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C & W ACQUISITIONS, LLC 401(K) PLAN 401k Plan overview

Plan NameC & W ACQUISITIONS, LLC 401(K) PLAN
Plan identification number 001

C & W ACQUISITIONS, LLC 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.
  • Plan covering Self-Employed individuals.
  • 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

C & W ACQUISITIONS, LLC has sponsored the creation of one or more 401k plans.

Company Name:C & W ACQUISITIONS, LLC
Employer identification number (EIN):812525282
NAIC Classification:333900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan C & W ACQUISITIONS, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01JEREMY ROTE
0012023-01-01
0012023-01-01JEREMY ROTE
0012022-01-01
0012022-01-01JEREMY ROTE
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01

Plan Statistics for C & W ACQUISITIONS, LLC 401(K) PLAN

401k plan membership statisitcs for C & W ACQUISITIONS, LLC 401(K) PLAN

Measure Date Value
2023: C & W ACQUISITIONS, LLC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0159
Total number of active participants reported on line 7a of the Form 55002023-01-0167
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-013
Total of all active and inactive participants2023-01-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0170
Number of participants with account balances2023-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-014
2022: C & W ACQUISITIONS, LLC 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-09-2245
Total number of particpants at end of year2022-09-2254
Number of Participants With Account Balances2022-09-2236
Total participants, beginning-of-year2022-01-0154
Total number of active participants reported on line 7a of the Form 55002022-01-0159
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-0159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0159
Number of participants with account balances2022-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010

Financial Data on C & W ACQUISITIONS, LLC 401(K) PLAN

Measure Date Value
2023 : C & W ACQUISITIONS, LLC 401(K) PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$723,330
Expenses. Total of all expenses incurred2023-12-31$176,668
Benefits paid (including direct rollovers)2023-12-31$165,459
Total plan assets at end of year2023-12-31$1,913,817
Total plan assets at beginning of year2023-12-31$1,367,155
Value of fidelity bond covering the plan2023-12-31$250,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$274,000
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$83,589
Other income received2023-12-31$200,448
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$546,662
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,913,817
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,367,155
Assets. Value of participant loans2023-12-31$42,718
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$165,293
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$11,209
2022 : C & W ACQUISITIONS, LLC 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$148,393
Expenses. Total of all expenses incurred2022-12-31$26,033
Benefits paid (including direct rollovers)2022-12-31$12,388
Total plan assets at end of year2022-12-31$1,367,155
Total plan assets at beginning of year2022-12-31$1,244,795
Value of fidelity bond covering the plan2022-12-31$125,000
Total contributions received or receivable from participants2022-12-31$212,604
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$2,212
Other income received2022-12-31$-163,515
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$122,360
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,367,155
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,244,795
Assets. Value of participant loans2022-12-31$25,762
Total contributions received or receivable from employer(s)2022-12-31$97,092
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$13,645
Total expenses incurred by plan in this plan year2022-09-22381830
Net assets as of the end of the plan year2022-09-221244795
Total assets as of the beginning of the plan year2022-09-221373011
Value of plan covered by a fidelity bond2022-09-22125000
Participant contributions to plan in this plan year2022-09-22112027
Value of participant loans at end of plan year2022-09-2214516
Other expenses paid from plan in this plan year2022-09-221597
Other income to plan in this plan year2022-09-22126632
Plan net income in this plan year2022-09-22-128216
Net assets as of the end of the plan year2022-09-221244795
Net assets as of the beginning of the plan year2022-09-221373011
Employer contributions to plan in this plan year2022-09-2214955
Fees paid to broker by Benefit Provider2022-09-225354

Form 5500 Responses for C & W ACQUISITIONS, LLC 401(K) PLAN

2023: C & W ACQUISITIONS, LLC 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: C & W ACQUISITIONS, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number817353
Policy instance 1
Insurance contract or identification number817353
Number of Individuals Covered35
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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