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CONE & GRAHAM, INC 401(K) PLAN 401k Plan overview

Plan NameCONE & GRAHAM, INC 401(K) PLAN
Plan identification number 001

CONE & GRAHAM, INC 401(K) PLAN 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.
  • 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

CONE & GRAHAM, INC. has sponsored the creation of one or more 401k plans.

Company Name:CONE & GRAHAM, INC.
Employer identification number (EIN):591925201
NAIC Classification:237310
NAIC Description:Highway, Street, and Bridge Construction

Additional information about CONE & GRAHAM, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1979-07-18
Company Identification Number: 629937
Legal Registered Office Address: 5101 CONE ROAD

TAMPA

33610

More information about CONE & GRAHAM, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONE & GRAHAM, INC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DAVID TOZLOSKY
0012016-01-01DAVID TOZLOSKY
0012015-01-01DAVID TOZLOSKY
0012014-01-01DAVID TOZLOSKY
0012013-01-01DAVID TOZLOSKY
0012012-01-01DAVID TOZLOSKY
0012011-01-01DAVID TOZLOSKY DAVID TOZLOSKY2012-10-01
0012009-01-01DAVID TOZLOSKY

Plan Statistics for CONE & GRAHAM, INC 401(K) PLAN

401k plan membership statisitcs for CONE & GRAHAM, INC 401(K) PLAN

Measure Date Value
2022: CONE & GRAHAM, INC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01217
Total number of active participants reported on line 7a of the Form 55002022-01-01173
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-019
Total of all active and inactive participants2022-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01182
Number of participants with account balances2022-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: CONE & GRAHAM, INC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01187
Total number of active participants reported on line 7a of the Form 55002021-01-01204
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-017
Total of all active and inactive participants2021-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01211
Number of participants with account balances2021-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: CONE & GRAHAM, INC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01124
Total number of active participants reported on line 7a of the Form 55002020-01-01149
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-016
Total of all active and inactive participants2020-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01155
Number of participants with account balances2020-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: CONE & GRAHAM, INC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01118
Total number of active participants reported on line 7a of the Form 55002019-01-01111
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-015
Total of all active and inactive participants2019-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01116
Number of participants with account balances2019-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: CONE & GRAHAM, INC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01181
Total number of active participants reported on line 7a of the Form 55002018-01-01110
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-014
Total of all active and inactive participants2018-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01114
Number of participants with account balances2018-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: CONE & GRAHAM, INC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01150
Total number of active participants reported on line 7a of the Form 55002017-01-01166
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-018
Total of all active and inactive participants2017-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01174
Number of participants with account balances2017-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: CONE & GRAHAM, INC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01146
Total number of active participants reported on line 7a of the Form 55002016-01-01135
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-018
Total of all active and inactive participants2016-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01143
Number of participants with account balances2016-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CONE & GRAHAM, INC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01111
Total number of active participants reported on line 7a of the Form 55002015-01-01130
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01142
Number of participants with account balances2015-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CONE & GRAHAM, INC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01117
Total number of active participants reported on line 7a of the Form 55002014-01-0182
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0114
Total of all active and inactive participants2014-01-0196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-0197
Number of participants with account balances2014-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CONE & GRAHAM, INC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01149
Total number of active participants reported on line 7a of the Form 55002013-01-0198
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0115
Total of all active and inactive participants2013-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01113
Number of participants with account balances2013-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CONE & GRAHAM, INC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01151
Total number of active participants reported on line 7a of the Form 55002012-01-01132
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0114
Total of all active and inactive participants2012-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01146
Number of participants with account balances2012-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CONE & GRAHAM, INC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01179
Total number of active participants reported on line 7a of the Form 55002011-01-01128
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0116
Total of all active and inactive participants2011-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01144
Number of participants with account balances2011-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2009: CONE & GRAHAM, INC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01184
Total number of active participants reported on line 7a of the Form 55002009-01-01181
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01191
Number of participants with account balances2009-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on CONE & GRAHAM, INC 401(K) PLAN

Measure Date Value
2022 : CONE & GRAHAM, INC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
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$0
Total income from all sources (including contributions)2022-12-31$-451,085
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$464,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$457,194
Value of total corrective distributions2022-12-31$3,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$550,771
Value of total assets at end of year2022-12-31$3,724,751
Value of total assets at beginning of year2022-12-31$4,640,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,675
Total interest from all sources2022-12-31$5,851
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$38,031
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$38,031
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$428,647
Participant contributions at end of year2022-12-31$142,551
Participant contributions at beginning of year2022-12-31$135,744
Participant contributions at end of year2022-12-31$6,874
Participant contributions at beginning of year2022-12-31$7,335
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$48,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-915,276
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,724,751
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,640,027
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,574,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,495,728
Interest on participant loans2022-12-31$5,851
Income. Interest from loans (other than to participants)2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,045,738
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$74,124
Employer contributions (assets) at end of year2022-12-31$1,271
Employer contributions (assets) at beginning of year2022-12-31$1,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$457,194
Contract administrator fees2022-12-31$3,675
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 name2022-12-31BRIMMER, BUREK & KEELAN LLP
Accountancy firm EIN2022-12-31592848736
2021 : CONE & GRAHAM, INC 401(K) 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$937,292
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$203,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$195,198
Value of total corrective distributions2021-12-31$6,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$456,911
Value of total assets at end of year2021-12-31$4,640,027
Value of total assets at beginning of year2021-12-31$3,906,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,160
Total interest from all sources2021-12-31$4,739
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$26,046
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$26,046
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
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$390,496
Participant contributions at end of year2021-12-31$135,744
Participant contributions at beginning of year2021-12-31$119,464
Participant contributions at end of year2021-12-31$7,335
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,068
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$733,466
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,640,027
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,906,561
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,495,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,787,097
Interest on participant loans2021-12-31$4,739
Income. Interest from loans (other than to participants)2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$449,596
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$65,347
Employer contributions (assets) at end of year2021-12-31$1,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$195,198
Contract administrator fees2021-12-31$2,160
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 name2021-12-31BRIMMER, BUREK & KEELAN LLP
Accountancy firm EIN2021-12-31592848736
2020 : CONE & GRAHAM, INC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,137,887
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$216,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$213,167
Value of total corrective distributions2020-12-31$638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$409,725
Value of total assets at end of year2020-12-31$3,906,561
Value of total assets at beginning of year2020-12-31$2,985,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,966
Total interest from all sources2020-12-31$6,531
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$26,608
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$26,608
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$333,107
Participant contributions at end of year2020-12-31$119,464
Participant contributions at beginning of year2020-12-31$124,650
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$25,232
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$921,116
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,906,561
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,985,445
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$3,787,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,860,795
Interest on participant loans2020-12-31$6,531
Income. Interest from loans (other than to participants)2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$695,023
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$51,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$213,167
Contract administrator fees2020-12-31$2,966
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 name2020-12-31BRIMMER, BUREK & KEELAN LLP
Accountancy firm EIN2020-12-31592848736
2019 : CONE & GRAHAM, INC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$799,064
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$165,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$158,290
Value of total corrective distributions2019-12-31$5,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$339,572
Value of total assets at end of year2019-12-31$2,985,445
Value of total assets at beginning of year2019-12-31$2,352,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,295
Total interest from all sources2019-12-31$8,092
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$31,995
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$31,995
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$290,108
Participant contributions at end of year2019-12-31$124,650
Participant contributions at beginning of year2019-12-31$129,968
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$633,168
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,985,445
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,352,277
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$2,860,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,222,309
Interest on participant loans2019-12-31$8,092
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$419,405
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$49,464
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$158,290
Contract administrator fees2019-12-31$2,295
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 name2019-12-31BRIMMER, BUREK & KEELAN LLP
Accountancy firm EIN2019-12-31592848736
2018 : CONE & GRAHAM, INC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$253,590
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$196,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$190,890
Value of total corrective distributions2018-12-31$3,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$307,957
Value of total assets at end of year2018-12-31$2,352,277
Value of total assets at beginning of year2018-12-31$2,295,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,310
Total interest from all sources2018-12-31$7,072
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$28,162
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$28,162
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$262,870
Participant contributions at end of year2018-12-31$129,968
Participant contributions at beginning of year2018-12-31$127,903
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$1,900
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$56,766
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,352,277
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,295,511
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$2,222,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,165,708
Interest on participant loans2018-12-31$7,072
Income. Interest from loans (other than to participants)2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-89,601
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$45,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$190,890
Contract administrator fees2018-12-31$2,310
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 name2018-12-31BRIMMER, BUREK & KEELAN LLP
Accountancy firm EIN2018-12-31592848736
2017 : CONE & GRAHAM, INC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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$537,271
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$191,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$188,539
Expenses. Certain deemed distributions of participant loans2017-12-31$965
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$297,413
Value of total assets at end of year2017-12-31$2,295,511
Value of total assets at beginning of year2017-12-31$1,949,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,100
Total interest from all sources2017-12-31$3,715
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$20,363
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$20,363
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$252,592
Participant contributions at end of year2017-12-31$127,903
Participant contributions at beginning of year2017-12-31$81,756
Participant contributions at end of year2017-12-31$1,900
Participant contributions at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$345,667
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,295,511
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,949,844
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$2,165,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,868,088
Interest on participant loans2017-12-31$3,715
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$215,780
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
Contributions received in cash from employer2017-12-31$44,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$188,539
Contract administrator fees2017-12-31$2,100
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 name2017-12-31BRIMMER, BUREK & KEELAN LLP
Accountancy firm EIN2017-12-31592848736
2016 : CONE & GRAHAM, INC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$333,750
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$79,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$78,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$270,256
Value of total assets at end of year2016-12-31$1,949,844
Value of total assets at beginning of year2016-12-31$1,695,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,620
Total interest from all sources2016-12-31$3,647
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$17,319
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$17,319
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$228,738
Participant contributions at end of year2016-12-31$81,756
Participant contributions at beginning of year2016-12-31$88,767
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$253,908
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,949,844
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,695,936
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,868,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,607,169
Interest on participant loans2016-12-31$3,647
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$42,528
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
Contributions received in cash from employer2016-12-31$41,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$78,222
Contract administrator fees2016-12-31$1,620
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 name2016-12-31BRIMMER, BUREK & KEELAN LLP
Accountancy firm EIN2016-12-31592848736
2015 : CONE & GRAHAM, INC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$215,324
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$65,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$64,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$218,056
Value of total assets at end of year2015-12-31$1,695,936
Value of total assets at beginning of year2015-12-31$1,546,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,080
Total interest from all sources2015-12-31$4,078
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$14,890
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$14,890
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
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$182,072
Participant contributions at end of year2015-12-31$88,767
Participant contributions at beginning of year2015-12-31$114,480
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$1,768
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$149,730
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,695,936
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,546,206
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,607,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,429,565
Interest on participant loans2015-12-31$4,078
Income. Interest from loans (other than to participants)2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-21,700
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
Contributions received in cash from employer2015-12-31$35,984
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$64,514
Contract administrator fees2015-12-31$1,080
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 name2015-12-31BRIMMER, BUREK & KEELAN LLP
Accountancy firm EIN2015-12-31592848736
2014 : CONE & GRAHAM, INC 401(K) 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$195,597
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$156,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$132,105
Expenses. Certain deemed distributions of participant loans2014-12-31$13,605
Value of total corrective distributions2014-12-31$8,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$136,410
Value of total assets at end of year2014-12-31$1,546,206
Value of total assets at beginning of year2014-12-31$1,507,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,610
Total interest from all sources2014-12-31$3,627
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$14,384
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$14,384
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
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$112,477
Participant contributions at end of year2014-12-31$114,480
Participant contributions at beginning of year2014-12-31$83,556
Participant contributions at end of year2014-12-31$1,768
Participant contributions at beginning of year2014-12-31$2,062
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$38,793
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,546,206
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,507,413
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$1,429,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,421,313
Interest on participant loans2014-12-31$3,627
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$41,176
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
Contributions received in cash from employer2014-12-31$23,933
Employer contributions (assets) at end of year2014-12-31$393
Employer contributions (assets) at beginning of year2014-12-31$482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$132,105
Contract administrator fees2014-12-31$2,610
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 name2014-12-31BRIMMER, BUREK & KEELAN LLP
Accountancy firm EIN2014-12-31592848736
2013 : CONE & GRAHAM, INC 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$318,791
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$205,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$156,518
Expenses. Certain deemed distributions of participant loans2013-12-31$46,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$151,860
Value of total assets at end of year2013-12-31$1,507,413
Value of total assets at beginning of year2013-12-31$1,394,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,400
Total interest from all sources2013-12-31$3,744
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$12,769
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$12,769
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$126,193
Participant contributions at end of year2013-12-31$83,556
Participant contributions at beginning of year2013-12-31$83,468
Participant contributions at end of year2013-12-31$2,062
Participant contributions at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$113,122
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,507,413
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,394,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,421,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,310,823
Interest on participant loans2013-12-31$3,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$150,418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$25,667
Employer contributions (assets) at end of year2013-12-31$482
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$156,518
Contract administrator fees2013-12-31$2,400
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BRIMMER, BUREK & KEELAN LLP
Accountancy firm EIN2013-12-31592848736
2012 : CONE & GRAHAM, INC 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$241,420
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$243,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$238,589
Expenses. Certain deemed distributions of participant loans2012-12-31$2,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$155,421
Value of total assets at end of year2012-12-31$1,394,291
Value of total assets at beginning of year2012-12-31$1,396,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,415
Total interest from all sources2012-12-31$3,167
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$16,308
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$16,308
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$132,703
Participant contributions at end of year2012-12-31$83,468
Participant contributions at beginning of year2012-12-31$76,459
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$2,689
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-2,236
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,394,291
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,396,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,310,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,316,871
Interest on participant loans2012-12-31$3,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$66,524
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$22,718
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$238,589
Contract administrator fees2012-12-31$2,415
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BRIMMER, BUREK & KEELAN LLP
Accountancy firm EIN2012-12-31592848736
2011 : CONE & GRAHAM, INC 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$192,701
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$293,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$290,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$188,117
Value of total assets at end of year2011-12-31$1,396,527
Value of total assets at beginning of year2011-12-31$1,497,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,940
Total interest from all sources2011-12-31$4,825
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$19,166
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$19,166
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$156,577
Participant contributions at end of year2011-12-31$76,459
Participant contributions at beginning of year2011-12-31$115,050
Participant contributions at end of year2011-12-31$2,689
Participant contributions at beginning of year2011-12-31$6,871
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-101,176
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,396,527
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,497,703
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,316,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,374,366
Interest on participant loans2011-12-31$4,825
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$11
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-19,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$31,540
Employer contributions (assets) at end of year2011-12-31$508
Employer contributions (assets) at beginning of year2011-12-31$1,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$290,937
Contract administrator fees2011-12-31$2,940
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BRIMMER, BUREK AND KEELAN LLP
Accountancy firm EIN2011-12-31592848736
2010 : CONE & GRAHAM, INC 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$320,487
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$109,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$104,405
Value of total corrective distributions2010-12-31$2,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$218,477
Value of total assets at end of year2010-12-31$1,497,703
Value of total assets at beginning of year2010-12-31$1,287,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,685
Total interest from all sources2010-12-31$6,088
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$18,502
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$18,502
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$152,276
Participant contributions at end of year2010-12-31$115,050
Participant contributions at beginning of year2010-12-31$112,709
Participant contributions at end of year2010-12-31$6,871
Participant contributions at beginning of year2010-12-31$12,716
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$34,237
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$210,573
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,497,703
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,287,130
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,374,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,159,164
Interest on participant loans2010-12-31$6,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$11
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$41
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$41
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$77,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$31,964
Employer contributions (assets) at end of year2010-12-31$1,405
Employer contributions (assets) at beginning of year2010-12-31$2,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$104,405
Contract administrator fees2010-12-31$2,685
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BRIMMER, BUREK AND KEELAN LLP
Accountancy firm EIN2010-12-31592848736
2009 : CONE & GRAHAM, INC 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CONE & GRAHAM, INC 401(K) PLAN

2022: CONE & GRAHAM, INC 401(K) 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: CONE & GRAHAM, INC 401(K) 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: CONE & GRAHAM, INC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CONE & GRAHAM, INC 401(K) 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: CONE & GRAHAM, INC 401(K) 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: CONE & GRAHAM, INC 401(K) 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: CONE & GRAHAM, INC 401(K) 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: CONE & GRAHAM, INC 401(K) 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: CONE & GRAHAM, INC 401(K) 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
2013: CONE & GRAHAM, INC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CONE & GRAHAM, INC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CONE & GRAHAM, INC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CONE & GRAHAM, INC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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