401k Plan data: CREDERE 401(K) PLAN plan

CREDERE 401(K) PLAN 401k Plan overview

Plan Name	CREDERE 401(K) PLAN
Plan identification number	001

CREDERE 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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.
Plan covering Self-Employed individuals.
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

CREDERE ASSOCIATES, LLC. has sponsored the creation of one or more 401k plans.

Company Name: CREDERE ASSOCIATES, LLC.

Employer identification number (EIN): 261102597

NAIC Classification: 541330
NAIC Description: Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CREDERE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 THERESA PATTEN 2023-06-30
001 2021-01-01 THERESA PATTEN 2022-06-03
001 2020-01-01 THERESA PATTEN 2021-05-20
001 2018-01-01 THERESA PATTEN 2019-05-14
001 2017-01-01 THERESA PATTEN 2018-05-04
001 2016-01-01 THERESA PATTEN 2017-06-06
001 2015-01-01 THERESA PATTEN 2016-06-12
001 2014-01-01 THERESA PATTEN 2015-06-09
001 2013-01-01 THERESA PATTEN 2014-06-25
001 2012-01-01 THERESA PATTEN 2013-06-26
001 2011-01-01 THERESA PATTEN 2012-07-12 THERESA PATTEN 2012-07-12
001 2010-01-01 THERESA PATTEN 2011-06-20 THERESA PATTEN 2011-06-20
001 2008-05-01 THERESA PATTEN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	THERESA PATTEN	2023-06-30
001	2021-01-01	THERESA PATTEN	2022-06-03
001	2020-01-01	THERESA PATTEN	2021-05-20
001	2018-01-01	THERESA PATTEN	2019-05-14
001	2017-01-01	THERESA PATTEN	2018-05-04
001	2016-01-01	THERESA PATTEN	2017-06-06
001	2015-01-01	THERESA PATTEN	2016-06-12
001	2014-01-01	THERESA PATTEN	2015-06-09
001	2013-01-01	THERESA PATTEN	2014-06-25
001	2012-01-01	THERESA PATTEN	2013-06-26
001	2011-01-01	THERESA PATTEN	2012-07-12	THERESA PATTEN	2012-07-12
001	2010-01-01	THERESA PATTEN	2011-06-20	THERESA PATTEN	2011-06-20
001	2008-05-01	THERESA PATTEN

Plan Statistics for CREDERE 401(K) PLAN

401k plan membership statisitcs for CREDERE 401(K) PLAN

Measure Date Value
2008: CREDERE 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year 2008-05-01 5
Total number of active participants reported on line 7a of the Form 5500 2008-05-01 5
Number of retired or separated participants receiving benefits 2008-05-01 0
Number of other retired or separated participants entitled to future benefits 2008-05-01 1
Total of all active and inactive participants 2008-05-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-05-01 0
Total participants 2008-05-01 6
Number of participants with account balances 2008-05-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-05-01 0

Measure	Date	Value
2008: CREDERE 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year	2008-05-01	5
Total number of active participants reported on line 7a of the Form 5500	2008-05-01	5
Number of retired or separated participants receiving benefits	2008-05-01	0
Number of other retired or separated participants entitled to future benefits	2008-05-01	1
Total of all active and inactive participants	2008-05-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-05-01	0
Total participants	2008-05-01	6
Number of participants with account balances	2008-05-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-05-01	0

Financial Data on CREDERE 401(K) PLAN

Measure	Date	Value
2008 : CREDERE 401(K) PLAN 2008 401k financial data
Total income from all sources	2008-12-31	$21,788
Expenses. Total of all expenses incurred	2008-12-31	$1,360
Benefits paid (including direct rollovers)	2008-12-31	$1,358
Total plan assets at end of year	2008-12-31	$20,428
Total plan assets at beginning of year	2008-12-31	$0
Total contributions received or receivable from participants	2008-12-31	$20,782
Other income received	2008-12-31	$-4,310
Net income (gross income less expenses)	2008-12-31	$20,428
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$20,428
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$0
Total contributions received or receivable from employer(s)	2008-12-31	$5,316
Expenses. Administrative service providers (salaries,fees and commissions)	2008-12-31	$2

Form 5500 Responses for CREDERE 401(K) PLAN

2008: CREDERE 401(K) PLAN 2008 form 5500 responses
2008-05-01	Type of plan entity	Single employer plan
2008-05-01	First time form 5500 has been submitted	Yes
2008-05-01	Submission has been amended	Yes
2008-05-01	This submission is the final filing	No
2008-05-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2008-05-01	Plan is a collectively bargained plan	No
2008-05-01	Plan funding arrangement – Insurance	Yes
2008-05-01	Plan funding arrangement – Trust	Yes
2008-05-01	Plan benefit arrangement – Insurance	Yes
2008-05-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

39345

Policy instance

Insurance contract or identification number	39345
Number of Individuals Covered	6
Insurance policy start date	1928-05-01
Insurance policy end date	2008-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $490
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	CREDERE ASSOCIATES, LLC.
Employer identification number (EIN):	261102597
NAIC Classification:	541330
NAIC Description:	Engineering Services