WILLIAM D. LORENZ CONSTRUCTION CO., INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BENEFITGUARD RETIREMENT INCOME SECURITY PLAN
| Measure | Date | Value |
|---|
| 2025 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-28 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-28 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-28 | 3960 |
| Net assets as of the end of the plan year | 2025-07-28 | 543412 |
| Total assets as of the beginning of the plan year | 2025-07-28 | 492663 |
| Value of plan covered by a fidelity bond | 2025-07-28 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-28 | 3182 |
| Value of participant loans at end of plan year | 2025-07-28 | 0 |
| Other expenses paid from plan in this plan year | 2025-07-28 | 0 |
| Other contributions to plan in this plan year | 2025-07-28 | 0 |
| Other income to plan in this plan year | 2025-07-28 | 47145 |
| Plan net income in this plan year | 2025-07-28 | 50749 |
| Net assets as of the end of the plan year | 2025-07-28 | 543412 |
| Net assets as of the beginning of the plan year | 2025-07-28 | 492663 |
| Value of contributions failed to transmitted timely | 2025-07-28 | 0 |
| Employer contributions to plan in this plan year | 2025-07-28 | 4382 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-28 | 3960 |
| 2024 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-08-20 | 0 |
| Total liabilities as of the end of the plan year | 2024-08-20 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-08-20 | 0 |
| Total expenses incurred by plan in this plan year | 2024-08-20 | 41369 |
| Net assets as of the end of the plan year | 2024-08-20 | 492663 |
| Total assets as of the beginning of the plan year | 2024-08-20 | 456664 |
| Value of plan covered by a fidelity bond | 2024-08-20 | 500000 |
| Participant contributions to plan in this plan year | 2024-08-20 | 6013 |
| Other expenses paid from plan in this plan year | 2024-08-20 | 0 |
| Other contributions to plan in this plan year | 2024-08-20 | 0 |
| Other income to plan in this plan year | 2024-08-20 | 64577 |
| Plan net income in this plan year | 2024-08-20 | 35999 |
| Net assets as of the end of the plan year | 2024-08-20 | 492663 |
| Net assets as of the beginning of the plan year | 2024-08-20 | 456664 |
| Employer contributions to plan in this plan year | 2024-08-20 | 6778 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-20 | 2677 |
| 2022 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-26 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-26 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-26 | 3638 |
| Net assets as of the end of the plan year | 2022-07-26 | 759851 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 663004 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 500000 |
| Participant contributions to plan in this plan year | 2022-07-26 | 6285 |
| Value of participant loans at end of plan year | 2022-07-26 | 0 |
| Other expenses paid from plan in this plan year | 2022-07-26 | 0 |
| Other contributions to plan in this plan year | 2022-07-26 | 0 |
| Other income to plan in this plan year | 2022-07-26 | 87121 |
| Plan net income in this plan year | 2022-07-26 | 96847 |
| Net assets as of the end of the plan year | 2022-07-26 | 759851 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 663004 |
| Value of contributions failed to transmitted timely | 2022-07-26 | 0 |
| Employer contributions to plan in this plan year | 2022-07-26 | 7079 |
| Fees paid to broker by Benefit Provider | 2022-07-26 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-26 | 3638 |
