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CAMBRIDGE ADVISORS TO FAMILY ENTERPRISE 401(K) PLAN 401k Plan overview

Plan NameCAMBRIDGE ADVISORS TO FAMILY ENTERPRISE 401(K) PLAN
Plan identification number 001

CAMBRIDGE ADVISORS TO FAMILY ENTERPRISE 401(K) PLAN 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

CAMBRIDGE ADVISORS TO FAMILY ENTERPRISES, LLC has sponsored the creation of one or more 401k plans.

Company Name:CAMBRIDGE ADVISORS TO FAMILY ENTERPRISES, LLC
Employer identification number (EIN):770320662
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAMBRIDGE ADVISORS TO FAMILY ENTERPRISE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01ANNA SEREIKO2020-10-05 ANNA SEREIKO2020-10-05
0012018-01-01ANNA SEREIKO2019-07-29 ANNA SEREIKO2019-07-29
0012017-01-01ANNA SEREIKO2018-10-10 ANNA SEREIKO2018-10-10
0012016-01-01ANNA SEREIKO2017-07-17
0012015-01-01ANNA SEREIKO2016-07-20
0012014-01-01ANNA SEREIKO2015-07-28 ANNA SEREIKO2015-07-28
0012013-01-01JOHN JEGLINSKI2014-06-19 JOHN JEGLINSKI2014-06-19
0012012-01-01JOHN JEGLINSKI2013-07-19 JOHN JEGLINSKI2013-07-19
0012011-01-01COURTNEY COLLETTE2012-07-25 COURTNEY COLLETTE2012-07-25
0012010-01-01CYNTHIA L. STROUSSE2011-06-10

Plan Statistics for CAMBRIDGE ADVISORS TO FAMILY ENTERPRISE 401(K) PLAN

401k plan membership statisitcs for CAMBRIDGE ADVISORS TO FAMILY ENTERPRISE 401(K) PLAN

Measure Date Value
2025: CAMBRIDGE ADVISORS TO FAMILY ENTERPRISE 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-2322
Total number of particpants at end of year2025-07-2324
Number of Participants With Account Balances2025-07-2324
2024: CAMBRIDGE ADVISORS TO FAMILY ENTERPRISE 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-0921
Total number of particpants at end of year2024-09-0922
Number of Participants With Account Balances2024-09-0922
2022: CAMBRIDGE ADVISORS TO FAMILY ENTERPRISE 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-09-0720
Total number of particpants at end of year2022-09-0722
Number of Participants With Account Balances2022-09-0722

Financial Data on CAMBRIDGE ADVISORS TO FAMILY ENTERPRISE 401(K) PLAN

Measure Date Value
2025 : CAMBRIDGE ADVISORS TO FAMILY ENTERPRISE 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-2363990
Net assets as of the end of the plan year2025-07-234275667
Total assets as of the beginning of the plan year2025-07-233472585
Value of plan covered by a fidelity bond2025-07-23430000
Participant contributions to plan in this plan year2025-07-23208205
Value of participant loans at end of plan year2025-07-230
Other income to plan in this plan year2025-07-23569272
Plan net income in this plan year2025-07-23803082
Net assets as of the end of the plan year2025-07-234275667
Net assets as of the beginning of the plan year2025-07-233472585
Employer contributions to plan in this plan year2025-07-2389595
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2319283
2024 : CAMBRIDGE ADVISORS TO FAMILY ENTERPRISE 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-0996103
Net assets as of the end of the plan year2024-09-093472585
Total assets as of the beginning of the plan year2024-09-092777178
Value of plan covered by a fidelity bond2024-09-09350000
Participant contributions to plan in this plan year2024-09-09179182
Value of participant loans at end of plan year2024-09-097043
Other income to plan in this plan year2024-09-09534774
Plan net income in this plan year2024-09-09695407
Net assets as of the end of the plan year2024-09-093472585
Net assets as of the beginning of the plan year2024-09-092777178
Employer contributions to plan in this plan year2024-09-0977554
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-0914915
2022 : CAMBRIDGE ADVISORS TO FAMILY ENTERPRISE 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-0737037
Net assets as of the end of the plan year2022-09-073282813
Total assets as of the beginning of the plan year2022-09-072664511
Value of plan covered by a fidelity bond2022-09-07328285
Participant contributions to plan in this plan year2022-09-07158316
Value of participant loans at end of plan year2022-09-0736918
Other income to plan in this plan year2022-09-07429217
Plan net income in this plan year2022-09-07618302
Net assets as of the end of the plan year2022-09-073282813
Net assets as of the beginning of the plan year2022-09-072664511
Employer contributions to plan in this plan year2022-09-0767806

Potentially related plans

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