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THE CONTRACTORS RETIREMENT PLAN 401k Plan overview

Plan NameTHE CONTRACTORS RETIREMENT PLAN
Plan identification number 001

THE CONTRACTORS RETIREMENT PLAN 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.
  • 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

AEROHEAD GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:AEROHEAD GROUP, INC.
Employer identification number (EIN):742880139
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Additional information about AEROHEAD GROUP, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1998-03-26
Company Identification Number: 0148435100
Legal Registered Office Address: 1090 RAINBOW DR

SPRING BRANCH
United States of America (USA)
78070

More information about AEROHEAD GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CONTRACTORS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01CAREY CROCKETT CAREY CROCKETT2018-10-15
0012017-01-01CAREY CROCKETT CAREY CROCKETT2018-10-12
0012016-01-01CAREY CROCKETT CAREY CROCKETT2017-10-12
0012015-01-01CAREY CROCKETT CAREY CROCKETT2016-09-22
0012014-08-01CAREY CROCKETT CAREY CROCKETT2015-09-24
0012014-08-01CAREY CROCKETT CAREY CROCKETT2016-02-09
0012013-08-01CAREY CROCKETT2015-02-02 CAREY CROCKETT2015-02-02
0012012-08-01CAREY CROCKETT2014-02-18 CAREY CROCKETT2014-02-18
0012011-08-01CAREY CROCKETT2013-02-15 CAREY CROCKETT2013-02-15
0012010-08-01PAM WILLIAMS2012-05-14

Plan Statistics for THE CONTRACTORS RETIREMENT PLAN

401k plan membership statisitcs for THE CONTRACTORS RETIREMENT PLAN

Measure Date Value
2022: THE CONTRACTORS RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01191
Total number of active participants reported on line 7a of the Form 55002022-01-01158
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0136
Total of all active and inactive participants2022-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01194
Number of participants with account balances2022-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE CONTRACTORS RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01183
Total number of active participants reported on line 7a of the Form 55002021-01-01169
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0122
Total of all active and inactive participants2021-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01191
Number of participants with account balances2021-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE CONTRACTORS RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01163
Total number of active participants reported on line 7a of the Form 55002020-01-01151
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0130
Total of all active and inactive participants2020-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01181
Number of participants with account balances2020-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE CONTRACTORS RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01163
Total number of active participants reported on line 7a of the Form 55002019-01-01104
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0135
Total of all active and inactive participants2019-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01139
Number of participants with account balances2019-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE CONTRACTORS RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01173
Total number of active participants reported on line 7a of the Form 55002018-01-0156
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0136
Total of all active and inactive participants2018-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0192
Number of participants with account balances2018-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE CONTRACTORS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01200
Total number of active participants reported on line 7a of the Form 55002017-01-01150
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0123
Total of all active and inactive participants2017-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01173
Number of participants with account balances2017-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE CONTRACTORS RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01201
Total number of active participants reported on line 7a of the Form 55002016-01-01164
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0116
Total of all active and inactive participants2016-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01180
Number of participants with account balances2016-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE CONTRACTORS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01197
Total number of active participants reported on line 7a of the Form 55002015-01-01181
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0120
Total of all active and inactive participants2015-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01201
Number of participants with account balances2015-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE CONTRACTORS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-08-01129
Total number of active participants reported on line 7a of the Form 55002014-08-0197
Number of retired or separated participants receiving benefits2014-08-010
Number of other retired or separated participants entitled to future benefits2014-08-0125
Total of all active and inactive participants2014-08-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-08-010
Total participants2014-08-01122
Number of participants with account balances2014-08-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-08-010

Financial Data on THE CONTRACTORS RETIREMENT PLAN

Measure Date Value
2022 : THE CONTRACTORS RETIREMENT PLAN 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$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$999,501
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$969,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$865,739
Expenses. Certain deemed distributions of participant loans2022-12-31$89,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,587,509
Value of total assets at end of year2022-12-31$3,354,207
Value of total assets at beginning of year2022-12-31$3,323,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$14,000
Total interest from all sources2022-12-31$6,362
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$14,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$400,000
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$46,533
Participant contributions at end of year2022-12-31$226,114
Participant contributions at beginning of year2022-12-31$251,653
Participant contributions at end of year2022-12-31$871
Participant contributions at beginning of year2022-12-31$886
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$30,414
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,354,207
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,323,793
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
Interest on participant loans2022-12-31$6,362
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$3,101,215
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$3,047,940
Net gain/loss from 103.12 investment entities2022-12-31$-594,370
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,540,976
Employer contributions (assets) at end of year2022-12-31$26,007
Employer contributions (assets) at beginning of year2022-12-31$23,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$865,739
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 name2022-12-31ERICKSON DEMEL & ASSOCIATES, PLLC
Accountancy firm EIN2022-12-31871577252
2021 : THE CONTRACTORS RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$1,541,649
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$851,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$786,345
Expenses. Certain deemed distributions of participant loans2021-12-31$52,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,221,899
Value of total assets at end of year2021-12-31$3,323,793
Value of total assets at beginning of year2021-12-31$2,633,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$12,000
Total interest from all sources2021-12-31$6,443
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$200,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$48,733
Participant contributions at end of year2021-12-31$251,653
Participant contributions at beginning of year2021-12-31$200,104
Participant contributions at end of year2021-12-31$886
Participant contributions at beginning of year2021-12-31$896
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$690,474
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,323,793
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,633,319
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
Interest on participant loans2021-12-31$6,443
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$3,047,940
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$2,418,760
Net gain/loss from 103.12 investment entities2021-12-31$313,307
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,173,166
Employer contributions (assets) at end of year2021-12-31$23,314
Employer contributions (assets) at beginning of year2021-12-31$13,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$786,345
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 name2021-12-31ERICKSON DEMEL & ASSOCIATES, PLLC
Accountancy firm EIN2021-12-31871577252
2020 : THE CONTRACTORS RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$1,390,310
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$381,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$358,390
Expenses. Certain deemed distributions of participant loans2020-12-31$11,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,061,876
Value of total assets at end of year2020-12-31$2,633,319
Value of total assets at beginning of year2020-12-31$1,624,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$12,000
Total interest from all sources2020-12-31$3,623
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$12,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$200,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$51,627
Participant contributions at end of year2020-12-31$200,104
Participant contributions at beginning of year2020-12-31$69,323
Participant contributions at end of year2020-12-31$896
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$1,008,323
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,633,319
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,624,996
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
Interest on participant loans2020-12-31$3,623
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$2,418,760
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$1,555,673
Net gain/loss from 103.12 investment entities2020-12-31$324,811
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,010,249
Employer contributions (assets) at end of year2020-12-31$13,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$358,390
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 name2020-12-31ERICKSON, DEMEL & CO., PLLC
Accountancy firm EIN2020-12-31464064364
2019 : THE CONTRACTORS RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$650,314
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$243,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$160,605
Expenses. Certain deemed distributions of participant loans2019-12-31$70,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$416,528
Value of total assets at end of year2019-12-31$1,624,996
Value of total assets at beginning of year2019-12-31$1,218,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,750
Total interest from all sources2019-12-31$3,845
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
Administrative expenses professional fees incurred2019-12-31$12,750
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$200,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$54,760
Participant contributions at end of year2019-12-31$69,323
Participant contributions at beginning of year2019-12-31$116,772
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$406,793
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,624,996
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,218,203
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 leases to which the plan was party in default or uncollectible2019-12-31No
Interest on participant loans2019-12-31$3,845
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$1,555,673
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$1,101,431
Net gain/loss from 103.12 investment entities2019-12-31$229,941
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$361,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$160,605
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ERICKSON, DEMEL & CO., PLLC
Accountancy firm EIN2019-12-31464064364
2018 : THE CONTRACTORS RETIREMENT PLAN 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$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$266,430
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$485,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$468,476
Expenses. Certain deemed distributions of participant loans2018-12-31$4,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$344,201
Value of total assets at end of year2018-12-31$1,218,203
Value of total assets at beginning of year2018-12-31$1,436,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$12,000
Total interest from all sources2018-12-31$3,433
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$12,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$200,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$43,790
Participant contributions at end of year2018-12-31$116,772
Participant contributions at beginning of year2018-12-31$100,730
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-218,745
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,218,203
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,436,948
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
Interest on participant loans2018-12-31$3,433
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$1,101,431
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$1,336,218
Net gain/loss from 103.12 investment entities2018-12-31$-81,204
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$300,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$468,476
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 name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : THE CONTRACTORS RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$490,227
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$95,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$56,233
Expenses. Certain deemed distributions of participant loans2017-12-31$26,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$295,196
Value of total assets at end of year2017-12-31$1,436,948
Value of total assets at beginning of year2017-12-31$1,042,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$12,200
Total interest from all sources2017-12-31$2,708
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
Administrative expenses professional fees incurred2017-12-31$12,200
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$200,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$61,072
Participant contributions at end of year2017-12-31$100,730
Participant contributions at beginning of year2017-12-31$78,593
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$394,908
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,436,948
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,042,040
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
Interest on participant loans2017-12-31$2,708
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$1,336,218
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$963,447
Net gain/loss from 103.12 investment entities2017-12-31$192,323
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$234,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$56,233
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 name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : THE CONTRACTORS RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$165,645
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$694,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$555,951
Expenses. Certain deemed distributions of participant loans2016-12-31$114,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$128,664
Value of total assets at end of year2016-12-31$1,042,040
Value of total assets at beginning of year2016-12-31$1,571,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$24,500
Total interest from all sources2016-12-31$4,594
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$24,500
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$200,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$61,983
Participant contributions at end of year2016-12-31$78,593
Participant contributions at beginning of year2016-12-31$174,175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-529,285
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,042,040
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,571,325
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
Interest on participant loans2016-12-31$4,594
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$963,447
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$1,397,150
Net gain/loss from 103.12 investment entities2016-12-31$32,387
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$66,681
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$555,951
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 name2016-12-31RIDOUT, BARRETT & CO., P.C.
Accountancy firm EIN2016-12-31742619624
2015 : THE CONTRACTORS RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$404,679
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$487,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$355,968
Expenses. Certain deemed distributions of participant loans2015-12-31$131,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$503,902
Value of total assets at end of year2015-12-31$1,571,325
Value of total assets at beginning of year2015-12-31$1,653,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$7,849
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 year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$200,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$65,765
Participant contributions at end of year2015-12-31$174,175
Participant contributions at beginning of year2015-12-31$244,505
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-82,494
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,571,325
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,653,819
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Interest on participant loans2015-12-31$7,849
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$1,397,150
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$1,409,314
Net gain/loss from 103.12 investment entities2015-12-31$-107,072
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$438,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$355,968
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RIDOUT, BARRETT & CO., P.C.
Accountancy firm EIN2015-12-31742619624
2014 : THE CONTRACTORS RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$322,876
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$130,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$66,241
Expenses. Certain deemed distributions of participant loans2014-12-31$64,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$346,088
Value of total assets at end of year2014-12-31$1,653,819
Value of total assets at beginning of year2014-12-31$1,461,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$3,212
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 year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$200,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$24,181
Participant contributions at end of year2014-12-31$244,505
Participant contributions at beginning of year2014-12-31$264,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$192,033
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,653,819
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,461,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Interest on participant loans2014-12-31$3,212
Income. Interest from loans (other than to participants)2014-12-31$3,212
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$1,409,314
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$1,197,539
Net gain/loss from 103.12 investment entities2014-12-31$-26,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$321,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$66,241
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31ERICKSON, DEMEL & CO., PLLC
Accountancy firm EIN2014-12-31464064364

Form 5500 Responses for THE CONTRACTORS RETIREMENT PLAN

2022: THE CONTRACTORS RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE CONTRACTORS RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE CONTRACTORS RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE CONTRACTORS RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE CONTRACTORS RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE CONTRACTORS RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE CONTRACTORS RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE CONTRACTORS RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE CONTRACTORS RETIREMENT PLAN 2014 form 5500 responses
2014-08-01Type of plan entitySingle employer plan
2014-08-01Submission has been amendedNo
2014-08-01This submission is the final filingNo
2014-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-08-01Plan is a collectively bargained planNo
2014-08-01Plan funding arrangement – TrustYes
2014-08-01Plan benefit arrangement - TrustYes

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