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LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN 401k Plan overview

Plan NameLIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN
Plan identification number 001

LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

LIMBACH FACILITY SERVICES LLC has sponsored the creation of one or more 401k plans.

Company Name:LIMBACH FACILITY SERVICES LLC
Employer identification number (EIN):161622730
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Additional information about LIMBACH FACILITY SERVICES LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3555585

More information about LIMBACH FACILITY SERVICES LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CRISTINE LEIFHEIT
0012016-01-01CRISTINE LEIFHEIT
0012015-01-01MARC HOOGSTRATEN
0012014-01-01MARC HOOGSTRATEN
0012013-01-01MARC HOOGSTRATEN
0012012-01-01MARC HOOGSTRATEN
0012011-01-01MARC HOOGSTRATEN
0012010-01-01MARC HOOGSTRATEN MARC HOOGSTRATEN2011-10-14
0012009-01-01MARC HOOGSTRATEN

Plan Statistics for LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN

401k plan membership statisitcs for LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN

Measure Date Value
2022: LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,093
Total number of active participants reported on line 7a of the Form 55002022-01-01787
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01310
Total of all active and inactive participants2022-01-011,097
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,097
Number of participants with account balances2022-01-01847
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,105
Total number of active participants reported on line 7a of the Form 55002021-01-01773
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01320
Total of all active and inactive participants2021-01-011,093
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,093
Number of participants with account balances2021-01-01826
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,190
Total number of active participants reported on line 7a of the Form 55002020-01-01767
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01295
Total of all active and inactive participants2020-01-011,062
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,062
Number of participants with account balances2020-01-01830
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,078
Total number of active participants reported on line 7a of the Form 55002019-01-01935
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01218
Total of all active and inactive participants2019-01-011,153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,153
Number of participants with account balances2019-01-01848
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01946
Total number of active participants reported on line 7a of the Form 55002018-01-01834
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01205
Total of all active and inactive participants2018-01-011,039
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,039
Number of participants with account balances2018-01-01776
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01880
Total number of active participants reported on line 7a of the Form 55002017-01-01726
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01190
Total of all active and inactive participants2017-01-01916
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01916
Number of participants with account balances2017-01-01690
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01673
Total number of active participants reported on line 7a of the Form 55002016-01-01678
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01172
Total of all active and inactive participants2016-01-01850
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01850
Number of participants with account balances2016-01-01635
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01646
Total number of active participants reported on line 7a of the Form 55002015-01-01483
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01168
Total of all active and inactive participants2015-01-01651
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01651
Number of participants with account balances2015-01-01543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01612
Total number of active participants reported on line 7a of the Form 55002014-01-01443
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01177
Total of all active and inactive participants2014-01-01620
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01620
Number of participants with account balances2014-01-01528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01548
Total number of active participants reported on line 7a of the Form 55002013-01-01436
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01161
Total of all active and inactive participants2013-01-01597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01597
Number of participants with account balances2013-01-01511
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01538
Total number of active participants reported on line 7a of the Form 55002012-01-01389
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01144
Total of all active and inactive participants2012-01-01533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01533
Number of participants with account balances2012-01-01467
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01494
Total number of active participants reported on line 7a of the Form 55002011-01-01388
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01138
Total of all active and inactive participants2011-01-01526
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01526
Number of participants with account balances2011-01-01465
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01486
Total number of active participants reported on line 7a of the Form 55002010-01-01349
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01137
Total of all active and inactive participants2010-01-01486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01486
Number of participants with account balances2010-01-01439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01488
Total number of active participants reported on line 7a of the Form 55002009-01-01346
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01134
Total of all active and inactive participants2009-01-01480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01480
Number of participants with account balances2009-01-01441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN

Measure Date Value
2022 : LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,045,257
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$9,604,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,571,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$9,546,192
Value of total assets at end of year2022-12-31$73,830,707
Value of total assets at beginning of year2022-12-31$87,480,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$32,673
Total interest from all sources2022-12-31$58,475
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$858,765
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$858,765
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,707,349
Participant contributions at end of year2022-12-31$1,256,978
Participant contributions at beginning of year2022-12-31$1,330,806
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,408,182
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-13,649,855
Value of net assets at end of year (total assets less liabilities)2022-12-31$73,830,707
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$87,480,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$26,773
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$61,772,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$75,365,887
Value of interest in pooled separate accounts at end of year2022-12-31$10,800,923
Value of interest in pooled separate accounts at beginning of year2022-12-31$10,783,869
Interest on participant loans2022-12-31$58,475
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-14,737,602
Net investment gain/loss from pooled separate accounts2022-12-31$228,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,430,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,571,925
Contract administrator fees2022-12-31$5,900
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BDO USA, P.C.
Accountancy firm EIN2022-12-31135381590
2021 : LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$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$18,687,680
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$9,456,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,412,302
Value of total corrective distributions2021-12-31$6,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,867,748
Value of total assets at end of year2021-12-31$87,480,562
Value of total assets at beginning of year2021-12-31$78,249,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$36,954
Total interest from all sources2021-12-31$62,658
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,667,162
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,667,162
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,360,800
Participant contributions at end of year2021-12-31$1,330,806
Participant contributions at beginning of year2021-12-31$1,386,238
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,279,687
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$9,231,514
Value of net assets at end of year (total assets less liabilities)2021-12-31$87,480,562
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$78,249,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$27,388
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$75,365,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$64,953,243
Value of interest in pooled separate accounts at end of year2021-12-31$10,783,869
Value of interest in pooled separate accounts at beginning of year2021-12-31$11,909,567
Interest on participant loans2021-12-31$62,658
Net investment gain/loss from pooled separate accounts2021-12-31$190,636
Net gain/loss from 103.12 investment entities2021-12-31$8,899,476
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,227,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,412,302
Contract administrator fees2021-12-31$9,566
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$17,213,143
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,838,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,794,738
Value of total corrective distributions2020-12-31$7,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,417,766
Value of total assets at end of year2020-12-31$78,249,048
Value of total assets at beginning of year2020-12-31$67,874,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$35,783
Total interest from all sources2020-12-31$83,425
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$799,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$799,031
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,430,977
Participant contributions at end of year2020-12-31$1,386,238
Participant contributions at beginning of year2020-12-31$1,552,678
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$701,026
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$10,374,671
Value of net assets at end of year (total assets less liabilities)2020-12-31$78,249,048
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$67,874,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$25,276
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$64,953,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$54,387,942
Value of interest in pooled separate accounts at end of year2020-12-31$11,909,567
Value of interest in pooled separate accounts at beginning of year2020-12-31$11,933,757
Interest on participant loans2020-12-31$83,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,673,329
Net investment gain/loss from pooled separate accounts2020-12-31$239,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,285,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,794,738
Contract administrator fees2020-12-31$10,507
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$19,543,235
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,117,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,070,043
Value of total corrective distributions2019-12-31$3,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,489,747
Value of total assets at end of year2019-12-31$67,874,377
Value of total assets at beginning of year2019-12-31$53,448,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$43,721
Total interest from all sources2019-12-31$72,043
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$895,801
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$895,801
Administrative expenses professional fees incurred2019-12-31$8,000
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,254,051
Participant contributions at end of year2019-12-31$1,552,678
Participant contributions at beginning of year2019-12-31$1,121,153
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,937,121
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$14,425,529
Value of net assets at end of year (total assets less liabilities)2019-12-31$67,874,377
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$53,448,848
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$25,275
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$54,387,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$42,784,911
Value of interest in pooled separate accounts at end of year2019-12-31$11,933,757
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,542,784
Interest on participant loans2019-12-31$72,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,838,367
Net investment gain/loss from pooled separate accounts2019-12-31$247,277
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,298,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,070,043
Contract administrator fees2019-12-31$10,446
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO
Accountancy firm EIN2019-12-31135381590
2018 : LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$3,477,296
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,426,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,376,103
Value of total corrective distributions2018-12-31$3,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,436,637
Value of total assets at end of year2018-12-31$53,448,848
Value of total assets at beginning of year2018-12-31$57,398,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$47,216
Total interest from all sources2018-12-31$51,860
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$726,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$726,558
Administrative expenses professional fees incurred2018-12-31$13,645
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,725,402
Participant contributions at end of year2018-12-31$1,121,153
Participant contributions at beginning of year2018-12-31$983,382
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$689,303
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,949,427
Value of net assets at end of year (total assets less liabilities)2018-12-31$53,448,848
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$57,398,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$42,784,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$46,567,203
Value of interest in pooled separate accounts at end of year2018-12-31$9,542,784
Value of interest in pooled separate accounts at beginning of year2018-12-31$9,847,690
Interest on participant loans2018-12-31$51,860
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,936,562
Net investment gain/loss from pooled separate accounts2018-12-31$198,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,021,932
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,376,103
Contract administrator fees2018-12-31$33,571
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BDO
Accountancy firm EIN2018-12-31135381590
2017 : LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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$13,305,252
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,131,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,088,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,035,379
Value of total assets at end of year2017-12-31$57,398,275
Value of total assets at beginning of year2017-12-31$48,224,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$43,080
Total interest from all sources2017-12-31$40,339
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$596,256
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$596,256
Administrative expenses professional fees incurred2017-12-31$13,430
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,288,414
Participant contributions at end of year2017-12-31$983,382
Participant contributions at beginning of year2017-12-31$973,477
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$987,166
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$9,173,461
Value of net assets at end of year (total assets less liabilities)2017-12-31$57,398,275
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$48,224,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$46,567,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$37,474,886
Value of interest in pooled separate accounts at end of year2017-12-31$9,847,690
Value of interest in pooled separate accounts at beginning of year2017-12-31$9,776,451
Interest on participant loans2017-12-31$40,339
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,453,880
Net investment gain/loss from pooled separate accounts2017-12-31$179,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,759,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,088,711
Contract administrator fees2017-12-31$29,650
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BDO
Accountancy firm EIN2017-12-31135381590
2016 : LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
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$8,479,877
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,591,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,561,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,946,861
Value of total assets at end of year2016-12-31$48,224,814
Value of total assets at beginning of year2016-12-31$43,336,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$29,597
Total interest from all sources2016-12-31$39,338
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$534,768
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$534,768
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,851,634
Participant contributions at end of year2016-12-31$973,477
Participant contributions at beginning of year2016-12-31$917,726
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$574,839
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,888,607
Value of net assets at end of year (total assets less liabilities)2016-12-31$48,224,814
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$43,336,207
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$37,474,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$33,373,526
Value of interest in pooled separate accounts at end of year2016-12-31$9,776,451
Value of interest in pooled separate accounts at beginning of year2016-12-31$9,044,579
Interest on participant loans2016-12-31$39,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$376
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$376
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,806,792
Net investment gain/loss from pooled separate accounts2016-12-31$152,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,520,388
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,561,673
Contract administrator fees2016-12-31$29,597
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BDO
Accountancy firm EIN2016-12-31135381590
2015 : LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$3,777,897
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,199,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,155,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,939,136
Value of total assets at end of year2015-12-31$43,336,207
Value of total assets at beginning of year2015-12-31$43,757,355
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$44,045
Total interest from all sources2015-12-31$37,453
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$460,683
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$460,683
Administrative expenses professional fees incurred2015-12-31$12,388
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,373,740
Participant contributions at end of year2015-12-31$917,726
Participant contributions at beginning of year2015-12-31$846,561
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$312,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-421,148
Value of net assets at end of year (total assets less liabilities)2015-12-31$43,336,207
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$43,757,355
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$33,373,526
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$33,577,613
Value of interest in pooled separate accounts at end of year2015-12-31$9,044,579
Value of interest in pooled separate accounts at beginning of year2015-12-31$9,333,181
Interest on participant loans2015-12-31$37,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$376
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-816,734
Net investment gain/loss from pooled separate accounts2015-12-31$157,359
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,252,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,155,000
Contract administrator fees2015-12-31$31,657
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BDO
Accountancy firm EIN2015-12-31135381590
2014 : LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$6,115,495
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,365,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,309,048
Expenses. Certain deemed distributions of participant loans2014-12-31$4,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,935,425
Value of total assets at end of year2014-12-31$43,757,355
Value of total assets at beginning of year2014-12-31$42,007,280
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$51,656
Total interest from all sources2014-12-31$34,997
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$469,929
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$469,929
Administrative expenses professional fees incurred2014-12-31$23,280
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,270,922
Participant contributions at end of year2014-12-31$846,561
Participant contributions at beginning of year2014-12-31$896,168
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$483,576
Administrative expenses (other) incurred2014-12-31$623
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,750,075
Value of net assets at end of year (total assets less liabilities)2014-12-31$43,757,355
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$42,007,280
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$33,577,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$31,830,053
Value of interest in pooled separate accounts at end of year2014-12-31$9,333,181
Value of interest in pooled separate accounts at beginning of year2014-12-31$9,281,059
Interest on participant loans2014-12-31$34,997
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,574,173
Net investment gain/loss from pooled separate accounts2014-12-31$100,971
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,180,927
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,309,048
Contract administrator fees2014-12-31$27,753
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BDO
Accountancy firm EIN2014-12-31135381590
2013 : LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$9,901,464
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,676,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,646,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,580,982
Value of total assets at end of year2013-12-31$42,007,280
Value of total assets at beginning of year2013-12-31$36,782,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$30,074
Total interest from all sources2013-12-31$33,565
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$380,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$380,039
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,168,490
Participant contributions at end of year2013-12-31$896,168
Participant contributions at beginning of year2013-12-31$685,413
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$286,743
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,224,874
Value of net assets at end of year (total assets less liabilities)2013-12-31$42,007,280
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$36,782,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$31,830,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$27,087,354
Value of interest in pooled separate accounts at end of year2013-12-31$9,281,059
Value of interest in pooled separate accounts at beginning of year2013-12-31$9,009,639
Interest on participant loans2013-12-31$33,565
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,764,830
Net investment gain/loss from pooled separate accounts2013-12-31$142,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,125,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,646,516
Contract administrator fees2013-12-31$30,074
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ALPERN ROSENTHAL
Accountancy firm EIN2013-12-31251724342
2012 : LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$7,327,697
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$5,134,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,082,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,490,045
Value of total assets at end of year2012-12-31$36,782,406
Value of total assets at beginning of year2012-12-31$34,589,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$52,254
Total interest from all sources2012-12-31$28,992
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$462,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$462,611
Administrative expenses professional fees incurred2012-12-31$22,640
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,202,913
Participant contributions at end of year2012-12-31$685,413
Participant contributions at beginning of year2012-12-31$760,615
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$214,174
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,192,925
Value of net assets at end of year (total assets less liabilities)2012-12-31$36,782,406
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$34,589,481
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$27,087,354
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$25,285,462
Value of interest in pooled separate accounts at end of year2012-12-31$9,009,639
Value of interest in pooled separate accounts at beginning of year2012-12-31$8,543,404
Interest on participant loans2012-12-31$28,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,172,329
Net investment gain/loss from pooled separate accounts2012-12-31$173,720
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,072,958
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,082,518
Contract administrator fees2012-12-31$29,614
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ALPERN ROSENTHAL
Accountancy firm EIN2012-12-31251724342
2011 : LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$2,885,015
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,346,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,325,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,439,556
Value of total assets at end of year2011-12-31$34,589,481
Value of total assets at beginning of year2011-12-31$34,050,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$20,785
Total interest from all sources2011-12-31$31,652
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$419,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$419,040
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,291,650
Participant contributions at end of year2011-12-31$760,615
Participant contributions at beginning of year2011-12-31$653,229
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$79,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$538,996
Value of net assets at end of year (total assets less liabilities)2011-12-31$34,589,481
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$34,050,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$25,285,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$25,841,957
Value of interest in pooled separate accounts at end of year2011-12-31$8,543,404
Value of interest in pooled separate accounts at beginning of year2011-12-31$7,555,299
Interest on participant loans2011-12-31$31,652
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,191,978
Net investment gain/loss from pooled separate accounts2011-12-31$186,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,067,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,325,234
Contract administrator fees2011-12-31$20,785
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ALPERN ROSENTHAL
Accountancy firm EIN2011-12-31251724342
2010 : LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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
Total income from all sources (including contributions)2010-12-31$6,780,934
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,187,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,173,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,507,256
Value of total assets at end of year2010-12-31$34,050,485
Value of total assets at beginning of year2010-12-31$29,457,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$14,213
Total interest from all sources2010-12-31$33,900
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$402,006
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$402,006
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,231,747
Participant contributions at end of year2010-12-31$653,229
Participant contributions at beginning of year2010-12-31$619,680
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$234,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,593,083
Value of net assets at end of year (total assets less liabilities)2010-12-31$34,050,485
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$29,457,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$25,841,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$22,163,290
Value of interest in pooled separate accounts at end of year2010-12-31$7,555,299
Value of interest in pooled separate accounts at beginning of year2010-12-31$6,674,432
Interest on participant loans2010-12-31$33,900
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,707,358
Net investment gain/loss from pooled separate accounts2010-12-31$130,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,041,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,173,638
Contract administrator fees2010-12-31$14,213
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ALPERN ROSENTHAL
Accountancy firm EIN2010-12-31251724342
2009 : LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN

2022: LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered847
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered826
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered830
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered848
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered776
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered690
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered543
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered528
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered511
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered467
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered465
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered439
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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