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403(B) THRIFT PLAN OF ENGSTROM SERVICES, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF ENGSTROM SERVICES, INC.
Plan identification number 001

403(B) THRIFT PLAN OF ENGSTROM SERVICES, INC. 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.
  • 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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.
  • 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

ENGSTROM SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:ENGSTROM SERVICES, INC.
Employer identification number (EIN):621499350
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF ENGSTROM SERVICES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-07-01MIRJANA TOMIC2025-01-23
0012022-07-01MIRJANA TOMIC2023-12-14
0012021-07-01MIRJANA TOMIC2023-03-08
0012020-07-01MIRJANA TOMIC2022-01-26
0012019-07-01MIRJANA TOMIC2021-01-26
0012017-07-01MIRJANA TOMIC2019-01-30
0012017-07-01MIRJANA TOMIC2019-01-30
0012013-07-01MIRJANA S TOMIC2015-01-22 MIRJANA S TOMIC2015-01-22
0012012-07-01MIRJANA S TOMIC2014-01-23 MIRJANA S TOMIC2014-01-23
0012011-07-01MIRJANA S. TOMIC2013-01-29 MIRJANA S. TOMIC2013-01-29
0012010-07-01MIRJANA TOMIC2012-01-31

Plan Statistics for 403(B) THRIFT PLAN OF ENGSTROM SERVICES, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF ENGSTROM SERVICES, INC.

Measure Date Value
2025: 403(B) THRIFT PLAN OF ENGSTROM SERVICES, INC. 2025 401k membership
Total number of particpants at beginning of year2025-01-2374
Total number of particpants at end of year2025-01-2381
Number of Participants With Account Balances2025-01-2372

Financial Data on 403(B) THRIFT PLAN OF ENGSTROM SERVICES, INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN OF ENGSTROM SERVICES, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-01-230
Total liabilities as of the end of the plan year2025-01-230
Total liabilities as of the beginning of the plan year2025-01-230
Total expenses incurred by plan in this plan year2025-01-23109582
Net assets as of the end of the plan year2025-01-233761462
Total assets as of the beginning of the plan year2025-01-233190662
Value of plan covered by a fidelity bond2025-01-23250000
Participant contributions to plan in this plan year2025-01-2377129
Value of participant loans at end of plan year2025-01-237901
Other expenses paid from plan in this plan year2025-01-230
Other contributions to plan in this plan year2025-01-230
Other income to plan in this plan year2025-01-23490087
Plan net income in this plan year2025-01-23570800
Net assets as of the end of the plan year2025-01-233761462
Net assets as of the beginning of the plan year2025-01-233190662
Employer contributions to plan in this plan year2025-01-23113166
Fees paid to broker by Benefit Provider2025-01-23306
Expensese paid to adminstrative service provicers from plan in this plan year2025-01-23306

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