?>
Logo

DAUGHERTY CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameDAUGHERTY CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 002

DAUGHERTY CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

DAUGHERTY CONSTRUCTION, INC. has sponsored the creation of one or more 401k plans.

Company Name:DAUGHERTY CONSTRUCTION, INC.
Employer identification number (EIN):341617760
NAIC Classification:238100

Additional information about DAUGHERTY CONSTRUCTION, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1978-06-06
Company Identification Number: 574838
Legal Registered Office Address: 1375 JACKSON STREET

FORT MYERS

33902

More information about DAUGHERTY CONSTRUCTION, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAUGHERTY CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01HAROLD E. DAUGHERTY2023-04-14 HAROLD E. DAUGHERTY2023-04-14
0022021-01-01HAROLD E. DAUGHERTY2022-04-12 HAROLD E. DAUGHERTY2022-04-12
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01HAROLD DAUGHERTY2013-03-15 HAROLD DAUGHERTY2013-03-15
0022011-01-01HAROLD DAUGHERTY2012-03-28 HAROLD DAUGHERTY2012-03-28
0022010-01-01HAROLD DAUGHERTY2011-06-25 HAROLD DAUGHERTY2011-06-25

Plan Statistics for DAUGHERTY CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for DAUGHERTY CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: DAUGHERTY CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0144
Total number of active participants reported on line 7a of the Form 55002022-01-0136
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-019
Total of all active and inactive participants2022-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0145
Number of participants with account balances2022-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: DAUGHERTY CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0144
Total number of active participants reported on line 7a of the Form 55002021-01-0136
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-018
Total of all active and inactive participants2021-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0144
Number of participants with account balances2021-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018

Financial Data on DAUGHERTY CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : DAUGHERTY CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-997,444
Expenses. Total of all expenses incurred2022-12-31$145,840
Benefits paid (including direct rollovers)2022-12-31$105,847
Total plan assets at end of year2022-12-31$6,204,504
Total plan assets at beginning of year2022-12-31$7,347,788
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$52,497
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-1,134,963
Net income (gross income less expenses)2022-12-31$-1,143,284
Net plan assets at end of year (total assets less liabilities)2022-12-31$6,204,504
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$7,347,788
Assets. Value of participant loans2022-12-31$28,335
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$16,589
Total contributions received or receivable from employer(s)2022-12-31$85,022
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$39,993
2021 : DAUGHERTY CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,206,515
Expenses. Total of all expenses incurred2021-12-31$105,173
Benefits paid (including direct rollovers)2021-12-31$73,061
Total plan assets at end of year2021-12-31$7,347,788
Total plan assets at beginning of year2021-12-31$6,246,446
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$79,763
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$1,001,892
Net income (gross income less expenses)2021-12-31$1,101,342
Net plan assets at end of year (total assets less liabilities)2021-12-31$7,347,788
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$6,246,446
Assets. Value of participant loans2021-12-31$48,131
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-12-31$14,437
Total contributions received or receivable from employer(s)2021-12-31$124,860
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$32,112
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0

Form 5500 Responses for DAUGHERTY CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN AND TRUST

2022: DAUGHERTY CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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: DAUGHERTY CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number514007-01
Policy instance 1
Insurance contract or identification number514007-01
Number of Individuals Covered12
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number514007-01
Policy instance 1
Insurance contract or identification number514007-01
Number of Individuals Covered11
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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

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

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

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

See full terms and conditions

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