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THE 401(K) PLAN 401k Plan overview

Plan NameTHE 401(K) PLAN
Plan identification number 001

THE 401(K) 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CCI INVESTMENT GROUP, INC. DBA ALLEN & PETERSEN has sponsored the creation of one or more 401k plans.

Company Name:CCI INVESTMENT GROUP, INC. DBA ALLEN & PETERSEN
Employer identification number (EIN):810635055
NAIC Classification:443141
NAIC Description:Household Appliance Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KYLE D MIRKA2024-09-19 KYLE D MIRKA2024-09-19
0012022-01-01KYLE DAVID MIRKA2023-10-13
0012021-01-01KYLE D. MIRKA2022-07-21 KYLE D. MIRKA2022-07-21
0012020-01-01KYLE D. MIRKA2021-05-27 KYLE D. MIRKA2021-05-27
0012019-01-01KYLE D. MIRKA2020-07-29 KYLE D. MIRKA2020-07-29
0012018-01-01KYLE D. MIRKA2019-07-08
0012017-01-01CHELSEA KELLY2018-08-01
0012016-01-01KENNY PETERSEN2017-10-04
0012015-01-01KENNY PETERSEN2016-05-31 KENNY PETERSEN2016-05-31
0012014-01-01KENNY PETERSON2015-07-06 KENNY PETERSEN2015-07-06
0012013-01-01KENNY PETERSON2014-08-12 KENNY PETERSEN2014-08-12
0012012-01-01KENNY PETERSEN2013-09-02
0012011-01-01KENNY PETERSEN2012-04-04 KENNY PETERSEN2012-04-04
0012010-01-01KENNY PETERSEN2011-10-12
0012009-01-01KENNETH F PETERSEN

Plan Statistics for THE 401(K) PLAN

401k plan membership statisitcs for THE 401(K) PLAN

Measure Date Value
2025: THE 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-1091
Total number of particpants at end of year2025-06-1089
Number of Participants With Account Balances2025-06-1069
2024: THE 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-1977
Total number of particpants at end of year2024-09-1991
Number of Participants With Account Balances2024-09-1968
2009: THE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0125
Total number of active participants reported on line 7a of the Form 55002009-01-0117
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0125
Number of participants with account balances2009-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE 401(K) PLAN

Measure Date Value
2025 : THE 401(K) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-06-100
Total expenses incurred by plan in this plan year2025-06-10183431
Net assets as of the end of the plan year2025-06-105566342
Total assets as of the beginning of the plan year2025-06-104482556
Value of plan covered by a fidelity bond2025-06-10500000
Participant contributions to plan in this plan year2025-06-10288342
Value of participant loans at end of plan year2025-06-1057278
Other contributions to plan in this plan year2025-06-1066024
Other income to plan in this plan year2025-06-10741816
Plan net income in this plan year2025-06-101083786
Net assets as of the end of the plan year2025-06-105566342
Net assets as of the beginning of the plan year2025-06-104482556
Employer contributions to plan in this plan year2025-06-10171035
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-1021325
2024 : THE 401(K) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-09-190
Total expenses incurred by plan in this plan year2024-09-1944196
Net assets as of the end of the plan year2024-09-194482556
Total assets as of the beginning of the plan year2024-09-193407566
Value of plan covered by a fidelity bond2024-09-19300155
Participant contributions to plan in this plan year2024-09-19256991
Value of participant loans at end of plan year2024-09-1949129
Other income to plan in this plan year2024-09-19711496
Plan net income in this plan year2024-09-191074990
Net assets as of the end of the plan year2024-09-194482556
Net assets as of the beginning of the plan year2024-09-193407566
Employer contributions to plan in this plan year2024-09-19150699
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-1919273
2009 : THE 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE 401(K) PLAN

2009: THE 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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