401k Plan data: CALLAS CONTRACTORS INC EMPLOYEE PROFIT SHARING PLAN plan

CALLAS CONTRACTORS INC EMPLOYEE PROFIT SHARING PLAN 401k Plan overview

Plan Name	CALLAS CONTRACTORS INC EMPLOYEE PROFIT SHARING PLAN
Plan identification number	003

CALLAS CONTRACTORS INC EMPLOYEE PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
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

CALLAS CONTRACTORS INC has sponsored the creation of one or more 401k plans.

Company Name: CALLAS CONTRACTORS INC

Employer identification number (EIN): 521954184

NAIC Classification: 236200

Additional information about CALLAS CONTRACTORS INC

Jurisdiction of Incorporation: Maryland Secretary of State

Incorporation Date:

Company Identification Number: D04414934

More information about CALLAS CONTRACTORS INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALLAS CONTRACTORS INC EMPLOYEE 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
003 2016-01-01
003 2015-01-01 LISA J BEACH 2016-05-03
003 2014-01-01 LISA J BEACH 2015-10-13
003 2013-01-01 LISA J BEACH 2014-10-11
003 2012-01-01 LISA J BEACH 2013-05-20
003 2011-01-01 LISA J BEACH
003 2009-01-01 LISA J BEACH TIMOTHY R CAMPBELL 2010-10-14

Plan Statistics for CALLAS CONTRACTORS INC EMPLOYEE PROFIT SHARING PLAN

401k plan membership statisitcs for CALLAS CONTRACTORS INC EMPLOYEE PROFIT SHARING PLAN

Measure Date Value
2011: CALLAS CONTRACTORS INC EMPLOYEE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 71
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 21
Total of all active and inactive participants 2011-01-01 92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 92
Number of participants with account balances 2011-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2009: CALLAS CONTRACTORS INC EMPLOYEE PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 106
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 59
Total of all active and inactive participants 2009-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 165
Number of participants with account balances 2009-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 4

Measure	Date	Value
2011: CALLAS CONTRACTORS INC EMPLOYEE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	71
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	21
Total of all active and inactive participants	2011-01-01	92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	92
Number of participants with account balances	2011-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2009: CALLAS CONTRACTORS INC EMPLOYEE PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	106
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	59
Total of all active and inactive participants	2009-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	165
Number of participants with account balances	2009-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	4

Financial Data on CALLAS CONTRACTORS INC EMPLOYEE PROFIT SHARING PLAN

Measure	Date	Value
2011 : CALLAS CONTRACTORS INC EMPLOYEE PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$172,367
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$709,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$673,435
Expenses. Certain deemed distributions of participant loans	2011-12-31	$15,714
Value of total corrective distributions	2011-12-31	$4,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$132,349
Value of total assets at end of year	2011-12-31	$3,678,463
Value of total assets at beginning of year	2011-12-31	$4,215,752
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$15,836
Total interest from all sources	2011-12-31	$9,388
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$15,220
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$132,349
Participant contributions at end of year	2011-12-31	$120,100
Participant contributions at beginning of year	2011-12-31	$167,188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-537,289
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,678,463
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,215,752
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$3,554,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,995,287
Interest on participant loans	2011-12-31	$9,388
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$3,891
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$8,406
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$30,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$44,871
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$673,435
Contract administrator fees	2011-12-31	$616
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	ALBRIGHT CRUMBACKER MOUL AND ITELL
Accountancy firm EIN	2011-12-31	521130974
2010 : CALLAS CONTRACTORS INC EMPLOYEE PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$572,099
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$874,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$750,237
Expenses. Certain deemed distributions of participant loans	2010-12-31	$99,041
Value of total corrective distributions	2010-12-31	$14,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$237,320
Value of total assets at end of year	2010-12-31	$4,215,752
Value of total assets at beginning of year	2010-12-31	$4,518,016
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$10,670
Total interest from all sources	2010-12-31	$45,032
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$344
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$130,108
Participant contributions at end of year	2010-12-31	$167,188
Participant contributions at beginning of year	2010-12-31	$338,930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$-302,264
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,215,752
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,518,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$3,995,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$4,179,086
Interest on participant loans	2010-12-31	$45,032
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$8,406
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$289,747
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$107,212
Employer contributions (assets) at end of year	2010-12-31	$44,871
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$750,237
Contract administrator fees	2010-12-31	$10,326
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	2010-12-31	Yes
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	ALBRIGHT CRUMBACKER MOUL AND ITELL
Accountancy firm EIN	2010-12-31	521130974
2009 : CALLAS CONTRACTORS INC EMPLOYEE PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CALLAS CONTRACTORS INC EMPLOYEE PROFIT SHARING PLAN

2011: CALLAS CONTRACTORS INC EMPLOYEE PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2009: CALLAS CONTRACTORS INC EMPLOYEE PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

98503

Policy instance

Insurance contract or identification number	98503
Number of Individuals Covered	75
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $14,081
Total amount of fees paid to insurance company	USD $9,310
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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

98503

Policy instance

Insurance contract or identification number	98503
Number of Individuals Covered	131
Insurance policy start date	2010-12-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $344
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

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See full terms and conditions

Company Name:	CALLAS CONTRACTORS INC
Employer identification number (EIN):	521954184
NAIC Classification:	236200

Jurisdiction of Incorporation:	Maryland Secretary of State
Incorporation Date:
Company Identification Number:	D04414934

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
003	2016-01-01
003	2015-01-01	LISA J BEACH	2016-05-03
003	2014-01-01	LISA J BEACH	2015-10-13
003	2013-01-01	LISA J BEACH	2014-10-11
003	2012-01-01	LISA J BEACH	2013-05-20
003	2011-01-01	LISA J BEACH
003	2009-01-01	LISA J BEACH		TIMOTHY R CAMPBELL	2010-10-14