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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
  • 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.
  • 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

SMITH-EMERY LABORATORIES has sponsored the creation of one or more 401k plans.

Company Name:SMITH-EMERY LABORATORIES
Employer identification number (EIN):954745125
NAIC Classification:541380
NAIC Description:Testing Laboratories

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
0022023-01-01JAMES E. PARTRIDGE2024-06-19
0022022-01-01JAMES E. PARTRIDGE2023-04-28 JAMES E. PARTRIDGE2023-04-28
0022021-01-01JAMES E. PARTRIDGE2022-07-25 JAMES E. PARTRIDGE2022-07-25
0022020-01-01JAMES E. PARTRIDGE2022-04-13 JAMES E. PARTRIDGE2022-04-13
0022019-01-01JAMES E. PARTRIDGE2020-07-30 JAMES E. PARTRIDGE2020-07-30
0022018-01-01JAMES E. PARTRIDGE2019-07-17 JAMES E. PARTRIDGE2019-07-17
0022017-01-01JAMES E. PARTRIDGE2018-07-02 JAMES E. PARTRIDGE2018-07-02
0022016-01-01JAMES E. PARTRIDGE2017-09-27 JAMES E. PARTRIDGE2017-09-27
0022015-01-01JAMES E. PARTRIDGE2016-07-12 JAMES E. PARTRIDGE2016-07-12
0022014-01-01JAMES E. PARTRIDGE2015-07-29
0022013-01-01JAMES E. PARTRIDGE2014-07-29 JAMES E. PARTRIDGE2014-07-29
0022012-01-01JAMES E. PARTRIDGE2013-07-29
0022011-01-01JAMES E. PARTRIDGE2012-07-16
0022010-01-01JAMES E. PARTRIDGE2011-07-26

Financial Data on CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST

Measure Date Value
2025 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2025 401k financial data
Net assets as of the end of the plan year2025-09-15513620
Total assets as of the beginning of the plan year2025-09-15482821
Value of plan covered by a fidelity bond2025-09-1550000
Other income to plan in this plan year2025-09-1530799
Plan net income in this plan year2025-09-1530799
Net assets as of the end of the plan year2025-09-15513620
Net assets as of the beginning of the plan year2025-09-15482821
2024 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 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 year2024-06-1936285
Net assets as of the end of the plan year2024-06-19482821
Total assets as of the beginning of the plan year2024-06-19456445
Value of plan covered by a fidelity bond2024-06-1950000
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 year2024-06-1958807
Plan net income in this plan year2024-06-1926376
Net assets as of the end of the plan year2024-06-19482821
Net assets as of the beginning of the plan year2024-06-19456445
Employer contributions to plan in this plan year2024-06-193854
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-190
2022 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-250
Total liabilities as of the end of the plan year2022-07-250
Total liabilities as of the beginning of the plan year2022-07-250
Total expenses incurred by plan in this plan year2022-07-2541039
Net assets as of the end of the plan year2022-07-25555623
Total assets as of the beginning of the plan year2022-07-25545223
Value of plan covered by a fidelity bond2022-07-25100000
Participant contributions to plan in this plan year2022-07-250
Other expenses paid from plan in this plan year2022-07-250
Other contributions to plan in this plan year2022-07-250
Other income to plan in this plan year2022-07-2541663
Plan net income in this plan year2022-07-2510400
Net assets as of the end of the plan year2022-07-25555623
Net assets as of the beginning of the plan year2022-07-25545223
Employer contributions to plan in this plan year2022-07-259776
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-250

Potentially related plans

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