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TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN 401k Plan overview

Plan NameTRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN
Plan identification number 004

TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS 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

TRI-CITY ELECTRICAL CONTRACTORS, INC. has sponsored the creation of one or more 401k plans.

Company Name:TRI-CITY ELECTRICAL CONTRACTORS, INC.
Employer identification number (EIN):020657423
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042024-01-01NATASHA WASHBURN
0042024-01-01NATASHA WASHBURN
0042023-01-01
0042023-01-01NATASHA WASHBURN
0042022-01-01
0042022-01-01NATASHA WASHBURN
0042021-01-01
0042021-01-01
0042021-01-01NATASHA WASHBURN
0042020-01-01
0042020-01-01
0042019-01-01
0042017-01-01NATASHA WASHBURN NATASHA WASHBURN2018-10-10
0042016-01-01NATASHA WASHBURN NATASHA WASHBURN2017-09-29
0042015-01-01MICHAEL GERMANA MICHAEL GERMANA2016-09-27
0042014-01-01MICHAEL GERMANA MICHAEL GERMANA2015-10-01
0042013-01-01CHARLES W. MCFARLAND CHARLES W. MCFARLAND2014-07-25
0042012-01-01CHARLES MCFARLAND CHARLES MCFARLAND2013-07-11
0042011-01-01CHARLES MCFARLAND
0042009-01-01CHARLES MCFARLAND

Plan Statistics for TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN

401k plan membership statisitcs for TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN

Measure Date Value
2023: TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01826
Total number of active participants reported on line 7a of the Form 55002023-01-01836
Number of retired or separated participants receiving benefits2023-01-012
Number of other retired or separated participants entitled to future benefits2023-01-01160
Total of all active and inactive participants2023-01-01998
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01999
Number of participants with account balances2023-01-01985
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0185
2022: TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01799
Total number of active participants reported on line 7a of the Form 55002022-01-01665
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-01107
Total of all active and inactive participants2022-01-01774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01774
Number of participants with account balances2022-01-01757
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0141
2021: TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01869
Total number of active participants reported on line 7a of the Form 55002021-01-01600
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-01191
Total of all active and inactive participants2021-01-01793
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01793
Number of participants with account balances2021-01-01682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0123
2020: TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01920
Total number of active participants reported on line 7a of the Form 55002020-01-01682
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01172
Total of all active and inactive participants2020-01-01856
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01856
Number of participants with account balances2020-01-01709
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0124
2019: TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,026
Total number of active participants reported on line 7a of the Form 55002019-01-01768
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01148
Total of all active and inactive participants2019-01-01918
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01918
Number of participants with account balances2019-01-01746
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0140
2017: TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01833
Total number of active participants reported on line 7a of the Form 55002017-01-01750
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0184
Total of all active and inactive participants2017-01-01835
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01835
Number of participants with account balances2017-01-01594
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01729
Total number of active participants reported on line 7a of the Form 55002016-01-01741
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0171
Total of all active and inactive participants2016-01-01813
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01813
Number of participants with account balances2016-01-01474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01712
Total number of active participants reported on line 7a of the Form 55002015-01-01649
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0168
Total of all active and inactive participants2015-01-01718
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01718
Number of participants with account balances2015-01-01396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01716
Total number of active participants reported on line 7a of the Form 55002014-01-01653
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0159
Total of all active and inactive participants2014-01-01712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01712
Number of participants with account balances2014-01-01402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01551
Total number of active participants reported on line 7a of the Form 55002013-01-01650
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0166
Total of all active and inactive participants2013-01-01716
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01716
Number of participants with account balances2013-01-01440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01692
Total number of active participants reported on line 7a of the Form 55002012-01-01482
Number of other retired or separated participants entitled to future benefits2012-01-0169
Total of all active and inactive participants2012-01-01551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01551
Number of participants with account balances2012-01-01285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01771
Total number of active participants reported on line 7a of the Form 55002011-01-01617
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0175
Total of all active and inactive participants2011-01-01692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01692
Number of participants with account balances2011-01-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,225
Total number of active participants reported on line 7a of the Form 55002009-01-01743
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0193
Total of all active and inactive participants2009-01-01836
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01836
Number of participants with account balances2009-01-01445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN

Measure Date Value
2023 : TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$7,285,764
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$3,721,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$3,596,723
Value of total corrective distributions2023-12-31$1,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,620,297
Value of total assets at end of year2023-12-31$26,003,536
Value of total assets at beginning of year2023-12-31$22,438,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$123,219
Total interest from all sources2023-12-31$45,654
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$373,037
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$373,037
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,500,000
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$2,939,576
Participant contributions at end of year2023-12-31$723,512
Participant contributions at beginning of year2023-12-31$719,419
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$189,615
Other income not declared elsewhere2023-12-31$8,922
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$3,564,655
Value of net assets at end of year (total assets less liabilities)2023-12-31$26,003,536
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$22,438,881
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$19,569,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$15,337,577
Interest on participant loans2023-12-31$45,654
Value of interest in common/collective trusts at end of year2023-12-31$5,710,376
Value of interest in common/collective trusts at beginning of year2023-12-31$6,381,885
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,960,213
Net investment gain or loss from common/collective trusts2023-12-31$277,641
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$491,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$3,596,723
Contract administrator fees2023-12-31$123,219
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 name2023-12-31REHMANN ROBSON LLC
Accountancy firm EIN2023-12-31383635706
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$7,285,764
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$3,721,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$3,596,723
Value of total corrective distributions2023-01-01$1,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$3,620,297
Value of total assets at end of year2023-01-01$26,003,536
Value of total assets at beginning of year2023-01-01$22,438,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$123,219
Total interest from all sources2023-01-01$45,654
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$373,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$373,037
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$1,500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$2,939,576
Participant contributions at end of year2023-01-01$723,512
Participant contributions at beginning of year2023-01-01$719,419
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$189,615
Other income not declared elsewhere2023-01-01$8,922
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$3,564,655
Value of net assets at end of year (total assets less liabilities)2023-01-01$26,003,536
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$22,438,881
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$19,569,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$15,337,577
Interest on participant loans2023-01-01$45,654
Value of interest in common/collective trusts at end of year2023-01-01$5,710,376
Value of interest in common/collective trusts at beginning of year2023-01-01$6,381,885
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$2,960,213
Net investment gain or loss from common/collective trusts2023-01-01$277,641
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01Yes
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$491,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$3,596,723
Contract administrator fees2023-01-01$123,219
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01REHMANN ROBSON LLC
Accountancy firm EIN2023-01-01383635706
2022 : TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,467,060
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,607,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,510,622
Expenses. Certain deemed distributions of participant loans2022-12-31$13,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,662,962
Value of total assets at end of year2022-12-31$22,438,881
Value of total assets at beginning of year2022-12-31$27,513,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$82,820
Total interest from all sources2022-12-31$62,752
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$244,495
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$244,495
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,990,534
Participant contributions at end of year2022-12-31$719,419
Participant contributions at beginning of year2022-12-31$722,436
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$179,502
Other income not declared elsewhere2022-12-31$-68,038
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,074,410
Value of net assets at end of year (total assets less liabilities)2022-12-31$22,438,881
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$27,513,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$15,337,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$14,107,633
Value of interest in pooled separate accounts at beginning of year2022-12-31$5,780,410
Interest on participant loans2022-12-31$33,596
Interest earned on other investments2022-12-31$29,156
Value of interest in common/collective trusts at end of year2022-12-31$6,381,885
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$6,902,812
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,199,932
Net investment gain/loss from pooled separate accounts2022-12-31$-756,965
Net investment gain or loss from common/collective trusts2022-12-31$-412,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$492,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,510,622
Contract administrator fees2022-12-31$82,820
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31REHMANN ROBSON LLC
Accountancy firm EIN2022-12-31383635706
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-1,467,060
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$3,607,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$3,510,622
Expenses. Certain deemed distributions of participant loans2022-01-01$13,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$2,662,962
Value of total assets at end of year2022-01-01$22,438,881
Value of total assets at beginning of year2022-01-01$27,513,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$82,820
Total interest from all sources2022-01-01$62,752
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$244,495
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$244,495
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$1,500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$1,990,534
Participant contributions at end of year2022-01-01$719,419
Participant contributions at beginning of year2022-01-01$722,436
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$179,502
Other income not declared elsewhere2022-01-01$-68,038
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-5,074,410
Value of net assets at end of year (total assets less liabilities)2022-01-01$22,438,881
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$27,513,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$15,337,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$14,107,633
Value of interest in pooled separate accounts at beginning of year2022-01-01$5,780,410
Interest on participant loans2022-01-01$33,596
Interest earned on other investments2022-01-01$29,156
Value of interest in common/collective trusts at end of year2022-01-01$6,381,885
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$6,902,812
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-3,199,932
Net investment gain/loss from pooled separate accounts2022-01-01$-756,965
Net investment gain or loss from common/collective trusts2022-01-01$-412,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$492,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$3,510,622
Contract administrator fees2022-01-01$82,820
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01REHMANN ROBSON LLC
Accountancy firm EIN2022-01-01383635706
2021 : TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,470,212
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,821,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,753,229
Expenses. Certain deemed distributions of participant loans2021-12-31$3,489
Value of total corrective distributions2021-12-31$5,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,449,616
Value of total assets at end of year2021-12-31$27,513,291
Value of total assets at beginning of year2021-12-31$25,864,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$59,300
Total interest from all sources2021-12-31$126,685
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$225,032
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$225,032
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,795,036
Participant contributions at end of year2021-12-31$722,436
Participant contributions at beginning of year2021-12-31$716,254
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$104,384
Other income not declared elsewhere2021-12-31$585
Administrative expenses (other) incurred2021-12-31$59,300
Total non interest bearing cash at beginning of year2021-12-31$20
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,648,344
Value of net assets at end of year (total assets less liabilities)2021-12-31$27,513,291
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$25,864,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$14,107,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,768,939
Value of interest in pooled separate accounts at end of year2021-12-31$5,780,410
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,493,890
Interest on participant loans2021-12-31$34,631
Interest earned on other investments2021-12-31$92,054
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$6,902,812
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,885,844
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,054,291
Net investment gain/loss from pooled separate accounts2021-12-31$614,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$550,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,753,229
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31VESTAL & WILER, CPAS
Accountancy firm EIN2021-12-31593198021
2020 : TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,348,947
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,729,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,654,361
Expenses. Certain deemed distributions of participant loans2020-12-31$1,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,567,859
Value of total assets at end of year2020-12-31$25,864,947
Value of total assets at beginning of year2020-12-31$23,245,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$73,959
Total interest from all sources2020-12-31$144,871
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$57,170
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$57,170
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,909,967
Participant contributions at end of year2020-12-31$716,254
Participant contributions at beginning of year2020-12-31$619,259
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$12,222
Other income not declared elsewhere2020-12-31$35,657
Administrative expenses (other) incurred2020-12-31$73,959
Total non interest bearing cash at end of year2020-12-31$20
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,619,379
Value of net assets at end of year (total assets less liabilities)2020-12-31$25,864,947
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$23,245,568
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,768,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,161,597
Value of interest in pooled separate accounts at end of year2020-12-31$5,493,890
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,111,621
Interest on participant loans2020-12-31$34,062
Interest earned on other investments2020-12-31$110,809
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,885,844
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,353,091
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,810,141
Net investment gain/loss from pooled separate accounts2020-12-31$733,249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$645,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,654,361
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31VESTAL & WILER, CPAS
Accountancy firm EIN2020-12-31593198021
2019 : TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,087,696
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$946,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$866,722
Expenses. Certain deemed distributions of participant loans2019-12-31$254
Value of total corrective distributions2019-12-31$23,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,755,503
Value of total assets at end of year2019-12-31$23,245,568
Value of total assets at beginning of year2019-12-31$18,104,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$55,926
Total interest from all sources2019-12-31$146,070
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$86,929
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$86,929
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,928,960
Participant contributions at end of year2019-12-31$619,259
Participant contributions at beginning of year2019-12-31$633,871
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$324,941
Other income not declared elsewhere2019-12-31$54,134
Administrative expenses (other) incurred2019-12-31$55,926
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,141,455
Value of net assets at end of year (total assets less liabilities)2019-12-31$23,245,568
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,104,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,161,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,803,207
Value of interest in pooled separate accounts at end of year2019-12-31$5,111,621
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,888,368
Interest on participant loans2019-12-31$31,821
Interest earned on other investments2019-12-31$114,249
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,353,091
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,778,667
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,226,526
Net investment gain/loss from pooled separate accounts2019-12-31$818,534
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$501,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$866,722
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31VESTAL & WILER, CPAS
Accountancy firm EIN2019-12-31593198021
2018 : TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,317,685
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,266,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,186,177
Expenses. Certain deemed distributions of participant loans2018-12-31$1,921
Value of total corrective distributions2018-12-31$12,282
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,029,114
Value of total assets at end of year2018-12-31$18,104,113
Value of total assets at beginning of year2018-12-31$18,053,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$66,257
Total interest from all sources2018-12-31$126,471
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$83,268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$83,268
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,626,512
Participant contributions at end of year2018-12-31$633,871
Participant contributions at beginning of year2018-12-31$721,930
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$24,037
Other income not declared elsewhere2018-12-31$49,562
Administrative expenses (other) incurred2018-12-31$66,257
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$51,048
Value of net assets at end of year (total assets less liabilities)2018-12-31$18,104,113
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$18,053,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,803,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,635,457
Value of interest in pooled separate accounts at end of year2018-12-31$3,888,368
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,284,344
Interest on participant loans2018-12-31$33,110
Interest earned on other investments2018-12-31$93,361
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,778,667
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,411,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-846,626
Net investment gain/loss from pooled separate accounts2018-12-31$-124,104
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$378,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,186,177
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31VESTAL & WILER, CPAS
Accountancy firm EIN2018-12-31593198021
2017 : TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,458,426
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,564,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,501,413
Value of total corrective distributions2017-12-31$20,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,555,159
Value of total assets at end of year2017-12-31$18,053,065
Value of total assets at beginning of year2017-12-31$16,158,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$42,500
Total interest from all sources2017-12-31$118,387
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$52,404
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$52,404
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,277,842
Participant contributions at end of year2017-12-31$721,930
Participant contributions at beginning of year2017-12-31$779,048
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$8,623
Other income not declared elsewhere2017-12-31$44,955
Administrative expenses (other) incurred2017-12-31$42,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,894,186
Value of net assets at end of year (total assets less liabilities)2017-12-31$18,053,065
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$16,158,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,635,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,028,715
Value of interest in pooled separate accounts at end of year2017-12-31$4,284,344
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,696,646
Interest on participant loans2017-12-31$33,241
Interest earned on other investments2017-12-31$85,146
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,411,334
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,654,470
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,153,032
Net investment gain/loss from pooled separate accounts2017-12-31$534,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$268,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,501,413
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31VESTAL & WILER, CPAS
Accountancy firm EIN2017-12-31593198021
2016 : TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,799,909
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,553,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,466,083
Value of total corrective distributions2016-12-31$39,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$964,791
Value of total assets at end of year2016-12-31$16,158,879
Value of total assets at beginning of year2016-12-31$15,912,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$47,742
Total interest from all sources2016-12-31$122,667
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$42,546
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$42,546
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$939,477
Participant contributions at end of year2016-12-31$779,048
Participant contributions at beginning of year2016-12-31$783,273
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$25,314
Other income not declared elsewhere2016-12-31$52,889
Administrative expenses (other) incurred2016-12-31$47,742
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$246,245
Value of net assets at end of year (total assets less liabilities)2016-12-31$16,158,879
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,912,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,028,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,795,623
Value of interest in pooled separate accounts at end of year2016-12-31$4,696,646
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,396,554
Interest on participant loans2016-12-31$34,163
Interest earned on other investments2016-12-31$88,504
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,654,470
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,937,184
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$337,260
Net investment gain/loss from pooled separate accounts2016-12-31$279,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,466,083
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Qualified
Accountancy firm name2016-12-31VESTAL & WILER, CPAS
Accountancy firm EIN2016-12-31593198021
2015 : TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,077,700
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,234,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,180,254
Value of total corrective distributions2015-12-31$16,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$904,707
Value of total assets at end of year2015-12-31$15,912,634
Value of total assets at beginning of year2015-12-31$16,069,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$36,960
Total interest from all sources2015-12-31$131,085
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$35,430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$35,430
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$799,368
Participant contributions at end of year2015-12-31$783,273
Participant contributions at beginning of year2015-12-31$722,957
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$105,339
Other income not declared elsewhere2015-12-31$44,147
Administrative expenses (other) incurred2015-12-31$36,960
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-156,382
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,912,634
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,069,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,795,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,916,371
Value of interest in pooled separate accounts at end of year2015-12-31$5,396,554
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,343,113
Interest on participant loans2015-12-31$31,861
Interest earned on other investments2015-12-31$99,224
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,937,184
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$6,086,575
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-94,620
Net investment gain/loss from pooled separate accounts2015-12-31$56,951
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,180,254
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31VESTAL & WILER, CPAS
Accountancy firm EIN2015-12-31593198021
2014 : TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,499,802
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,805,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,755,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$760,823
Value of total assets at end of year2014-12-31$16,069,016
Value of total assets at beginning of year2014-12-31$16,374,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$49,921
Total interest from all sources2014-12-31$136,190
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$42,373
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$42,373
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$760,823
Participant contributions at end of year2014-12-31$722,957
Participant contributions at beginning of year2014-12-31$642,370
Other income not declared elsewhere2014-12-31$46,190
Administrative expenses (other) incurred2014-12-31$49,921
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-305,739
Value of net assets at end of year (total assets less liabilities)2014-12-31$16,069,016
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,374,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,916,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,929,245
Value of interest in pooled separate accounts at end of year2014-12-31$5,343,113
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,518,974
Interest on participant loans2014-12-31$29,922
Interest earned on other investments2014-12-31$106,268
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$6,086,575
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$6,284,166
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$514,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,755,620
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31VESTAL & WILER, CPAS
Accountancy firm EIN2014-12-31593198021
2013 : TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,630,438
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,739,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,637,108
Value of total corrective distributions2013-12-31$32,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$768,345
Value of total assets at end of year2013-12-31$16,374,755
Value of total assets at beginning of year2013-12-31$15,484,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$69,983
Total interest from all sources2013-12-31$156,509
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$16,683
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$16,683
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$720,403
Participant contributions at end of year2013-12-31$642,370
Participant contributions at beginning of year2013-12-31$709,751
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$47,942
Other income not declared elsewhere2013-12-31$68,872
Administrative expenses (other) incurred2013-12-31$69,983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$890,595
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,374,755
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,484,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,929,245
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,001,478
Value of interest in pooled separate accounts at end of year2013-12-31$6,518,974
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,916,846
Interest on participant loans2013-12-31$27,920
Interest earned on other investments2013-12-31$128,589
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$6,284,166
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$6,856,085
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$632,835
Net investment gain/loss from pooled separate accounts2013-12-31$987,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,637,108
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31VESTAL & WILER, CPAS
Accountancy firm EIN2013-12-31593198021
2012 : TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,948,000
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,786,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,677,875
Expenses. Certain deemed distributions of participant loans2012-12-31$-12,856
Value of total corrective distributions2012-12-31$70,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$652,432
Value of total assets at end of year2012-12-31$15,484,160
Value of total assets at beginning of year2012-12-31$16,322,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$51,129
Total interest from all sources2012-12-31$174,894
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$20,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$20,805
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$652,432
Participant contributions at end of year2012-12-31$709,751
Participant contributions at beginning of year2012-12-31$880,939
Other income not declared elsewhere2012-12-31$42,752
Administrative expenses (other) incurred2012-12-31$51,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-838,519
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,484,160
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$16,322,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,001,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,149,941
Value of interest in pooled separate accounts at end of year2012-12-31$5,916,846
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,597,988
Interest on participant loans2012-12-31$32,935
Interest earned on other investments2012-12-31$141,959
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$6,856,085
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$6,693,811
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$304,676
Net investment gain/loss from pooled separate accounts2012-12-31$752,441
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,677,875
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31VESTAL & WILER, CPAS
Accountancy firm EIN2012-12-31593198021
2011 : TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,015,794
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,717,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,636,696
Expenses. Certain deemed distributions of participant loans2011-12-31$10,009
Value of total corrective distributions2011-12-31$27,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$862,287
Value of total assets at end of year2011-12-31$16,322,679
Value of total assets at beginning of year2011-12-31$18,024,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$43,386
Total interest from all sources2011-12-31$236,304
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$16,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$16,761
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$862,287
Participant contributions at end of year2011-12-31$880,939
Participant contributions at beginning of year2011-12-31$1,009,517
Other income not declared elsewhere2011-12-31$23,817
Administrative expenses (other) incurred2011-12-31$43,386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,701,666
Value of net assets at end of year (total assets less liabilities)2011-12-31$16,322,679
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$18,024,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,149,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$6,597,988
Value of interest in pooled separate accounts at beginning of year2011-12-31$9,907,359
Interest on participant loans2011-12-31$43,825
Interest earned on other investments2011-12-31$192,479
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$6,693,811
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$7,107,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-31,831
Net investment gain/loss from pooled separate accounts2011-12-31$-91,544
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,636,696
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31VESTAL & WILER, CPAS
Accountancy firm EIN2011-12-31593198021
2010 : TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,839,478
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,790,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,771,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,378,795
Value of total assets at end of year2010-12-31$18,024,345
Value of total assets at beginning of year2010-12-31$17,975,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$19,083
Total interest from all sources2010-12-31$265,864
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,106,360
Participant contributions at end of year2010-12-31$1,009,517
Participant contributions at beginning of year2010-12-31$756,701
Other income not declared elsewhere2010-12-31$26,159
Administrative expenses (other) incurred2010-12-31$19,083
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$49,134
Value of net assets at end of year (total assets less liabilities)2010-12-31$18,024,345
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$17,975,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$9,907,359
Value of interest in pooled separate accounts at beginning of year2010-12-31$9,244,337
Interest on participant loans2010-12-31$46,149
Interest earned on other investments2010-12-31$219,715
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$7,107,469
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$7,974,173
Net investment gain/loss from pooled separate accounts2010-12-31$1,168,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$272,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,771,261
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31VESTAL & WILER, CPAS
Accountancy firm EIN2010-12-31593198021

Form 5500 Responses for TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN

2023: TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2017: TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038993
Policy instance 1
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038993
Policy instance 1
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038993
Policy instance 1
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038993
Policy instance 1
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038993
Policy instance 1
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38993-001
Policy instance 1
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38993-001
Policy instance 1
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38993-001
Policy instance 1
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38993-001
Policy instance 1
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38993-001
Policy instance 1
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38993-001
Policy instance 1

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