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ASSOCIATED CONSTRUCTION AND ENGINEERING, INC. 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameASSOCIATED CONSTRUCTION AND ENGINEERING, INC. 401K PROFIT SHARING PLAN
Plan identification number 001

ASSOCIATED CONSTRUCTION AND ENGINEERING, INC. 401K PROFIT SHARING 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

ASSOCIATED CONSTRUCTION AND ENGINEERING, INC. has sponsored the creation of one or more 401k plans.

Company Name:ASSOCIATED CONSTRUCTION AND ENGINEERING, INC.
Employer identification number (EIN):274752336
NAIC Classification:332400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATED CONSTRUCTION AND ENGINEERING, INC. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01LARRY WOMBLES2023-10-16 LARRY WOMBLES2023-10-16
0012021-01-01DAWN WILLIS2022-10-17
0012020-01-01DAWN ROIZ2022-03-03
0012019-01-01DAWN ROIZ2022-03-03
0012018-01-01DAWN ROIZ2022-03-03
0012017-01-01DAWN ROIZ2022-03-03
0012016-01-01
0012016-01-01DAWN ROIZ2022-03-03
0012015-01-01
0012015-01-01

Plan Statistics for ASSOCIATED CONSTRUCTION AND ENGINEERING, INC. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for ASSOCIATED CONSTRUCTION AND ENGINEERING, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2022: ASSOCIATED CONSTRUCTION AND ENGINEERING, INC. 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01176
Total number of active participants reported on line 7a of the Form 55002022-01-01208
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0161
Total of all active and inactive participants2022-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01269
Number of participants with account balances2022-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: ASSOCIATED CONSTRUCTION AND ENGINEERING, INC. 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01254
Total number of active participants reported on line 7a of the Form 55002021-01-01169
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-017
Total of all active and inactive participants2021-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01176
Number of participants with account balances2021-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: ASSOCIATED CONSTRUCTION AND ENGINEERING, INC. 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01297
Total number of active participants reported on line 7a of the Form 55002020-01-01249
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0159
Total of all active and inactive participants2020-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01308
Number of participants with account balances2020-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: ASSOCIATED CONSTRUCTION AND ENGINEERING, INC. 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01384
Total number of active participants reported on line 7a of the Form 55002019-01-01204
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0180
Total of all active and inactive participants2019-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01284
Number of participants with account balances2019-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0115
2018: ASSOCIATED CONSTRUCTION AND ENGINEERING, INC. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01391
Total number of active participants reported on line 7a of the Form 55002018-01-01213
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01153
Total of all active and inactive participants2018-01-01366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01366
Number of participants with account balances2018-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0114
2017: ASSOCIATED CONSTRUCTION AND ENGINEERING, INC. 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01356
Total number of active participants reported on line 7a of the Form 55002017-01-01224
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01122
Total of all active and inactive participants2017-01-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01346
Number of participants with account balances2017-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: ASSOCIATED CONSTRUCTION AND ENGINEERING, INC. 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01342
Total number of active participants reported on line 7a of the Form 55002016-01-01249
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01140
Total of all active and inactive participants2016-01-01389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01389
Number of participants with account balances2016-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: ASSOCIATED CONSTRUCTION AND ENGINEERING, INC. 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01323
Total number of active participants reported on line 7a of the Form 55002015-01-01232
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-01102
Total of all active and inactive participants2015-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01337
Number of participants with account balances2015-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0114

Financial Data on ASSOCIATED CONSTRUCTION AND ENGINEERING, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2022 : ASSOCIATED CONSTRUCTION AND ENGINEERING, INC. 401K PROFIT SHARING 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$24,724
Total income from all sources (including contributions)2022-12-31$625,991
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,094,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,066,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,309,884
Value of total assets at end of year2022-12-31$6,135,271
Value of total assets at beginning of year2022-12-31$6,628,399
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$27,938
Total interest from all sources2022-12-31$39,033
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 year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$27,938
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 period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$190,947
Participant contributions at end of year2022-12-31$510,316
Participant contributions at beginning of year2022-12-31$473,385
Participant contributions at end of year2022-12-31$8,155
Participant contributions at beginning of year2022-12-31$13,409
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$24,724
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-468,404
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,135,271
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,603,675
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 pooled separate accounts at end of year2022-12-31$4,613,809
Value of interest in pooled separate accounts at beginning of year2022-12-31$5,091,885
Interest on participant loans2022-12-31$28,893
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$981,024
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,046,096
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,046,096
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$10,140
Net investment gain/loss from pooled separate accounts2022-12-31$-722,926
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,118,937
Employer contributions (assets) at end of year2022-12-31$21,967
Employer contributions (assets) at beginning of year2022-12-31$3,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,066,457
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 name2022-12-31LEE CPA AUDIT GROUP
Accountancy firm EIN2022-12-31814637885
2021 : ASSOCIATED CONSTRUCTION AND ENGINEERING, INC. 401K PROFIT SHARING 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$24,724
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$11,563
Total income from all sources (including contributions)2021-12-31$1,715,635
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$664,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$634,065
Value of total corrective distributions2021-12-31$24,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,053,606
Value of total assets at end of year2021-12-31$6,628,399
Value of total assets at beginning of year2021-12-31$5,564,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$5,619
Total interest from all sources2021-12-31$31,483
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
Administrative expenses professional fees incurred2021-12-31$5,619
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$240,013
Participant contributions at end of year2021-12-31$473,385
Participant contributions at beginning of year2021-12-31$559,605
Participant contributions at end of year2021-12-31$13,409
Participant contributions at beginning of year2021-12-31$5,392
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$24,724
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$11,563
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$1,051,227
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,603,675
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,552,448
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$0
Value of interest in pooled separate accounts at end of year2021-12-31$5,091,885
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,709,387
Interest on participant loans2021-12-31$20,348
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,046,096
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,284,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,284,780
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$11,135
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$630,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$813,593
Employer contributions (assets) at end of year2021-12-31$3,624
Employer contributions (assets) at beginning of year2021-12-31$4,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$634,065
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 name2021-12-31LEE CPA AUDIT GROUP
Accountancy firm EIN2021-12-31814637885
2020 : ASSOCIATED CONSTRUCTION AND ENGINEERING, INC. 401K PROFIT SHARING 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$11,563
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$11,563
Total income from all sources (including contributions)2020-12-31$1,468,233
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,024,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,015,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$958,811
Value of total assets at end of year2020-12-31$5,553,772
Value of total assets at beginning of year2020-12-31$5,110,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$9,353
Total interest from all sources2020-12-31$45,530
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$250,851
Participant contributions at end of year2020-12-31$559,605
Participant contributions at beginning of year2020-12-31$522,048
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$87,645
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$11,563
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$11,563
Other income not declared elsewhere2020-12-31$2,765
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$443,548
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,542,209
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,098,661
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$0
Value of interest in pooled separate accounts at end of year2020-12-31$3,709,387
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,335,087
Income. Interest from loans (other than to participants)2020-12-31$28,392
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,284,780
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,253,089
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,253,089
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$17,138
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$461,127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$620,315
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,015,332
Contract administrator fees2020-12-31$9,353
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LEE CPA AUDIT GROUP
Accountancy firm EIN2020-12-31814637885
2019 : ASSOCIATED CONSTRUCTION AND ENGINEERING, INC. 401K PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$11,563
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,603,501
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$950,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$921,433
Value of total corrective distributions2019-12-31$11,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$950,344
Value of total assets at end of year2019-12-31$5,110,224
Value of total assets at beginning of year2019-12-31$4,446,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$17,991
Total interest from all sources2019-12-31$41,027
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$294,693
Participant contributions at end of year2019-12-31$522,048
Participant contributions at beginning of year2019-12-31$356,145
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$116,620
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$11,563
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$652,514
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,098,661
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,446,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$3,335,087
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,760,041
Interest on participant loans2019-12-31$20,836
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,253,089
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,329,961
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,329,961
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$20,191
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$612,130
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$539,031
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$921,433
Contract administrator fees2019-12-31$17,991
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LEE CPA AUDIT GROUP
Accountancy firm EIN2019-12-31814637885
2018 : ASSOCIATED CONSTRUCTION AND ENGINEERING, INC. 401K PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$680,089
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$985,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$975,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$924,780
Value of total assets at end of year2018-12-31$4,446,147
Value of total assets at beginning of year2018-12-31$4,751,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,678
Total interest from all sources2018-12-31$33,129
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$326,062
Participant contributions at end of year2018-12-31$356,145
Participant contributions at beginning of year2018-12-31$187,707
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$23,891
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-305,387
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,446,147
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,751,534
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Value of interest in pooled separate accounts at end of year2018-12-31$2,760,041
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,563,827
Interest on participant loans2018-12-31$20,173
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,329,961
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$12,956
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-277,820
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$574,827
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$975,798
Contract administrator fees2018-12-31$9,678
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
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LEE CPA AUDIT GROUP
Accountancy firm EIN2018-12-31814637885
2017 : ASSOCIATED CONSTRUCTION AND ENGINEERING, INC. 401K PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,165,350
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$504,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$477,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$681,045
Value of total assets at end of year2017-12-31$4,751,534
Value of total assets at beginning of year2017-12-31$4,090,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$26,077
Total interest from all sources2017-12-31$7,861
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$296,496
Participant contributions at end of year2017-12-31$187,707
Participant contributions at beginning of year2017-12-31$236,964
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$4,440
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,125
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$661,285
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,751,534
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,090,249
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,814,503
Value of interest in pooled separate accounts at end of year2017-12-31$4,563,827
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$7,861
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$82,364
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$950,875
Net investment gain/loss from pooled separate accounts2017-12-31$476,444
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$382,424
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$1,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$477,988
Contract administrator fees2017-12-31$26,077
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
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LEE CPA AUDIT GROUP
Accountancy firm EIN2017-12-31814637885
2016 : ASSOCIATED CONSTRUCTION AND ENGINEERING, INC. 401K PROFIT SHARING 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$36
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$36
Total income from all sources (including contributions)2016-12-31$927,122
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$444,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$420,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$685,182
Value of total assets at end of year2016-12-31$4,076,134
Value of total assets at beginning of year2016-12-31$3,593,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$24,007
Total interest from all sources2016-12-31$7,613
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
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$200,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$297,769
Participant contributions at end of year2016-12-31$228,321
Participant contributions at beginning of year2016-12-31$217,950
Participant contributions at end of year2016-12-31$71
Participant contributions at beginning of year2016-12-31$2,426
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$36
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$36
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$482,759
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,076,098
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,593,339
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
Investment advisory and management fees2016-12-31$24,007
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,814,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest in pooled separate accounts at end of year2016-12-31$2,896,867
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,280,644
Interest on participant loans2016-12-31$7,613
Value of interest in common/collective trusts at end of year2016-12-31$82,364
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$950,875
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$915,529
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$234,327
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$387,413
Employer contributions (assets) at end of year2016-12-31$1,103
Employer contributions (assets) at beginning of year2016-12-31$176,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$420,356
Contract administrator fees2016-12-31$24,007
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 name2016-12-31GLENN BURDETTE, CPAS
Accountancy firm EIN2016-12-31952772601
2015 : ASSOCIATED CONSTRUCTION AND ENGINEERING, INC. 401K PROFIT SHARING PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$36
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,113
Total income from all sources (including contributions)2015-12-31$788,046
Total of all expenses incurred2015-12-31$552,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$529,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$837,276
Value of total assets at end of year2015-12-31$3,593,375
Value of total assets at beginning of year2015-12-31$3,362,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$22,864
Total interest from all sources2015-12-31$6,466
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$200,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$328,527
Participant contributions at end of year2015-12-31$217,950
Participant contributions at beginning of year2015-12-31$176,064
Participant contributions at end of year2015-12-31$2,426
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$36
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$5,113
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$235,655
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,593,339
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,357,684
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
Investment advisory and management fees2015-12-31$22,864
Value of interest in pooled separate accounts at end of year2015-12-31$2,280,644
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,154,763
Interest on participant loans2015-12-31$6,466
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$915,529
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$847,191
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-55,696
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$508,749
Employer contributions (assets) at end of year2015-12-31$176,826
Employer contributions (assets) at beginning of year2015-12-31$184,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$529,527
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 name2015-12-31GLENN BURDETTE, CPAS
Accountancy firm EIN2015-12-31952772601

Form 5500 Responses for ASSOCIATED CONSTRUCTION AND ENGINEERING, INC. 401K PROFIT SHARING PLAN

2022: ASSOCIATED CONSTRUCTION AND ENGINEERING, INC. 401K PROFIT SHARING 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: ASSOCIATED CONSTRUCTION AND ENGINEERING, INC. 401K PROFIT SHARING 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: ASSOCIATED CONSTRUCTION AND ENGINEERING, INC. 401K PROFIT SHARING 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: ASSOCIATED CONSTRUCTION AND ENGINEERING, INC. 401K PROFIT SHARING 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: ASSOCIATED CONSTRUCTION AND ENGINEERING, INC. 401K PROFIT SHARING 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: ASSOCIATED CONSTRUCTION AND ENGINEERING, INC. 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ASSOCIATED CONSTRUCTION AND ENGINEERING, INC. 401K PROFIT SHARING 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: ASSOCIATED CONSTRUCTION AND ENGINEERING, INC. 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
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

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number842808
Policy instance 1
Insurance contract or identification number842808
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $8,856
Total amount of fees paid to insurance companyUSD $1,476
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?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
Commission paid to Insurance BrokerUSD $8,856
Insurance broker organization code?3
Amount paid for insurance broker fees1476
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number759233-01
Policy instance 2
Insurance contract or identification number759233-01
Number of Individuals Covered174
Insurance policy start date2022-04-23
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $8,829
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,829
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number842808
Policy instance 1
Insurance contract or identification number842808
Number of Individuals Covered173
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $15,805
Total amount of fees paid to insurance companyUSD $2,634
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?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 $15,805
Insurance broker organization code?3
Amount paid for insurance broker fees2634
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number842808
Policy instance 1
Insurance contract or identification number842808
Number of Individuals Covered156
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $13,500
Total amount of fees paid to insurance companyUSD $2,245
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?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 $13,500
Insurance broker organization code?3
Amount paid for insurance broker fees2245
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number842808
Policy instance 1
Insurance contract or identification number842808
Number of Individuals Covered261
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $9,894
Total amount of fees paid to insurance companyUSD $542
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?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
Commission paid to Insurance BrokerUSD $9,894
Insurance broker organization code?3
Amount paid for insurance broker fees542
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341370
Policy instance 2
Insurance contract or identification number341370
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $367
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?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
Amount paid for insurance broker fees367
Additional information about fees paid to insurance brokerTPA ALLOWANCE
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341370
Policy instance 1
Insurance contract or identification number341370
Number of Individuals Covered233
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,086
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?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
Amount paid for insurance broker fees2086
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341370
Policy instance 1
Insurance contract or identification number341370
Number of Individuals Covered224
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
Total amount of commissions paid to insurance brokerUSD $11,753
Total amount of fees paid to insurance companyUSD $2,094
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?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
Commission paid to Insurance BrokerUSD $9,403
Insurance broker organization code?3
Amount paid for insurance broker fees2094
Additional information about fees paid to insurance brokerTPA SERVICES

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