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AGGREGATE INDUSTRIES, INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameAGGREGATE INDUSTRIES, INC. RETIREMENT SAVINGS PLAN
Plan identification number 001

AGGREGATE INDUSTRIES, INC. RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HOLCIM PARTICIPATIONS (US) INC. has sponsored the creation of one or more 401k plans.

Company Name:HOLCIM PARTICIPATIONS (US) INC.
Employer identification number (EIN):541527022
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AGGREGATE INDUSTRIES, INC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012012-01-01RUSSELL WILES
0012011-01-01RUSSELL WILES RUSSELL WILES2012-10-16
0012010-01-01AL STONE AL STONE2011-10-17
0012009-01-01JEFFREY ECK

Plan Statistics for AGGREGATE INDUSTRIES, INC. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for AGGREGATE INDUSTRIES, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2022: AGGREGATE INDUSTRIES, INC. RETIREMENT SAVINGS PLAN 2022 401k membership
Market value of plan assets2022-12-31847,687,319
Acturial value of plan assets2022-12-31857,435,520
Funding target for retired participants and beneficiaries receiving payment2022-12-31423,531,905
Number of terminated vested participants2022-12-311,772
Fundng target for terminated vested participants2022-12-3195,947,817
Active participant vested funding target2022-12-31104,225,872
Number of active participants2022-12-311,358
Total funding liabilities for active participants2022-12-31104,709,572
Total participant count2022-12-315,859
Total funding target for all participants2022-12-31624,189,294
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31263,483,088
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-3111,263,779
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31252,219,309
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31247,603,696
Total employer contributions2022-12-313,000,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-312,812,947
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-313,369,000
Net shortfall amortization installment of oustanding balance2022-12-3114,357,470
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-314,933,239
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-314,933,239
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-312,812,947
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-015,807
Total number of active participants reported on line 7a of the Form 55002022-01-011,442
Number of retired or separated participants receiving benefits2022-01-012,365
Number of other retired or separated participants entitled to future benefits2022-01-012,196
Total of all active and inactive participants2022-01-016,003
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01475
Total participants2022-01-016,478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: AGGREGATE INDUSTRIES, INC. RETIREMENT SAVINGS PLAN 2021 401k membership
Market value of plan assets2021-12-31931,050,270
Acturial value of plan assets2021-12-31850,308,012
Funding target for retired participants and beneficiaries receiving payment2021-12-31429,516,292
Number of terminated vested participants2021-12-311,828
Fundng target for terminated vested participants2021-12-3199,035,496
Active participant vested funding target2021-12-31113,479,629
Number of active participants2021-12-311,521
Total funding liabilities for active participants2021-12-31114,157,328
Total participant count2021-12-316,075
Total funding target for all participants2021-12-31642,709,116
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31252,676,803
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-3124,018,391
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31228,658,412
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31263,483,088
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-312,054,000
Net shortfall amortization installment of oustanding balance2021-12-3155,884,192
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-317,264,731
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-3111,263,779
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-016,034
Total number of active participants reported on line 7a of the Form 55002021-01-011,358
Number of retired or separated participants receiving benefits2021-01-012,293
Number of other retired or separated participants entitled to future benefits2021-01-011,711
Total of all active and inactive participants2021-01-015,362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01445
Total participants2021-01-015,807
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: AGGREGATE INDUSTRIES, INC. RETIREMENT SAVINGS PLAN 2020 401k membership
Market value of plan assets2020-12-31876,177,653
Acturial value of plan assets2020-12-31840,256,335
Funding target for retired participants and beneficiaries receiving payment2020-12-31446,345,387
Number of terminated vested participants2020-12-311,896
Fundng target for terminated vested participants2020-12-31106,130,771
Active participant vested funding target2020-12-31129,944,962
Number of active participants2020-12-311,679
Total funding liabilities for active participants2020-12-31130,720,761
Total participant count2020-12-316,286
Total funding target for all participants2020-12-31683,196,919
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-313,035,814
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-313,031,608
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-314,206
Present value of excess contributions2020-12-31238,859,788
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31252,671,594
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-31252,671,593
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31252,676,803
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-312,385,000
Net shortfall amortization installment of oustanding balance2020-12-3195,617,387
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3124,018,391
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-3124,018,391
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-016,034
Total number of active participants reported on line 7a of the Form 55002020-01-011,521
Number of retired or separated participants receiving benefits2020-01-012,321
Number of other retired or separated participants entitled to future benefits2020-01-011,769
Total of all active and inactive participants2020-01-015,611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01423
Total participants2020-01-016,034
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: AGGREGATE INDUSTRIES, INC. RETIREMENT SAVINGS PLAN 2019 401k membership
Market value of plan assets2019-12-31533,648,059
Acturial value of plan assets2019-12-31564,030,133
Funding target for retired participants and beneficiaries receiving payment2019-12-31451,203,337
Number of terminated vested participants2019-12-311,935
Fundng target for terminated vested participants2019-12-31100,760,411
Active participant vested funding target2019-12-31142,287,768
Number of active participants2019-12-311,823
Total funding liabilities for active participants2019-12-31143,325,432
Total participant count2019-12-316,466
Total funding target for all participants2019-12-31695,289,180
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3118,543,680
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-3115,307,894
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-313,235,786
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-313,035,814
Total employer contributions2019-12-31222,037,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31209,396,233
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-316,219,000
Net shortfall amortization installment of oustanding balance2019-12-31134,294,861
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3133,397,017
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-313,031,608
Additional cash requirement2019-12-3130,365,409
Contributions allocatedtoward minimum required contributions for current year2019-12-31209,396,233
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-016,426
Total number of active participants reported on line 7a of the Form 55002019-01-011,679
Number of retired or separated participants receiving benefits2019-01-012,329
Number of other retired or separated participants entitled to future benefits2019-01-011,836
Total of all active and inactive participants2019-01-015,844
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01401
Total participants2019-01-016,245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AGGREGATE INDUSTRIES, INC. RETIREMENT SAVINGS PLAN 2018 401k membership
Market value of plan assets2018-12-31639,005,795
Acturial value of plan assets2018-12-31594,063,233
Funding target for retired participants and beneficiaries receiving payment2018-12-31437,197,373
Number of terminated vested participants2018-12-311,962
Fundng target for terminated vested participants2018-12-3189,491,959
Active participant vested funding target2018-12-31163,810,047
Number of active participants2018-12-312,070
Total funding liabilities for active participants2018-12-31165,585,566
Total participant count2018-12-316,760
Total funding target for all participants2018-12-31692,274,898
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3116,335,166
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3116,335,166
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3118,543,680
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-317,422,000
Net shortfall amortization installment of oustanding balance2018-12-31116,755,345
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3115,307,894
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-3115,307,894
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-016,722
Total number of active participants reported on line 7a of the Form 55002018-01-011,823
Number of retired or separated participants receiving benefits2018-01-012,352
Number of other retired or separated participants entitled to future benefits2018-01-011,878
Total of all active and inactive participants2018-01-016,053
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01373
Total participants2018-01-016,426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0114
2012: AGGREGATE INDUSTRIES, INC. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,379
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-010
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: AGGREGATE INDUSTRIES, INC. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,204
Total number of active participants reported on line 7a of the Form 55002011-01-012,606
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01749
Total of all active and inactive participants2011-01-013,355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0124
Total participants2011-01-013,379
Number of participants with account balances2011-01-012,606
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01379
2010: AGGREGATE INDUSTRIES, INC. RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,925
Total number of active participants reported on line 7a of the Form 55002010-01-012,150
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01831
Total of all active and inactive participants2010-01-012,981
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0116
Total participants2010-01-012,997
Number of participants with account balances2010-01-012,370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01256
2009: AGGREGATE INDUSTRIES, INC. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,301
Total number of active participants reported on line 7a of the Form 55002009-01-012,096
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01834
Total of all active and inactive participants2009-01-012,930
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0113
Total participants2009-01-012,943
Number of participants with account balances2009-01-012,633
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01420

Financial Data on AGGREGATE INDUSTRIES, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : AGGREGATE INDUSTRIES, INC. RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$48,941,106
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$0
Total income from all sources (including contributions)2022-12-31$-191,621,102
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$62,998,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$60,374,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$650,226,987
Value of total assets at beginning of year2022-12-31$855,905,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,623,911
Total interest from all sources2022-12-31$3,924
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$218,308
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$511,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-254,619,120
Value of net assets at end of year (total assets less liabilities)2022-12-31$650,226,987
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$855,905,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$960,234
Interest earned on other investments2022-12-31$3,924
Value of interest in master investment trust accounts at end of year2022-12-31$650,145,937
Value of interest in master investment trust accounts at beginning of year2022-12-31$855,816,301
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$81,050
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$88,700
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$60,374,107
Contract administrator fees2022-12-31$934,053
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2022-12-31381357951
2021 : AGGREGATE INDUSTRIES, INC. RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$0
Total income from all sources (including contributions)2021-12-31$-9,862,526
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$64,601,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$62,947,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$855,905,001
Value of total assets at beginning of year2021-12-31$930,369,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,653,625
Total interest from all sources2021-12-31$4,302
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$1,327,747
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$-1,115,682
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-74,464,047
Value of net assets at end of year (total assets less liabilities)2021-12-31$855,905,001
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$930,369,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$1,199,623
Interest earned on other investments2021-12-31$4,302
Value of interest in master investment trust accounts at end of year2021-12-31$855,816,301
Value of interest in master investment trust accounts at beginning of year2021-12-31$930,273,083
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$88,700
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$95,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$62,947,896
Contract administrator fees2021-12-31$241,937
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2021-12-31381357951
2020 : AGGREGATE INDUSTRIES, INC. RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$227,659,873
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$65,511,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$61,123,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$112,500,000
Value of total assets at end of year2020-12-31$930,369,048
Value of total assets at beginning of year2020-12-31$768,220,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,387,345
Total interest from all sources2020-12-31$11,073
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$862,569
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Other income not declared elsewhere2020-12-31$222,750
Administrative expenses (other) incurred2020-12-31$2,571,971
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$162,148,745
Value of net assets at end of year (total assets less liabilities)2020-12-31$930,369,048
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$768,220,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$868,482
Interest earned on other investments2020-12-31$11,073
Value of interest in master investment trust accounts at end of year2020-12-31$930,273,083
Value of interest in master investment trust accounts at beginning of year2020-12-31$768,122,311
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$95,965
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$97,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$112,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$61,123,783
Contract administrator fees2020-12-31$84,323
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2020-12-31381357951
2019 : AGGREGATE INDUSTRIES, INC. RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$20,367
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 income from all sources (including contributions)2019-12-31$298,629,651
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$64,166,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$57,978,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$176,037,000
Value of total assets at end of year2019-12-31$768,220,303
Value of total assets at beginning of year2019-12-31$533,777,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,188,742
Total interest from all sources2019-12-31$54,965
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$791,156
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31Yes
Amount of non-exempt transactions with any party-in-interest2019-12-31$315,330
Administrative expenses (other) incurred2019-12-31$3,989,386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$234,462,857
Value of net assets at end of year (total assets less liabilities)2019-12-31$768,220,303
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$533,777,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$735,079
Interest earned on other investments2019-12-31$6,265
Value of interest in master investment trust accounts at end of year2019-12-31$768,122,311
Value of interest in master investment trust accounts at beginning of year2019-12-31$334,943,500
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$194,746,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,982,245
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,982,245
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$48,700
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$97,992
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$105,464
Net investment gain or loss from common/collective trusts2019-12-31$14,128,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$176,037,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$57,978,052
Contract administrator fees2019-12-31$673,121
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2019-12-31381357951
2018 : AGGREGATE INDUSTRIES, INC. RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$0
Total income from all sources (including contributions)2018-12-31$-35,789,663
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$68,692,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$61,797,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$900,000
Value of total assets at end of year2018-12-31$533,777,813
Value of total assets at beginning of year2018-12-31$638,260,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,894,749
Total interest from all sources2018-12-31$64,433
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$1,001,013
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31Yes
Amount of non-exempt transactions with any party-in-interest2018-12-31$315,330
Other income not declared elsewhere2018-12-31$1,164,853
Administrative expenses (other) incurred2018-12-31$3,698,797
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-104,482,249
Value of net assets at end of year (total assets less liabilities)2018-12-31$533,777,813
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$638,260,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$756,903
Interest earned on other investments2018-12-31$5,875
Value of interest in master investment trust accounts at end of year2018-12-31$334,943,500
Value of interest in master investment trust accounts at beginning of year2018-12-31$407,942,410
Value of interest in common/collective trusts at end of year2018-12-31$194,746,604
Value of interest in common/collective trusts at beginning of year2018-12-31$226,194,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,982,245
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$4,009,894
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$4,009,894
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$58,558
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$105,464
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$113,357
Net investment gain or loss from common/collective trusts2018-12-31$-10,001,478
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$900,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$61,797,837
Contract administrator fees2018-12-31$1,438,036
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2018-12-31381357951
2012 : AGGREGATE INDUSTRIES, INC. RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-11-30$0
Total transfer of assets from this plan2012-11-30$136,189,106
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-11-30$0
Total income from all sources (including contributions)2012-11-30$25,289,126
Total loss/gain on sale of assets2012-11-30$0
Total of all expenses incurred2012-11-30$16,612,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-11-30$16,327,258
Value of total corrective distributions2012-11-30$168,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-11-30$12,384,922
Value of total assets at end of year2012-11-30$0
Value of total assets at beginning of year2012-11-30$127,512,528
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-11-30$116,660
Total interest from all sources2012-11-30$182,594
Total dividends received (eg from common stock, registered investment company shares)2012-11-30$555,348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-11-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2012-11-30$0
Total dividends received from registered investment company shares (eg mutual funds)2012-11-30$555,348
Administrative expenses professional fees incurred2012-11-30$12,673
Was this plan covered by a fidelity bond2012-11-30Yes
Value of fidelity bond cover2012-11-30$10,000,000
If this is an individual account plan, was there a blackout period2012-11-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-11-30$0
Were there any nonexempt tranactions with any party-in-interest2012-11-30No
Contributions received from participants2012-11-30$5,407,338
Participant contributions at end of year2012-11-30$0
Participant contributions at beginning of year2012-11-30$5,079,186
Participant contributions at end of year2012-11-30$0
Participant contributions at beginning of year2012-11-30$0
Assets. Other investments not covered elsewhere at end of year2012-11-30$0
Assets. Other investments not covered elsewhere at beginning of year2012-11-30$1,842,064
Income. Received or receivable in cash from other sources (including rollovers)2012-11-30$400,486
Other income not declared elsewhere2012-11-30$829,553
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-11-30No
Value of net income/loss2012-11-30$8,676,578
Value of net assets at end of year (total assets less liabilities)2012-11-30$0
Value of net assets at beginning of year (total assets less liabilities)2012-11-30$127,512,528
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-11-30No
Were any leases to which the plan was party in default or uncollectible2012-11-30No
Investment advisory and management fees2012-11-30$31,900
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-11-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-11-30$86,110,779
Value of interest in pooled separate accounts at end of year2012-11-30$0
Value of interest in pooled separate accounts at beginning of year2012-11-30$0
Interest on participant loans2012-11-30$182,594
Value of interest in common/collective trusts at end of year2012-11-30$0
Value of interest in common/collective trusts at beginning of year2012-11-30$13,939,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-11-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-11-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-11-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-11-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-11-30$20,541,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-11-30$9,306,782
Net investment gain or loss from common/collective trusts2012-11-30$2,029,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-11-30No
Was there a failure to transmit to the plan any participant contributions2012-11-30Yes
Has the plan failed to provide any benefit when due under the plan2012-11-30No
Assets. Invements in employer securities at end of year2012-11-30$0
Assets. Invements in employer securities at beginning of year2012-11-30$0
Contributions received in cash from employer2012-11-30$6,577,098
Employer contributions (assets) at end of year2012-11-30$0
Employer contributions (assets) at beginning of year2012-11-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-11-30$16,327,258
Contract administrator fees2012-11-30$72,087
Did the plan have assets held for investment2012-11-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-11-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-11-30Yes
Opinion of an independent qualified public accountant for this plan2012-11-30Disclaimer
Accountancy firm name2012-11-30PLANTE MORAN
Accountancy firm EIN2012-11-30381357951
2011 : AGGREGATE INDUSTRIES, INC. RETIREMENT SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$628,328
Total transfer of assets from this plan2011-12-31$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$15,913,992
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$16,936,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$16,874,816
Expenses. Certain deemed distributions of participant loans2011-12-31$2,178
Value of total corrective distributions2011-12-31$1,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$16,381,230
Value of total assets at end of year2011-12-31$127,512,528
Value of total assets at beginning of year2011-12-31$127,907,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$58,480
Total interest from all sources2011-12-31$299,062
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,398,197
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,398,197
Administrative expenses professional fees incurred2011-12-31$3,199
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$5,791,609
Participant contributions at end of year2011-12-31$5,079,186
Participant contributions at beginning of year2011-12-31$4,256,052
Participant contributions at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,842,064
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,575,554
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$9,506,461
Other income not declared elsewhere2011-12-31$194,717
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,022,879
Value of net assets at end of year (total assets less liabilities)2011-12-31$127,512,528
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$127,907,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$155
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$86,110,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$101,763,155
Value of interest in pooled separate accounts at end of year2011-12-31$0
Interest on participant loans2011-12-31$299,062
Value of interest in common/collective trusts at end of year2011-12-31$13,939,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$20,541,432
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$20,312,318
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,360,646
Net investment gain/loss from pooled separate accounts2011-12-31$1,432
Net investment gain or loss from common/collective trusts2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$0
Contributions received in cash from employer2011-12-31$1,083,160
Employer contributions (assets) at end of year2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$16,874,816
Contract administrator fees2011-12-31$55,126
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PLANTE MORAN
Accountancy firm EIN2011-12-31381357951
2010 : AGGREGATE INDUSTRIES, INC. RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$18,009,817
Total transfer of assets from this plan2010-12-31$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$18,026,976
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$15,612,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$15,463,974
Expenses. Certain deemed distributions of participant loans2010-12-31$1,690
Value of total corrective distributions2010-12-31$80,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,618,759
Value of total assets at end of year2010-12-31$127,907,079
Value of total assets at beginning of year2010-12-31$107,483,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$67,140
Total interest from all sources2010-12-31$158,839
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,157,701
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,157,701
Administrative expenses professional fees incurred2010-12-31$13,350
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$4,918,084
Participant contributions at end of year2010-12-31$4,256,052
Participant contributions at beginning of year2010-12-31$3,360,025
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$314,860
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,575,554
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$1,337,576
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$754,216
Other income not declared elsewhere2010-12-31$682,807
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,414,098
Value of net assets at end of year (total assets less liabilities)2010-12-31$127,907,079
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$107,483,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$2,865
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$101,763,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$86,501,031
Interest on participant loans2010-12-31$158,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$20,312,318
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$15,859,687
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$9,408,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Contributions received in cash from employer2010-12-31$946,459
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$109,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$15,463,974
Contract administrator fees2010-12-31$50,925
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2010-12-31381357951
2009 : AGGREGATE INDUSTRIES, INC. RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for AGGREGATE INDUSTRIES, INC. RETIREMENT SAVINGS PLAN

2022: AGGREGATE INDUSTRIES, INC. RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AGGREGATE INDUSTRIES, INC. RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AGGREGATE INDUSTRIES, INC. RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AGGREGATE INDUSTRIES, INC. RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AGGREGATE INDUSTRIES, INC. RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2012: AGGREGATE INDUSTRIES, INC. RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingYes
2012-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AGGREGATE INDUSTRIES, INC. RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: AGGREGATE INDUSTRIES, INC. RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: AGGREGATE INDUSTRIES, INC. RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number002618
Policy instance 1
Insurance contract or identification number002618
Number of Individuals Covered6478
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number002618
Policy instance 1
Insurance contract or identification number002618
Number of Individuals Covered5807
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number002618
Policy instance 1
Insurance contract or identification number002618
Number of Individuals Covered6034
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number002618
Policy instance 1
Insurance contract or identification number002618
Number of Individuals Covered6245
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number002618
Policy instance 1
Insurance contract or identification number002618
Number of Individuals Covered6426
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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

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