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Plan Name | THE CONTRACTORS RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | SOLUTION ONE INDUSTRIES, LTD. |
Employer identification number (EIN): | 320127739 |
NAIC Classification: | 561110 |
NAIC Description: | Office Administrative Services |
Additional information about SOLUTION ONE INDUSTRIES, LTD.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2014-05-09 |
Company Identification Number: | 0801991334 |
Legal Registered Office Address: |
412 N GRAY ST KILLEEN United States of America (USA) 76541 |
More information about SOLUTION ONE INDUSTRIES, LTD.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | MARIO GARCIA | 2023-05-31 | ||
001 | 2022-01-01 | ||||
001 | 2022-01-01 | ESTHER PEREZ | 2024-02-16 | ||
001 | 2021-01-01 | MELISSA PEREZ | 2022-06-06 | ||
001 | 2021-01-01 | ESTHER PEREZ | 2023-02-23 | ||
001 | 2021-01-01 | MARIO GARCIA | 2023-05-11 | ||
001 | 2020-01-01 | ESTHER PEREZ | 2021-07-14 | ||
001 | 2020-01-01 | ESTHER PEREZ | 2022-02-24 | ||
001 | 2020-01-01 | ESTHER PEREZ | 2022-02-25 | ||
001 | 2020-01-01 | ESTHER PEREZ | 2022-02-25 | ||
001 | 2020-01-01 | ESTHER PEREZ | 2021-07-14 | ||
001 | 2020-01-01 | ESTHER PEREZ | 2022-02-25 | ||
001 | 2020-01-01 | ||||
001 | 2019-03-01 | MELISSA PEREZ | 2020-10-15 | ||
001 | 2019-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ESTHER PEREZ | 2019-10-22 | ||
001 | 2018-01-01 | ESTHER PEREZ | 2019-10-16 | ||
001 | 2018-01-01 | ESTHER PEREZ | 2019-10-15 | ||
001 | 2018-01-01 | ESTHER PEREZ | 2020-07-09 | ||
001 | 2018-01-01 | MARIO GARCIA | 2019-10-15 | ||
001 | 2018-01-01 | ESTHER PEREZ | 2019-10-15 | ||
001 | 2018-01-01 | ESTHER PEREZ | 2019-10-17 | ||
001 | 2018-01-01 | MARIO GARCIA | 2019-10-29 | ||
001 | 2018-01-01 | MARIO GARCIA | 2019-10-16 | ||
001 | 2017-01-01 | ALETA EVERSLEY | 2018-06-29 | ||
001 | 2017-01-01 | TYRONE MCLAURIN | |||
001 | 2017-01-01 | TYRONE MCLAURIN | TYRONE MCLAURIN | 2018-10-15 | |
001 | 2016-01-01 | BETTIE MCLAURIN | 2017-09-11 | ||
001 | 2016-01-01 | ALETA EVERSLEY | 2017-05-31 | ALETA EVERSLEY | 2017-05-31 |
001 | 2016-01-01 | YOLANDA SHORES | 2017-05-31 | ||
001 | 2015-01-01 | BETTIE MCLAURIN | 2016-07-20 | ||
001 | 2015-01-01 | BETTIE MCLAURIN | 2016-06-02 | ||
001 | 2014-01-01 | BETTIE MCLAURIN | 2015-06-29 | ||
001 | 2014-01-01 | BETTIE MCLAURIN | 2015-05-29 | ||
001 | 2013-01-01 | BETTIE A MCLAURIN | 2014-07-24 | BETTIE A MCLAURIN | 2014-07-24 |
001 | 2012-01-01 | BETTIE A. MCLAURIN | 2013-07-30 | BETTIE A. MCLAURIN | 2013-07-30 |
001 | 2011-01-01 | BETTIE MCLAURIN | 2012-10-04 | ||
001 | 2010-01-01 | BETTIE MCLAURIN | 2011-06-16 | ||
001 | 2009-03-01 | BETTIE MCLAURIN |
Measure | Date | Value |
---|---|---|
2022: THE CONTRACTORS RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 381 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 307 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 102 |
Total of all active and inactive participants | 2022-01-01 | 409 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 409 |
Number of participants with account balances | 2022-01-01 | 197 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2020: THE CONTRACTORS RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 236 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 163 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 83 |
Total of all active and inactive participants | 2020-01-01 | 246 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 246 |
Number of participants with account balances | 2020-01-01 | 141 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: THE CONTRACTORS RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 266 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 163 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 72 |
Total of all active and inactive participants | 2019-01-01 | 235 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 235 |
Number of participants with account balances | 2019-01-01 | 132 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2017: THE CONTRACTORS RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 157 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 312 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 14 |
Total of all active and inactive participants | 2017-01-01 | 326 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 326 |
Number of participants with account balances | 2017-01-01 | 66 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2009: THE CONTRACTORS RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-03-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-03-01 | 24 |
Number of retired or separated participants receiving benefits | 2009-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-03-01 | 0 |
Total of all active and inactive participants | 2009-03-01 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-03-01 | 0 |
Total participants | 2009-03-01 | 24 |
Number of participants with account balances | 2009-03-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-03-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : THE CONTRACTORS RETIREMENT PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $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 | $553,140 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $292,215 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $288,109 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $1,406 |
Value of total corrective distributions | 2022-12-31 | $849 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $891,971 |
Value of total assets at end of year | 2022-12-31 | $2,265,035 |
Value of total assets at beginning of year | 2022-12-31 | $2,004,110 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,851 |
Total interest from all sources | 2022-12-31 | $1,277 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $126,001 |
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 | $126,001 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $201,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $567,876 |
Participant contributions at end of year | 2022-12-31 | $28,202 |
Participant contributions at beginning of year | 2022-12-31 | $9,712 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $64,524 |
Administrative expenses (other) incurred | 2022-12-31 | $1,851 |
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 | $260,925 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,265,035 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,004,110 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,721,858 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,589,426 |
Interest on participant loans | 2022-12-31 | $1,277 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $514,975 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $404,972 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-436,510 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-29,599 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
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 | $259,571 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $288,109 |
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 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | LUDWICK MONTGOMERY & STAPP |
Accountancy firm EIN | 2022-12-31 | 742243906 |
2021 : THE CONTRACTORS RETIREMENT PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $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 | $901,229 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $315,306 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $295,363 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $1,364 |
Value of total corrective distributions | 2021-12-31 | $16,995 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $688,127 |
Value of total assets at end of year | 2021-12-31 | $2,004,110 |
Value of total assets at beginning of year | 2021-12-31 | $1,418,187 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,584 |
Total interest from all sources | 2021-12-31 | $1,042 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $131,208 |
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 | $131,208 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $142,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
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 |
Contributions received from participants | 2021-12-31 | $414,815 |
Participant contributions at end of year | 2021-12-31 | $9,712 |
Participant contributions at beginning of year | 2021-12-31 | $15,866 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $189,933 |
Other income not declared elsewhere | 2021-12-31 | $164 |
Administrative expenses (other) incurred | 2021-12-31 | $1,584 |
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 | $585,923 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,004,110 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,418,187 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,589,426 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,117,817 |
Interest on participant loans | 2021-12-31 | $1,042 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $404,972 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $284,504 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $57,478 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $23,210 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
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 | $83,379 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $295,363 |
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 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | LUDWICK MONTGOMERY & STAPP |
Accountancy firm EIN | 2021-12-31 | 742243906 |
2020 : THE CONTRACTORS RETIREMENT PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $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 | $525,956 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $157,936 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $139,062 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $4,398 |
Value of total corrective distributions | 2020-12-31 | $13,276 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $337,143 |
Value of total assets at end of year | 2020-12-31 | $1,418,187 |
Value of total assets at beginning of year | 2020-12-31 | $1,050,167 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,200 |
Total interest from all sources | 2020-12-31 | $1,059 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $70,123 |
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 | $70,123 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $106,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
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 |
Contributions received from participants | 2020-12-31 | $291,745 |
Participant contributions at end of year | 2020-12-31 | $15,866 |
Participant contributions at beginning of year | 2020-12-31 | $25,292 |
Other income not declared elsewhere | 2020-12-31 | $13,094 |
Administrative expenses (other) incurred | 2020-12-31 | $1,200 |
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 | $368,020 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,418,187 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,050,167 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,117,817 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $845,743 |
Interest on participant loans | 2020-12-31 | $1,059 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $284,504 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $179,132 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $90,112 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $14,425 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
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 | $45,398 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $139,062 |
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 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | LUDWICK, MONTGOMERY AND STAPP PC |
Accountancy firm EIN | 2020-12-31 | 742243906 |
2019 : THE CONTRACTORS RETIREMENT PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at 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 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 | $623,259 |
Total income from all sources (including contributions) | 2019-12-31 | $623,259 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $255,027 |
Total of all expenses incurred | 2019-12-31 | $255,027 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $246,165 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $246,165 |
Value of total corrective distributions | 2019-12-31 | $6,237 |
Value of total corrective distributions | 2019-12-31 | $6,237 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $453,130 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $453,130 |
Value of total assets at end of year | 2019-12-31 | $1,050,167 |
Value of total assets at end of year | 2019-12-31 | $1,050,167 |
Value of total assets at beginning of year | 2019-12-31 | $681,935 |
Value of total assets at beginning of year | 2019-12-31 | $681,935 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,625 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,625 |
Total interest from all sources | 2019-12-31 | $1,117 |
Total interest from all sources | 2019-12-31 | $1,117 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $48,197 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $48,197 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
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 | $48,197 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $48,197 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $69,000 |
Value of fidelity bond cover | 2019-12-31 | $69,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $338,871 |
Contributions received from participants | 2019-12-31 | $338,871 |
Participant contributions at end of year | 2019-12-31 | $25,292 |
Participant contributions at end of year | 2019-12-31 | $25,292 |
Participant contributions at beginning of year | 2019-12-31 | $20,114 |
Participant contributions at beginning of year | 2019-12-31 | $20,114 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $31,922 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $31,922 |
Other income not declared elsewhere | 2019-12-31 | $1,535 |
Other income not declared elsewhere | 2019-12-31 | $1,535 |
Administrative expenses (other) incurred | 2019-12-31 | $2,625 |
Administrative expenses (other) incurred | 2019-12-31 | $2,625 |
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 |
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 | $368,232 |
Value of net income/loss | 2019-12-31 | $368,232 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,050,167 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,050,167 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $681,935 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $681,935 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
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 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 |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $845,743 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $845,743 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $520,722 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $520,722 |
Interest on participant loans | 2019-12-31 | $1,117 |
Interest on participant loans | 2019-12-31 | $1,117 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $179,132 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $179,132 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $141,099 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $141,099 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $101,637 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $101,637 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $17,643 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $17,643 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
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 |
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 |
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 | $82,337 |
Contributions received in cash from employer | 2019-12-31 | $82,337 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $246,165 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $246,165 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
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 |
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 |
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 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BROCKWAY, GERFBACH, FRANKLIN, & |
Accountancy firm EIN | 2019-12-31 | 742531836 |
2017 : THE CONTRACTORS RETIREMENT PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $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 | $471,832 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $69,500 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $58,498 |
Value of total corrective distributions | 2017-12-31 | $10,027 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $385,706 |
Value of total assets at end of year | 2017-12-31 | $729,910 |
Value of total assets at beginning of year | 2017-12-31 | $327,578 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $975 |
Total interest from all sources | 2017-12-31 | $79 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $30,699 |
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 | $30,699 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $33,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
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 |
Contributions received from participants | 2017-12-31 | $151,764 |
Participant contributions at end of year | 2017-12-31 | $1,297 |
Participant contributions at beginning of year | 2017-12-31 | $1,563 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $213,942 |
Administrative expenses (other) incurred | 2017-12-31 | $975 |
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 | $402,332 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $729,910 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $327,578 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $621,360 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $250,686 |
Interest on participant loans | 2017-12-31 | $79 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $107,253 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $75,329 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $48,980 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $6,368 |
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 | $20,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $58,498 |
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 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BROCKWAY, GERFBACH, FRANKLIN, & NIE |
Accountancy firm EIN | 2017-12-31 | 742531836 |
2009 : THE CONTRACTORS RETIREMENT 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: THE CONTRACTORS RETIREMENT 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 |
2020: THE CONTRACTORS RETIREMENT 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: THE CONTRACTORS RETIREMENT 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 |
2017: THE CONTRACTORS RETIREMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | Yes |
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 |
2009: THE CONTRACTORS RETIREMENT PLAN 2009 form 5500 responses | ||
2009-03-01 | Type of plan entity | Single employer plan |
2009-03-01 | First time form 5500 has been submitted | Yes |
2009-03-01 | Submission has been amended | No |
2009-03-01 | This submission is the final filing | No |
2009-03-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2009-03-01 | Plan is a collectively bargained plan | No |
2009-03-01 | Plan funding arrangement – Trust | Yes |
2009-03-01 | Plan benefit arrangement - Trust | Yes |