NON TYPICAL EXCAVATION, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NON TYPICAL EXCAVATION RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2022: NON TYPICAL EXCAVATION RETIREMENT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 17 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 4 |
| Total of all active and inactive participants | 2022-01-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 22 |
| Number of participants with account balances | 2022-01-01 | 18 |
| 2021: NON TYPICAL EXCAVATION RETIREMENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 19 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1 |
| Total of all active and inactive participants | 2021-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 21 |
| Number of participants with account balances | 2021-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: NON TYPICAL EXCAVATION RETIREMENT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1 |
| Total of all active and inactive participants | 2020-01-01 | 19 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 19 |
| Number of participants with account balances | 2020-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: NON TYPICAL EXCAVATION RETIREMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 14 |
| Number of participants with account balances | 2019-01-01 | 8 |
| 2018: NON TYPICAL EXCAVATION RETIREMENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| 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 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 9 |
| Number of participants with account balances | 2018-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: NON TYPICAL EXCAVATION RETIREMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
| Total of all active and inactive participants | 2017-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 8 |
| Number of participants with account balances | 2017-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: NON TYPICAL EXCAVATION RETIREMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 8 |
| Number of participants with account balances | 2016-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : NON TYPICAL EXCAVATION RETIREMENT PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-33,505 |
| Total plan assets at end of year | 2022-12-31 | $628,484 |
| Total plan assets at beginning of year | 2022-12-31 | $661,989 |
| Total contributions received or receivable from participants | 2022-12-31 | $83,023 |
| Other income received | 2022-12-31 | $-156,392 |
| Net income (gross income less expenses) | 2022-12-31 | $-33,505 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $628,484 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $661,989 |
| Assets. Value of participant loans | 2022-12-31 | $10,301 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $39,864 |
| 2021 : NON TYPICAL EXCAVATION RETIREMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $208,393 |
| Total plan assets at end of year | 2021-12-31 | $661,989 |
| Total plan assets at beginning of year | 2021-12-31 | $453,596 |
| Total contributions received or receivable from participants | 2021-12-31 | $64,392 |
| Other income received | 2021-12-31 | $115,460 |
| Net income (gross income less expenses) | 2021-12-31 | $208,393 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $661,989 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $453,596 |
| Assets. Value of participant loans | 2021-12-31 | $14,382 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2021-12-31 | $7,333 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $28,541 |
| 2020 : NON TYPICAL EXCAVATION RETIREMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $147,669 |
| Total plan assets at end of year | 2020-12-31 | $453,596 |
| Total plan assets at beginning of year | 2020-12-31 | $305,927 |
| Total contributions received or receivable from participants | 2020-12-31 | $55,286 |
| Other income received | 2020-12-31 | $71,585 |
| Net income (gross income less expenses) | 2020-12-31 | $147,669 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $453,596 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $305,927 |
| Assets. Value of participant loans | 2020-12-31 | $18,422 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $20,798 |
| 2019 : NON TYPICAL EXCAVATION RETIREMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $120,614 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $5,542 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $5,542 |
| Total plan assets at end of year | 2019-12-31 | $305,927 |
| Total plan assets at beginning of year | 2019-12-31 | $190,855 |
| Total contributions received or receivable from participants | 2019-12-31 | $50,948 |
| Other income received | 2019-12-31 | $51,171 |
| Net income (gross income less expenses) | 2019-12-31 | $115,072 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $305,927 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $190,855 |
| Assets. Value of participant loans | 2019-12-31 | $6,329 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2019-12-31 | $11,558 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $18,495 |
| 2018 : NON TYPICAL EXCAVATION RETIREMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $55,600 |
| Total plan assets at end of year | 2018-12-31 | $190,855 |
| Total plan assets at beginning of year | 2018-12-31 | $135,255 |
| Total contributions received or receivable from participants | 2018-12-31 | $51,897 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $5,504 |
| Other income received | 2018-12-31 | $-18,221 |
| Net income (gross income less expenses) | 2018-12-31 | $55,600 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $190,855 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $135,255 |
| Assets. Value of participant loans | 2018-12-31 | $1,204 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2018-12-31 | $3,366 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $16,420 |
| 2017 : NON TYPICAL EXCAVATION RETIREMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $78,614 |
| Total plan assets at end of year | 2017-12-31 | $135,255 |
| Total plan assets at beginning of year | 2017-12-31 | $56,641 |
| Total contributions received or receivable from participants | 2017-12-31 | $47,366 |
| Other income received | 2017-12-31 | $17,700 |
| Net income (gross income less expenses) | 2017-12-31 | $78,614 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $135,255 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $56,641 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $13,548 |
| 2016 : NON TYPICAL EXCAVATION RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $56,641 |
| Total plan assets at end of year | 2016-12-31 | $56,641 |
| Total contributions received or receivable from participants | 2016-12-31 | $44,741 |
| Other income received | 2016-12-31 | $2,038 |
| Net income (gross income less expenses) | 2016-12-31 | $56,641 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $56,641 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $9,862 |
| 2022: NON TYPICAL EXCAVATION RETIREMENT PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: NON TYPICAL EXCAVATION RETIREMENT PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: NON TYPICAL EXCAVATION RETIREMENT PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: NON TYPICAL EXCAVATION RETIREMENT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: NON TYPICAL EXCAVATION RETIREMENT PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: NON TYPICAL EXCAVATION RETIREMENT PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: NON TYPICAL EXCAVATION RETIREMENT PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | First time form 5500 has been submitted | Yes |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 123271 |
| Policy instance | 1 |
| Insurance contract or identification number | 123271 | | Number of Individuals Covered | 20 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $3,540 | | Total amount of fees paid to insurance company | USD $302 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,540 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 302 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 123271 |
| Policy instance | 1 |
| Insurance contract or identification number | 123271 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $3,203 | | Total amount of fees paid to insurance company | USD $276 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,203 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 276 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 123271 |
| Policy instance | 1 |
| Insurance contract or identification number | 123271 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $2,147 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,976 | | Insurance broker organization code? | 3 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 123271 |
| Policy instance | 1 |
| Insurance contract or identification number | 123271 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $1,648 | | Total amount of fees paid to insurance company | USD $196 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,420 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 196 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 123271 |
| Policy instance | 1 |
| Insurance contract or identification number | 123271 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $1,481 | | Total amount of fees paid to insurance company | USD $88 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,037 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 88 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 123271 |
| Policy instance | 1 |
| Insurance contract or identification number | 123271 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $954 | | Total amount of fees paid to insurance company | USD $231 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $668 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 231 | | Insurance broker name | HUBER, ERICKSON & BOWMAN, LLC |
|
