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THE CONTRACTORS RETIREMENT PLAN 401k Plan overview

Plan NameTHE CONTRACTORS RETIREMENT PLAN
Plan identification number 001

THE CONTRACTORS RETIREMENT 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.
  • 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.
  • Other welfare benefit cover

401k Sponsoring company profile

CUSTOM PLUMBING OF NORTHERN CALIFORNIA, INC. has sponsored the creation of one or more 401k plans.

Company Name:CUSTOM PLUMBING OF NORTHERN CALIFORNIA, INC.
Employer identification number (EIN):462144892
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CONTRACTORS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01CHERRI PEDRIOLI2023-04-27 CHERRI PEDRIOLI2023-04-27
0012021-01-01CHERRI PEDRIOLI2022-06-28 CHERRI PEDRIOLI2022-06-28
0012020-01-01CHERRI PEDRIOLI2021-06-03 CHERRI PEDRIOLI2021-06-03
0012019-01-01CHERRI PEDRIOLI2020-07-08 CHERRI PEDRIOLI2020-07-08
0012018-01-01CHERRI PEDRIOLI2019-05-29 CHERRI PEDRIOLI2019-05-29
0012017-05-01 CHERRI PEDRIOLI2018-07-31
0012017-01-01CHERRI PEDRIOLI2018-07-24 CHERRI PEDRIOLI2018-07-24
0012016-01-01CHERRI PEDRIOLI2017-06-06 CHERRI PEDRIOLI2017-06-06
0012015-01-01CHERRI PEDRIOLI2016-06-21 CHERRI PEDRIOLI2016-06-21
0012014-01-01CHERRI PEDRIOLI2015-07-19 CHERRI PEDRIOLI2015-07-19

Plan Statistics for THE CONTRACTORS RETIREMENT PLAN

401k plan membership statisitcs for THE CONTRACTORS RETIREMENT PLAN

Measure Date Value
2017: THE CONTRACTORS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-05-0116
Total number of active participants reported on line 7a of the Form 55002017-05-0116
Number of retired or separated participants receiving benefits2017-05-010
Number of other retired or separated participants entitled to future benefits2017-05-010
Total of all active and inactive participants2017-05-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-05-010
Total participants2017-05-0116
Number of participants with account balances2017-05-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-05-010

Form 5500 Responses for THE CONTRACTORS RETIREMENT PLAN

2017: THE CONTRACTORS RETIREMENT PLAN 2017 form 5500 responses
2017-05-01Type of plan entitySingle employer plan
2017-05-01First time form 5500 has been submittedYes
2017-05-01Submission has been amendedNo
2017-05-01This submission is the final filingNo
2017-05-01This return/report is a short plan year return/report (less than 12 months)No
2017-05-01Plan is a collectively bargained planNo
2017-05-01Plan funding arrangement – InsuranceYes
2017-05-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE4274833
Policy instance 1
Insurance contract or identification numberE4274833
Number of Individuals Covered16
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $5,110
Total amount of fees paid to insurance companyUSD $1,871
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedSUPPLEMENTAL
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
Commission paid to Insurance BrokerUSD $5,110
Amount paid for insurance broker fees1871
Additional information about fees paid to insurance brokerFEES AND COMMISSIONS
Insurance broker organization code?3
Insurance broker nameKELLY JEAN REYES

Potentially related plans

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