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EMERY & SONS CONSTRUCTION INC. RETIREMENT AND SAVINGS PLAN 401k Plan overview

Plan NameEMERY & SONS CONSTRUCTION INC. RETIREMENT AND SAVINGS PLAN
Plan identification number 002

EMERY & SONS CONSTRUCTION INC. RETIREMENT AND SAVINGS 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EMERY & SONS CONSTRUCTION GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:EMERY & SONS CONSTRUCTION GROUP, LLC
Employer identification number (EIN):830966301
NAIC Classification:237990
NAIC Description:Other Heavy and Civil Engineering Construction

Additional information about EMERY & SONS CONSTRUCTION GROUP, LLC

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2018-06-07
Company Identification Number: 144778594
Legal Registered Office Address: 3841 FAIRVIEW INDUSTRIAL DR SE STE 150

SALEM
United States of America (USA)
97302

More information about EMERY & SONS CONSTRUCTION GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMERY & SONS CONSTRUCTION INC. RETIREMENT AND SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01

Plan Statistics for EMERY & SONS CONSTRUCTION INC. RETIREMENT AND SAVINGS PLAN

401k plan membership statisitcs for EMERY & SONS CONSTRUCTION INC. RETIREMENT AND SAVINGS PLAN

Measure Date Value
2022: EMERY & SONS CONSTRUCTION INC. RETIREMENT AND SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01219
Total number of active participants reported on line 7a of the Form 55002022-01-01214
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-0127
Total of all active and inactive participants2022-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01246
Number of participants with account balances2022-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0115
2021: EMERY & SONS CONSTRUCTION INC. RETIREMENT AND SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01211
Total number of active participants reported on line 7a of the Form 55002021-01-01184
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-0131
Total of all active and inactive participants2021-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01220
Number of participants with account balances2021-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0111
2020: EMERY & SONS CONSTRUCTION INC. RETIREMENT AND SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01223
Total number of active participants reported on line 7a of the Form 55002020-01-01174
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0135
Total of all active and inactive participants2020-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01211
Number of participants with account balances2020-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0117
2019: EMERY & SONS CONSTRUCTION INC. RETIREMENT AND SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01283
Total number of active participants reported on line 7a of the Form 55002019-01-01180
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0138
Total of all active and inactive participants2019-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01220
Number of participants with account balances2019-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0114

Financial Data on EMERY & SONS CONSTRUCTION INC. RETIREMENT AND SAVINGS PLAN

Measure Date Value
2022 : EMERY & SONS CONSTRUCTION INC. RETIREMENT AND SAVINGS 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$793
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,333
Total income from all sources (including contributions)2022-12-31$-10,401,203
Total loss/gain on sale of assets2022-12-31$498,071
Total of all expenses incurred2022-12-31$1,984,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,965,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,478,344
Value of total assets at end of year2022-12-31$18,953,985
Value of total assets at beginning of year2022-12-31$31,341,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$19,585
Total interest from all sources2022-12-31$25,604
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$132,922
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$132,922
Administrative expenses professional fees incurred2022-12-31$9,675
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$795,947
Participant contributions at end of year2022-12-31$700,608
Participant contributions at beginning of year2022-12-31$782,145
Participant contributions at end of year2022-12-31$13,020
Participant contributions at beginning of year2022-12-31$13,078
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$172,591
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$793
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1,154
Other income not declared elsewhere2022-12-31$1
Administrative expenses (other) incurred2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$136
Total non interest bearing cash at end of year2022-12-31$796
Total non interest bearing cash at beginning of year2022-12-31$2,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-12,386,092
Value of net assets at end of year (total assets less liabilities)2022-12-31$18,953,192
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$31,339,284
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
Investment advisory and management fees2022-12-31$9,910
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,359,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,129,591
Interest on participant loans2022-12-31$25,604
Value of interest in common/collective trusts at end of year2022-12-31$15,784,667
Value of interest in common/collective trusts at beginning of year2022-12-31$27,345,925
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-13,536,145
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$1,509,806
Employer contributions (assets) at end of year2022-12-31$95,614
Employer contributions (assets) at beginning of year2022-12-31$68,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,965,304
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$1,043
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
Aggregate proceeds on sale of assets2022-12-31$3,043,153
Aggregate carrying amount (costs) on sale of assets2022-12-31$2,545,082
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ALDRICH CPAS AND ADVISORS LLP
Accountancy firm EIN2022-12-31930623286
2021 : EMERY & SONS CONSTRUCTION INC. RETIREMENT AND SAVINGS 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$2,333
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,170
Total income from all sources (including contributions)2021-12-31$1,229,794
Total loss/gain on sale of assets2021-12-31$1,972,323
Total of all expenses incurred2021-12-31$2,610,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,586,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,789,390
Value of total assets at end of year2021-12-31$31,341,617
Value of total assets at beginning of year2021-12-31$32,720,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$24,220
Total interest from all sources2021-12-31$29,204
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$272,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$272,391
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$691,184
Participant contributions at end of year2021-12-31$782,145
Participant contributions at beginning of year2021-12-31$776,975
Participant contributions at end of year2021-12-31$13,078
Participant contributions at beginning of year2021-12-31$14,223
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1,154
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$-9
Other income not declared elsewhere2021-12-31$2,854
Liabilities. Value of operating payables at end of year2021-12-31$136
Liabilities. Value of operating payables at beginning of year2021-12-31$136
Total non interest bearing cash at end of year2021-12-31$2,333
Total non interest bearing cash at beginning of year2021-12-31$1,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-1,380,452
Value of net assets at end of year (total assets less liabilities)2021-12-31$31,339,284
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$32,719,736
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
Investment advisory and management fees2021-12-31$9,685
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,129,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,763,263
Income. Interest from loans (other than to participants)2021-12-31$29,204
Value of interest in common/collective trusts at end of year2021-12-31$27,345,925
Value of interest in common/collective trusts at beginning of year2021-12-31$29,112,907
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-2,836,368
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$1,098,206
Employer contributions (assets) at end of year2021-12-31$68,545
Employer contributions (assets) at beginning of year2021-12-31$52,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,586,026
Contract administrator fees2021-12-31$14,535
Liabilities. Value of benefit claims payable at end of year2021-12-31$1,043
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$1,043
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
Aggregate proceeds on sale of assets2021-12-31$4,636,113
Aggregate carrying amount (costs) on sale of assets2021-12-31$2,663,790
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ALDRICH CPAS AND ADVISORS LLP
Accountancy firm EIN2021-12-31930623286
2020 : EMERY & SONS CONSTRUCTION INC. RETIREMENT AND SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$36,900
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,170
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$607
Total income from all sources (including contributions)2020-12-31$13,540,710
Total loss/gain on sale of assets2020-12-31$911,667
Total of all expenses incurred2020-12-31$1,445,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,411,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,565,689
Value of total assets at end of year2020-12-31$32,720,906
Value of total assets at beginning of year2020-12-31$20,661,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$34,016
Total interest from all sources2020-12-31$30,916
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$147,623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$147,623
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$706,336
Participant contributions at end of year2020-12-31$776,975
Participant contributions at beginning of year2020-12-31$705,746
Participant contributions at end of year2020-12-31$14,223
Participant contributions at beginning of year2020-12-31$15,301
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$19,334
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$-9
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$-10
Other income not declared elsewhere2020-12-31$3,076
Liabilities. Value of operating payables at end of year2020-12-31$136
Liabilities. Value of operating payables at beginning of year2020-12-31$226
Total non interest bearing cash at end of year2020-12-31$1,169
Total non interest bearing cash at beginning of year2020-12-31$30,607
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
Income. Non cash contributions2020-12-31$196
Value of net income/loss2020-12-31$12,095,461
Value of net assets at end of year (total assets less liabilities)2020-12-31$32,719,736
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,661,175
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
Investment advisory and management fees2020-12-31$10,188
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,763,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,282,371
Interest on participant loans2020-12-31$30,916
Value of interest in common/collective trusts at end of year2020-12-31$29,112,907
Value of interest in common/collective trusts at beginning of year2020-12-31$17,601,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$397,792
Net investment gain or loss from common/collective trusts2020-12-31$10,483,947
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$839,823
Employer contributions (assets) at end of year2020-12-31$52,369
Employer contributions (assets) at beginning of year2020-12-31$26,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,411,233
Contract administrator fees2020-12-31$23,828
Liabilities. Value of benefit claims payable at end of year2020-12-31$1,043
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$391
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
Aggregate proceeds on sale of assets2020-12-31$4,142,262
Aggregate carrying amount (costs) on sale of assets2020-12-31$3,230,595
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ALDRICH CPAS AND ADVISORS LLP
Accountancy firm EIN2020-12-31930623286
2019 : EMERY & SONS CONSTRUCTION INC. RETIREMENT AND SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$2,939,787
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$607
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$896
Total income from all sources (including contributions)2019-12-31$5,817,899
Total loss/gain on sale of assets2019-12-31$456,743
Total of all expenses incurred2019-12-31$1,835,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,794,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,569,267
Value of total assets at end of year2019-12-31$20,661,783
Value of total assets at beginning of year2019-12-31$19,619,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$41,415
Total interest from all sources2019-12-31$29,567
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$97,303
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$97,303
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$670,580
Participant contributions at end of year2019-12-31$705,746
Participant contributions at beginning of year2019-12-31$865,085
Participant contributions at end of year2019-12-31$15,301
Participant contributions at beginning of year2019-12-31$11,009
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,949
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$-10
Other income not declared elsewhere2019-12-31$925
Liabilities. Value of operating payables at end of year2019-12-31$226
Liabilities. Value of operating payables at beginning of year2019-12-31$505
Total non interest bearing cash at end of year2019-12-31$30,607
Total non interest bearing cash at beginning of year2019-12-31$8,219
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$3,982,347
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,661,176
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,618,616
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
Investment advisory and management fees2019-12-31$17,572
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,282,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,413,696
Interest on participant loans2019-12-31$29,567
Value of interest in common/collective trusts at end of year2019-12-31$17,601,581
Value of interest in common/collective trusts at beginning of year2019-12-31$15,278,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$459,321
Net investment gain or loss from common/collective trusts2019-12-31$3,204,773
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$893,738
Employer contributions (assets) at end of year2019-12-31$26,177
Employer contributions (assets) at beginning of year2019-12-31$42,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,794,137
Contract administrator fees2019-12-31$23,843
Liabilities. Value of benefit claims payable at end of year2019-12-31$391
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$391
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
Aggregate proceeds on sale of assets2019-12-31$2,707,944
Aggregate carrying amount (costs) on sale of assets2019-12-31$2,251,201
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 name2019-12-31ALDRICH CPAS AND ADVISORS LLP
Accountancy firm EIN2019-12-31930623286

Form 5500 Responses for EMERY & SONS CONSTRUCTION INC. RETIREMENT AND SAVINGS PLAN

2022: EMERY & SONS CONSTRUCTION INC. RETIREMENT AND SAVINGS 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: EMERY & SONS CONSTRUCTION INC. RETIREMENT AND SAVINGS 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: EMERY & SONS CONSTRUCTION INC. RETIREMENT AND SAVINGS 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: EMERY & SONS CONSTRUCTION INC. RETIREMENT AND SAVINGS 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

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