401k Plan data: AGC OF WISCONSIN 401(K) RETIREMENT PLAN plan

AGC OF WISCONSIN 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	AGC OF WISCONSIN 401(K) RETIREMENT PLAN
Plan identification number	003

AGC OF WISCONSIN 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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

ASSOCIATED GENERAL CONTRACTORS OF WISCONSIN has sponsored the creation of one or more 401k plans.

Company Name: ASSOCIATED GENERAL CONTRACTORS OF WISCONSIN

Employer identification number (EIN): 390712400

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AGC OF WISCONSIN 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2016-01-01
003 2015-01-01
003 2015-01-01
003 2014-01-01
003 2014-01-01 ROBERT L. BARKER
003 2013-01-01 ROBERT L. BARKER
003 2012-01-01 ROBERT BARKER
003 2011-01-01 ROBERT BARKER 2012-10-11
003 2010-01-01 ROBERT BARKER 2011-07-27

Plan Statistics for AGC OF WISCONSIN 401(K) RETIREMENT PLAN

401k plan membership statisitcs for AGC OF WISCONSIN 401(K) RETIREMENT PLAN

Measure Date Value
2015: AGC OF WISCONSIN 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 412
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 47
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 10
Total of all active and inactive participants 2015-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 57
Number of participants with account balances 2015-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: AGC OF WISCONSIN 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 396
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 329
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 20
Total of all active and inactive participants 2014-01-01 349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 349
Number of participants with account balances 2014-01-01 291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: AGC OF WISCONSIN 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 349
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 306
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 50
Total of all active and inactive participants 2013-01-01 357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 357
Number of participants with account balances 2013-01-01 210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: AGC OF WISCONSIN 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 186
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 218
Number of retired or separated participants receiving benefits 2012-01-01 3
Number of other retired or separated participants entitled to future benefits 2012-01-01 37
Total of all active and inactive participants 2012-01-01 258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 258
Number of participants with account balances 2012-01-01 191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2015: AGC OF WISCONSIN 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	412
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	47
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	10
Total of all active and inactive participants	2015-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	57
Number of participants with account balances	2015-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: AGC OF WISCONSIN 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	396
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	329
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	20
Total of all active and inactive participants	2014-01-01	349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	349
Number of participants with account balances	2014-01-01	291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: AGC OF WISCONSIN 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	349
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	306
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	50
Total of all active and inactive participants	2013-01-01	357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	357
Number of participants with account balances	2013-01-01	210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: AGC OF WISCONSIN 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	218
Number of retired or separated participants receiving benefits	2012-01-01	3
Number of other retired or separated participants entitled to future benefits	2012-01-01	37
Total of all active and inactive participants	2012-01-01	258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	258
Number of participants with account balances	2012-01-01	191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on AGC OF WISCONSIN 401(K) RETIREMENT PLAN

Measure	Date	Value
2015 : AGC OF WISCONSIN 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$18,486,880
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$569,249
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$830,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$798,589
Value of total corrective distributions	2015-12-31	$5,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,050,222
Value of total assets at end of year	2015-12-31	$3,626,626
Value of total assets at beginning of year	2015-12-31	$22,374,719
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$25,905
Total interest from all sources	2015-12-31	$36,039
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$904,600
Participant contributions at end of year	2015-12-31	$81,259
Participant contributions at beginning of year	2015-12-31	$385,499
Participant contributions at end of year	2015-12-31	$3,226
Participant contributions at beginning of year	2015-12-31	$33,639
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$795,279
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$21,299
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-261,213
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,626,626
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$22,374,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$2,736,818
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$20,857,994
Interest on participant loans	2015-12-31	$29,725
Interest earned on other investments	2015-12-31	$6,314
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$823,232
Net investment gain/loss from pooled separate accounts	2015-12-31	$-517,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$124,323
Employer contributions (assets) at end of year	2015-12-31	$10,044
Employer contributions (assets) at beginning of year	2015-12-31	$274,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$798,589
Contract administrator fees	2015-12-31	$25,905
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MARTENS & COMPANY, CPA, LLP
Accountancy firm EIN	2015-12-31	593823192
2014 : AGC OF WISCONSIN 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$1,154,137
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$6,953
Total income from all sources (including contributions)	2014-12-31	$3,190,113
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,164,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,142,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,900,544
Value of total assets at end of year	2014-12-31	$22,374,719
Value of total assets at beginning of year	2014-12-31	$19,201,933
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$21,913
Total interest from all sources	2014-12-31	$16,261
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$21,913
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,003,208
Participant contributions at end of year	2014-12-31	$385,499
Participant contributions at beginning of year	2014-12-31	$348,699
Participant contributions at end of year	2014-12-31	$33,639
Participant contributions at beginning of year	2014-12-31	$15,845
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$502,505
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$6,953
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Income. Non cash contributions	2014-12-31	$0
Value of net income/loss	2014-12-31	$2,025,602
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$22,374,719
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$19,194,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$20,857,994
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$17,663,903
Interest on participant loans	2014-12-31	$13,080
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$3,181
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$823,232
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$992,028
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$7,977
Net investment gain/loss from pooled separate accounts	2014-12-31	$1,273,308
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$394,831
Employer contributions (assets) at end of year	2014-12-31	$274,355
Employer contributions (assets) at beginning of year	2014-12-31	$181,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,134,621
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MARTENS & COMPANY, CPA, LLP
Accountancy firm EIN	2014-12-31	593823192
2013 : AGC OF WISCONSIN 401(K) RETIREMENT PLAN 2013 401k financial data
Total transfer of assets to this plan	2013-12-31	$3,131,632
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$3,827
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$24,224
Total income from all sources (including contributions)	2013-12-31	$3,763,049
Total of all expenses incurred	2013-12-31	$372,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$345,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,347,570
Value of total assets at end of year	2013-12-31	$19,201,933
Value of total assets at beginning of year	2013-12-31	$12,699,981
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$26,664
Total interest from all sources	2013-12-31	$17,007
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$805,013
Participant contributions at end of year	2013-12-31	$348,699
Participant contributions at beginning of year	2013-12-31	$264,958
Participant contributions at end of year	2013-12-31	$15,845
Participant contributions at beginning of year	2013-12-31	$9,007
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$245,337
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$3,827
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$24,224
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$3,390,717
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$19,198,106
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$12,675,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$26,664
Value of interest in pooled separate accounts at end of year	2013-12-31	$17,663,903
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$10,952,128
Interest on participant loans	2013-12-31	$12,053
Interest earned on other investments	2013-12-31	$4,954
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$992,028
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,156,001
Asset value of US Government securities at beginning of year	2013-12-31	$7,628
Net investment gain/loss from pooled separate accounts	2013-12-31	$2,398,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$297,220
Employer contributions (assets) at end of year	2013-12-31	$181,458
Employer contributions (assets) at beginning of year	2013-12-31	$310,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$345,668
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	FREYBERG HINKLE ET AL
Accountancy firm EIN	2013-12-31	391531945
2012 : AGC OF WISCONSIN 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$2,990,816
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$-543
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$2,506,793
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,498,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,468,969
Value of total corrective distributions	2012-12-31	$24,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,306,069
Value of total assets at end of year	2012-12-31	$12,665,430
Value of total assets at beginning of year	2012-12-31	$8,666,623
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$29,290
Total interest from all sources	2012-12-31	$8,391
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$9,841
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$697,925
Participant contributions at end of year	2012-12-31	$264,958
Participant contributions at beginning of year	2012-12-31	$186,372
Participant contributions at end of year	2012-12-31	$9,007
Participant contributions at beginning of year	2012-12-31	$-293
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$197,108
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$-543
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$0
Total non interest bearing cash at end of year	2012-12-31	$33,946
Total non interest bearing cash at beginning of year	2012-12-31	$9,751
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,008,534
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$12,665,973
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$8,666,623
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$0
Value of interest in pooled separate accounts at end of year	2012-12-31	$10,952,128
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$8,412,153
Interest on participant loans	2012-12-31	$8,391
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$1,122,162
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,156,001
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$751,409
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$97,234
Net investment gain/loss from pooled separate accounts	2012-12-31	$1,095,099
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$411,036
Employer contributions (assets) at end of year	2012-12-31	$283,018
Employer contributions (assets) at beginning of year	2012-12-31	$58,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,468,969
Contract administrator fees	2012-12-31	$29,290
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Qualified
Accountancy firm name	2012-12-31	WEGNER CPA'S
Accountancy firm EIN	2012-12-31	390974031

Form 5500 Responses for AGC OF WISCONSIN 401(K) RETIREMENT PLAN

2015: AGC OF WISCONSIN 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: AGC OF WISCONSIN 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: AGC OF WISCONSIN 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: AGC OF WISCONSIN 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

932268-000

Policy instance

Insurance contract or identification number	932268-000
Number of Individuals Covered	48
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $59,447
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $59,447
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3
Insurance broker name	EXECUTIVE INSURANCE AGENCY, INC.

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

Policy contract number

932268-000

Policy instance

Insurance contract or identification number	932268-000
Number of Individuals Covered	291
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $55,728
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $55,728
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3
Insurance broker name	EXECUTIVE INSURANCE AGENCY, INC.

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

Policy contract number

932268-000

Policy instance

Insurance contract or identification number	932268-000
Number of Individuals Covered	210
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $54,829
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for 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
Commission paid to Insurance Broker	USD $54,829
Insurance broker organization code?	3
Insurance broker name	EXECUTIVE INSURANCE AGENCY, INC.

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

Policy contract number

932268-000

Policy instance

Insurance contract or identification number	932268-000
Number of Individuals Covered	191
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $26,859
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $26,859
Insurance broker organization code?	3
Insurance broker name	EXECUTIVE INSURANCE AGENCY INC

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Company Name:	ASSOCIATED GENERAL CONTRACTORS OF WISCONSIN
Employer identification number (EIN):	390712400
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2016-01-01
003	2015-01-01
003	2015-01-01
003	2014-01-01
003	2014-01-01	ROBERT L. BARKER
003	2013-01-01	ROBERT L. BARKER
003	2012-01-01	ROBERT BARKER
003	2011-01-01	ROBERT BARKER	2012-10-11
003	2010-01-01	ROBERT BARKER	2011-07-27