TRAINING, REHABILITATION DEVELOPMENT INSTITUTE, INC. 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 |
|---|
| 2022 : THE CONTRACTORS RETIREMENT PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-18,016 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $171,864 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $163,828 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $387,104 |
| Value of total assets at end of year | 2022-12-31 | $2,296,556 |
| Value of total assets at beginning of year | 2022-12-31 | $2,486,436 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $8,036 |
| Total interest from all sources | 2022-12-31 | $1,849 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $385,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $53,231 |
| Participant contributions at end of year | 2022-12-31 | $59,243 |
| Participant contributions at beginning of year | 2022-12-31 | $6,061 |
| Total non interest bearing cash at end of year | 2022-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $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 | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-189,880 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,296,556 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,486,436 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $2,237,313 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $2,480,375 |
| Interest on participant loans | 2022-12-31 | $1,849 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-406,969 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $333,873 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $163,828 |
| Contract administrator fees | 2022-12-31 | $8,036 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | MELTON & MELTON, LLP |
| Accountancy firm EIN | 2022-12-31 | 741550819 |
| 2021 : THE CONTRACTORS RETIREMENT PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $730,782 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $156,438 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $151,456 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $448,734 |
| Value of total assets at end of year | 2021-12-31 | $2,486,435 |
| Value of total assets at beginning of year | 2021-12-31 | $1,912,091 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $4,982 |
| Total interest from all sources | 2021-12-31 | $457 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $385,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $54,056 |
| Participant contributions at end of year | 2021-12-31 | $6,061 |
| Participant contributions at beginning of year | 2021-12-31 | $8,073 |
| Total non interest bearing cash at end of year | 2021-12-31 | $558 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $560 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $574,344 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,486,435 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,912,091 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $2,479,816 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $1,903,458 |
| Interest on participant loans | 2021-12-31 | $457 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $281,591 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $281,591 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $394,678 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $151,456 |
| Contract administrator fees | 2021-12-31 | $4,982 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | MELTON & MELTON, LLP |
| Accountancy firm EIN | 2021-12-31 | 741550819 |
| 2020 : THE CONTRACTORS RETIREMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-12-31 | $583,379 |
| Total of all expenses incurred | 2020-12-31 | $171,330 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $170,395 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $400,468 |
| Value of total assets at end of year | 2020-12-31 | $1,912,091 |
| Value of total assets at beginning of year | 2020-12-31 | $1,500,042 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $935 |
| Total interest from all sources | 2020-12-31 | $57 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $200,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $7,057 |
| Participant contributions at end of year | 2020-12-31 | $8,073 |
| Participant contributions at beginning of year | 2020-12-31 | $0 |
| Total non interest bearing cash at end of year | 2020-12-31 | $560 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $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 | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $412,049 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,912,091 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,500,042 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,903,458 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,500,042 |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $1,903,458 |
| Interest on participant loans | 2020-12-31 | $57 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2020-12-31 | $1,500,042 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $182,854 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $197,660 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $393,411 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $170,395 |
| Contract administrator fees | 2020-12-31 | $935 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | Yes |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | ROBERTSON & ROBERTSON, PLLC |
| Accountancy firm EIN | 2020-12-31 | 261631123 |
| 2019 : THE CONTRACTORS RETIREMENT PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $834,204 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $387,758 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $387,758 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $629,620 |
| Value of total assets at end of year | 2019-12-31 | $1,500,042 |
| Value of total assets at beginning of year | 2019-12-31 | $1,053,596 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
| Total interest from all sources | 2019-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $200,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $446,446 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,500,042 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,053,596 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Assets. Value of investments in 103.12 investment entities at end of year | 2019-12-31 | $1,500,042 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-12-31 | $1,053,596 |
| Net gain/loss from 103.12 investment entities | 2019-12-31 | $204,584 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $629,620 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $387,758 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | ERICKSON, DEMEL & CO., PLLC |
| Accountancy firm EIN | 2019-12-31 | 464064364 |
