401k Plan data: C. M. BIDWELL & ASSOCIATES, LTD. RETIREMENT TRUST plan

C. M. BIDWELL & ASSOCIATES, LTD. RETIREMENT TRUST 401k Plan overview

Plan Name	C. M. BIDWELL & ASSOCIATES, LTD. RETIREMENT TRUST
Plan identification number	003

C. M. BIDWELL & ASSOCIATES, LTD. RETIREMENT TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

C. M. BIDWELL & ASSOCIATES, LTD. has sponsored the creation of one or more 401k plans.

Company Name: C. M. BIDWELL & ASSOCIATES, LTD.

Employer identification number (EIN): 990185916

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan C. M. BIDWELL & ASSOCIATES, LTD. RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 KEVIN BOERCKER 2024-05-03
003 2022-01-01 NIALL KILCOMMONS 2023-06-23 NIALL KILCOMMONS 2023-06-23
003 2021-01-01 DEBRA CHUN 2022-05-23 DEBRA CHUN 2022-05-23
003 2020-01-01 DEBRA CHUN 2021-06-10 DEBRA CHUN 2021-06-10
003 2019-01-01 DEBRA CHUN 2020-07-28 DEBRA CHUN 2020-07-28
003 2018-01-01 DEBRA CHUN 2019-07-02 DEBRA CHUN 2019-07-02
003 2017-01-01 DEBRA CHUN 2018-09-21 DEBRA CHUN 2018-09-21
003 2016-01-01 DEBRA CHUN 2017-10-12 DEBRA CHUN 2017-10-12
003 2015-01-01 DEBRA CHUN 2016-09-19 DEBRA CHUN 2016-09-19
003 2014-01-01 DEBRA CHUN 2015-07-08 DEBRA CHUN 2015-07-08
003 2013-01-01 DEBRA CHUN 2014-07-17 DEBRA CHUN 2014-07-17
003 2012-01-01 DEBRA C. CHUN 2013-06-29 DEBRA C. CHUN 2013-06-29
003 2011-01-01 DEBRA C. CHUN 2012-07-05 DEBRA C. CHUN 2012-07-05
003 2010-01-01 DEBRA C. CHUN 2011-07-05 DEBRA C. CHUN 2011-07-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01	KEVIN BOERCKER	2024-05-03
003	2022-01-01	NIALL KILCOMMONS	2023-06-23	NIALL KILCOMMONS	2023-06-23
003	2021-01-01	DEBRA CHUN	2022-05-23	DEBRA CHUN	2022-05-23
003	2020-01-01	DEBRA CHUN	2021-06-10	DEBRA CHUN	2021-06-10
003	2019-01-01	DEBRA CHUN	2020-07-28	DEBRA CHUN	2020-07-28
003	2018-01-01	DEBRA CHUN	2019-07-02	DEBRA CHUN	2019-07-02
003	2017-01-01	DEBRA CHUN	2018-09-21	DEBRA CHUN	2018-09-21
003	2016-01-01	DEBRA CHUN	2017-10-12	DEBRA CHUN	2017-10-12
003	2015-01-01	DEBRA CHUN	2016-09-19	DEBRA CHUN	2016-09-19
003	2014-01-01	DEBRA CHUN	2015-07-08	DEBRA CHUN	2015-07-08
003	2013-01-01	DEBRA CHUN	2014-07-17	DEBRA CHUN	2014-07-17
003	2012-01-01	DEBRA C. CHUN	2013-06-29	DEBRA C. CHUN	2013-06-29
003	2011-01-01	DEBRA C. CHUN	2012-07-05	DEBRA C. CHUN	2012-07-05
003	2010-01-01	DEBRA C. CHUN	2011-07-05	DEBRA C. CHUN	2011-07-05

Financial Data on C. M. BIDWELL & ASSOCIATES, LTD. RETIREMENT TRUST

Measure	Date	Value
2025 : C. M. BIDWELL & ASSOCIATES, LTD. RETIREMENT TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-04-21	406
Net assets as of the end of the plan year	2025-04-21	5072172
Total assets as of the beginning of the plan year	2025-04-21	4557238
Value of plan covered by a fidelity bond	2025-04-21	500000
Participant contributions to plan in this plan year	2025-04-21	53500
Other income to plan in this plan year	2025-04-21	445234
Plan net income in this plan year	2025-04-21	514934
Net assets as of the end of the plan year	2025-04-21	5072172
Net assets as of the beginning of the plan year	2025-04-21	4557238
Employer contributions to plan in this plan year	2025-04-21	16606
Expensese paid to adminstrative service provicers from plan in this plan year	2025-04-21	150
2024 : C. M. BIDWELL & ASSOCIATES, LTD. RETIREMENT TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-05-03	1019775
Net assets as of the end of the plan year	2024-05-03	4557238
Total assets as of the beginning of the plan year	2024-05-03	4870786
Value of plan covered by a fidelity bond	2024-05-03	500000
Participant contributions to plan in this plan year	2024-05-03	52500
Other income to plan in this plan year	2024-05-03	638334
Plan net income in this plan year	2024-05-03	-313548
Net assets as of the end of the plan year	2024-05-03	4557238
Net assets as of the beginning of the plan year	2024-05-03	4870786
Employer contributions to plan in this plan year	2024-05-03	15393
Expensese paid to adminstrative service provicers from plan in this plan year	2024-05-03	150
2022 : C. M. BIDWELL & ASSOCIATES, LTD. RETIREMENT TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-05-23	0
Net assets as of the end of the plan year	2022-05-23	5557148
Total assets as of the beginning of the plan year	2022-05-23	4855837
Value of plan covered by a fidelity bond	2022-05-23	485600
Participant contributions to plan in this plan year	2022-05-23	68849
Other income to plan in this plan year	2022-05-23	612842
Plan net income in this plan year	2022-05-23	701311
Net assets as of the end of the plan year	2022-05-23	5557148
Net assets as of the beginning of the plan year	2022-05-23	4855837
Employer contributions to plan in this plan year	2022-05-23	19620

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Company Name:	C. M. BIDWELL & ASSOCIATES, LTD.
Employer identification number (EIN):	990185916
NAIC Classification:	523900