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J&R EXCAVATING, INC. 401k Plan overview

Plan NameJ&R EXCAVATING, INC.
Plan identification number 001

J&R EXCAVATING, INC. 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).
  • 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

J&R EXCAVATING, INC. has sponsored the creation of one or more 401k plans.

Company Name:J&R EXCAVATING, INC.
Employer identification number (EIN):550565719
NAIC Classification:236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J&R EXCAVATING, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BRIAN CAFFREY2024-09-11
0012022-01-01JOHN HART2023-06-28 JOHN HART2023-06-28
0012021-01-01JOHN HART, SR2022-06-20
0012020-01-01JOHN HART, SR2021-08-04 JOHN HART, SR2021-08-04
0012018-01-01JOHN HART2019-05-15 JOHN HART2019-05-15
0012017-01-01JOHN HART2018-07-17 JOHN HART2018-07-17
0012016-01-01JOHN HART2017-07-13
0012015-01-01JOHN HART2016-05-25
0012014-01-01JOHN HART2015-05-27 JOHN HART2015-05-27
0012013-01-01JOHN HART2014-04-23 JOHN HART2014-04-23
0012012-01-01JOHN HART2013-10-08

Plan Statistics for J&R EXCAVATING, INC.

401k plan membership statisitcs for J&R EXCAVATING, INC.

Measure Date Value
2025: J&R EXCAVATING, INC. 2025 401k membership
Total number of particpants at beginning of year2025-08-1549
Total number of particpants at end of year2025-08-1538
Number of Participants With Account Balances2025-08-1534
2024: J&R EXCAVATING, INC. 2024 401k membership
Total number of particpants at beginning of year2024-09-1171
Total number of particpants at end of year2024-09-1149
Number of Participants With Account Balances2024-09-1142

Financial Data on J&R EXCAVATING, INC.

Measure Date Value
2025 : J&R EXCAVATING, INC. 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-08-150
Total expenses incurred by plan in this plan year2025-08-1570988
Net assets as of the end of the plan year2025-08-151494448
Total assets as of the beginning of the plan year2025-08-151238919
Value of plan covered by a fidelity bond2025-08-15100000
Participant contributions to plan in this plan year2025-08-15104137
Value of participant loans at end of plan year2025-08-1530625
Other income to plan in this plan year2025-08-15159766
Plan net income in this plan year2025-08-15255529
Net assets as of the end of the plan year2025-08-151494448
Net assets as of the beginning of the plan year2025-08-151238919
Employer contributions to plan in this plan year2025-08-1562614
Fees paid to broker by Benefit Provider2025-08-153656
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-154615
2024 : J&R EXCAVATING, INC. 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-09-110
Total expenses incurred by plan in this plan year2024-09-1135047
Net assets as of the end of the plan year2024-09-111238919
Total assets as of the beginning of the plan year2024-09-11931734
Value of plan covered by a fidelity bond2024-09-11100000
Participant contributions to plan in this plan year2024-09-11110802
Value of participant loans at end of plan year2024-09-1131494
Other income to plan in this plan year2024-09-11161635
Plan net income in this plan year2024-09-11307185
Net assets as of the end of the plan year2024-09-111238919
Net assets as of the beginning of the plan year2024-09-11931734
Employer contributions to plan in this plan year2024-09-1169795
Fees paid to broker by Benefit Provider2024-09-115083
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-11700

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