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Plan Name | THE CONTRACTORS RETIREMENT PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | METROPOLITAN SECURITY SERVICES, INC |
Employer identification number (EIN): | 621448519 |
NAIC Classification: | 561600 |
Additional information about METROPOLITAN SECURITY SERVICES, INC
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2000-01-04 |
Company Identification Number: | 0013014606 |
Legal Registered Office Address: |
100 E 10TH ST STE 400 CHATTANOOGA United States of America (USA) 37402 |
More information about METROPOLITAN SECURITY SERVICES, INC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2022-01-01 | ||||
003 | 2021-01-01 | ||||
003 | 2020-01-01 | ||||
003 | 2020-01-01 | ||||
003 | 2019-01-01 | ||||
003 | 2018-01-01 | ||||
003 | 2017-01-01 | MICK SHARP | MICK SHARP | 2018-10-14 | |
003 | 2016-01-01 | MICK SHARP | MICK SHARP | 2017-10-02 | |
003 | 2015-01-01 | MICK SHARP | MICK SHARP | 2016-10-16 | |
003 | 2014-01-01 | MICK SHARP | |||
003 | 2013-01-01 | MICK SHARP | |||
003 | 2012-01-01 | MICK SHARP | |||
003 | 2011-07-01 | MICK SHARP |
Measure | Date | Value |
---|---|---|
2022: THE CONTRACTORS RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 5,785 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 7,269 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 499 |
Total of all active and inactive participants | 2022-01-01 | 7,768 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 7,768 |
Number of participants with account balances | 2022-01-01 | 3,980 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: THE CONTRACTORS RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 5,755 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 5,504 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 281 |
Total of all active and inactive participants | 2021-01-01 | 5,785 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 5,785 |
Number of participants with account balances | 2021-01-01 | 3,511 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: THE CONTRACTORS RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 5,912 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 3,236 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 255 |
Total of all active and inactive participants | 2020-01-01 | 3,491 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 3,491 |
Number of participants with account balances | 2020-01-01 | 3,488 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: THE CONTRACTORS RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 4,900 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 5,725 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 187 |
Total of all active and inactive participants | 2019-01-01 | 5,912 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 5,912 |
Number of participants with account balances | 2019-01-01 | 3,112 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: THE CONTRACTORS RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 2,310 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1,914 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 222 |
Total of all active and inactive participants | 2018-01-01 | 2,136 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 2,136 |
Number of participants with account balances | 2018-01-01 | 2,135 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: THE CONTRACTORS RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 2,287 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2,074 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 236 |
Total of all active and inactive participants | 2017-01-01 | 2,310 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 2,310 |
Number of participants with account balances | 2017-01-01 | 2,310 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: THE CONTRACTORS RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 1,255 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2,142 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 145 |
Total of all active and inactive participants | 2016-01-01 | 2,287 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 2,287 |
Number of participants with account balances | 2016-01-01 | 2,287 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: THE CONTRACTORS RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 804 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1,117 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 138 |
Total of all active and inactive participants | 2015-01-01 | 1,255 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 1,255 |
Number of participants with account balances | 2015-01-01 | 1,255 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: THE CONTRACTORS RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 836 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 669 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 135 |
Total of all active and inactive participants | 2014-01-01 | 804 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 804 |
Number of participants with account balances | 2014-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: THE CONTRACTORS RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 953 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 885 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 101 |
Total of all active and inactive participants | 2013-01-01 | 986 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 986 |
Number of participants with account balances | 2013-01-01 | 836 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: THE CONTRACTORS RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 295 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 742 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 61 |
Total of all active and inactive participants | 2012-01-01 | 803 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 803 |
Number of participants with account balances | 2012-01-01 | 803 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: THE CONTRACTORS RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-07-01 | 226 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 157 |
Number of retired or separated participants receiving benefits | 2011-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 138 |
Total of all active and inactive participants | 2011-07-01 | 295 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 0 |
Total participants | 2011-07-01 | 295 |
Number of participants with account balances | 2011-07-01 | 295 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : THE CONTRACTORS RETIREMENT PLAN 2022 401k financial data | ||
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 | $16,787,921 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $22,980,031 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $22,810,401 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $148,482 |
Value of total corrective distributions | 2022-12-31 | $7,148 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $34,338,622 |
Value of total assets at end of year | 2022-12-31 | $105,024,685 |
Value of total assets at beginning of year | 2022-12-31 | $111,216,795 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $14,000 |
Total interest from all sources | 2022-12-31 | $76,883 |
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 |
Administrative expenses professional fees incurred | 2022-12-31 | $14,000 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
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 | $6,903,360 |
Participant contributions at end of year | 2022-12-31 | $2,221,761 |
Participant contributions at beginning of year | 2022-12-31 | $2,189,497 |
Participant contributions at end of year | 2022-12-31 | $5,932 |
Participant contributions at beginning of year | 2022-12-31 | $500 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $3,697,707 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $3,309 |
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 | $-6,192,110 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $105,024,685 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $111,216,795 |
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 | $76,883 |
Assets. Value of investments in 103.12 investment entities at end of year | 2022-12-31 | $98,784,029 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-12-31 | $105,848,136 |
Net gain/loss from 103.12 investment entities | 2022-12-31 | $-17,627,584 |
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 | $23,737,555 |
Employer contributions (assets) at end of year | 2022-12-31 | $4,009,654 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $3,178,662 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $22,810,401 |
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 | ||
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 | $36,579,987 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $14,181,998 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $14,016,839 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $152,159 |
Value of total corrective distributions | 2021-12-31 | $1,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $26,475,947 |
Value of total assets at end of year | 2021-12-31 | $111,216,795 |
Value of total assets at beginning of year | 2021-12-31 | $88,818,806 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $12,000 |
Total interest from all sources | 2021-12-31 | $84,455 |
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 |
Administrative expenses professional fees incurred | 2021-12-31 | $12,000 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
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 | $5,091,932 |
Participant contributions at end of year | 2021-12-31 | $2,189,497 |
Participant contributions at beginning of year | 2021-12-31 | $2,098,672 |
Participant contributions at end of year | 2021-12-31 | $500 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $342,935 |
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 | $22,397,989 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $111,216,795 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $88,818,806 |
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 | $84,455 |
Assets. Value of investments in 103.12 investment entities at end of year | 2021-12-31 | $105,848,136 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-12-31 | $83,597,787 |
Net gain/loss from 103.12 investment entities | 2021-12-31 | $10,019,585 |
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 | $21,041,080 |
Employer contributions (assets) at end of year | 2021-12-31 | $3,178,662 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $3,122,347 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $14,016,839 |
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 | Unqualified |
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 | ||
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 | $35,942,732 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $11,507,442 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $11,429,129 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $63,757 |
Value of total corrective distributions | 2020-12-31 | $2,556 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $26,629,105 |
Value of total assets at end of year | 2020-12-31 | $88,818,806 |
Value of total assets at beginning of year | 2020-12-31 | $64,383,516 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $12,000 |
Total interest from all sources | 2020-12-31 | $81,145 |
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 |
Administrative expenses professional fees incurred | 2020-12-31 | $12,000 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
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 | $3,780,560 |
Participant contributions at end of year | 2020-12-31 | $2,098,672 |
Participant contributions at beginning of year | 2020-12-31 | $1,581,264 |
Participant contributions at beginning of year | 2020-12-31 | $135,928 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $2,913,857 |
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 | $24,435,290 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $88,818,806 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $64,383,516 |
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 | $81,145 |
Assets. Value of investments in 103.12 investment entities at end of year | 2020-12-31 | $83,597,787 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2020-12-31 | $58,532,592 |
Net gain/loss from 103.12 investment entities | 2020-12-31 | $9,232,482 |
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 | $19,934,688 |
Employer contributions (assets) at end of year | 2020-12-31 | $3,122,347 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $4,133,732 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $11,429,129 |
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 | 336134835 |
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 | $28,306,885 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $9,230,935 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $9,165,487 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $52,880 |
Value of total corrective distributions | 2019-12-31 | $2,568 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $19,963,357 |
Value of total assets at end of year | 2019-12-31 | $64,383,516 |
Value of total assets at beginning of year | 2019-12-31 | $45,307,566 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $10,000 |
Total interest from all sources | 2019-12-31 | $54,960 |
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 |
Administrative expenses professional fees incurred | 2019-12-31 | $10,000 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
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 | $2,728,134 |
Participant contributions at end of year | 2019-12-31 | $1,581,264 |
Participant contributions at beginning of year | 2019-12-31 | $945,075 |
Participant contributions at end of year | 2019-12-31 | $135,928 |
Participant contributions at beginning of year | 2019-12-31 | $69,693 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,194,886 |
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 | $19,075,950 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $64,383,516 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $45,307,566 |
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 | $54,960 |
Assets. Value of investments in 103.12 investment entities at end of year | 2019-12-31 | $58,532,592 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-12-31 | $41,871,185 |
Net gain/loss from 103.12 investment entities | 2019-12-31 | $8,288,568 |
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 | $16,040,337 |
Employer contributions (assets) at end of year | 2019-12-31 | $4,133,732 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $2,421,613 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $9,165,487 |
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 | ||
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 | $11,587,184 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $16,446,653 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $16,403,666 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $32,987 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $14,399,930 |
Value of total assets at end of year | 2018-12-31 | $45,307,566 |
Value of total assets at beginning of year | 2018-12-31 | $50,167,035 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $10,000 |
Total interest from all sources | 2018-12-31 | $30,845 |
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 |
Administrative expenses professional fees incurred | 2018-12-31 | $10,000 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
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 |
Contributions received from participants | 2018-12-31 | $1,807,964 |
Participant contributions at end of year | 2018-12-31 | $945,075 |
Participant contributions at beginning of year | 2018-12-31 | $807,565 |
Participant contributions at end of year | 2018-12-31 | $69,693 |
Participant contributions at beginning of year | 2018-12-31 | $53,454 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $210,515 |
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 | $-4,859,469 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $45,307,566 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $50,167,035 |
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 |
Interest on participant loans | 2018-12-31 | $30,845 |
Assets. Value of investments in 103.12 investment entities at end of year | 2018-12-31 | $41,871,185 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2018-12-31 | $46,391,854 |
Net gain/loss from 103.12 investment entities | 2018-12-31 | $-2,843,591 |
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 | $12,381,451 |
Employer contributions (assets) at end of year | 2018-12-31 | $2,421,613 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $2,914,162 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $16,403,666 |
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 | $23,923,902 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $7,463,334 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $7,408,219 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $45,948 |
Value of total corrective distributions | 2017-12-31 | $4,770 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $18,961,097 |
Value of total assets at end of year | 2017-12-31 | $50,167,035 |
Value of total assets at beginning of year | 2017-12-31 | $33,706,467 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $4,397 |
Total interest from all sources | 2017-12-31 | $20,203 |
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 |
Administrative expenses professional fees incurred | 2017-12-31 | $4,397 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
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 | $2,180,478 |
Participant contributions at end of year | 2017-12-31 | $807,565 |
Participant contributions at beginning of year | 2017-12-31 | $438,251 |
Participant contributions at end of year | 2017-12-31 | $53,454 |
Participant contributions at beginning of year | 2017-12-31 | $42,434 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $182,139 |
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 | $16,460,568 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $50,167,035 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $33,706,467 |
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 | $20,203 |
Assets. Value of investments in 103.12 investment entities at end of year | 2017-12-31 | $46,391,854 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2017-12-31 | $30,216,747 |
Net gain/loss from 103.12 investment entities | 2017-12-31 | $4,942,602 |
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 | $16,598,480 |
Employer contributions (assets) at end of year | 2017-12-31 | $2,914,162 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $3,009,035 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $7,408,219 |
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 |
2016 : THE CONTRACTORS RETIREMENT PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $19,958,331 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $5,405,470 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $5,387,905 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $5,439 |
Value of total corrective distributions | 2016-12-31 | $2,126 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $19,000,863 |
Value of total assets at end of year | 2016-12-31 | $33,706,467 |
Value of total assets at beginning of year | 2016-12-31 | $19,153,606 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $10,000 |
Total interest from all sources | 2016-12-31 | $8,645 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $10,000 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,805,447 |
Participant contributions at end of year | 2016-12-31 | $438,251 |
Participant contributions at beginning of year | 2016-12-31 | $125,912 |
Participant contributions at end of year | 2016-12-31 | $42,434 |
Participant contributions at beginning of year | 2016-12-31 | $14,123 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $981,063 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $14,552,861 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $33,706,467 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $19,153,606 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Interest on participant loans | 2016-12-31 | $8,645 |
Assets. Value of investments in 103.12 investment entities at end of year | 2016-12-31 | $30,216,747 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2016-12-31 | $17,632,853 |
Net gain/loss from 103.12 investment entities | 2016-12-31 | $948,823 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $16,214,353 |
Employer contributions (assets) at end of year | 2016-12-31 | $3,009,035 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $1,380,718 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $5,387,905 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | ERICKSON, DEMEL & CO., PLLC |
Accountancy firm EIN | 2016-12-31 | 464064364 |
2015 : THE CONTRACTORS RETIREMENT PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $10,062,485 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $3,424,917 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $3,414,819 |
Value of total corrective distributions | 2015-12-31 | $98 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $10,782,602 |
Value of total assets at end of year | 2015-12-31 | $19,153,606 |
Value of total assets at beginning of year | 2015-12-31 | $12,516,038 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $10,000 |
Total interest from all sources | 2015-12-31 | $754 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $10,000 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,080,379 |
Participant contributions at end of year | 2015-12-31 | $125,912 |
Participant contributions at end of year | 2015-12-31 | $14,123 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $1,122,938 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $6,637,568 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $19,153,606 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $12,516,038 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Interest on participant loans | 2015-12-31 | $754 |
Assets. Value of investments in 103.12 investment entities at end of year | 2015-12-31 | $17,632,853 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2015-12-31 | $12,146,227 |
Net gain/loss from 103.12 investment entities | 2015-12-31 | $-720,871 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $8,579,285 |
Employer contributions (assets) at end of year | 2015-12-31 | $1,380,718 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $369,811 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $3,414,819 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | ERICKSON, DEMEL & CO., PLLC |
Accountancy firm EIN | 2015-12-31 | 464064364 |
2014 : THE CONTRACTORS RETIREMENT PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $5,649,703 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $3,017,212 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $3,015,112 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $5,312,969 |
Value of total assets at end of year | 2014-12-31 | $12,516,038 |
Value of total assets at beginning of year | 2014-12-31 | $9,883,547 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,100 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $2,100 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $712,523 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $9,807 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $2,632,491 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $12,516,038 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $9,883,547 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Assets. Value of investments in 103.12 investment entities at end of year | 2014-12-31 | $12,146,227 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2014-12-31 | $9,544,779 |
Net gain/loss from 103.12 investment entities | 2014-12-31 | $336,734 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $4,590,639 |
Employer contributions (assets) at end of year | 2014-12-31 | $369,811 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $338,768 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $3,015,112 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | ERICKSON, DEMEL & CO., PLLC |
Accountancy firm EIN | 2014-12-31 | 464064364 |
2013 : THE CONTRACTORS RETIREMENT PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $5,750,308 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,747,109 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,747,109 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $4,956,109 |
Value of total assets at end of year | 2013-12-31 | $9,883,547 |
Value of total assets at beginning of year | 2013-12-31 | $5,880,348 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $598,485 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $9,279 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $4,003,199 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $9,883,547 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,880,348 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Assets. Value of investments in 103.12 investment entities at end of year | 2013-12-31 | $9,544,779 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2013-12-31 | $5,043,841 |
Net gain/loss from 103.12 investment entities | 2013-12-31 | $794,199 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $4,348,345 |
Employer contributions (assets) at end of year | 2013-12-31 | $338,768 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $836,507 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,747,109 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | ERICKSON, DEMEL & CO., PLLC |
Accountancy firm EIN | 2013-12-31 | 464064364 |
2012 : THE CONTRACTORS RETIREMENT PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $5,843,347 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,052,223 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,052,223 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $5,625,505 |
Value of total assets at end of year | 2012-12-31 | $5,880,348 |
Value of total assets at beginning of year | 2012-12-31 | $1,089,224 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $432,711 |
Participant contributions at beginning of year | 2012-12-31 | $11,588 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $1,354,745 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $4,791,124 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $5,880,348 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,089,224 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Assets. Value of investments in 103.12 investment entities at end of year | 2012-12-31 | $5,043,841 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2012-12-31 | $1,058,212 |
Net gain/loss from 103.12 investment entities | 2012-12-31 | $217,842 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $3,838,049 |
Employer contributions (assets) at end of year | 2012-12-31 | $836,507 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $19,424 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,052,223 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | ERICKSON DEMEL & CO., P.C. |
Accountancy firm EIN | 2012-12-31 | 742332708 |
2011 : THE CONTRACTORS RETIREMENT PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $1,055,571 |
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 | $125,451 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $103,387 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $103,387 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $145,662 |
Value of total assets at end of year | 2011-12-31 | $1,077,635 |
Value of total assets at beginning of year | 2011-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
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 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $10,000 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $27,534 |
Participant contributions at end of year | 2011-12-31 | $11,588 |
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 | $22,064 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,077,635 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $0 |
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 | $1,077,635 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2011-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2011-12-31 | $-20,211 |
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 | $118,128 |
Employer contributions (assets) at end of year | 2011-12-31 | $19,424 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $103,387 |
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 | HENDERSON, HUTCHERSON & MCCULLOUGH |
Accountancy firm EIN | 2011-12-31 | 621114363 |
2022: THE CONTRACTORS RETIREMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | Yes |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: THE CONTRACTORS RETIREMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | Yes |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: THE CONTRACTORS RETIREMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | Yes |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: THE CONTRACTORS RETIREMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: THE CONTRACTORS RETIREMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: THE CONTRACTORS RETIREMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: THE CONTRACTORS RETIREMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: THE CONTRACTORS RETIREMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: THE CONTRACTORS RETIREMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: THE CONTRACTORS RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: THE CONTRACTORS RETIREMENT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: THE CONTRACTORS RETIREMENT PLAN 2011 form 5500 responses | ||
2011-07-01 | Type of plan entity | Single employer plan |
2011-07-01 | First time form 5500 has been submitted | Yes |
2011-07-01 | Submission has been amended | Yes |
2011-07-01 | This submission is the final filing | No |
2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2011-07-01 | Plan is a collectively bargained plan | No |
2011-07-01 | Plan funding arrangement – Trust | Yes |
2011-07-01 | Plan benefit arrangement - Trust | Yes |