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PHOENIX BOATS 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NamePHOENIX BOATS 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

PHOENIX BOATS 401(K) PROFIT SHARING PLAN & 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.
  • 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

CJBBB, INC. D/B/A PHOENIX BOATS has sponsored the creation of one or more 401k plans.

Company Name:CJBBB, INC. D/B/A PHOENIX BOATS
Employer identification number (EIN):260383508
NAIC Classification:441222
NAIC Description:Boat Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHOENIX BOATS 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TERESA JOHNSON2024-04-04
0012022-01-01TERESA JOHNSON2023-10-03
0012021-01-01TERESA JOHNSON2022-10-14
0012021-01-01TERESA JOHNSON2022-10-14
0012020-01-01TERESA JOHNSON2021-10-14
0012019-01-01TERESA JOHNSON2020-10-09
0012018-01-01TERESA JOHNSON2019-07-24
0012017-01-01TERESA JOHNSON2018-09-11
0012016-01-01TERESA JOHNSON2017-04-17
0012015-01-01TERESA JOHNSON2016-07-28

Plan Statistics for PHOENIX BOATS 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for PHOENIX BOATS 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025: PHOENIX BOATS 401(K) PROFIT SHARING PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-05-06134
Total number of particpants at end of year2025-05-06141
Number of Participants With Account Balances2025-05-06117
2024: PHOENIX BOATS 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-04-04127
Total number of particpants at end of year2024-04-04127
Number of Participants With Account Balances2024-04-04104

Financial Data on PHOENIX BOATS 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : PHOENIX BOATS 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-0683197
Net assets as of the end of the plan year2025-05-063098941
Total assets as of the beginning of the plan year2025-05-062312050
Value of plan covered by a fidelity bond2025-05-0612062
Participant contributions to plan in this plan year2025-05-06350335
Other income to plan in this plan year2025-05-06315353
Plan net income in this plan year2025-05-06786891
Net assets as of the end of the plan year2025-05-063098941
Net assets as of the beginning of the plan year2025-05-062312050
Employer contributions to plan in this plan year2025-05-06204400
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-06605
2024 : PHOENIX BOATS 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-04-0487093
Net assets as of the end of the plan year2024-04-042312050
Total assets as of the beginning of the plan year2024-04-041615293
Participant contributions to plan in this plan year2024-04-04307926
Other income to plan in this plan year2024-04-04301406
Plan net income in this plan year2024-04-04696757
Net assets as of the end of the plan year2024-04-042312050
Net assets as of the beginning of the plan year2024-04-041615293
Employer contributions to plan in this plan year2024-04-04174518
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-04325

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