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THE CONTRACTORS RETIREMENT PLAN 401k Plan overview

Plan NameTHE CONTRACTORS RETIREMENT PLAN
Plan identification number 001

THE CONTRACTORS RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DAVIS MAIL SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:DAVIS MAIL SERVICES, INC.
Employer identification number (EIN):262864093
NAIC Classification:484200
NAIC Description: Specialized Freight Trucking

Additional information about DAVIS MAIL SERVICES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2008-06-25
Company Identification Number: P08000061271
Legal Registered Office Address: 13464 GROVER ROAD

JACKSONVILLE

32226

More information about DAVIS MAIL SERVICES, INC.

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01TONY DAVIS
0012017-01-01TONY DAVIS
0012016-01-01TONY DAVIS
0012015-01-01TONY DAVIS
0012014-01-01TONY DAVIS
0012014-01-01TONY DAVIS TONY DAVIS2015-10-05
0012013-01-01TONY DAVIS2014-07-17 TONY DAVIS2014-07-17
0012012-01-01TONY DAVIS2013-07-29 TONY DAVIS2013-07-29

Plan Statistics for THE CONTRACTORS RETIREMENT PLAN

401k plan membership statisitcs for THE CONTRACTORS RETIREMENT PLAN

Measure Date Value
2022: THE CONTRACTORS RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01736
Total number of active participants reported on line 7a of the Form 55002022-01-01458
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0174
Total of all active and inactive participants2022-01-01532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01532
Number of participants with account balances2022-01-01532
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE CONTRACTORS RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01596
Total number of active participants reported on line 7a of the Form 55002021-01-01416
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01320
Total of all active and inactive participants2021-01-01736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01736
Number of participants with account balances2021-01-01736
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE CONTRACTORS RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01533
Total number of active participants reported on line 7a of the Form 55002020-01-01356
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01240
Total of all active and inactive participants2020-01-01596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01596
Number of participants with account balances2020-01-01596
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE CONTRACTORS RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01503
Total number of active participants reported on line 7a of the Form 55002019-01-01291
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01242
Total of all active and inactive participants2019-01-01533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01533
Number of participants with account balances2019-01-01533
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE CONTRACTORS RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01430
Total number of active participants reported on line 7a of the Form 55002018-01-01315
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01188
Total of all active and inactive participants2018-01-01503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01503
Number of participants with account balances2018-01-01503
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE CONTRACTORS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01380
Total number of active participants reported on line 7a of the Form 55002017-01-01289
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01141
Total of all active and inactive participants2017-01-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01430
Number of participants with account balances2017-01-01430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE CONTRACTORS RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01292
Total number of active participants reported on line 7a of the Form 55002016-01-01284
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0196
Total of all active and inactive participants2016-01-01380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01380
Number of participants with account balances2016-01-01380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE CONTRACTORS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01192
Total number of active participants reported on line 7a of the Form 55002015-01-01227
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0165
Total of all active and inactive participants2015-01-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01292
Number of participants with account balances2015-01-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE CONTRACTORS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01132
Total number of active participants reported on line 7a of the Form 55002014-01-01166
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0126
Total of all active and inactive participants2014-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01192
Number of participants with account balances2014-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on THE CONTRACTORS RETIREMENT PLAN

Measure Date Value
2022 : THE CONTRACTORS RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$132,722
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$715,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$715,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$655,010
Value of total assets at end of year2022-12-31$2,187,660
Value of total assets at beginning of year2022-12-31$2,770,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$300,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$77,910
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$14,272
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-583,143
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,187,660
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,770,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$2,187,660
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$2,770,803
Net gain/loss from 103.12 investment entities2022-12-31$-522,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$562,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$715,865
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAS PARTNERS, LLC
Accountancy firm EIN2022-12-31208779390
2021 : THE CONTRACTORS RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$923,212
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$430,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$430,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$783,484
Value of total assets at end of year2021-12-31$2,770,803
Value of total assets at beginning of year2021-12-31$2,277,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$250,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$65,528
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$24,834
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$492,907
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,770,803
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,277,896
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$2,770,803
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$2,277,896
Net gain/loss from 103.12 investment entities2021-12-31$139,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$693,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$430,305
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31ROBERT M. THAGGARD, CPA
Accountancy firm EIN2021-12-31920131110
2020 : THE CONTRACTORS RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$973,637
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$196,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$196,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$772,051
Value of total assets at end of year2020-12-31$2,277,896
Value of total assets at beginning of year2020-12-31$1,500,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$200,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$50,290
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$82,484
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$777,042
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,277,896
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,500,854
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$2,277,896
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$1,500,854
Net gain/loss from 103.12 investment entities2020-12-31$201,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$639,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$196,595
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ROBERT M. THAGGARD, CPA
Accountancy firm EIN2020-12-31920131110
2019 : THE CONTRACTORS RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$645,629
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$270,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$270,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$493,337
Value of total assets at end of year2019-12-31$1,500,854
Value of total assets at beginning of year2019-12-31$1,126,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$200,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$36,114
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,379
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$374,729
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,500,854
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,126,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$1,500,854
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$1,126,125
Net gain/loss from 103.12 investment entities2019-12-31$152,292
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$451,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$270,900
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ROBERT M. THAGGARD, CPA
Accountancy firm EIN2019-12-31920131110
2018 : THE CONTRACTORS RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$331,481
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$197,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$197,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$435,195
Value of total assets at end of year2018-12-31$1,126,125
Value of total assets at beginning of year2018-12-31$991,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$100,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$36,952
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$134,467
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,126,125
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$991,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$1,126,125
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$991,658
Net gain/loss from 103.12 investment entities2018-12-31$-103,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$398,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$197,014
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ROBERT M. THAGGARD, CPA
Accountancy firm EIN2018-12-31920131110
2017 : THE CONTRACTORS RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$438,934
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$83,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$83,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$392,445
Value of total assets at end of year2017-12-31$991,658
Value of total assets at beginning of year2017-12-31$635,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$40,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$41,550
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$66
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$355,847
Value of net assets at end of year (total assets less liabilities)2017-12-31$991,658
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$635,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$991,658
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$635,811
Net gain/loss from 103.12 investment entities2017-12-31$46,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$350,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$83,087
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ROBERT M. THAGGARD, CPA
Accountancy firm EIN2017-12-31920131110
2016 : THE CONTRACTORS RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$329,548
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$93,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$87,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$344,616
Value of total assets at end of year2016-12-31$635,811
Value of total assets at beginning of year2016-12-31$399,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,750
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$5,750
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$40,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$5,900
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$47,871
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$236,114
Value of net assets at end of year (total assets less liabilities)2016-12-31$635,811
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$399,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$635,811
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$399,697
Net gain/loss from 103.12 investment entities2016-12-31$-15,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$290,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$87,684
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ROBERT M. THAGGARD, CPA
Accountancy firm EIN2016-12-31920131110
2015 : THE CONTRACTORS RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$172,645
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$46,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$46,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$217,340
Value of total assets at end of year2015-12-31$399,697
Value of total assets at beginning of year2015-12-31$273,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$30,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$126,192
Value of net assets at end of year (total assets less liabilities)2015-12-31$399,697
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$273,505
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$399,697
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$273,505
Net gain/loss from 103.12 investment entities2015-12-31$-44,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$217,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$46,453
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ROY MILLER & ASSOCIATES, CPAS
Accountancy firm EIN2015-12-31593077486
2014 : THE CONTRACTORS RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$145,490
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$19,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$19,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$156,816
Value of total assets at end of year2014-12-31$273,505
Value of total assets at beginning of year2014-12-31$147,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$20,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$126,303
Value of net assets at end of year (total assets less liabilities)2014-12-31$273,505
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$147,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$273,505
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$147,202
Net gain/loss from 103.12 investment entities2014-12-31$-11,326
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$156,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$19,187
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31ERICKSON, DEMEL & CO., PLLC
Accountancy firm EIN2014-12-31464064364

Form 5500 Responses for THE CONTRACTORS RETIREMENT PLAN

2022: THE CONTRACTORS RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE CONTRACTORS RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE CONTRACTORS RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE CONTRACTORS RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE CONTRACTORS RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE CONTRACTORS RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE CONTRACTORS RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE CONTRACTORS RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE CONTRACTORS RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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