in this plan year2022-06-021558
Plan net income in this plan year2022-06-021115
Net assets as of the end of the plan year2022-06-0230096
Net assets as of the beginning of the plan year2022-06-0228981
Value of funding deficiency2022-06-020
Value of employer contributions paid2022-06-020
Employer contributions to plan in this plan year2022-06-020
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-020

Potentially related plans

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