?>
Logo

WOHLSEN CONSTRUCTION COMPANY 401(K)PLAN 401k Plan overview

Plan NameWOHLSEN CONSTRUCTION COMPANY 401(K)PLAN
Plan identification number 002

WOHLSEN CONSTRUCTION COMPANY 401(K)PLAN Benefits

401k Plan TypeDefined 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.
  • Stock bonus
  • 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.
  • Life insurance

401k Sponsoring company profile

WOHLSEN CONSTRUCTION COMPANY has sponsored the creation of one or more 401k plans.

Company Name:WOHLSEN CONSTRUCTION COMPANY
Employer identification number (EIN):231542546
NAIC Classification:236200

Additional information about WOHLSEN CONSTRUCTION COMPANY

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 1016028

More information about WOHLSEN CONSTRUCTION COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOHLSEN CONSTRUCTION COMPANY 401(K)PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01SEAN MOONEY
0022016-01-01SEAN MOONEY
0022015-01-01SEAN MOONEY
0022014-01-01SEAN MOONEY
0022013-01-01GARY LANGMUIR GARY LANGMUIR2014-07-21
0022012-01-01GARY LANGMUIR GARY LANGMUIR2013-10-08
0022011-01-01GARY LANGMUIR GARY LANGMUIR2012-09-19
0022010-01-01GARY LANGMUIR GARY LANGMUIR2011-10-10
0022009-01-01GARY LANGMUIR GARY LANGMUIR2010-10-13

Plan Statistics for WOHLSEN CONSTRUCTION COMPANY 401(K)PLAN

401k plan membership statisitcs for WOHLSEN CONSTRUCTION COMPANY 401(K)PLAN

Measure Date Value
2022: WOHLSEN CONSTRUCTION COMPANY 401(K)PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01406
Total number of active participants reported on line 7a of the Form 55002022-01-01315
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01113
Total of all active and inactive participants2022-01-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01430
Number of participants with account balances2022-01-01422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0124
2021: WOHLSEN CONSTRUCTION COMPANY 401(K)PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01440
Total number of active participants reported on line 7a of the Form 55002021-01-01287
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01115
Total of all active and inactive participants2021-01-01402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01404
Number of participants with account balances2021-01-01401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0123
2020: WOHLSEN CONSTRUCTION COMPANY 401(K)PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01490
Total number of active participants reported on line 7a of the Form 55002020-01-01329
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01121
Total of all active and inactive participants2020-01-01450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01451
Number of participants with account balances2020-01-01434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0166
2019: WOHLSEN CONSTRUCTION COMPANY 401(K)PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01457
Total number of active participants reported on line 7a of the Form 55002019-01-01400
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0186
Total of all active and inactive participants2019-01-01487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01487
Number of participants with account balances2019-01-01468
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0158
2018: WOHLSEN CONSTRUCTION COMPANY 401(K)PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01384
Total number of active participants reported on line 7a of the Form 55002018-01-01360
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0190
Total of all active and inactive participants2018-01-01450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01451
Number of participants with account balances2018-01-01428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0146
2017: WOHLSEN CONSTRUCTION COMPANY 401(K)PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01403
Total number of active participants reported on line 7a of the Form 55002017-01-01303
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0195
Total of all active and inactive participants2017-01-01398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01398
Number of participants with account balances2017-01-01380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0116
2016: WOHLSEN CONSTRUCTION COMPANY 401(K)PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01382
Total number of active participants reported on line 7a of the Form 55002016-01-01314
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0188
Total of all active and inactive participants2016-01-01402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01403
Number of participants with account balances2016-01-01377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: WOHLSEN CONSTRUCTION COMPANY 401(K)PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01407
Total number of active participants reported on line 7a of the Form 55002015-01-01292
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0189
Total of all active and inactive participants2015-01-01381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01382
Number of participants with account balances2015-01-01352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: WOHLSEN CONSTRUCTION COMPANY 401(K)PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01451
Total number of active participants reported on line 7a of the Form 55002014-01-01251
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01153
Total of all active and inactive participants2014-01-01404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01404
Number of participants with account balances2014-01-01371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WOHLSEN CONSTRUCTION COMPANY 401(K)PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01444
Total number of active participants reported on line 7a of the Form 55002013-01-01248
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01203
Total of all active and inactive participants2013-01-01451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01451
Number of participants with account balances2013-01-01435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0124
2012: WOHLSEN CONSTRUCTION COMPANY 401(K)PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01425
Total number of active participants reported on line 7a of the Form 55002012-01-01235
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01208
Total of all active and inactive participants2012-01-01443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01444
Number of participants with account balances2012-01-01432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0123
2011: WOHLSEN CONSTRUCTION COMPANY 401(K)PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01384
Total number of active participants reported on line 7a of the Form 55002011-01-01248
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01177
Total of all active and inactive participants2011-01-01425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01426
Number of participants with account balances2011-01-01412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0117
2010: WOHLSEN CONSTRUCTION COMPANY 401(K)PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01387
Total number of active participants reported on line 7a of the Form 55002010-01-01201
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01166
Total of all active and inactive participants2010-01-01367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01368
Number of participants with account balances2010-01-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: WOHLSEN CONSTRUCTION COMPANY 401(K)PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01366
Total number of active participants reported on line 7a of the Form 55002009-01-01167
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01189
Total of all active and inactive participants2009-01-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01357
Number of participants with account balances2009-01-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0136

Financial Data on WOHLSEN CONSTRUCTION COMPANY 401(K)PLAN

Measure Date Value
2022 : WOHLSEN CONSTRUCTION COMPANY 401(K)PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,599,420
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,111,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,984,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,399,413
Value of total assets at end of year2022-12-31$30,120,331
Value of total assets at beginning of year2022-12-31$36,830,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$126,461
Total interest from all sources2022-12-31$9,490
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$481,619
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$481,619
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,311,718
Participant contributions at end of year2022-12-31$210,577
Participant contributions at beginning of year2022-12-31$170,112
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$241,703
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,710,453
Value of net assets at end of year (total assets less liabilities)2022-12-31$30,120,331
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$36,830,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$28,759,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$35,912,739
Interest on participant loans2022-12-31$9,490
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,150,541
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$747,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,489,942
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$845,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,984,572
Contract administrator fees2022-12-31$126,461
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RKL, LLP
Accountancy firm EIN2022-12-31232108173
2021 : WOHLSEN CONSTRUCTION COMPANY 401(K)PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$8,119,340
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,177,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,036,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,339,848
Value of total assets at end of year2021-12-31$36,830,784
Value of total assets at beginning of year2021-12-31$33,888,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$140,551
Total interest from all sources2021-12-31$20,218
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$417,774
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$417,774
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,140,803
Participant contributions at end of year2021-12-31$170,112
Participant contributions at beginning of year2021-12-31$170,678
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$348,783
Other income not declared elsewhere2021-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,942,216
Value of net assets at end of year (total assets less liabilities)2021-12-31$36,830,784
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$33,888,568
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$35,912,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$33,074,351
Interest on participant loans2021-12-31$8,503
Interest earned on other investments2021-12-31$11,715
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$747,933
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$643,539
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,341,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$850,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,036,573
Contract administrator fees2021-12-31$140,551
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RKL LLP
Accountancy firm EIN2021-12-31232108173
2020 : WOHLSEN CONSTRUCTION COMPANY 401(K)PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$14
Total income from all sources (including contributions)2020-12-31$8,105,264
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,878,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,750,149
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,238,129
Value of total assets at end of year2020-12-31$33,888,568
Value of total assets at beginning of year2020-12-31$28,662,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$128,584
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$9,586
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$474,545
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$474,545
Administrative expenses professional fees incurred2020-12-31$10,500
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$2,249,424
Participant contributions at end of year2020-12-31$170,678
Participant contributions at beginning of year2020-12-31$184,274
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$67,818
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$412,242
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$14
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,226,531
Value of net assets at end of year (total assets less liabilities)2020-12-31$33,888,568
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$28,662,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$33,074,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$28,065,206
Interest on participant loans2020-12-31$9,586
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$643,539
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$326,884
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,383,004
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$576,463
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$17,869
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,750,149
Contract administrator fees2020-12-31$118,084
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31RKL LLP
Accountancy firm EIN2020-12-31232108173
2019 : WOHLSEN CONSTRUCTION COMPANY 401(K)PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$14
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$9,017,631
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,442,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,330,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,122,511
Value of total assets at end of year2019-12-31$28,662,051
Value of total assets at beginning of year2019-12-31$22,087,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$112,178
Total interest from all sources2019-12-31$8,146
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 year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,528,926
Participant contributions at end of year2019-12-31$184,274
Participant contributions at beginning of year2019-12-31$143,389
Participant contributions at end of year2019-12-31$67,818
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$963,995
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$688
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$14
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,574,647
Value of net assets at end of year (total assets less liabilities)2019-12-31$28,662,037
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,087,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$28,065,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,328,019
Interest on participant loans2019-12-31$8,146
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$326,884
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$615,294
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,886,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$629,590
Employer contributions (assets) at end of year2019-12-31$17,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,330,806
Contract administrator fees2019-12-31$112,178
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RKL LLP
Accountancy firm EIN2019-12-31232108173
2018 : WOHLSEN CONSTRUCTION COMPANY 401(K)PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,985,836
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,901,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,787,251
Expenses. Certain deemed distributions of participant loans2018-12-31$272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,032,964
Value of total assets at end of year2018-12-31$22,087,390
Value of total assets at beginning of year2018-12-31$23,003,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$114,106
Total interest from all sources2018-12-31$5,555
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,054,443
Participant contributions at end of year2018-12-31$143,389
Participant contributions at beginning of year2018-12-31$124,233
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$684,857
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$688
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-915,793
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,087,390
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$23,003,183
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$21,328,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$22,390,358
Interest on participant loans2018-12-31$5,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$615,294
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$488,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,052,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$293,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,787,251
Contract administrator fees2018-12-31$114,106
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RKL LLP
Accountancy firm EIN2018-12-31232108173
2017 : WOHLSEN CONSTRUCTION COMPANY 401(K)PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,545,686
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,843,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,760,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,919,986
Value of total assets at end of year2017-12-31$23,003,181
Value of total assets at beginning of year2017-12-31$20,301,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$83,255
Total interest from all sources2017-12-31$13,624
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$294,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$294,953
Administrative expenses professional fees incurred2017-12-31$9,246
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,647,715
Participant contributions at end of year2017-12-31$124,233
Participant contributions at beginning of year2017-12-31$136,247
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$87,458
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,702,177
Value of net assets at end of year (total assets less liabilities)2017-12-31$23,003,181
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$20,301,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$22,390,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$19,724,607
Interest on participant loans2017-12-31$5,771
Interest earned on other investments2017-12-31$7,853
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$488,592
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$440,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,317,123
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$184,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,760,254
Contract administrator fees2017-12-31$74,009
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RKL LLP
Accountancy firm EIN2017-12-31232108173
2016 : WOHLSEN CONSTRUCTION COMPANY 401(K)PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,485,299
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,191,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,125,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,225,326
Value of total assets at end of year2016-12-31$20,301,004
Value of total assets at beginning of year2016-12-31$18,006,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$65,402
Total interest from all sources2016-12-31$14,757
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$333,699
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$333,699
Administrative expenses professional fees incurred2016-12-31$8,994
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,533,141
Participant contributions at end of year2016-12-31$136,247
Participant contributions at beginning of year2016-12-31$156,169
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$469,691
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$28,674
Other income not declared elsewhere2016-12-31$-28,673
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,294,137
Value of net assets at end of year (total assets less liabilities)2016-12-31$20,301,004
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,006,867
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$19,724,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,666,214
Interest on participant loans2016-12-31$6,576
Interest earned on other investments2016-12-31$8,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$440,150
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$155,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$940,190
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$222,494
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,125,760
Contract administrator fees2016-12-31$56,408
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RKL LLP
Accountancy firm EIN2016-12-31232108173
2015 : WOHLSEN CONSTRUCTION COMPANY 401(K)PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,752,395
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,496,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,399,239
Value of total corrective distributions2015-12-31$4,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,857,784
Value of total assets at end of year2015-12-31$18,006,867
Value of total assets at beginning of year2015-12-31$18,751,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$93,272
Total interest from all sources2015-12-31$6,907
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$311,774
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$311,774
Administrative expenses professional fees incurred2015-12-31$93,272
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,243,092
Participant contributions at end of year2015-12-31$156,169
Participant contributions at beginning of year2015-12-31$161,050
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$319,496
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$28,674
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-744,305
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,006,867
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,751,172
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$17,666,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$18,529,334
Interest on participant loans2015-12-31$6,907
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$155,810
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$60,788
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-424,070
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$295,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,399,239
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31REINSEL KUNTZ LESHER LLP
Accountancy firm EIN2015-12-31232108173
2014 : WOHLSEN CONSTRUCTION COMPANY 401(K)PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$5,272,660
Total transfer of assets from this plan2014-12-31$10,039,285
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$9,873
Total income from all sources (including contributions)2014-12-31$2,110,739
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,312,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,253,020
Expenses. Certain deemed distributions of participant loans2014-12-31$3,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,310,905
Value of total assets at end of year2014-12-31$18,751,172
Value of total assets at beginning of year2014-12-31$23,729,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$56,118
Total interest from all sources2014-12-31$2,657
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$533,236
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$533,236
Administrative expenses professional fees incurred2014-12-31$15,850
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,006,113
Participant contributions at end of year2014-12-31$161,050
Participant contributions at beginning of year2014-12-31$41,603
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$168,810
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$5,770
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$3,698
Other income not declared elsewhere2014-12-31$9,009
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-202,231
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,751,172
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$23,720,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$18,529,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,181,388
Interest on participant loans2014-12-31$2,657
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,155,823
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,155,823
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$60,788
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$76,659
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$254,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$10,274,428
Contributions received in cash from employer2014-12-31$135,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,247,250
Contract administrator fees2014-12-31$40,268
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$6,175
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31REINSEL KUNTZ LESHER LLP
Accountancy firm EIN2014-12-31232108173
2013 : WOHLSEN CONSTRUCTION COMPANY 401(K)PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$9,873
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$60,408
Total income from all sources (including contributions)2013-12-31$3,407,666
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,439,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,227,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,068,444
Value of total assets at end of year2013-12-31$23,729,901
Value of total assets at beginning of year2013-12-31$22,811,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$211,527
Total interest from all sources2013-12-31$15,063
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$815,709
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$619,466
Administrative expenses professional fees incurred2013-12-31$44,752
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$943,069
Participant contributions at end of year2013-12-31$41,603
Participant contributions at beginning of year2013-12-31$55,852
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$9,658
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$5,770
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$3,698
Administrative expenses (other) incurred2013-12-31$166,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$968,524
Value of net assets at end of year (total assets less liabilities)2013-12-31$23,720,028
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$22,751,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$12,181,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,393,863
Interest on participant loans2013-12-31$2,464
Interest earned on other investments2013-12-31$12,457
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,155,823
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,113,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,113,127
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$142
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$76,659
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$64,202
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,508,450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$10,274,428
Assets. Invements in employer securities at beginning of year2013-12-31$10,784,868
Contributions received in cash from employer2013-12-31$115,717
Employer contributions (assets) at beginning of year2013-12-31$400,000
Income. Dividends from common stock2013-12-31$196,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,221,845
Liabilities. Value of benefit claims payable at end of year2013-12-31$6,175
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$60,408
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31REINSEL KUNTZ LESHER LLP
Accountancy firm EIN2013-12-31232108173
2012 : WOHLSEN CONSTRUCTION COMPANY 401(K)PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$680,340
Total unrealized appreciation/depreciation of assets2012-12-31$680,340
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$60,408
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$16,566
Total income from all sources (including contributions)2012-12-31$3,956,476
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,172,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,761,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,625,471
Value of total assets at end of year2012-12-31$22,811,912
Value of total assets at beginning of year2012-12-31$20,984,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$410,715
Total interest from all sources2012-12-31$12,161
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$672,350
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$272,872
Administrative expenses professional fees incurred2012-12-31$47,617
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$936,901
Participant contributions at end of year2012-12-31$55,852
Participant contributions at beginning of year2012-12-31$74,526
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$6,027
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$164,471
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$5,770
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$4,438
Administrative expenses (other) incurred2012-12-31$363,098
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$1,784,004
Value of net assets at end of year (total assets less liabilities)2012-12-31$22,751,504
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$20,967,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$10,393,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,999,166
Interest on participant loans2012-12-31$3,408
Interest earned on other investments2012-12-31$8,753
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,113,127
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,739,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,739,067
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$64,202
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$55,449
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$966,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$10,784,868
Assets. Invements in employer securities at beginning of year2012-12-31$10,104,528
Contributions received in cash from employer2012-12-31$524,099
Employer contributions (assets) at end of year2012-12-31$400,000
Employer contributions (assets) at beginning of year2012-12-31$865
Income. Dividends from common stock2012-12-31$399,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,755,987
Liabilities. Value of benefit claims payable at end of year2012-12-31$60,408
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$16,566
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31REINSEL KUNTZ LESHER LLP
Accountancy firm EIN2012-12-31232108173
2011 : WOHLSEN CONSTRUCTION COMPANY 401(K)PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$224,808
Total unrealized appreciation/depreciation of assets2011-12-31$224,808
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$16,566
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$96,627
Total income from all sources (including contributions)2011-12-31$860,772
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,574,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,517,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$986,036
Value of total assets at end of year2011-12-31$20,984,066
Value of total assets at beginning of year2011-12-31$21,777,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$56,825
Total interest from all sources2011-12-31$8,907
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$182,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$182,463
Administrative expenses professional fees incurred2011-12-31$38,600
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$876,826
Participant contributions at end of year2011-12-31$74,526
Participant contributions at beginning of year2011-12-31$0
Participant contributions at end of year2011-12-31$6,027
Participant contributions at beginning of year2011-12-31$34,443
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,018
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$5,770
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$4,438
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,534
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$386
Other income not declared elsewhere2011-12-31$1,699
Administrative expenses (other) incurred2011-12-31$18,225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-713,340
Value of net assets at end of year (total assets less liabilities)2011-12-31$20,967,500
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$21,680,840
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,999,166
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,258,092
Interest on participant loans2011-12-31$1,181
Interest earned on other investments2011-12-31$7,726
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,739,067
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,246,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,246,110
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$55,449
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$53,750
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-543,141
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$10,104,528
Assets. Invements in employer securities at beginning of year2011-12-31$9,879,720
Contributions received in cash from employer2011-12-31$107,192
Employer contributions (assets) at end of year2011-12-31$865
Employer contributions (assets) at beginning of year2011-12-31$303,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,511,517
Liabilities. Value of benefit claims payable at end of year2011-12-31$16,566
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$96,241
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31PARENTEBEARD LLC
Accountancy firm EIN2011-12-31232932984
2010 : WOHLSEN CONSTRUCTION COMPANY 401(K)PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$887,400
Total unrealized appreciation/depreciation of assets2010-12-31$887,400
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$96,627
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$185,226
Total income from all sources (including contributions)2010-12-31$3,319,369
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$957,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$822,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,248,529
Value of total assets at end of year2010-12-31$21,777,467
Value of total assets at beginning of year2010-12-31$19,503,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$135,007
Total interest from all sources2010-12-31$139,397
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$204,327
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$204,327
Administrative expenses professional fees incurred2010-12-31$38,659
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$846,533
Participant contributions at end of year2010-12-31$34,443
Participant contributions at beginning of year2010-12-31$43,648
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$5,770
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,534
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$51,641
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$386
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$44,300
Other income not declared elsewhere2010-12-31$7,898
Administrative expenses (other) incurred2010-12-31$96,348
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,362,317
Value of net assets at end of year (total assets less liabilities)2010-12-31$21,680,840
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,318,523
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,258,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,381,719
Interest earned on other investments2010-12-31$139,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,246,110
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,385,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,385,280
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$53,750
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$45,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$831,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$9,879,720
Assets. Invements in employer securities at beginning of year2010-12-31$8,992,320
Contributions received in cash from employer2010-12-31$401,996
Employer contributions (assets) at end of year2010-12-31$303,818
Employer contributions (assets) at beginning of year2010-12-31$603,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$816,275
Liabilities. Value of benefit claims payable at end of year2010-12-31$96,241
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$140,926
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31PARENTEBEARD LLC
Accountancy firm EIN2010-12-31232932984
2009 : WOHLSEN CONSTRUCTION COMPANY 401(K)PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WOHLSEN CONSTRUCTION COMPANY 401(K)PLAN

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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered430
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered404
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered451
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $125
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees125
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered491
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $263
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees263
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered454
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $259
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees132
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered398
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $226
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees226
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
Insurance broker nameMARKLEY ACTUARIAL SERVICES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered382
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $62
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees62
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
Insurance broker nameMARKLEY ACTUARIAL SERVICES INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMML 7886843
Policy instance 2
Insurance contract or identification numberMML 7886843
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INS CO (National Association of Insurance Commissioners NAIC id number: 87793 )
Policy contract number57397184
Policy instance 1
Insurance contract or identification number57397184
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 3
Insurance contract or identification number613953
Number of Individuals Covered378
Insurance policy start date2014-12-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMML 7886843
Policy instance 2
Insurance contract or identification numberMML 7886843
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
JOHN HANCOCK LIFE INS CO (National Association of Insurance Commissioners NAIC id number: 87793 )
Policy contract number57397184
Policy instance 1
Insurance contract or identification number57397184
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
JOHN HANCOCK LIFE INS CO (National Association of Insurance Commissioners NAIC id number: 87793 )
Policy contract number57397184
Policy instance 1
Insurance contract or identification number57397184
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMML 7886843
Policy instance 2
Insurance contract or identification numberMML 7886843
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMML 7886843
Policy instance 2
Insurance contract or identification numberMML 7886843
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
JOHN HANCOCK LIFE INS CO (National Association of Insurance Commissioners NAIC id number: 87793 )
Policy contract number57397184
Policy instance 1
Insurance contract or identification number57397184
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
JOHN HANCOCK LIFE INS CO (National Association of Insurance Commissioners NAIC id number: 87793 )
Policy contract numberMML 57397184
Policy instance 1
Insurance contract or identification numberMML 57397184
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMML 7886843
Policy instance 2
Insurance contract or identification numberMML 7886843
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3