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H & B ELEVATORS 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameH & B ELEVATORS 401(K) RETIREMENT PLAN
Plan identification number 001

H & B ELEVATORS 401(K) RETIREMENT PLAN 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.
  • 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

EP ACQUISITION INC. DBA H & B ELEVATORS has sponsored the creation of one or more 401k plans.

Company Name:EP ACQUISITION INC. DBA H & B ELEVATORS
Employer identification number (EIN):800905875
NAIC Classification:333310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan H & B ELEVATORS 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01FRED POFERL2024-04-19 FRED POFERL2024-04-19
0012022-01-01FRED POFERL2023-02-28 FRED POFERL2023-02-28
0012021-01-01FRED POFERL2022-08-16 FRED POFERL2022-08-16
0012020-01-01FRED POFERL2021-07-13 FRED POFERL2021-07-13
0012019-01-01FRED POFERL2020-07-14 FRED POFERL2020-07-14
0012018-01-01FRED POFERL2019-02-27 FRED POFERL2019-02-27
0012017-01-01FRED POFERL2018-02-26 FRED POFERL2018-02-26
0012016-01-01FRED POFERL2017-05-31 FRED POFERL2017-05-31
0012015-01-01FRED POFERL2016-04-19 FRED POFERL2016-04-19
0012014-01-01FRED J POFERL2015-04-09 FRED J POFERL2015-04-09
0012013-03-20FRED POFERL2014-04-01 FRED POFERL2014-04-01

Financial Data on H & B ELEVATORS 401(K) RETIREMENT PLAN

Measure Date Value
2025 : H & B ELEVATORS 401(K) RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-210
Total liabilities as of the end of the plan year2025-08-210
Total liabilities as of the beginning of the plan year2025-08-210
Total expenses incurred by plan in this plan year2025-08-21375740
Net assets as of the end of the plan year2025-08-212224500
Total assets as of the beginning of the plan year2025-08-212235028
Value of plan covered by a fidelity bond2025-08-21300000
Participant contributions to plan in this plan year2025-08-2197772
Value of participant loans at end of plan year2025-08-2152168
Other expenses paid from plan in this plan year2025-08-210
Other contributions to plan in this plan year2025-08-210
Other income to plan in this plan year2025-08-21229890
Plan net income in this plan year2025-08-21-10528
Net assets as of the end of the plan year2025-08-212224500
Net assets as of the beginning of the plan year2025-08-212235028
Employer contributions to plan in this plan year2025-08-2137550
Fees paid to broker by Benefit Provider2025-08-219401
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-2122869
2024 : H & B ELEVATORS 401(K) RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-190
Total liabilities as of the end of the plan year2024-04-190
Total expenses incurred by plan in this plan year2024-04-19292528
Net assets as of the end of the plan year2024-04-192235028
Total assets as of the beginning of the plan year2024-04-192078848
Value of plan covered by a fidelity bond2024-04-19300000
Participant contributions to plan in this plan year2024-04-19111891
Value of participant loans at end of plan year2024-04-1924040
Other expenses paid from plan in this plan year2024-04-190
Other contributions to plan in this plan year2024-04-190
Other income to plan in this plan year2024-04-19306817
Plan net income in this plan year2024-04-19156180
Net assets as of the end of the plan year2024-04-192235028
Net assets as of the beginning of the plan year2024-04-192078848
Employer contributions to plan in this plan year2024-04-1930000
Fees paid to broker by Benefit Provider2024-04-198376
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-1920371

Potentially related plans

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