401k Plan data: COFFMAN EXCAVATION, INC. UNION 401(K) PROFIT SHARING PLAN plan

COFFMAN EXCAVATION, INC. UNION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	COFFMAN EXCAVATION, INC. UNION 401(K) PROFIT SHARING PLAN
Plan identification number	003

COFFMAN EXCAVATION, INC. UNION 401(K) PROFIT SHARING 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

COFFMAN EXCAVATION, INC. has sponsored the creation of one or more 401k plans.

Company Name: COFFMAN EXCAVATION, INC.

Employer identification number (EIN): 364749989

NAIC Classification: 237990
NAIC Description: Other Heavy and Civil Engineering Construction

Additional information about COFFMAN EXCAVATION, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 2000-02-24

Company Identification Number: 73784085

Legal Registered Office Address: 1000 SW BROADWAY SUITE 1910

PORTLAND
United States of America (USA)
97205

More information about COFFMAN EXCAVATION, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COFFMAN EXCAVATION, INC. UNION 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 BEVERLY CALDWELL 2018-09-24 BEVERLY CALDWELL 2018-09-24
003 2016-01-01 MARGARET CHAFFIN 2017-10-11 MARGARET CHAFFIN 2017-10-11
003 2015-01-01 MARGARET CHAFFIN 2016-10-11 MARGARET CHAFFIN 2016-10-11
003 2014-01-01 MARGARET CHAFFIN 2015-10-14 MARGARET CHAFFIN 2015-10-14
003 2013-01-01 MARGARET CHAFFIN 2014-10-14 MARGARET CHAFFIN 2014-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01	BEVERLY CALDWELL	2018-09-24	BEVERLY CALDWELL	2018-09-24
003	2016-01-01	MARGARET CHAFFIN	2017-10-11	MARGARET CHAFFIN	2017-10-11
003	2015-01-01	MARGARET CHAFFIN	2016-10-11	MARGARET CHAFFIN	2016-10-11
003	2014-01-01	MARGARET CHAFFIN	2015-10-14	MARGARET CHAFFIN	2015-10-14
003	2013-01-01	MARGARET CHAFFIN	2014-10-14	MARGARET CHAFFIN	2014-10-14

Plan Statistics for COFFMAN EXCAVATION, INC. UNION 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for COFFMAN EXCAVATION, INC. UNION 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: COFFMAN EXCAVATION, INC. UNION 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 114
Number of retired or separated participants receiving benefits 2022-01-01 6
Number of other retired or separated participants entitled to future benefits 2022-01-01 31
Total of all active and inactive participants 2022-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 152
Number of participants with account balances 2022-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 7
2021: COFFMAN EXCAVATION, INC. UNION 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 174
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 139
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 23
Total of all active and inactive participants 2021-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 166
Number of participants with account balances 2021-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: COFFMAN EXCAVATION, INC. UNION 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 184
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 136
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 28
Total of all active and inactive participants 2020-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 166
Number of participants with account balances 2020-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 3
2019: COFFMAN EXCAVATION, INC. UNION 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 126
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 21
Total of all active and inactive participants 2019-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 148
Number of participants with account balances 2019-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 6
2018: COFFMAN EXCAVATION, INC. UNION 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 115
Number of retired or separated participants receiving benefits 2018-01-01 19
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 135
Number of participants with account balances 2018-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 4

Measure	Date	Value
2022: COFFMAN EXCAVATION, INC. UNION 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	114
Number of retired or separated participants receiving benefits	2022-01-01	6
Number of other retired or separated participants entitled to future benefits	2022-01-01	31
Total of all active and inactive participants	2022-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	152
Number of participants with account balances	2022-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	7
2021: COFFMAN EXCAVATION, INC. UNION 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	174
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	139
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	23
Total of all active and inactive participants	2021-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	166
Number of participants with account balances	2021-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: COFFMAN EXCAVATION, INC. UNION 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	184
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	136
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	28
Total of all active and inactive participants	2020-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	166
Number of participants with account balances	2020-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	3
2019: COFFMAN EXCAVATION, INC. UNION 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	126
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	21
Total of all active and inactive participants	2019-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	148
Number of participants with account balances	2019-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	6
2018: COFFMAN EXCAVATION, INC. UNION 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	115
Number of retired or separated participants receiving benefits	2018-01-01	19
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	135
Number of participants with account balances	2018-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	4

Financial Data on COFFMAN EXCAVATION, INC. UNION 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : COFFMAN EXCAVATION, INC. UNION 401(K) PROFIT SHARING 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	$-3,257,315
Total loss/gain on sale of assets	2022-12-31	$46,669
Total of all expenses incurred	2022-12-31	$626,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$567,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$609,970
Value of total assets at end of year	2022-12-31	$6,451,775
Value of total assets at beginning of year	2022-12-31	$10,335,774
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$58,814
Total interest from all sources	2022-12-31	$10,591
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$99,926
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$99,926
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
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	$500,218
Participant contributions at end of year	2022-12-31	$250,162
Participant contributions at beginning of year	2022-12-31	$204,087
Participant contributions at end of year	2022-12-31	$7,376
Participant contributions at beginning of year	2022-12-31	$38,306
Other income not declared elsewhere	2022-12-31	$27
Total non interest bearing cash at end of year	2022-12-31	$10,096
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	$-3,883,999
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$6,451,775
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$10,335,774
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	$42,851
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$1,977,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$2,869,306
Interest on participant loans	2022-12-31	$10,591
Value of interest in common/collective trusts at end of year	2022-12-31	$4,097,344
Value of interest in common/collective trusts at beginning of year	2022-12-31	$7,098,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-932,806
Net investment gain or loss from common/collective trusts	2022-12-31	$-3,091,692
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
Contributions received in cash from employer	2022-12-31	$109,752
Employer contributions (assets) at end of year	2022-12-31	$109,752
Employer contributions (assets) at beginning of year	2022-12-31	$125,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$567,870
Contract administrator fees	2022-12-31	$15,963
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
Aggregate proceeds on sale of assets	2022-12-31	$1,116,778
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$1,070,109
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	VAN BEEK & CO, LLC
Accountancy firm EIN	2022-12-31	931328920
2021 : COFFMAN EXCAVATION, INC. UNION 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$811,248
Total loss/gain on sale of assets	2021-12-31	$342,764
Total of all expenses incurred	2021-12-31	$458,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$384,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$727,959
Value of total assets at end of year	2021-12-31	$10,335,774
Value of total assets at beginning of year	2021-12-31	$9,982,893
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$74,325
Total interest from all sources	2021-12-31	$12,627
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$320,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$320,879
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$601,978
Participant contributions at end of year	2021-12-31	$204,087
Participant contributions at beginning of year	2021-12-31	$238,649
Participant contributions at end of year	2021-12-31	$38,306
Participant contributions at beginning of year	2021-12-31	$6,605
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	$352,881
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$10,335,774
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$9,982,893
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	$54,396
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$2,869,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$2,539,037
Interest on participant loans	2021-12-31	$12,627
Value of interest in common/collective trusts at end of year	2021-12-31	$7,098,094
Value of interest in common/collective trusts at beginning of year	2021-12-31	$7,087,439
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$-77,381
Net investment gain or loss from common/collective trusts	2021-12-31	$-515,600
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
Contributions received in cash from employer	2021-12-31	$125,981
Employer contributions (assets) at end of year	2021-12-31	$125,981
Employer contributions (assets) at beginning of year	2021-12-31	$111,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$384,042
Contract administrator fees	2021-12-31	$19,929
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
Aggregate proceeds on sale of assets	2021-12-31	$767,132
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$424,368
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	VAN BEEK & CO, LLC
Accountancy firm EIN	2021-12-31	931328920
2020 : COFFMAN EXCAVATION, INC. UNION 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$4,078,134
Total loss/gain on sale of assets	2020-12-31	$252,993
Total of all expenses incurred	2020-12-31	$547,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$497,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$637,037
Value of total assets at end of year	2020-12-31	$9,982,893
Value of total assets at beginning of year	2020-12-31	$6,451,842
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$49,443
Total interest from all sources	2020-12-31	$11,081
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$132,797
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$132,797
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$518,474
Participant contributions at end of year	2020-12-31	$238,649
Participant contributions at beginning of year	2020-12-31	$203,333
Participant contributions at end of year	2020-12-31	$6,605
Participant contributions at beginning of year	2020-12-31	$7,527
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$7,400
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	$3,531,051
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$9,982,893
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,451,842
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	$36,918
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$2,539,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,118,227
Interest on participant loans	2020-12-31	$11,081
Value of interest in common/collective trusts at end of year	2020-12-31	$7,087,439
Value of interest in common/collective trusts at beginning of year	2020-12-31	$4,005,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$469,190
Net investment gain or loss from common/collective trusts	2020-12-31	$2,575,036
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
Contributions received in cash from employer	2020-12-31	$111,163
Employer contributions (assets) at end of year	2020-12-31	$111,163
Employer contributions (assets) at beginning of year	2020-12-31	$117,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$497,640
Contract administrator fees	2020-12-31	$12,525
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
Aggregate proceeds on sale of assets	2020-12-31	$896,642
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$643,649
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	VAN BEEK & CO, LLC.
Accountancy firm EIN	2020-12-31	931328920
2019 : COFFMAN EXCAVATION, INC. UNION 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
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	$1,885,924
Total income from all sources (including contributions)	2019-12-31	$1,885,924
Total loss/gain on sale of assets	2019-12-31	$50,076
Total loss/gain on sale of assets	2019-12-31	$50,076
Total of all expenses incurred	2019-12-31	$92,657
Total of all expenses incurred	2019-12-31	$92,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$46,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$46,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$627,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$627,827
Value of total assets at end of year	2019-12-31	$6,451,842
Value of total assets at end of year	2019-12-31	$6,451,842
Value of total assets at beginning of year	2019-12-31	$4,658,575
Value of total assets at beginning of year	2019-12-31	$4,658,575
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$46,128
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$46,128
Total interest from all sources	2019-12-31	$12,117
Total interest from all sources	2019-12-31	$12,117
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$71,730
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$71,730
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$71,730
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$71,730
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$510,704
Contributions received from participants	2019-12-31	$510,704
Participant contributions at end of year	2019-12-31	$203,333
Participant contributions at end of year	2019-12-31	$203,333
Participant contributions at beginning of year	2019-12-31	$191,756
Participant contributions at beginning of year	2019-12-31	$191,756
Participant contributions at end of year	2019-12-31	$7,527
Participant contributions at end of year	2019-12-31	$7,527
Participant contributions at beginning of year	2019-12-31	$7,059
Participant contributions at beginning of year	2019-12-31	$7,059
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
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	$1,793,267
Value of net income/loss	2019-12-31	$1,793,267
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,451,842
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,451,842
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,658,575
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,658,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$35,334
Investment advisory and management fees	2019-12-31	$35,334
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,118,227
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,118,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,591,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,591,180
Interest on participant loans	2019-12-31	$12,117
Interest on participant loans	2019-12-31	$12,117
Value of interest in common/collective trusts at end of year	2019-12-31	$4,005,632
Value of interest in common/collective trusts at end of year	2019-12-31	$4,005,632
Value of interest in common/collective trusts at beginning of year	2019-12-31	$2,772,539
Value of interest in common/collective trusts at beginning of year	2019-12-31	$2,772,539
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$378,521
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$378,521
Net investment gain or loss from common/collective trusts	2019-12-31	$745,653
Net investment gain or loss from common/collective trusts	2019-12-31	$745,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$117,123
Contributions received in cash from employer	2019-12-31	$117,123
Employer contributions (assets) at end of year	2019-12-31	$117,123
Employer contributions (assets) at end of year	2019-12-31	$117,123
Employer contributions (assets) at beginning of year	2019-12-31	$96,041
Employer contributions (assets) at beginning of year	2019-12-31	$96,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$46,529
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$46,529
Contract administrator fees	2019-12-31	$10,794
Contract administrator fees	2019-12-31	$10,794
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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
Aggregate proceeds on sale of assets	2019-12-31	$485,469
Aggregate proceeds on sale of assets	2019-12-31	$485,469
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$435,393
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$435,393
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	VAN BEEK & CO, LLC.
Accountancy firm name	2019-12-31	VAN BEEK & CO, LLC.
Accountancy firm EIN	2019-12-31	931328920
Accountancy firm EIN	2019-12-31	931328920
2018 : COFFMAN EXCAVATION, INC. UNION 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$237,688
Total loss/gain on sale of assets	2018-12-31	$83,571
Total of all expenses incurred	2018-12-31	$163,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$120,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$615,405
Value of total assets at end of year	2018-12-31	$4,658,575
Value of total assets at beginning of year	2018-12-31	$4,584,533
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$43,100
Total interest from all sources	2018-12-31	$9,401
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$177,226
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$177,226
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$435,087
Participant contributions at end of year	2018-12-31	$191,756
Participant contributions at beginning of year	2018-12-31	$173,792
Participant contributions at end of year	2018-12-31	$7,059
Other income not declared elsewhere	2018-12-31	$-1
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	$74,042
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,658,575
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,584,533
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	$34,919
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,591,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,568,962
Interest on participant loans	2018-12-31	$9,401
Value of interest in common/collective trusts at end of year	2018-12-31	$2,772,539
Value of interest in common/collective trusts at beginning of year	2018-12-31	$2,841,779
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-323,890
Net investment gain or loss from common/collective trusts	2018-12-31	$-324,024
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	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$180,318
Employer contributions (assets) at end of year	2018-12-31	$96,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$120,546
Contract administrator fees	2018-12-31	$8,181
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
Aggregate proceeds on sale of assets	2018-12-31	$505,073
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$421,502
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	VAN BEEK & CO., LLC
Accountancy firm EIN	2018-12-31	931328920

Form 5500 Responses for COFFMAN EXCAVATION, INC. UNION 401(K) PROFIT SHARING PLAN

2022: COFFMAN EXCAVATION, INC. UNION 401(K) PROFIT SHARING 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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: COFFMAN EXCAVATION, INC. UNION 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: COFFMAN EXCAVATION, INC. UNION 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: COFFMAN EXCAVATION, INC. UNION 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: COFFMAN EXCAVATION, INC. UNION 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

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COFFMAN EXCAVATION, LLC UNION 401(K) PROFIT SHARING PLAN [EIN = 931288630]

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Company Name:	COFFMAN EXCAVATION, INC.
Employer identification number (EIN):	364749989
NAIC Classification:	237990
NAIC Description:	Other Heavy and Civil Engineering Construction

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	2000-02-24
Company Identification Number:	73784085
Legal Registered Office Address:	1000 SW BROADWAY SUITE 1910 PORTLAND United States of America (USA) 97205