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CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameCONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST
Plan identification number 002

CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 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).
  • Money purchase (other than target benefit)
  • Profit-sharing
  • 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

PUEBLO DIVERSIFIED INDUSTRIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:PUEBLO DIVERSIFIED INDUSTRIES, INC.
Employer identification number (EIN):840575987
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01HEATHER KERSTEN2024-05-21 HEATHER KERSTEN2024-05-21
0022022-01-01HEATHER KERSTEN2023-05-03 HEATHER KERSTEN2023-05-03
0022021-01-01HEATHER KERSTEN2022-06-09 HEATHER KERSTEN2022-06-09
0022020-01-01HEATHER KERSTEN2021-08-26
0022020-01-01HEATHER KERSTEN2021-10-14 HEATHER KERSTEN2021-10-14
0022019-01-01LORI WEINBERG2020-09-01 LORI WEINBERG2020-09-01
0022018-01-01PETER MCCARTHY2019-06-03 PETER MCCARTHY2019-06-03
0022017-01-01PETER MCCARTHY2018-06-13 PETER MCCARTHY2018-06-13
0022016-01-01PETER MCCARTHY2017-06-19 PETER MCCARTHY2017-06-19
0022015-01-01PETER MCCARTHY2016-07-06 PETER MCCARTHY2016-07-06
0022013-01-01PETER MCCARTHY2014-07-07
0022012-01-01DANE EMMEL2013-06-18 DANE EMMEL2013-06-18
0022011-01-01DANE EMMEL2012-09-07 DANE EMMEL2012-09-07
0022010-04-01DANE EMMEL2011-07-29

Plan Statistics for CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST

401k plan membership statisitcs for CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST

Measure Date Value
2025: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-07-0384
Total number of particpants at end of year2025-07-03106
Number of Participants With Account Balances2025-07-03106
2024: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-05-2144
Total number of particpants at end of year2024-05-2184
Number of Participants With Account Balances2024-05-2184
2022: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2022 401k membership
Total number of particpants at beginning of year2022-06-0952
Total number of particpants at end of year2022-06-0943
Number of Participants With Account Balances2022-06-0943

Financial Data on CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST

Measure Date Value
2025 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-037345
Net assets as of the end of the plan year2025-07-03349093
Total assets as of the beginning of the plan year2025-07-03288733
Value of plan covered by a fidelity bond2025-07-0330000
Other income to plan in this plan year2025-07-0314572
Plan net income in this plan year2025-07-0360360
Net assets as of the end of the plan year2025-07-03349093
Net assets as of the beginning of the plan year2025-07-03288733
Employer contributions to plan in this plan year2025-07-0353133
2024 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-210
Total liabilities as of the end of the plan year2024-05-210
Total liabilities as of the beginning of the plan year2024-05-210
Total expenses incurred by plan in this plan year2024-05-2116381
Net assets as of the end of the plan year2024-05-21288733
Total assets as of the beginning of the plan year2024-05-21237419
Value of plan covered by a fidelity bond2024-05-2130000
Participant contributions to plan in this plan year2024-05-210
Other expenses paid from plan in this plan year2024-05-210
Other contributions to plan in this plan year2024-05-210
Other income to plan in this plan year2024-05-2116135
Plan net income in this plan year2024-05-2151314
Net assets as of the end of the plan year2024-05-21288733
Net assets as of the beginning of the plan year2024-05-21237419
Employer contributions to plan in this plan year2024-05-2151560
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-210
2022 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-090
Total liabilities as of the end of the plan year2022-06-090
Total liabilities as of the beginning of the plan year2022-06-090
Total expenses incurred by plan in this plan year2022-06-0934244
Net assets as of the end of the plan year2022-06-09263231
Total assets as of the beginning of the plan year2022-06-09288143
Value of plan covered by a fidelity bond2022-06-0930000
Participant contributions to plan in this plan year2022-06-090
Other expenses paid from plan in this plan year2022-06-090
Other contributions to plan in this plan year2022-06-090
Other income to plan in this plan year2022-06-096596
Plan net income in this plan year2022-06-09-24912
Net assets as of the end of the plan year2022-06-09263231
Net assets as of the beginning of the plan year2022-06-09288143
Employer contributions to plan in this plan year2022-06-092736
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-090

Potentially related plans

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