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CLELAND SITE PREP, INC. 401(K) PLAN 401k Plan overview

Plan NameCLELAND SITE PREP, INC. 401(K) PLAN
Plan identification number 003

CLELAND SITE PREP, INC. 401(K) 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CLELAND SITE PREP, INC. has sponsored the creation of one or more 401k plans.

Company Name:CLELAND SITE PREP, INC.
Employer identification number (EIN):200246576
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLELAND SITE PREP, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-10-01AVERY CLELAND
0032017-10-01AVERY CLELAND

Plan Statistics for CLELAND SITE PREP, INC. 401(K) PLAN

401k plan membership statisitcs for CLELAND SITE PREP, INC. 401(K) PLAN

Measure Date Value
2022: CLELAND SITE PREP, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01255
Total number of active participants reported on line 7a of the Form 55002022-01-01228
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0120
Total of all active and inactive participants2022-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01248
Number of participants with account balances2022-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: CLELAND SITE PREP, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01188
Total number of active participants reported on line 7a of the Form 55002021-01-01220
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0135
Total of all active and inactive participants2021-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01255
Number of participants with account balances2021-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: CLELAND SITE PREP, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01197
Total number of active participants reported on line 7a of the Form 55002020-01-01174
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0113
Total of all active and inactive participants2020-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01187
Number of participants with account balances2020-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: CLELAND SITE PREP, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01189
Total number of active participants reported on line 7a of the Form 55002019-01-01182
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0115
Total of all active and inactive participants2019-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01197
Number of participants with account balances2019-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: CLELAND SITE PREP, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01170
Total number of active participants reported on line 7a of the Form 55002018-01-01176
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0110
Total of all active and inactive participants2018-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01186
Number of participants with account balances2018-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: CLELAND SITE PREP, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01170
Total number of active participants reported on line 7a of the Form 55002017-10-01167
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-013
Total of all active and inactive participants2017-10-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01170
Number of participants with account balances2017-10-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-012

Financial Data on CLELAND SITE PREP, INC. 401(K) PLAN

Measure Date Value
2022 : CLELAND SITE PREP, INC. 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$379,176
Total of all expenses incurred2022-12-31$193,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$158,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$857,497
Value of total assets at end of year2022-12-31$3,138,211
Value of total assets at beginning of year2022-12-31$2,952,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$34,557
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$3,491
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
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$503,926
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$5,525
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$65,544
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$186,088
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,138,211
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,952,123
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$580
Value of interest in pooled separate accounts at end of year2022-12-31$3,138,211
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,942,866
Net investment gain/loss from pooled separate accounts2022-12-31$-478,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$288,027
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$3,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$158,531
Contract administrator fees2022-12-31$30,486
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 name2022-12-31HANCOCK ASKEW & CO., LLP
Accountancy firm EIN2022-12-31580662558
2021 : CLELAND SITE PREP, INC. 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,038,730
Total of all expenses incurred2021-12-31$159,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$100,437
Value of total corrective distributions2021-12-31$32,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$719,682
Value of total assets at end of year2021-12-31$2,952,123
Value of total assets at beginning of year2021-12-31$2,072,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$27,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$720
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$425,537
Participant contributions at end of year2021-12-31$5,525
Participant contributions at beginning of year2021-12-31$3,472
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$49,265
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$879,172
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,952,123
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,072,951
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$507
Value of interest in pooled separate accounts at end of year2021-12-31$2,942,866
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,069,479
Net investment gain/loss from pooled separate accounts2021-12-31$319,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$244,880
Employer contributions (assets) at end of year2021-12-31$3,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$100,437
Contract administrator fees2021-12-31$25,843
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 name2021-12-31HANCOCK ASKEW & CO., LLP
Accountancy firm EIN2021-12-31580662558
2020 : CLELAND SITE PREP, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$740,295
Total of all expenses incurred2020-12-31$149,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$128,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$480,737
Value of total assets at end of year2020-12-31$2,072,951
Value of total assets at beginning of year2020-12-31$1,481,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$20,244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$2,080
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$401,939
Participant contributions at end of year2020-12-31$3,472
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$5,653
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$591,116
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,072,951
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,481,835
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$339
Value of interest in pooled separate accounts at end of year2020-12-31$2,069,479
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,481,835
Net investment gain/loss from pooled separate accounts2020-12-31$259,558
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$73,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$128,935
Contract administrator fees2020-12-31$17,825
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 name2020-12-31HANCOCK ASKEW & CO., LLP
Accountancy firm EIN2020-12-31580662558
2019 : CLELAND SITE PREP, INC. 401(K) PLAN 2019 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,100
Total income from all sources (including contributions)2019-12-31$848,071
Total of all expenses incurred2019-12-31$80,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$66,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$657,867
Value of total assets at end of year2019-12-31$1,481,835
Value of total assets at beginning of year2019-12-31$716,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,934
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$1,920
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$424,342
Participant contributions at beginning of year2019-12-31$34
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,968
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$2,100
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$767,690
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,481,835
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$714,145
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$221
Value of interest in pooled separate accounts at end of year2019-12-31$1,481,835
Value of interest in pooled separate accounts at beginning of year2019-12-31$716,211
Net investment gain/loss from pooled separate accounts2019-12-31$190,204
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$230,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$66,447
Contract administrator fees2019-12-31$11,793
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 name2019-12-31HANCOCK ASKEW & CO., LLP
Accountancy firm EIN2019-12-31580662558
2018 : CLELAND SITE PREP, INC. 401(K) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,100
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$29,766
Total income from all sources (including contributions)2018-12-31$572,010
Total of all expenses incurred2018-12-31$31,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$20,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$623,433
Value of total assets at end of year2018-12-31$716,245
Value of total assets at beginning of year2018-12-31$203,509
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$11,240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$322,118
Participant contributions at end of year2018-12-31$34
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$205,385
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$2,100
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$29,766
Other income not declared elsewhere2018-12-31$139
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
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$540,402
Value of net assets at end of year (total assets less liabilities)2018-12-31$714,145
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$173,743
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 pooled separate accounts at end of year2018-12-31$716,211
Value of interest in pooled separate accounts at beginning of year2018-12-31$203,509
Net investment gain/loss from pooled separate accounts2018-12-31$-51,562
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$95,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$20,368
Contract administrator fees2018-12-31$11,240
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 name2018-12-31HANCOCK ASKEW & CO., LLP
Accountancy firm EIN2018-12-31580662558
2017 : CLELAND SITE PREP, INC. 401(K) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$29,766
Total income from all sources (including contributions)2017-12-31$173,747
Total of all expenses incurred2017-12-31$4
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$172,257
Value of total assets at end of year2017-12-31$203,509
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$108,216
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$28,335
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$29,766
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$173,743
Value of net assets at end of year (total assets less liabilities)2017-12-31$173,743
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 pooled separate accounts at end of year2017-12-31$203,509
Net investment gain/loss from pooled separate accounts2017-12-31$1,490
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$35,706
Contract administrator fees2017-12-31$4
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 name2017-12-31HANCOCK ASKEW & CO., LLP
Accountancy firm EIN2017-12-31580662558

Form 5500 Responses for CLELAND SITE PREP, INC. 401(K) PLAN

2022: CLELAND SITE PREP, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CLELAND SITE PREP, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CLELAND SITE PREP, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CLELAND SITE PREP, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CLELAND SITE PREP, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CLELAND SITE PREP, INC. 401(K) PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01First time form 5500 has been submittedYes
2017-10-01Submission has been amendedYes
2017-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number131637
Policy instance 1
Insurance contract or identification number131637
Number of Individuals Covered125
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $14,441
Total amount of fees paid to insurance companyUSD $4,938
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,441
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?7
Amount paid for insurance broker fees4938
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number131637
Policy instance 1
Insurance contract or identification number131637
Number of Individuals Covered141
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $12,331
Total amount of fees paid to insurance companyUSD $1,956
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,331
Additional information about fees paid to insurance brokerINVESTMENT ADVISOR
Insurance broker organization code?7
Amount paid for insurance broker fees1956
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number131637
Policy instance 1
Insurance contract or identification number131637
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $8,252
Total amount of fees paid to insurance companyUSD $2,907
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,252
Additional information about fees paid to insurance brokerINVESTMENT ADVISOR
Insurance broker organization code?7
Amount paid for insurance broker fees2907
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number131637
Policy instance 1
Insurance contract or identification number131637
Number of Individuals Covered110
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $5,157
Total amount of fees paid to insurance companyUSD $2,443
Commission paid to Insurance BrokerUSD $5,157
Additional information about fees paid to insurance brokerINVESTMENT ADVISOR
Insurance broker organization code?7
Amount paid for insurance broker fees2437
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number131637
Policy instance 1
Insurance contract or identification number131637
Number of Individuals Covered93
Insurance policy start date2017-10-31
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $28
Total amount of fees paid to insurance companyUSD $604
Amount paid for insurance broker fees604
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $28
Insurance broker nameDEMPSEY LORD SMITH, LLC

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