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JAMES EDWIN BATES JR 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameJAMES EDWIN BATES JR 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

JAMES EDWIN BATES JR 401(K) PROFIT SHARING PLAN & TRUST 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.
  • 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

JAMES EDWIN BATES JR has sponsored the creation of one or more 401k plans.

Company Name:JAMES EDWIN BATES JR
Employer identification number (EIN):823826795
NAIC Classification:541370
NAIC Description:Surveying and Mapping (except Geophysical) Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES EDWIN BATES JR 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01EDWARD ROJAS2024-05-07
0012022-01-01EDWARD ROJAS2023-04-14
0012021-01-01EDWARD ROJAS2022-04-29
0012020-01-01EDWARD ROJAS2021-10-07

Plan Statistics for JAMES EDWIN BATES JR 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for JAMES EDWIN BATES JR 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025: JAMES EDWIN BATES JR 401(K) PROFIT SHARING PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-04-296
Total number of particpants at end of year2025-04-291
Number of Participants With Account Balances2025-04-290
2024: JAMES EDWIN BATES JR 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-05-076
Total number of particpants at end of year2024-05-076
Number of Participants With Account Balances2024-05-071
2022: JAMES EDWIN BATES JR 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total number of particpants at beginning of year2022-04-296
Total number of particpants at end of year2022-04-296
Number of Participants With Account Balances2022-04-291

Financial Data on JAMES EDWIN BATES JR 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : JAMES EDWIN BATES JR 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-290
Total liabilities as of the end of the plan year2025-04-290
Total liabilities as of the beginning of the plan year2025-04-290
Total expenses incurred by plan in this plan year2025-04-2924386
Net assets as of the end of the plan year2025-04-290
Total assets as of the beginning of the plan year2025-04-2919279
Participant contributions to plan in this plan year2025-04-291836
Other expenses paid from plan in this plan year2025-04-290
Other contributions to plan in this plan year2025-04-290
Other income to plan in this plan year2025-04-291802
Plan net income in this plan year2025-04-29-19279
Net assets as of the end of the plan year2025-04-290
Net assets as of the beginning of the plan year2025-04-2919279
Employer contributions to plan in this plan year2025-04-291469
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-29208
2024 : JAMES EDWIN BATES JR 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-070
Total liabilities as of the end of the plan year2024-05-070
Total liabilities as of the beginning of the plan year2024-05-070
Total expenses incurred by plan in this plan year2024-05-0790
Net assets as of the end of the plan year2024-05-0719279
Total assets as of the beginning of the plan year2024-05-0712282
Participant contributions to plan in this plan year2024-05-072808
Other expenses paid from plan in this plan year2024-05-070
Other contributions to plan in this plan year2024-05-070
Other income to plan in this plan year2024-05-072033
Plan net income in this plan year2024-05-076997
Net assets as of the end of the plan year2024-05-0719279
Net assets as of the beginning of the plan year2024-05-0712282
Employer contributions to plan in this plan year2024-05-072246
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-0790
2022 : JAMES EDWIN BATES JR 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-290
Total liabilities as of the end of the plan year2022-04-290
Total liabilities as of the beginning of the plan year2022-04-290
Total expenses incurred by plan in this plan year2022-04-2911
Net assets as of the end of the plan year2022-04-298289
Total assets as of the beginning of the plan year2022-04-29182
Participant contributions to plan in this plan year2022-04-295626
Other expenses paid from plan in this plan year2022-04-290
Other contributions to plan in this plan year2022-04-290
Other income to plan in this plan year2022-04-29178
Plan net income in this plan year2022-04-298107
Net assets as of the end of the plan year2022-04-298289
Net assets as of the beginning of the plan year2022-04-29182
Employer contributions to plan in this plan year2022-04-292314
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-2911

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