401k Plan data: J. CALDARERA AND COMPANY, INC. 401(K) PROFIT SHARING PLAN plan

J. CALDARERA AND COMPANY, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	J. CALDARERA AND COMPANY, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

J. CALDARERA AND COMPANY, INC. 401(K) PROFIT SHARING 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

J. CALDARERA AND COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name: J. CALDARERA AND COMPANY, INC.

Employer identification number (EIN): 720895861

NAIC Classification: 237990
NAIC Description: Other Heavy and Civil Engineering Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J. CALDARERA AND COMPANY, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01 JOSEPH CALDARERA 2017-10-09 JOSEPH CALDARERA 2017-10-09
001 2015-01-01 JOSEPH CALDARERA 2016-10-12
001 2014-01-01 JOSEPH CALDARERA 2015-10-09 JOSEPH CALDARERA 2015-10-09
001 2013-01-01 JOSEPH CALDARERA
001 2012-01-01 JOSEPH CALDARERA
001 2011-10-01 JOSEPH CALDARERA

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01	JOSEPH CALDARERA	2017-10-09	JOSEPH CALDARERA	2017-10-09
001	2015-01-01	JOSEPH CALDARERA	2016-10-12
001	2014-01-01	JOSEPH CALDARERA	2015-10-09	JOSEPH CALDARERA	2015-10-09
001	2013-01-01	JOSEPH CALDARERA
001	2012-01-01	JOSEPH CALDARERA
001	2011-10-01	JOSEPH CALDARERA

Financial Data on J. CALDARERA AND COMPANY, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2025 : J. CALDARERA AND COMPANY, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-10-14	191924
Net assets as of the end of the plan year	2025-10-14	1451223
Total assets as of the beginning of the plan year	2025-10-14	1483888
Value of plan covered by a fidelity bond	2025-10-14	145122
Participant contributions to plan in this plan year	2025-10-14	10777
Value of participant loans at end of plan year	2025-10-14	6241
Other income to plan in this plan year	2025-10-14	98491
Plan net income in this plan year	2025-10-14	-32665
Net assets as of the end of the plan year	2025-10-14	1451223
Net assets as of the beginning of the plan year	2025-10-14	1483888
Employer contributions to plan in this plan year	2025-10-14	49991
Fees paid to broker by Benefit Provider	2025-10-14	5519
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-14	4442
2024 : J. CALDARERA AND COMPANY, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-10-14	6573
Net assets as of the end of the plan year	2024-10-14	1483888
Total assets as of the beginning of the plan year	2024-10-14	1277907
Value of plan covered by a fidelity bond	2024-10-14	127791
Participant contributions to plan in this plan year	2024-10-14	10938
Value of participant loans at end of plan year	2024-10-14	12583
Other income to plan in this plan year	2024-10-14	158935
Plan net income in this plan year	2024-10-14	205981
Net assets as of the end of the plan year	2024-10-14	1483888
Net assets as of the beginning of the plan year	2024-10-14	1277907
Employer contributions to plan in this plan year	2024-10-14	42681
Fees paid to broker by Benefit Provider	2024-10-14	5095
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-14	4041
2022 : J. CALDARERA AND COMPANY, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-10-11	8259
Net assets as of the end of the plan year	2022-10-11	1402414
Total assets as of the beginning of the plan year	2022-10-11	1281821
Value of plan covered by a fidelity bond	2022-10-11	140242
Participant contributions to plan in this plan year	2022-10-11	7957
Value of participant loans at end of plan year	2022-10-11	23824
Other income to plan in this plan year	2022-10-11	120895
Plan net income in this plan year	2022-10-11	120593
Net assets as of the end of the plan year	2022-10-11	1402414
Net assets as of the beginning of the plan year	2022-10-11	1281821
Fees paid to broker by Benefit Provider	2022-10-11	5110
Expensese paid to adminstrative service provicers from plan in this plan year	2022-10-11	4144
2013 : J. CALDARERA AND COMPANY, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$180,093
Expenses. Total of all expenses incurred	2013-12-31	$979
Benefits paid (including direct rollovers)	2013-12-31	$565
Total plan assets at end of year	2013-12-31	$449,313
Total plan assets at beginning of year	2013-12-31	$270,199
Value of fidelity bond covering the plan	2013-12-31	$40,000
Total contributions received or receivable from participants	2013-12-31	$53,296
Other income received	2013-12-31	$33,662
Net income (gross income less expenses)	2013-12-31	$179,114
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$449,313
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$270,199
Total contributions received or receivable from employer(s)	2013-12-31	$93,135
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$414
2012 : J. CALDARERA AND COMPANY, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$142,310
Expenses. Total of all expenses incurred	2012-12-31	$1,237
Total plan assets at end of year	2012-12-31	$270,199
Total plan assets at beginning of year	2012-12-31	$129,126
Value of fidelity bond covering the plan	2012-12-31	$40,000
Total contributions received or receivable from participants	2012-12-31	$48,202
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$8,214
Net income (gross income less expenses)	2012-12-31	$141,073
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$270,199
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$129,126
Total contributions received or receivable from employer(s)	2012-12-31	$85,894
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,237
2011 : J. CALDARERA AND COMPANY, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$129,126
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$129,126
Total plan assets at beginning of year	2011-12-31	$0
Total contributions received or receivable from participants	2011-12-31	$44,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$0
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$129,126
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$129,126
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$85,126
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0

Form 5500 Responses for J. CALDARERA AND COMPANY, INC. 401(K) PROFIT SHARING PLAN

2013: J. CALDARERA AND COMPANY, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: J. CALDARERA AND COMPANY, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: J. CALDARERA AND COMPANY, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	First time form 5500 has been submitted	Yes
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	618056
Policy instance	1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	618056
Policy instance	1

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Company Name:	J. CALDARERA AND COMPANY, INC.
Employer identification number (EIN):	720895861
NAIC Classification:	237990
NAIC Description:	Other Heavy and Civil Engineering Construction