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ROBERT SPIVEY CONSTRUCTION INC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameROBERT SPIVEY CONSTRUCTION INC 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

ROBERT SPIVEY CONSTRUCTION INC 401 K PROFIT SHARING PLAN TRUST 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.
  • 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

ROBERT SPIVEY CONSTRUCTION INC has sponsored the creation of one or more 401k plans.

Company Name:ROBERT SPIVEY CONSTRUCTION INC
Employer identification number (EIN):471338038
NAIC Classification:236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT SPIVEY CONSTRUCTION INC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ROBERT SPIVEY2023-07-06
0012021-01-01ROBERT SPIVEY2022-06-23
0012020-01-01CARLY LABER2021-04-09
0012018-01-01CARLY LABER2019-06-28
0012017-01-01ROBERT SPIVEY2018-09-26
0012016-01-01ROBERT SPIVEY CONSTRUCTION2017-07-19
0012015-01-01SHAUNA RICHARDSON2016-06-22

Plan Statistics for ROBERT SPIVEY CONSTRUCTION INC 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for ROBERT SPIVEY CONSTRUCTION INC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025: ROBERT SPIVEY CONSTRUCTION INC 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year2025-08-053
Total number of particpants at end of year2025-08-052
Number of Participants With Account Balances2025-08-051
2022: ROBERT SPIVEY CONSTRUCTION INC 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total number of particpants at beginning of year2022-06-238
Total number of particpants at end of year2022-06-237
Number of Participants With Account Balances2022-06-231

Financial Data on ROBERT SPIVEY CONSTRUCTION INC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : ROBERT SPIVEY CONSTRUCTION INC 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-050
Total liabilities as of the end of the plan year2025-08-050
Total liabilities as of the beginning of the plan year2025-08-050
Total expenses incurred by plan in this plan year2025-08-050
Net assets as of the end of the plan year2025-08-0542722
Total assets as of the beginning of the plan year2025-08-0531774
Participant contributions to plan in this plan year2025-08-053900
Other expenses paid from plan in this plan year2025-08-050
Other contributions to plan in this plan year2025-08-050
Other income to plan in this plan year2025-08-057048
Plan net income in this plan year2025-08-0510948
Net assets as of the end of the plan year2025-08-0542722
Net assets as of the beginning of the plan year2025-08-0531774
Employer contributions to plan in this plan year2025-08-050
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-050
2022 : ROBERT SPIVEY CONSTRUCTION INC 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-230
Total liabilities as of the end of the plan year2022-06-230
Total liabilities as of the beginning of the plan year2022-06-230
Total expenses incurred by plan in this plan year2022-06-230
Net assets as of the end of the plan year2022-06-2334945
Total assets as of the beginning of the plan year2022-06-2326866
Participant contributions to plan in this plan year2022-06-233120
Other expenses paid from plan in this plan year2022-06-230
Other contributions to plan in this plan year2022-06-230
Other income to plan in this plan year2022-06-234959
Plan net income in this plan year2022-06-238079
Net assets as of the end of the plan year2022-06-2334945
Net assets as of the beginning of the plan year2022-06-2326866
Employer contributions to plan in this plan year2022-06-230
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-230

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