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Plan Name | CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | CONSIGLI CONSTRUCTION CO., INC. |
Employer identification number (EIN): | 042088291 |
NAIC Classification: | 236200 |
Additional information about CONSIGLI CONSTRUCTION CO., INC.
Jurisdiction of Incorporation: | Vermont Secretary of State Corporations Division |
Incorporation Date: | 2002-06-21 |
Company Identification Number: | 74221 |
Legal Registered Office Address: |
1233 SHELBURNE ROAD, SUITE 400 SOUTH BURLINGTON United States of America (USA) 05403 |
More information about CONSIGLI CONSTRUCTION CO., INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | J. SCOTT LERNER | 2023-08-07 | ||
002 | 2021-01-01 | J. SCOTT LERNER | 2022-08-31 | ||
002 | 2020-01-01 | J. SCOTT LERNER | 2021-07-23 | ||
002 | 2019-01-01 | J. SCOTT LERNER | 2020-06-30 | ||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | ||||
002 | 2016-01-01 | ||||
002 | 2015-01-01 | ||||
002 | 2014-01-01 | J. SCOTT LERNER | |||
002 | 2013-01-01 | J. SCOTT LERNER | |||
002 | 2012-01-01 | J. SCOTT LERNER | |||
002 | 2011-01-01 | J. SCOTT LERNER | |||
002 | 2009-01-01 | J. SCOTT LERNER | |||
002 | 2009-01-01 | J. SCOTT LERNER |
Measure | Date | Value |
---|---|---|
2022: CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 1,178 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1,092 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 263 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 1,355 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 1,355 |
Number of participants with account balances | 2022-01-01 | 1,210 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 91 |
2021: CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 1,086 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 935 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 238 |
Total of all active and inactive participants | 2021-01-01 | 1,173 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 1,173 |
Number of participants with account balances | 2021-01-01 | 1,059 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 82 |
2020: CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 711 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 857 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 221 |
Total of all active and inactive participants | 2020-01-01 | 1,078 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 1,078 |
Number of participants with account balances | 2020-01-01 | 979 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 69 |
2019: CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 655 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 594 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 115 |
Total of all active and inactive participants | 2019-01-01 | 709 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 709 |
Number of participants with account balances | 2019-01-01 | 629 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 35 |
2018: CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 591 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 550 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 104 |
Total of all active and inactive participants | 2018-01-01 | 654 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 654 |
Number of participants with account balances | 2018-01-01 | 561 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 41 |
2017: CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 551 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 495 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 93 |
Total of all active and inactive participants | 2017-01-01 | 588 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 588 |
Number of participants with account balances | 2017-01-01 | 504 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 29 |
2016: CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 497 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 453 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 94 |
Total of all active and inactive participants | 2016-01-01 | 547 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 548 |
Number of participants with account balances | 2016-01-01 | 464 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 27 |
2015: CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 452 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 412 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 84 |
Total of all active and inactive participants | 2015-01-01 | 496 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 496 |
Number of participants with account balances | 2015-01-01 | 421 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 35 |
2014: CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 402 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 378 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 70 |
Total of all active and inactive participants | 2014-01-01 | 448 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 448 |
Number of participants with account balances | 2014-01-01 | 361 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 25 |
2013: CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 359 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 345 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 53 |
Total of all active and inactive participants | 2013-01-01 | 398 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 398 |
Number of participants with account balances | 2013-01-01 | 323 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 20 |
2012: CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 335 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 318 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 40 |
Total of all active and inactive participants | 2012-01-01 | 358 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 358 |
Number of participants with account balances | 2012-01-01 | 278 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 23 |
2011: CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 252 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 292 |
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 | 36 |
Total of all active and inactive participants | 2011-01-01 | 328 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 328 |
Number of participants with account balances | 2011-01-01 | 250 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 5 |
2009: CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 190 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 173 |
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 | 23 |
Total of all active and inactive participants | 2009-01-01 | 196 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 196 |
Number of participants with account balances | 2009-01-01 | 169 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 12 |
Measure | Date | Value |
---|---|---|
2022 : CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST 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 | $-5,722,547 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $6,474,732 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $6,369,587 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $18,752,915 |
Value of total assets at end of year | 2022-12-31 | $122,796,991 |
Value of total assets at beginning of year | 2022-12-31 | $134,994,270 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $105,145 |
Total interest from all sources | 2022-12-31 | $45,279 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $6,430,737 |
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 | $6,430,737 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
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 | $11,117,114 |
Participant contributions at end of year | 2022-12-31 | $1,126,161 |
Participant contributions at beginning of year | 2022-12-31 | $1,006,186 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $3,906,855 |
Administrative expenses (other) incurred | 2022-12-31 | $105,145 |
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 | $-12,197,279 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $122,796,991 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $134,994,270 |
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 | $118,895,530 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $131,360,091 |
Interest on participant loans | 2022-12-31 | $45,270 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $2,774,578 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $2,627,716 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $722 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $277 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $277 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $9 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-31,006,243 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $54,765 |
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 | $3,728,946 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $6,369,587 |
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 | CARON & BLETZER, PLLC |
Accountancy firm EIN | 2022-12-31 | 043499945 |
2021 : CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST 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 | $32,997,272 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $8,819,140 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $8,675,753 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $15,371,065 |
Value of total assets at end of year | 2021-12-31 | $134,994,270 |
Value of total assets at beginning of year | 2021-12-31 | $110,816,138 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $143,387 |
Total interest from all sources | 2021-12-31 | $41,479 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $5,589,673 |
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 | $5,589,673 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
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 | $9,282,337 |
Participant contributions at end of year | 2021-12-31 | $1,006,186 |
Participant contributions at beginning of year | 2021-12-31 | $835,444 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $24 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $3,035,635 |
Administrative expenses (other) incurred | 2021-12-31 | $143,387 |
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 | $24,178,132 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $134,994,270 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $110,816,138 |
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 | $131,360,091 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $106,790,609 |
Interest on participant loans | 2021-12-31 | $41,479 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $2,627,716 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $3,189,804 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $277 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $247 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $247 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $11,944,528 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $50,527 |
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 | $3,053,093 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $10 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $8,675,753 |
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 | CARON & BLETZER, PLLC |
Accountancy firm EIN | 2021-12-31 | 043499945 |
2020 : CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $19,037,786 |
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 | $30,196,521 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $6,396,942 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $6,300,986 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $846 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $11,808,589 |
Value of total assets at end of year | 2020-12-31 | $110,816,138 |
Value of total assets at beginning of year | 2020-12-31 | $67,978,773 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $95,110 |
Total interest from all sources | 2020-12-31 | $35,908 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $3,339,327 |
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 | $3,339,327 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
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 | $7,611,867 |
Participant contributions at end of year | 2020-12-31 | $835,444 |
Participant contributions at beginning of year | 2020-12-31 | $576,200 |
Participant contributions at end of year | 2020-12-31 | $24 |
Participant contributions at beginning of year | 2020-12-31 | $398 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1,704,841 |
Other income not declared elsewhere | 2020-12-31 | $6,128 |
Administrative expenses (other) incurred | 2020-12-31 | $95,110 |
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 | $23,799,579 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $110,816,138 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $67,978,773 |
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 | $106,790,609 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $65,010,100 |
Interest on participant loans | 2020-12-31 | $35,907 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $3,189,804 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $2,391,753 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $247 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $145 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $145 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $1 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $14,939,188 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $67,381 |
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 | $2,491,881 |
Employer contributions (assets) at end of year | 2020-12-31 | $10 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $177 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $6,300,986 |
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 | Unqualified |
Accountancy firm name | 2020-12-31 | CARON & BLETZER, PLLC |
Accountancy firm EIN | 2020-12-31 | 043499945 |
2019 : CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $184,636 |
Total transfer of assets from this plan | 2019-12-31 | $19,261 |
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 | $21,001,117 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $3,555,464 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,488,982 |
Value of total corrective distributions | 2019-12-31 | $3,218 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $8,664,127 |
Value of total assets at end of year | 2019-12-31 | $67,978,773 |
Value of total assets at beginning of year | 2019-12-31 | $50,367,745 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $63,264 |
Total interest from all sources | 2019-12-31 | $28,704 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,486,754 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $2,486,754 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
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 |
Contributions received from participants | 2019-12-31 | $5,400,753 |
Participant contributions at end of year | 2019-12-31 | $576,200 |
Participant contributions at beginning of year | 2019-12-31 | $543,867 |
Participant contributions at end of year | 2019-12-31 | $398 |
Participant contributions at beginning of year | 2019-12-31 | $395 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,391,317 |
Administrative expenses (other) incurred | 2019-12-31 | $63,264 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $17,445,653 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $67,978,773 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $50,367,745 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $65,010,100 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $47,636,509 |
Interest on participant loans | 2019-12-31 | $28,702 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $2,391,753 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $2,186,777 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $145 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $2 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $9,770,474 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $51,058 |
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 | $1,872,057 |
Employer contributions (assets) at end of year | 2019-12-31 | $177 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $197 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,488,982 |
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 | CARON & BLETZER, PLLC |
Accountancy firm EIN | 2019-12-31 | 043499945 |
2018 : CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $22,986 |
Total transfer of assets from this plan | 2018-12-31 | $1,398,724 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $3,630,395 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $2,553,041 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,535,220 |
Value of total corrective distributions | 2018-12-31 | $370 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $7,285,784 |
Value of total assets at end of year | 2018-12-31 | $50,367,745 |
Value of total assets at beginning of year | 2018-12-31 | $50,666,129 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $17,451 |
Total interest from all sources | 2018-12-31 | $26,309 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $2,604,267 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $2,604,267 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $4,689,127 |
Participant contributions at end of year | 2018-12-31 | $543,867 |
Participant contributions at beginning of year | 2018-12-31 | $615,519 |
Participant contributions at end of year | 2018-12-31 | $395 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $973,037 |
Administrative expenses (other) incurred | 2018-12-31 | $17,451 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $1,077,354 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $50,367,745 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $50,666,129 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $47,636,509 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $48,368,705 |
Interest on participant loans | 2018-12-31 | $26,309 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $2,186,777 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $1,681,905 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-6,311,269 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $25,304 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,623,620 |
Employer contributions (assets) at end of year | 2018-12-31 | $197 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,535,220 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | CARON & BLETZER, PLLC |
Accountancy firm EIN | 2018-12-31 | 043499945 |
2017 : CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $119,679 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $13,822,961 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $3,039,346 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $3,033,289 |
Value of total corrective distributions | 2017-12-31 | $2,376 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $6,037,148 |
Value of total assets at end of year | 2017-12-31 | $50,666,129 |
Value of total assets at beginning of year | 2017-12-31 | $40,002,193 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $3,681 |
Total interest from all sources | 2017-12-31 | $25,048 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,897,238 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,897,238 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $3,934,798 |
Participant contributions at end of year | 2017-12-31 | $615,519 |
Participant contributions at beginning of year | 2017-12-31 | $546,777 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $781,995 |
Administrative expenses (other) incurred | 2017-12-31 | $3,681 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $10,783,615 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $50,666,129 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $40,002,193 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $48,368,705 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $38,023,859 |
Interest on participant loans | 2017-12-31 | $25,048 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $1,681,905 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $1,431,557 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $5,845,407 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $18,120 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,320,355 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $3,033,289 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | CARON & BLETZER, PLLC |
Accountancy firm EIN | 2017-12-31 | 043499945 |
2016 : CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $13,696 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $8,067,314 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,227,762 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,225,160 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $5,238,763 |
Value of total assets at end of year | 2016-12-31 | $40,002,193 |
Value of total assets at beginning of year | 2016-12-31 | $34,148,945 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $2,602 |
Total interest from all sources | 2016-12-31 | $25,117 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,302,085 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,302,085 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $3,418,753 |
Participant contributions at end of year | 2016-12-31 | $546,777 |
Participant contributions at beginning of year | 2016-12-31 | $719,748 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $601,995 |
Administrative expenses (other) incurred | 2016-12-31 | $2,602 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $5,839,552 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $40,002,193 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $34,148,945 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $38,023,859 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $32,705,038 |
Interest on participant loans | 2016-12-31 | $25,117 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $1,431,557 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $724,159 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,488,737 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $12,612 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,218,015 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,225,160 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | CARON & BLETZER, PLLC |
Accountancy firm EIN | 2016-12-31 | 043499945 |
2015 : CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $233,415 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $6,336,961 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,171,371 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,167,343 |
Value of total corrective distributions | 2015-12-31 | $723 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $6,648,093 |
Value of total assets at end of year | 2015-12-31 | $34,148,945 |
Value of total assets at beginning of year | 2015-12-31 | $29,216,770 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $3,305 |
Total interest from all sources | 2015-12-31 | $27,035 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,602,729 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,602,729 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $2,953,763 |
Participant contributions at end of year | 2015-12-31 | $719,748 |
Participant contributions at beginning of year | 2015-12-31 | $681,743 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $2,698,053 |
Other income not declared elsewhere | 2015-12-31 | $-9 |
Administrative expenses (other) incurred | 2015-12-31 | $3,305 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $5,165,590 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $34,148,945 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $29,216,770 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $32,705,038 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $27,828,160 |
Interest on participant loans | 2015-12-31 | $27,035 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $724,159 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $706,867 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,937,083 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-3,804 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $996,277 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,167,343 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | CARON & BLETZER, PLLC |
Accountancy firm EIN | 2015-12-31 | 043499945 |
2014 : CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $49,654 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $5,593,939 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,225,066 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,219,969 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $4,063,309 |
Value of total assets at end of year | 2014-12-31 | $29,216,770 |
Value of total assets at beginning of year | 2014-12-31 | $24,897,551 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $5,097 |
Total interest from all sources | 2014-12-31 | $19,538 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,220,566 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,220,566 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $2,488,240 |
Participant contributions at end of year | 2014-12-31 | $681,743 |
Participant contributions at beginning of year | 2014-12-31 | $434,902 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $658,991 |
Administrative expenses (other) incurred | 2014-12-31 | $5,097 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $4,368,873 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $29,216,770 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $24,897,551 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $27,828,160 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $23,654,705 |
Interest on participant loans | 2014-12-31 | $19,538 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $706,867 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $807,944 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $275,334 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $15,192 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $916,078 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,219,969 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | CARON & BLETZER, PLLC |
Accountancy firm EIN | 2014-12-31 | 043499945 |
2013 : CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $7,180,791 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $762,560 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $760,213 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $3,248,171 |
Value of total assets at end of year | 2013-12-31 | $24,897,551 |
Value of total assets at beginning of year | 2013-12-31 | $18,479,320 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,347 |
Total interest from all sources | 2013-12-31 | $13,845 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,079,481 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $1,079,481 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $2,158,202 |
Participant contributions at end of year | 2013-12-31 | $434,902 |
Participant contributions at beginning of year | 2013-12-31 | $342,022 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $341,028 |
Administrative expenses (other) incurred | 2013-12-31 | $2,347 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $6,418,231 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $24,897,551 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $18,479,320 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $23,654,705 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $17,676,077 |
Interest on participant loans | 2013-12-31 | $13,845 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $807,944 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $461,221 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,843,327 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $-4,033 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $748,941 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $760,213 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | CARON & BLETZER, PLLC |
Accountancy firm EIN | 2013-12-31 | 043499945 |
2012 : CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $5,184,740 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $818,722 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $815,521 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $3,116,354 |
Value of total assets at end of year | 2012-12-31 | $18,479,320 |
Value of total assets at beginning of year | 2012-12-31 | $14,113,302 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $3,201 |
Total interest from all sources | 2012-12-31 | $12,527 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $379,189 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $379,189 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,927,968 |
Participant contributions at end of year | 2012-12-31 | $342,022 |
Participant contributions at beginning of year | 2012-12-31 | $295,956 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $454,818 |
Administrative expenses (other) incurred | 2012-12-31 | $3,201 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $4,366,018 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $18,479,320 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $14,113,302 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $17,676,077 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $13,336,234 |
Interest on participant loans | 2012-12-31 | $12,527 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $461,221 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $481,112 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,670,647 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $6,023 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $733,568 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $815,521 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | CARON & BLETZER, PLLC |
Accountancy firm EIN | 2012-12-31 | 043499945 |
2011 : CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST 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 | $1,874,319 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $473,312 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $471,120 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,447,204 |
Value of total assets at end of year | 2011-12-31 | $14,113,302 |
Value of total assets at beginning of year | 2011-12-31 | $12,712,295 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,192 |
Total interest from all sources | 2011-12-31 | $8,535 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $390,657 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $390,657 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
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 | $1,551,527 |
Participant contributions at end of year | 2011-12-31 | $295,956 |
Participant contributions at beginning of year | 2011-12-31 | $131,513 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $342,115 |
Administrative expenses (other) incurred | 2011-12-31 | $2,192 |
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 | $1,401,007 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $14,113,302 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $12,712,295 |
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 | $13,336,234 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $12,054,503 |
Interest on participant loans | 2011-12-31 | $8,535 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $481,112 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $526,279 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-984,575 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $12,498 |
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 | $553,562 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $471,120 |
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 | CARON & BLETZER, PLLC |
Accountancy firm EIN | 2011-12-31 | 043499945 |
2010 : CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST 2010 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2010-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $0 |
Total transfer of assets from this plan | 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 |
Expenses. Interest paid | 2010-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $3,548,135 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $137,827 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $135,452 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of total corrective distributions | 2010-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,927,433 |
Value of total assets at end of year | 2010-12-31 | $12,712,295 |
Value of total assets at beginning of year | 2010-12-31 | $9,301,987 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $2,375 |
Total income from rents | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $5,562 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $222,607 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $222,607 |
Assets. Real estate other than employer real property at end of year | 2010-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2010-12-31 | $0 |
Administrative expenses professional fees incurred | 2010-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2010-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2010-12-31 | $0 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
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 | $1,233,772 |
Participant contributions at end of year | 2010-12-31 | $131,513 |
Participant contributions at beginning of year | 2010-12-31 | $78,502 |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $233,802 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2010-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $0 |
Other income not declared elsewhere | 2010-12-31 | $0 |
Administrative expenses (other) incurred | 2010-12-31 | $2,375 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $0 |
Total non interest bearing cash at end of year | 2010-12-31 | $0 |
Total non interest bearing cash 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 |
Income. Non cash contributions | 2010-12-31 | $0 |
Value of net income/loss | 2010-12-31 | $3,410,308 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $12,712,295 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $9,301,987 |
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 |
Assets. partnership/joint venture interests at end of year | 2010-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2010-12-31 | $0 |
Investment advisory and management fees | 2010-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $12,054,503 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $8,920,052 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $0 |
Interest on participant loans | 2010-12-31 | $5,562 |
Income. Interest from loans (other than to participants) | 2010-12-31 | $0 |
Interest earned on other investments | 2010-12-31 | $0 |
Income. Interest from US Government securities | 2010-12-31 | $0 |
Income. Interest from corporate debt instruments | 2010-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $526,279 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $303,433 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2010-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2010-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $0 |
Asset value of US Government securities at end of year | 2010-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,375,750 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $16,783 |
Net gain/loss from 103.12 investment entities | 2010-12-31 | $0 |
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 |
Assets. Invements in employer securities at end of year | 2010-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $0 |
Assets. Value of employer real property at end of year | 2010-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2010-12-31 | $0 |
Contributions received in cash from employer | 2010-12-31 | $459,859 |
Employer contributions (assets) at end of year | 2010-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $0 |
Income. Dividends from preferred stock | 2010-12-31 | $0 |
Income. Dividends from common stock | 2010-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $135,452 |
Asset. Corporate debt instrument preferred debt at end of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $0 |
Contract administrator fees | 2010-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2010-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2010-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2010-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2010-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2010-12-31 | $0 |
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 | CARON & BLETZER PLLC |
Accountancy firm EIN | 2010-12-31 | 043499945 |
2009 : CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST 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 |
2022: CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST 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 – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST 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 funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |