ENERGY ELECTRIC CO., INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE CONTRACTORS RETIREMENT PLAN
Measure | Date | Value |
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2022 : THE CONTRACTORS RETIREMENT PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $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 | $-134,447 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,244,200 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,239,607 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $4,593 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $738,487 |
Value of total assets at end of year | 2022-12-31 | $4,723,916 |
Value of total assets at beginning of year | 2022-12-31 | $6,102,563 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $6,582 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $338,072 |
Participant contributions at end of year | 2022-12-31 | $168,453 |
Participant contributions at beginning of year | 2022-12-31 | $190,121 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-1,378,647 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $4,723,916 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,102,563 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Interest on participant loans | 2022-12-31 | $6,582 |
Assets. Value of investments in 103.12 investment entities at end of year | 2022-12-31 | $4,555,463 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-12-31 | $5,912,442 |
Net gain/loss from 103.12 investment entities | 2022-12-31 | $-879,516 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $400,415 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,239,607 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | LEE & CROWLEY, LLC |
Accountancy firm EIN | 2022-12-31 | 843551139 |
2021 : THE CONTRACTORS RETIREMENT PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $1,163,703 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $662,550 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $602,879 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $52,735 |
Value of total corrective distributions | 2021-12-31 | $6,936 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $579,003 |
Value of total assets at end of year | 2021-12-31 | $6,102,563 |
Value of total assets at beginning of year | 2021-12-31 | $5,601,410 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $0 |
Total interest from all sources | 2021-12-31 | $8,918 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $297,256 |
Participant contributions at end of year | 2021-12-31 | $190,121 |
Participant contributions at beginning of year | 2021-12-31 | $243,919 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $12,754 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $501,153 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $6,102,563 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,601,410 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Interest on participant loans | 2021-12-31 | $8,918 |
Assets. Value of investments in 103.12 investment entities at end of year | 2021-12-31 | $5,912,442 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-12-31 | $5,357,491 |
Net gain/loss from 103.12 investment entities | 2021-12-31 | $575,782 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $268,993 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $602,879 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | LEE & CROWLEY, LLC |
Accountancy firm EIN | 2021-12-31 | 843551139 |
2020 : THE CONTRACTORS RETIREMENT PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $1,114,240 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $702,495 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $596,472 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $106,023 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $508,302 |
Value of total assets at end of year | 2020-12-31 | $5,601,410 |
Value of total assets at beginning of year | 2020-12-31 | $5,189,665 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $13,536 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $244,965 |
Participant contributions at end of year | 2020-12-31 | $243,919 |
Participant contributions at beginning of year | 2020-12-31 | $294,009 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $411,745 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $5,601,410 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,189,665 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Interest on participant loans | 2020-12-31 | $13,536 |
Assets. Value of investments in 103.12 investment entities at end of year | 2020-12-31 | $5,357,491 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2020-12-31 | $4,895,656 |
Net gain/loss from 103.12 investment entities | 2020-12-31 | $592,402 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $263,337 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $596,472 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | LEE & CROWLEY, LLC |
Accountancy firm EIN | 2020-12-31 | 843551139 |
2019 : THE CONTRACTORS RETIREMENT PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 | $2,253,380 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $379,488 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $369,357 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $10,131 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,656,951 |
Value of total assets at end of year | 2019-12-31 | $5,189,665 |
Value of total assets at beginning of year | 2019-12-31 | $3,315,773 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $8,085 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $400,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $280,054 |
Participant contributions at end of year | 2019-12-31 | $294,009 |
Participant contributions at beginning of year | 2019-12-31 | $182,835 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $48,004 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,873,892 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $5,189,665 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,315,773 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Interest on participant loans | 2019-12-31 | $8,085 |
Assets. Value of investments in 103.12 investment entities at end of year | 2019-12-31 | $4,895,656 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-12-31 | $3,132,938 |
Net gain/loss from 103.12 investment entities | 2019-12-31 | $588,344 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,328,893 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $369,357 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2019-12-31 | 135381590 |
2018 : THE CONTRACTORS RETIREMENT PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 | $1,016,050 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $318,466 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $311,574 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $3,473 |
Value of total corrective distributions | 2018-12-31 | $3,419 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,209,103 |
Value of total assets at end of year | 2018-12-31 | $3,315,773 |
Value of total assets at beginning of year | 2018-12-31 | $2,618,189 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $5,855 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $400,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $244,338 |
Participant contributions at end of year | 2018-12-31 | $182,835 |
Participant contributions at beginning of year | 2018-12-31 | $127,705 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $2,712 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $697,584 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $3,315,773 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,618,189 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Interest on participant loans | 2018-12-31 | $5,855 |
Assets. Value of investments in 103.12 investment entities at end of year | 2018-12-31 | $3,132,938 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2018-12-31 | $2,490,484 |
Net gain/loss from 103.12 investment entities | 2018-12-31 | $-198,908 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $962,053 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $311,574 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2018-12-31 | 135381590 |
2017 : THE CONTRACTORS RETIREMENT PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 | $880,456 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $93,090 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $90,254 |
Value of total corrective distributions | 2017-12-31 | $2,836 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $647,287 |
Value of total assets at end of year | 2017-12-31 | $2,618,189 |
Value of total assets at beginning of year | 2017-12-31 | $1,830,823 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $3,585 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $220,650 |
Participant contributions at end of year | 2017-12-31 | $127,705 |
Participant contributions at beginning of year | 2017-12-31 | $104,502 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $114,006 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $787,366 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $2,618,189 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,830,823 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Interest on participant loans | 2017-12-31 | $3,585 |
Assets. Value of investments in 103.12 investment entities at end of year | 2017-12-31 | $2,490,484 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2017-12-31 | $1,726,321 |
Net gain/loss from 103.12 investment entities | 2017-12-31 | $229,584 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $312,631 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $90,254 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BDO USA LLP |
Accountancy firm EIN | 2017-12-31 | 135381590 |
2016 : THE CONTRACTORS RETIREMENT PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 | $303,208 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $45,965 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $39,097 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $6,868 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $256,247 |
Value of total assets at end of year | 2016-12-31 | $1,830,823 |
Value of total assets at beginning of year | 2016-12-31 | $1,573,580 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $2,711 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $129,573 |
Participant contributions at end of year | 2016-12-31 | $104,502 |
Participant contributions at beginning of year | 2016-12-31 | $78,377 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $257,243 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,830,823 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,573,580 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Interest on participant loans | 2016-12-31 | $2,711 |
Assets. Value of investments in 103.12 investment entities at end of year | 2016-12-31 | $1,726,321 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2016-12-31 | $1,495,203 |
Net gain/loss from 103.12 investment entities | 2016-12-31 | $44,250 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $126,674 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $39,097 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BDO USA LLP |
Accountancy firm EIN | 2016-12-31 | 135381590 |
2015 : THE CONTRACTORS RETIREMENT PLAN 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 | $229,959 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $45,691 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $40,593 |
Value of total corrective distributions | 2015-12-31 | $5,098 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $296,701 |
Value of total assets at end of year | 2015-12-31 | $1,573,580 |
Value of total assets at beginning of year | 2015-12-31 | $1,389,312 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $2,393 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $133,284 |
Participant contributions at end of year | 2015-12-31 | $78,377 |
Participant contributions at beginning of year | 2015-12-31 | $74,860 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $3,889 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $184,268 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,573,580 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,389,312 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Interest on participant loans | 2015-12-31 | $2,393 |
Assets. Value of investments in 103.12 investment entities at end of year | 2015-12-31 | $1,495,203 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2015-12-31 | $1,314,452 |
Net gain/loss from 103.12 investment entities | 2015-12-31 | $-69,135 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $159,528 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $40,593 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BDO USA LLP |
Accountancy firm EIN | 2015-12-31 | 135381590 |