401k Plan data: THE CONTRACTORS RETIREMENT PLAN plan

THE CONTRACTORS RETIREMENT PLAN 401k Plan overview

Plan Name	THE CONTRACTORS RETIREMENT PLAN
Plan identification number	002

THE CONTRACTORS RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

ANNESE ELECTRICAL SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: ANNESE ELECTRICAL SERVICES, INC.

Employer identification number (EIN): 043026734

NAIC Classification: 238900

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 MELANIE LEGGE 2019-06-05 MELANIE LEGGE 2019-06-05
002 2017-01-01 MELANIE LEGGE 2018-06-20 MELANIE LEGGE 2018-06-20
002 2016-01-01 MELANIE LEGGE 2017-06-27 MELANIE LEGGE 2017-06-27
002 2015-01-01 MELANIE LEGGE 2016-07-11 MELANIE LEGGE 2016-07-11
002 2014-01-01 MELANIE LEGGE 2015-06-26 MELANIE LEGGE 2015-06-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01	MELANIE LEGGE	2019-06-05	MELANIE LEGGE	2019-06-05
002	2017-01-01	MELANIE LEGGE	2018-06-20	MELANIE LEGGE	2018-06-20
002	2016-01-01	MELANIE LEGGE	2017-06-27	MELANIE LEGGE	2017-06-27
002	2015-01-01	MELANIE LEGGE	2016-07-11	MELANIE LEGGE	2016-07-11
002	2014-01-01	MELANIE LEGGE	2015-06-26	MELANIE LEGGE	2015-06-26

Plan Statistics for THE CONTRACTORS RETIREMENT PLAN

401k plan membership statisitcs for THE CONTRACTORS RETIREMENT PLAN

Measure Date Value
2022: THE CONTRACTORS RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 77
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 66
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 14
Total of all active and inactive participants 2022-01-01 80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 80
Number of participants with account balances 2022-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE CONTRACTORS RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 76
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 62
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 15
Total of all active and inactive participants 2021-01-01 77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 77
Number of participants with account balances 2021-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE CONTRACTORS RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 65
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 11
Total of all active and inactive participants 2020-01-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 76
Number of participants with account balances 2020-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE CONTRACTORS RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 84
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 58
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 58
Number of participants with account balances 2019-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2022: THE CONTRACTORS RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	77
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	66
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	14
Total of all active and inactive participants	2022-01-01	80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	80
Number of participants with account balances	2022-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE CONTRACTORS RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	76
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	62
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	15
Total of all active and inactive participants	2021-01-01	77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	77
Number of participants with account balances	2021-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE CONTRACTORS RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	65
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	11
Total of all active and inactive participants	2020-01-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	76
Number of participants with account balances	2020-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE CONTRACTORS RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	84
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	58
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	58
Number of participants with account balances	2019-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on THE CONTRACTORS RETIREMENT PLAN

Measure	Date	Value
2022 : THE CONTRACTORS RETIREMENT PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-1,758,405
Expenses. Total of all expenses incurred	2022-12-31	$438,714
Benefits paid (including direct rollovers)	2022-12-31	$395,472
Total plan assets at end of year	2022-12-31	$10,808,700
Total plan assets at beginning of year	2022-12-31	$13,005,819
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$145,582
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-2,223,268
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-2,197,119
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$10,808,700
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$13,005,819
Assets. Value of participant loans	2022-12-31	$293,248
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$319,281
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$43,242
2021 : THE CONTRACTORS RETIREMENT PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$2,855,143
Expenses. Total of all expenses incurred	2021-12-31	$492,991
Benefits paid (including direct rollovers)	2021-12-31	$449,153
Total plan assets at end of year	2021-12-31	$13,005,819
Total plan assets at beginning of year	2021-12-31	$10,643,667
Value of fidelity bond covering the plan	2021-12-31	$500,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$221,314
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$1,446,959
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$2,362,152
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$13,005,819
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$10,643,667
Assets. Value of participant loans	2021-12-31	$256,361
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$1,186,870
Value of certain deemed distributions of participant loans	2021-12-31	$3,435
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$40,403
2020 : THE CONTRACTORS RETIREMENT PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$2,352,717
Expenses. Total of all expenses incurred	2020-12-31	$344,240
Benefits paid (including direct rollovers)	2020-12-31	$322,818
Total plan assets at end of year	2020-12-31	$10,643,667
Total plan assets at beginning of year	2020-12-31	$8,635,190
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$134,170
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$1,293,343
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$2,008,477
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$10,643,667
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$8,635,190
Assets. Value of participant loans	2020-12-31	$198,497
Total contributions received or receivable from employer(s)	2020-12-31	$925,204
Value of certain deemed distributions of participant loans	2020-12-31	$-196
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$21,618
2019 : THE CONTRACTORS RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,972,002
Expenses. Total of all expenses incurred	2019-12-31	$693,099
Benefits paid (including direct rollovers)	2019-12-31	$693,099
Total plan assets at end of year	2019-12-31	$8,635,190
Total plan assets at beginning of year	2019-12-31	$7,356,287
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$246,094
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$1,218,688
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,278,903
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$8,635,190
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$7,356,287
Assets. Value of participant loans	2019-12-31	$352,400
Total contributions received or receivable from employer(s)	2019-12-31	$507,220
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0

Form 5500 Responses for THE CONTRACTORS RETIREMENT PLAN

2022: THE CONTRACTORS RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE CONTRACTORS RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE CONTRACTORS RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE CONTRACTORS RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ANNESE ELECTRICAL SERVICES, INC.
Employer identification number (EIN):	043026734
NAIC Classification:	238900