401k Plan data: BERKELEY FORGE & TOOL, INC. RETIREMENT/401(K) PLAN plan

BERKELEY FORGE & TOOL, INC. RETIREMENT/401(K) PLAN 401k Plan overview

Plan Name	BERKELEY FORGE & TOOL, INC. RETIREMENT/401(K) PLAN
Plan identification number	002

BERKELEY FORGE & TOOL, INC. RETIREMENT/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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BERKELEY FORGE & TOOL, INC. has sponsored the creation of one or more 401k plans.

Company Name: BERKELEY FORGE & TOOL, INC.

Employer identification number (EIN): 941508145

NAIC Classification: 332110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BERKELEY FORGE & TOOL, INC. RETIREMENT/401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 PETER BIERWITH 2015-07-14
002 2013-01-01 PETER BIERWITH 2014-06-25
002 2012-01-01 PETER BIERWITH 2013-05-14
002 2011-01-01 PETER BIERWITH 2012-06-21
002 2010-01-01 MOLLY OSGOOD 2011-07-01

Financial Data on BERKELEY FORGE & TOOL, INC. RETIREMENT/401(K) PLAN

Measure	Date	Value
2024 : BERKELEY FORGE & TOOL, INC. RETIREMENT/401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-03-27	2672194
Net assets as of the end of the plan year	2024-03-27	7443434
Total assets as of the beginning of the plan year	2024-03-27	8688908
Value of plan covered by a fidelity bond	2024-03-27	500000
Participant contributions to plan in this plan year	2024-03-27	159486
Value of participant loans at end of plan year	2024-03-27	70541
Other income to plan in this plan year	2024-03-27	1227362
Plan net income in this plan year	2024-03-27	-1245474
Net assets as of the end of the plan year	2024-03-27	7443434
Net assets as of the beginning of the plan year	2024-03-27	8688908
Employer contributions to plan in this plan year	2024-03-27	39872
Fees paid to broker by Benefit Provider	2024-03-27	11462
Expensese paid to adminstrative service provicers from plan in this plan year	2024-03-27	21762

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Company Name:	BERKELEY FORGE & TOOL, INC.
Employer identification number (EIN):	941508145
NAIC Classification:	332110

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	PETER BIERWITH	2015-07-14
002	2013-01-01	PETER BIERWITH	2014-06-25
002	2012-01-01	PETER BIERWITH	2013-05-14
002	2011-01-01	PETER BIERWITH	2012-06-21
002	2010-01-01	MOLLY OSGOOD	2011-07-01