RAWSON SAUNDERS SCHOOL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE CONTRACTORS RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023 : THE CONTRACTORS RETIREMENT PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-07-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-07-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-07-31 | $0 |
| Total income from all sources (including contributions) | 2023-07-31 | $986,818 |
| Total loss/gain on sale of assets | 2023-07-31 | $0 |
| Total of all expenses incurred | 2023-07-31 | $365,900 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-07-31 | $351,900 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-07-31 | $684,448 |
| Value of total assets at end of year | 2023-07-31 | $3,761,570 |
| Value of total assets at beginning of year | 2023-07-31 | $3,140,652 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-07-31 | $14,000 |
| Total interest from all sources | 2023-07-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-07-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-07-31 | No |
| Administrative expenses professional fees incurred | 2023-07-31 | $14,000 |
| Was this plan covered by a fidelity bond | 2023-07-31 | Yes |
| Value of fidelity bond cover | 2023-07-31 | $400,000 |
| If this is an individual account plan, was there a blackout period | 2023-07-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-07-31 | No |
| Contributions received from participants | 2023-07-31 | $314,910 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-07-31 | No |
| Value of net income/loss | 2023-07-31 | $620,918 |
| Value of net assets at end of year (total assets less liabilities) | 2023-07-31 | $3,761,570 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-07-31 | $3,140,652 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-07-31 | No |
| Assets. Value of investments in 103.12 investment entities at end of year | 2023-07-31 | $3,761,570 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2023-07-31 | $3,140,652 |
| Net gain/loss from 103.12 investment entities | 2023-07-31 | $302,370 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-07-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-07-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-07-31 | No |
| Contributions received in cash from employer | 2023-07-31 | $369,538 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-07-31 | $351,900 |
| Did the plan have assets held for investment | 2023-07-31 | 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 | 2023-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-07-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-07-31 | Unqualified |
| Accountancy firm name | 2023-07-31 | ERICKSON DEMEL & ASSOCIATES, PLLC |
| Accountancy firm EIN | 2023-07-31 | 871577252 |
| 2022 : THE CONTRACTORS RETIREMENT PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-08-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-08-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-08-01 | $0 |
| Total income from all sources (including contributions) | 2022-08-01 | $986,818 |
| Total loss/gain on sale of assets | 2022-08-01 | $0 |
| Total of all expenses incurred | 2022-08-01 | $365,900 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-08-01 | $351,900 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-08-01 | $684,448 |
| Value of total assets at end of year | 2022-08-01 | $3,761,570 |
| Value of total assets at beginning of year | 2022-08-01 | $3,140,652 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-08-01 | $14,000 |
| Total interest from all sources | 2022-08-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-08-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-08-01 | No |
| Administrative expenses professional fees incurred | 2022-08-01 | $14,000 |
| Was this plan covered by a fidelity bond | 2022-08-01 | Yes |
| Value of fidelity bond cover | 2022-08-01 | $400,000 |
| If this is an individual account plan, was there a blackout period | 2022-08-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-08-01 | No |
| Contributions received from participants | 2022-08-01 | $314,910 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-08-01 | No |
| Value of net income/loss | 2022-08-01 | $620,918 |
| Value of net assets at end of year (total assets less liabilities) | 2022-08-01 | $3,761,570 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-08-01 | $3,140,652 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-08-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-08-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-08-01 | No |
| Assets. Value of investments in 103.12 investment entities at end of year | 2022-08-01 | $3,761,570 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-08-01 | $3,140,652 |
| Net gain/loss from 103.12 investment entities | 2022-08-01 | $302,370 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-08-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-08-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-08-01 | No |
| Contributions received in cash from employer | 2022-08-01 | $369,538 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-08-01 | $351,900 |
| Did the plan have assets held for investment | 2022-08-01 | 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 | 2022-08-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-08-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-08-01 | 1 |
| Accountancy firm name | 2022-08-01 | ERICKSON DEMEL & ASSOCIATES, PLLC |
| Accountancy firm EIN | 2022-08-01 | 871577252 |
| Total unrealized appreciation/depreciation of assets | 2022-07-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-07-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-07-31 | $0 |
| Total income from all sources (including contributions) | 2022-07-31 | $243,830 |
| Total loss/gain on sale of assets | 2022-07-31 | $0 |
| Total of all expenses incurred | 2022-07-31 | $409,956 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-07-31 | $397,956 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-07-31 | $583,921 |
| Value of total assets at end of year | 2022-07-31 | $3,140,652 |
| Value of total assets at beginning of year | 2022-07-31 | $3,306,778 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-07-31 | $12,000 |
| Total interest from all sources | 2022-07-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-07-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-07-31 | No |
| Administrative expenses professional fees incurred | 2022-07-31 | $12,000 |
| Was this plan covered by a fidelity bond | 2022-07-31 | Yes |
| Value of fidelity bond cover | 2022-07-31 | $400,000 |
| If this is an individual account plan, was there a blackout period | 2022-07-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-07-31 | No |
| Contributions received from participants | 2022-07-31 | $284,437 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-07-31 | $21,883 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-07-31 | No |
| Value of net income/loss | 2022-07-31 | $-166,126 |
| Value of net assets at end of year (total assets less liabilities) | 2022-07-31 | $3,140,652 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-07-31 | $3,306,778 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-07-31 | No |
| Assets. Value of investments in 103.12 investment entities at end of year | 2022-07-31 | $3,140,652 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-07-31 | $3,306,778 |
| Net gain/loss from 103.12 investment entities | 2022-07-31 | $-340,091 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-07-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-07-31 | No |
| Contributions received in cash from employer | 2022-07-31 | $277,601 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-07-31 | $397,956 |
| Did the plan have assets held for investment | 2022-07-31 | 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 | 2022-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-07-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-07-31 | Unqualified |
| Accountancy firm name | 2022-07-31 | ERICKSON DEMEL & ASSOCIATES, PLLC |
| Accountancy firm EIN | 2022-07-31 | 871577252 |
| 2021 : THE CONTRACTORS RETIREMENT PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-07-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-07-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-07-31 | $0 |
| Total income from all sources (including contributions) | 2021-07-31 | $1,242,596 |
| Total loss/gain on sale of assets | 2021-07-31 | $0 |
| Total of all expenses incurred | 2021-07-31 | $81,659 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-07-31 | $69,659 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-07-31 | $616,282 |
| Value of total assets at end of year | 2021-07-31 | $3,306,778 |
| Value of total assets at beginning of year | 2021-07-31 | $2,145,841 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-07-31 | $12,000 |
| Total interest from all sources | 2021-07-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-07-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-07-31 | No |
| Administrative expenses professional fees incurred | 2021-07-31 | $12,000 |
| Was this plan covered by a fidelity bond | 2021-07-31 | Yes |
| Value of fidelity bond cover | 2021-07-31 | $250,000 |
| If this is an individual account plan, was there a blackout period | 2021-07-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-07-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-07-31 | No |
| Contributions received from participants | 2021-07-31 | $355,963 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-07-31 | No |
| Value of net income/loss | 2021-07-31 | $1,160,937 |
| Value of net assets at end of year (total assets less liabilities) | 2021-07-31 | $3,306,778 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-07-31 | $2,145,841 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-07-31 | No |
| Assets. Value of investments in 103.12 investment entities at end of year | 2021-07-31 | $3,306,778 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-07-31 | $2,145,841 |
| Net gain/loss from 103.12 investment entities | 2021-07-31 | $626,314 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-07-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-07-31 | No |
| Contributions received in cash from employer | 2021-07-31 | $260,319 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-07-31 | $69,659 |
| Did the plan have assets held for investment | 2021-07-31 | 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 | 2021-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-07-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-07-31 | Disclaimer |
| Accountancy firm name | 2021-07-31 | ERICKSON DEMEL & ASSOCIATES, PLLC |
| Accountancy firm EIN | 2021-07-31 | 871577252 |
| 2020 : THE CONTRACTORS RETIREMENT PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-07-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-07-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-07-31 | $0 |
| Total income from all sources (including contributions) | 2020-07-31 | $711,925 |
| Total loss/gain on sale of assets | 2020-07-31 | $0 |
| Total of all expenses incurred | 2020-07-31 | $185,757 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-07-31 | $185,757 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-07-31 | $564,007 |
| Value of total assets at end of year | 2020-07-31 | $2,145,841 |
| Value of total assets at beginning of year | 2020-07-31 | $1,619,673 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-07-31 | $0 |
| Total interest from all sources | 2020-07-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-07-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-07-31 | No |
| Was this plan covered by a fidelity bond | 2020-07-31 | Yes |
| Value of fidelity bond cover | 2020-07-31 | $200,000 |
| If this is an individual account plan, was there a blackout period | 2020-07-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-07-31 | No |
| Contributions received from participants | 2020-07-31 | $298,980 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-07-31 | $12,698 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-07-31 | No |
| Value of net income/loss | 2020-07-31 | $526,168 |
| Value of net assets at end of year (total assets less liabilities) | 2020-07-31 | $2,145,841 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-07-31 | $1,619,673 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-07-31 | No |
| Assets. Value of investments in 103.12 investment entities at end of year | 2020-07-31 | $2,145,841 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2020-07-31 | $1,619,673 |
| Net gain/loss from 103.12 investment entities | 2020-07-31 | $147,918 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-07-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-07-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2020-07-31 | No |
| Contributions received in cash from employer | 2020-07-31 | $252,329 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-07-31 | $185,757 |
| Did the plan have assets held for investment | 2020-07-31 | 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 | 2020-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-07-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-07-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2020-07-31 | Disclaimer |
| Accountancy firm name | 2020-07-31 | ERICKSON, DEMEL & CO., PLLC |
| Accountancy firm EIN | 2020-07-31 | 464064364 |
| 2019 : THE CONTRACTORS RETIREMENT PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-07-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-07-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-07-31 | $0 |
| Total income from all sources (including contributions) | 2019-07-31 | $532,943 |
| Total loss/gain on sale of assets | 2019-07-31 | $0 |
| Total of all expenses incurred | 2019-07-31 | $129,546 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-07-31 | $129,546 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-07-31 | $475,510 |
| Value of total assets at end of year | 2019-07-31 | $1,619,673 |
| Value of total assets at beginning of year | 2019-07-31 | $1,216,276 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-07-31 | $0 |
| Total interest from all sources | 2019-07-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-07-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-07-31 | No |
| Was this plan covered by a fidelity bond | 2019-07-31 | Yes |
| Value of fidelity bond cover | 2019-07-31 | $200,000 |
| If this is an individual account plan, was there a blackout period | 2019-07-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-07-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-07-31 | No |
| Contributions received from participants | 2019-07-31 | $241,102 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-07-31 | No |
| Value of net income/loss | 2019-07-31 | $403,397 |
| Value of net assets at end of year (total assets less liabilities) | 2019-07-31 | $1,619,673 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-07-31 | $1,216,276 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-07-31 | No |
| Assets. Value of investments in 103.12 investment entities at end of year | 2019-07-31 | $1,619,673 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-07-31 | $1,216,276 |
| Net gain/loss from 103.12 investment entities | 2019-07-31 | $57,433 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-07-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-07-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2019-07-31 | No |
| Contributions received in cash from employer | 2019-07-31 | $234,408 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-07-31 | $129,546 |
| Did the plan have assets held for investment | 2019-07-31 | 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 | 2019-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-07-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-07-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-07-31 | Unqualified |
| Accountancy firm name | 2019-07-31 | ERICKSON, DEMEL & CO., PLLC |
| Accountancy firm EIN | 2019-07-31 | 464064364 |
