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LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE PLAN 401k Plan overview

Plan NameLEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE PLAN
Plan identification number 002

LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE 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).
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LEONARD S. FIORE, INC. has sponsored the creation of one or more 401k plans.

Company Name:LEONARD S. FIORE, INC.
Employer identification number (EIN):251182956
NAIC Classification:236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01SARA FIORE-GUNNETT SARA FIORE-GUNNETT2018-10-08
0022016-01-01SARA FIORE-GUNNETT SARA FIORE-GUNNETT2017-09-01
0022015-01-01SARA FIORE-GUNNETT SARA FIORE-GUNNETT2016-09-12
0022014-01-01SARA FIORE-GUNNETT
0022013-01-01SARA FIORE-GUNNETT
0022012-01-01SARA FIORE-GUNNETT
0022011-01-01SARA FIORE-GUNNETT
0022009-01-01MICHAEL A. FIORE
0022009-01-01MICHAEL A. FIORE

Plan Statistics for LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE PLAN

401k plan membership statisitcs for LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE PLAN

Measure Date Value
2022: LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01286
Total number of active participants reported on line 7a of the Form 55002022-01-01202
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0184
Total of all active and inactive participants2022-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01286
Number of participants with account balances2022-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01301
Total number of active participants reported on line 7a of the Form 55002021-01-01208
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0178
Total of all active and inactive participants2021-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01286
Number of participants with account balances2021-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2020: LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01282
Total number of active participants reported on line 7a of the Form 55002020-01-01230
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0171
Total of all active and inactive participants2020-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01301
Number of participants with account balances2020-01-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01284
Total number of active participants reported on line 7a of the Form 55002019-01-01221
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0161
Total of all active and inactive participants2019-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01282
Number of participants with account balances2019-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01266
Total number of active participants reported on line 7a of the Form 55002018-01-01234
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0150
Total of all active and inactive participants2018-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01284
Number of participants with account balances2018-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01321
Total number of active participants reported on line 7a of the Form 55002017-01-01214
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0146
Total of all active and inactive participants2017-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01260
Number of participants with account balances2017-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01336
Total number of active participants reported on line 7a of the Form 55002016-01-01303
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0118
Total of all active and inactive participants2016-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01321
Number of participants with account balances2016-01-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01298
Total number of active participants reported on line 7a of the Form 55002015-01-01312
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0124
Total of all active and inactive participants2015-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01336
Number of participants with account balances2015-01-01336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01351
Total number of active participants reported on line 7a of the Form 55002014-01-01291
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0123
Total of all active and inactive participants2014-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01314
Number of participants with account balances2014-01-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01329
Total number of active participants reported on line 7a of the Form 55002013-01-01314
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0137
Total of all active and inactive participants2013-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01351
Number of participants with account balances2013-01-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01306
Total number of active participants reported on line 7a of the Form 55002012-01-01289
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0122
Total of all active and inactive participants2012-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01311
Number of participants with account balances2012-01-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01279
Total number of active participants reported on line 7a of the Form 55002011-01-01287
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0119
Total of all active and inactive participants2011-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01306
Number of participants with account balances2011-01-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01279
Total number of active participants reported on line 7a of the Form 55002009-01-01230
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0131
Total of all active and inactive participants2009-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01261
Number of participants with account balances2009-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE PLAN

Measure Date Value
2022 : LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-411,760
Total of all expenses incurred2022-12-31$2,115,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,974,838
Expenses. Certain deemed distributions of participant loans2022-12-31$140,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,344,426
Value of total assets at end of year2022-12-31$20,753,082
Value of total assets at beginning of year2022-12-31$23,280,432
Total interest from all sources2022-12-31$15,453
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$31,617
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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$644,848
Participant contributions at end of year2022-12-31$452,304
Participant contributions at beginning of year2022-12-31$600,306
Participant contributions at end of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,527,350
Value of net assets at end of year (total assets less liabilities)2022-12-31$20,753,082
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$23,280,432
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$16,669,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$15,453
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$22,680,126
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,630,868
Net gain/loss from 103.12 investment entities2022-12-31$-2,803,256
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,699,578
Employer contributions (assets) at end of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$31,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,974,838
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
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 : LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE 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$4,398,874
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,238,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,166,798
Expenses. Certain deemed distributions of participant loans2021-12-31$71,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,501,781
Value of total assets at end of year2021-12-31$23,280,432
Value of total assets at beginning of year2021-12-31$20,119,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$21,701
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
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$602,781
Participant contributions at end of year2021-12-31$600,306
Participant contributions at beginning of year2021-12-31$499,181
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$3,160,785
Value of net assets at end of year (total assets less liabilities)2021-12-31$23,280,432
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$20,119,647
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$21,701
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$22,680,126
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$19,620,466
Net gain/loss from 103.12 investment entities2021-12-31$1,875,392
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,899,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,166,798
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 : LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE 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$4,732,537
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,293,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,062,157
Expenses. Certain deemed distributions of participant loans2020-12-31$231,237
Value of total corrective distributions2020-12-31$111
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,511,867
Value of total assets at end of year2020-12-31$20,119,647
Value of total assets at beginning of year2020-12-31$17,680,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$29,271
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
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$563,930
Participant contributions at end of year2020-12-31$499,181
Participant contributions at beginning of year2020-12-31$676,673
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$50,000
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$2,439,032
Value of net assets at end of year (total assets less liabilities)2020-12-31$20,119,647
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$17,680,615
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$29,271
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$19,620,466
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$17,003,942
Net gain/loss from 103.12 investment entities2020-12-31$2,191,399
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,897,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,062,157
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 : LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE 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$4,727,472
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,493,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,412,497
Expenses. Certain deemed distributions of participant loans2019-12-31$80,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,548,741
Value of total assets at end of year2019-12-31$17,680,615
Value of total assets at beginning of year2019-12-31$14,446,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$23,299
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
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$469,565
Participant contributions at end of year2019-12-31$676,673
Participant contributions at beginning of year2019-12-31$491,488
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$191,573
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$3,234,017
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,680,615
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,446,598
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$23,299
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$17,003,942
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$13,955,110
Net gain/loss from 103.12 investment entities2019-12-31$2,155,432
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$1,887,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,412,497
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 : LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,260,699
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,339,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,266,647
Expenses. Certain deemed distributions of participant loans2018-12-31$72,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,947,568
Value of total assets at end of year2018-12-31$14,446,598
Value of total assets at beginning of year2018-12-31$14,525,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$15,949
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$422,936
Participant contributions at end of year2018-12-31$491,488
Participant contributions at beginning of year2018-12-31$441,018
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,727
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-78,862
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,446,598
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,525,460
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Interest on participant loans2018-12-31$15,949
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$13,955,110
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$14,084,442
Net gain/loss from 103.12 investment entities2018-12-31$-702,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,520,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,266,647
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31ERICKSON, DEMEL & CO., PLLC
Accountancy firm EIN2018-12-31464064364
2017 : LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,378,745
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,372,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,311,886
Expenses. Certain deemed distributions of participant loans2017-12-31$60,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,170,722
Value of total assets at end of year2017-12-31$14,525,460
Value of total assets at beginning of year2017-12-31$13,519,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$13,454
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$500,000
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$320,645
Participant contributions at end of year2017-12-31$441,018
Participant contributions at beginning of year2017-12-31$422,588
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$64,660
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$1,006,426
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,525,460
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,519,034
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$13,454
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$14,084,442
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$13,096,446
Net gain/loss from 103.12 investment entities2017-12-31$1,194,569
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$1,785,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,311,886
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 : LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE 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$2,237,849
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,845,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,700,281
Expenses. Certain deemed distributions of participant loans2016-12-31$145,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,894,269
Value of total assets at end of year2016-12-31$13,519,034
Value of total assets at beginning of year2016-12-31$13,127,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$13,006
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$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$280,063
Participant contributions at end of year2016-12-31$422,588
Participant contributions at beginning of year2016-12-31$484,068
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$64,243
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$392,025
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,519,034
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,127,009
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$13,006
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$13,096,446
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$12,642,941
Net gain/loss from 103.12 investment entities2016-12-31$330,574
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,549,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,700,281
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
2015 : LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,174,728
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,161,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,016,734
Expenses. Certain deemed distributions of participant loans2015-12-31$144,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,597,219
Value of total assets at end of year2015-12-31$13,127,009
Value of total assets at beginning of year2015-12-31$13,113,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$13,342
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$201,911
Participant contributions at end of year2015-12-31$484,068
Participant contributions at beginning of year2015-12-31$468,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$13,467
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,127,009
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,113,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Interest on participant loans2015-12-31$13,342
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$12,642,941
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$12,645,277
Net gain/loss from 103.12 investment entities2015-12-31$-435,833
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,395,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,016,734
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31ERICKSON, DEMEL & CO., PLLC
Accountancy firm EIN2015-12-31464064364
2014 : LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,262,717
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,506,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,343,855
Expenses. Certain deemed distributions of participant loans2014-12-31$162,244
Value of total corrective distributions2014-12-31$485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,946,104
Value of total assets at end of year2014-12-31$13,113,542
Value of total assets at beginning of year2014-12-31$12,357,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$15,952
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$201,672
Participant contributions at end of year2014-12-31$468,265
Participant contributions at beginning of year2014-12-31$512,594
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$756,133
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,113,542
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,357,409
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Interest on participant loans2014-12-31$15,952
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$12,645,277
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$11,844,815
Net gain/loss from 103.12 investment entities2014-12-31$300,661
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,744,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,343,855
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31ERICKSON, DEMEL & CO., PLLC
Accountancy firm EIN2014-12-31464064364
2013 : LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,699,790
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,406,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,292,755
Expenses. Certain deemed distributions of participant loans2013-12-31$112,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,771,174
Value of total assets at end of year2013-12-31$12,357,409
Value of total assets at beginning of year2013-12-31$11,064,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,000
Total interest from all sources2013-12-31$12,564
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$2,000
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$186,952
Participant contributions at end of year2013-12-31$512,594
Participant contributions at beginning of year2013-12-31$362,782
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,292,878
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,357,409
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,064,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Interest on participant loans2013-12-31$12,564
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$11,844,815
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$10,701,749
Net gain/loss from 103.12 investment entities2013-12-31$916,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,584,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,292,755
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31ERICKSON, DEMEL & CO., PLLC
Accountancy firm EIN2013-12-31464064364
2012 : LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,096,090
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,232,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,034,303
Expenses. Certain deemed distributions of participant loans2012-12-31$198,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,329,005
Value of total assets at end of year2012-12-31$11,064,531
Value of total assets at beginning of year2012-12-31$10,201,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$14,671
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$180,329
Participant contributions at end of year2012-12-31$362,782
Participant contributions at beginning of year2012-12-31$454,897
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$12,073
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$863,239
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,064,531
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,201,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Interest on participant loans2012-12-31$14,671
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$10,701,749
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$9,746,395
Net gain/loss from 103.12 investment entities2012-12-31$752,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,136,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,034,303
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31ERICKSON DEMEL & CO., P.C.
Accountancy firm EIN2012-12-31742332708
2011 : LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,576,411
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$931,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$629,780
Expenses. Certain deemed distributions of participant loans2011-12-31$296,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,705,526
Value of total assets at end of year2011-12-31$10,201,292
Value of total assets at beginning of year2011-12-31$9,556,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,600
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$5,600
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$259,799
Participant contributions at end of year2011-12-31$444,668
Participant contributions at beginning of year2011-12-31$558,301
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$644,693
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,201,292
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,556,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Interest on participant loans2011-12-31$21,609
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$9,756,624
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$8,998,298
Net gain/loss from 103.12 investment entities2011-12-31$-129,115
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,445,727
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$629,780
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31ERICKSON DEMEL & CO., P.C.
Accountancy firm EIN2011-12-31742332708
2010 : LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,062,457
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$763,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$728,906
Expenses. Certain deemed distributions of participant loans2010-12-31$34,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,358,591
Value of total assets at end of year2010-12-31$9,556,599
Value of total assets at beginning of year2010-12-31$8,257,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$22,111
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$257,685
Participant contributions at end of year2010-12-31$558,301
Participant contributions at beginning of year2010-12-31$468,630
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,298,652
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,556,599
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,257,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Interest on participant loans2010-12-31$22,111
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$8,998,298
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$7,789,317
Net gain/loss from 103.12 investment entities2010-12-31$681,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,100,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$728,906
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31ERICKSON DEMEL & CO., P.C.
Accountancy firm EIN2010-12-31742332708
2009 : LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE PLAN

2022: LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE 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: LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
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: LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE 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: LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE 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: LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
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: LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE 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
2015: LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number517631-01
Policy instance 1
Insurance contract or identification number517631-01
Number of Individuals Covered284
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

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