401k Plan data: SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN plan

SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 401k Plan overview

Plan Name	SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN
Plan identification number	001

SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SHOEMAKER CONSTRUCTION CO. has sponsored the creation of one or more 401k plans.

Company Name: SHOEMAKER CONSTRUCTION CO.

Employer identification number (EIN): 061706287

NAIC Classification: 236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-10-01 GREG L. BUTZ 2024-04-29 GREG L. BUTZ 2024-04-29
001 2021-10-01
001 2021-10-01 GREG BUTZ
001 2020-10-01
001 2017-10-01 GREG BUTZ
001 2016-10-01 GREG BUTZ
001 2015-10-01 GREG BUTZ
001 2014-10-01 GREG BUTZ
001 2013-10-01 GREG BUTZ
001 2012-10-01 ROGER BALL
001 2011-10-01 ROGER BALL
001 2010-10-01 ROGER BALL
001 2009-10-01 ROGER BALL
001 2008-10-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-10-01	GREG L. BUTZ	2024-04-29	GREG L. BUTZ	2024-04-29
001	2021-10-01
001	2021-10-01	GREG BUTZ
001	2020-10-01
001	2017-10-01	GREG BUTZ
001	2016-10-01	GREG BUTZ
001	2015-10-01	GREG BUTZ
001	2014-10-01	GREG BUTZ
001	2013-10-01	GREG BUTZ
001	2012-10-01	ROGER BALL
001	2011-10-01	ROGER BALL
001	2010-10-01	ROGER BALL
001	2009-10-01	ROGER BALL
001	2008-10-01

Plan Statistics for SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN

401k plan membership statisitcs for SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN

Measure Date Value
2025: SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-02-18 86
Total number of particpants at end of year 2025-02-18 85
Number of Participants With Account Balances 2025-02-18 81
2021: SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-10-01 95
Total number of active participants reported on line 7a of the Form 5500 2021-10-01 67
Number of other retired or separated participants entitled to future benefits 2021-10-01 24
Total of all active and inactive participants 2021-10-01 91
Total participants 2021-10-01 91
Number of participants with account balances 2021-10-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-10-01 6
2020: SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-10-01 100
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 71
Number of retired or separated participants receiving benefits 2020-10-01 0
Number of other retired or separated participants entitled to future benefits 2020-10-01 24
Total of all active and inactive participants 2020-10-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-10-01 0
Total participants 2020-10-01 95
Number of participants with account balances 2020-10-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-10-01 8
2017: SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-10-01 79
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 61
Number of other retired or separated participants entitled to future benefits 2017-10-01 24
Total of all active and inactive participants 2017-10-01 85
Total participants 2017-10-01 85
Number of participants with account balances 2017-10-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-01 3
2016: SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 70
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 49
Number of other retired or separated participants entitled to future benefits 2016-10-01 30
Total of all active and inactive participants 2016-10-01 79
Total participants 2016-10-01 79
Number of participants with account balances 2016-10-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 2
2015: SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-10-01 66
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 42
Number of other retired or separated participants entitled to future benefits 2015-10-01 28
Total of all active and inactive participants 2015-10-01 70
Total participants 2015-10-01 70
Number of participants with account balances 2015-10-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 4
2014: SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 70
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 42
Number of other retired or separated participants entitled to future benefits 2014-10-01 24
Total of all active and inactive participants 2014-10-01 66
Total participants 2014-10-01 66
Number of participants with account balances 2014-10-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 2
2013: SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 75
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 45
Number of retired or separated participants receiving benefits 2013-10-01 0
Number of other retired or separated participants entitled to future benefits 2013-10-01 25
Total of all active and inactive participants 2013-10-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 0
Total participants 2013-10-01 70
Number of participants with account balances 2013-10-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 3
2012: SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 74
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 50
Number of retired or separated participants receiving benefits 2012-10-01 0
Number of other retired or separated participants entitled to future benefits 2012-10-01 24
Total of all active and inactive participants 2012-10-01 74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 0
Total participants 2012-10-01 74
Number of participants with account balances 2012-10-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 4
2011: SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 77
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 48
Number of retired or separated participants receiving benefits 2011-10-01 0
Number of other retired or separated participants entitled to future benefits 2011-10-01 26
Total of all active and inactive participants 2011-10-01 74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 0
Total participants 2011-10-01 74
Number of participants with account balances 2011-10-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 1
2010: SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-10-01 77
Total number of active participants reported on line 7a of the Form 5500 2010-10-01 51
Number of retired or separated participants receiving benefits 2010-10-01 0
Number of other retired or separated participants entitled to future benefits 2010-10-01 24
Total of all active and inactive participants 2010-10-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-10-01 0
Total participants 2010-10-01 75
Number of participants with account balances 2010-10-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-10-01 2
2009: SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 81
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 49
Number of retired or separated participants receiving benefits 2009-10-01 0
Number of other retired or separated participants entitled to future benefits 2009-10-01 27
Total of all active and inactive participants 2009-10-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 0
Total participants 2009-10-01 76
Number of participants with account balances 2009-10-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 1

Measure	Date	Value
2025: SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-02-18	86
Total number of particpants at end of year	2025-02-18	85
Number of Participants With Account Balances	2025-02-18	81
2021: SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-10-01	95
Total number of active participants reported on line 7a of the Form 5500	2021-10-01	67
Number of other retired or separated participants entitled to future benefits	2021-10-01	24
Total of all active and inactive participants	2021-10-01	91
Total participants	2021-10-01	91
Number of participants with account balances	2021-10-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-10-01	6
2020: SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-10-01	100
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	71
Number of retired or separated participants receiving benefits	2020-10-01	0
Number of other retired or separated participants entitled to future benefits	2020-10-01	24
Total of all active and inactive participants	2020-10-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-10-01	0
Total participants	2020-10-01	95
Number of participants with account balances	2020-10-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-10-01	8
2017: SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-10-01	79
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	61
Number of other retired or separated participants entitled to future benefits	2017-10-01	24
Total of all active and inactive participants	2017-10-01	85
Total participants	2017-10-01	85
Number of participants with account balances	2017-10-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-01	3
2016: SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	70
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	49
Number of other retired or separated participants entitled to future benefits	2016-10-01	30
Total of all active and inactive participants	2016-10-01	79
Total participants	2016-10-01	79
Number of participants with account balances	2016-10-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	2
2015: SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-10-01	66
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	42
Number of other retired or separated participants entitled to future benefits	2015-10-01	28
Total of all active and inactive participants	2015-10-01	70
Total participants	2015-10-01	70
Number of participants with account balances	2015-10-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	4
2014: SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	70
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	42
Number of other retired or separated participants entitled to future benefits	2014-10-01	24
Total of all active and inactive participants	2014-10-01	66
Total participants	2014-10-01	66
Number of participants with account balances	2014-10-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	2
2013: SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	75
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	45
Number of retired or separated participants receiving benefits	2013-10-01	0
Number of other retired or separated participants entitled to future benefits	2013-10-01	25
Total of all active and inactive participants	2013-10-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	0
Total participants	2013-10-01	70
Number of participants with account balances	2013-10-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	3
2012: SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	74
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	50
Number of retired or separated participants receiving benefits	2012-10-01	0
Number of other retired or separated participants entitled to future benefits	2012-10-01	24
Total of all active and inactive participants	2012-10-01	74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	0
Total participants	2012-10-01	74
Number of participants with account balances	2012-10-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	4
2011: SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	77
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	48
Number of retired or separated participants receiving benefits	2011-10-01	0
Number of other retired or separated participants entitled to future benefits	2011-10-01	26
Total of all active and inactive participants	2011-10-01	74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	0
Total participants	2011-10-01	74
Number of participants with account balances	2011-10-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	1
2010: SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-10-01	77
Total number of active participants reported on line 7a of the Form 5500	2010-10-01	51
Number of retired or separated participants receiving benefits	2010-10-01	0
Number of other retired or separated participants entitled to future benefits	2010-10-01	24
Total of all active and inactive participants	2010-10-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-10-01	0
Total participants	2010-10-01	75
Number of participants with account balances	2010-10-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-10-01	2
2009: SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	81
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	49
Number of retired or separated participants receiving benefits	2009-10-01	0
Number of other retired or separated participants entitled to future benefits	2009-10-01	27
Total of all active and inactive participants	2009-10-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	0
Total participants	2009-10-01	76
Number of participants with account balances	2009-10-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	1

Financial Data on SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN

Measure	Date	Value
2025 : SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2025 401k financial data
Total liabilities as of the end of the plan year	2025-02-18	0
Total liabilities as of the beginning of the plan year	2025-02-18	0
Total expenses incurred by plan in this plan year	2025-02-18	1194394
Net assets as of the end of the plan year	2025-02-18	10753191
Total assets as of the beginning of the plan year	2025-02-18	8713672
Value of plan covered by a fidelity bond	2025-02-18	1000000
Participant contributions to plan in this plan year	2025-02-18	557952
Value of participant loans at end of plan year	2025-02-18	220681
Other income to plan in this plan year	2025-02-18	2445505
Plan net income in this plan year	2025-02-18	2039519
Net assets as of the end of the plan year	2025-02-18	10753191
Net assets as of the beginning of the plan year	2025-02-18	8713672
Employer contributions to plan in this plan year	2025-02-18	230456
Expensese paid to adminstrative service provicers from plan in this plan year	2025-02-18	35579
2022 : SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-09-30	$0
Total plan liabilities at end of year	2022-09-30	$0
Total plan liabilities at beginning of year	2022-09-30	$0
Total income from all sources	2022-09-30	$-1,197,401
Expenses. Total of all expenses incurred	2022-09-30	$306,952
Benefits paid (including direct rollovers)	2022-09-30	$302,712
Total plan assets at end of year	2022-09-30	$6,917,396
Total plan assets at beginning of year	2022-09-30	$8,421,749
Value of fidelity bond covering the plan	2022-09-30	$1,000,000
Assets. Value of tangible personal property	2022-09-30	$0
Total contributions received or receivable from participants	2022-09-30	$456,123
Assets. Value of loans (other than to participants)	2022-09-30	$0
Expenses. Other expenses not covered elsewhere	2022-09-30	$0
Contributions received from other sources (not participants or employers)	2022-09-30	$2,313
Other income received	2022-09-30	$-1,846,136
Noncash contributions received	2022-09-30	$0
Net income (gross income less expenses)	2022-09-30	$-1,504,353
Net plan assets at end of year (total assets less liabilities)	2022-09-30	$6,917,396
Net plan assets at beginning of year (total assets less liabilities)	2022-09-30	$8,421,749
Assets. Value of participant loans	2022-09-30	$53,994
Assets. Value of assets in partnership/joint-venture interests	2022-09-30	$0
Assets. Value of real-estate (other than employer real property)	2022-09-30	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2022-09-30	$0
Assets. Value of employer securities	2022-09-30	$0
Assets. Value of employer real property	2022-09-30	$0
Total contributions received or receivable from employer(s)	2022-09-30	$190,299
Value of certain deemed distributions of participant loans	2022-09-30	$0
Value of corrective distributions	2022-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-09-30	$4,240
2021 : SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-09-30	$0
Total plan liabilities at end of year	2021-09-30	$0
Total plan liabilities at beginning of year	2021-09-30	$0
Total income from all sources	2021-09-30	$2,437,774
Expenses. Total of all expenses incurred	2021-09-30	$1,911,709
Benefits paid (including direct rollovers)	2021-09-30	$1,908,606
Total plan assets at end of year	2021-09-30	$8,421,749
Total plan assets at beginning of year	2021-09-30	$7,895,684
Value of fidelity bond covering the plan	2021-09-30	$1,000,000
Assets. Value of tangible personal property	2021-09-30	$0
Total contributions received or receivable from participants	2021-09-30	$434,986
Assets. Value of loans (other than to participants)	2021-09-30	$0
Expenses. Other expenses not covered elsewhere	2021-09-30	$0
Contributions received from other sources (not participants or employers)	2021-09-30	$159,048
Other income received	2021-09-30	$1,638,434
Noncash contributions received	2021-09-30	$0
Net income (gross income less expenses)	2021-09-30	$526,065
Net plan assets at end of year (total assets less liabilities)	2021-09-30	$8,421,749
Net plan assets at beginning of year (total assets less liabilities)	2021-09-30	$7,895,684
Assets. Value of participant loans	2021-09-30	$108,759
Assets. Value of assets in partnership/joint-venture interests	2021-09-30	$0
Assets. Value of real-estate (other than employer real property)	2021-09-30	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2021-09-30	$0
Assets. Value of employer securities	2021-09-30	$0
Assets. Value of employer real property	2021-09-30	$0
Total contributions received or receivable from employer(s)	2021-09-30	$205,306
Value of certain deemed distributions of participant loans	2021-09-30	$0
Value of corrective distributions	2021-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-09-30	$3,103
2020 : SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-09-30	$0
Total plan liabilities at end of year	2020-09-30	$0
Total plan liabilities at beginning of year	2020-09-30	$0
Total income from all sources	2020-09-30	$1,537,675
Expenses. Total of all expenses incurred	2020-09-30	$452,197
Benefits paid (including direct rollovers)	2020-09-30	$447,964
Total plan assets at end of year	2020-09-30	$7,895,684
Total plan assets at beginning of year	2020-09-30	$6,810,206
Value of fidelity bond covering the plan	2020-09-30	$1,000,000
Assets. Value of tangible personal property	2020-09-30	$0
Total contributions received or receivable from participants	2020-09-30	$426,227
Assets. Value of loans (other than to participants)	2020-09-30	$0
Expenses. Other expenses not covered elsewhere	2020-09-30	$0
Contributions received from other sources (not participants or employers)	2020-09-30	$6,415
Other income received	2020-09-30	$898,311
Noncash contributions received	2020-09-30	$0
Net income (gross income less expenses)	2020-09-30	$1,085,478
Net plan assets at end of year (total assets less liabilities)	2020-09-30	$7,895,684
Net plan assets at beginning of year (total assets less liabilities)	2020-09-30	$6,810,206
Assets. Value of participant loans	2020-09-30	$116,173
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2020-09-30	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2020-09-30	$0
Assets. Value of assets in partnership/joint-venture interests	2020-09-30	$0
Assets. Value of real-estate (other than employer real property)	2020-09-30	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2020-09-30	$0
Assets. Value of employer securities	2020-09-30	$0
Assets. Value of employer real property	2020-09-30	$0
Total contributions received or receivable from employer(s)	2020-09-30	$206,722
Value of certain deemed distributions of participant loans	2020-09-30	$0
Value of corrective distributions	2020-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-09-30	$4,233
2019 : SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-09-30	$0
Total plan liabilities at end of year	2019-09-30	$0
Total plan liabilities at beginning of year	2019-09-30	$0
Total income from all sources	2019-09-30	$748,999
Expenses. Total of all expenses incurred	2019-09-30	$1,020,021
Benefits paid (including direct rollovers)	2019-09-30	$1,014,796
Total plan assets at end of year	2019-09-30	$6,810,206
Total plan assets at beginning of year	2019-09-30	$7,081,228
Value of fidelity bond covering the plan	2019-09-30	$1,000,000
Total contributions received or receivable from participants	2019-09-30	$380,244
Expenses. Other expenses not covered elsewhere	2019-09-30	$0
Contributions received from other sources (not participants or employers)	2019-09-30	$18,287
Other income received	2019-09-30	$149,475
Noncash contributions received	2019-09-30	$0
Net income (gross income less expenses)	2019-09-30	$-271,022
Net plan assets at end of year (total assets less liabilities)	2019-09-30	$6,810,206
Net plan assets at beginning of year (total assets less liabilities)	2019-09-30	$7,081,228
Assets. Value of participant loans	2019-09-30	$153,829
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2019-09-30	$0
Total contributions received or receivable from employer(s)	2019-09-30	$200,993
Value of certain deemed distributions of participant loans	2019-09-30	$0
Value of corrective distributions	2019-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-09-30	$5,225
2018 : SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-09-30	$0
Total plan liabilities at end of year	2018-09-30	$0
Total plan liabilities at beginning of year	2018-09-30	$0
Total income from all sources	2018-09-30	$1,139,205
Expenses. Total of all expenses incurred	2018-09-30	$441,312
Benefits paid (including direct rollovers)	2018-09-30	$436,706
Total plan assets at end of year	2018-09-30	$7,081,228
Total plan assets at beginning of year	2018-09-30	$6,383,335
Value of fidelity bond covering the plan	2018-09-30	$1,000,000
Total contributions received or receivable from participants	2018-09-30	$303,584
Expenses. Other expenses not covered elsewhere	2018-09-30	$0
Contributions received from other sources (not participants or employers)	2018-09-30	$0
Other income received	2018-09-30	$681,630
Noncash contributions received	2018-09-30	$0
Net income (gross income less expenses)	2018-09-30	$697,893
Net plan assets at end of year (total assets less liabilities)	2018-09-30	$7,081,228
Net plan assets at beginning of year (total assets less liabilities)	2018-09-30	$6,383,335
Assets. Value of participant loans	2018-09-30	$99,776
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2018-09-30	$0
Total contributions received or receivable from employer(s)	2018-09-30	$153,991
Value of certain deemed distributions of participant loans	2018-09-30	$0
Value of corrective distributions	2018-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-09-30	$4,606
2017 : SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-09-30	$0
Total plan liabilities at end of year	2017-09-30	$0
Total plan liabilities at beginning of year	2017-09-30	$0
Total income from all sources	2017-09-30	$1,245,097
Expenses. Total of all expenses incurred	2017-09-30	$706,108
Benefits paid (including direct rollovers)	2017-09-30	$702,857
Total plan assets at end of year	2017-09-30	$6,383,335
Total plan assets at beginning of year	2017-09-30	$5,844,346
Value of fidelity bond covering the plan	2017-09-30	$1,000,000
Total contributions received or receivable from participants	2017-09-30	$240,390
Expenses. Other expenses not covered elsewhere	2017-09-30	$0
Contributions received from other sources (not participants or employers)	2017-09-30	$0
Other income received	2017-09-30	$874,452
Noncash contributions received	2017-09-30	$0
Net income (gross income less expenses)	2017-09-30	$538,989
Net plan assets at end of year (total assets less liabilities)	2017-09-30	$6,383,335
Net plan assets at beginning of year (total assets less liabilities)	2017-09-30	$5,844,346
Assets. Value of participant loans	2017-09-30	$134,138
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2017-09-30	$0
Total contributions received or receivable from employer(s)	2017-09-30	$130,255
Value of certain deemed distributions of participant loans	2017-09-30	$0
Value of corrective distributions	2017-09-30	$1,505
Expenses. Administrative service providers (salaries,fees and commissions)	2017-09-30	$1,746
2016 : SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-09-30	$0
Total plan liabilities at end of year	2016-09-30	$0
Total plan liabilities at beginning of year	2016-09-30	$0
Total income from all sources	2016-09-30	$929,111
Expenses. Total of all expenses incurred	2016-09-30	$714,868
Benefits paid (including direct rollovers)	2016-09-30	$713,795
Total plan assets at end of year	2016-09-30	$5,844,346
Total plan assets at beginning of year	2016-09-30	$5,630,103
Value of fidelity bond covering the plan	2016-09-30	$1,000,000
Total contributions received or receivable from participants	2016-09-30	$223,826
Expenses. Other expenses not covered elsewhere	2016-09-30	$0
Contributions received from other sources (not participants or employers)	2016-09-30	$6,768
Other income received	2016-09-30	$588,297
Noncash contributions received	2016-09-30	$0
Net income (gross income less expenses)	2016-09-30	$214,243
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$5,844,346
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$5,630,103
Assets. Value of participant loans	2016-09-30	$104,028
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2016-09-30	$0
Total contributions received or receivable from employer(s)	2016-09-30	$110,220
Value of certain deemed distributions of participant loans	2016-09-30	$0
Value of corrective distributions	2016-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-09-30	$1,073
2015 : SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-09-30	$0
Total plan liabilities at end of year	2015-09-30	$0
Total plan liabilities at beginning of year	2015-09-30	$0
Total income from all sources	2015-09-30	$404,493
Expenses. Total of all expenses incurred	2015-09-30	$1,342,382
Benefits paid (including direct rollovers)	2015-09-30	$1,341,813
Total plan assets at end of year	2015-09-30	$5,630,103
Total plan assets at beginning of year	2015-09-30	$6,567,992
Value of fidelity bond covering the plan	2015-09-30	$1,000,000
Assets. Value of tangible personal property	2015-09-30	$0
Total contributions received or receivable from participants	2015-09-30	$223,559
Assets. Value of loans (other than to participants)	2015-09-30	$0
Expenses. Other expenses not covered elsewhere	2015-09-30	$0
Contributions received from other sources (not participants or employers)	2015-09-30	$0
Other income received	2015-09-30	$60,406
Noncash contributions received	2015-09-30	$0
Net income (gross income less expenses)	2015-09-30	$-937,889
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$5,630,103
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$6,567,992
Assets. Value of participant loans	2015-09-30	$110,964
Assets. Value of assets in partnership/joint-venture interests	2015-09-30	$0
Assets. Value of real-estate (other than employer real property)	2015-09-30	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2015-09-30	$0
Assets. Value of employer securities	2015-09-30	$0
Assets. Value of employer real property	2015-09-30	$0
Total contributions received or receivable from employer(s)	2015-09-30	$120,528
Value of certain deemed distributions of participant loans	2015-09-30	$0
Value of corrective distributions	2015-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-09-30	$569
2014 : SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-09-30	$0
Total plan liabilities at end of year	2014-09-30	$0
Total plan liabilities at beginning of year	2014-09-30	$0
Total income from all sources	2014-09-30	$1,121,246
Expenses. Total of all expenses incurred	2014-09-30	$330,531
Benefits paid (including direct rollovers)	2014-09-30	$311,238
Total plan assets at end of year	2014-09-30	$6,567,992
Total plan assets at beginning of year	2014-09-30	$5,777,277
Value of fidelity bond covering the plan	2014-09-30	$1,000,000
Total contributions received or receivable from participants	2014-09-30	$287,336
Expenses. Other expenses not covered elsewhere	2014-09-30	$0
Contributions received from other sources (not participants or employers)	2014-09-30	$0
Other income received	2014-09-30	$690,236
Noncash contributions received	2014-09-30	$0
Net income (gross income less expenses)	2014-09-30	$790,715
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$6,567,992
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$5,777,277
Assets. Value of participant loans	2014-09-30	$165,801
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2014-09-30	$0
Total contributions received or receivable from employer(s)	2014-09-30	$143,674
Value of certain deemed distributions of participant loans	2014-09-30	$18,249
Value of corrective distributions	2014-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-09-30	$1,044
2013 : SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-09-30	$1,267,948
Expenses. Total of all expenses incurred	2013-09-30	$241,618
Benefits paid (including direct rollovers)	2013-09-30	$240,648
Total plan assets at end of year	2013-09-30	$5,777,277
Total plan assets at beginning of year	2013-09-30	$4,750,947
Value of fidelity bond covering the plan	2013-09-30	$1,000,000
Total contributions received or receivable from participants	2013-09-30	$280,814
Contributions received from other sources (not participants or employers)	2013-09-30	$13,376
Other income received	2013-09-30	$847,536
Net income (gross income less expenses)	2013-09-30	$1,026,330
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$5,777,277
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$4,750,947
Assets. Value of participant loans	2013-09-30	$135,593
Total contributions received or receivable from employer(s)	2013-09-30	$126,222
Expenses. Administrative service providers (salaries,fees and commissions)	2013-09-30	$970
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-09-30	$0
2012 : SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-09-30	$1,166,687
Expenses. Total of all expenses incurred	2012-09-30	$109,754
Benefits paid (including direct rollovers)	2012-09-30	$108,627
Total plan assets at end of year	2012-09-30	$4,750,947
Total plan assets at beginning of year	2012-09-30	$3,694,014
Value of fidelity bond covering the plan	2012-09-30	$1,000,000
Total contributions received or receivable from participants	2012-09-30	$273,784
Contributions received from other sources (not participants or employers)	2012-09-30	$5,000
Other income received	2012-09-30	$756,745
Net income (gross income less expenses)	2012-09-30	$1,056,933
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$4,750,947
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$3,694,014
Assets. Value of participant loans	2012-09-30	$99,416
Total contributions received or receivable from employer(s)	2012-09-30	$131,158
Expenses. Administrative service providers (salaries,fees and commissions)	2012-09-30	$1,127
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-09-30	$0
2011 : SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-09-30	$416,238
Expenses. Total of all expenses incurred	2011-09-30	$913,135
Benefits paid (including direct rollovers)	2011-09-30	$911,339
Total plan assets at end of year	2011-09-30	$3,694,014
Total plan assets at beginning of year	2011-09-30	$4,190,911
Value of fidelity bond covering the plan	2011-09-30	$1,000,000
Total contributions received or receivable from participants	2011-09-30	$291,779
Other income received	2011-09-30	$-2,255
Net income (gross income less expenses)	2011-09-30	$-496,897
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$3,694,014
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$4,190,911
Assets. Value of participant loans	2011-09-30	$66,074
Total contributions received or receivable from employer(s)	2011-09-30	$126,714
Expenses. Administrative service providers (salaries,fees and commissions)	2011-09-30	$1,796
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-09-30	$0
2010 : SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-09-30	$0

Form 5500 Responses for SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN

2021: SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2021 form 5500 responses
2021-10-01	Type of plan entity	Single employer plan
2021-10-01	Submission has been amended	No
2021-10-01	This submission is the final filing	No
2021-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-10-01	Plan is a collectively bargained plan	No
2021-10-01	Plan funding arrangement – Trust	Yes
2021-10-01	Plan benefit arrangement - Trust	Yes
2020: SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
2020-10-01	Submission has been amended	No
2020-10-01	This submission is the final filing	No
2020-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-10-01	Plan is a collectively bargained plan	No
2020-10-01	Plan funding arrangement – Trust	Yes
2020-10-01	Plan benefit arrangement - Trust	Yes
2017: SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Submission has been amended	No
2017-10-01	This submission is the final filing	No
2017-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-10-01	Plan is a collectively bargained plan	No
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Submission has been amended	No
2016-10-01	This submission is the final filing	No
2016-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-10-01	Plan is a collectively bargained plan	No
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Submission has been amended	No
2015-10-01	This submission is the final filing	No
2015-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-10-01	Plan is a collectively bargained plan	No
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Submission has been amended	No
2014-10-01	This submission is the final filing	No
2014-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-10-01	Plan is a collectively bargained plan	No
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	No
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	No
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2010: SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2010 form 5500 responses
2010-10-01	Type of plan entity	Single employer plan
2010-10-01	Submission has been amended	No
2010-10-01	This submission is the final filing	No
2010-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-10-01	Plan funding arrangement – Trust	Yes
2010-10-01	Plan benefit arrangement - Trust	Yes
2009: SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes
2008: SHOEMAKER & ALEXANDER COMPANIES 401(K) PLAN 2008 form 5500 responses
2008-10-01	Type of plan entity	Single employer plan
2008-10-01	Submission has been amended	No
2008-10-01	This submission is the final filing	No
2008-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-10-01	Plan is a collectively bargained plan	No

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Company Name:	SHOEMAKER CONSTRUCTION CO.
Employer identification number (EIN):	061706287
NAIC Classification:	236200