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PRESTI & NAEGELE RETIREMENT TRUST 401k Plan overview

Plan NamePRESTI & NAEGELE RETIREMENT TRUST
Plan identification number 001

PRESTI & NAEGELE RETIREMENT TRUST Benefits

401k Plan TypeDefined 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.
  • 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

PRESTI & NAEGELE has sponsored the creation of one or more 401k plans.

Company Name:PRESTI & NAEGELE
Employer identification number (EIN):112965470
NAIC Classification:541213
NAIC Description:Tax Preparation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRESTI & NAEGELE RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01STEVE GRGAS2024-06-03
0012022-01-01STEVE GRGAS2023-06-21
0012021-01-01STEVE GRGAS2022-10-08
0012021-01-01STEVE GRGAS2022-10-08
0012020-01-01STEVE GRGAS2021-10-14
0012019-01-01STEVE GRGAS2020-10-14
0012018-12-01STEVE GRGAS2019-10-08
0012014-01-01JOSEPH ROMANO2015-07-24 JOSEPH ROMANO2015-07-24
0012013-01-01JOSEPH ROMANO2014-07-08
0012012-01-01JOSEPH ROMANO2013-07-11 JOSEPH ROMANO2013-07-11
0012011-02-01JOSEPH ROMANO2012-07-12 JOSEPH ROMANO2012-07-12

Plan Statistics for PRESTI & NAEGELE RETIREMENT TRUST

401k plan membership statisitcs for PRESTI & NAEGELE RETIREMENT TRUST

Measure Date Value
2025: PRESTI & NAEGELE RETIREMENT TRUST 2025 401k membership
Total number of particpants at beginning of year2025-03-3173
Total number of particpants at end of year2025-03-310
Number of Participants With Account Balances2025-03-310
2024: PRESTI & NAEGELE RETIREMENT TRUST 2024 401k membership
Total number of particpants at beginning of year2024-06-0365
Total number of particpants at end of year2024-06-0369
Number of Participants With Account Balances2024-06-0364
2022: PRESTI & NAEGELE RETIREMENT TRUST 2022 401k membership
Total number of particpants at beginning of year2022-10-0844
Total number of particpants at end of year2022-10-0847
Number of Participants With Account Balances2022-10-0842

Financial Data on PRESTI & NAEGELE RETIREMENT TRUST

Measure Date Value
2025 : PRESTI & NAEGELE RETIREMENT TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-03-31-6195492
Total expenses incurred by plan in this plan year2025-03-31166174
Net assets as of the end of the plan year2025-03-310
Total assets as of the beginning of the plan year2025-03-315342973
Value of plan covered by a fidelity bond2025-03-31500000
Participant contributions to plan in this plan year2025-03-31322244
Value of participant loans at end of plan year2025-03-310
Other income to plan in this plan year2025-03-31696449
Plan net income in this plan year2025-03-31852519
Net assets as of the end of the plan year2025-03-310
Net assets as of the beginning of the plan year2025-03-315342973
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-3128895
2024 : PRESTI & NAEGELE RETIREMENT TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-0389012
Net assets as of the end of the plan year2024-06-035342973
Total assets as of the beginning of the plan year2024-06-033862773
Value of plan covered by a fidelity bond2024-06-03387000
Participant contributions to plan in this plan year2024-06-03538039
Value of participant loans at end of plan year2024-06-0319410
Other contributions to plan in this plan year2024-06-0370024
Other income to plan in this plan year2024-06-03961149
Plan net income in this plan year2024-06-031480200
Net assets as of the end of the plan year2024-06-035342973
Net assets as of the beginning of the plan year2024-06-033862773
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-0332477
2022 : PRESTI & NAEGELE RETIREMENT TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-0835052
Net assets as of the end of the plan year2022-10-084477911
Total assets as of the beginning of the plan year2022-10-083416840
Value of plan covered by a fidelity bond2022-10-08342000
Participant contributions to plan in this plan year2022-10-08403657
Value of participant loans at end of plan year2022-10-081808
Other contributions to plan in this plan year2022-10-08912
Other income to plan in this plan year2022-10-08691554
Plan net income in this plan year2022-10-081061071
Net assets as of the end of the plan year2022-10-084477911
Net assets as of the beginning of the plan year2022-10-083416840
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-0827962

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