401k Plan data: JRM CONSTRUCTION MANAGEMENT 401K PLAN plan

JRM CONSTRUCTION MANAGEMENT 401K PLAN 401k Plan overview

Plan Name	JRM CONSTRUCTION MANAGEMENT 401K PLAN
Plan identification number	001

JRM CONSTRUCTION MANAGEMENT 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JRM CONSTRUCTION MANAGEMENT has sponsored the creation of one or more 401k plans.

Company Name: JRM CONSTRUCTION MANAGEMENT

Employer identification number (EIN): 208783504

NAIC Classification: 236110

Additional information about JRM CONSTRUCTION MANAGEMENT

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 2007-04-03

Company Identification Number: 3498463

Legal Registered Office Address: 242 WEST 36TH STREET
11TH FLOOR
NEW YORK
United States of America (USA)
10018

More information about JRM CONSTRUCTION MANAGEMENT

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JRM CONSTRUCTION MANAGEMENT 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JOSEPH ROMANO
001 2017-01-01
001 2016-01-01 JOSEPH ROMANO
001 2015-01-01 JOSEPH ROMANO
001 2014-01-01 JOSEPH ROMANO
001 2013-01-01 JOSEPH ROMANO 2014-10-01
001 2012-01-01 JOSEPH ROMANO 2013-08-29
001 2011-01-01 JOSEPH ROMANO 2012-10-10
001 2010-01-01 JOSEPH ROMANO 2011-10-03

Plan Statistics for JRM CONSTRUCTION MANAGEMENT 401K PLAN

401k plan membership statisitcs for JRM CONSTRUCTION MANAGEMENT 401K PLAN

Measure Date Value
2022: JRM CONSTRUCTION MANAGEMENT 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 579
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 449
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 243
Total of all active and inactive participants 2022-01-01 692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 692
Number of participants with account balances 2022-01-01 682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 25
2021: JRM CONSTRUCTION MANAGEMENT 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 523
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 377
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 182
Total of all active and inactive participants 2021-01-01 559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 559
Number of participants with account balances 2021-01-01 554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 27
2020: JRM CONSTRUCTION MANAGEMENT 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 517
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 347
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 173
Total of all active and inactive participants 2020-01-01 520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 520
Number of participants with account balances 2020-01-01 515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 12
2019: JRM CONSTRUCTION MANAGEMENT 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 420
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 369
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 138
Total of all active and inactive participants 2019-01-01 507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 507
Number of participants with account balances 2019-01-01 492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 24
2018: JRM CONSTRUCTION MANAGEMENT 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 355
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 299
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 111
Total of all active and inactive participants 2018-01-01 410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 410
Number of participants with account balances 2018-01-01 391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 22
2017: JRM CONSTRUCTION MANAGEMENT 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 292
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 257
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 80
Total of all active and inactive participants 2017-01-01 337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 337
Number of participants with account balances 2017-01-01 327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 13
2016: JRM CONSTRUCTION MANAGEMENT 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 252
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 219
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 68
Total of all active and inactive participants 2016-01-01 287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 287
Number of participants with account balances 2016-01-01 278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 20
2015: JRM CONSTRUCTION MANAGEMENT 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 207
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 26
Total of all active and inactive participants 2015-01-01 233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 233
Number of participants with account balances 2015-01-01 222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 5
2014: JRM CONSTRUCTION MANAGEMENT 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 162
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 10
Total of all active and inactive participants 2014-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 172
Number of participants with account balances 2014-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2

Measure	Date	Value
2022: JRM CONSTRUCTION MANAGEMENT 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	579
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	449
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	243
Total of all active and inactive participants	2022-01-01	692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	692
Number of participants with account balances	2022-01-01	682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	25
2021: JRM CONSTRUCTION MANAGEMENT 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	523
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	377
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	182
Total of all active and inactive participants	2021-01-01	559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	559
Number of participants with account balances	2021-01-01	554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	27
2020: JRM CONSTRUCTION MANAGEMENT 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	517
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	347
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	173
Total of all active and inactive participants	2020-01-01	520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	520
Number of participants with account balances	2020-01-01	515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	12
2019: JRM CONSTRUCTION MANAGEMENT 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	420
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	369
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	138
Total of all active and inactive participants	2019-01-01	507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	507
Number of participants with account balances	2019-01-01	492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	24
2018: JRM CONSTRUCTION MANAGEMENT 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	355
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	299
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	111
Total of all active and inactive participants	2018-01-01	410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	410
Number of participants with account balances	2018-01-01	391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	22
2017: JRM CONSTRUCTION MANAGEMENT 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	292
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	257
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	80
Total of all active and inactive participants	2017-01-01	337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	337
Number of participants with account balances	2017-01-01	327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	13
2016: JRM CONSTRUCTION MANAGEMENT 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	252
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	219
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	68
Total of all active and inactive participants	2016-01-01	287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	287
Number of participants with account balances	2016-01-01	278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	20
2015: JRM CONSTRUCTION MANAGEMENT 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	207
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	26
Total of all active and inactive participants	2015-01-01	233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	233
Number of participants with account balances	2015-01-01	222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	5
2014: JRM CONSTRUCTION MANAGEMENT 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	162
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	10
Total of all active and inactive participants	2014-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	172
Number of participants with account balances	2014-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2

Financial Data on JRM CONSTRUCTION MANAGEMENT 401K PLAN

Measure	Date	Value
2022 : JRM CONSTRUCTION MANAGEMENT 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$503
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$565
Total income from all sources (including contributions)	2022-12-31	$1,405,917
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,316,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,303,233
Value of total corrective distributions	2022-12-31	$5,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$6,795,376
Value of total assets at end of year	2022-12-31	$32,164,878
Value of total assets at beginning of year	2022-12-31	$32,075,700
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$7,994
Total interest from all sources	2022-12-31	$35,004
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	$2,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$3,965,090
Participant contributions at end of year	2022-12-31	$568,167
Participant contributions at beginning of year	2022-12-31	$402,121
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$44
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$2,291,203
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$503
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$565
Other income not declared elsewhere	2022-12-31	$5,955
Administrative expenses (other) incurred	2022-12-31	$6,384
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$89,240
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$32,164,375
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$32,075,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$0
Value of interest in pooled separate accounts at end of year	2022-12-31	$29,652,134
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$30,355,307
Interest on participant loans	2022-12-31	$25,243
Interest earned on other investments	2022-12-31	$9,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,405,494
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$872,187
Net investment gain/loss from pooled separate accounts	2022-12-31	$-5,430,418
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	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$539,083
Employer contributions (assets) at end of year	2022-12-31	$539,083
Employer contributions (assets) at beginning of year	2022-12-31	$446,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,303,233
Contract administrator fees	2022-12-31	$1,610
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	GRASSI & CO., CPAS P.C.
Accountancy firm EIN	2022-12-31	113266576
2021 : JRM CONSTRUCTION MANAGEMENT 401K 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	$565
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$1,757
Total income from all sources (including contributions)	2021-12-31	$10,415,796
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,627,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,613,873
Value of total corrective distributions	2021-12-31	$7,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$6,678,179
Value of total assets at end of year	2021-12-31	$32,075,700
Value of total assets at beginning of year	2021-12-31	$23,288,770
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$6,520
Total interest from all sources	2021-12-31	$37,553
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	$2,000,000
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	$3,223,177
Participant contributions at end of year	2021-12-31	$402,121
Participant contributions at beginning of year	2021-12-31	$267,467
Participant contributions at end of year	2021-12-31	$44
Participant contributions at beginning of year	2021-12-31	$95
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$3,008,961
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$565
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$1,757
Other income not declared elsewhere	2021-12-31	$8,663
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$8,788,122
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$32,075,135
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$23,287,013
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$0
Value of interest in pooled separate accounts at end of year	2021-12-31	$30,355,307
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$21,514,108
Interest on participant loans	2021-12-31	$17,767
Interest earned on other investments	2021-12-31	$19,786
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$872,187
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,142,227
Net investment gain/loss from pooled separate accounts	2021-12-31	$3,691,401
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	Yes
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	$446,041
Employer contributions (assets) at end of year	2021-12-31	$446,041
Employer contributions (assets) at beginning of year	2021-12-31	$364,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,613,873
Contract administrator fees	2021-12-31	$6,520
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	GRASSI & CO., CPAS P.C.
Accountancy firm EIN	2021-12-31	113266576
2020 : JRM CONSTRUCTION MANAGEMENT 401K 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	$1,757
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$767
Total income from all sources (including contributions)	2020-12-31	$6,034,284
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,900,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,872,776
Value of total corrective distributions	2020-12-31	$22,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,549,491
Value of total assets at end of year	2020-12-31	$23,288,770
Value of total assets at beginning of year	2020-12-31	$19,154,058
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$5,760
Total interest from all sources	2020-12-31	$28,591
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$2,755,768
Participant contributions at end of year	2020-12-31	$267,467
Participant contributions at beginning of year	2020-12-31	$330,359
Participant contributions at end of year	2020-12-31	$95
Participant contributions at beginning of year	2020-12-31	$114
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$429,261
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$1,757
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$767
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$4,133,722
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$23,287,013
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$19,153,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$0
Value of interest in pooled separate accounts at end of year	2020-12-31	$21,514,108
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$18,651,437
Interest on participant loans	2020-12-31	$17,454
Interest earned on other investments	2020-12-31	$11,137
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,142,227
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$171,737
Net investment gain/loss from pooled separate accounts	2020-12-31	$2,456,202
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	$364,462
Employer contributions (assets) at end of year	2020-12-31	$364,873
Employer contributions (assets) at beginning of year	2020-12-31	$411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,872,776
Contract administrator fees	2020-12-31	$5,760
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	GRASSI & CO., CPAS P.C.
Accountancy firm EIN	2020-12-31	113266576
2019 : JRM CONSTRUCTION MANAGEMENT 401K 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	$767
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$38
Total income from all sources (including contributions)	2019-12-31	$6,561,151
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$406,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$400,773
Value of total corrective distributions	2019-12-31	$214
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,611,801
Value of total assets at end of year	2019-12-31	$19,154,058
Value of total assets at beginning of year	2019-12-31	$12,998,595
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$5,430
Total interest from all sources	2019-12-31	$18,387
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	$2,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$2,582,959
Participant contributions at end of year	2019-12-31	$330,359
Participant contributions at beginning of year	2019-12-31	$312,316
Participant contributions at end of year	2019-12-31	$114
Participant contributions at beginning of year	2019-12-31	$92,081
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,028,431
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$2,243
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$4,179
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$767
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$38
Administrative expenses (other) incurred	2019-12-31	$5,430
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$6,154,734
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$19,153,291
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$12,998,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$625,645
Value of interest in pooled separate accounts at end of year	2019-12-31	$18,651,437
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$11,558,487
Interest on participant loans	2019-12-31	$16,390
Interest earned on other investments	2019-12-31	$1,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$6,739
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$6,739
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$171,737
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$106,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$111,807
Net investment gain/loss from pooled separate accounts	2019-12-31	$2,819,156
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	$411
Employer contributions (assets) at end of year	2019-12-31	$411
Employer contributions (assets) at beginning of year	2019-12-31	$293,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$398,530
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	GRASSI & CO., CPAS P.C.
Accountancy firm EIN	2019-12-31	113266576
2018 : JRM CONSTRUCTION MANAGEMENT 401K 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	$38
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$1,601
Total income from all sources (including contributions)	2018-12-31	$1,972,797
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$466,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$460,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,756,887
Value of total assets at end of year	2018-12-31	$12,998,595
Value of total assets at beginning of year	2018-12-31	$11,493,913
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$5,751
Total interest from all sources	2018-12-31	$15,935
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$11,343
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$11,343
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$2,000,000
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	$2,114,233
Participant contributions at end of year	2018-12-31	$312,316
Participant contributions at beginning of year	2018-12-31	$221,704
Participant contributions at end of year	2018-12-31	$92,081
Participant contributions at beginning of year	2018-12-31	$82,835
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$351,086
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$4,179
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$38
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$1,601
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$1,506,245
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$12,998,557
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$11,492,312
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
Investment advisory and management fees	2018-12-31	$1,101
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$625,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$681,628
Value of interest in pooled separate accounts at end of year	2018-12-31	$11,558,487
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$10,212,910
Interest on participant loans	2018-12-31	$15,201
Interest earned on other investments	2018-12-31	$734
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$6,739
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$106,109
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$58,647
Net investment gain/loss from pooled separate accounts	2018-12-31	$-759,640
Net gain/loss from 103.12 investment entities	2018-12-31	$-51,728
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	$291,568
Employer contributions (assets) at end of year	2018-12-31	$293,039
Employer contributions (assets) at beginning of year	2018-12-31	$236,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$460,801
Contract administrator fees	2018-12-31	$4,650
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	GRASSI & CO., CPAS P.C.
Accountancy firm EIN	2018-12-31	113266576
2017 : JRM CONSTRUCTION MANAGEMENT 401K 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	$1,601
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$221
Total income from all sources (including contributions)	2017-12-31	$3,697,861
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$397,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$392,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,312,769
Value of total assets at end of year	2017-12-31	$11,632,878
Value of total assets at beginning of year	2017-12-31	$8,330,865
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$4,625
Total interest from all sources	2017-12-31	$9,582
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$10,404
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$10,404
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$2,000,000
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	$1,742,190
Participant contributions at end of year	2017-12-31	$221,704
Participant contributions at beginning of year	2017-12-31	$156,020
Participant contributions at end of year	2017-12-31	$82,835
Participant contributions at beginning of year	2017-12-31	$85,444
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$195,349
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$1,601
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$221
Other income not declared elsewhere	2017-12-31	$3,070
Administrative expenses (other) incurred	2017-12-31	$2,895
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$6,319
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	$3,300,633
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$11,631,277
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$8,330,644
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
Investment advisory and management fees	2017-12-31	$1,341
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$681,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$481,657
Value of interest in pooled separate accounts at end of year	2017-12-31	$10,212,910
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$7,256,201
Interest on participant loans	2017-12-31	$9,368
Interest earned on other investments	2017-12-31	$214
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$58,647
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$0
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,306,062
Net gain/loss from 103.12 investment entities	2017-12-31	$55,974
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	$375,230
Employer contributions (assets) at end of year	2017-12-31	$375,154
Employer contributions (assets) at beginning of year	2017-12-31	$345,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$392,603
Contract administrator fees	2017-12-31	$389
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	GRASSI & CO., CPAS P.C.
Accountancy firm EIN	2017-12-31	113266576
2016 : JRM CONSTRUCTION MANAGEMENT 401K 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	$221
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$646
Total income from all sources (including contributions)	2016-12-31	$2,838,904
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$428,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$423,580
Value of total corrective distributions	2016-12-31	$1,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,303,169
Value of total assets at end of year	2016-12-31	$8,330,865
Value of total assets at beginning of year	2016-12-31	$5,921,350
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$3,698
Total interest from all sources	2016-12-31	$6,446
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	$2,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,527,427
Participant contributions at end of year	2016-12-31	$156,020
Participant contributions at beginning of year	2016-12-31	$106,037
Participant contributions at end of year	2016-12-31	$85,444
Participant contributions at beginning of year	2016-12-31	$67,323
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$430,518
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$221
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$646
Other income not declared elsewhere	2016-12-31	$5,527
Administrative expenses (other) incurred	2016-12-31	$1,325
Total non interest bearing cash at end of year	2016-12-31	$6,319
Total non interest bearing cash at beginning of year	2016-12-31	$3,290
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	$2,409,940
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$8,330,644
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,920,704
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
Investment advisory and management fees	2016-12-31	$2,173
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$481,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$357,146
Value of interest in pooled separate accounts at end of year	2016-12-31	$7,256,201
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$5,114,106
Interest on participant loans	2016-12-31	$6,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$24,119
Net investment gain/loss from pooled separate accounts	2016-12-31	$499,643
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	$345,224
Employer contributions (assets) at end of year	2016-12-31	$345,224
Employer contributions (assets) at beginning of year	2016-12-31	$273,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$423,580
Contract administrator fees	2016-12-31	$200
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	GRASSI & CO., CPAS P.C.
Accountancy firm EIN	2016-12-31	113266576
2015 : JRM CONSTRUCTION MANAGEMENT 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$646
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,502,710
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$27,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$24,320
Value of total corrective distributions	2015-12-31	$1,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,627,958
Value of total assets at end of year	2015-12-31	$5,921,350
Value of total assets at beginning of year	2015-12-31	$4,445,518
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,734
Total interest from all sources	2015-12-31	$5,784
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$13,564
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$13,564
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,192,164
Participant contributions at end of year	2015-12-31	$106,037
Participant contributions at beginning of year	2015-12-31	$141,976
Participant contributions at end of year	2015-12-31	$67,323
Participant contributions at beginning of year	2015-12-31	$63,500
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$162,346
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$646
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$1,487
Administrative expenses (other) incurred	2015-12-31	$139
Total non interest bearing cash at end of year	2015-12-31	$3,290
Total non interest bearing cash at beginning of year	2015-12-31	$3,173
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,475,186
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,920,704
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,445,518
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$1,475
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$357,146
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$231,732
Value of interest in pooled separate accounts at end of year	2015-12-31	$5,114,106
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$3,776,626
Interest on participant loans	2015-12-31	$5,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-16,915
Net investment gain/loss from pooled separate accounts	2015-12-31	$-129,168
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$273,448
Employer contributions (assets) at end of year	2015-12-31	$273,448
Employer contributions (assets) at beginning of year	2015-12-31	$228,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$24,320
Contract administrator fees	2015-12-31	$120
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	GRASSI & CO., CPAS P.C.
Accountancy firm EIN	2015-12-31	113266576
2014 : JRM CONSTRUCTION MANAGEMENT 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,447,936
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$34,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$33,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,320,912
Value of total assets at end of year	2014-12-31	$4,445,518
Value of total assets at beginning of year	2014-12-31	$3,031,631
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$863
Total interest from all sources	2014-12-31	$5,738
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$674,393
Participant contributions at end of year	2014-12-31	$141,976
Participant contributions at beginning of year	2014-12-31	$121,232
Participant contributions at end of year	2014-12-31	$63,500
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$418,008
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$76
Administrative expenses (other) incurred	2014-12-31	$240
Total non interest bearing cash at end of year	2014-12-31	$3,173
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,413,887
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,445,518
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$3,031,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$501
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$231,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$0
Value of interest in pooled separate accounts at end of year	2014-12-31	$3,776,626
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$2,627,811
Interest on participant loans	2014-12-31	$5,738
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$287
Net investment gain/loss from pooled separate accounts	2014-12-31	$120,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$228,511
Employer contributions (assets) at end of year	2014-12-31	$228,511
Employer contributions (assets) at beginning of year	2014-12-31	$282,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$33,186
Contract administrator fees	2014-12-31	$122
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	GRASSI & CO., CPAS P.C.
Accountancy firm EIN	2014-12-31	113266576

Form 5500 Responses for JRM CONSTRUCTION MANAGEMENT 401K PLAN

2022: JRM CONSTRUCTION MANAGEMENT 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: JRM CONSTRUCTION MANAGEMENT 401K 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: JRM CONSTRUCTION MANAGEMENT 401K 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: JRM CONSTRUCTION MANAGEMENT 401K 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: JRM CONSTRUCTION MANAGEMENT 401K 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: JRM CONSTRUCTION MANAGEMENT 401K 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: JRM CONSTRUCTION MANAGEMENT 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – 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
2015: JRM CONSTRUCTION MANAGEMENT 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JRM CONSTRUCTION MANAGEMENT 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

817996

Policy instance

Insurance contract or identification number	817996
Number of Individuals Covered	682
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

817996

Policy instance

Insurance contract or identification number	817996
Number of Individuals Covered	559
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

817996

Policy instance

Insurance contract or identification number	817996
Number of Individuals Covered	516
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $16,745
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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 $0
Amount paid for insurance broker fees	16745
Additional information about fees paid to insurance broker	TPA PARTNERSHIP PROGRAM
Insurance broker organization code?	5

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

817996

Policy instance

Insurance contract or identification number	817996
Number of Individuals Covered	495
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $12,492
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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 $0
Amount paid for insurance broker fees	12492
Additional information about fees paid to insurance broker	TPA PARTNERSHIP PROGRAM
Insurance broker organization code?	5

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

817996

Policy instance

Insurance contract or identification number	817996
Number of Individuals Covered	386
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $6,646
Total amount of fees paid to insurance company	USD $8,912
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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 $0
Amount paid for insurance broker fees	8912
Additional information about fees paid to insurance broker	TPA PARTNERSHIP PROGRAM
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

84311

Policy instance

Insurance contract or identification number	84311
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $8,156
Total amount of fees paid to insurance company	USD $10,553
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 $0
Amount paid for insurance broker fees	10553
Additional information about fees paid to insurance broker	TPA COMPENSATION, TPA FEES PAID
Insurance broker organization code?	5
Insurance broker name	MML INSURANCE AGENCY, INC.

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

817996

Policy instance

Insurance contract or identification number	817996
Number of Individuals Covered	321
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $11,758
Total amount of fees paid to insurance company	USD $16,524
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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 $0
Amount paid for insurance broker fees	16524
Additional information about fees paid to insurance broker	TPA PARTNERSHIP AND TPA ALLIANCE PROGRAMS
Insurance broker organization code?	5
Insurance broker name	MML INSURANCE AGENCY, LLC

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

84311

Policy instance

Insurance contract or identification number	84311
Number of Individuals Covered	231
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $11,247
Total amount of fees paid to insurance company	USD $2,478
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 $11,247
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSIONS
Insurance broker organization code?	3
Insurance broker name	ASSOCIATED PENSION CONSULTANTS, INC

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

84311

Policy instance

Insurance contract or identification number	84311
Number of Individuals Covered	79
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $7,847
Total amount of fees paid to insurance company	USD $2,109
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 $7,847
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSIONS
Insurance broker organization code?	3
Insurance broker name	ASSOCIATED PENSION CONSULTANTS, INC

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Company Name:	JRM CONSTRUCTION MANAGEMENT
Employer identification number (EIN):	208783504
NAIC Classification:	236110

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	2007-04-03
Company Identification Number:	3498463
Legal Registered Office Address:	242 WEST 36TH STREET 11TH FLOOR NEW YORK United States of America (USA) 10018