M. LUIS CONSTRUCTION COMPANY, INC. 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 |
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2022 : THE CONTRACTORS RETIREMENT PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $28,138 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $367,635 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $315,269 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $22,382 |
Value of total corrective distributions | 2022-12-31 | $29,984 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $484,422 |
Value of total assets at end of year | 2022-12-31 | $2,482,583 |
Value of total assets at beginning of year | 2022-12-31 | $2,822,080 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $5,069 |
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 year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $300,000 |
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 | $318,854 |
Participant contributions at end of year | 2022-12-31 | $122,237 |
Participant contributions at beginning of year | 2022-12-31 | $130,878 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $39,025 |
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 | $-339,497 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,482,583 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,822,080 |
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 |
Interest on participant loans | 2022-12-31 | $5,069 |
Assets. Value of investments in 103.12 investment entities at end of year | 2022-12-31 | $2,360,346 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-12-31 | $2,691,202 |
Net gain/loss from 103.12 investment entities | 2022-12-31 | $-461,353 |
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 | $126,543 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $315,269 |
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 | ERICKSON DEMEL & ASSOCIATES, PLLC |
Accountancy firm EIN | 2022-12-31 | 871577252 |
2021 : THE CONTRACTORS RETIREMENT PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $555,591 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $91,828 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $84,021 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $7,807 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $379,202 |
Value of total assets at end of year | 2021-12-31 | $2,822,080 |
Value of total assets at beginning of year | 2021-12-31 | $2,358,317 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $0 |
Total interest from all sources | 2021-12-31 | $6,053 |
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 year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $273,925 |
Participant contributions at end of year | 2021-12-31 | $130,878 |
Participant contributions at beginning of year | 2021-12-31 | $158,275 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $20,113 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $463,763 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,822,080 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,358,317 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Interest on participant loans | 2021-12-31 | $6,053 |
Assets. Value of investments in 103.12 investment entities at end of year | 2021-12-31 | $2,691,202 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-12-31 | $2,200,042 |
Net gain/loss from 103.12 investment entities | 2021-12-31 | $170,336 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $85,164 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $84,021 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
Accountancy firm name | 2021-12-31 | ERICKSON DEMEL & ASSOCIATES, PLLC |
Accountancy firm EIN | 2021-12-31 | 871577252 |
2020 : THE CONTRACTORS RETIREMENT PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $692,892 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $169,044 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $150,301 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $18,743 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $485,072 |
Value of total assets at end of year | 2020-12-31 | $2,358,317 |
Value of total assets at beginning of year | 2020-12-31 | $1,834,469 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $7,455 |
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 year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $220,173 |
Participant contributions at end of year | 2020-12-31 | $158,275 |
Participant contributions at beginning of year | 2020-12-31 | $155,345 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1,594 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $523,848 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,358,317 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,834,469 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Interest on participant loans | 2020-12-31 | $7,455 |
Assets. Value of investments in 103.12 investment entities at end of year | 2020-12-31 | $2,200,042 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2020-12-31 | $1,679,124 |
Net gain/loss from 103.12 investment entities | 2020-12-31 | $200,365 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $263,305 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $150,301 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | ERICKSON, DEMEL & CO., PLLC |
Accountancy firm EIN | 2020-12-31 | 464064364 |
2019 : THE CONTRACTORS RETIREMENT PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $801,895 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $237,657 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $235,954 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $1,703 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $634,887 |
Value of total assets at end of year | 2019-12-31 | $1,834,469 |
Value of total assets at beginning of year | 2019-12-31 | $1,270,231 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $4,721 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $192,454 |
Participant contributions at end of year | 2019-12-31 | $155,345 |
Participant contributions at beginning of year | 2019-12-31 | $88,717 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $6,121 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $564,238 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,834,469 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,270,231 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Interest on participant loans | 2019-12-31 | $4,721 |
Assets. Value of investments in 103.12 investment entities at end of year | 2019-12-31 | $1,679,124 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-12-31 | $1,181,514 |
Net gain/loss from 103.12 investment entities | 2019-12-31 | $162,287 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $436,312 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $235,954 |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | ERICKSON, DEMEL & CO., PLLC |
Accountancy firm EIN | 2019-12-31 | 464064364 |
2018 : THE CONTRACTORS RETIREMENT PLAN 2018 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : THE CONTRACTORS RETIREMENT PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $648,043 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $97,152 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $62,796 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $13,465 |
Value of total corrective distributions | 2017-12-31 | $20,891 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $601,738 |
Value of total assets at end of year | 2017-12-31 | $964,032 |
Value of total assets at beginning of year | 2017-12-31 | $413,141 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $1,322 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $50,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $92,157 |
Participant contributions at end of year | 2017-12-31 | $59,251 |
Participant contributions at beginning of year | 2017-12-31 | $39,065 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $550,891 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $964,032 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $413,141 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Interest on participant loans | 2017-12-31 | $1,322 |
Assets. Value of investments in 103.12 investment entities at end of year | 2017-12-31 | $904,781 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2017-12-31 | $374,076 |
Net gain/loss from 103.12 investment entities | 2017-12-31 | $44,983 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $509,581 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $62,796 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | ERICKSON, DEMEL & CO., PLLC |
Accountancy firm EIN | 2017-12-31 | 464064364 |