INTEGRIWARD, LLC 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 |
|---|
| 2025 : THE CONTRACTORS RETIREMENT PLAN 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-09-24 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-24 | 578192 |
| Net assets as of the end of the plan year | 2025-09-24 | 2544075 |
| Total assets as of the beginning of the plan year | 2025-09-24 | 2271708 |
| Value of plan covered by a fidelity bond | 2025-09-24 | 385000 |
| Participant contributions to plan in this plan year | 2025-09-24 | 364014 |
| Value of participant loans at end of plan year | 2025-09-24 | 37088 |
| Other contributions to plan in this plan year | 2025-09-24 | 5980 |
| Other income to plan in this plan year | 2025-09-24 | 283885 |
| Plan net income in this plan year | 2025-09-24 | 272367 |
| Net assets as of the end of the plan year | 2025-09-24 | 2544075 |
| Net assets as of the beginning of the plan year | 2025-09-24 | 2271708 |
| Employer contributions to plan in this plan year | 2025-09-24 | 196680 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-24 | 47415 |
| 2024 : THE CONTRACTORS RETIREMENT PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-08 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-08 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-08 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-08 | 97794 |
| Net assets as of the end of the plan year | 2024-10-08 | 2271708 |
| Total assets as of the beginning of the plan year | 2024-10-08 | 1641875 |
| Value of plan covered by a fidelity bond | 2024-10-08 | 385000 |
| Participant contributions to plan in this plan year | 2024-10-08 | 294602 |
| Value of participant loans at end of plan year | 2024-10-08 | 38197 |
| Other expenses paid from plan in this plan year | 2024-10-08 | 0 |
| Other contributions to plan in this plan year | 2024-10-08 | 0 |
| Other income to plan in this plan year | 2024-10-08 | 290981 |
| Plan net income in this plan year | 2024-10-08 | 629833 |
| Net assets as of the end of the plan year | 2024-10-08 | 2271708 |
| Net assets as of the beginning of the plan year | 2024-10-08 | 1641875 |
| Employer contributions to plan in this plan year | 2024-10-08 | 142044 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-08 | 39471 |
| 2022 : THE CONTRACTORS RETIREMENT PLAN 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-12-31 | $1,050,798 |
| Total of all expenses incurred | 2022-12-31 | $123,497 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $101,376 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,187,155 |
| Value of total assets at end of year | 2022-12-31 | $1,641,875 |
| Value of total assets at beginning of year | 2022-12-31 | $714,574 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $22,121 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $46,380 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $46,380 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $385,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $219,014 |
| Participant contributions at end of year | 2022-12-31 | $25,388 |
| Participant contributions at end of year | 2022-12-31 | $2,172 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $843,679 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $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 | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $927,301 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,641,875 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $714,574 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,506,023 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $704,722 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $93,172 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $9,852 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-182,737 |
| 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 | $124,462 |
| Employer contributions (assets) at end of year | 2022-12-31 | $15,120 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $101,376 |
| Contract administrator fees | 2022-12-31 | $22,121 |
| 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 | BAS PARNTERS DBA A. PORTER, CPA |
| Accountancy firm EIN | 2022-12-31 | 208779390 |
| Total liabilities as of the end of the plan year | 2022-10-12 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-10-12 | 0 |
| Total expenses incurred by plan in this plan year | 2022-10-12 | 53355 |
| Net assets as of the end of the plan year | 2022-10-12 | 714574 |
| Total assets as of the beginning of the plan year | 2022-10-12 | 453363 |
| Value of plan covered by a fidelity bond | 2022-10-12 | 385000 |
| Participant contributions to plan in this plan year | 2022-10-12 | 82359 |
| Other contributions to plan in this plan year | 2022-10-12 | 32134 |
| Other income to plan in this plan year | 2022-10-12 | 70995 |
| Plan net income in this plan year | 2022-10-12 | 261211 |
| Net assets as of the end of the plan year | 2022-10-12 | 714574 |
| Net assets as of the beginning of the plan year | 2022-10-12 | 453363 |
| Employer contributions to plan in this plan year | 2022-10-12 | 129078 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-12 | 19662 |
| Total income from all sources (including contributions) | 2022-01-01 | $1,050,798 |
| Total of all expenses incurred | 2022-01-01 | $123,497 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $101,376 |
| Expenses. Certain deemed distributions of participant loans | 2022-01-01 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $1,187,155 |
| Value of total assets at end of year | 2022-01-01 | $1,641,875 |
| Value of total assets at beginning of year | 2022-01-01 | $714,574 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $22,121 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $46,380 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $46,380 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $385,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $219,014 |
| Participant contributions at end of year | 2022-01-01 | $25,388 |
| Participant contributions at end of year | 2022-01-01 | $2,172 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $843,679 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-01-01 | $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 | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $927,301 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $1,641,875 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $714,574 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $1,506,023 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $704,722 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $93,172 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $9,852 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-01-01 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-182,737 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $124,462 |
| Employer contributions (assets) at end of year | 2022-01-01 | $15,120 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $101,376 |
| Contract administrator fees | 2022-01-01 | $22,121 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | BAS PARNTERS DBA A. PORTER, CPA |
| Accountancy firm EIN | 2022-01-01 | 208779390 |
