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JOHN R BYERLY INC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameJOHN R BYERLY INC 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

JOHN R BYERLY INC 401 K PROFIT SHARING 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).
  • 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.
  • 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

JOHN R BYERLY INC has sponsored the creation of one or more 401k plans.

Company Name:JOHN R BYERLY INC
Employer identification number (EIN):953171284
NAIC Classification:541330
NAIC Description:Engineering Services

Additional information about JOHN R BYERLY INC

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0853592

More information about JOHN R BYERLY INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN R BYERLY INC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOHN R BYERLY INC2024-10-04
0012022-01-01JOHN R BYERLY INC2023-10-10
0012021-01-01JOHN R BYERLY INC2022-10-16
0012020-01-01JOHN R. BYERLY2021-12-03
0012018-01-01JOHN R BYERLY2019-10-15
0012017-01-01JOHN R BYERLY2019-10-15
0012016-01-01PATTY FESS2017-05-12
0012015-01-01PATTY FESS2016-06-27
0012014-01-01PATTY FESS2015-07-27
0012013-01-01PATTY FESS2014-07-08
0012011-01-01JOHN R BYERLY INC2012-06-08
0012010-01-01JOHN R BYERLY INC2011-05-04 JOHN R BYERLY INC2011-05-04

Plan Statistics for JOHN R BYERLY INC 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for JOHN R BYERLY INC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025: JOHN R BYERLY INC 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year2025-07-0932
Total number of particpants at end of year2025-07-0929
Number of Participants With Account Balances2025-07-0918
2024: JOHN R BYERLY INC 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year2024-10-0432
Total number of particpants at end of year2024-10-0431
Number of Participants With Account Balances2024-10-0423

Financial Data on JOHN R BYERLY INC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : JOHN R BYERLY INC 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-09114538
Net assets as of the end of the plan year2025-07-091070526
Total assets as of the beginning of the plan year2025-07-09987014
Value of plan covered by a fidelity bond2025-07-09110000
Participant contributions to plan in this plan year2025-07-09109458
Value of participant loans at end of plan year2025-07-0948520
Other income to plan in this plan year2025-07-0988592
Plan net income in this plan year2025-07-0983512
Net assets as of the end of the plan year2025-07-091070526
Net assets as of the beginning of the plan year2025-07-09987014
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-091354
2024 : JOHN R BYERLY INC 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-0437188
Net assets as of the end of the plan year2024-10-04987014
Total assets as of the beginning of the plan year2024-10-04811487
Value of plan covered by a fidelity bond2024-10-04500000
Participant contributions to plan in this plan year2024-10-04101149
Value of participant loans at end of plan year2024-10-0463549
Other expenses paid from plan in this plan year2024-10-040
Other income to plan in this plan year2024-10-0499968
Plan net income in this plan year2024-10-04175527
Net assets as of the end of the plan year2024-10-04987014
Net assets as of the beginning of the plan year2024-10-04811487
Employer contributions to plan in this plan year2024-10-0411598
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-044144

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