401k Plan data: P AND S MASONRY, INC. 401K PLAN plan

P AND S MASONRY, INC. 401K PLAN 401k Plan overview

Plan Name	P AND S MASONRY, INC. 401K PLAN
Plan identification number	001

P AND S MASONRY, INC. 401K PLAN Benefits

401k Plan Type

Defined 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

P AND S MASONRY, INC. has sponsored the creation of one or more 401k plans.

Company Name: P AND S MASONRY, INC.

Employer identification number (EIN): 742898420

NAIC Classification: 532400
NAIC Description: Commercial and Industrial Machinery and Equipment Rental and Leasing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan P AND S MASONRY, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 EMILIE REEVES 2024-09-20
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2013-01-01 SUSAN ODOM 2014-07-28
001 2012-01-01 SUSAN ODOM 2013-07-23
001 2011-01-01 SUSAN ODOM
001 2010-01-01 SUSAN ODOM
001 2009-01-01 SUSAN ODOM

Plan Statistics for P AND S MASONRY, INC. 401K PLAN

401k plan membership statisitcs for P AND S MASONRY, INC. 401K PLAN

Measure Date Value
2025: P AND S MASONRY, INC. 401K PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-07-24 16
Total number of particpants at end of year 2025-07-24 12
Number of Participants With Account Balances 2025-07-24 11
2024: P AND S MASONRY, INC. 401K PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-09-20 17
Total number of particpants at end of year 2024-09-20 16
Number of Participants With Account Balances 2024-09-20 15
2022: P AND S MASONRY, INC. 401K PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-06-15 21
Total number of particpants at end of year 2022-06-15 19
Number of Participants With Account Balances 2022-06-15 18
2011: P AND S MASONRY, INC. 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 127
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 5
Total of all active and inactive participants 2011-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 132
Number of participants with account balances 2011-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: P AND S MASONRY, INC. 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 109
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 6
Total of all active and inactive participants 2010-01-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 115
Number of participants with account balances 2010-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: P AND S MASONRY, INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 110
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 10
Total of all active and inactive participants 2009-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 120
Number of participants with account balances 2009-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 6

Measure	Date	Value
2025: P AND S MASONRY, INC. 401K PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-07-24	16
Total number of particpants at end of year	2025-07-24	12
Number of Participants With Account Balances	2025-07-24	11
2024: P AND S MASONRY, INC. 401K PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-09-20	17
Total number of particpants at end of year	2024-09-20	16
Number of Participants With Account Balances	2024-09-20	15
2022: P AND S MASONRY, INC. 401K PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-06-15	21
Total number of particpants at end of year	2022-06-15	19
Number of Participants With Account Balances	2022-06-15	18
2011: P AND S MASONRY, INC. 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	127
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	5
Total of all active and inactive participants	2011-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	132
Number of participants with account balances	2011-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: P AND S MASONRY, INC. 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	109
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	6
Total of all active and inactive participants	2010-01-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	115
Number of participants with account balances	2010-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: P AND S MASONRY, INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	110
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	10
Total of all active and inactive participants	2009-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	120
Number of participants with account balances	2009-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	6

Financial Data on P AND S MASONRY, INC. 401K PLAN

Measure	Date	Value
2025 : P AND S MASONRY, INC. 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-07-24	186699
Net assets as of the end of the plan year	2025-07-24	1408234
Total assets as of the beginning of the plan year	2025-07-24	1333819
Value of plan covered by a fidelity bond	2025-07-24	200000
Participant contributions to plan in this plan year	2025-07-24	50770
Other income to plan in this plan year	2025-07-24	183153
Plan net income in this plan year	2025-07-24	74415
Net assets as of the end of the plan year	2025-07-24	1408234
Net assets as of the beginning of the plan year	2025-07-24	1333819
Employer contributions to plan in this plan year	2025-07-24	27191
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-24	2799
2024 : P AND S MASONRY, INC. 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-09-20	129308
Net assets as of the end of the plan year	2024-09-20	1333819
Total assets as of the beginning of the plan year	2024-09-20	1185754
Value of plan covered by a fidelity bond	2024-09-20	250000
Participant contributions to plan in this plan year	2024-09-20	54542
Other income to plan in this plan year	2024-09-20	195756
Plan net income in this plan year	2024-09-20	148065
Net assets as of the end of the plan year	2024-09-20	1333819
Net assets as of the beginning of the plan year	2024-09-20	1185754
Employer contributions to plan in this plan year	2024-09-20	27075
Expensese paid to adminstrative service provicers from plan in this plan year	2024-09-20	1081
2022 : P AND S MASONRY, INC. 401K PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-06-15	1240650
Net assets as of the end of the plan year	2022-06-15	1543346
Total assets as of the beginning of the plan year	2022-06-15	2456731
Value of plan covered by a fidelity bond	2022-06-15	250000
Participant contributions to plan in this plan year	2022-06-15	120873
Other income to plan in this plan year	2022-06-15	172970
Plan net income in this plan year	2022-06-15	-913385
Net assets as of the end of the plan year	2022-06-15	1543346
Net assets as of the beginning of the plan year	2022-06-15	2456731
Employer contributions to plan in this plan year	2022-06-15	33422
Fees paid to broker by Benefit Provider	2022-06-15	8017
Expensese paid to adminstrative service provicers from plan in this plan year	2022-06-15	1781
2011 : P AND S MASONRY, INC. 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$204,416
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$68,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$67,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$252,107
Value of total assets at end of year	2011-12-31	$1,305,149
Value of total assets at beginning of year	2011-12-31	$1,169,123
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$767
Total interest from all sources	2011-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	No
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$167,433
Participant contributions at end of year	2011-12-31	$2,419
Participant contributions at beginning of year	2011-12-31	$2,365
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$136,026
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,305,149
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,169,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,301,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,165,164
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-47,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$84,674
Employer contributions (assets) at end of year	2011-12-31	$1,452
Employer contributions (assets) at beginning of year	2011-12-31	$1,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$67,623
Contract administrator fees	2011-12-31	$767
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	PEGGY S. EDGE, CPA, LLC
Accountancy firm EIN	2011-12-31	264527814
2010 : P AND S MASONRY, INC. 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$357,853
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$60,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$60,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$263,881
Value of total assets at end of year	2010-12-31	$1,169,123
Value of total assets at beginning of year	2010-12-31	$872,151
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$807
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	No
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$177,671
Participant contributions at end of year	2010-12-31	$2,365
Participant contributions at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$296,972
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,169,123
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$872,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,165,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$872,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$93,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$86,210
Employer contributions (assets) at end of year	2010-12-31	$1,594
Employer contributions (assets) at beginning of year	2010-12-31	$81
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$60,074
Contract administrator fees	2010-12-31	$807
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	PEGGY S. EDGE, CPA, LLC
Accountancy firm EIN	2010-12-31	264527814
2009 : P AND S MASONRY, INC. 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for P AND S MASONRY, INC. 401K PLAN

2011: P AND S MASONRY, INC. 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: P AND S MASONRY, INC. 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: P AND S MASONRY, INC. 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	800822
Policy instance	1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	800822
Policy instance	1

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Company Name:	P AND S MASONRY, INC.
Employer identification number (EIN):	742898420
NAIC Classification:	532400
NAIC Description:	Commercial and Industrial Machinery and Equipment Rental and Leasing

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	EMILIE REEVES	2024-09-20
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2013-01-01	SUSAN ODOM	2014-07-28
001	2012-01-01	SUSAN ODOM	2013-07-23
001	2011-01-01	SUSAN ODOM
001	2010-01-01	SUSAN ODOM
001	2009-01-01	SUSAN ODOM