Logo

RENEWAL BY ANDERSEN OF THE TRIAD 401 (K) RETIREMENT PLAN 401k Plan overview

Plan NameRENEWAL BY ANDERSEN OF THE TRIAD 401 (K) RETIREMENT PLAN
Plan identification number 001

RENEWAL BY ANDERSEN OF THE TRIAD 401 (K) RETIREMENT PLAN 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

RENEWAL BY ANDERSEN OF THE TRIAD has sponsored the creation of one or more 401k plans.

Company Name:RENEWAL BY ANDERSEN OF THE TRIAD
Employer identification number (EIN):432009091
NAIC Classification:444190
NAIC Description:Other Building Material Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RENEWAL BY ANDERSEN OF THE TRIAD 401 (K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01MARTIN BALLEW2023-09-18
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-02-01

Plan Statistics for RENEWAL BY ANDERSEN OF THE TRIAD 401 (K) RETIREMENT PLAN

401k plan membership statisitcs for RENEWAL BY ANDERSEN OF THE TRIAD 401 (K) RETIREMENT PLAN

Measure Date Value
2023: RENEWAL BY ANDERSEN OF THE TRIAD 401 (K) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01190
Total number of active participants reported on line 7a of the Form 55002023-01-01173
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0165
Total of all active and inactive participants2023-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01238
Number of participants with account balances2023-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0124

Financial Data on RENEWAL BY ANDERSEN OF THE TRIAD 401 (K) RETIREMENT PLAN

Measure Date Value
2023 : RENEWAL BY ANDERSEN OF THE TRIAD 401 (K) RETIREMENT PLAN 2023 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$303
Total income from all sources (including contributions)2023-12-31$1,539,947
Total of all expenses incurred2023-12-31$148,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$90,213
Expenses. Certain deemed distributions of participant loans2023-12-31$782
Value of total corrective distributions2023-12-31$54,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$993,190
Value of total assets at end of year2023-12-31$3,795,412
Value of total assets at beginning of year2023-12-31$2,404,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$3,065
Total interest from all sources2023-12-31$4,766
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$123,330
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$123,330
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$125,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$862,667
Participant contributions at end of year2023-12-31$55,000
Participant contributions at beginning of year2023-12-31$35,048
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$767
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$2,095
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$303
Other income not declared elsewhere2023-12-31$1,827
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,391,358
Value of net assets at end of year (total assets less liabilities)2023-12-31$3,795,412
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$2,404,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$3,588,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$2,221,618
Interest on participant loans2023-12-31$3,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$17,504
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$31,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$31,296
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$1,479
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$416,834
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$128,428
Employer contributions (assets) at end of year2023-12-31$134,736
Employer contributions (assets) at beginning of year2023-12-31$115,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$90,213
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31PAUL STUTTS
Accountancy firm EIN2023-12-31461142425

Form 5500 Responses for RENEWAL BY ANDERSEN OF THE TRIAD 401 (K) RETIREMENT PLAN

2023: RENEWAL BY ANDERSEN OF THE TRIAD 401 (K) RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1