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THE CONTRACTORS RETIREMENT PLAN 401k Plan overview

Plan NameTHE CONTRACTORS RETIREMENT PLAN
Plan identification number 001

THE CONTRACTORS RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Money purchase (other than target benefit)
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BOWINGS & HUBER, LLC has sponsored the creation of one or more 401k plans.

Company Name:BOWINGS & HUBER, LLC
Employer identification number (EIN):201819664
NAIC Classification:238900

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01JENNIFER EHRHARDT
0012017-01-01JENNIFER EHRHARDT
0012016-01-01
0012016-01-01
0012016-01-01
0012015-01-01SANDRA CRESWELL2016-06-08 SANDRA CRESWELL2016-06-08
0012014-01-01SANDRA CRESWELL2015-06-08 SANDRA CRESWELL2015-06-08
0012013-01-01MARK HUBER2014-07-17 MARK HUBER2014-07-17
0012012-01-01MARK HUBER2013-06-03
0012011-01-01MARK HUBER2012-06-25
0012010-06-21MARK HUBER2011-09-29

Plan Statistics for THE CONTRACTORS RETIREMENT PLAN

401k plan membership statisitcs for THE CONTRACTORS RETIREMENT PLAN

Measure Date Value
2022: THE CONTRACTORS RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01395
Total number of active participants reported on line 7a of the Form 55002022-01-01155
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0199
Total of all active and inactive participants2022-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01254
Number of participants with account balances2022-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: THE CONTRACTORS RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01409
Total number of active participants reported on line 7a of the Form 55002021-01-01284
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01111
Total of all active and inactive participants2021-01-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01395
Number of participants with account balances2021-01-01395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-019
2020: THE CONTRACTORS RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01272
Total number of active participants reported on line 7a of the Form 55002020-01-01340
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0169
Total of all active and inactive participants2020-01-01409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01409
Number of participants with account balances2020-01-01409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: THE CONTRACTORS RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01217
Total number of active participants reported on line 7a of the Form 55002019-01-01249
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0123
Total of all active and inactive participants2019-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01272
Number of participants with account balances2019-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: THE CONTRACTORS RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01175
Total number of active participants reported on line 7a of the Form 55002018-01-01200
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0117
Total of all active and inactive participants2018-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01217
Number of participants with account balances2018-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: THE CONTRACTORS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01148
Total number of active participants reported on line 7a of the Form 55002017-01-01156
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0119
Total of all active and inactive participants2017-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01175
Number of participants with account balances2017-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: THE CONTRACTORS RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01137
Total number of active participants reported on line 7a of the Form 55002016-01-01144
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01148
Number of participants with account balances2016-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on THE CONTRACTORS RETIREMENT PLAN

Measure Date Value
2022 : THE CONTRACTORS RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$74,499
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,378,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,313,483
Expenses. Certain deemed distributions of participant loans2022-12-31$57,230
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,711,095
Value of total assets at end of year2022-12-31$7,855,602
Value of total assets at beginning of year2022-12-31$9,159,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$7,950
Total interest from all sources2022-12-31$10,911
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 year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$7,950
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$285,770
Participant contributions at end of year2022-12-31$360,054
Participant contributions at beginning of year2022-12-31$344,699
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,931
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,304,164
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,855,602
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,159,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Interest on participant loans2022-12-31$10,911
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$7,495,548
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$8,815,067
Net gain/loss from 103.12 investment entities2022-12-31$-1,647,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,422,394
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,313,483
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ERICKSON DEMEL & ASSOCIATES, PLLC
Accountancy firm EIN2022-12-31871577252
2021 : THE CONTRACTORS RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$2,752,163
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,730,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,655,604
Expenses. Certain deemed distributions of participant loans2021-12-31$74,722
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,730,960
Value of total assets at end of year2021-12-31$9,159,766
Value of total assets at beginning of year2021-12-31$8,137,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$10,355
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 year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$262,591
Participant contributions at end of year2021-12-31$344,699
Participant contributions at beginning of year2021-12-31$335,520
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$161,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,021,837
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,159,766
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,137,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Interest on participant loans2021-12-31$10,355
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$8,815,067
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$7,802,409
Net gain/loss from 103.12 investment entities2021-12-31$1,010,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,307,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,655,604
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ERICKSON DEMEL & ASSOCIATES, PLLC
Accountancy firm EIN2021-12-31871577252
2020 : THE CONTRACTORS RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$3,993,750
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$305,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$264,628
Expenses. Certain deemed distributions of participant loans2020-12-31$38,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,063,247
Value of total assets at end of year2020-12-31$8,137,929
Value of total assets at beginning of year2020-12-31$4,450,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,000
Total interest from all sources2020-12-31$9,216
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 year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$3,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$293,277
Participant contributions at end of year2020-12-31$335,520
Participant contributions at beginning of year2020-12-31$161,329
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$31,584
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,687,911
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,137,929
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,450,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Interest on participant loans2020-12-31$9,216
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$7,802,409
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$4,288,689
Net gain/loss from 103.12 investment entities2020-12-31$921,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,738,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$264,628
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ERICKSON, DEMEL & CO., PLLC
Accountancy firm EIN2020-12-31464064364
2019 : THE CONTRACTORS RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$2,088,525
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$384,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$333,877
Expenses. Certain deemed distributions of participant loans2019-12-31$47,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,435,568
Value of total assets at end of year2019-12-31$4,450,018
Value of total assets at beginning of year2019-12-31$2,745,678
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,700
Total interest from all sources2019-12-31$6,649
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 year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$2,700
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$300,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$187,046
Participant contributions at end of year2019-12-31$161,329
Participant contributions at beginning of year2019-12-31$108,425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,704,340
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,450,018
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,745,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Interest on participant loans2019-12-31$6,649
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$4,288,689
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$2,637,253
Net gain/loss from 103.12 investment entities2019-12-31$646,308
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,248,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$333,877
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ERICKSON, DEMEL & CO., PLLC
Accountancy firm EIN2019-12-31464064364
2018 : THE CONTRACTORS RETIREMENT PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : THE CONTRACTORS RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$226,590
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$974,755
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$140,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$115,670
Expenses. Certain deemed distributions of participant loans2017-12-31$24,644
Value of total corrective distributions2017-12-31$524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$684,046
Value of total assets at end of year2017-12-31$2,359,272
Value of total assets at beginning of year2017-12-31$1,298,765
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$1,707
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 year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$200,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$177,473
Participant contributions at end of year2017-12-31$59,764
Participant contributions at beginning of year2017-12-31$53,756
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$833,917
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,359,272
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,298,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Interest on participant loans2017-12-31$1,707
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$2,299,508
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$1,245,009
Net gain/loss from 103.12 investment entities2017-12-31$289,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$506,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$115,670
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31ERICKSON, DEMEL & CO., PLLC
Accountancy firm EIN2017-12-31464064364
2016 : THE CONTRACTORS RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$688,086
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$160,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$144,524
Expenses. Certain deemed distributions of participant loans2016-12-31$14,522
Value of total corrective distributions2016-12-31$1,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$658,100
Value of total assets at end of year2016-12-31$1,298,765
Value of total assets at beginning of year2016-12-31$771,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$644
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 year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$100,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$102,698
Participant contributions at end of year2016-12-31$53,756
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$527,180
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,298,765
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$771,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Interest on participant loans2016-12-31$644
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$1,245,009
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$771,585
Net gain/loss from 103.12 investment entities2016-12-31$29,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$555,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$144,524
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31ERICKSON, DEMEL & CO., PLLC
Accountancy firm EIN2016-12-31464064364

Form 5500 Responses for THE CONTRACTORS RETIREMENT PLAN

2022: THE CONTRACTORS RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE CONTRACTORS RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE CONTRACTORS RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE CONTRACTORS RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE CONTRACTORS RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE CONTRACTORS RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE CONTRACTORS RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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