401k Plan data: CIRCLE M CONTRACTORS, INC 401(K) PLAN plan

CIRCLE M CONTRACTORS, INC 401(K) PLAN 401k Plan overview

Plan Name	CIRCLE M CONTRACTORS, INC 401(K) PLAN
Plan identification number	001

CIRCLE M CONTRACTORS, INC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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.

401k Sponsoring company profile

CIRCLE M CONTRACTORS, INC. has sponsored the creation of one or more 401k plans.

Company Name: CIRCLE M CONTRACTORS, INC.

Employer identification number (EIN): 273664871

NAIC Classification: 236110

Additional information about CIRCLE M CONTRACTORS, INC.

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 2010-09-20

Company Identification Number: C3318069

Legal Registered Office Address: 29712 Avenida De Las Banderas

Rancho Santa Margarita
United States of America (USA)
92688

More information about CIRCLE M CONTRACTORS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CIRCLE M CONTRACTORS, INC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 RICK MERCIER
001 2013-01-01 RICK MERCIER
001 2012-01-01 RICK MERCIER
001 2011-01-01 RICK MERCIER 2012-10-09

Plan Statistics for CIRCLE M CONTRACTORS, INC 401(K) PLAN

401k plan membership statisitcs for CIRCLE M CONTRACTORS, INC 401(K) PLAN

Measure Date Value
2022: CIRCLE M CONTRACTORS, INC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,578
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,842
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 6
Total of all active and inactive participants 2022-01-01 1,848
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1,848
Number of participants with account balances 2022-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CIRCLE M CONTRACTORS, INC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,477
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,424
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 6
Total of all active and inactive participants 2021-01-01 1,430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,430
Number of participants with account balances 2021-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CIRCLE M CONTRACTORS, INC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,528
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,355
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 1,356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1,356
Number of participants with account balances 2020-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CIRCLE M CONTRACTORS, INC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,781
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,477
Number of other retired or separated participants entitled to future benefits 2019-01-01 6
Total of all active and inactive participants 2019-01-01 1,483
Total participants 2019-01-01 1,483
Number of participants with account balances 2019-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CIRCLE M CONTRACTORS, INC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,209
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,779
Number of retired or separated participants receiving benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 1,781
Total participants 2018-01-01 1,781
Number of participants with account balances 2018-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: CIRCLE M CONTRACTORS, INC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 449
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 759
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 3
Total of all active and inactive participants 2017-01-01 762
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 762
Number of participants with account balances 2017-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: CIRCLE M CONTRACTORS, INC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 443
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 439
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 442
Number of participants with account balances 2016-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: CIRCLE M CONTRACTORS, INC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 382
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 440
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 443
Number of participants with account balances 2015-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CIRCLE M CONTRACTORS, INC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 262
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 382
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 382
Number of participants with account balances 2014-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CIRCLE M CONTRACTORS, INC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 233
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 260
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 262
Number of participants with account balances 2013-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CIRCLE M CONTRACTORS, INC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 269
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 226
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 229
Number of participants with account balances 2012-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2022: CIRCLE M CONTRACTORS, INC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,578
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,842
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	6
Total of all active and inactive participants	2022-01-01	1,848
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1,848
Number of participants with account balances	2022-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CIRCLE M CONTRACTORS, INC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,477
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,424
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	6
Total of all active and inactive participants	2021-01-01	1,430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,430
Number of participants with account balances	2021-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CIRCLE M CONTRACTORS, INC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,528
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,355
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	1,356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1,356
Number of participants with account balances	2020-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CIRCLE M CONTRACTORS, INC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,781
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,477
Number of other retired or separated participants entitled to future benefits	2019-01-01	6
Total of all active and inactive participants	2019-01-01	1,483
Total participants	2019-01-01	1,483
Number of participants with account balances	2019-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CIRCLE M CONTRACTORS, INC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,209
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,779
Number of retired or separated participants receiving benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	1,781
Total participants	2018-01-01	1,781
Number of participants with account balances	2018-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: CIRCLE M CONTRACTORS, INC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	449
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	759
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	3
Total of all active and inactive participants	2017-01-01	762
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	762
Number of participants with account balances	2017-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: CIRCLE M CONTRACTORS, INC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	443
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	439
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	442
Number of participants with account balances	2016-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: CIRCLE M CONTRACTORS, INC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	382
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	440
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	443
Number of participants with account balances	2015-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CIRCLE M CONTRACTORS, INC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	262
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	382
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	382
Number of participants with account balances	2014-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CIRCLE M CONTRACTORS, INC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	233
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	260
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	262
Number of participants with account balances	2013-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CIRCLE M CONTRACTORS, INC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	269
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	226
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	229
Number of participants with account balances	2012-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on CIRCLE M CONTRACTORS, INC 401(K) PLAN

Measure	Date	Value
2022 : CIRCLE M CONTRACTORS, INC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$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	$-132,819
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$72,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$40,011
Value of total corrective distributions	2022-12-31	$194
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$397,982
Value of total assets at end of year	2022-12-31	$3,258,152
Value of total assets at beginning of year	2022-12-31	$3,463,802
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$32,626
Total interest from all sources	2022-12-31	$5,989
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$346,380
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$397,982
Participant contributions at end of year	2022-12-31	$47,053
Participant contributions at beginning of year	2022-12-31	$54,120
Administrative expenses (other) incurred	2022-12-31	$2,616
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-205,650
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,258,152
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$3,463,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$15,872
Value of interest in pooled separate accounts at end of year	2022-12-31	$2,934,275
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$3,390,049
Interest on participant loans	2022-12-31	$2,641
Interest earned on other investments	2022-12-31	$3,348
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$276,824
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$19,633
Net investment gain/loss from pooled separate accounts	2022-12-31	$-536,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$40,011
Contract administrator fees	2022-12-31	$14,138
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WINDES INC
Accountancy firm EIN	2022-12-31	953001179
2021 : CIRCLE M CONTRACTORS, INC 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$703,342
Total of all expenses incurred	2021-12-31	$877,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$825,714
Value of total corrective distributions	2021-12-31	$15,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$385,214
Value of total assets at end of year	2021-12-31	$3,463,802
Value of total assets at beginning of year	2021-12-31	$3,638,457
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$36,653
Total interest from all sources	2021-12-31	$3,118
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$15,919
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$363,846
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$385,214
Participant contributions at end of year	2021-12-31	$54,120
Participant contributions at beginning of year	2021-12-31	$59,106
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$-174,655
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$3,463,802
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,638,457
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$18,240
Value of interest in pooled separate accounts at end of year	2021-12-31	$3,390,049
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$3,448,427
Interest on participant loans	2021-12-31	$3,118
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$19,633
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$130,924
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$315,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$825,714
Contract administrator fees	2021-12-31	$2,494
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WINDES INC
Accountancy firm EIN	2021-12-31	953001179
2020 : CIRCLE M CONTRACTORS, INC 401(K) PLAN 2020 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$5,174
Total income from all sources (including contributions)	2020-12-31	$685,306
Total of all expenses incurred	2020-12-31	$423,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$390,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$331,204
Value of total assets at end of year	2020-12-31	$3,638,457
Value of total assets at beginning of year	2020-12-31	$3,382,257
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$33,421
Total interest from all sources	2020-12-31	$3,940
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$337,708
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$317,541
Participant contributions at end of year	2020-12-31	$59,106
Participant contributions at beginning of year	2020-12-31	$32,918
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$13,663
Liabilities. Value of operating payables at beginning of year	2020-12-31	$5,174
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$261,374
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,638,457
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,377,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$33,421
Value of interest in pooled separate accounts at end of year	2020-12-31	$3,448,427
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$3,334,748
Interest on participant loans	2020-12-31	$3,459
Interest earned on other investments	2020-12-31	$481
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$130,924
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$14,591
Net investment gain/loss from pooled separate accounts	2020-12-31	$350,162
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$390,511
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	WINDES INC
Accountancy firm EIN	2020-12-31	953001179
2019 : CIRCLE M CONTRACTORS, INC 401(K) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$5,174
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$6,120
Total income from all sources (including contributions)	2019-12-31	$755,685
Total of all expenses incurred	2019-12-31	$100,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$64,603
Value of total corrective distributions	2019-12-31	$3,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$346,881
Value of total assets at end of year	2019-12-31	$3,382,257
Value of total assets at beginning of year	2019-12-31	$2,728,367
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$32,698
Total interest from all sources	2019-12-31	$2,507
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$272,225
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$346,881
Participant contributions at end of year	2019-12-31	$32,918
Participant contributions at beginning of year	2019-12-31	$51,817
Liabilities. Value of operating payables at end of year	2019-12-31	$5,174
Liabilities. Value of operating payables at beginning of year	2019-12-31	$6,120
Total non interest bearing cash at beginning of year	2019-12-31	$10
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$654,836
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,377,083
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,722,247
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$3,334,748
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,627,688
Interest on participant loans	2019-12-31	$2,444
Interest earned on other investments	2019-12-31	$63
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$14,591
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$48,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$534
Net investment gain/loss from pooled separate accounts	2019-12-31	$405,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$64,603
Contract administrator fees	2019-12-31	$32,698
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WINDES INC
Accountancy firm EIN	2019-12-31	953001179
2018 : CIRCLE M CONTRACTORS, INC 401(K) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$6,120
Total income from all sources (including contributions)	2018-12-31	$627,710
Total of all expenses incurred	2018-12-31	$482,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$464,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$729,636
Value of total assets at end of year	2018-12-31	$2,728,367
Value of total assets at beginning of year	2018-12-31	$2,576,705
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$18,079
Total interest from all sources	2018-12-31	$3,422
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$314,653
Participant contributions at end of year	2018-12-31	$51,817
Participant contributions at beginning of year	2018-12-31	$68,008
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$414,983
Liabilities. Value of operating payables at end of year	2018-12-31	$6,120
Total non interest bearing cash at end of year	2018-12-31	$10
Total non interest bearing cash at beginning of year	2018-12-31	$36
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$145,542
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,722,247
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,576,705
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$18,079
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,627,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,508,661
Interest on participant loans	2018-12-31	$3,422
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$48,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-105,348
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$464,089
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	LTSP INC
Accountancy firm EIN	2018-12-31	953864890
2017 : CIRCLE M CONTRACTORS, INC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$603,362
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$311,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$309,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$275,222
Value of total assets at end of year	2017-12-31	$2,576,705
Value of total assets at beginning of year	2017-12-31	$2,284,467
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,530
Total interest from all sources	2017-12-31	$3,895
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$1,530
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$228,447
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$253,505
Participant contributions at end of year	2017-12-31	$68,008
Participant contributions at beginning of year	2017-12-31	$44,810
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$21,717
Other income not declared elsewhere	2017-12-31	$62
Total non interest bearing cash at end of year	2017-12-31	$36
Total non interest bearing cash at beginning of year	2017-12-31	$36
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$292,238
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,576,705
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,284,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$2,508,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,239,621
Interest on participant loans	2017-12-31	$3,895
Net investment gain/loss from pooled separate accounts	2017-12-31	$324,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$309,594
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	LTSP, INC.
Accountancy firm EIN	2017-12-31	953864890
2016 : CIRCLE M CONTRACTORS, INC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$320,010
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$188,718
Value of total assets at end of year	2016-12-31	$2,284,467
Value of total assets at beginning of year	2016-12-31	$1,964,607
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$150
Total interest from all sources	2016-12-31	$2,798
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$150
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$188,104
Participant contributions at end of year	2016-12-31	$44,810
Participant contributions at beginning of year	2016-12-31	$64,840
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$614
Other income not declared elsewhere	2016-12-31	$-2,546
Total non interest bearing cash at end of year	2016-12-31	$36
Total non interest bearing cash at beginning of year	2016-12-31	$2,581
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$319,860
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,284,467
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,964,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,239,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,897,186
Interest on participant loans	2016-12-31	$2,798
Net investment gain/loss from pooled separate accounts	2016-12-31	$131,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	LTSP, INC.
Accountancy firm EIN	2016-12-31	953864890
2015 : CIRCLE M CONTRACTORS, INC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$100,574
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$43,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$43,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$134,732
Value of total assets at end of year	2015-12-31	$1,964,607
Value of total assets at beginning of year	2015-12-31	$1,907,770
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$555
Total interest from all sources	2015-12-31	$2,363
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 year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$555
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$134,732
Participant contributions at end of year	2015-12-31	$64,840
Participant contributions at beginning of year	2015-12-31	$33,244
Other income not declared elsewhere	2015-12-31	$2,545
Total non interest bearing cash at end of year	2015-12-31	$2,581
Total non interest bearing cash at beginning of year	2015-12-31	$36
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$56,837
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,964,607
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,907,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,897,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,874,490
Interest on participant loans	2015-12-31	$2,363
Net investment gain/loss from pooled separate accounts	2015-12-31	$-39,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$43,182
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	LESLEY, THOMAS, SCHWARZ & POSTMA,IN
Accountancy firm EIN	2015-12-31	953864890
2014 : CIRCLE M CONTRACTORS, INC 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$237,010
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$140,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$140,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$148,988
Value of total assets at end of year	2014-12-31	$1,907,770
Value of total assets at beginning of year	2014-12-31	$1,811,693
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$681
Total interest from all sources	2014-12-31	$2,866
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$681
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$108,498
Participant contributions at end of year	2014-12-31	$33,244
Participant contributions at beginning of year	2014-12-31	$69,717
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$40,490
Total non interest bearing cash at end of year	2014-12-31	$36
Total non interest bearing cash at beginning of year	2014-12-31	$36
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$96,077
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,907,770
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,811,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,874,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,741,940
Interest on participant loans	2014-12-31	$2,866
Net investment gain/loss from pooled separate accounts	2014-12-31	$85,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$140,252
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	LESLEY, THOMAS, SCHWARZ & POSTMA,IN
Accountancy firm EIN	2014-12-31	953864890
2013 : CIRCLE M CONTRACTORS, INC 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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	$0
Total income from all sources (including contributions)	2013-12-31	$519,609
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$331,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$329,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$248,280
Value of total assets at end of year	2013-12-31	$1,811,693
Value of total assets at beginning of year	2013-12-31	$1,623,288
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$1,293
Total interest from all sources	2013-12-31	$4,129
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 year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$1,175
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$85,131
Participant contributions at end of year	2013-12-31	$69,717
Participant contributions at beginning of year	2013-12-31	$49,381
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$163,149
Administrative expenses (other) incurred	2013-12-31	$118
Total non interest bearing cash at end of year	2013-12-31	$36
Total non interest bearing cash at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$188,405
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,811,693
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,623,288
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,741,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,573,907
Interest on participant loans	2013-12-31	$4,129
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$0
Net investment gain/loss from pooled separate accounts	2013-12-31	$267,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$329,911
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	FRANK DI BELLA ACCOUNTANCY CORP
Accountancy firm EIN	2013-12-31	954219933
2012 : CIRCLE M CONTRACTORS, INC 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$541,324
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$5,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$5,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$384,480
Value of total assets at end of year	2012-12-31	$1,623,288
Value of total assets at beginning of year	2012-12-31	$1,087,722
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$579
Total interest from all sources	2012-12-31	$3,391
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 year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$579
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$69,556
Participant contributions at end of year	2012-12-31	$49,381
Participant contributions at beginning of year	2012-12-31	$79,729
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$314,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$535,566
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,623,288
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,087,722
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,573,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,007,993
Interest on participant loans	2012-12-31	$3,391
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$0
Net investment gain/loss from pooled separate accounts	2012-12-31	$153,453
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$5,179
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	FRANK DI BELLA ACCOUNTANCY CORP
Accountancy firm EIN	2012-12-31	954219933

Form 5500 Responses for CIRCLE M CONTRACTORS, INC 401(K) PLAN

2022: CIRCLE M CONTRACTORS, INC 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CIRCLE M CONTRACTORS, INC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CIRCLE M CONTRACTORS, INC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CIRCLE M CONTRACTORS, INC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CIRCLE M CONTRACTORS, INC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CIRCLE M CONTRACTORS, INC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: CIRCLE M CONTRACTORS, INC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: CIRCLE M CONTRACTORS, INC 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: CIRCLE M CONTRACTORS, INC 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: CIRCLE M CONTRACTORS, INC 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: CIRCLE M CONTRACTORS, INC 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932475-013

Policy instance

Insurance contract or identification number	932475-013
Number of Individuals Covered	52
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $3,171
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	3171
Additional information about fees paid to insurance broker	0
Insurance broker organization code?	5

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932475-013

Policy instance

Insurance contract or identification number	932475-013
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of fees paid to insurance company	USD $3,737
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	3737
Insurance broker organization code?	5

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932475-013

Policy instance

Insurance contract or identification number	932475-013
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of fees paid to insurance company	USD $3,359
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	5

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932475-013

Policy instance

Insurance contract or identification number	932475-013
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of fees paid to insurance company	USD $3,015
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	3015
Insurance broker organization code?	5

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932475-013

Policy instance

Insurance contract or identification number	932475-013
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of fees paid to insurance company	USD $1,727
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1727
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

101774

Policy instance

Insurance contract or identification number	101774
Number of Individuals Covered	44
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $10,056
Total amount of fees paid to insurance company	USD $2,449
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,056
Insurance broker organization code?	3
Amount paid for insurance broker fees	2449
Additional information about fees paid to insurance broker	TPA FEES AND ADMINISTRATIVE REIMBURSEMENT
Insurance broker name	KRAVITZ, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

101774

Policy instance

Insurance contract or identification number	101774
Number of Individuals Covered	34
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $9,798
Total amount of fees paid to insurance company	USD $1,362
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,798
Insurance broker organization code?	3
Amount paid for insurance broker fees	1362
Additional information about fees paid to insurance broker	TPA FEES AND ADMINISTRATIVE REIMBURSEMENT
Insurance broker name	KRAVITZ, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

101774

Policy instance

Insurance contract or identification number	101774
Number of Individuals Covered	29
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $9,413
Total amount of fees paid to insurance company	USD $1,414
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,238
Insurance broker organization code?	3
Amount paid for insurance broker fees	1414
Additional information about fees paid to insurance broker	TPA FEES AND ADMINISTRATIVE REIMBURSEMENT
Insurance broker name	KRAVITZ, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

101774

Policy instance

Insurance contract or identification number	101774
Number of Individuals Covered	29
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $7,748
Total amount of fees paid to insurance company	USD $1,770
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes
Commission paid to Insurance Broker	USD $7,748
Insurance broker organization code?	3
Amount paid for insurance broker fees	1770
Additional information about fees paid to insurance broker	TPA FEES AND ADMINISTRATIVE REIMBURSEMENT
Insurance broker name	KRAVITZ, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

101774

Policy instance

Insurance contract or identification number	101774
Number of Individuals Covered	26
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $6,514
Total amount of fees paid to insurance company	USD $1,048
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes
Commission paid to Insurance Broker	USD $6,514
Insurance broker organization code?	3
Amount paid for insurance broker fees	1048
Additional information about fees paid to insurance broker	TPA FEES AND ADMINISTRATIVE REIMBURSEMENT
Insurance broker name	KRAVITZ, INC.

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Company Name:	CIRCLE M CONTRACTORS, INC.
Employer identification number (EIN):	273664871
NAIC Classification:	236110

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	2010-09-20
Company Identification Number:	C3318069
Legal Registered Office Address:	29712 Avenida De Las Banderas Rancho Santa Margarita United States of America (USA) 92688