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AGC OF MISSOURI 401(K) PLAN 401k Plan overview

Plan NameAGC OF MISSOURI 401(K) PLAN
Plan identification number 333

AGC OF MISSOURI 401(K) PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:ASSOCIATED GENERAL CONTRACTORS OF MISSOURI
Employer identification number (EIN):431757915
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AGC OF MISSOURI 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332023-01-01LEONARD TOENJES2024-09-26
3332022-01-01LEONARD TOENJES2023-10-01
3332021-01-01
3332021-01-01JOANNE PALADINO
3332020-01-01
3332019-01-01DONAL K. FORD2020-09-29

Plan Statistics for AGC OF MISSOURI 401(K) PLAN

401k plan membership statisitcs for AGC OF MISSOURI 401(K) PLAN

Measure Date Value
2023: AGC OF MISSOURI 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01186
Total number of active participants reported on line 7a of the Form 55002023-01-01426
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0139
Total of all active and inactive participants2023-01-01465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01465
Number of participants with account balances2023-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: AGC OF MISSOURI 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01207
Total number of active participants reported on line 7a of the Form 55002022-01-01132
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0144
Total of all active and inactive participants2022-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01176
Number of participants with account balances2022-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: AGC OF MISSOURI 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01210
Total number of active participants reported on line 7a of the Form 55002021-01-01195
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0163
Total of all active and inactive participants2021-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01261
Number of participants with account balances2021-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: AGC OF MISSOURI 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01214
Total number of active participants reported on line 7a of the Form 55002020-01-01174
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0149
Total of all active and inactive participants2020-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01223
Number of participants with account balances2020-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010

Financial Data on AGC OF MISSOURI 401(K) PLAN

Measure Date Value
2023 : AGC OF MISSOURI 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$24,212
Total income from all sources (including contributions)2023-12-31$2,034,233
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,008,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$965,918
Value of total corrective distributions2023-12-31$14,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,305,934
Value of total assets at end of year2023-12-31$5,375,729
Value of total assets at beginning of year2023-12-31$4,374,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$28,124
Total interest from all sources2023-12-31$10,293
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$797,785
Participant contributions at end of year2023-12-31$137,503
Participant contributions at beginning of year2023-12-31$148,612
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$214,456
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$24,212
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,025,261
Value of net assets at end of year (total assets less liabilities)2023-12-31$5,375,729
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$4,350,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in pooled separate accounts at end of year2023-12-31$5,208,757
Value of interest in pooled separate accounts at beginning of year2023-12-31$4,014,095
Interest on participant loans2023-12-31$8,781
Interest earned on other investments2023-12-31$1,512
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$29,469
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$211,973
Net investment gain/loss from pooled separate accounts2023-12-31$718,006
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$293,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$965,918
Contract administrator fees2023-12-31$28,124
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31TEMPLETON & COMPANY
Accountancy firm EIN2023-12-31141918990
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$24,212
Total income from all sources (including contributions)2023-01-01$2,034,233
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$1,008,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$965,918
Value of total corrective distributions2023-01-01$14,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$1,305,934
Value of total assets at end of year2023-01-01$5,375,729
Value of total assets at beginning of year2023-01-01$4,374,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$28,124
Total interest from all sources2023-01-01$10,293
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$1,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$797,785
Participant contributions at end of year2023-01-01$137,503
Participant contributions at beginning of year2023-01-01$148,612
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$214,456
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-01$24,212
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$1,025,261
Value of net assets at end of year (total assets less liabilities)2023-01-01$5,375,729
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$4,350,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in pooled separate accounts at end of year2023-01-01$5,208,757
Value of interest in pooled separate accounts at beginning of year2023-01-01$4,014,095
Interest on participant loans2023-01-01$8,781
Interest earned on other investments2023-01-01$1,512
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$29,469
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$211,973
Net investment gain/loss from pooled separate accounts2023-01-01$718,006
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01Yes
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$293,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$965,918
Contract administrator fees2023-01-01$28,124
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01TEMPLETON & COMPANY
Accountancy firm EIN2023-01-01141918990
2022 : AGC OF MISSOURI 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$2,826,367
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$24,212
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$69,149
Total income from all sources (including contributions)2022-12-31$25,255
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,369,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,285,697
Value of total corrective distributions2022-12-31$24,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,724,896
Value of total assets at end of year2022-12-31$4,374,680
Value of total assets at beginning of year2022-12-31$8,590,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$59,373
Total interest from all sources2022-12-31$5,500
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$956,604
Participant contributions at end of year2022-12-31$148,612
Participant contributions at beginning of year2022-12-31$26,342
Participant contributions at beginning of year2022-12-31$46,662
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$488,510
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$24,212
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$69,149
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,344,027
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,350,468
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,520,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$4,014,095
Value of interest in pooled separate accounts at beginning of year2022-12-31$7,826,573
Interest on participant loans2022-12-31$3,861
Interest earned on other investments2022-12-31$1,639
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$211,973
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$555,355
Net investment gain/loss from pooled separate accounts2022-12-31$-1,705,141
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$279,782
Employer contributions (assets) at beginning of year2022-12-31$135,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,285,697
Contract administrator fees2022-12-31$59,373
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31TEMPLETON & COMPANY
Accountancy firm EIN2022-12-31141918990
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total transfer of assets from this plan2022-01-01$2,826,367
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$24,212
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$69,149
Total income from all sources (including contributions)2022-01-01$25,255
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$1,369,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$1,285,697
Value of total corrective distributions2022-01-01$24,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$1,724,896
Value of total assets at end of year2022-01-01$4,374,680
Value of total assets at beginning of year2022-01-01$8,590,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$59,373
Total interest from all sources2022-01-01$5,500
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$1,000,000
If this is an individual account plan, was there a blackout period2022-01-01Yes
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$956,604
Participant contributions at end of year2022-01-01$148,612
Participant contributions at beginning of year2022-01-01$26,342
Participant contributions at beginning of year2022-01-01$46,662
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$488,510
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-01$24,212
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$69,149
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-1,344,027
Value of net assets at end of year (total assets less liabilities)2022-01-01$4,350,468
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$8,520,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in pooled separate accounts at end of year2022-01-01$4,014,095
Value of interest in pooled separate accounts at beginning of year2022-01-01$7,826,573
Interest on participant loans2022-01-01$3,861
Interest earned on other investments2022-01-01$1,639
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$211,973
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$555,355
Net investment gain/loss from pooled separate accounts2022-01-01$-1,705,141
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01Yes
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$279,782
Employer contributions (assets) at beginning of year2022-01-01$135,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$1,285,697
Contract administrator fees2022-01-01$59,373
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-01-01Yes
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01TEMPLETON & COMPANY
Accountancy firm EIN2022-01-01141918990
2021 : AGC OF MISSOURI 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$69,149
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$603
Total income from all sources (including contributions)2021-12-31$2,515,289
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,402,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,250,158
Expenses. Certain deemed distributions of participant loans2021-12-31$8,139
Value of total corrective distributions2021-12-31$69,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,567,731
Value of total assets at end of year2021-12-31$8,590,011
Value of total assets at beginning of year2021-12-31$7,408,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$74,783
Total interest from all sources2021-12-31$1,639
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$8,025
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$945,129
Participant contributions at end of year2021-12-31$26,342
Participant contributions at beginning of year2021-12-31$37,748
Participant contributions at end of year2021-12-31$46,662
Participant contributions at beginning of year2021-12-31$41,066
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$260,050
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$69,149
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$603
Other income not declared elsewhere2021-12-31$12
Administrative expenses (other) incurred2021-12-31$6,325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,113,060
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,520,862
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,407,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,127,375
Value of interest in pooled separate accounts at end of year2021-12-31$7,826,573
Interest on participant loans2021-12-31$1,639
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$555,355
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$22,183
Net investment gain/loss from pooled separate accounts2021-12-31$945,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$362,552
Employer contributions (assets) at end of year2021-12-31$135,079
Employer contributions (assets) at beginning of year2021-12-31$180,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,250,158
Contract administrator fees2021-12-31$60,433
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31TEMPLETON & COMPANY
Accountancy firm EIN2021-12-31141918990
2020 : AGC OF MISSOURI 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$404,280
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$603
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$13,543
Total income from all sources (including contributions)2020-12-31$2,516,399
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$931,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$838,048
Expenses. Certain deemed distributions of participant loans2020-12-31$45,230
Value of total corrective distributions2020-12-31$603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,256,023
Value of total assets at end of year2020-12-31$7,408,405
Value of total assets at beginning of year2020-12-31$5,431,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$47,230
Total interest from all sources2020-12-31$3,194
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$850,337
Participant contributions at end of year2020-12-31$37,748
Participant contributions at beginning of year2020-12-31$74,208
Participant contributions at end of year2020-12-31$41,066
Participant contributions at beginning of year2020-12-31$36,958
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$34,921
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$276,913
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$603
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$13,543
Other income not declared elsewhere2020-12-31$297,000
Administrative expenses (other) incurred2020-12-31$5,326
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,585,288
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,407,802
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,418,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,127,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,125,210
Interest on participant loans2020-12-31$3,194
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$22,183
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$33,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$960,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$370,765
Employer contributions (assets) at end of year2020-12-31$180,033
Employer contributions (assets) at beginning of year2020-12-31$161,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$561,135
Contract administrator fees2020-12-31$41,904
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31TEMPLETON & COMPANY
Accountancy firm EIN2020-12-31141918990

Form 5500 Responses for AGC OF MISSOURI 401(K) PLAN

2023: AGC OF MISSOURI 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulitple employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: AGC OF MISSOURI 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple 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: AGC OF MISSOURI 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple 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: AGC OF MISSOURI 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple 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

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number086751
Policy instance 1
Insurance contract or identification number086751
Number of Individuals Covered465
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number086751
Policy instance 1
Insurance contract or identification number086751
Number of Individuals Covered176
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932519-000
Policy instance 2
Insurance contract or identification number932519-000
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932519-000
Policy instance 1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932519-000
Policy instance 1

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