| 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).
- Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
- 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.
- Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
- 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)).
- Unfunded, fully insured, or combination unfunded/insured welfare plan that will not file a Form 5500 for next plan year pursuant to 29 CFR 2520.104-20.
|
PHILLIPS AND KOCH CONSTRUCTION, INC. has sponsored the creation of one or more 401k plans.
Additional information about PHILLIPS AND KOCH CONSTRUCTION, INC.
Submission information for form 5500 for 401k plan PHILLIPS AND KOCH CONSTRUCTION, INC. RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : PHILLIPS AND KOCH CONSTRUCTION, INC. RETIREMENT PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-05-29 | 125280 |
| Net assets as of the end of the plan year | 2025-05-29 | 1173114 |
| Total assets as of the beginning of the plan year | 2025-05-29 | 1007920 |
| Value of plan covered by a fidelity bond | 2025-05-29 | 101000 |
| Participant contributions to plan in this plan year | 2025-05-29 | 144441 |
| Value of participant loans at end of plan year | 2025-05-29 | 10428 |
| Other income to plan in this plan year | 2025-05-29 | 105115 |
| Plan net income in this plan year | 2025-05-29 | 165194 |
| Net assets as of the end of the plan year | 2025-05-29 | 1173114 |
| Net assets as of the beginning of the plan year | 2025-05-29 | 1007920 |
| Employer contributions to plan in this plan year | 2025-05-29 | 40918 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-29 | 4633 |
| 2024 : PHILLIPS AND KOCH CONSTRUCTION, INC. RETIREMENT PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-06-11 | 205875 |
| Net assets as of the end of the plan year | 2024-06-11 | 1007920 |
| Total assets as of the beginning of the plan year | 2024-06-11 | 869922 |
| Value of plan covered by a fidelity bond | 2024-06-11 | 87000 |
| Participant contributions to plan in this plan year | 2024-06-11 | 111029 |
| Value of participant loans at end of plan year | 2024-06-11 | 18077 |
| Other contributions to plan in this plan year | 2024-06-11 | 60503 |
| Other income to plan in this plan year | 2024-06-11 | 136182 |
| Plan net income in this plan year | 2024-06-11 | 137998 |
| Net assets as of the end of the plan year | 2024-06-11 | 1007920 |
| Net assets as of the beginning of the plan year | 2024-06-11 | 869922 |
| Employer contributions to plan in this plan year | 2024-06-11 | 36159 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-11 | 4563 |
Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.
See full terms and conditions
