| Plan Name | TRUE VALUE 401(K) PLAN & TRUST |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | GUTIERREZ ENTERPRISES, INC. |
| Employer identification number (EIN): | 680095345 |
| NAIC Classification: | 444130 |
| NAIC Description: | Hardware Stores |
Additional information about GUTIERREZ ENTERPRISES, INC.
| Jurisdiction of Incorporation: | California Department of State |
| Incorporation Date: | 1986-04-28 |
| Company Identification Number: | C1530360 |
| Legal Registered Office Address: |
4571 Missouri Flat Road Placerville United States of America (USA) 95667 |
More information about GUTIERREZ ENTERPRISES, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | JEFFREY R. GUTIERREZ | 2024-05-31 | ||
| 002 | 2022-01-01 | JEFFREY R. GUTIERREZ | 2023-06-30 | ||
| 002 | 2021-01-01 | JEFFREY R. GUTIERREZ | 2022-10-05 | ||
| 002 | 2020-01-01 | JEFFREY R. GUTIERREZ | 2021-10-12 | ||
| 002 | 2019-01-01 | JEFFREY R. GUTIERREZ | 2020-10-06 | ||
| 002 | 2018-01-01 | JEFFREY R. GUTIERREZ | 2019-06-25 | ||
| 002 | 2017-01-01 | JEFF GUTIERREZ | 2018-07-02 | ||
| 002 | 2016-01-01 | JEFF GUTIERREZ | 2017-07-18 | ||
| 002 | 2015-01-01 | JEFF JACOBSTEIN | 2016-07-16 | ||
| 002 | 2014-01-01 | CANDACE GUTIERREZ | 2015-08-07 | ||
| 002 | 2013-01-01 | CANDACE GUTIERREZ | 2014-06-27 |
| Measure | Date | Value |
|---|---|---|
| 2025 : TRUE VALUE 401(K) PLAN & TRUST 2025 401k financial data | ||
| Total liabilities as of the end of the plan year | 2025-07-30 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-30 | 58 |
| Total expenses incurred by plan in this plan year | 2025-07-30 | 58751 |
| Net assets as of the end of the plan year | 2025-07-30 | 903940 |
| Total assets as of the beginning of the plan year | 2025-07-30 | 758037 |
| Value of plan covered by a fidelity bond | 2025-07-30 | 300000 |
| Participant contributions to plan in this plan year | 2025-07-30 | 86913 |
| Value of participant loans at end of plan year | 2025-07-30 | 26523 |
| Other income to plan in this plan year | 2025-07-30 | 95370 |
| Plan net income in this plan year | 2025-07-30 | 145961 |
| Net assets as of the end of the plan year | 2025-07-30 | 903940 |
| Net assets as of the beginning of the plan year | 2025-07-30 | 757979 |
| Employer contributions to plan in this plan year | 2025-07-30 | 22429 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-30 | 8039 |
| 2024 : TRUE VALUE 401(K) PLAN & TRUST 2024 401k financial data | ||
| Total liabilities as of the end of the plan year | 2024-05-31 | 58 |
| Total liabilities as of the beginning of the plan year | 2024-05-31 | 151 |
| Total expenses incurred by plan in this plan year | 2024-05-31 | 83235 |
| Net assets as of the end of the plan year | 2024-05-31 | 758037 |
| Total assets as of the beginning of the plan year | 2024-05-31 | 630947 |
| Value of plan covered by a fidelity bond | 2024-05-31 | 300000 |
| Participant contributions to plan in this plan year | 2024-05-31 | 82101 |
| Value of participant loans at end of plan year | 2024-05-31 | 40804 |
| Other income to plan in this plan year | 2024-05-31 | 109212 |
| Plan net income in this plan year | 2024-05-31 | 127183 |
| Net assets as of the end of the plan year | 2024-05-31 | 757979 |
| Net assets as of the beginning of the plan year | 2024-05-31 | 630796 |
| Employer contributions to plan in this plan year | 2024-05-31 | 19105 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-31 | 8267 |
| 2022 : TRUE VALUE 401(K) PLAN & TRUST 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-10-05 | 8407 |
| Net assets as of the end of the plan year | 2022-10-05 | 660815 |
| Total assets as of the beginning of the plan year | 2022-10-05 | 480365 |
| Value of plan covered by a fidelity bond | 2022-10-05 | 300000 |
| Participant contributions to plan in this plan year | 2022-10-05 | 34478 |
| Value of participant loans at end of plan year | 2022-10-05 | 3520 |
| Other income to plan in this plan year | 2022-10-05 | 87574 |
| Plan net income in this plan year | 2022-10-05 | 180450 |
| Net assets as of the end of the plan year | 2022-10-05 | 660815 |
| Net assets as of the beginning of the plan year | 2022-10-05 | 480365 |
| Employer contributions to plan in this plan year | 2022-10-05 | 66805 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-05 | 5250 |