INTERLOCK STEELWORKERS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CONTRACTORS AND EMPLOYEES RETIREMENT PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2025 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN AND TRUST 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-14 | 283748 |
| Net assets as of the end of the plan year | 2025-07-14 | 3864645 |
| Total assets as of the beginning of the plan year | 2025-07-14 | 3214781 |
| Value of plan covered by a fidelity bond | 2025-07-14 | 400000 |
| Other income to plan in this plan year | 2025-07-14 | 223725 |
| Plan net income in this plan year | 2025-07-14 | 649864 |
| Net assets as of the end of the plan year | 2025-07-14 | 3864645 |
| Net assets as of the beginning of the plan year | 2025-07-14 | 3214781 |
| Value of funding deficiency | 2025-07-14 | 0 |
| Value of employer contributions paid | 2025-07-14 | 709887 |
| Employer contributions to plan in this plan year | 2025-07-14 | 709887 |
| 2024 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN AND TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-05-14 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-14 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-14 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-14 | 177248 |
| Net assets as of the end of the plan year | 2024-05-14 | 3214781 |
| Total assets as of the beginning of the plan year | 2024-05-14 | 2527612 |
| Value of plan covered by a fidelity bond | 2024-05-14 | 300000 |
| Participant contributions to plan in this plan year | 2024-05-14 | 0 |
| Other expenses paid from plan in this plan year | 2024-05-14 | 0 |
| Other contributions to plan in this plan year | 2024-05-14 | 0 |
| Other income to plan in this plan year | 2024-05-14 | 280607 |
| Plan net income in this plan year | 2024-05-14 | 687169 |
| Net assets as of the end of the plan year | 2024-05-14 | 3214781 |
| Net assets as of the beginning of the plan year | 2024-05-14 | 2527612 |
| Value of funding deficiency | 2024-05-14 | 0 |
| Value of employer contributions paid | 2024-05-14 | 583810 |
| Employer contributions to plan in this plan year | 2024-05-14 | 583810 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-14 | 0 |
| 2022 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN AND TRUST 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-05-10 | 0 |
| Total liabilities as of the end of the plan year | 2022-05-10 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-05-10 | 0 |
| Total expenses incurred by plan in this plan year | 2022-05-10 | 768150 |
| Net assets as of the end of the plan year | 2022-05-10 | 3532650 |
| Total assets as of the beginning of the plan year | 2022-05-10 | 3744429 |
| Value of plan covered by a fidelity bond | 2022-05-10 | 400000 |
| Participant contributions to plan in this plan year | 2022-05-10 | 0 |
| Other expenses paid from plan in this plan year | 2022-05-10 | 0 |
| Other contributions to plan in this plan year | 2022-05-10 | 0 |
| Other income to plan in this plan year | 2022-05-10 | 242758 |
| Plan net income in this plan year | 2022-05-10 | -211779 |
| Net assets as of the end of the plan year | 2022-05-10 | 3532650 |
| Net assets as of the beginning of the plan year | 2022-05-10 | 3744429 |
| Value of funding deficiency | 2022-05-10 | 0 |
| Value of employer contributions paid | 2022-05-10 | 313613 |
| Employer contributions to plan in this plan year | 2022-05-10 | 313613 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-10 | 0 |
| 2011 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN AND TRUST 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $712,543 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $1,670,234 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,668,234 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $728,052 |
| Value of total assets at end of year | 2011-12-31 | $3,553,222 |
| Value of total assets at beginning of year | 2011-12-31 | $4,510,913 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,000 |
| Total interest from all sources | 2011-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Administrative expenses professional fees incurred | 2011-12-31 | $2,000 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $728,052 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $728,052 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $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 | 2011-12-31 | No |
| Income. Non cash contributions | 2011-12-31 | $0 |
| Value of net income/loss | 2011-12-31 | $-957,691 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,553,222 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,510,913 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Assets. Value of investments in 103.12 investment entities at end of year | 2011-12-31 | $3,553,222 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2011-12-31 | $4,510,913 |
| Net gain/loss from 103.12 investment entities | 2011-12-31 | $-15,509 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $728,052 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,668,234 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | ERICKSON DEMEL & CO., P.C. |
| Accountancy firm EIN | 2011-12-31 | 742332708 |
| 2010 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN AND TRUST 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total income from all sources (including contributions) | 2010-12-31 | $1,650,765 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $326,736 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $324,936 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,283,230 |
| Value of total assets at end of year | 2010-12-31 | $4,510,913 |
| Value of total assets at beginning of year | 2010-12-31 | $3,186,884 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,800 |
| Total interest from all sources | 2010-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Administrative expenses professional fees incurred | 2010-12-31 | $1,800 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $400,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $1,283,230 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $1,283,230 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $1,324,029 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $4,510,913 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,186,884 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Assets. Value of investments in 103.12 investment entities at end of year | 2010-12-31 | $4,510,913 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2010-12-31 | $3,186,884 |
| Net gain/loss from 103.12 investment entities | 2010-12-31 | $367,535 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $1,283,230 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $324,936 |
| Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | ERICKSON DEMEL & CO., P.C. |
| Accountancy firm EIN | 2010-12-31 | 742332708 |
| 2009 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN AND TRUST 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $728,283 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $728,283 |
