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THE CONTRACTORS RETIREMENT PLAN 401k Plan overview

Plan NameTHE CONTRACTORS RETIREMENT PLAN
Plan identification number 001

THE CONTRACTORS 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.
  • 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

CLEARVIEW MECHANICAL INC has sponsored the creation of one or more 401k plans.

Company Name:CLEARVIEW MECHANICAL INC
Employer identification number (EIN):911694734
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CONTRACTORS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MONICA MACE2024-06-19 CLEARVIEW MECHANICAL INC2024-06-19

Financial Data on THE CONTRACTORS RETIREMENT PLAN

Measure Date Value
2025 : THE CONTRACTORS RETIREMENT PLAN 2025 401k financial data
Net assets as of the end of the plan year2025-08-20274776
Total assets as of the beginning of the plan year2025-08-2015423
Value of plan covered by a fidelity bond2025-08-2010000
Other income to plan in this plan year2025-08-201361
Plan net income in this plan year2025-08-20259353
Net assets as of the end of the plan year2025-08-20274776
Net assets as of the beginning of the plan year2025-08-2015423
Employer contributions to plan in this plan year2025-08-20257992
Total transfers to/from plan in this plan year2025-08-010
Total liabilities as of the end of the plan year2025-08-0117960
Total liabilities as of the beginning of the plan year2025-08-010
Total expenses incurred by plan in this plan year2025-08-010
Net assets as of the end of the plan year2025-08-01324457
Total assets as of the beginning of the plan year2025-08-0115423
Value of plan covered by a fidelity bond2025-08-0110000
Participant contributions to plan in this plan year2025-08-010
Other expenses paid from plan in this plan year2025-08-010
Other contributions to plan in this plan year2025-08-010
Other income to plan in this plan year2025-08-010
Plan net income in this plan year2025-08-01291074
Net assets as of the end of the plan year2025-08-01306497
Net assets as of the beginning of the plan year2025-08-0115423
Employer contributions to plan in this plan year2025-08-01291074
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-010
2024 : THE CONTRACTORS RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-190
Total liabilities as of the end of the plan year2024-06-190
Total liabilities as of the beginning of the plan year2024-06-190
Total expenses incurred by plan in this plan year2024-06-190
Net assets as of the end of the plan year2024-06-1915423
Total assets as of the beginning of the plan year2024-06-190
Value of plan covered by a fidelity bond2024-06-1910000
Participant contributions to plan in this plan year2024-06-190
Other expenses paid from plan in this plan year2024-06-190
Other contributions to plan in this plan year2024-06-190
Other income to plan in this plan year2024-06-19301
Plan net income in this plan year2024-06-1915423
Net assets as of the end of the plan year2024-06-1915423
Net assets as of the beginning of the plan year2024-06-190
Employer contributions to plan in this plan year2024-06-1915122
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-190

Potentially related plans

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