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U-TEC CONSTRUCTION, INC., RETIREMENT PLAN 401k Plan overview

Plan NameU-TEC CONSTRUCTION, INC., RETIREMENT PLAN
Plan identification number 001

U-TEC CONSTRUCTION, INC., RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

U-TEC CONSTRUCTION, INC. has sponsored the creation of one or more 401k plans.

Company Name:U-TEC CONSTRUCTION, INC.
Employer identification number (EIN):582441098
NAIC Classification:237100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan U-TEC CONSTRUCTION, INC., RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ERNEST MORRISON2023-10-02
0012021-01-01ERNEST MORRISON2022-10-04 ERNEST MORRISON2022-10-04
0012021-01-01ERNEST MORRISON2023-08-08
0012020-01-01ERNEST MORRISON2021-10-12 ERNEST MORRISON2021-10-12
0012019-01-01ERNEST MORRISON2020-10-09 ERNEST MORRISON2020-10-09
0012018-01-01ERNEST MORRISON2019-10-03 ERNEST MORRISON2019-10-03
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01ERNEST MORRISON
0012013-01-01MICHELLE COLEMAN2014-08-03
0012012-01-01MICHELLE COLEMAN2013-10-03
0012011-01-01MICHELLE COLEMAN2012-08-27
0012010-01-01RALPH MAROTHY2011-10-03

Plan Statistics for U-TEC CONSTRUCTION, INC., RETIREMENT PLAN

401k plan membership statisitcs for U-TEC CONSTRUCTION, INC., RETIREMENT PLAN

Measure Date Value
2022: U-TEC CONSTRUCTION, INC., RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01431
Total number of active participants reported on line 7a of the Form 55002022-01-01347
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0171
Total of all active and inactive participants2022-01-01418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01418
Number of participants with account balances2022-01-01389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01120
2021: U-TEC CONSTRUCTION, INC., RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01423
Total number of active participants reported on line 7a of the Form 55002021-01-01349
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0182
Total of all active and inactive participants2021-01-01431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01431
Number of participants with account balances2021-01-01380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01134
2020: U-TEC CONSTRUCTION, INC., RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01556
Total number of active participants reported on line 7a of the Form 55002020-01-01510
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01119
Total of all active and inactive participants2020-01-01629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01630
Number of participants with account balances2020-01-01509
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0161
2019: U-TEC CONSTRUCTION, INC., RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01319
Total number of active participants reported on line 7a of the Form 55002019-01-01339
Number of other retired or separated participants entitled to future benefits2019-01-01143
Total of all active and inactive participants2019-01-01482
Total participants2019-01-01482
Number of participants with account balances2019-01-01436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-019
2018: U-TEC CONSTRUCTION, INC., RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01378
Total number of active participants reported on line 7a of the Form 55002018-01-01306
Number of other retired or separated participants entitled to future benefits2018-01-01143
Total of all active and inactive participants2018-01-01449
Total participants2018-01-01449
Number of participants with account balances2018-01-01436
2017: U-TEC CONSTRUCTION, INC., RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01319
Total number of active participants reported on line 7a of the Form 55002017-01-01343
Number of other retired or separated participants entitled to future benefits2017-01-0179
Total of all active and inactive participants2017-01-01422
Total participants2017-01-01422
Number of participants with account balances2017-01-01335
2016: U-TEC CONSTRUCTION, INC., RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01211
Total number of active participants reported on line 7a of the Form 55002016-01-01237
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0183
Total of all active and inactive participants2016-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01321
Number of participants with account balances2016-01-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: U-TEC CONSTRUCTION, INC., RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01188
Total number of active participants reported on line 7a of the Form 55002015-01-01205
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-016
Total of all active and inactive participants2015-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01211
Number of participants with account balances2015-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: U-TEC CONSTRUCTION, INC., RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01171
Total number of active participants reported on line 7a of the Form 55002014-01-01160
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0128
Total of all active and inactive participants2014-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01188
Number of participants with account balances2014-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on U-TEC CONSTRUCTION, INC., RETIREMENT PLAN

Measure Date Value
2022 : U-TEC CONSTRUCTION, INC., RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$1,897
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-363,982
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$371,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$302,398
Value of total corrective distributions2022-12-31$945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$648,570
Value of total assets at end of year2022-12-31$4,002,957
Value of total assets at beginning of year2022-12-31$4,736,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$68,142
Total interest from all sources2022-12-31$3,742
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$233,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$233,522
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$576,186
Participant contributions at end of year2022-12-31$80,430
Participant contributions at beginning of year2022-12-31$91,143
Other income not declared elsewhere2022-12-31$295
Total non interest bearing cash at end of year2022-12-31$19,588
Total non interest bearing cash at beginning of year2022-12-31$15,213
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-735,467
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,002,957
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,736,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$24,821
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,879,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,629,485
Interest on participant loans2022-12-31$3,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$23,284
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$686
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$686
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$125
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,250,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$72,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$302,398
Contract administrator fees2022-12-31$43,321
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BROWN & ASSOCIATES, PC
Accountancy firm EIN2022-12-31581945983
2021 : U-TEC CONSTRUCTION, INC., RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,107,296
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$559,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$499,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$549,041
Value of total assets at end of year2021-12-31$4,736,527
Value of total assets at beginning of year2021-12-31$4,188,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$59,559
Total interest from all sources2021-12-31$4,480
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$320,412
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$320,412
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$549,041
Participant contributions at end of year2021-12-31$91,143
Participant contributions at beginning of year2021-12-31$28,595
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Other income not declared elsewhere2021-12-31$276
Total non interest bearing cash at end of year2021-12-31$15,213
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$547,947
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,736,527
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,188,580
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$36,202
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,629,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,046,323
Interest on participant loans2021-12-31$4,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$686
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$15,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$15,400
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$233,087
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$0
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$98,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$499,790
Contract administrator fees2021-12-31$23,357
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BROWN & ASSOCIATES, PC
Accountancy firm EIN2021-12-31581945983
2020 : U-TEC CONSTRUCTION, INC., RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$440,831
Total unrealized appreciation/depreciation of assets2020-12-31$440,831
Total income from all sources (including contributions)2020-12-31$1,243,969
Total of all expenses incurred2020-12-31$243,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$243,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$680,308
Value of total assets at end of year2020-12-31$4,188,580
Value of total assets at beginning of year2020-12-31$3,188,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$800
Total interest from all sources2020-12-31$1,217
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$121,613
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$121,613
Administrative expenses professional fees incurred2020-12-31$800
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$150,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$574,717
Participant contributions at end of year2020-12-31$28,595
Participant contributions at beginning of year2020-12-31$28,165
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,329
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,000,030
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,188,580
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,188,550
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,046,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,072,654
Interest on participant loans2020-12-31$1,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$15,400
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$7,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$7,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$104,262
Employer contributions (assets) at end of year2020-12-31$98,262
Employer contributions (assets) at beginning of year2020-12-31$80,362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$243,139
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BROWN & ASSOCIATES PC
Accountancy firm EIN2020-12-31581945983
2019 : U-TEC CONSTRUCTION, INC., RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$385,055
Total unrealized appreciation/depreciation of assets2019-12-31$385,055
Total income from all sources (including contributions)2019-12-31$1,024,393
Total of all expenses incurred2019-12-31$132,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$131,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$525,829
Value of total assets at end of year2019-12-31$3,188,550
Value of total assets at beginning of year2019-12-31$2,296,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$675
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$113,509
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$113,509
Administrative expenses professional fees incurred2019-12-31$675
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$150,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$438,115
Participant contributions at end of year2019-12-31$28,165
Participant contributions at beginning of year2019-12-31$22,377
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$891,824
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,188,550
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,296,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,072,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,204,243
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$7,369
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,555
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$84,764
Employer contributions (assets) at end of year2019-12-31$80,362
Employer contributions (assets) at beginning of year2019-12-31$67,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$131,894
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BROWN & ASSOCIATES PC
Accountancy firm EIN2019-12-31581945983
2018 : U-TEC CONSTRUCTION, INC., RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-229,553
Total unrealized appreciation/depreciation of assets2018-12-31$-229,553
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$312,902
Total of all expenses incurred2018-12-31$84,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$83,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$431,019
Value of total assets at end of year2018-12-31$2,296,726
Value of total assets at beginning of year2018-12-31$2,067,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$612
Total interest from all sources2018-12-31$790
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$110,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$110,646
Administrative expenses professional fees incurred2018-12-31$612
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$150,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$356,798
Participant contributions at end of year2018-12-31$22,377
Participant contributions at beginning of year2018-12-31$10,683
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,670
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$228,874
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,296,726
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,067,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,204,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,057,169
Interest on participant loans2018-12-31$790
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,555
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$72,551
Employer contributions (assets) at end of year2018-12-31$67,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$83,416
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BROWN & ASSOCIATES PC
Accountancy firm EIN2018-12-31581945983
2017 : U-TEC CONSTRUCTION, INC., RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$228,622
Total unrealized appreciation/depreciation of assets2017-12-31$228,622
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$657,864
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$341,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$340,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$358,071
Value of total assets at end of year2017-12-31$2,067,852
Value of total assets at beginning of year2017-12-31$1,751,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$350
Total interest from all sources2017-12-31$557
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$68,074
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$68,074
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$150,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$298,626
Participant contributions at end of year2017-12-31$10,683
Participant contributions at beginning of year2017-12-31$9,849
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$59,445
Other income not declared elsewhere2017-12-31$2,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$316,770
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,067,852
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,751,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,057,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,741,233
Interest on participant loans2017-12-31$557
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$340,744
Contract administrator fees2017-12-31$350
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BROWN & ASSOCIATES PC
Accountancy firm EIN2017-12-31581945983
2016 : U-TEC CONSTRUCTION, INC., RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$62,145
Total unrealized appreciation/depreciation of assets2016-12-31$62,145
Total income from all sources (including contributions)2016-12-31$358,914
Total of all expenses incurred2016-12-31$90,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$90,224
Expenses. Certain deemed distributions of participant loans2016-12-31$79
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$244,159
Value of total assets at end of year2016-12-31$1,751,078
Value of total assets at beginning of year2016-12-31$1,482,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$325
Total interest from all sources2016-12-31$-815
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$53,425
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$53,425
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$150,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$244,159
Participant contributions at end of year2016-12-31$9,849
Participant contributions at beginning of year2016-12-31$25,177
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$268,286
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,751,078
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,482,792
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$325
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,741,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,457,615
Interest on participant loans2016-12-31$354
Interest earned on other investments2016-12-31$-1,169
Income. Interest from corporate debt instruments2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$90,224
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BROWN & ASSOCIATES PC
Accountancy firm EIN2016-12-31581945983
2015 : U-TEC CONSTRUCTION, INC., RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-88,520
Total unrealized appreciation/depreciation of assets2015-12-31$-88,520
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$187,471
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$32,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$31,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$203,657
Value of total assets at end of year2015-12-31$1,482,792
Value of total assets at beginning of year2015-12-31$1,327,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$575
Total interest from all sources2015-12-31$72,334
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$150,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$203,657
Participant contributions at end of year2015-12-31$25,177
Participant contributions at beginning of year2015-12-31$29,599
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$155,033
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,482,792
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,327,759
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$575
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,457,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,298,160
Income. Interest from corporate debt instruments2015-12-31$72,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$31,863
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BROWN & ASSOCIATES PC
Accountancy firm EIN2015-12-31581945983
2014 : U-TEC CONSTRUCTION, INC., RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$158,112
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$8,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$63,304
Value of total assets at end of year2014-12-31$1,327,759
Value of total assets at beginning of year2014-12-31$1,178,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$560
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$125,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$63,304
Participant contributions at end of year2014-12-31$29,599
Participant contributions at beginning of year2014-12-31$14,845
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$149,318
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,327,759
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,178,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,298,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,163,596
Interest on participant loans2014-12-31$560
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$94,248
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,794
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BROWN & ASSOCIATES PC
Accountancy firm EIN2014-12-31581945983

Form 5500 Responses for U-TEC CONSTRUCTION, INC., RETIREMENT PLAN

2022: U-TEC CONSTRUCTION, INC., RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: U-TEC CONSTRUCTION, INC., RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: U-TEC CONSTRUCTION, INC., RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: U-TEC CONSTRUCTION, INC., RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: U-TEC CONSTRUCTION, INC., RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: U-TEC CONSTRUCTION, INC., RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: U-TEC CONSTRUCTION, INC., RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: U-TEC CONSTRUCTION, INC., RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: U-TEC CONSTRUCTION, INC., RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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