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Plan Name | D. L. GEORGE AND SONS CONSTRUCTION COMPANY DEFINED BENEFIT PENSION PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | D.L. GEORGE & SONS CONSTRUCTION COMPANY |
Employer identification number (EIN): | 251373199 |
NAIC Classification: | 237310 |
NAIC Description: | Highway, Street, and Bridge Construction |
Additional information about D.L. GEORGE & SONS CONSTRUCTION COMPANY
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 1997-07-25 |
Company Identification Number: | F130299 |
Legal Registered Office Address: |
14 E MAIN ST RICHMOND United States of America (USA) 23219 |
More information about D.L. GEORGE & SONS CONSTRUCTION COMPANY
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | DAVID GEORGE | |||
001 | 2016-01-01 | DAVID GEORGE | |||
001 | 2015-01-01 | DAVID GEORGE | |||
001 | 2014-01-01 | DAVID GEORGE | DAVID GEORGE | 2015-10-06 | |
001 | 2013-01-01 | DAVID GEORGE | DAVID GEORGE | 2014-10-07 | |
001 | 2012-01-01 | DAVID GEORGE | DAVID GEORGE | 2013-09-30 | |
001 | 2011-01-01 | DAVID GEORGE | DAVID GEORGE | 2012-10-11 | |
001 | 2010-01-01 | DAVID GEORGE | DAVID GEORGE | 2011-10-12 | |
001 | 2009-01-01 | DAVID GEORGE | DAVID GEORGE | 2011-10-12 | |
001 | 2009-01-01 | DAVID GEORGE | DAVID GEORGE | 2010-10-15 | |
001 | 2009-01-01 | DAVID GEORGE | DAVID GEORGE | 2011-06-21 |
Measure | Date | Value |
---|---|---|
2022: D. L. GEORGE AND SONS CONSTRUCTION COMPANY DEFINED BENEFIT PENSION PLAN 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 5,278,573 |
Acturial value of plan assets | 2022-12-31 | 5,001,223 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 2,702,901 |
Number of terminated vested participants | 2022-12-31 | 37 |
Fundng target for terminated vested participants | 2022-12-31 | 1,261,890 |
Active participant vested funding target | 2022-12-31 | 872,272 |
Number of active participants | 2022-12-31 | 53 |
Total funding liabilities for active participants | 2022-12-31 | 872,272 |
Total participant count | 2022-12-31 | 145 |
Total funding target for all participants | 2022-12-31 | 4,837,063 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 249,045 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 249,045 |
Present value of excess contributions | 2022-12-31 | 1,745 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 1,831 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 296,214 |
Total employer contributions | 2022-12-31 | 376,206 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 352,771 |
Liquidity shortfalls end of Q1 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 96,206 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 96,206 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 96,206 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 352,771 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 145 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 50 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 50 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 34 |
Total of all active and inactive participants | 2022-01-01 | 134 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 8 |
Total participants | 2022-01-01 | 142 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: D. L. GEORGE AND SONS CONSTRUCTION COMPANY DEFINED BENEFIT PENSION PLAN 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 4,482,779 |
Acturial value of plan assets | 2021-12-31 | 4,489,232 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 2,944,267 |
Number of terminated vested participants | 2021-12-31 | 39 |
Fundng target for terminated vested participants | 2021-12-31 | 1,241,395 |
Active participant vested funding target | 2021-12-31 | 901,719 |
Number of active participants | 2021-12-31 | 56 |
Total funding liabilities for active participants | 2021-12-31 | 901,719 |
Total participant count | 2021-12-31 | 150 |
Total funding target for all participants | 2021-12-31 | 5,087,381 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 358,197 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 110,070 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 248,127 |
Present value of excess contributions | 2021-12-31 | 345 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 346 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 249,045 |
Total employer contributions | 2021-12-31 | 397,100 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 383,854 |
Liquidity shortfalls end of Q1 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 91,736 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 847,194 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 382,109 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 382,109 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 383,854 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 149 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 53 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 46 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 37 |
Total of all active and inactive participants | 2021-01-01 | 136 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 9 |
Total participants | 2021-01-01 | 145 |
Number of participants with account balances | 2021-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: D. L. GEORGE AND SONS CONSTRUCTION COMPANY DEFINED BENEFIT PENSION PLAN 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 4,436,180 |
Acturial value of plan assets | 2020-12-31 | 4,321,325 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 2,729,338 |
Number of terminated vested participants | 2020-12-31 | 39 |
Fundng target for terminated vested participants | 2020-12-31 | 1,112,336 |
Active participant vested funding target | 2020-12-31 | 1,112,236 |
Number of active participants | 2020-12-31 | 65 |
Total funding liabilities for active participants | 2020-12-31 | 1,112,236 |
Total participant count | 2020-12-31 | 157 |
Total funding target for all participants | 2020-12-31 | 4,953,910 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 345,470 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 179,007 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 166,463 |
Present value of excess contributions | 2020-12-31 | 192,577 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 226,976 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 160,439 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 358,197 |
Total employer contributions | 2020-12-31 | 357,000 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 339,487 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 174,351 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 990,782 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 449,212 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 110,070 |
Additional cash requirement | 2020-12-31 | 339,142 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 339,487 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 157 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 56 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 49 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 38 |
Total of all active and inactive participants | 2020-01-01 | 143 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 6 |
Total participants | 2020-01-01 | 149 |
Number of participants with account balances | 2020-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: D. L. GEORGE AND SONS CONSTRUCTION COMPANY DEFINED BENEFIT PENSION PLAN 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 3,835,217 |
Acturial value of plan assets | 2019-12-31 | 4,210,399 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 2,596,712 |
Number of terminated vested participants | 2019-12-31 | 40 |
Fundng target for terminated vested participants | 2019-12-31 | 1,106,897 |
Active participant vested funding target | 2019-12-31 | 1,127,551 |
Number of active participants | 2019-12-31 | 74 |
Total funding liabilities for active participants | 2019-12-31 | 1,127,551 |
Total participant count | 2019-12-31 | 163 |
Total funding target for all participants | 2019-12-31 | 4,831,160 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 446,214 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 161,325 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 284,889 |
Present value of excess contributions | 2019-12-31 | 194,767 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 183,664 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 183,664 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 100,121 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 345,470 |
Total employer contributions | 2019-12-31 | 363,250 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 339,837 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 69,967 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 966,231 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 326,267 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 179,007 |
Additional cash requirement | 2019-12-31 | 147,260 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 339,837 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 163 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 65 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 49 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 39 |
Total of all active and inactive participants | 2019-01-01 | 153 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 4 |
Total participants | 2019-01-01 | 157 |
Number of participants with account balances | 2019-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: D. L. GEORGE AND SONS CONSTRUCTION COMPANY DEFINED BENEFIT PENSION PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 4,148,992 |
Acturial value of plan assets | 2018-12-31 | 4,108,275 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 2,305,268 |
Number of terminated vested participants | 2018-12-31 | 43 |
Fundng target for terminated vested participants | 2018-12-31 | 1,131,697 |
Active participant vested funding target | 2018-12-31 | 1,138,184 |
Number of active participants | 2018-12-31 | 82 |
Total funding liabilities for active participants | 2018-12-31 | 1,138,904 |
Total participant count | 2018-12-31 | 169 |
Total funding target for all participants | 2018-12-31 | 4,575,869 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 202,365 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 56,490 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 145,875 |
Present value of excess contributions | 2018-12-31 | 335,264 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 355,288 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 355,288 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 64,256 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 446,214 |
Total employer contributions | 2018-12-31 | 300,000 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 275,388 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 65,396 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 913,808 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 241,946 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 161,325 |
Additional cash requirement | 2018-12-31 | 80,621 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 275,388 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 169 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 74 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 49 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 37 |
Total of all active and inactive participants | 2018-01-01 | 160 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 3 |
Total participants | 2018-01-01 | 163 |
Number of participants with account balances | 2018-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: D. L. GEORGE AND SONS CONSTRUCTION COMPANY DEFINED BENEFIT PENSION PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 3,661,814 |
Acturial value of plan assets | 2017-12-31 | 3,757,381 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 2,274,882 |
Number of terminated vested participants | 2017-12-31 | 44 |
Fundng target for terminated vested participants | 2017-12-31 | 1,081,052 |
Active participant vested funding target | 2017-12-31 | 1,063,110 |
Number of active participants | 2017-12-31 | 85 |
Total funding liabilities for active participants | 2017-12-31 | 1,063,456 |
Total participant count | 2017-12-31 | 172 |
Total funding target for all participants | 2017-12-31 | 4,419,390 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 198,315 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 115,383 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 82,932 |
Present value of excess contributions | 2017-12-31 | 95,536 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 108,328 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 108,328 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 202,365 |
Total employer contributions | 2017-12-31 | 590,063 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 551,528 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 92,479 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 864,374 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 272,754 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 56,490 |
Additional cash requirement | 2017-12-31 | 216,264 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 551,528 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 172 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 82 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 41 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 43 |
Total of all active and inactive participants | 2017-01-01 | 166 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 3 |
Total participants | 2017-01-01 | 169 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: D. L. GEORGE AND SONS CONSTRUCTION COMPANY DEFINED BENEFIT PENSION PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 3,331,452 |
Acturial value of plan assets | 2016-12-31 | 3,664,597 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 2,187,109 |
Number of terminated vested participants | 2016-12-31 | 52 |
Fundng target for terminated vested participants | 2016-12-31 | 1,127,491 |
Active participant vested funding target | 2016-12-31 | 1,017,660 |
Number of active participants | 2016-12-31 | 94 |
Total funding liabilities for active participants | 2016-12-31 | 1,018,252 |
Total participant count | 2016-12-31 | 186 |
Total funding target for all participants | 2016-12-31 | 4,332,852 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 80,180 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 413,976 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 80,180 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 7,499 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 406,477 |
Present value of excess contributions | 2016-12-31 | 53,232 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 46,461 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 156,458 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 198,315 |
Total employer contributions | 2016-12-31 | 255,739 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 242,489 |
Liquidity shortfalls end of Q1 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2016-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 72,460 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 866,570 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 262,336 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 115,383 |
Additional cash requirement | 2016-12-31 | 146,953 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 242,489 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 186 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 85 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 43 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 44 |
Total of all active and inactive participants | 2016-01-01 | 172 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 172 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: D. L. GEORGE AND SONS CONSTRUCTION COMPANY DEFINED BENEFIT PENSION PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 217 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 94 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 40 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 52 |
Total of all active and inactive participants | 2015-01-01 | 186 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 186 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 3 |
2014: D. L. GEORGE AND SONS CONSTRUCTION COMPANY DEFINED BENEFIT PENSION PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 220 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 96 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 37 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 84 |
Total of all active and inactive participants | 2014-01-01 | 217 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 217 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: D. L. GEORGE AND SONS CONSTRUCTION COMPANY DEFINED BENEFIT PENSION PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 230 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 103 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 33 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 84 |
Total of all active and inactive participants | 2013-01-01 | 220 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 220 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: D. L. GEORGE AND SONS CONSTRUCTION COMPANY DEFINED BENEFIT PENSION PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 240 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 112 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 30 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 88 |
Total of all active and inactive participants | 2012-01-01 | 230 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 230 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 14 |
2011: D. L. GEORGE AND SONS CONSTRUCTION COMPANY DEFINED BENEFIT PENSION PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 263 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 130 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 23 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 86 |
Total of all active and inactive participants | 2011-01-01 | 239 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 240 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 15 |
2010: D. L. GEORGE AND SONS CONSTRUCTION COMPANY DEFINED BENEFIT PENSION PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 223 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 148 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 22 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 92 |
Total of all active and inactive participants | 2010-01-01 | 262 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 1 |
Total participants | 2010-01-01 | 263 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 11 |
2009: D. L. GEORGE AND SONS CONSTRUCTION COMPANY DEFINED BENEFIT PENSION PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 232 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 122 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 93 |
Total of all active and inactive participants | 2009-01-01 | 230 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 230 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 5 |
Measure | Date | Value |
---|---|---|
2022 : D. L. GEORGE AND SONS CONSTRUCTION COMPANY DEFINED BENEFIT PENSION PLAN 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $66,500 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $66,500 |
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 | $8,684 |
Total income from all sources (including contributions) | 2022-12-31 | $-7,009 |
Total loss/gain on sale of assets | 2022-12-31 | $72,551 |
Total of all expenses incurred | 2022-12-31 | $400,792 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $303,970 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $376,206 |
Value of total assets at end of year | 2022-12-31 | $4,871,189 |
Value of total assets at beginning of year | 2022-12-31 | $5,287,674 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $96,822 |
Total interest from all sources | 2022-12-31 | $7,532 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $137,352 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $118,569 |
Administrative expenses professional fees incurred | 2022-12-31 | $7,750 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-12-31 | $38,145 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $8,684 |
Other income not declared elsewhere | 2022-12-31 | $49,882 |
Administrative expenses (other) incurred | 2022-12-31 | $63,455 |
Total non interest bearing cash at end of year | 2022-12-31 | $44,752 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $193,595 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-407,801 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $4,871,189 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,278,990 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2022-12-31 | $616,239 |
Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $549,739 |
Investment advisory and management fees | 2022-12-31 | $25,617 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $3,301,246 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,446,486 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $628,952 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $449,754 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $449,754 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $7,532 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-717,032 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $376,206 |
Employer contributions (assets) at end of year | 2022-12-31 | $280,000 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $139,100 |
Income. Dividends from preferred stock | 2022-12-31 | $383 |
Income. Dividends from common stock | 2022-12-31 | $18,400 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $303,970 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $2,470,855 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $2,581,551 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $2,509,000 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BOYER & RITTER |
Accountancy firm EIN | 2022-12-31 | 231311005 |
2021 : D. L. GEORGE AND SONS CONSTRUCTION COMPANY DEFINED BENEFIT PENSION PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $494,710 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $494,710 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $8,684 |
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 | $1,205,478 |
Total loss/gain on sale of assets | 2021-12-31 | $8,403 |
Total of all expenses incurred | 2021-12-31 | $409,984 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $288,350 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $397,100 |
Value of total assets at end of year | 2021-12-31 | $5,287,674 |
Value of total assets at beginning of year | 2021-12-31 | $4,483,496 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $121,634 |
Total interest from all sources | 2021-12-31 | $48 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $187,956 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $126,294 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2021-12-31 | $38,145 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2021-12-31 | $37,860 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $51,320 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $8,684 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $0 |
Other income not declared elsewhere | 2021-12-31 | $50,483 |
Administrative expenses (other) incurred | 2021-12-31 | $87,522 |
Total non interest bearing cash at end of year | 2021-12-31 | $193,595 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $137,744 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $795,494 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $5,278,990 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,483,496 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2021-12-31 | $549,739 |
Assets. partnership/joint venture interests at beginning of year | 2021-12-31 | $477,213 |
Investment advisory and management fees | 2021-12-31 | $34,112 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,446,486 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,134,822 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $449,754 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $419,508 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $419,508 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $48 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $66,778 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $397,100 |
Employer contributions (assets) at end of year | 2021-12-31 | $139,100 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $112,000 |
Income. Dividends from preferred stock | 2021-12-31 | $1,521 |
Income. Dividends from common stock | 2021-12-31 | $60,141 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $288,350 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $2,470,855 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $2,113,029 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $295,611 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $287,208 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BOYER & RITTER |
Accountancy firm EIN | 2021-12-31 | 231311005 |
2020 : D. L. GEORGE AND SONS CONSTRUCTION COMPANY DEFINED BENEFIT PENSION PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $-223,126 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $-223,126 |
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 | $3,500 |
Total income from all sources (including contributions) | 2020-12-31 | $399,790 |
Total loss/gain on sale of assets | 2020-12-31 | $4,387 |
Total of all expenses incurred | 2020-12-31 | $409,247 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $290,139 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $357,000 |
Value of total assets at end of year | 2020-12-31 | $4,483,496 |
Value of total assets at beginning of year | 2020-12-31 | $4,496,453 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $119,108 |
Total interest from all sources | 2020-12-31 | $810 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $116,958 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $58,864 |
Administrative expenses professional fees incurred | 2020-12-31 | $15,100 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2020-12-31 | $37,860 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2020-12-31 | $34,560 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $51,320 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $51,320 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $3,500 |
Other income not declared elsewhere | 2020-12-31 | $49,891 |
Administrative expenses (other) incurred | 2020-12-31 | $76,636 |
Total non interest bearing cash at end of year | 2020-12-31 | $137,744 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $619 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $-9,457 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $4,483,496 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,492,953 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2020-12-31 | $477,213 |
Assets. partnership/joint venture interests at beginning of year | 2020-12-31 | $702,850 |
Investment advisory and management fees | 2020-12-31 | $27,372 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,134,822 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $967,591 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $419,508 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $378,912 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $378,912 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $810 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $93,870 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $357,000 |
Employer contributions (assets) at end of year | 2020-12-31 | $112,000 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $277,500 |
Income. Dividends from preferred stock | 2020-12-31 | $1,513 |
Income. Dividends from common stock | 2020-12-31 | $56,581 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $290,139 |
Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $2,113,029 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $2,083,101 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $49,790 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $45,403 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BOYER & RITTER |
Accountancy firm EIN | 2020-12-31 | 231311005 |
2019 : D. L. GEORGE AND SONS CONSTRUCTION COMPANY DEFINED BENEFIT PENSION PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $338,074 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $338,074 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $3,500 |
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 | $1,054,701 |
Total loss/gain on sale of assets | 2019-12-31 | $68,425 |
Total of all expenses incurred | 2019-12-31 | $405,517 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $254,224 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $363,250 |
Value of total assets at end of year | 2019-12-31 | $4,496,453 |
Value of total assets at beginning of year | 2019-12-31 | $3,843,769 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $151,293 |
Total interest from all sources | 2019-12-31 | $4,234 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $124,424 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $63,398 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2019-12-31 | $34,560 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2019-12-31 | $65,805 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $51,320 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $3,500 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Other income not declared elsewhere | 2019-12-31 | $50,977 |
Administrative expenses (other) incurred | 2019-12-31 | $123,031 |
Total non interest bearing cash at end of year | 2019-12-31 | $619 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $39,944 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $649,184 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $4,492,953 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,843,769 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2019-12-31 | $702,850 |
Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $758,571 |
Investment advisory and management fees | 2019-12-31 | $28,262 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $967,591 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $764,421 |
Income. Interest from corporate debt instruments | 2019-12-31 | $402 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $378,912 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $254,922 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $254,922 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $3,832 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $105,317 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $363,250 |
Employer contributions (assets) at end of year | 2019-12-31 | $277,500 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $300,000 |
Income. Dividends from preferred stock | 2019-12-31 | $3,520 |
Income. Dividends from common stock | 2019-12-31 | $57,506 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $254,224 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $20,341 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $2,083,101 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $1,639,765 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $587,531 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $519,106 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | BOYER & RITTER |
Accountancy firm EIN | 2019-12-31 | 231311005 |
2018 : D. L. GEORGE AND SONS CONSTRUCTION COMPANY DEFINED BENEFIT PENSION PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-303,449 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-303,449 |
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 | $300 |
Total income from all sources (including contributions) | 2018-12-31 | $62,551 |
Total loss/gain on sale of assets | 2018-12-31 | $13,468 |
Total of all expenses incurred | 2018-12-31 | $379,332 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $239,761 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $300,000 |
Value of total assets at end of year | 2018-12-31 | $3,843,769 |
Value of total assets at beginning of year | 2018-12-31 | $4,160,850 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $139,571 |
Total interest from all sources | 2018-12-31 | $4,364 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $129,743 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $77,367 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2018-12-31 | $65,805 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2018-12-31 | $77,325 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $300 |
Other income not declared elsewhere | 2018-12-31 | $49,122 |
Administrative expenses (other) incurred | 2018-12-31 | $115,809 |
Total non interest bearing cash at end of year | 2018-12-31 | $39,944 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $395 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-316,781 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $3,843,769 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,160,550 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2018-12-31 | $758,571 |
Assets. partnership/joint venture interests at beginning of year | 2018-12-31 | $925,076 |
Investment advisory and management fees | 2018-12-31 | $23,762 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $764,421 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $861,434 |
Income. Interest from corporate debt instruments | 2018-12-31 | $1,390 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $254,922 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $365,347 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $365,347 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $2,974 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-130,697 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $300,000 |
Employer contributions (assets) at end of year | 2018-12-31 | $300,000 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $395,302 |
Income. Dividends from preferred stock | 2018-12-31 | $4,205 |
Income. Dividends from common stock | 2018-12-31 | $48,171 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $239,761 |
Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $20,341 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $21,296 |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $1,639,765 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $1,514,675 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $344,537 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $331,069 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | BOYER & RITTER |
Accountancy firm EIN | 2018-12-31 | 231311005 |
2017 : D. L. GEORGE AND SONS CONSTRUCTION COMPANY DEFINED BENEFIT PENSION PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $-25,492 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $-25,492 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $300 |
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 | $819,023 |
Total loss/gain on sale of assets | 2017-12-31 | $50,096 |
Total of all expenses incurred | 2017-12-31 | $321,088 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $228,033 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $590,063 |
Value of total assets at end of year | 2017-12-31 | $4,160,850 |
Value of total assets at beginning of year | 2017-12-31 | $3,662,615 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $93,055 |
Total interest from all sources | 2017-12-31 | $2,972 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $86,964 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $49,082 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2017-12-31 | $77,325 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2017-12-31 | $74,925 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $803,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $300 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $0 |
Other income not declared elsewhere | 2017-12-31 | $58,635 |
Administrative expenses (other) incurred | 2017-12-31 | $65,396 |
Total non interest bearing cash at end of year | 2017-12-31 | $395 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $684 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $497,935 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $4,160,550 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,662,615 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2017-12-31 | $925,076 |
Assets. partnership/joint venture interests at beginning of year | 2017-12-31 | $1,115,825 |
Investment advisory and management fees | 2017-12-31 | $27,659 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $861,434 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $844,232 |
Income. Interest from corporate debt instruments | 2017-12-31 | $1,390 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $365,347 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $284,776 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $284,776 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $1,582 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $55,785 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $590,063 |
Employer contributions (assets) at end of year | 2017-12-31 | $395,302 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $98,239 |
Income. Dividends from preferred stock | 2017-12-31 | $4,193 |
Income. Dividends from common stock | 2017-12-31 | $33,689 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $228,033 |
Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $21,296 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $22,189 |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $1,514,675 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $1,221,745 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $447,157 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $397,061 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | BOYER & RITTER |
Accountancy firm EIN | 2017-12-31 | 231311005 |
2016 : D. L. GEORGE AND SONS CONSTRUCTION COMPANY DEFINED BENEFIT PENSION PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $205,373 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $205,373 |
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 | $677,135 |
Total loss/gain on sale of assets | 2016-12-31 | $49,571 |
Total of all expenses incurred | 2016-12-31 | $348,793 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $256,313 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $255,739 |
Value of total assets at end of year | 2016-12-31 | $3,662,615 |
Value of total assets at beginning of year | 2016-12-31 | $3,334,273 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $92,480 |
Total interest from all sources | 2016-12-31 | $1,633 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $82,951 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $47,763 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2016-12-31 | $74,925 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2016-12-31 | $73,545 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $700,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Other income not declared elsewhere | 2016-12-31 | $71,316 |
Administrative expenses (other) incurred | 2016-12-31 | $67,470 |
Total non interest bearing cash at end of year | 2016-12-31 | $684 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $956 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $328,342 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $3,662,615 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,334,273 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2016-12-31 | $1,115,825 |
Assets. partnership/joint venture interests at beginning of year | 2016-12-31 | $1,023,290 |
Investment advisory and management fees | 2016-12-31 | $25,010 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $844,232 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $750,944 |
Income. Interest from corporate debt instruments | 2016-12-31 | $1,390 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $284,776 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $415,001 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $415,001 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $243 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $10,552 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $255,739 |
Employer contributions (assets) at end of year | 2016-12-31 | $98,239 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $166,000 |
Income. Dividends from preferred stock | 2016-12-31 | $4,197 |
Income. Dividends from common stock | 2016-12-31 | $30,991 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $256,313 |
Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $22,189 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $21,847 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $1,221,745 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $882,690 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $344,609 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $295,038 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | BOYER & RITTER |
Accountancy firm EIN | 2016-12-31 | 231311005 |
2015 : D. L. GEORGE AND SONS CONSTRUCTION COMPANY DEFINED BENEFIT PENSION PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-533,337 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-533,337 |
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 | $-112,559 |
Total loss/gain on sale of assets | 2015-12-31 | $-11,253 |
Total of all expenses incurred | 2015-12-31 | $370,331 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $297,871 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $350,000 |
Value of total assets at end of year | 2015-12-31 | $3,334,273 |
Value of total assets at beginning of year | 2015-12-31 | $3,817,163 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $72,460 |
Total interest from all sources | 2015-12-31 | $1,492 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $77,173 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $50,203 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2015-12-31 | $73,545 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2015-12-31 | $70,830 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $700,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Other income not declared elsewhere | 2015-12-31 | $70,999 |
Administrative expenses (other) incurred | 2015-12-31 | $45,555 |
Total non interest bearing cash at end of year | 2015-12-31 | $956 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $6,813 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-482,890 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $3,334,273 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,817,163 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2015-12-31 | $1,023,290 |
Assets. partnership/joint venture interests at beginning of year | 2015-12-31 | $1,471,826 |
Investment advisory and management fees | 2015-12-31 | $26,905 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $750,944 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $834,803 |
Income. Interest from US Government securities | 2015-12-31 | $1,390 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $415,001 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $542,595 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $542,595 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $102 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-67,633 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $350,000 |
Employer contributions (assets) at end of year | 2015-12-31 | $166,000 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $154,550 |
Income. Dividends from preferred stock | 2015-12-31 | $4,193 |
Income. Dividends from common stock | 2015-12-31 | $22,777 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $297,871 |
Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $21,847 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $23,367 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $882,690 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $712,379 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $137,180 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $148,433 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | BOYER & RITTER |
Accountancy firm EIN | 2015-12-31 | 231311005 |
2014 : D. L. GEORGE AND SONS CONSTRUCTION COMPANY DEFINED BENEFIT PENSION PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $136,100 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $136,100 |
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 | $548,348 |
Total loss/gain on sale of assets | 2014-12-31 | $32,806 |
Total of all expenses incurred | 2014-12-31 | $241,955 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $195,583 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $225,000 |
Value of total assets at end of year | 2014-12-31 | $3,817,163 |
Value of total assets at beginning of year | 2014-12-31 | $3,510,770 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $46,372 |
Total interest from all sources | 2014-12-31 | $1,590 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $87,039 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $55,745 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2014-12-31 | $70,830 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2014-12-31 | $66,735 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $660,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Other income not declared elsewhere | 2014-12-31 | $72,898 |
Administrative expenses (other) incurred | 2014-12-31 | $18,809 |
Total non interest bearing cash at end of year | 2014-12-31 | $6,813 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $16,413 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $306,393 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $3,817,163 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,510,770 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2014-12-31 | $1,471,826 |
Assets. partnership/joint venture interests at beginning of year | 2014-12-31 | $1,400,599 |
Investment advisory and management fees | 2014-12-31 | $27,563 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $834,803 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $908,993 |
Income. Interest from corporate debt instruments | 2014-12-31 | $1,540 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $542,595 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $625,113 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $625,113 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $50 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-7,085 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $225,000 |
Employer contributions (assets) at end of year | 2014-12-31 | $154,550 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $128,000 |
Income. Dividends from preferred stock | 2014-12-31 | $4,296 |
Income. Dividends from common stock | 2014-12-31 | $26,998 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $195,583 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $23,367 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $43,683 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $712,379 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $321,234 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $441,764 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $408,958 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | BOYER & RITTER |
Accountancy firm EIN | 2014-12-31 | 231311005 |
2013 : D. L. GEORGE AND SONS CONSTRUCTION COMPANY DEFINED BENEFIT PENSION PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $207,837 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $207,837 |
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 | $639,730 |
Total loss/gain on sale of assets | 2013-12-31 | $32,844 |
Total of all expenses incurred | 2013-12-31 | $228,613 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $187,803 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $209,000 |
Value of total assets at end of year | 2013-12-31 | $3,510,770 |
Value of total assets at beginning of year | 2013-12-31 | $3,099,653 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $40,810 |
Total interest from all sources | 2013-12-31 | $2,052 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $58,578 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $33,304 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2013-12-31 | $66,735 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $310,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Other income not declared elsewhere | 2013-12-31 | $74,037 |
Administrative expenses (other) incurred | 2013-12-31 | $16,770 |
Total non interest bearing cash at end of year | 2013-12-31 | $16,413 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $4,637 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $411,117 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $3,510,770 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,099,653 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2013-12-31 | $1,400,599 |
Assets. partnership/joint venture interests at beginning of year | 2013-12-31 | $1,109,805 |
Investment advisory and management fees | 2013-12-31 | $24,040 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $908,993 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $796,622 |
Income. Interest from corporate debt instruments | 2013-12-31 | $1,990 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $625,113 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $652,462 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $652,462 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $62 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $55,382 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $209,000 |
Employer contributions (assets) at end of year | 2013-12-31 | $128,000 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $135,500 |
Income. Dividends from preferred stock | 2013-12-31 | $761 |
Income. Dividends from common stock | 2013-12-31 | $24,513 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $187,803 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $43,683 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $45,270 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $321,234 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $355,357 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $288,130 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $255,286 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | BOYER & RITTER |
Accountancy firm EIN | 2013-12-31 | 231311005 |
2012 : D. L. GEORGE AND SONS CONSTRUCTION COMPANY DEFINED BENEFIT PENSION PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $65,980 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $65,980 |
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 | $391,290 |
Total loss/gain on sale of assets | 2012-12-31 | $-17,316 |
Total of all expenses incurred | 2012-12-31 | $210,179 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $172,610 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $186,000 |
Value of total assets at end of year | 2012-12-31 | $3,099,653 |
Value of total assets at beginning of year | 2012-12-31 | $2,918,542 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $37,569 |
Total interest from all sources | 2012-12-31 | $2,996 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $26,033 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $15,655 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $300,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Other income not declared elsewhere | 2012-12-31 | $74,665 |
Administrative expenses (other) incurred | 2012-12-31 | $15,923 |
Total non interest bearing cash at end of year | 2012-12-31 | $4,637 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $402 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $181,111 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $3,099,653 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,918,542 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2012-12-31 | $1,109,805 |
Assets. partnership/joint venture interests at beginning of year | 2012-12-31 | $1,075,674 |
Investment advisory and management fees | 2012-12-31 | $21,646 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $796,622 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $580,107 |
Income. Interest from corporate debt instruments | 2012-12-31 | $2,928 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $652,462 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $871,524 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $871,524 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $68 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $52,932 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $186,000 |
Employer contributions (assets) at end of year | 2012-12-31 | $135,500 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $138,000 |
Income. Dividends from common stock | 2012-12-31 | $10,378 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $172,610 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $45,270 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $71,742 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $355,357 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $181,093 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $206,521 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $223,837 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | BOYER & RITTER |
Accountancy firm EIN | 2012-12-31 | 231311005 |
2011 : D. L. GEORGE AND SONS CONSTRUCTION COMPANY DEFINED BENEFIT PENSION PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $101,773 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $101,773 |
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 | $9,120 |
Total income from all sources (including contributions) | 2011-12-31 | $288,827 |
Total loss/gain on sale of assets | 2011-12-31 | $776 |
Total of all expenses incurred | 2011-12-31 | $209,129 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $174,023 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $196,500 |
Value of total assets at end of year | 2011-12-31 | $2,918,542 |
Value of total assets at beginning of year | 2011-12-31 | $2,847,964 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $35,106 |
Total interest from all sources | 2011-12-31 | $3,237 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $24,784 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $15,005 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2011-12-31 | $0 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $300,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Other income not declared elsewhere | 2011-12-31 | $59,722 |
Administrative expenses (other) incurred | 2011-12-31 | $14,250 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $9,120 |
Total non interest bearing cash at end of year | 2011-12-31 | $402 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $9,360 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $79,698 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $2,918,542 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,838,844 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2011-12-31 | $1,075,674 |
Assets. partnership/joint venture interests at beginning of year | 2011-12-31 | $971,216 |
Investment advisory and management fees | 2011-12-31 | $20,856 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $580,107 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,438,554 |
Income. Interest from corporate debt instruments | 2011-12-31 | $3,209 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $871,524 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $112,331 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $112,331 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $28 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-97,965 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $196,500 |
Employer contributions (assets) at end of year | 2011-12-31 | $138,000 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $113,000 |
Income. Dividends from common stock | 2011-12-31 | $9,779 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $174,023 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $71,742 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $22,475 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $181,093 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $181,028 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $237,931 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $237,155 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | BOYER & RITTER |
Accountancy firm EIN | 2011-12-31 | 231311005 |
2010 : D. L. GEORGE AND SONS CONSTRUCTION COMPANY DEFINED BENEFIT PENSION PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $115,161 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $115,161 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $9,120 |
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 | $575,310 |
Total loss/gain on sale of assets | 2010-12-31 | $19,707 |
Total of all expenses incurred | 2010-12-31 | $181,417 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $139,245 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $130,000 |
Value of total assets at end of year | 2010-12-31 | $2,847,964 |
Value of total assets at beginning of year | 2010-12-31 | $2,444,951 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $42,172 |
Total interest from all sources | 2010-12-31 | $2,527 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $34,764 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $30,293 |
Administrative expenses professional fees incurred | 2010-12-31 | $11,016 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2010-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2010-12-31 | $30,615 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $60,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Other income not declared elsewhere | 2010-12-31 | $61,860 |
Administrative expenses (other) incurred | 2010-12-31 | $13,071 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $9,120 |
Total non interest bearing cash at end of year | 2010-12-31 | $9,360 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $11,693 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $393,893 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $2,838,844 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,444,951 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2010-12-31 | $971,216 |
Assets. partnership/joint venture interests at beginning of year | 2010-12-31 | $745,232 |
Investment advisory and management fees | 2010-12-31 | $18,085 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $1,438,554 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,351,452 |
Income. Interest from US Government securities | 2010-12-31 | $312 |
Income. Interest from corporate debt instruments | 2010-12-31 | $2,215 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $112,331 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $155,737 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $155,737 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $211,291 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $130,000 |
Employer contributions (assets) at end of year | 2010-12-31 | $113,000 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $130,000 |
Income. Dividends from common stock | 2010-12-31 | $4,471 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $139,245 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $22,475 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $181,028 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $20,222 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $331,301 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $311,594 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | SHOWALTER & MILLER CPA |
Accountancy firm EIN | 2010-12-31 | 261384807 |
2009 : D. L. GEORGE AND SONS CONSTRUCTION COMPANY DEFINED BENEFIT PENSION PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: D. L. GEORGE AND SONS CONSTRUCTION COMPANY DEFINED BENEFIT PENSION PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: D. L. GEORGE AND SONS CONSTRUCTION COMPANY DEFINED BENEFIT PENSION PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: D. L. GEORGE AND SONS CONSTRUCTION COMPANY DEFINED BENEFIT PENSION PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: D. L. GEORGE AND SONS CONSTRUCTION COMPANY DEFINED BENEFIT PENSION PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: D. L. GEORGE AND SONS CONSTRUCTION COMPANY DEFINED BENEFIT PENSION PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: D. L. GEORGE AND SONS CONSTRUCTION COMPANY DEFINED BENEFIT PENSION PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: D. L. GEORGE AND SONS CONSTRUCTION COMPANY DEFINED BENEFIT PENSION PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: D. L. GEORGE AND SONS CONSTRUCTION COMPANY DEFINED BENEFIT PENSION PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: D. L. GEORGE AND SONS CONSTRUCTION COMPANY DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: D. L. GEORGE AND SONS CONSTRUCTION COMPANY DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: D. L. GEORGE AND SONS CONSTRUCTION COMPANY DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: D. L. GEORGE AND SONS CONSTRUCTION COMPANY DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: D. L. GEORGE AND SONS CONSTRUCTION COMPANY DEFINED BENEFIT PENSION PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: D. L. GEORGE AND SONS CONSTRUCTION COMPANY DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |