401k Plan data: SCJ ALLIANCE CONSULTING SERVICES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST plan

SCJ ALLIANCE CONSULTING SERVICES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 401k Plan overview

Plan Name	SCJ ALLIANCE CONSULTING SERVICES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Plan identification number	002

SCJ ALLIANCE CONSULTING SERVICES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Stock bonus
ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
The employer maintaining this ESOP is an S Corporation
Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

SHEA CARR & JEWELL INC DBA SCJ ALLIANCE has sponsored the creation of one or more 401k plans.

Company Name: SHEA CARR & JEWELL INC DBA SCJ ALLIANCE

Employer identification number (EIN): 204834444

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCJ ALLIANCE CONSULTING SERVICES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2024-01-01 MISTY MANZANARES
002 2023-01-01
002 2023-01-01 MELISSA OUM
002 2022-01-01
002 2022-01-01 HEATHER SEAGO
002 2021-01-01
002 2021-01-01 LISA HICKS
002 2020-01-01
002 2019-01-01
002 2018-01-01

Plan Statistics for SCJ ALLIANCE CONSULTING SERVICES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

401k plan membership statisitcs for SCJ ALLIANCE CONSULTING SERVICES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure Date Value
2023: SCJ ALLIANCE CONSULTING SERVICES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 116
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 19
Total of all active and inactive participants 2023-01-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 1
Total participants 2023-01-01 136
Number of participants with account balances 2023-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 11
2022: SCJ ALLIANCE CONSULTING SERVICES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 107
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 14
Total of all active and inactive participants 2022-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 3
Total participants 2022-01-01 124
Number of participants with account balances 2022-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 7
2021: SCJ ALLIANCE CONSULTING SERVICES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 88
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 19
Total of all active and inactive participants 2021-01-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 107
Number of participants with account balances 2021-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 18
2020: SCJ ALLIANCE CONSULTING SERVICES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 87
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 94
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 7
Total of all active and inactive participants 2020-01-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 101
Number of participants with account balances 2020-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 5
2019: SCJ ALLIANCE CONSULTING SERVICES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 74
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 75
Number of participants with account balances 2019-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SCJ ALLIANCE CONSULTING SERVICES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 81
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 72
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 72
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2023: SCJ ALLIANCE CONSULTING SERVICES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	116
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	19
Total of all active and inactive participants	2023-01-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	1
Total participants	2023-01-01	136
Number of participants with account balances	2023-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	11
2022: SCJ ALLIANCE CONSULTING SERVICES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	107
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	14
Total of all active and inactive participants	2022-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	3
Total participants	2022-01-01	124
Number of participants with account balances	2022-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	7
2021: SCJ ALLIANCE CONSULTING SERVICES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	88
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	19
Total of all active and inactive participants	2021-01-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	107
Number of participants with account balances	2021-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	18
2020: SCJ ALLIANCE CONSULTING SERVICES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	87
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	94
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	7
Total of all active and inactive participants	2020-01-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	101
Number of participants with account balances	2020-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	5
2019: SCJ ALLIANCE CONSULTING SERVICES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	74
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	75
Number of participants with account balances	2019-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SCJ ALLIANCE CONSULTING SERVICES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	81
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	72
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	72
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on SCJ ALLIANCE CONSULTING SERVICES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure	Date	Value
2023 : SCJ ALLIANCE CONSULTING SERVICES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2023-12-31	$343,200
Total unrealized appreciation/depreciation of assets	2023-12-31	$343,200
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$2,057,453
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$2,170,185
Expenses. Interest paid	2023-12-31	$48,627
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2023-12-31	$48,627
Total income from all sources (including contributions)	2023-12-31	$549,517
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$93,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$44,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$206,004
Value of total assets at end of year	2023-12-31	$3,276,000
Value of total assets at beginning of year	2023-12-31	$2,932,800
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$313
Total interest from all sources	2023-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$100,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-12-31	$2,057,453
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-12-31	$2,170,185
Other income not declared elsewhere	2023-12-31	$313
Administrative expenses (other) incurred	2023-12-31	$313
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$455,932
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$1,218,547
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$762,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Assets. Invements in employer securities at end of year	2023-12-31	$3,276,000
Assets. Invements in employer securities at beginning of year	2023-12-31	$2,932,800
Contributions received in cash from employer	2023-12-31	$206,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$44,645
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	STAMBAUGH NESS, INC.
Accountancy firm EIN	2023-12-31	232846715
Unrealized appreciation/depreciation of other (non real estate) assets	2023-01-01	$343,200
Total unrealized appreciation/depreciation of assets	2023-01-01	$343,200
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$2,057,453
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$2,170,185
Total income from all sources (including contributions)	2023-01-01	$549,517
Total loss/gain on sale of assets	2023-01-01	$0
Total of all expenses incurred	2023-01-01	$93,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$44,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$206,004
Value of total assets at end of year	2023-01-01	$3,276,000
Value of total assets at beginning of year	2023-01-01	$2,932,800
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$313
Total interest from all sources	2023-01-01	$0
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$100,000
If this is an individual account plan, was there a blackout period	2023-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-01-01	$2,057,453
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-01-01	$2,170,185
Other income not declared elsewhere	2023-01-01	$313
Administrative expenses (other) incurred	2023-01-01	$313
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Value of net income/loss	2023-01-01	$455,932
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$1,218,547
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$762,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	No
Was there a failure to transmit to the plan any participant contributions	2023-01-01	No
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Assets. Invements in employer securities at end of year	2023-01-01	$3,276,000
Assets. Invements in employer securities at beginning of year	2023-01-01	$2,932,800
Contributions received in cash from employer	2023-01-01	$206,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$44,645
Did the plan have assets held for investment	2023-01-01	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	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	STAMBAUGH NESS, INC.
Accountancy firm EIN	2023-01-01	232846715
2022 : SCJ ALLIANCE CONSULTING SERVICES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$93,600
Total unrealized appreciation/depreciation of assets	2022-12-31	$93,600
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$2,170,185
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$2,280,447
Expenses. Interest paid	2022-12-31	$51,098
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$51,098
Total income from all sources (including contributions)	2022-12-31	$301,323
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$97,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$46,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$207,423
Value of total assets at end of year	2022-12-31	$2,932,800
Value of total assets at beginning of year	2022-12-31	$2,839,213
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$313
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$100,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$2,170,185
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$2,280,447
Other income not declared elsewhere	2022-12-31	$300
Administrative expenses (other) incurred	2022-12-31	$313
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$203,849
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$762,615
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$558,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$13
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$13
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$2,932,800
Assets. Invements in employer securities at beginning of year	2022-12-31	$2,839,200
Contributions received in cash from employer	2022-12-31	$207,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$46,063
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	STAMBAUGH NESS
Accountancy firm EIN	2022-12-31	232846715
Unrealized appreciation/depreciation of other (non real estate) assets	2022-01-01	$93,600
Total unrealized appreciation/depreciation of assets	2022-01-01	$93,600
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$2,170,185
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$2,280,447
Total income from all sources (including contributions)	2022-01-01	$301,323
Total loss/gain on sale of assets	2022-01-01	$0
Total of all expenses incurred	2022-01-01	$97,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$46,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$207,423
Value of total assets at end of year	2022-01-01	$2,932,800
Value of total assets at beginning of year	2022-01-01	$2,839,213
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$313
Total interest from all sources	2022-01-01	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$100,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-01-01	$2,170,185
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-01-01	$2,280,447
Other income not declared elsewhere	2022-01-01	$300
Administrative expenses (other) incurred	2022-01-01	$313
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$203,849
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$762,615
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$558,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	No
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Assets. Invements in employer securities at end of year	2022-01-01	$2,932,800
Assets. Invements in employer securities at beginning of year	2022-01-01	$2,839,200
Contributions received in cash from employer	2022-01-01	$207,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$46,063
Did the plan have assets held for investment	2022-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	STAMBAUGH NESS
Accountancy firm EIN	2022-01-01	232846715
2021 : SCJ ALLIANCE CONSULTING SERVICES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$2,280,447
Total plan liabilities at beginning of year	2021-12-31	$2,682,129
Total income from all sources	2021-12-31	$2,153,019
Expenses. Total of all expenses incurred	2021-12-31	$49,554
Benefits paid (including direct rollovers)	2021-12-31	$3,810
Total plan assets at end of year	2021-12-31	$2,839,213
Total plan assets at beginning of year	2021-12-31	$1,137,430
Value of fidelity bond covering the plan	2021-12-31	$100,000
Total contributions received or receivable from participants	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$45,744
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$1,987,850
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$2,103,465
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$558,766
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$-1,544,699
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2021-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2021-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$2,839,200
Total contributions received or receivable from employer(s)	2021-12-31	$165,169
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : SCJ ALLIANCE CONSULTING SERVICES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$2,682,129
Total plan liabilities at beginning of year	2020-12-31	$2,979,988
Total income from all sources	2020-12-31	$831,353
Expenses. Total of all expenses incurred	2020-12-31	$64,064
Benefits paid (including direct rollovers)	2020-12-31	$264
Total plan assets at end of year	2020-12-31	$1,137,430
Total plan assets at beginning of year	2020-12-31	$668,000
Value of fidelity bond covering the plan	2020-12-31	$100,000
Total contributions received or receivable from participants	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$63,800
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$374,994
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$767,289
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$-1,544,699
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$-2,311,988
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2020-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2020-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$842,400
Total contributions received or receivable from employer(s)	2020-12-31	$456,359
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : SCJ ALLIANCE CONSULTING SERVICES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$2,979,988
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$-2,290,641
Expenses. Total of all expenses incurred	2019-12-31	$21,347
Benefits paid (including direct rollovers)	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$668,000
Total plan assets at beginning of year	2019-12-31	$0
Value of fidelity bond covering the plan	2019-12-31	$100,000
Total contributions received or receivable from participants	2019-12-31	$0
Expenses. Other expenses not covered elsewhere	2019-12-31	$21,347
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$-2,652,000
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$-2,311,988
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$-2,311,988
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2019-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2019-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2019-12-31	$0
Assets. Value of employer securities	2019-12-31	$468,000
Total contributions received or receivable from employer(s)	2019-12-31	$361,359
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : SCJ ALLIANCE CONSULTING SERVICES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$0
Expenses. Total of all expenses incurred	2018-12-31	$0
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$0
Total plan assets at beginning of year	2018-12-31	$0
Value of fidelity bond covering the plan	2018-12-31	$0
Total contributions received or receivable from participants	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$0
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$0
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2018-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2018-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2018-12-31	$0
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0

Form 5500 Responses for SCJ ALLIANCE CONSULTING SERVICES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

2023: SCJ ALLIANCE CONSULTING SERVICES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: SCJ ALLIANCE CONSULTING SERVICES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SCJ ALLIANCE CONSULTING SERVICES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SCJ ALLIANCE CONSULTING SERVICES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SCJ ALLIANCE CONSULTING SERVICES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SCJ ALLIANCE CONSULTING SERVICES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	First time form 5500 has been submitted	Yes
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SHEA CARR & JEWELL INC DBA SCJ ALLIANCE
Employer identification number (EIN):	204834444
NAIC Classification:	237990
NAIC Description:	Other Heavy and Civil Engineering Construction

Plan id#	Filing Submission Date	Name of Administrator
002	2024-01-01	MISTY MANZANARES
002	2023-01-01
002	2023-01-01	MELISSA OUM
002	2022-01-01
002	2022-01-01	HEATHER SEAGO
002	2021-01-01
002	2021-01-01	LISA HICKS
002	2020-01-01
002	2019-01-01
002	2018-01-01