ANDERSEN COMMERCIAL PLUMBING, LLC 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 |
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2022 : THE CONTRACTORS RETIREMENT PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 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 | $352,641 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $472,370 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $463,137 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $207 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $855,316 |
Value of total assets at end of year | 2022-12-31 | $3,248,583 |
Value of total assets at beginning of year | 2022-12-31 | $3,368,312 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $9,026 |
Total interest from all sources | 2022-12-31 | $5,630 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $180,183 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $180,183 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $337,000 |
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 | $709,884 |
Participant contributions at end of year | 2022-12-31 | $204,014 |
Participant contributions at beginning of year | 2022-12-31 | $96,251 |
Administrative expenses (other) incurred | 2022-12-31 | $9,026 |
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 | $-119,729 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $3,248,583 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,368,312 |
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 | $2,980,564 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $3,242,929 |
Interest on participant loans | 2022-12-31 | $5,630 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $64,005 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $29,132 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-689,226 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $738 |
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 | No |
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 | $145,432 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $463,137 |
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 | PENSION ASSURANCE LLP |
Accountancy firm EIN | 2022-12-31 | 300840934 |
2021 : THE CONTRACTORS RETIREMENT PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $1,550,707 |
Total transfer of assets from this plan | 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 | $717,082 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $262,386 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $254,658 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $3,464 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $425,074 |
Value of total assets at end of year | 2021-12-31 | $3,368,312 |
Value of total assets at beginning of year | 2021-12-31 | $1,362,909 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $4,264 |
Total interest from all sources | 2021-12-31 | $2,495 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $125,146 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $125,146 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $137,000 |
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 | $334,970 |
Participant contributions at end of year | 2021-12-31 | $96,251 |
Participant contributions at beginning of year | 2021-12-31 | $50,202 |
Participant contributions at beginning of year | 2021-12-31 | $4,362 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $3,478 |
Other income not declared elsewhere | 2021-12-31 | $23 |
Administrative expenses (other) incurred | 2021-12-31 | $4,264 |
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 | $454,696 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $3,368,312 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,362,909 |
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 | $3,242,929 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,307,254 |
Interest on participant loans | 2021-12-31 | $2,495 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $29,132 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $5,453 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $164,208 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $136 |
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 | $86,626 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $1,493 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $254,658 |
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 | PENSION ASSURANCE LLP |
Accountancy firm EIN | 2021-12-31 | 300840934 |
2020 : THE CONTRACTORS RETIREMENT PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $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 | $410,675 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $165,950 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $165,131 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $300,293 |
Value of total assets at end of year | 2020-12-31 | $1,362,909 |
Value of total assets at beginning of year | 2020-12-31 | $1,118,184 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $819 |
Total interest from all sources | 2020-12-31 | $1,256 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $59,740 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $59,740 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $112,000 |
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 | $249,125 |
Participant contributions at end of year | 2020-12-31 | $50,202 |
Participant contributions at beginning of year | 2020-12-31 | $32,922 |
Participant contributions at end of year | 2020-12-31 | $0 |
Administrative expenses (other) incurred | 2020-12-31 | $819 |
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 | $244,725 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,362,909 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,118,184 |
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 | $1,307,254 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,085,262 |
Interest on participant loans | 2020-12-31 | $1,256 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $5,453 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2020-12-31 | $1,085,262 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $49,340 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $46 |
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 | $51,168 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $165,131 |
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 | MICHAEL J. CONKEY & ASSOCIATES |
Accountancy firm EIN | 2020-12-31 | 274136222 |