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CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameCONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST
Plan identification number 001

CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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

R.G.M. AND ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:R.G.M. AND ASSOCIATES
Employer identification number (EIN):943027280
NAIC Classification:236200

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
0012022-01-01JOHN CAPUTO2022-12-22 JOHN CAPUTO2022-12-22
0012021-01-01JOHN CAPUTO2022-05-13 JOHN CAPUTO2022-05-13
0012020-01-01JOHN CAPUTO2021-05-11 JOHN CAPUTO2021-05-11
0012019-01-01JOHN CAPUTO2020-05-12 JOHN CAPUTO2020-05-12
0012018-01-01JOHN CAPUTO2019-05-28 JOHN CAPUTO2019-05-28
0012017-01-01KAREN UCHACZ2018-06-01
0012016-01-01KAREN UCHACZ2017-06-13 KAREN UCHACZ2017-06-13
0012015-01-01EVELYN WOLTER2016-06-30 EVELYN WOLTER2016-06-30
0012014-01-01EVELYN WOLTER2015-07-01 EVELYN WOLTER2015-07-01
0012013-01-01EVELYN WOLTER2014-07-03 EVELYN WOLTER2014-07-03
0012012-01-01JOHN CAPUTO2013-10-14 JOHN CAPUTO2013-10-14
0012011-01-01JOHN CAPUTO2013-10-14 JOHN CAPUTO2013-10-14
0012010-01-01ALVIDA VEIT2011-07-28

Financial Data on CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST

Measure Date Value
2022 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-130
Total liabilities as of the end of the plan year2022-05-130
Total liabilities as of the beginning of the plan year2022-05-130
Total expenses incurred by plan in this plan year2022-05-130
Net assets as of the end of the plan year2022-05-1336020
Total assets as of the beginning of the plan year2022-05-1334900
Value of plan covered by a fidelity bond2022-05-1310000
Participant contributions to plan in this plan year2022-05-130
Other expenses paid from plan in this plan year2022-05-130
Other contributions to plan in this plan year2022-05-130
Other income to plan in this plan year2022-05-131120
Plan net income in this plan year2022-05-131120
Net assets as of the end of the plan year2022-05-1336020
Net assets as of the beginning of the plan year2022-05-1334900
Value of funding deficiency2022-05-130
Value of employer contributions paid2022-05-130
Employer contributions to plan in this plan year2022-05-130
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-130

Potentially related plans

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