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ASSOCIATED GENERAL CONTRACTORS OF MISSISSIPPI 401k Plan overview

Plan NameASSOCIATED GENERAL CONTRACTORS OF MISSISSIPPI
Plan identification number 002

ASSOCIATED GENERAL CONTRACTORS OF MISSISSIPPI Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ASSOCIATED GENERAL CONTRACTORS OF MISSISSIPPI has sponsored the creation of one or more 401k plans.

Company Name:ASSOCIATED GENERAL CONTRACTORS OF MISSISSIPPI
Employer identification number (EIN):640324725
NAIC Classification:238290
NAIC Description:Other Building Equipment Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATED GENERAL CONTRACTORS OF MISSISSIPPI

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DONAL K FORD
0022016-01-01DONAL K FORD
0022015-01-01DONAL K FORD2016-10-15

Plan Statistics for ASSOCIATED GENERAL CONTRACTORS OF MISSISSIPPI

401k plan membership statisitcs for ASSOCIATED GENERAL CONTRACTORS OF MISSISSIPPI

Measure Date Value
2022: ASSOCIATED GENERAL CONTRACTORS OF MISSISSIPPI 2022 401k membership
Total participants, beginning-of-year2022-01-011,341
Total number of active participants reported on line 7a of the Form 55002022-01-011,098
Number of retired or separated participants receiving benefits2022-01-0115
Number of other retired or separated participants entitled to future benefits2022-01-01246
Total of all active and inactive participants2022-01-011,359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,359
Number of participants with account balances2022-01-01972
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0142
2021: ASSOCIATED GENERAL CONTRACTORS OF MISSISSIPPI 2021 401k membership
Total participants, beginning-of-year2021-01-011,060
Total number of active participants reported on line 7a of the Form 55002021-01-01975
Number of retired or separated participants receiving benefits2021-01-0110
Number of other retired or separated participants entitled to future benefits2021-01-01208
Total of all active and inactive participants2021-01-011,193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,193
Number of participants with account balances2021-01-01837
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0158
2020: ASSOCIATED GENERAL CONTRACTORS OF MISSISSIPPI 2020 401k membership
Total participants, beginning-of-year2020-01-01729
Total number of active participants reported on line 7a of the Form 55002020-01-01641
Number of retired or separated participants receiving benefits2020-01-0112
Number of other retired or separated participants entitled to future benefits2020-01-01101
Total of all active and inactive participants2020-01-01754
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01754
Number of participants with account balances2020-01-01416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0127
2019: ASSOCIATED GENERAL CONTRACTORS OF MISSISSIPPI 2019 401k membership
Total participants, beginning-of-year2019-01-01802
Total number of active participants reported on line 7a of the Form 55002019-01-01587
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0194
Total of all active and inactive participants2019-01-01681
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01681
Number of participants with account balances2019-01-01409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0119
2018: ASSOCIATED GENERAL CONTRACTORS OF MISSISSIPPI 2018 401k membership
Total participants, beginning-of-year2018-01-01697
Total number of active participants reported on line 7a of the Form 55002018-01-01555
Number of retired or separated participants receiving benefits2018-01-018
Number of other retired or separated participants entitled to future benefits2018-01-0194
Total of all active and inactive participants2018-01-01657
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01657
Number of participants with account balances2018-01-01415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0125
2017: ASSOCIATED GENERAL CONTRACTORS OF MISSISSIPPI 2017 401k membership
Total participants, beginning-of-year2017-01-01583
Total number of active participants reported on line 7a of the Form 55002017-01-01676
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-0197
Total of all active and inactive participants2017-01-01779
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01779
Number of participants with account balances2017-01-01510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0128
2016: ASSOCIATED GENERAL CONTRACTORS OF MISSISSIPPI 2016 401k membership
Total participants, beginning-of-year2016-01-01173
Total number of active participants reported on line 7a of the Form 55002016-01-01392
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0140
Total of all active and inactive participants2016-01-01432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01432
Number of participants with account balances2016-01-01351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016

Financial Data on ASSOCIATED GENERAL CONTRACTORS OF MISSISSIPPI

Measure Date Value
2022 : ASSOCIATED GENERAL CONTRACTORS OF MISSISSIPPI 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$12,952
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$62,673
Total income from all sources (including contributions)2022-12-31$244,228
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,434,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,277,357
Expenses. Certain deemed distributions of participant loans2022-12-31$38,262
Value of total corrective distributions2022-12-31$9,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,036,907
Value of total assets at end of year2022-12-31$30,987,064
Value of total assets at beginning of year2022-12-31$33,227,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$109,479
Total interest from all sources2022-12-31$17,875
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 year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$4,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,269,323
Participant contributions at end of year2022-12-31$438,146
Participant contributions at beginning of year2022-12-31$362,349
Participant contributions at end of year2022-12-31$64,177
Participant contributions at beginning of year2022-12-31$120,175
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$55,073
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$39,927
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$8,257
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$3,598
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$12,952
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$62,673
Other income not declared elsewhere2022-12-31$29,996
Administrative expenses (other) incurred2022-12-31$29,742
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,190,609
Value of net assets at end of year (total assets less liabilities)2022-12-31$30,974,112
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$33,164,721
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$28,183,298
Value of interest in pooled separate accounts at beginning of year2022-12-31$30,742,582
Interest on participant loans2022-12-31$17,875
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,687,815
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,540,619
Net investment gain/loss from pooled separate accounts2022-12-31$-4,840,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,712,511
Employer contributions (assets) at end of year2022-12-31$605,371
Employer contributions (assets) at beginning of year2022-12-31$458,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,237,430
Contract administrator fees2022-12-31$75,737
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31TEMPLETON & COMPANY
Accountancy firm EIN2022-12-31141918990
2021 : ASSOCIATED GENERAL CONTRACTORS OF MISSISSIPPI 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$8,653,530
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$62,673
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$36,163
Total income from all sources (including contributions)2021-12-31$7,380,930
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,926,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,763,606
Expenses. Certain deemed distributions of participant loans2021-12-31$4,002
Value of total corrective distributions2021-12-31$62,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,140,444
Value of total assets at end of year2021-12-31$33,227,394
Value of total assets at beginning of year2021-12-31$19,092,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$95,834
Total interest from all sources2021-12-31$13,437
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 year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$12,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,708,184
Participant contributions at end of year2021-12-31$362,349
Participant contributions at beginning of year2021-12-31$171,591
Participant contributions at end of year2021-12-31$120,175
Participant contributions at beginning of year2021-12-31$39,055
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$138,427
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$13,262
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$3,598
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$101
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$62,673
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$36,163
Other income not declared elsewhere2021-12-31$122,265
Administrative expenses (other) incurred2021-12-31$25,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,454,815
Value of net assets at end of year (total assets less liabilities)2021-12-31$33,164,721
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,056,376
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$30,742,582
Value of interest in pooled separate accounts at beginning of year2021-12-31$17,682,401
Interest on participant loans2021-12-31$13,437
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,540,619
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,185,220
Net investment gain or loss from common/collective trusts2021-12-31$3,104,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,293,833
Employer contributions (assets) at end of year2021-12-31$458,071
Employer contributions (assets) at beginning of year2021-12-31$14,171
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,750,344
Contract administrator fees2021-12-31$58,392
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31TEMPLETON & COMPANY
Accountancy firm EIN2021-12-31141918990
2020 : ASSOCIATED GENERAL CONTRACTORS OF MISSISSIPPI 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$758,696
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$36,163
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$62,297
Total income from all sources (including contributions)2020-12-31$4,281,980
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$958,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$822,188
Expenses. Certain deemed distributions of participant loans2020-12-31$35,783
Value of total corrective distributions2020-12-31$35,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,156,886
Value of total assets at end of year2020-12-31$19,092,539
Value of total assets at beginning of year2020-12-31$16,553,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$64,798
Total interest from all sources2020-12-31$10,171
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 year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$4,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,573,187
Participant contributions at end of year2020-12-31$171,591
Participant contributions at beginning of year2020-12-31$191,583
Participant contributions at end of year2020-12-31$39,055
Participant contributions at beginning of year2020-12-31$91,389
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$33,656
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$21,448
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$101
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,220
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$36,163
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$62,297
Other income not declared elsewhere2020-12-31$1,052
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,323,770
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,056,376
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,491,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$16,801
Value of interest in pooled separate accounts at end of year2020-12-31$17,682,401
Value of interest in pooled separate accounts at beginning of year2020-12-31$15,442,927
Interest on participant loans2020-12-31$10,171
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,185,220
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$761,669
Net investment gain/loss from pooled separate accounts2020-12-31$2,113,871
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$550,043
Employer contributions (assets) at end of year2020-12-31$14,171
Employer contributions (assets) at beginning of year2020-12-31$64,811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$800,740
Contract administrator fees2020-12-31$43,997
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31TEMPLETON & COMPANY
Accountancy firm EIN2020-12-31141918990
2019 : ASSOCIATED GENERAL CONTRACTORS OF MISSISSIPPI 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$88,235
Total transfer of assets to this plan2019-12-31$88,235
Total transfer of assets from this plan2019-12-31$2,761,875
Total transfer of assets from this plan2019-12-31$2,761,875
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$62,297
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$62,297
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$29,675
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$29,675
Total income from all sources (including contributions)2019-12-31$5,466,573
Total income from all sources (including contributions)2019-12-31$5,466,573
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,039,683
Total of all expenses incurred2019-12-31$3,039,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,809,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,809,743
Expenses. Certain deemed distributions of participant loans2019-12-31$72,060
Expenses. Certain deemed distributions of participant loans2019-12-31$72,060
Value of total corrective distributions2019-12-31$62,297
Value of total corrective distributions2019-12-31$62,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,278,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,278,752
Value of total assets at end of year2019-12-31$16,553,599
Value of total assets at end of year2019-12-31$16,553,599
Value of total assets at beginning of year2019-12-31$16,767,727
Value of total assets at beginning of year2019-12-31$16,767,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$95,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$95,583
Total interest from all sources2019-12-31$12,265
Total interest from all sources2019-12-31$12,265
Total dividends received (eg from common stock, registered investment company shares)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 year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$15,020
Administrative expenses professional fees incurred2019-12-31$15,020
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,492,821
Contributions received from participants2019-12-31$1,492,821
Participant contributions at end of year2019-12-31$191,583
Participant contributions at end of year2019-12-31$191,583
Participant contributions at beginning of year2019-12-31$262,435
Participant contributions at beginning of year2019-12-31$262,435
Participant contributions at end of year2019-12-31$91,389
Participant contributions at end of year2019-12-31$91,389
Participant contributions at beginning of year2019-12-31$36,957
Participant contributions at beginning of year2019-12-31$36,957
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$245,751
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$245,751
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$305,556
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$305,556
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,220
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,220
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$6,242
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$6,242
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$62,297
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$62,297
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$29,675
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$29,675
Other income not declared elsewhere2019-12-31$304,258
Other income not declared elsewhere2019-12-31$304,258
Administrative expenses (other) incurred2019-12-31$17,137
Administrative expenses (other) incurred2019-12-31$17,137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,426,890
Value of net income/loss2019-12-31$2,426,890
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,491,302
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,491,302
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,738,052
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,738,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$15,442,927
Value of interest in pooled separate accounts at end of year2019-12-31$15,442,927
Value of interest in pooled separate accounts at beginning of year2019-12-31$14,794,432
Value of interest in pooled separate accounts at beginning of year2019-12-31$14,794,432
Interest on participant loans2019-12-31$12,265
Interest on participant loans2019-12-31$12,265
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$761,669
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$761,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,641,984
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,641,984
Net investment gain/loss from pooled separate accounts2019-12-31$2,871,298
Net investment gain/loss from pooled separate accounts2019-12-31$2,871,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$540,180
Contributions received in cash from employer2019-12-31$540,180
Employer contributions (assets) at end of year2019-12-31$64,811
Employer contributions (assets) at end of year2019-12-31$64,811
Employer contributions (assets) at beginning of year2019-12-31$25,677
Employer contributions (assets) at beginning of year2019-12-31$25,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,504,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,504,187
Contract administrator fees2019-12-31$63,426
Contract administrator fees2019-12-31$63,426
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31TEMPLETON & COMPANY
Accountancy firm name2019-12-31TEMPLETON & COMPANY
Accountancy firm EIN2019-12-31141918990
Accountancy firm EIN2019-12-31141918990
2018 : ASSOCIATED GENERAL CONTRACTORS OF MISSISSIPPI 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$29,675
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$35,134
Total income from all sources (including contributions)2018-12-31$1,380,801
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,073,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$960,190
Expenses. Certain deemed distributions of participant loans2018-12-31$5,934
Value of total corrective distributions2018-12-31$28,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,297,927
Value of total assets at end of year2018-12-31$16,767,727
Value of total assets at beginning of year2018-12-31$16,465,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$78,575
Total interest from all sources2018-12-31$11,391
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 year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$3,150
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,598,667
Participant contributions at end of year2018-12-31$262,435
Participant contributions at beginning of year2018-12-31$207,353
Participant contributions at end of year2018-12-31$36,957
Participant contributions at beginning of year2018-12-31$38,310
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$163,902
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$178,666
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$6,242
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$29,675
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$35,134
Other income not declared elsewhere2018-12-31$163,895
Administrative expenses (other) incurred2018-12-31$16,709
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$307,649
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,738,052
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,430,403
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$14,794,432
Value of interest in pooled separate accounts at beginning of year2018-12-31$15,635,116
Interest on participant loans2018-12-31$11,391
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,641,984
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$545,175
Net investment gain/loss from pooled separate accounts2018-12-31$-1,092,412
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$535,358
Employer contributions (assets) at end of year2018-12-31$25,677
Employer contributions (assets) at beginning of year2018-12-31$39,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$781,524
Contract administrator fees2018-12-31$58,716
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31TEMPLETON & COMPANY
Accountancy firm EIN2018-12-31141918990
2017 : ASSOCIATED GENERAL CONTRACTORS OF MISSISSIPPI 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$829,321
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$35,134
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5,719
Total income from all sources (including contributions)2017-12-31$4,257,215
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,929,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,827,671
Value of total corrective distributions2017-12-31$35,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,408,443
Value of total assets at end of year2017-12-31$16,465,537
Value of total assets at beginning of year2017-12-31$13,278,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$66,312
Total interest from all sources2017-12-31$8,477
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 year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,328,788
Participant contributions at end of year2017-12-31$207,353
Participant contributions at beginning of year2017-12-31$240,046
Participant contributions at end of year2017-12-31$38,310
Participant contributions at beginning of year2017-12-31$108,155
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$680,794
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$91,985
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$35,134
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$5,719
Other income not declared elsewhere2017-12-31$118,485
Administrative expenses (other) incurred2017-12-31$19,098
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,328,098
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,430,403
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,272,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$15,635,116
Value of interest in pooled separate accounts at beginning of year2017-12-31$11,230,004
Interest on participant loans2017-12-31$8,477
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$545,175
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,667,974
Net investment gain/loss from pooled separate accounts2017-12-31$1,721,810
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$398,861
Employer contributions (assets) at end of year2017-12-31$39,583
Employer contributions (assets) at beginning of year2017-12-31$32,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,735,686
Contract administrator fees2017-12-31$47,214
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31TEMPLETON & COMPANY
Accountancy firm EIN2017-12-31141918990
2016 : ASSOCIATED GENERAL CONTRACTORS OF MISSISSIPPI 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$8,285,914
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,719
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$13,379
Total income from all sources (including contributions)2016-12-31$937,937
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,139,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,106,537
Value of total corrective distributions2016-12-31$4,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$651,230
Value of total assets at end of year2016-12-31$13,278,703
Value of total assets at beginning of year2016-12-31$5,201,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$28,072
Total interest from all sources2016-12-31$7,161
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 year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$12,565
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$511,001
Participant contributions at end of year2016-12-31$240,046
Participant contributions at beginning of year2016-12-31$221,662
Participant contributions at end of year2016-12-31$108,155
Participant contributions at beginning of year2016-12-31$15,408
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$4,350
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$950
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$5,719
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$13,379
Other income not declared elsewhere2016-12-31$7,105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-201,543
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,272,984
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,188,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$11,230,004
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,959,214
Interest on participant loans2016-12-31$7,161
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,667,974
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,188
Net investment gain/loss from pooled separate accounts2016-12-31$272,441
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$140,229
Employer contributions (assets) at end of year2016-12-31$32,524
Employer contributions (assets) at beginning of year2016-12-31$3,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,102,187
Contract administrator fees2016-12-31$15,507
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31TEMPLETON & COMPANY
Accountancy firm EIN2016-12-31141918990

Form 5500 Responses for ASSOCIATED GENERAL CONTRACTORS OF MISSISSIPPI

2022: ASSOCIATED GENERAL CONTRACTORS OF MISSISSIPPI 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ASSOCIATED GENERAL CONTRACTORS OF MISSISSIPPI 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ASSOCIATED GENERAL CONTRACTORS OF MISSISSIPPI 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ASSOCIATED GENERAL CONTRACTORS OF MISSISSIPPI 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ASSOCIATED GENERAL CONTRACTORS OF MISSISSIPPI 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ASSOCIATED GENERAL CONTRACTORS OF MISSISSIPPI 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ASSOCIATED GENERAL CONTRACTORS OF MISSISSIPPI 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932423
Policy instance 1
Insurance contract or identification number932423
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932423
Policy instance 1
Insurance contract or identification number932423
Number of Individuals Covered975
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $74,745
Total amount of fees paid to insurance companyUSD $40,284
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $74,745
Amount paid for insurance broker fees40284
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932423
Policy instance 1
Insurance contract or identification number932423
Number of Individuals Covered641
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $43,581
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $43,581
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932423
Policy instance 1
Insurance contract or identification number932423
Number of Individuals Covered681
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $43,616
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $43,616
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932423
Policy instance 1
Insurance contract or identification number932423
Number of Individuals Covered2281
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $51,346
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $51,346
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932423
Policy instance 1
Insurance contract or identification number932423
Number of Individuals Covered510
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $20,485
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $20,485
Insurance broker organization code?3
Insurance broker namePINNACLE INSURANCE AGENCY

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