J.E. SHEA ELECTRIC, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan J. E. SHEA ELECTRIC, INC HEALTH & WELFARE PROGRAM
401k plan membership statisitcs for J. E. SHEA ELECTRIC, INC HEALTH & WELFARE PROGRAM
| Measure | Date | Value |
|---|
| 2021: J. E. SHEA ELECTRIC, INC HEALTH & WELFARE PROGRAM 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 30 |
| 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 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 30 |
| 2020: J. E. SHEA ELECTRIC, INC HEALTH & WELFARE PROGRAM 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 25 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 29 |
| 2019: J. E. SHEA ELECTRIC, INC HEALTH & WELFARE PROGRAM 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 23 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 4 |
| Total of all active and inactive participants | 2019-01-01 | 27 |
| Total participants | 2019-01-01 | 27 |
| 2018: J. E. SHEA ELECTRIC, INC HEALTH & WELFARE PROGRAM 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 24 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
| Total of all active and inactive participants | 2018-01-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
| Total participants | 2018-01-01 | 26 |
| 2017: J. E. SHEA ELECTRIC, INC HEALTH & WELFARE PROGRAM 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 17 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 19 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
| Total participants | 2017-01-01 | 20 |
| 2016: J. E. SHEA ELECTRIC, INC HEALTH & WELFARE PROGRAM 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 17 |
| Total of all active and inactive participants | 2016-01-01 | 17 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 17 |
| 2015: J. E. SHEA ELECTRIC, INC HEALTH & WELFARE PROGRAM 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 17 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 17 |
| 2014: J. E. SHEA ELECTRIC, INC HEALTH & WELFARE PROGRAM 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-06-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-06-01 | 17 |
| Number of retired or separated participants receiving benefits | 2014-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-06-01 | 0 |
| Total of all active and inactive participants | 2014-06-01 | 17 |
| Measure | Date | Value |
|---|
| 2021 : J. E. SHEA ELECTRIC, INC HEALTH & WELFARE PROGRAM 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $118,474 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $170,244 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $169,512 |
| Total plan assets at end of year | 2021-12-31 | $578,648 |
| Total plan assets at beginning of year | 2021-12-31 | $630,418 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
| Net income (gross income less expenses) | 2021-12-31 | $-51,770 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $578,648 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $630,418 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $118,474 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $732 |
| 2020 : J. E. SHEA ELECTRIC, INC HEALTH & WELFARE PROGRAM 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $163,762 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $151,109 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $150,273 |
| Total plan assets at end of year | 2020-12-31 | $630,418 |
| Total plan assets at beginning of year | 2020-12-31 | $617,765 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $836 |
| Net income (gross income less expenses) | 2020-12-31 | $12,653 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $630,418 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $617,765 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $163,762 |
| 2019 : J. E. SHEA ELECTRIC, INC HEALTH & WELFARE PROGRAM 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $336,407 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $98,727 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $97,503 |
| Total plan assets at end of year | 2019-12-31 | $617,765 |
| Total plan assets at beginning of year | 2019-12-31 | $380,085 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $1,224 |
| Net income (gross income less expenses) | 2019-12-31 | $237,680 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $617,765 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $380,085 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $336,407 |
| 2018 : J. E. SHEA ELECTRIC, INC HEALTH & WELFARE PROGRAM 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $72,294 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $83,816 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $82,832 |
| Total plan assets at end of year | 2018-12-31 | $380,085 |
| Total plan assets at beginning of year | 2018-12-31 | $391,607 |
| Net income (gross income less expenses) | 2018-12-31 | $-11,522 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $380,085 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $391,607 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $72,294 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $984 |
| 2017 : J. E. SHEA ELECTRIC, INC HEALTH & WELFARE PROGRAM 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $105,087 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $74,473 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $73,601 |
| Total plan assets at end of year | 2017-12-31 | $391,607 |
| Total plan assets at beginning of year | 2017-12-31 | $360,993 |
| Net income (gross income less expenses) | 2017-12-31 | $30,614 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $391,607 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $360,993 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $105,087 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $872 |
| 2016 : J. E. SHEA ELECTRIC, INC HEALTH & WELFARE PROGRAM 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $5,849 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $95,821 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $92,211 |
| Total plan assets at end of year | 2016-12-31 | $360,993 |
| Total plan assets at beginning of year | 2016-12-31 | $450,965 |
| Net income (gross income less expenses) | 2016-12-31 | $-89,972 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $360,993 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $450,965 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $5,849 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $3,610 |
| 2015 : J. E. SHEA ELECTRIC, INC HEALTH & WELFARE PROGRAM 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $267,443 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $58,080 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $46,728 |
| Total plan assets at end of year | 2015-12-31 | $450,965 |
| Total plan assets at beginning of year | 2015-12-31 | $241,602 |
| Net income (gross income less expenses) | 2015-12-31 | $209,363 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $450,965 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $241,602 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $267,443 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $11,352 |
| 2014 : J. E. SHEA ELECTRIC, INC HEALTH & WELFARE PROGRAM 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $264,880 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $23,278 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $21,295 |
| Total plan assets at end of year | 2014-12-31 | $241,602 |
| Total plan assets at beginning of year | 2014-12-31 | $0 |
| Value of fidelity bond covering the plan | 2014-12-31 | $130,000 |
| Net income (gross income less expenses) | 2014-12-31 | $241,602 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $241,602 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $264,880 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $1,983 |
| 2021: J. E. SHEA ELECTRIC, INC HEALTH & WELFARE PROGRAM 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | 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: J. E. SHEA ELECTRIC, INC HEALTH & WELFARE PROGRAM 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: J. E. SHEA ELECTRIC, INC HEALTH & WELFARE PROGRAM 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 |
| 2018: J. E. SHEA ELECTRIC, INC HEALTH & WELFARE PROGRAM 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: J. E. SHEA ELECTRIC, INC HEALTH & WELFARE PROGRAM 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: J. E. SHEA ELECTRIC, INC HEALTH & WELFARE PROGRAM 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: J. E. SHEA ELECTRIC, INC HEALTH & WELFARE PROGRAM 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: J. E. SHEA ELECTRIC, INC HEALTH & WELFARE PROGRAM 2014 form 5500 responses |
|---|
| 2014-06-01 | Type of plan entity | Single employer plan |
| 2014-06-01 | First time form 5500 has been submitted | Yes |
| 2014-06-01 | Submission has been amended | No |
| 2014-06-01 | This submission is the final filing | No |
| 2014-06-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2014-06-01 | Plan is a collectively bargained plan | No |
| 2014-06-01 | Plan funding arrangement – Trust | Yes |
| 2014-06-01 | Plan benefit arrangement - Trust | Yes |
