COUNTYWIDE MECHANICAL SYSTEMS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE CONTRACTORS RETIREMENT PLAN
Measure | Date | Value |
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2022 : THE CONTRACTORS RETIREMENT PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 | $-695,979 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $628,079 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $579,478 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $48,601 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $5 |
Value of total assets at end of year | 2022-12-31 | $3,642,176 |
Value of total assets at beginning of year | 2022-12-31 | $4,966,234 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $5,720 |
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 year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
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 |
Participant contributions at end of year | 2022-12-31 | $105,128 |
Participant contributions at beginning of year | 2022-12-31 | $212,241 |
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 | $-1,324,058 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $3,642,176 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,966,234 |
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 |
Interest on participant loans | 2022-12-31 | $5,720 |
Assets. Value of investments in 103.12 investment entities at end of year | 2022-12-31 | $3,537,048 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-12-31 | $4,753,993 |
Net gain/loss from 103.12 investment entities | 2022-12-31 | $-701,704 |
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 | $5 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $579,478 |
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 | ERICKSON DEMEL & ASSOCIATES, PLLC |
Accountancy firm EIN | 2022-12-31 | 871577252 |
2021 : THE CONTRACTORS RETIREMENT PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 | $315,627 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $515,176 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $509,521 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $2,655 |
Value of total corrective distributions | 2021-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $278 |
Value of total assets at end of year | 2021-12-31 | $4,966,234 |
Value of total assets at beginning of year | 2021-12-31 | $5,165,783 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $3,000 |
Total interest from all sources | 2021-12-31 | $9,720 |
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 year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $3,000 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
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 | $0 |
Participant contributions at end of year | 2021-12-31 | $212,241 |
Participant contributions at beginning of year | 2021-12-31 | $263,040 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-199,549 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $4,966,234 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,165,783 |
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 |
Interest on participant loans | 2021-12-31 | $9,720 |
Assets. Value of investments in 103.12 investment entities at end of year | 2021-12-31 | $4,753,993 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-12-31 | $4,902,743 |
Net gain/loss from 103.12 investment entities | 2021-12-31 | $305,629 |
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 | $278 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $509,521 |
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 | ERICKSON DEMEL & ASSOCIATES, PLLC |
Accountancy firm EIN | 2021-12-31 | 871577252 |
2020 : THE CONTRACTORS RETIREMENT PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 | $489,619 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $438,350 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $360,696 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $74,654 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $32,038 |
Value of total assets at end of year | 2020-12-31 | $5,165,783 |
Value of total assets at beginning of year | 2020-12-31 | $5,114,514 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $3,000 |
Total interest from all sources | 2020-12-31 | $11,511 |
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 year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $3,000 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
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 |
Participant contributions at end of year | 2020-12-31 | $263,040 |
Participant contributions at beginning of year | 2020-12-31 | $291,560 |
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 | $51,269 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $5,165,783 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,114,514 |
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 |
Interest on participant loans | 2020-12-31 | $11,511 |
Assets. Value of investments in 103.12 investment entities at end of year | 2020-12-31 | $4,902,743 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2020-12-31 | $4,822,954 |
Net gain/loss from 103.12 investment entities | 2020-12-31 | $446,070 |
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 | $32,038 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $360,696 |
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 | ERICKSON, DEMEL & CO., PLLC |
Accountancy firm EIN | 2020-12-31 | 464064364 |
2019 : THE CONTRACTORS RETIREMENT PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 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 | $1,406,210 |
Total income from all sources (including contributions) | 2019-12-31 | $1,406,210 |
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 | $991,329 |
Total of all expenses incurred | 2019-12-31 | $991,329 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $883,212 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $883,212 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $105,417 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $105,417 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $803,673 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $803,673 |
Value of total assets at end of year | 2019-12-31 | $5,114,514 |
Value of total assets at end of year | 2019-12-31 | $5,114,514 |
Value of total assets at beginning of year | 2019-12-31 | $4,699,633 |
Value of total assets at beginning of year | 2019-12-31 | $4,699,633 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,700 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,700 |
Total interest from all sources | 2019-12-31 | $13,639 |
Total interest from all sources | 2019-12-31 | $13,639 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $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 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 |
Administrative expenses professional fees incurred | 2019-12-31 | $2,700 |
Administrative expenses professional fees incurred | 2019-12-31 | $2,700 |
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 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
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 |
Participant contributions at end of year | 2019-12-31 | $291,560 |
Participant contributions at end of year | 2019-12-31 | $291,560 |
Participant contributions at beginning of year | 2019-12-31 | $398,147 |
Participant contributions at beginning of year | 2019-12-31 | $398,147 |
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 | $414,881 |
Value of net income/loss | 2019-12-31 | $414,881 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $5,114,514 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $5,114,514 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,699,633 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,699,633 |
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 |
Interest on participant loans | 2019-12-31 | $13,639 |
Interest on participant loans | 2019-12-31 | $13,639 |
Assets. Value of investments in 103.12 investment entities at end of year | 2019-12-31 | $4,822,954 |
Assets. Value of investments in 103.12 investment entities at end of year | 2019-12-31 | $4,822,954 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-12-31 | $4,301,486 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-12-31 | $4,301,486 |
Net gain/loss from 103.12 investment entities | 2019-12-31 | $588,898 |
Net gain/loss from 103.12 investment entities | 2019-12-31 | $588,898 |
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 | $803,673 |
Contributions received in cash from employer | 2019-12-31 | $803,673 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $883,212 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $883,212 |
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 |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | ERICKSON, DEMEL & CO., PLLC |
Accountancy firm name | 2019-12-31 | ERICKSON, DEMEL & CO., PLLC |
Accountancy firm EIN | 2019-12-31 | 464064364 |
Accountancy firm EIN | 2019-12-31 | 464064364 |
2018 : THE CONTRACTORS RETIREMENT PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 | $898,971 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $690,042 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $622,329 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $65,313 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,113,538 |
Value of total assets at end of year | 2018-12-31 | $4,699,633 |
Value of total assets at beginning of year | 2018-12-31 | $4,490,704 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $2,400 |
Total interest from all sources | 2018-12-31 | $12,342 |
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 year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $2,400 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
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 |
Participant contributions at end of year | 2018-12-31 | $398,147 |
Participant contributions at beginning of year | 2018-12-31 | $338,842 |
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 | $208,929 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $4,699,633 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,490,704 |
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 |
Interest on participant loans | 2018-12-31 | $12,342 |
Assets. Value of investments in 103.12 investment entities at end of year | 2018-12-31 | $4,301,486 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2018-12-31 | $4,151,862 |
Net gain/loss from 103.12 investment entities | 2018-12-31 | $-226,909 |
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 | $1,113,538 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $622,329 |
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 |
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 | ERICKSON, DEMEL & CO., PLLC |
Accountancy firm EIN | 2018-12-31 | 464064364 |
2017 : THE CONTRACTORS RETIREMENT PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 | $1,895,174 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $911,240 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $904,328 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $4,512 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,524,654 |
Value of total assets at end of year | 2017-12-31 | $4,490,704 |
Value of total assets at beginning of year | 2017-12-31 | $3,506,770 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,400 |
Total interest from all sources | 2017-12-31 | $8,988 |
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 year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $2,400 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $400,000 |
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 | $1,201 |
Participant contributions at end of year | 2017-12-31 | $338,842 |
Participant contributions at beginning of year | 2017-12-31 | $273,977 |
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 | $983,934 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $4,490,704 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,506,770 |
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 |
Interest on participant loans | 2017-12-31 | $8,988 |
Assets. Value of investments in 103.12 investment entities at end of year | 2017-12-31 | $4,151,862 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2017-12-31 | $3,232,793 |
Net gain/loss from 103.12 investment entities | 2017-12-31 | $361,532 |
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 | $1,523,453 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $904,328 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | ERICKSON, DEMEL & CO., PLLC |
Accountancy firm EIN | 2017-12-31 | 464064364 |
2016 : THE CONTRACTORS RETIREMENT PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 | $852,208 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $620,732 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $532,176 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $86,156 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $775,281 |
Value of total assets at end of year | 2016-12-31 | $3,506,770 |
Value of total assets at beginning of year | 2016-12-31 | $3,275,294 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $2,400 |
Total interest from all sources | 2016-12-31 | $11,306 |
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 year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $2,400 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $400,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
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 |
Participant contributions at end of year | 2016-12-31 | $273,977 |
Participant contributions at beginning of year | 2016-12-31 | $369,391 |
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 | $231,476 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $3,506,770 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,275,294 |
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 |
Interest on participant loans | 2016-12-31 | $11,306 |
Assets. Value of investments in 103.12 investment entities at end of year | 2016-12-31 | $3,232,793 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2016-12-31 | $2,905,903 |
Net gain/loss from 103.12 investment entities | 2016-12-31 | $65,621 |
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 | $775,281 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $532,176 |
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 |
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 | ERICKSON, DEMEL & CO., PLLC |
Accountancy firm EIN | 2016-12-31 | 464064364 |
2015 : THE CONTRACTORS RETIREMENT PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 | $480,017 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $573,622 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $549,675 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $21,747 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $616,785 |
Value of total assets at end of year | 2015-12-31 | $3,275,294 |
Value of total assets at beginning of year | 2015-12-31 | $3,368,899 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $2,200 |
Total interest from all sources | 2015-12-31 | $9,814 |
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 year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $2,200 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $400,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
Minimum employer required contribution for this plan year | 2015-12-31 | $616,785 |
Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $616,785 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Participant contributions at end of year | 2015-12-31 | $369,391 |
Participant contributions at beginning of year | 2015-12-31 | $341,423 |
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 | $-93,605 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $3,275,294 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,368,899 |
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 |
Interest on participant loans | 2015-12-31 | $9,814 |
Assets. Value of investments in 103.12 investment entities at end of year | 2015-12-31 | $2,905,903 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2015-12-31 | $3,027,476 |
Net gain/loss from 103.12 investment entities | 2015-12-31 | $-146,582 |
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 | $616,785 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $549,675 |
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 |
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 | ERICKSON, DEMEL & CO., PLLC |
Accountancy firm EIN | 2015-12-31 | 464064364 |
2014 : THE CONTRACTORS RETIREMENT PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 | $1,184,900 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,402,051 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,308,395 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $73,991 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,087,266 |
Value of total assets at end of year | 2014-12-31 | $3,368,899 |
Value of total assets at beginning of year | 2014-12-31 | $3,586,050 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $19,665 |
Total interest from all sources | 2014-12-31 | $7,566 |
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 year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $19,665 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $400,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $1,087,266 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $1,087,266 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Participant contributions at end of year | 2014-12-31 | $341,423 |
Participant contributions at beginning of year | 2014-12-31 | $378,680 |
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 | $-217,151 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $3,368,899 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,586,050 |
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 |
Interest on participant loans | 2014-12-31 | $7,566 |
Assets. Value of investments in 103.12 investment entities at end of year | 2014-12-31 | $3,027,476 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2014-12-31 | $3,207,370 |
Net gain/loss from 103.12 investment entities | 2014-12-31 | $90,068 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
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 | $1,087,266 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,308,395 |
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 |
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 | ERICKSON, DEMEL & CO., PLLC |
Accountancy firm EIN | 2014-12-31 | 464064364 |
2013 : THE CONTRACTORS RETIREMENT PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $10,738 |
Total income from all sources (including contributions) | 2013-12-31 | $2,135,467 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $523,722 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $505,224 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,868,609 |
Value of total assets at end of year | 2013-12-31 | $3,586,050 |
Value of total assets at beginning of year | 2013-12-31 | $1,985,043 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $18,498 |
Total interest from all sources | 2013-12-31 | $795 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $18,498 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $1,868,609 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $1,868,609 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Participant contributions at end of year | 2013-12-31 | $378,680 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $10,738 |
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 | $1,611,745 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $3,586,050 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,974,305 |
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 |
Interest on participant loans | 2013-12-31 | $795 |
Assets. Value of investments in 103.12 investment entities at end of year | 2013-12-31 | $3,207,370 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2013-12-31 | $1,985,043 |
Net gain/loss from 103.12 investment entities | 2013-12-31 | $266,063 |
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 | $1,868,609 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $505,224 |
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 |
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 | ERICKSON, DEMEL & CO., PLLC |
Accountancy firm EIN | 2013-12-31 | 464064364 |
2012 : THE CONTRACTORS RETIREMENT PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $10,738 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $10,738 |
Total income from all sources (including contributions) | 2012-12-31 | $799,468 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $321,958 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $321,958 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $664,379 |
Value of total assets at end of year | 2012-12-31 | $1,985,043 |
Value of total assets at beginning of year | 2012-12-31 | $1,507,533 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $564,644 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $564,644 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $99,735 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $10,738 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $10,738 |
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 | $477,510 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,974,305 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,496,795 |
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. Value of investments in 103.12 investment entities at end of year | 2012-12-31 | $1,985,043 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2012-12-31 | $1,507,533 |
Net gain/loss from 103.12 investment entities | 2012-12-31 | $135,089 |
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 | $564,644 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $321,958 |
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 |
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 | ERICKSON DEMEL & CO., P.C. |
Accountancy firm EIN | 2012-12-31 | 742332708 |
2011 : THE CONTRACTORS RETIREMENT PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,178,108 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $619,786 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $619,786 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,230,457 |
Value of total assets at end of year | 2011-12-31 | $1,507,532 |
Value of total assets at beginning of year | 2011-12-31 | $949,210 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $1,217,569 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $1,217,569 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $2,151 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $10,738 |
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 | $558,322 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,507,532 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $949,210 |
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. Value of investments in 103.12 investment entities at end of year | 2011-12-31 | $1,507,532 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2011-12-31 | $949,210 |
Net gain/loss from 103.12 investment entities | 2011-12-31 | $-52,349 |
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 | $1,228,306 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $619,786 |
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 |
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 | ERICKSON DEMEL & CO., P.C. |
Accountancy firm EIN | 2011-12-31 | 742332708 |