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E.L. ROBINSON ENGINEERING CO. 401k Plan overview

Plan NameE.L. ROBINSON ENGINEERING CO.
Plan identification number 001

E.L. ROBINSON ENGINEERING CO. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

E.L. ROBINSON ENGINEERING CO. has sponsored the creation of one or more 401k plans.

Company Name:E.L. ROBINSON ENGINEERING CO.
Employer identification number (EIN):550594633
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan E.L. ROBINSON ENGINEERING CO.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-04-01
0012021-04-01
0012020-04-01
0012019-04-01
0012018-04-01
0012017-04-01MARK ALLISON
0012016-04-01MARK ALLISON
0012015-04-01MARK ALLISON
0012014-04-01MARK ALLISON
0012013-04-01MARK ALLISON
0012012-04-01MARK ALLISON
0012011-04-01MARK ALLISON2012-10-31
0012010-04-01MARK ALLISON2011-08-05 MARK ALLISON2011-08-05
0012008-04-01MARK ALLISON

Plan Statistics for E.L. ROBINSON ENGINEERING CO.

401k plan membership statisitcs for E.L. ROBINSON ENGINEERING CO.

Measure Date Value
2022: E.L. ROBINSON ENGINEERING CO. 2022 401k membership
Total participants, beginning-of-year2022-04-01275
Total number of active participants reported on line 7a of the Form 55002022-04-01206
Number of retired or separated participants receiving benefits2022-04-013
Number of other retired or separated participants entitled to future benefits2022-04-0146
Total of all active and inactive participants2022-04-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-011
Total participants2022-04-01256
Number of participants with account balances2022-04-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-04-0137
2021: E.L. ROBINSON ENGINEERING CO. 2021 401k membership
Total participants, beginning-of-year2021-04-01208
Total number of active participants reported on line 7a of the Form 55002021-04-01213
Number of retired or separated participants receiving benefits2021-04-010
Number of other retired or separated participants entitled to future benefits2021-04-0121
Total of all active and inactive participants2021-04-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-011
Total participants2021-04-01235
Number of participants with account balances2021-04-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-04-0115
2020: E.L. ROBINSON ENGINEERING CO. 2020 401k membership
Total participants, beginning-of-year2020-04-01207
Total number of active participants reported on line 7a of the Form 55002020-04-01186
Number of retired or separated participants receiving benefits2020-04-010
Number of other retired or separated participants entitled to future benefits2020-04-0121
Total of all active and inactive participants2020-04-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-011
Total participants2020-04-01208
Number of participants with account balances2020-04-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-013
2019: E.L. ROBINSON ENGINEERING CO. 2019 401k membership
Total participants, beginning-of-year2019-04-01193
Total number of active participants reported on line 7a of the Form 55002019-04-01180
Number of retired or separated participants receiving benefits2019-04-011
Number of other retired or separated participants entitled to future benefits2019-04-0126
Total of all active and inactive participants2019-04-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-011
Total participants2019-04-01208
Number of participants with account balances2019-04-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-010
2018: E.L. ROBINSON ENGINEERING CO. 2018 401k membership
Total participants, beginning-of-year2018-04-01170
Total number of active participants reported on line 7a of the Form 55002018-04-01158
Number of retired or separated participants receiving benefits2018-04-012
Number of other retired or separated participants entitled to future benefits2018-04-0124
Total of all active and inactive participants2018-04-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-011
Total participants2018-04-01185
Number of participants with account balances2018-04-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-010
2017: E.L. ROBINSON ENGINEERING CO. 2017 401k membership
Total participants, beginning-of-year2017-04-01145
Total number of active participants reported on line 7a of the Form 55002017-04-01133
Number of retired or separated participants receiving benefits2017-04-011
Number of other retired or separated participants entitled to future benefits2017-04-0123
Total of all active and inactive participants2017-04-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-011
Total participants2017-04-01158
Number of participants with account balances2017-04-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-011
2016: E.L. ROBINSON ENGINEERING CO. 2016 401k membership
Total participants, beginning-of-year2016-04-01133
Total number of active participants reported on line 7a of the Form 55002016-04-01113
Number of retired or separated participants receiving benefits2016-04-012
Number of other retired or separated participants entitled to future benefits2016-04-0124
Total of all active and inactive participants2016-04-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-011
Total participants2016-04-01140
Number of participants with account balances2016-04-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-012
2015: E.L. ROBINSON ENGINEERING CO. 2015 401k membership
Total participants, beginning-of-year2015-04-01140
Total number of active participants reported on line 7a of the Form 55002015-04-01133
Number of retired or separated participants receiving benefits2015-04-011
Number of other retired or separated participants entitled to future benefits2015-04-0116
Total of all active and inactive participants2015-04-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-011
Total participants2015-04-01151
Number of participants with account balances2015-04-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-017
2014: E.L. ROBINSON ENGINEERING CO. 2014 401k membership
Total participants, beginning-of-year2014-04-01133
Total number of active participants reported on line 7a of the Form 55002014-04-01123
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-0116
Total of all active and inactive participants2014-04-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-011
Total participants2014-04-01140
Number of participants with account balances2014-04-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-0112
2013: E.L. ROBINSON ENGINEERING CO. 2013 401k membership
Total participants, beginning-of-year2013-04-01123
Total number of active participants reported on line 7a of the Form 55002013-04-01114
Number of retired or separated participants receiving benefits2013-04-010
Number of other retired or separated participants entitled to future benefits2013-04-0115
Total of all active and inactive participants2013-04-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-010
Total participants2013-04-01129
Number of participants with account balances2013-04-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-013
2012: E.L. ROBINSON ENGINEERING CO. 2012 401k membership
Total participants, beginning-of-year2012-04-01128
Total number of active participants reported on line 7a of the Form 55002012-04-01109
Number of retired or separated participants receiving benefits2012-04-010
Number of other retired or separated participants entitled to future benefits2012-04-0111
Total of all active and inactive participants2012-04-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-010
Total participants2012-04-01120
Number of participants with account balances2012-04-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-018
2008: E.L. ROBINSON ENGINEERING CO. 2008 401k membership
Total participants, beginning-of-year2008-04-0177
Total number of active participants reported on line 7a of the Form 55002008-04-0172
Number of retired or separated participants receiving benefits2008-04-010
Number of other retired or separated participants entitled to future benefits2008-04-018
Total of all active and inactive participants2008-04-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-04-010
Total participants2008-04-0180
Number of participants with account balances2008-04-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-04-011

Financial Data on E.L. ROBINSON ENGINEERING CO.

Measure Date Value
2023 : E.L. ROBINSON ENGINEERING CO. 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-03-31$0
Total unrealized appreciation/depreciation of assets2023-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Expenses. Interest paid2023-03-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-03-31$0
Total income from all sources (including contributions)2023-03-31$981,166
Total loss/gain on sale of assets2023-03-31$0
Total of all expenses incurred2023-03-31$1,068,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$938,545
Expenses. Certain deemed distributions of participant loans2023-03-31$0
Value of total corrective distributions2023-03-31$2,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$2,060,804
Value of total assets at end of year2023-03-31$20,103,197
Value of total assets at beginning of year2023-03-31$20,190,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$126,890
Total income from rents2023-03-31$0
Total interest from all sources2023-03-31$953,803
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-03-31$0
Assets. Real estate other than employer real property at end of year2023-03-31$0
Assets. Real estate other than employer real property at beginning of year2023-03-31$0
Administrative expenses professional fees incurred2023-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-03-31$0
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$500,000
If this is an individual account plan, was there a blackout period2023-03-31No
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Contributions received from participants2023-03-31$1,335,914
Participant contributions at end of year2023-03-31$188,225
Participant contributions at beginning of year2023-03-31$210,639
Participant contributions at end of year2023-03-31$0
Participant contributions at beginning of year2023-03-31$0
Assets. Other investments not covered elsewhere at end of year2023-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2023-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-03-31$279,573
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-03-31$0
Assets. Loans (other than to participants) at end of year2023-03-31$0
Assets. Loans (other than to participants) at beginning of year2023-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-03-31$0
Other income not declared elsewhere2023-03-31$0
Administrative expenses (other) incurred2023-03-31$0
Total non interest bearing cash at end of year2023-03-31$0
Total non interest bearing cash at beginning of year2023-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Income. Non cash contributions2023-03-31$0
Value of net income/loss2023-03-31$-86,913
Value of net assets at end of year (total assets less liabilities)2023-03-31$20,103,197
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$20,190,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Assets. partnership/joint venture interests at end of year2023-03-31$0
Assets. partnership/joint venture interests at beginning of year2023-03-31$0
Investment advisory and management fees2023-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-03-31$17,847,019
Value of interest in pooled separate accounts at end of year2023-03-31$17,857,365
Value of interest in pooled separate accounts at beginning of year2023-03-31$0
Interest on participant loans2023-03-31$11,272
Income. Interest from loans (other than to participants)2023-03-31$0
Interest earned on other investments2023-03-31$942,531
Income. Interest from US Government securities2023-03-31$0
Income. Interest from corporate debt instruments2023-03-31$0
Value of interest in master investment trust accounts at end of year2023-03-31$0
Value of interest in master investment trust accounts at beginning of year2023-03-31$0
Value of interest in common/collective trusts at end of year2023-03-31$0
Value of interest in common/collective trusts at beginning of year2023-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-03-31$0
Assets. Value of investments in 103.12 investment entities at end of year2023-03-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-03-31$2,057,607
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-03-31$2,132,452
Expenses. Payments to insurance carriers foe the provision of benefits2023-03-31$0
Asset value of US Government securities at end of year2023-03-31$0
Asset value of US Government securities at beginning of year2023-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-03-31$0
Net investment gain/loss from pooled separate accounts2023-03-31$-2,033,441
Net investment gain or loss from common/collective trusts2023-03-31$0
Net gain/loss from 103.12 investment entities2023-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31No
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Assets. Invements in employer securities at end of year2023-03-31$0
Assets. Invements in employer securities at beginning of year2023-03-31$0
Assets. Value of employer real property at end of year2023-03-31$0
Assets. Value of employer real property at beginning of year2023-03-31$0
Contributions received in cash from employer2023-03-31$445,317
Employer contributions (assets) at end of year2023-03-31$0
Employer contributions (assets) at beginning of year2023-03-31$0
Income. Dividends from preferred stock2023-03-31$0
Income. Dividends from common stock2023-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$938,545
Asset. Corporate debt instrument preferred debt at end of year2023-03-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-03-31$0
Asset. Corporate debt instrument debt (other) at end of year2023-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-03-31$0
Contract administrator fees2023-03-31$126,890
Assets. Corporate common stocks other than exployer securities at end of year2023-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-03-31$0
Liabilities. Value of benefit claims payable at end of year2023-03-31$0
Liabilities. Value of benefit claims payable at beginning of year2023-03-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-03-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-03-31$0
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Aggregate proceeds on sale of assets2023-03-31$0
Aggregate carrying amount (costs) on sale of assets2023-03-31$0
Liabilities. Value of acquisition indebtedness at end of year2023-03-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-03-31$0
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31GRAY GRIFFITH & MAYS CPA AC
Accountancy firm EIN2023-03-31550621482
2022 : E.L. ROBINSON ENGINEERING CO. 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-03-31$0
Total unrealized appreciation/depreciation of assets2022-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$0
Expenses. Interest paid2022-03-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-03-31$0
Total income from all sources (including contributions)2022-03-31$2,867,972
Total loss/gain on sale of assets2022-03-31$0
Total of all expenses incurred2022-03-31$517,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$422,473
Expenses. Certain deemed distributions of participant loans2022-03-31$0
Value of total corrective distributions2022-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$2,176,470
Value of total assets at end of year2022-03-31$20,190,110
Value of total assets at beginning of year2022-03-31$17,839,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$95,182
Total income from rents2022-03-31$0
Total interest from all sources2022-03-31$1,185,791
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$156,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-03-31$156,975
Assets. Real estate other than employer real property at end of year2022-03-31$0
Assets. Real estate other than employer real property at beginning of year2022-03-31$0
Administrative expenses professional fees incurred2022-03-31$95,182
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-03-31$0
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$500,000
If this is an individual account plan, was there a blackout period2022-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-03-31$0
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Contributions received from participants2022-03-31$1,232,693
Participant contributions at end of year2022-03-31$210,639
Participant contributions at beginning of year2022-03-31$206,638
Participant contributions at end of year2022-03-31$0
Participant contributions at beginning of year2022-03-31$0
Assets. Other investments not covered elsewhere at end of year2022-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-03-31$540,118
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-03-31$0
Assets. Loans (other than to participants) at end of year2022-03-31$0
Assets. Loans (other than to participants) at beginning of year2022-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-03-31$0
Other income not declared elsewhere2022-03-31$0
Administrative expenses (other) incurred2022-03-31$0
Total non interest bearing cash at end of year2022-03-31$0
Total non interest bearing cash at beginning of year2022-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Income. Non cash contributions2022-03-31$0
Value of net income/loss2022-03-31$2,350,317
Value of net assets at end of year (total assets less liabilities)2022-03-31$20,190,110
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$17,839,793
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Assets. partnership/joint venture interests at end of year2022-03-31$0
Assets. partnership/joint venture interests at beginning of year2022-03-31$0
Investment advisory and management fees2022-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-03-31$17,847,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-03-31$13,632,834
Interest on participant loans2022-03-31$14,205
Income. Interest from loans (other than to participants)2022-03-31$0
Interest earned on other investments2022-03-31$1,171,586
Income. Interest from US Government securities2022-03-31$0
Income. Interest from corporate debt instruments2022-03-31$0
Value of interest in master investment trust accounts at end of year2022-03-31$0
Value of interest in master investment trust accounts at beginning of year2022-03-31$0
Value of interest in common/collective trusts at end of year2022-03-31$0
Value of interest in common/collective trusts at beginning of year2022-03-31$1,771,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-03-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-03-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-03-31$2,132,452
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-03-31$2,228,483
Expenses. Payments to insurance carriers foe the provision of benefits2022-03-31$0
Asset value of US Government securities at end of year2022-03-31$0
Asset value of US Government securities at beginning of year2022-03-31$0
Net investment gain/loss from pooled separate accounts2022-03-31$-651,264
Net investment gain or loss from common/collective trusts2022-03-31$0
Net gain/loss from 103.12 investment entities2022-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31No
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Assets. Invements in employer securities at end of year2022-03-31$0
Assets. Invements in employer securities at beginning of year2022-03-31$0
Assets. Value of employer real property at end of year2022-03-31$0
Assets. Value of employer real property at beginning of year2022-03-31$0
Contributions received in cash from employer2022-03-31$403,659
Employer contributions (assets) at end of year2022-03-31$0
Employer contributions (assets) at beginning of year2022-03-31$0
Income. Dividends from preferred stock2022-03-31$0
Income. Dividends from common stock2022-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$422,473
Asset. Corporate debt instrument preferred debt at end of year2022-03-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-03-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-03-31$0
Contract administrator fees2022-03-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-03-31$0
Liabilities. Value of benefit claims payable at end of year2022-03-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-03-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-03-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-03-31$0
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Aggregate proceeds on sale of assets2022-03-31$0
Aggregate carrying amount (costs) on sale of assets2022-03-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-03-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-03-31$0
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31GRAY GRIFFITH AND MAYS
Accountancy firm EIN2022-03-31550621482
2021 : E.L. ROBINSON ENGINEERING CO. 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-03-31$0
Total unrealized appreciation/depreciation of assets2021-03-31$0
Total transfer of assets to this plan2021-03-31$0
Total transfer of assets from this plan2021-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total income from all sources (including contributions)2021-03-31$6,044,239
Total loss/gain on sale of assets2021-03-31$0
Total of all expenses incurred2021-03-31$1,316,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$1,214,276
Expenses. Certain deemed distributions of participant loans2021-03-31$0
Value of total corrective distributions2021-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$1,666,850
Value of total assets at end of year2021-03-31$17,839,793
Value of total assets at beginning of year2021-03-31$13,112,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$102,429
Total interest from all sources2021-03-31$78,538
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$500,000
If this is an individual account plan, was there a blackout period2021-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-03-31$0
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Contributions received from participants2021-03-31$1,170,779
Participant contributions at end of year2021-03-31$206,638
Participant contributions at beginning of year2021-03-31$204,519
Assets. Other investments not covered elsewhere at end of year2021-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-03-31$103,284
Other income not declared elsewhere2021-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$4,727,534
Value of net assets at end of year (total assets less liabilities)2021-03-31$17,839,793
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$13,112,259
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-03-31$13,632,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-03-31$11,003,259
Value of interest in pooled separate accounts at end of year2021-03-31$0
Value of interest in pooled separate accounts at beginning of year2021-03-31$0
Interest on participant loans2021-03-31$14,149
Interest earned on other investments2021-03-31$64,389
Value of interest in common/collective trusts at end of year2021-03-31$1,771,838
Value of interest in common/collective trusts at beginning of year2021-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-03-31$2,228,483
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-03-31$1,904,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-03-31$0
Net investment gain/loss from pooled separate accounts2021-03-31$4,298,851
Net investment gain or loss from common/collective trusts2021-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31No
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Assets. Invements in employer securities at end of year2021-03-31$0
Assets. Invements in employer securities at beginning of year2021-03-31$0
Contributions received in cash from employer2021-03-31$392,787
Income. Dividends from common stock2021-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$1,214,276
Asset. Corporate debt instrument debt (other) at end of year2021-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-03-31$0
Contract administrator fees2021-03-31$102,429
Assets. Corporate common stocks other than exployer securities at end of year2021-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-03-31$0
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Opinion of an independent qualified public accountant for this plan2021-03-31Unqualified
Accountancy firm name2021-03-31GRAY GRIFFITH & MAYS
Accountancy firm EIN2021-03-31550621482
2020 : E.L. ROBINSON ENGINEERING CO. 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-03-31$0
Total unrealized appreciation/depreciation of assets2020-03-31$0
Total transfer of assets to this plan2020-03-31$0
Total transfer of assets from this plan2020-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total income from all sources (including contributions)2020-03-31$897,510
Total loss/gain on sale of assets2020-03-31$0
Total of all expenses incurred2020-03-31$153,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$150,993
Value of total corrective distributions2020-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$1,742,669
Value of total assets at end of year2020-03-31$13,112,259
Value of total assets at beginning of year2020-03-31$12,368,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$2,319
Total interest from all sources2020-03-31$60,196
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$500,000
If this is an individual account plan, was there a blackout period2020-03-31No
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Contributions received from participants2020-03-31$1,124,712
Participant contributions at end of year2020-03-31$204,519
Participant contributions at beginning of year2020-03-31$152,681
Assets. Other investments not covered elsewhere at end of year2020-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-03-31$302,715
Other income not declared elsewhere2020-03-31$0
Administrative expenses (other) incurred2020-03-31$2,319
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$744,198
Value of net assets at end of year (total assets less liabilities)2020-03-31$13,112,259
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$12,368,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$11,003,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$10,824,408
Value of interest in pooled separate accounts at end of year2020-03-31$0
Value of interest in pooled separate accounts at beginning of year2020-03-31$0
Interest on participant loans2020-03-31$15,512
Interest earned on other investments2020-03-31$44,684
Value of interest in common/collective trusts at end of year2020-03-31$0
Value of interest in common/collective trusts at beginning of year2020-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-03-31$1,904,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-03-31$1,390,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-03-31$0
Net investment gain/loss from pooled separate accounts2020-03-31$-905,355
Net investment gain or loss from common/collective trusts2020-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31No
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Assets. Invements in employer securities at end of year2020-03-31$0
Assets. Invements in employer securities at beginning of year2020-03-31$0
Contributions received in cash from employer2020-03-31$315,242
Income. Dividends from common stock2020-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$150,993
Asset. Corporate debt instrument debt (other) at end of year2020-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-03-31$0
Assets. Corporate common stocks other than exployer securities at end of year2020-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-03-31$0
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31Yes
Opinion of an independent qualified public accountant for this plan2020-03-31Disclaimer
Accountancy firm name2020-03-31GRAY, GRIFFITH & MAYS A.C.
Accountancy firm EIN2020-03-31550621482
2019 : E.L. ROBINSON ENGINEERING CO. 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-03-31$0
Total unrealized appreciation/depreciation of assets2019-03-31$0
Total transfer of assets to this plan2019-03-31$0
Total transfer of assets from this plan2019-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$0
Total income from all sources (including contributions)2019-03-31$2,225,164
Total loss/gain on sale of assets2019-03-31$0
Total of all expenses incurred2019-03-31$319,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$318,592
Expenses. Certain deemed distributions of participant loans2019-03-31$0
Value of total corrective distributions2019-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$1,732,626
Value of total assets at end of year2019-03-31$12,368,061
Value of total assets at beginning of year2019-03-31$10,462,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$1,147
Total interest from all sources2019-03-31$34,430
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$500,000
If this is an individual account plan, was there a blackout period2019-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-03-31$0
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Contributions received from participants2019-03-31$856,324
Participant contributions at end of year2019-03-31$152,681
Participant contributions at beginning of year2019-03-31$175,464
Assets. Other investments not covered elsewhere at end of year2019-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-03-31$589,361
Other income not declared elsewhere2019-03-31$0
Administrative expenses (other) incurred2019-03-31$1,147
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$1,905,425
Value of net assets at end of year (total assets less liabilities)2019-03-31$12,368,061
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$10,462,636
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-03-31$10,824,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-03-31$10,039,595
Value of interest in pooled separate accounts at end of year2019-03-31$0
Value of interest in pooled separate accounts at beginning of year2019-03-31$0
Interest on participant loans2019-03-31$9,264
Interest earned on other investments2019-03-31$25,166
Value of interest in common/collective trusts at end of year2019-03-31$0
Value of interest in common/collective trusts at beginning of year2019-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-03-31$1,390,972
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-03-31$247,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-03-31$0
Net investment gain/loss from pooled separate accounts2019-03-31$458,108
Net investment gain or loss from common/collective trusts2019-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31No
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Assets. Invements in employer securities at end of year2019-03-31$0
Assets. Invements in employer securities at beginning of year2019-03-31$0
Contributions received in cash from employer2019-03-31$286,941
Income. Dividends from common stock2019-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$318,592
Asset. Corporate debt instrument debt (other) at end of year2019-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-03-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-03-31$0
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31Yes
Opinion of an independent qualified public accountant for this plan2019-03-31Disclaimer
Accountancy firm name2019-03-31GRAY GRIFFITH AND MAYS A.C.
Accountancy firm EIN2019-03-31550621482
2018 : E.L. ROBINSON ENGINEERING CO. 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-03-31$0
Total unrealized appreciation/depreciation of assets2018-03-31$0
Total transfer of assets to this plan2018-03-31$0
Total transfer of assets from this plan2018-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Total income from all sources (including contributions)2018-03-31$1,765,617
Total loss/gain on sale of assets2018-03-31$0
Total of all expenses incurred2018-03-31$541,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$540,240
Expenses. Certain deemed distributions of participant loans2018-03-31$0
Value of total corrective distributions2018-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$1,078,401
Value of total assets at end of year2018-03-31$10,462,346
Value of total assets at beginning of year2018-03-31$9,237,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$877
Total interest from all sources2018-03-31$16,178
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$500,000
If this is an individual account plan, was there a blackout period2018-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-03-31$0
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Contributions received from participants2018-03-31$785,769
Participant contributions at end of year2018-03-31$175,174
Participant contributions at beginning of year2018-03-31$215,615
Assets. Other investments not covered elsewhere at end of year2018-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-03-31$37,262
Other income not declared elsewhere2018-03-31$0
Administrative expenses (other) incurred2018-03-31$877
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$1,224,500
Value of net assets at end of year (total assets less liabilities)2018-03-31$10,462,346
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$9,237,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-03-31$10,039,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-03-31$8,779,744
Value of interest in pooled separate accounts at end of year2018-03-31$0
Value of interest in pooled separate accounts at beginning of year2018-03-31$0
Interest on participant loans2018-03-31$9,854
Interest earned on other investments2018-03-31$6,324
Value of interest in common/collective trusts at end of year2018-03-31$0
Value of interest in common/collective trusts at beginning of year2018-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-03-31$247,577
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-03-31$242,487
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-03-31$0
Net investment gain/loss from pooled separate accounts2018-03-31$671,038
Net investment gain or loss from common/collective trusts2018-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31No
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Assets. Invements in employer securities at end of year2018-03-31$0
Assets. Invements in employer securities at beginning of year2018-03-31$0
Contributions received in cash from employer2018-03-31$255,370
Income. Dividends from common stock2018-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$540,240
Asset. Corporate debt instrument debt (other) at end of year2018-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-03-31$0
Assets. Corporate common stocks other than exployer securities at end of year2018-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-03-31$0
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31Yes
Opinion of an independent qualified public accountant for this plan2018-03-31Disclaimer
Accountancy firm name2018-03-31GRAY GRIFFITH AND MAYS A.C.
Accountancy firm EIN2018-03-31550621482
2017 : E.L. ROBINSON ENGINEERING CO. 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-03-31$0
Total unrealized appreciation/depreciation of assets2017-03-31$0
Total transfer of assets from this plan2017-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$0
Total income from all sources (including contributions)2017-03-31$2,336,465
Total loss/gain on sale of assets2017-03-31$0
Total of all expenses incurred2017-03-31$409,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$408,872
Expenses. Certain deemed distributions of participant loans2017-03-31$0
Value of total corrective distributions2017-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$1,478,461
Value of total assets at end of year2017-03-31$9,237,846
Value of total assets at beginning of year2017-03-31$7,311,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$884
Total interest from all sources2017-03-31$20,233
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$500,000
If this is an individual account plan, was there a blackout period2017-03-31No
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Contributions received from participants2017-03-31$684,842
Participant contributions at end of year2017-03-31$215,615
Participant contributions at beginning of year2017-03-31$156,277
Assets. Other investments not covered elsewhere at end of year2017-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-03-31$561,037
Other income not declared elsewhere2017-03-31$0
Administrative expenses (other) incurred2017-03-31$884
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$1,926,709
Value of net assets at end of year (total assets less liabilities)2017-03-31$9,237,846
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$7,311,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-03-31$8,779,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-03-31$6,707,991
Value of interest in pooled separate accounts at end of year2017-03-31$0
Value of interest in pooled separate accounts at beginning of year2017-03-31$0
Interest on participant loans2017-03-31$12,473
Interest earned on other investments2017-03-31$7,760
Value of interest in common/collective trusts at end of year2017-03-31$0
Value of interest in common/collective trusts at beginning of year2017-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-03-31$242,487
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-03-31$446,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-03-31$0
Net investment gain/loss from pooled separate accounts2017-03-31$837,771
Net investment gain or loss from common/collective trusts2017-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31No
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Assets. Invements in employer securities at end of year2017-03-31$0
Assets. Invements in employer securities at beginning of year2017-03-31$0
Contributions received in cash from employer2017-03-31$232,582
Income. Dividends from common stock2017-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$408,872
Asset. Corporate debt instrument debt (other) at end of year2017-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-03-31$0
Assets. Corporate common stocks other than exployer securities at end of year2017-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-03-31$0
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31Yes
Opinion of an independent qualified public accountant for this plan2017-03-31Disclaimer
Accountancy firm name2017-03-31GRAY GRIFFITH AND MAYS A.C.
Accountancy firm EIN2017-03-31550621482
2016 : E.L. ROBINSON ENGINEERING CO. 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-03-31$0
Total unrealized appreciation/depreciation of assets2016-03-31$0
Total transfer of assets from this plan2016-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Total income from all sources (including contributions)2016-03-31$828,721
Total loss/gain on sale of assets2016-03-31$0
Total of all expenses incurred2016-03-31$258,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$256,758
Expenses. Certain deemed distributions of participant loans2016-03-31$0
Value of total corrective distributions2016-03-31$122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$840,845
Value of total assets at end of year2016-03-31$7,311,137
Value of total assets at beginning of year2016-03-31$6,741,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$1,775
Total interest from all sources2016-03-31$12,373
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$500,000
If this is an individual account plan, was there a blackout period2016-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Contributions received from participants2016-03-31$586,454
Participant contributions at end of year2016-03-31$156,277
Participant contributions at beginning of year2016-03-31$158,488
Assets. Other investments not covered elsewhere at end of year2016-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-03-31$31,082
Other income not declared elsewhere2016-03-31$0
Administrative expenses (other) incurred2016-03-31$1,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$570,066
Value of net assets at end of year (total assets less liabilities)2016-03-31$7,311,137
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$6,741,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-03-31$6,707,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-03-31$6,543,249
Value of interest in pooled separate accounts at end of year2016-03-31$0
Value of interest in pooled separate accounts at beginning of year2016-03-31$0
Interest on participant loans2016-03-31$9,016
Interest earned on other investments2016-03-31$3,357
Value of interest in common/collective trusts at end of year2016-03-31$0
Value of interest in common/collective trusts at beginning of year2016-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-03-31$446,869
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-03-31$39,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-03-31$0
Net investment gain/loss from pooled separate accounts2016-03-31$-24,497
Net investment gain or loss from common/collective trusts2016-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31No
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Assets. Invements in employer securities at end of year2016-03-31$0
Assets. Invements in employer securities at beginning of year2016-03-31$0
Contributions received in cash from employer2016-03-31$223,309
Income. Dividends from common stock2016-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$256,758
Asset. Corporate debt instrument debt (other) at end of year2016-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-03-31$0
Assets. Corporate common stocks other than exployer securities at end of year2016-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-03-31$0
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31Yes
Opinion of an independent qualified public accountant for this plan2016-03-31Disclaimer
Accountancy firm name2016-03-31GRAY GRIFFIN & MAYS, A,C,
Accountancy firm EIN2016-03-31550621482
2015 : E.L. ROBINSON ENGINEERING CO. 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-03-31$0
Total unrealized appreciation/depreciation of assets2015-03-31$0
Total transfer of assets to this plan2015-03-31$75
Total transfer of assets from this plan2015-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$0
Total income from all sources (including contributions)2015-03-31$1,171,590
Total loss/gain on sale of assets2015-03-31$0
Total of all expenses incurred2015-03-31$332,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$331,490
Expenses. Certain deemed distributions of participant loans2015-03-31$0
Value of total corrective distributions2015-03-31$88
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$811,223
Value of total assets at end of year2015-03-31$6,741,071
Value of total assets at beginning of year2015-03-31$5,901,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$774
Total interest from all sources2015-03-31$5,700
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$500,000
If this is an individual account plan, was there a blackout period2015-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Contributions received from participants2015-03-31$575,217
Participant contributions at end of year2015-03-31$158,488
Participant contributions at beginning of year2015-03-31$50,985
Assets. Other investments not covered elsewhere at end of year2015-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-03-31$38,270
Other income not declared elsewhere2015-03-31$0
Administrative expenses (other) incurred2015-03-31$774
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$839,238
Value of net assets at end of year (total assets less liabilities)2015-03-31$6,741,071
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$5,901,758
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-03-31$6,543,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-03-31$5,818,455
Value of interest in pooled separate accounts at end of year2015-03-31$0
Value of interest in pooled separate accounts at beginning of year2015-03-31$0
Interest on participant loans2015-03-31$4,613
Interest earned on other investments2015-03-31$1,087
Value of interest in common/collective trusts at end of year2015-03-31$0
Value of interest in common/collective trusts at beginning of year2015-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-03-31$39,334
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-03-31$32,318
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-03-31$0
Net investment gain/loss from pooled separate accounts2015-03-31$354,667
Net investment gain or loss from common/collective trusts2015-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31No
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Assets. Invements in employer securities at end of year2015-03-31$0
Assets. Invements in employer securities at beginning of year2015-03-31$0
Contributions received in cash from employer2015-03-31$197,736
Income. Dividends from common stock2015-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$331,490
Asset. Corporate debt instrument debt (other) at end of year2015-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-03-31$0
Assets. Corporate common stocks other than exployer securities at end of year2015-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-03-31$0
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31Yes
Opinion of an independent qualified public accountant for this plan2015-03-31Disclaimer
Accountancy firm name2015-03-31GRAY GRIFFITH & MAYS AC
Accountancy firm EIN2015-03-31550621482
2014 : E.L. ROBINSON ENGINEERING CO. 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-03-31$0
Total unrealized appreciation/depreciation of assets2014-03-31$0
Total transfer of assets to this plan2014-03-31$39
Total transfer of assets from this plan2014-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$0
Total income from all sources (including contributions)2014-03-31$1,282,184
Total loss/gain on sale of assets2014-03-31$0
Total of all expenses incurred2014-03-31$9,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$9,665
Expenses. Certain deemed distributions of participant loans2014-03-31$0
Value of total corrective distributions2014-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$737,724
Value of total assets at end of year2014-03-31$5,901,758
Value of total assets at beginning of year2014-03-31$4,629,347
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$147
Total interest from all sources2014-03-31$4,014
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$500,000
If this is an individual account plan, was there a blackout period2014-03-31No
Funding deficiency by the employer to the plan for this plan year2014-03-31$0
Minimum employer required contribution for this plan year2014-03-31$0
Amount contributed by the employer to the plan for this plan year2014-03-31$0
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Contributions received from participants2014-03-31$524,023
Participant contributions at end of year2014-03-31$50,985
Participant contributions at beginning of year2014-03-31$85,358
Assets. Other investments not covered elsewhere at end of year2014-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-03-31$27,623
Other income not declared elsewhere2014-03-31$0
Administrative expenses (other) incurred2014-03-31$147
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$1,272,372
Value of net assets at end of year (total assets less liabilities)2014-03-31$5,901,758
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$4,629,347
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-03-31$5,818,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-03-31$4,518,501
Value of interest in pooled separate accounts at end of year2014-03-31$0
Value of interest in pooled separate accounts at beginning of year2014-03-31$0
Interest on participant loans2014-03-31$3,213
Interest earned on other investments2014-03-31$801
Value of interest in common/collective trusts at end of year2014-03-31$0
Value of interest in common/collective trusts at beginning of year2014-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-03-31$32,318
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-03-31$25,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-03-31$0
Net investment gain/loss from pooled separate accounts2014-03-31$540,446
Net investment gain or loss from common/collective trusts2014-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31No
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Assets. Invements in employer securities at end of year2014-03-31$0
Assets. Invements in employer securities at beginning of year2014-03-31$0
Contributions received in cash from employer2014-03-31$186,078
Income. Dividends from common stock2014-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$9,665
Asset. Corporate debt instrument debt (other) at end of year2014-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-03-31$0
Assets. Corporate common stocks other than exployer securities at end of year2014-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-03-31$0
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31Yes
Opinion of an independent qualified public accountant for this plan2014-03-31Disclaimer
Accountancy firm name2014-03-31GRAY, GRIFFITH & MAYS
Accountancy firm EIN2014-03-31550621482
2013 : E.L. ROBINSON ENGINEERING CO. 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-03-31$0
Total unrealized appreciation/depreciation of assets2013-03-31$0
Total transfer of assets to this plan2013-03-31$0
Total transfer of assets from this plan2013-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$0
Total income from all sources (including contributions)2013-03-31$864,272
Total loss/gain on sale of assets2013-03-31$0
Total of all expenses incurred2013-03-31$60,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$60,165
Expenses. Certain deemed distributions of participant loans2013-03-31$0
Value of total corrective distributions2013-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$626,101
Value of total assets at end of year2013-03-31$4,629,347
Value of total assets at beginning of year2013-03-31$3,825,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$608
Total interest from all sources2013-03-31$6,516
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$350,000
If this is an individual account plan, was there a blackout period2013-03-31Yes
Funding deficiency by the employer to the plan for this plan year2013-03-31$0
Minimum employer required contribution for this plan year2013-03-31$0
Amount contributed by the employer to the plan for this plan year2013-03-31$0
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Contributions received from participants2013-03-31$315,061
Participant contributions at end of year2013-03-31$85,358
Participant contributions at beginning of year2013-03-31$100,641
Assets. Other investments not covered elsewhere at end of year2013-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-03-31$0
Other income not declared elsewhere2013-03-31$0
Administrative expenses (other) incurred2013-03-31$608
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$803,499
Value of net assets at end of year (total assets less liabilities)2013-03-31$4,629,347
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$3,825,848
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-03-31$4,518,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-03-31$3,572,418
Value of interest in pooled separate accounts at end of year2013-03-31$0
Value of interest in pooled separate accounts at beginning of year2013-03-31$0
Interest on participant loans2013-03-31$4,117
Interest earned on other investments2013-03-31$2,399
Value of interest in common/collective trusts at end of year2013-03-31$0
Value of interest in common/collective trusts at beginning of year2013-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-03-31$25,488
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-03-31$152,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-03-31$0
Net investment gain/loss from pooled separate accounts2013-03-31$231,655
Net investment gain or loss from common/collective trusts2013-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31No
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Assets. Invements in employer securities at end of year2013-03-31$0
Assets. Invements in employer securities at beginning of year2013-03-31$0
Contributions received in cash from employer2013-03-31$311,040
Income. Dividends from common stock2013-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$60,165
Asset. Corporate debt instrument debt (other) at end of year2013-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-03-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-03-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2013-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-03-31$0
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31Yes
Opinion of an independent qualified public accountant for this plan2013-03-31Disclaimer
Accountancy firm name2013-03-31GRAY, GRIFFITH AND MAYS, AC
Accountancy firm EIN2013-03-31550621482
2009 : E.L. ROBINSON ENGINEERING CO. 2009 401k financial data
Total income from all sources2009-03-31$-281,518
Expenses. Total of all expenses incurred2009-03-31$163,521
Benefits paid (including direct rollovers)2009-03-31$162,778
Total plan assets at end of year2009-03-31$1,971,211
Total plan assets at beginning of year2009-03-31$2,416,250
Value of fidelity bond covering the plan2009-03-31$200,000
Total contributions received or receivable from participants2009-03-31$261,216
Other income received2009-03-31$-665,403
Net income (gross income less expenses)2009-03-31$-445,039
Net plan assets at end of year (total assets less liabilities)2009-03-31$1,971,211
Net plan assets at beginning of year (total assets less liabilities)2009-03-31$2,416,250
Assets. Value of participant loans2009-03-31$46,223
Total contributions received or receivable from employer(s)2009-03-31$122,669
Expenses. Administrative service providers (salaries,fees and commissions)2009-03-31$743

Form 5500 Responses for E.L. ROBINSON ENGINEERING CO.

2022: E.L. ROBINSON ENGINEERING CO. 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Submission has been amendedNo
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planNo
2022-04-01Plan funding arrangement – InsuranceYes
2022-04-01Plan benefit arrangement – InsuranceYes
2021: E.L. ROBINSON ENGINEERING CO. 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planNo
2021-04-01Plan funding arrangement – InsuranceYes
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement – InsuranceYes
2020: E.L. ROBINSON ENGINEERING CO. 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement – InsuranceYes
2019: E.L. ROBINSON ENGINEERING CO. 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement – InsuranceYes
2018: E.L. ROBINSON ENGINEERING CO. 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement – InsuranceYes
2017: E.L. ROBINSON ENGINEERING CO. 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2016: E.L. ROBINSON ENGINEERING CO. 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement – InsuranceYes
2015: E.L. ROBINSON ENGINEERING CO. 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement – InsuranceYes
2014: E.L. ROBINSON ENGINEERING CO. 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement – InsuranceYes
2013: E.L. ROBINSON ENGINEERING CO. 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2012: E.L. ROBINSON ENGINEERING CO. 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement – InsuranceYes
2008: E.L. ROBINSON ENGINEERING CO. 2008 form 5500 responses
2008-04-01Type of plan entitySingle employer plan
2008-04-01Submission has been amendedYes
2008-04-01This submission is the final filingNo
2008-04-01This return/report is a short plan year return/report (less than 12 months)No
2008-04-01Plan is a collectively bargained planNo
2008-04-01Plan funding arrangement – InsuranceYes
2008-04-01Plan funding arrangement – TrustYes
2008-04-01Plan benefit arrangement – InsuranceYes
2008-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number747027-01
Policy instance 1
Insurance contract or identification number747027-01
Number of Individuals Covered208
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $57,314
Total amount of fees paid to insurance companyUSD $0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $57,314
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number747027-01
Policy instance 1
Insurance contract or identification number747027-01
Number of Individuals Covered197
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $56,008
Total amount of fees paid to insurance companyUSD $0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $56,008
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-831321
Policy instance 1
Insurance contract or identification numberGA-831321
Number of Individuals Covered209
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $44,989
Total amount of fees paid to insurance companyUSD $0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $44,989
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-831321
Policy instance 1
Insurance contract or identification numberGA-831321
Number of Individuals Covered195
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $38,554
Total amount of fees paid to insurance companyUSD $0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $38,554
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-831321
Policy instance 1
Insurance contract or identification numberGA-831321
Number of Individuals Covered151
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $28,519
Total amount of fees paid to insurance companyUSD $0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $28,519
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-831321
Policy instance 1
Insurance contract or identification numberGA-831321
Number of Individuals Covered135
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $28,519
Total amount of fees paid to insurance companyUSD $0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $28,519
Insurance broker organization code?3
Insurance broker nameWOODBURY FIN SVCS INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-831321
Policy instance 1
Insurance contract or identification numberGA-831321
Number of Individuals Covered118
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $19,917
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $19,917
Insurance broker organization code?3
Insurance broker nameWOODBURY FIN SVCS INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-831321
Policy instance 1
Insurance contract or identification numberGA-831321
Number of Individuals Covered109
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $18,008
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $18,008
Insurance broker organization code?3
Insurance broker nameWOODBURY FIN SVCS INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-831321
Policy instance 1
Insurance contract or identification numberGA-831321
Number of Individuals Covered104
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $8,939
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $8,939
Insurance broker organization code?3
Insurance broker nameWOODBURY FINANCIAL SVCS INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-831321
Policy instance 2
Insurance contract or identification numberGA-831321
Number of Individuals Covered109
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $42,355
Total amount of fees paid to insurance companyUSD $3,761
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 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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $42,355
Insurance broker organization code?3
Amount paid for insurance broker fees3761
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker nameWOODBURY FINANCIAL SVCS INC
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1114069-01
Policy instance 1
Insurance contract or identification number1114069-01
Number of Individuals Covered4
Insurance policy start date2012-04-01
Insurance policy end date2012-07-09
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA-39345
Policy instance 1
Insurance contract or identification numberGA-39345
Number of Individuals Covered80
Insurance policy start date2008-04-01
Insurance policy end date2009-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,100
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 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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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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