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ASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN
Plan identification number 001

ASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ASSOCIATED GENERAL CONTRACTORS OF IOWA has sponsored the creation of one or more 401k plans.

Company Name:ASSOCIATED GENERAL CONTRACTORS OF IOWA
Employer identification number (EIN):420121190
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about ASSOCIATED GENERAL CONTRACTORS OF IOWA

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 1983-08-03
Company Identification Number: 088146
Legal Registered Office Address: 701 E CT AVE B

DES MOINES
United States of America (USA)
50309

More information about ASSOCIATED GENERAL CONTRACTORS OF IOWA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SHANE TRESLAN2023-08-02 SHANE TRESLAN2023-08-02
0012021-01-01SHANE TRESLAN2022-06-13 SHANE TRESLAN2022-06-13
0012020-01-01KIM HILL2021-03-05 KIM HILL2021-03-05
0012019-01-01KIM HILL2020-03-30 KIM HILL2020-03-30
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01SCOTT NEWHARD
0012011-01-01SCOTT NEWHARD
0012009-01-01SCOTT NEWHARD

Plan Statistics for ASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN

401k plan membership statisitcs for ASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN

Measure Date Value
2022: ASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-018
Total number of active participants reported on line 7a of the Form 55002022-01-018
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-018
Number of participants with account balances2022-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-018
Total number of active participants reported on line 7a of the Form 55002021-01-018
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-018
Total participants2021-01-018
Number of participants with account balances2021-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-018
Total number of active participants reported on line 7a of the Form 55002020-01-018
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-018
Number of participants with account balances2020-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-018
Total number of active participants reported on line 7a of the Form 55002019-01-018
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-018
Number of participants with account balances2019-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-018
Total number of active participants reported on line 7a of the Form 55002018-01-018
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-018
Number of participants with account balances2018-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-018
Total number of active participants reported on line 7a of the Form 55002017-01-018
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-018
Number of participants with account balances2017-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-018
Total number of active participants reported on line 7a of the Form 55002016-01-018
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-018
Number of participants with account balances2016-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018
Total number of active participants reported on line 7a of the Form 55002015-01-018
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-018
Number of participants with account balances2015-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-018
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-018
Number of participants with account balances2014-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018
Total number of active participants reported on line 7a of the Form 55002013-01-018
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-018
Number of participants with account balances2013-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-018
Total number of active participants reported on line 7a of the Form 55002012-01-018
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-018
Number of participants with account balances2012-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-018
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-018
Number of participants with account balances2011-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-018
Number of participants with account balances2009-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN

Measure Date Value
2022 : ASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$-409,778
Expenses. Total of all expenses incurred2022-12-31$318,308
Benefits paid (including direct rollovers)2022-12-31$317,619
Total plan assets at end of year2022-12-31$2,323,031
Total plan assets at beginning of year2022-12-31$3,051,117
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$78,123
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-529,782
Net income (gross income less expenses)2022-12-31$-728,086
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,323,031
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,051,117
Assets. Value of participant loans2022-12-31$18,036
Total contributions received or receivable from employer(s)2022-12-31$41,881
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$689
2021 : ASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$515,522
Expenses. Total of all expenses incurred2021-12-31$1,169
Total plan assets at end of year2021-12-31$3,051,117
Total plan assets at beginning of year2021-12-31$2,536,764
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$78,945
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$396,751
Net income (gross income less expenses)2021-12-31$514,353
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,051,117
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,536,764
Assets. Value of participant loans2021-12-31$22,305
Total contributions received or receivable from employer(s)2021-12-31$39,826
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$1,169
2020 : ASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$510,071
Expenses. Total of all expenses incurred2020-12-31$638
Total plan assets at end of year2020-12-31$2,536,764
Total plan assets at beginning of year2020-12-31$2,027,331
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$76,263
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$394,102
Net income (gross income less expenses)2020-12-31$509,433
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,536,764
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,027,331
Assets. Value of participant loans2020-12-31$610
Total contributions received or receivable from employer(s)2020-12-31$39,706
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$638
2019 : ASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$483,035
Expenses. Total of all expenses incurred2019-12-31$700
Total plan assets at end of year2019-12-31$2,027,331
Total plan assets at beginning of year2019-12-31$1,544,996
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$73,728
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$371,419
Net income (gross income less expenses)2019-12-31$482,335
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,027,331
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,544,996
Assets. Value of participant loans2019-12-31$1,690
Total contributions received or receivable from employer(s)2019-12-31$37,888
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$700
2018 : ASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$-13,274
Expenses. Total of all expenses incurred2018-12-31$1,211
Total plan assets at end of year2018-12-31$1,544,996
Total plan assets at beginning of year2018-12-31$1,559,481
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$72,117
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-122,137
Net income (gross income less expenses)2018-12-31$-14,485
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,544,996
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,559,481
Assets. Value of participant loans2018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$36,746
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,211
2017 : ASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$340,926
Expenses. Total of all expenses incurred2017-12-31$606
Total plan assets at end of year2017-12-31$1,559,481
Total plan assets at beginning of year2017-12-31$1,219,161
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$68,634
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$236,856
Net income (gross income less expenses)2017-12-31$340,320
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,559,481
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,219,161
Assets. Value of participant loans2017-12-31$10,782
Total contributions received or receivable from employer(s)2017-12-31$35,436
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$606
2016 : ASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$153,016
Expenses. Total of all expenses incurred2016-12-31$743
Total plan assets at end of year2016-12-31$1,219,161
Total plan assets at beginning of year2016-12-31$1,066,888
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$63,981
Other income received2016-12-31$54,716
Net income (gross income less expenses)2016-12-31$152,273
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,219,161
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,066,888
Assets. Value of participant loans2016-12-31$16,875
Total contributions received or receivable from employer(s)2016-12-31$34,319
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$743
2015 : ASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$110,273
Expenses. Total of all expenses incurred2015-12-31$1,530
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$1,066,888
Total plan assets at beginning of year2015-12-31$958,145
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$62,218
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$14,934
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$108,743
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,066,888
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$958,145
Assets. Value of participant loans2015-12-31$17,187
Total contributions received or receivable from employer(s)2015-12-31$33,121
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,530
2014 : ASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$133,332
Expenses. Total of all expenses incurred2014-12-31$2,170
Benefits paid (including direct rollovers)2014-12-31$858
Total plan assets at end of year2014-12-31$958,145
Total plan assets at beginning of year2014-12-31$826,983
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$60,182
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$40,742
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$131,162
Net plan assets at end of year (total assets less liabilities)2014-12-31$958,145
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$826,983
Assets. Value of participant loans2014-12-31$25,792
Total contributions received or receivable from employer(s)2014-12-31$32,408
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,312
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : ASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$206,544
Expenses. Total of all expenses incurred2013-12-31$152,797
Benefits paid (including direct rollovers)2013-12-31$152,797
Total plan assets at end of year2013-12-31$826,983
Total plan assets at beginning of year2013-12-31$773,236
Value of fidelity bond covering the plan2013-12-31$208,000
Total contributions received or receivable from participants2013-12-31$62,216
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$110,760
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$53,747
Net plan assets at end of year (total assets less liabilities)2013-12-31$826,983
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$773,236
Assets. Value of participant loans2013-12-31$8,298
Total contributions received or receivable from employer(s)2013-12-31$33,568
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$138,905
Expenses. Total of all expenses incurred2012-12-31$4,151
Benefits paid (including direct rollovers)2012-12-31$1,333
Total plan assets at end of year2012-12-31$773,236
Total plan assets at beginning of year2012-12-31$638,482
Value of fidelity bond covering the plan2012-12-31$208,000
Total contributions received or receivable from participants2012-12-31$52,970
Other income received2012-12-31$56,702
Net income (gross income less expenses)2012-12-31$134,754
Net plan assets at end of year (total assets less liabilities)2012-12-31$773,236
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$638,482
Assets. Value of participant loans2012-12-31$15,656
Assets. Value of assets in partnership/joint-venture interests2012-12-31$125,446
Total contributions received or receivable from employer(s)2012-12-31$29,233
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,818
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$87,689
Expenses. Total of all expenses incurred2011-12-31$11,985
Benefits paid (including direct rollovers)2011-12-31$9,600
Total plan assets at end of year2011-12-31$638,482
Total plan assets at beginning of year2011-12-31$562,778
Value of fidelity bond covering the plan2011-12-31$208,000
Total contributions received or receivable from participants2011-12-31$51,131
Other income received2011-12-31$7,751
Net income (gross income less expenses)2011-12-31$75,704
Net plan assets at end of year (total assets less liabilities)2011-12-31$638,482
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$562,778
Assets. Value of participant loans2011-12-31$22,170
Assets. Value of assets in partnership/joint-venture interests2011-12-31$127,775
Total contributions received or receivable from employer(s)2011-12-31$28,807
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$2,385
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$125,780
Expenses. Total of all expenses incurred2010-12-31$162,040
Benefits paid (including direct rollovers)2010-12-31$159,629
Total plan assets at end of year2010-12-31$562,778
Total plan assets at beginning of year2010-12-31$599,038
Value of fidelity bond covering the plan2010-12-31$208,000
Total contributions received or receivable from participants2010-12-31$35,220
Other income received2010-12-31$66,299
Net income (gross income less expenses)2010-12-31$-36,260
Net plan assets at end of year (total assets less liabilities)2010-12-31$562,778
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$599,038
Assets. Value of participant loans2010-12-31$28,523
Assets. Value of assets in partnership/joint-venture interests2010-12-31$102,198
Total contributions received or receivable from employer(s)2010-12-31$24,261
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$2,411

Form 5500 Responses for ASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN

2022: ASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ASSOCIATED GENERAL CONTRACTORS OF IOWA SAFE HARBOR 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1400131-01
Policy instance 1
Insurance contract or identification number1400131-01
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1400131-01
Policy instance 1
Insurance contract or identification number1400131-01
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $14,058
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $14,058
Amount paid for insurance broker fees0
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1400131-01
Policy instance 1
Insurance contract or identification number1400131-01
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $9,834
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $9,834
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1400131-01
Policy instance 1
Insurance contract or identification number1400131-01
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $8,526
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $8,526
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1400131-01
Policy instance 1
Insurance contract or identification number1400131-01
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1400131-01
Policy instance 1
Insurance contract or identification number1400131-01
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $5,376
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,376
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameMELINE GILLILAND MATTHEW JOHN
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1400131-01
Policy instance 1
Insurance contract or identification number1400131-01
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $4,696
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $4,696
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameMELINE GILLILAND MATTHEW JOHN
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1400131-01
Policy instance 1
Insurance contract or identification number1400131-01
Number of Individuals Covered8
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,873
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $3,873
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameMELINE GILLILAND MATTHEW JOHN
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1400131-01
Policy instance 1
Insurance contract or identification number1400131-01
Number of Individuals Covered8
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,280
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,280
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameMELINE GILLILAND MATTHEW JOHN

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