401k Plan data: B&E 401(K) PLAN plan

B&E 401(K) PLAN 401k Plan overview

Plan Name	B&E 401(K) PLAN
Plan identification number	001

B&E 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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

B&E RESOURCES, LLC has sponsored the creation of one or more 401k plans.

Company Name: B&E RESOURCES, LLC

Employer identification number (EIN): 200870140

NAIC Classification: 237990
NAIC Description: Other Heavy and Civil Engineering Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan B&E 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 LEAH WEBSTER 2022-10-17
001 2020-01-01 BILLY EMFINGER 2022-02-01
001 2019-01-01 SHERRI FRUGE' 2020-10-09
001 2018-01-01 SHERRI FRUGE 2020-01-31
001 2017-01-01 DENNIS D'AQUIN 2019-10-03
001 2016-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-01-01	LEAH WEBSTER	2022-10-17
001	2020-01-01	BILLY EMFINGER	2022-02-01
001	2019-01-01	SHERRI FRUGE'	2020-10-09
001	2018-01-01	SHERRI FRUGE	2020-01-31
001	2017-01-01	DENNIS D'AQUIN	2019-10-03
001	2016-01-01

Plan Statistics for B&E 401(K) PLAN

401k plan membership statisitcs for B&E 401(K) PLAN

Measure Date Value
2021: B&E 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 503
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 382
Number of retired or separated participants receiving benefits 2021-01-01 20
Number of other retired or separated participants entitled to future benefits 2021-01-01 59
Total of all active and inactive participants 2021-01-01 461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 461
Number of participants with account balances 2021-01-01 172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 13
2020: B&E 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 698
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 254
Number of retired or separated participants receiving benefits 2020-01-01 17
Number of other retired or separated participants entitled to future benefits 2020-01-01 73
Total of all active and inactive participants 2020-01-01 344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 344
Number of participants with account balances 2020-01-01 185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 46
2019: B&E 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 740
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 511
Number of retired or separated participants receiving benefits 2019-01-01 18
Number of other retired or separated participants entitled to future benefits 2019-01-01 79
Total of all active and inactive participants 2019-01-01 608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 608
Number of participants with account balances 2019-01-01 250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: B&E 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 533
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 590
Number of retired or separated participants receiving benefits 2018-01-01 9
Number of other retired or separated participants entitled to future benefits 2018-01-01 41
Total of all active and inactive participants 2018-01-01 640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 640
Number of participants with account balances 2018-01-01 182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: B&E 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 403
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 389
Number of retired or separated participants receiving benefits 2017-01-01 8
Number of other retired or separated participants entitled to future benefits 2017-01-01 35
Total of all active and inactive participants 2017-01-01 432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 432
Number of participants with account balances 2017-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: B&E 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 260
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 260
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 24
Total of all active and inactive participants 2016-01-01 285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 285
Number of participants with account balances 2016-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2021: B&E 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	503
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	382
Number of retired or separated participants receiving benefits	2021-01-01	20
Number of other retired or separated participants entitled to future benefits	2021-01-01	59
Total of all active and inactive participants	2021-01-01	461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	461
Number of participants with account balances	2021-01-01	172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	13
2020: B&E 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	698
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	254
Number of retired or separated participants receiving benefits	2020-01-01	17
Number of other retired or separated participants entitled to future benefits	2020-01-01	73
Total of all active and inactive participants	2020-01-01	344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	344
Number of participants with account balances	2020-01-01	185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	46
2019: B&E 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	740
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	511
Number of retired or separated participants receiving benefits	2019-01-01	18
Number of other retired or separated participants entitled to future benefits	2019-01-01	79
Total of all active and inactive participants	2019-01-01	608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	608
Number of participants with account balances	2019-01-01	250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: B&E 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	533
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	590
Number of retired or separated participants receiving benefits	2018-01-01	9
Number of other retired or separated participants entitled to future benefits	2018-01-01	41
Total of all active and inactive participants	2018-01-01	640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	640
Number of participants with account balances	2018-01-01	182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: B&E 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	403
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	389
Number of retired or separated participants receiving benefits	2017-01-01	8
Number of other retired or separated participants entitled to future benefits	2017-01-01	35
Total of all active and inactive participants	2017-01-01	432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	432
Number of participants with account balances	2017-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: B&E 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	260
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	260
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	24
Total of all active and inactive participants	2016-01-01	285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	285
Number of participants with account balances	2016-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on B&E 401(K) PLAN

Measure	Date	Value
2021 : B&E 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,207,980
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,269,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,201,611
Expenses. Certain deemed distributions of participant loans	2021-12-31	$8,452
Value of total corrective distributions	2021-12-31	$49,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$616,418
Value of total assets at end of year	2021-12-31	$4,529,926
Value of total assets at beginning of year	2021-12-31	$4,591,905
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$10,590
Total interest from all sources	2021-12-31	$10,990
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$450,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$475,602
Participant contributions at end of year	2021-12-31	$243,968
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$140,816
Other income not declared elsewhere	2021-12-31	$2,348
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$-61,979
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,529,926
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,591,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$3,961,167
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$4,054,568
Interest on participant loans	2021-12-31	$10,990
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$324,791
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$537,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$578,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,201,611
Contract administrator fees	2021-12-31	$10,590
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	POSTLETHWAITE & NETTERVILLE, APAC
Accountancy firm EIN	2021-12-31	721202445
2020 : B&E 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$1,286,386
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,156,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,142,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$797,430
Value of total assets at end of year	2020-12-31	$4,591,905
Value of total assets at beginning of year	2020-12-31	$4,462,255
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$13,989
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,100
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$446,225
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$631,084
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$13,027
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$129,650
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,591,905
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,462,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$4,054,568
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$4,050,725
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$537,337
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$411,530
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$487,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$153,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,142,747
Contract administrator fees	2020-12-31	$13,989
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	POSTLETHWAITE & NETTERVILLE, APAC
Accountancy firm EIN	2020-12-31	721202445
2019 : B&E 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$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	$2,329,570
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$757,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$743,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,660,997
Value of total assets at end of year	2019-12-31	$4,462,255
Value of total assets at beginning of year	2019-12-31	$2,889,725
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$13,953
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$288,972
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$952,059
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$139,678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,572,530
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,462,255
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,889,725
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$4,050,725
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,477,432
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$411,530
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$412,293
Net investment gain/loss from pooled separate accounts	2019-12-31	$668,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$569,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$743,087
Contract administrator fees	2019-12-31	$13,953
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	POSTLETHWAITE & NETTERVILLE, APAC
Accountancy firm EIN	2019-12-31	721202445
2018 : B&E 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$1,272,948
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$251,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$236,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,524,199
Value of total assets at end of year	2018-12-31	$2,889,725
Value of total assets at beginning of year	2018-12-31	$1,867,860
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$14,809
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$200,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$719,216
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$389,895
Administrative expenses (other) incurred	2018-12-31	$10,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$1,021,865
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,889,725
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,867,860
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$2,477,432
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$1,605,578
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$412,293
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$262,282
Net investment gain/loss from pooled separate accounts	2018-12-31	$-251,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$415,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$236,274
Contract administrator fees	2018-12-31	$4,809
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	POSTLETHWAITE & NETTERVILLE, APAC
Accountancy firm EIN	2018-12-31	721202445
2017 : B&E 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$1,188,548
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$243,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$238,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,019,590
Value of total assets at end of year	2017-12-31	$1,867,860
Value of total assets at beginning of year	2017-12-31	$922,822
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$5,403
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$200,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$602,339
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$76,922
Other income not declared elsewhere	2017-12-31	$-10,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$945,038
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,867,860
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$922,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$1,605,578
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$749,490
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$262,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$173,332
Net investment gain/loss from pooled separate accounts	2017-12-31	$178,958
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$340,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$238,107
Contract administrator fees	2017-12-31	$5,403
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	POSTLETHWAITE & NETTERVILLE, APAC
Accountancy firm EIN	2017-12-31	721202445
2016 : B&E 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$971,017
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$48,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$45,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$941,525
Value of total assets at end of year	2016-12-31	$922,822
Value of total assets at beginning of year	2016-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,999
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$200,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$497,055
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$157,465
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$922,822
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$922,822
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$749,490
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$173,332
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$0
Net investment gain/loss from pooled separate accounts	2016-12-31	$29,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$287,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$45,196
Contract administrator fees	2016-12-31	$2,999
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	POSTLETHWAITE & NETTERVILLE, APAC
Accountancy firm EIN	2016-12-31	721202445

Form 5500 Responses for B&E 401(K) PLAN

2021: B&E 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: B&E 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: B&E 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: B&E 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: B&E 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: B&E 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	First time form 5500 has been submitted	Yes
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

838946

Policy instance

Insurance contract or identification number	838946
Number of Individuals Covered	172
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $20,267
Total amount of fees paid to insurance company	USD $2,167
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $14,601
Insurance broker organization code?	3
Amount paid for insurance broker fees	2167
Additional information about fees paid to insurance broker	ADMINISTRATION

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

838946

Policy instance

Insurance contract or identification number	838946
Number of Individuals Covered	185
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $21,582
Total amount of fees paid to insurance company	USD $2,072
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $9,343
Insurance broker organization code?	4
Amount paid for insurance broker fees	2072
Additional information about fees paid to insurance broker	ADMINISTRATION

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

838946

Policy instance

Insurance contract or identification number	838946
Number of Individuals Covered	250
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $14,210
Total amount of fees paid to insurance company	USD $1,675
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $5,935
Insurance broker organization code?	4
Amount paid for insurance broker fees	1675
Additional information about fees paid to insurance broker	ADMINISTRATION

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

838946

Policy instance

Insurance contract or identification number	838946
Number of Individuals Covered	181
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $11,883
Total amount of fees paid to insurance company	USD $804
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $5,230
Insurance broker organization code?	4
Amount paid for insurance broker fees	804
Additional information about fees paid to insurance broker	ADMINISTRATION

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

838946

Policy instance

Insurance contract or identification number	838946
Number of Individuals Covered	134
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $7,910
Total amount of fees paid to insurance company	USD $690
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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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Company Name:	B&E RESOURCES, LLC
Employer identification number (EIN):	200870140
NAIC Classification:	237990
NAIC Description:	Other Heavy and Civil Engineering Construction