PEARSON CONSTRUCTION, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PEARSON CONSTRUCTION, LLC PROFIT SHARING/401(K) PL AND TR
401k plan membership statisitcs for PEARSON CONSTRUCTION, LLC PROFIT SHARING/401(K) PL AND TR
Measure | Date | Value |
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2022 : PEARSON CONSTRUCTION, LLC PROFIT SHARING/401(K) PL AND TR 2022 401k financial data |
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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 | $694,992 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $252,826 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $223,311 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,176,758 |
Value of total assets at end of year | 2022-12-31 | $3,476,759 |
Value of total assets at beginning of year | 2022-12-31 | $3,034,593 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $29,515 |
Total interest from all sources | 2022-12-31 | $4,216 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
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 | $490,557 |
Participant contributions at end of year | 2022-12-31 | $79,126 |
Participant contributions at beginning of year | 2022-12-31 | $68,386 |
Participant contributions at end of year | 2022-12-31 | $21,177 |
Participant contributions at beginning of year | 2022-12-31 | $4,059 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $482,611 |
Other income not declared elsewhere | 2022-12-31 | $-485,982 |
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 | $442,166 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $3,476,759 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,034,593 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $3,331,027 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $2,934,045 |
Interest on participant loans | 2022-12-31 | $4,216 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $36,712 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $26,310 |
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 | $203,590 |
Employer contributions (assets) at end of year | 2022-12-31 | $8,717 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $1,793 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $223,311 |
Contract administrator fees | 2022-12-31 | $29,515 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | KOCH SIEDHOFF HAND & DUNN, LLP |
Accountancy firm EIN | 2022-12-31 | 480922808 |
2021 : PEARSON CONSTRUCTION, LLC PROFIT SHARING/401(K) PL AND TR 2021 401k financial data |
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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 | $758,057 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $262,925 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $235,022 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $399,739 |
Value of total assets at end of year | 2021-12-31 | $3,034,593 |
Value of total assets at beginning of year | 2021-12-31 | $2,539,461 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $27,903 |
Total interest from all sources | 2021-12-31 | $4,013 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Administrative expenses professional fees incurred | 2021-12-31 | $27,903 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
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 | $275,056 |
Participant contributions at end of year | 2021-12-31 | $68,386 |
Participant contributions at beginning of year | 2021-12-31 | $68,480 |
Participant contributions at end of year | 2021-12-31 | $4,059 |
Participant contributions at beginning of year | 2021-12-31 | $3,937 |
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 | $495,132 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $3,034,593 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,539,461 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $2,934,045 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $2,447,777 |
Interest on participant loans | 2021-12-31 | $4,013 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $26,310 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $17,513 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $354,305 |
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 | $124,683 |
Employer contributions (assets) at end of year | 2021-12-31 | $1,793 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $1,754 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $235,022 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
Accountancy firm name | 2021-12-31 | ALLEN, GIBBS & HOULIK, L.C. |
Accountancy firm EIN | 2021-12-31 | 431032601 |