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LIBERTY EXCAVATORS, INC. RETIREMENT PLAN 401k Plan overview

Plan NameLIBERTY EXCAVATORS, INC. RETIREMENT PLAN
Plan identification number 001

LIBERTY EXCAVATORS, INC. RETIREMENT 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LIBERTY EXCAVATORS, INC. has sponsored the creation of one or more 401k plans.

Company Name:LIBERTY EXCAVATORS, INC.
Employer identification number (EIN):232023985
NAIC Classification:237990
NAIC Description:Other Heavy and Civil Engineering Construction

Additional information about LIBERTY EXCAVATORS, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2279588

More information about LIBERTY EXCAVATORS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIBERTY EXCAVATORS, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JAMES P STRAUB
0012016-01-01JAMES P STRAUB
0012015-01-01JAMES P STRAUB
0012014-01-01JAMES P STRAUB
0012013-01-01JAMES P STRAUB
0012012-01-01JAMES P STRAUB
0012011-01-01JAMES P STRAUB
0012010-01-01JAMES P STRAUB
0012009-01-01JAMES P STRAUB

Plan Statistics for LIBERTY EXCAVATORS, INC. RETIREMENT PLAN

401k plan membership statisitcs for LIBERTY EXCAVATORS, INC. RETIREMENT PLAN

Measure Date Value
2022: LIBERTY EXCAVATORS, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01314
Total number of active participants reported on line 7a of the Form 55002022-01-01192
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0189
Total of all active and inactive participants2022-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01282
Number of participants with account balances2022-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0156
2021: LIBERTY EXCAVATORS, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01292
Total number of active participants reported on line 7a of the Form 55002021-01-01214
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0194
Total of all active and inactive participants2021-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01308
Number of participants with account balances2021-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0153
2020: LIBERTY EXCAVATORS, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01261
Total number of active participants reported on line 7a of the Form 55002020-01-01216
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0164
Total of all active and inactive participants2020-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01280
Number of participants with account balances2020-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0136
2019: LIBERTY EXCAVATORS, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01275
Total number of active participants reported on line 7a of the Form 55002019-01-01210
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0156
Total of all active and inactive participants2019-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01266
Number of participants with account balances2019-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0134
2018: LIBERTY EXCAVATORS, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01266
Total number of active participants reported on line 7a of the Form 55002018-01-01167
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0198
Total of all active and inactive participants2018-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01265
Number of participants with account balances2018-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0162
2017: LIBERTY EXCAVATORS, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01231
Total number of active participants reported on line 7a of the Form 55002017-01-01172
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0181
Total of all active and inactive participants2017-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01253
Number of participants with account balances2017-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0149
2016: LIBERTY EXCAVATORS, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01266
Total number of active participants reported on line 7a of the Form 55002016-01-01166
Number of other retired or separated participants entitled to future benefits2016-01-0163
Total of all active and inactive participants2016-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01229
Number of participants with account balances2016-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0158
2015: LIBERTY EXCAVATORS, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01249
Total number of active participants reported on line 7a of the Form 55002015-01-01200
Number of other retired or separated participants entitled to future benefits2015-01-0167
Total of all active and inactive participants2015-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01267
Number of participants with account balances2015-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0148
2014: LIBERTY EXCAVATORS, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01244
Total number of active participants reported on line 7a of the Form 55002014-01-01195
Number of retired or separated participants receiving benefits2014-01-0155
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01250
Number of participants with account balances2014-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0151
2013: LIBERTY EXCAVATORS, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01222
Total number of active participants reported on line 7a of the Form 55002013-01-01200
Number of other retired or separated participants entitled to future benefits2013-01-0144
Total of all active and inactive participants2013-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01244
Number of participants with account balances2013-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0157
2012: LIBERTY EXCAVATORS, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01211
Total number of active participants reported on line 7a of the Form 55002012-01-01172
Number of other retired or separated participants entitled to future benefits2012-01-0148
Total of all active and inactive participants2012-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01220
Number of participants with account balances2012-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0135
2011: LIBERTY EXCAVATORS, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01178
Total number of active participants reported on line 7a of the Form 55002011-01-01159
Number of other retired or separated participants entitled to future benefits2011-01-0151
Total of all active and inactive participants2011-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01210
Number of participants with account balances2011-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0119
2010: LIBERTY EXCAVATORS, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01165
Total number of active participants reported on line 7a of the Form 55002010-01-01144
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0129
Total of all active and inactive participants2010-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01173
Number of participants with account balances2010-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0127
2009: LIBERTY EXCAVATORS, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01178
Total number of active participants reported on line 7a of the Form 55002009-01-01141
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0123
Total of all active and inactive participants2009-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01164
Number of participants with account balances2009-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0135

Financial Data on LIBERTY EXCAVATORS, INC. RETIREMENT PLAN

Measure Date Value
2022 : LIBERTY EXCAVATORS, INC. RETIREMENT 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$0
Total income from all sources (including contributions)2022-12-31$-1,948,563
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,534,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,401,102
Expenses. Certain deemed distributions of participant loans2022-12-31$9,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,462,922
Value of total assets at end of year2022-12-31$14,424,005
Value of total assets at beginning of year2022-12-31$18,907,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$123,601
Total interest from all sources2022-12-31$28,544
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$658,839
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$658,839
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$978,323
Participant contributions at end of year2022-12-31$401,872
Participant contributions at beginning of year2022-12-31$312,377
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$24,897
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,483,072
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,424,005
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$18,907,077
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$13,372,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$17,959,626
Interest on participant loans2022-12-31$18,252
Interest earned on other investments2022-12-31$10,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$67,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$67,205
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$643,037
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$562,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,098,868
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$459,702
Employer contributions (assets) at end of year2022-12-31$7,065
Employer contributions (assets) at beginning of year2022-12-31$5,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,401,102
Contract administrator fees2022-12-31$123,601
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
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 name2022-12-31STAMBAUGH NESS, INC.
Accountancy firm EIN2022-12-31232846715
2021 : LIBERTY EXCAVATORS, INC. RETIREMENT 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$3,846,937
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,122,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$991,121
Value of total corrective distributions2021-12-31$423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,704,449
Value of total assets at end of year2021-12-31$18,907,077
Value of total assets at beginning of year2021-12-31$16,182,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$130,780
Total interest from all sources2021-12-31$25,202
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$978,105
Participant contributions at end of year2021-12-31$312,377
Participant contributions at beginning of year2021-12-31$285,956
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$77,921
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,724,613
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,907,077
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,182,464
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$17,959,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,923,505
Interest on participant loans2021-12-31$16,751
Interest earned on other investments2021-12-31$8,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$67,205
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$27,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$27,869
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$562,070
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$940,609
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,117,286
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$648,423
Employer contributions (assets) at end of year2021-12-31$5,799
Employer contributions (assets) at beginning of year2021-12-31$4,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$991,121
Contract administrator fees2021-12-31$130,780
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 name2021-12-31STAMBAUGH NESS, INC.
Accountancy firm EIN2021-12-31232846715
2020 : LIBERTY EXCAVATORS, INC. RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$77
Total income from all sources (including contributions)2020-12-31$4,583,875
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,068,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$953,296
Value of total corrective distributions2020-12-31$9,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,485,324
Value of total assets at end of year2020-12-31$16,182,464
Value of total assets at beginning of year2020-12-31$12,667,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$105,902
Total interest from all sources2020-12-31$25,458
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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
Contributions received from participants2020-12-31$773,306
Participant contributions at end of year2020-12-31$285,956
Participant contributions at beginning of year2020-12-31$296,936
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$149,581
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$77
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$3,515,133
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,182,464
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,667,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$14,923,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,086,309
Interest on participant loans2020-12-31$17,896
Interest earned on other investments2020-12-31$7,448
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$27,869
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$33,200
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$33,200
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$114
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$940,609
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$247,122
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,073,093
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$562,437
Employer contributions (assets) at end of year2020-12-31$4,525
Employer contributions (assets) at beginning of year2020-12-31$3,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$953,296
Contract administrator fees2020-12-31$105,902
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31STAMBAUGH NESS, INC.
Accountancy firm EIN2020-12-31232846715
2019 : LIBERTY EXCAVATORS, INC. RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$3,753,751
Total transfer of assets to this plan2019-12-31$3,753,751
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$77
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$77
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$77
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$77
Total income from all sources (including contributions)2019-12-31$3,266,726
Total income from all sources (including contributions)2019-12-31$3,266,726
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,275,089
Total of all expenses incurred2019-12-31$2,275,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,179,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,179,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,433,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,433,935
Value of total assets at end of year2019-12-31$12,667,408
Value of total assets at end of year2019-12-31$12,667,408
Value of total assets at beginning of year2019-12-31$7,922,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$95,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$95,736
Total interest from all sources2019-12-31$13,204
Total interest from all sources2019-12-31$13,204
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$657,047
Contributions received from participants2019-12-31$657,047
Participant contributions at end of year2019-12-31$296,936
Participant contributions at end of year2019-12-31$296,936
Participant contributions at beginning of year2019-12-31$201,423
Participant contributions at beginning of year2019-12-31$201,423
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$163,432
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$163,432
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$77
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$77
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$77
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
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$991,637
Value of net income/loss2019-12-31$991,637
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,667,331
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,667,331
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,921,943
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,921,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$12,086,309
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,086,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,486,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,486,587
Interest on participant loans2019-12-31$13,204
Interest on participant loans2019-12-31$13,204
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$33,200
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$33,200
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$37,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$37,202
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$37,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$37,202
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$247,122
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$247,122
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$195,258
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$195,258
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,819,587
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,819,587
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$613,456
Contributions received in cash from employer2019-12-31$613,456
Employer contributions (assets) at end of year2019-12-31$3,841
Employer contributions (assets) at end of year2019-12-31$3,841
Employer contributions (assets) at beginning of year2019-12-31$1,550
Employer contributions (assets) at beginning of year2019-12-31$1,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,179,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,179,353
Contract administrator fees2019-12-31$95,736
Contract administrator fees2019-12-31$95,736
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31STAMBAUGH NESS, INC.
Accountancy firm name2019-12-31STAMBAUGH NESS, INC.
Accountancy firm EIN2019-12-31232846715
Accountancy firm EIN2019-12-31232846715
2018 : LIBERTY EXCAVATORS, INC. RETIREMENT 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$77
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$77
Total income from all sources (including contributions)2018-12-31$324,394
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$415,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$336,342
Value of total corrective distributions2018-12-31$78
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$814,347
Value of total assets at end of year2018-12-31$7,922,020
Value of total assets at beginning of year2018-12-31$8,012,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$78,821
Total interest from all sources2018-12-31$11,787
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$500,000
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$512,712
Participant contributions at end of year2018-12-31$201,423
Participant contributions at beginning of year2018-12-31$187,533
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$16,290
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$77
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$77
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-90,847
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,921,943
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,012,790
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$7,486,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,597,515
Interest on participant loans2018-12-31$11,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$37,202
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$38,957
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$38,957
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$195,258
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$187,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-501,740
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$285,345
Employer contributions (assets) at end of year2018-12-31$1,550
Employer contributions (assets) at beginning of year2018-12-31$1,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$336,342
Contract administrator fees2018-12-31$78,821
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 name2018-12-31STAMBAUGH NESS, INC.
Accountancy firm EIN2018-12-31232846715
2017 : LIBERTY EXCAVATORS, INC. RETIREMENT 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$77
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$931
Total income from all sources (including contributions)2017-12-31$1,981,284
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,007,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$944,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$745,908
Value of total assets at end of year2017-12-31$8,012,867
Value of total assets at beginning of year2017-12-31$7,040,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$63,600
Total interest from all sources2017-12-31$11,230
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$454,045
Participant contributions at end of year2017-12-31$187,533
Participant contributions at beginning of year2017-12-31$277,208
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$77
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$931
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$973,340
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,012,790
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,039,450
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$7,597,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,638,042
Interest on participant loans2017-12-31$11,230
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$38,957
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$33,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$33,976
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$187,716
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$91,155
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,224,146
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$291,863
Employer contributions (assets) at end of year2017-12-31$1,146
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$944,344
Contract administrator fees2017-12-31$63,600
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 name2017-12-31STAMBAUGH NESS PC
Accountancy firm EIN2017-12-31232846715
2016 : LIBERTY EXCAVATORS, INC. RETIREMENT 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$931
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$77
Total income from all sources (including contributions)2016-12-31$1,274,039
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$445,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$407,839
Value of total corrective distributions2016-12-31$5,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$715,326
Value of total assets at end of year2016-12-31$7,040,381
Value of total assets at beginning of year2016-12-31$6,210,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$31,371
Total interest from all sources2016-12-31$12,573
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$31,371
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$451,300
Participant contributions at end of year2016-12-31$277,208
Participant contributions at beginning of year2016-12-31$234,835
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$23,554
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$931
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$77
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$828,969
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,039,450
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,210,481
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$6,638,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,886,175
Interest on participant loans2016-12-31$12,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$33,976
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$12,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$12,452
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$91,155
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$76,920
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$546,140
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$240,472
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$407,839
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 name2016-12-31STAMBAUGH NESS P.C.
Accountancy firm EIN2016-12-31232846715
2015 : LIBERTY EXCAVATORS, INC. RETIREMENT 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$77
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$641,002
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$783,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$746,322
Value of total corrective distributions2015-12-31$11,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$801,142
Value of total assets at end of year2015-12-31$6,210,558
Value of total assets at beginning of year2015-12-31$6,353,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$26,349
Total interest from all sources2015-12-31$12,212
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$26,349
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$486,049
Participant contributions at end of year2015-12-31$234,835
Participant contributions at beginning of year2015-12-31$218,888
Participant contributions at beginning of year2015-12-31$6,559
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$14,265
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$77
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-142,740
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,210,481
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,353,221
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$5,886,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,079,436
Interest on participant loans2015-12-31$12,212
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$12,452
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$11,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$11,797
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$76,920
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$32,184
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-172,352
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
Contributions received in cash from employer2015-12-31$300,828
Employer contributions (assets) at end of year2015-12-31$176
Employer contributions (assets) at beginning of year2015-12-31$4,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$746,322
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 name2015-12-31STAMBAUGH NESS P.C.
Accountancy firm EIN2015-12-31232846715
2014 : LIBERTY EXCAVATORS, INC. RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$44,592
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,083,621
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$602,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$574,906
Value of total corrective distributions2014-12-31$94
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$873,265
Value of total assets at end of year2014-12-31$6,353,221
Value of total assets at beginning of year2014-12-31$5,827,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$27,278
Total interest from all sources2014-12-31$7,190
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$27,278
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$405,893
Participant contributions at end of year2014-12-31$218,888
Participant contributions at beginning of year2014-12-31$142,024
Participant contributions at end of year2014-12-31$6,559
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$25,831
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$481,343
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,353,221
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,827,286
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$6,079,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,685,262
Interest on participant loans2014-12-31$7,189
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$11,797
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$32,184
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$203,166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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
Contributions received in cash from employer2014-12-31$441,541
Employer contributions (assets) at end of year2014-12-31$4,357
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$574,906
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
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 name2014-12-31STAMBAUGH NESS P.C.
Accountancy firm EIN2014-12-31232846715
2013 : LIBERTY EXCAVATORS, INC. RETIREMENT 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,441
Total income from all sources (including contributions)2013-12-31$1,694,352
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$560,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$534,236
Value of total corrective distributions2013-12-31$322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$789,394
Value of total assets at end of year2013-12-31$5,827,286
Value of total assets at beginning of year2013-12-31$4,697,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$25,982
Total interest from all sources2013-12-31$4,949
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$25,982
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
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$313,231
Participant contributions at end of year2013-12-31$142,024
Participant contributions at beginning of year2013-12-31$100,151
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$55,164
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$4,441
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$1,133,812
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,827,286
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,693,474
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$5,685,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,597,588
Income. Interest from loans (other than to participants)2013-12-31$4,949
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$900,009
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
Contributions received in cash from employer2013-12-31$420,999
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$534,236
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31STAMBAUGH NESS, P.C.
Accountancy firm EIN2013-12-31232846715
2012 : LIBERTY EXCAVATORS, INC. RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,441
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,183
Total income from all sources (including contributions)2012-12-31$1,005,284
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$737,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$719,621
Value of total corrective distributions2012-12-31$1,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$530,714
Value of total assets at end of year2012-12-31$4,697,915
Value of total assets at beginning of year2012-12-31$4,430,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$16,779
Total interest from all sources2012-12-31$7,719
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$16,779
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$220,095
Participant contributions at end of year2012-12-31$100,151
Participant contributions at beginning of year2012-12-31$167,239
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$1,107
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$4,441
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$4,183
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
Value of net income/loss2012-12-31$267,551
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,693,474
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,425,923
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$4,597,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,261,527
Interest on participant loans2012-12-31$7,719
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$466,851
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
Contributions received in cash from employer2012-12-31$310,619
Employer contributions (assets) at end of year2012-12-31$176
Employer contributions (assets) at beginning of year2012-12-31$233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$719,621
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31STAMBAUGH NESS, P.C.
Accountancy firm EIN2012-12-31232846715
2011 : LIBERTY EXCAVATORS, INC. RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,183
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$474,644
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$772,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$757,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$722,352
Value of total assets at end of year2011-12-31$4,430,106
Value of total assets at beginning of year2011-12-31$4,724,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$15,378
Total interest from all sources2011-12-31$11,412
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$15,378
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
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$224,273
Participant contributions at end of year2011-12-31$167,239
Participant contributions at beginning of year2011-12-31$221,378
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$25,565
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,107
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$4,183
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-298,286
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,425,923
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,724,209
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$4,261,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,356,201
Interest on participant loans2011-12-31$11,412
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$134,075
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$12,555
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-260,139
Net investment gain or loss from common/collective trusts2011-12-31$1,019
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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
Contributions received in cash from employer2011-12-31$472,514
Employer contributions (assets) at end of year2011-12-31$233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$757,552
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31STAMBAUGH NESS, P.C.
Accountancy firm EIN2011-12-31232846715
2010 : LIBERTY EXCAVATORS, INC. RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,220,245
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$824,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$807,828
Expenses. Certain deemed distributions of participant loans2010-12-31$4,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$650,324
Value of total assets at end of year2010-12-31$4,724,209
Value of total assets at beginning of year2010-12-31$4,328,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$12,369
Total interest from all sources2010-12-31$10,446
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$261,117
Participant contributions at end of year2010-12-31$221,378
Participant contributions at beginning of year2010-12-31$221,768
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$4,248
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,108
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$395,611
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,724,209
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,328,598
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
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,356,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,972,456
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$10,446
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$134,075
Value of interest in common/collective trusts at beginning of year2010-12-31$107,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$12,555
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$16,689
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$556,548
Net investment gain/loss from pooled separate accounts2010-12-31$44
Net investment gain or loss from common/collective trusts2010-12-31$2,883
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$389,207
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$4,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$807,828
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$12,369
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
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
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31STAMBAUGH NESS
Accountancy firm EIN2010-12-31232846715
2009 : LIBERTY EXCAVATORS, INC. RETIREMENT 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 LIBERTY EXCAVATORS, INC. RETIREMENT PLAN

2022: LIBERTY EXCAVATORS, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
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: LIBERTY EXCAVATORS, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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: LIBERTY EXCAVATORS, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
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: LIBERTY EXCAVATORS, INC. RETIREMENT 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: LIBERTY EXCAVATORS, INC. RETIREMENT 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: LIBERTY EXCAVATORS, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple 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 – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LIBERTY EXCAVATORS, INC. RETIREMENT 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 – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LIBERTY EXCAVATORS, INC. RETIREMENT 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 – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LIBERTY EXCAVATORS, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple 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 – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LIBERTY EXCAVATORS, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LIBERTY EXCAVATORS, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LIBERTY EXCAVATORS, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple 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: LIBERTY EXCAVATORS, INC. RETIREMENT 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 – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LIBERTY EXCAVATORS, INC. RETIREMENT 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 – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number777420-01
Policy instance 4
Insurance contract or identification number777420-01
Number of Individuals Covered2
Insurance policy start date2022-10-29
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 number777419-01
Policy instance 3
Insurance contract or identification number777419-01
Number of Individuals Covered12
Insurance policy start date2022-10-29
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 number777418-01
Policy instance 2
Insurance contract or identification number777418-01
Number of Individuals Covered32
Insurance policy start date2022-10-29
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 numberMR 61214-1
Policy instance 1
Insurance contract or identification numberMR 61214-1
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-10-28
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61214-1
Policy instance 1
Insurance contract or identification numberMR 61214-1
Number of Individuals Covered300
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 numberMR 61214-1
Policy instance 1
Insurance contract or identification numberMR 61214-1
Number of Individuals Covered273
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 numberMR 61214-1
Policy instance 1
Insurance contract or identification numberMR 61214-1
Number of Individuals Covered256
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 numberMR 61214-1
Policy instance 1
Insurance contract or identification numberMR 61214-1
Number of Individuals Covered265
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 numberMR 61214-1
Policy instance 1
Insurance contract or identification numberMR 61214-1
Number of Individuals Covered253
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 numberMR 61214-1
Policy instance 1
Insurance contract or identification numberMR 61214-1
Number of Individuals Covered253
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $142
Total amount of fees paid to insurance companyUSD $0
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?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
Commission paid to Insurance BrokerUSD $142
Insurance broker organization code?4
Insurance broker nameNFP INSURANCE SERVICES INC.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61214-1
Policy instance 1
Insurance contract or identification numberMR 61214-1
Number of Individuals Covered224
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $53
Total amount of fees paid to insurance companyUSD $0
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?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
Commission paid to Insurance BrokerUSD $36
Insurance broker organization code?1
Insurance broker nameNFP INSURANCE SERVICES INC.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-Y3-XE21
Policy instance 1
Insurance contract or identification numberGAP-Y3-XE21
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $13
Total amount of fees paid to insurance companyUSD $0
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?Yes
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-Y3-XE21
Policy instance 1
Insurance contract or identification numberGAP-Y3-XE21
Number of Individuals Covered170
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $32
Total amount of fees paid to insurance companyUSD $0
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?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
Commission paid to Insurance BrokerUSD $4
Additional information about fees paid to insurance brokerINVESTMENT ADVICE
Insurance broker organization code?4
Insurance broker nameLPL FINANCIAL CORPORATION

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