FELTON PEARSON COMPANY 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 expenses incurred by plan in this plan year | 2025-08-12 | 303 |
| Net assets as of the end of the plan year | 2025-08-12 | 40010 |
| Total assets as of the beginning of the plan year | 2025-08-12 | 38936 |
| Value of plan covered by a fidelity bond | 2025-08-12 | 10000 |
| Other income to plan in this plan year | 2025-08-12 | 1377 |
| Plan net income in this plan year | 2025-08-12 | 1074 |
| Net assets as of the end of the plan year | 2025-08-12 | 40010 |
| Net assets as of the beginning of the plan year | 2025-08-12 | 38936 |
| 2024 : THE CONTRACTORS RETIREMENT PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-09 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-09 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-09 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-09 | 233 |
| Net assets as of the end of the plan year | 2024-07-09 | 38936 |
| Total assets as of the beginning of the plan year | 2024-07-09 | 36518 |
| Value of plan covered by a fidelity bond | 2024-07-09 | 10000 |
| Participant contributions to plan in this plan year | 2024-07-09 | 0 |
| Other expenses paid from plan in this plan year | 2024-07-09 | 0 |
| Other contributions to plan in this plan year | 2024-07-09 | 0 |
| Other income to plan in this plan year | 2024-07-09 | 2651 |
| Plan net income in this plan year | 2024-07-09 | 2418 |
| Net assets as of the end of the plan year | 2024-07-09 | 38936 |
| Net assets as of the beginning of the plan year | 2024-07-09 | 36518 |
| Employer contributions to plan in this plan year | 2024-07-09 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-09 | 0 |
| 2019 : THE CONTRACTORS RETIREMENT PLAN 2019 401k financial data |
|---|
| 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 | $26,267 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $58,750 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $58,750 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $14,732 |
| Value of total assets at end of year | 2019-12-31 | $204,594 |
| Value of total assets at beginning of year | 2019-12-31 | $237,077 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
| Total interest from all sources | 2019-12-31 | $0 |
| 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 | $30,000 |
| 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 |
| 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 | $-32,483 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $204,594 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $237,077 |
| 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 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2019-12-31 | $204,594 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-12-31 | $237,077 |
| Net gain/loss from 103.12 investment entities | 2019-12-31 | $11,535 |
| 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 | $14,732 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $58,750 |
| 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 |
| 2018 : THE CONTRACTORS RETIREMENT PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $-6,073 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $41,136 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $41,136 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $17,597 |
| Value of total assets at end of year | 2018-12-31 | $237,077 |
| Value of total assets at beginning of year | 2018-12-31 | $284,286 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
| Total interest from all sources | 2018-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $30,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | 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 | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-47,209 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $237,077 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $284,286 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Assets. Value of investments in 103.12 investment entities at end of year | 2018-12-31 | $237,077 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2018-12-31 | $284,286 |
| Net gain/loss from 103.12 investment entities | 2018-12-31 | $-23,670 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $17,597 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $41,136 |
| Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | ERICKSON, DEMEL & CO., PLLC |
| Accountancy firm EIN | 2018-12-31 | 464064364 |
| 2017 : THE CONTRACTORS RETIREMENT PLAN 2017 401k financial data |
|---|
| 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 | $92,340 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $68,861 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $68,861 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $87,024 |
| Value of total assets at end of year | 2017-12-31 | $284,286 |
| Value of total assets at beginning of year | 2017-12-31 | $260,807 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
| Total interest from all sources | 2017-12-31 | $0 |
| 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 | $30,000 |
| 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 |
| 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 | $23,479 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $284,286 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $260,807 |
| 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 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2017-12-31 | $284,286 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2017-12-31 | $260,807 |
| Net gain/loss from 103.12 investment entities | 2017-12-31 | $5,316 |
| 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 | $87,024 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $68,861 |
| 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 |
