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EDWARDS MOVING & RIGGING, INC. 401(K) PLAN 401k Plan overview

Plan NameEDWARDS MOVING & RIGGING, INC. 401(K) PLAN
Plan identification number 001

EDWARDS MOVING & RIGGING, 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EDWARDS MOVING & RIGGING, INC. has sponsored the creation of one or more 401k plans.

Company Name:EDWARDS MOVING & RIGGING, INC.
Employer identification number (EIN):611245293
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDWARDS MOVING & RIGGING, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DOUG VOET2023-10-16
0012021-01-01DOUG VOET2022-10-17
0012020-01-01DOUGLAS J. VOET2021-10-12
0012019-01-01DOUGLAS VOET2020-10-15
0012018-01-01
0012017-01-01JOHN VAUGHAN
0012016-01-01JOHN VAUGHAN2017-06-09
0012015-01-01JOHN VAUGHAN2016-08-01
0012014-01-01JOHN VAUGHAN2015-10-08
0012013-01-01JOHN VAUGHAN2014-10-13
0012012-01-01MARK EDWARDS2013-10-15

Plan Statistics for EDWARDS MOVING & RIGGING, INC. 401(K) PLAN

401k plan membership statisitcs for EDWARDS MOVING & RIGGING, INC. 401(K) PLAN

Measure Date Value
2022: EDWARDS MOVING & RIGGING, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01143
Total number of active participants reported on line 7a of the Form 55002022-01-01105
Number of other retired or separated participants entitled to future benefits2022-01-0137
Total of all active and inactive participants2022-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01142
Number of participants with account balances2022-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: EDWARDS MOVING & RIGGING, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01172
Total number of active participants reported on line 7a of the Form 55002021-01-01106
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0114
Total of all active and inactive participants2021-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01120
Number of participants with account balances2021-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01101
2020: EDWARDS MOVING & RIGGING, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01130
Total number of active participants reported on line 7a of the Form 55002020-01-01107
Number of retired or separated participants receiving benefits2020-01-0116
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01123
Number of participants with account balances2020-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: EDWARDS MOVING & RIGGING, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01142
Total number of active participants reported on line 7a of the Form 55002019-01-01107
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0127
Total of all active and inactive participants2019-01-01134
Total participants2019-01-01134
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: EDWARDS MOVING & RIGGING, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01134
Total number of active participants reported on line 7a of the Form 55002018-01-0199
Number of retired or separated participants receiving benefits2018-01-0128
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01127
Number of participants with account balances2018-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: EDWARDS MOVING & RIGGING, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01141
Total number of active participants reported on line 7a of the Form 55002017-01-01132
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0111
Total of all active and inactive participants2017-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01143
Number of participants with account balances2017-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on EDWARDS MOVING & RIGGING, INC. 401(K) PLAN

Measure Date Value
2022 : EDWARDS MOVING & RIGGING, INC. 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-517,824
Total of all expenses incurred2022-12-31$773,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$717,576
Value of total corrective distributions2022-12-31$12,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$752,811
Value of total assets at end of year2022-12-31$7,657,577
Value of total assets at beginning of year2022-12-31$8,948,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$42,846
Total interest from all sources2022-12-31$7,495
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$207,918
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$207,918
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$595,628
Participant contributions at end of year2022-12-31$218,066
Participant contributions at beginning of year2022-12-31$178,155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,290,833
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,657,577
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,948,410
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$42,846
Value of interest in pooled separate accounts at end of year2022-12-31$6,759,965
Value of interest in pooled separate accounts at beginning of year2022-12-31$8,065,236
Income. Interest from loans (other than to participants)2022-12-31$7,495
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$679,546
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$705,019
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,486,048
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$157,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$717,576
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 name2022-12-31MATHER & COMPANY CPAS LLC
Accountancy firm EIN2022-12-31611210177
2021 : EDWARDS MOVING & RIGGING, INC. 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,737,145
Total of all expenses incurred2021-12-31$121,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$83,068
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$831,545
Value of total assets at end of year2021-12-31$8,948,410
Value of total assets at beginning of year2021-12-31$7,333,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$38,811
Total interest from all sources2021-12-31$8,535
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$100,587
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$100,587
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 period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$605,715
Participant contributions at end of year2021-12-31$178,155
Participant contributions at beginning of year2021-12-31$172,505
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$58,469
Administrative expenses (other) incurred2021-12-31$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$1,615,266
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,948,410
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,333,144
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$38,811
Value of interest in pooled separate accounts at end of year2021-12-31$8,065,236
Value of interest in pooled separate accounts at beginning of year2021-12-31$6,543,296
Interest on participant loans2021-12-31$8,535
Income. Interest from US Government securities2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$705,019
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$617,343
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$796,478
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$167,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$83,068
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MATHER & COMPANY CPAS LLC
Accountancy firm EIN2021-12-31611210177
2020 : EDWARDS MOVING & RIGGING, INC. 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$9,125
Total unrealized appreciation/depreciation of assets2020-12-31$9,125
Total income from all sources (including contributions)2020-12-31$1,479,271
Total of all expenses incurred2020-12-31$465,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$462,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$732,189
Value of total assets at end of year2020-12-31$7,333,144
Value of total assets at beginning of year2020-12-31$6,319,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,561
Total interest from all sources2020-12-31$8,801
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$568,981
Participant contributions at end of year2020-12-31$172,505
Participant contributions at beginning of year2020-12-31$133,616
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$1,013,388
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,333,144
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,319,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$1,875
Value of interest in pooled separate accounts at end of year2020-12-31$6,543,296
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,039,396
Interest on participant loans2020-12-31$8,801
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$617,343
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$146,744
Net investment gain/loss from pooled separate accounts2020-12-31$729,156
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$163,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$462,322
Contract administrator fees2020-12-31$1,686
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 name2020-12-31MATHER & COMPANY CPAS LLC
Accountancy firm EIN2020-12-31611210177
2019 : EDWARDS MOVING & RIGGING, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,687,853
Total income from all sources (including contributions)2019-12-31$1,687,853
Total of all expenses incurred2019-12-31$261,850
Total of all expenses incurred2019-12-31$261,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$255,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$255,102
Value of total corrective distributions2019-12-31$1,562
Value of total corrective distributions2019-12-31$1,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$713,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$713,797
Value of total assets at end of year2019-12-31$6,319,756
Value of total assets at end of year2019-12-31$6,319,756
Value of total assets at beginning of year2019-12-31$4,893,753
Value of total assets at beginning of year2019-12-31$4,893,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,186
Total interest from all sources2019-12-31$7,441
Total interest from all sources2019-12-31$7,441
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$489,375
Value of fidelity bond cover2019-12-31$489,375
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$533,254
Contributions received from participants2019-12-31$533,254
Participant contributions at end of year2019-12-31$133,616
Participant contributions at end of year2019-12-31$133,616
Participant contributions at beginning of year2019-12-31$116,272
Participant contributions at beginning of year2019-12-31$116,272
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$21,003
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$21,003
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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$1,426,003
Value of net income/loss2019-12-31$1,426,003
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,319,756
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,319,756
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,893,753
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,893,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$2,638
Investment advisory and management fees2019-12-31$2,638
Value of interest in pooled separate accounts at end of year2019-12-31$6,039,396
Value of interest in pooled separate accounts at end of year2019-12-31$6,039,396
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,685,628
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,685,628
Interest on participant loans2019-12-31$7,441
Interest on participant loans2019-12-31$7,441
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$146,744
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$146,744
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$91,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$91,853
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$966,615
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$966,615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$159,540
Contributions received in cash from employer2019-12-31$159,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$255,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$255,102
Contract administrator fees2019-12-31$2,548
Contract administrator fees2019-12-31$2,548
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MATHER & COMPANY CPAS LLC
Accountancy firm name2019-12-31MATHER & COMPANY CPAS LLC
Accountancy firm EIN2019-12-31611210177
Accountancy firm EIN2019-12-31611210177
2018 : EDWARDS MOVING & RIGGING, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total income from all sources (including contributions)2018-12-31$580,899
Total of all expenses incurred2018-12-31$286,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$282,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,035,711
Value of total assets at end of year2018-12-31$4,893,753
Value of total assets at beginning of year2018-12-31$4,599,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,247
Total interest from all sources2018-12-31$5,086
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$451,378
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$575,145
Participant contributions at end of year2018-12-31$116,272
Participant contributions at beginning of year2018-12-31$85,268
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$214,533
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$294,703
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,893,753
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,599,050
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 pooled separate accounts at end of year2018-12-31$4,685,628
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,465,185
Interest on participant loans2018-12-31$5,086
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$91,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$48,597
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-459,898
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
Assets. Invements in employer securities at end of year2018-12-31$0
Contributions received in cash from employer2018-12-31$246,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$282,949
Contract administrator fees2018-12-31$3,247
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 name2018-12-31MATHER & COMPANY CPAS LLC
Accountancy firm EIN2018-12-31611210177
2017 : EDWARDS MOVING & RIGGING, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,434,411
Total loss/gain on sale of assets2017-12-31$593
Total of all expenses incurred2017-12-31$290,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$286,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$801,571
Value of total assets at end of year2017-12-31$4,599,050
Value of total assets at beginning of year2017-12-31$3,455,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,358
Total interest from all sources2017-12-31$2,782
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$345,000
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$538,738
Participant contributions at end of year2017-12-31$85,268
Participant contributions at beginning of year2017-12-31$47,347
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,265
Administrative expenses (other) incurred2017-12-31$4,358
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash 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$1,143,965
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,599,050
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,455,085
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 pooled separate accounts at end of year2017-12-31$4,465,185
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,369,342
Interest on participant loans2017-12-31$2,782
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$48,597
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$38,396
Net investment gain/loss from pooled separate accounts2017-12-31$629,465
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$261,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$286,088
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
Aggregate proceeds on sale of assets2017-12-31$593
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 name2017-12-31MATHER & COMPANY CPAS LLC
Accountancy firm EIN2017-12-31611210177

Form 5500 Responses for EDWARDS MOVING & RIGGING, INC. 401(K) PLAN

2022: EDWARDS MOVING & RIGGING, 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EDWARDS MOVING & RIGGING, 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EDWARDS MOVING & RIGGING, 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EDWARDS MOVING & RIGGING, 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EDWARDS MOVING & RIGGING, 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EDWARDS MOVING & RIGGING, 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517756-000
Policy instance 1
Insurance contract or identification number517756-000
Number of Individuals Covered120
Insurance policy start date2022-02-09
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,397
Total amount of fees paid to insurance companyUSD $4,128
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $2,397
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Amount paid for insurance broker fees4128
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-838474
Policy instance 1
Insurance contract or identification numberGA-838474
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $9,588
Total amount of fees paid to insurance companyUSD $1,199
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,588
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?7
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517756-000
Policy instance 2
Insurance contract or identification number517756-000
Number of Individuals Covered120
Insurance policy start date2021-02-09
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,234
Total amount of fees paid to insurance companyUSD $19,874
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $2,234
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Amount paid for insurance broker fees19874
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-838474
Policy instance 1
Insurance contract or identification numberGA-838474
Number of Individuals Covered116
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $23,991
Total amount of fees paid to insurance companyUSD $2,993
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,991
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?7
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-838474
Policy instance 1
Insurance contract or identification numberGA-838474
Number of Individuals Covered124
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-838474
Policy instance 1
Insurance contract or identification numberGA-838474
Number of Individuals Covered124
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $20,166
Total amount of fees paid to insurance companyUSD $1,890
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $15,117
Insurance broker organization code?4
Amount paid for insurance broker fees1890
Additional information about fees paid to insurance brokerADMINISTRATIVE
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-838474
Policy instance 1
Insurance contract or identification numberGA-838474
Number of Individuals Covered116
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $16,112
Total amount of fees paid to insurance companyUSD $2,014
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,112
Insurance broker organization code?4
Amount paid for insurance broker fees2014
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker nameMOUNTJOY CHILTON MEDLEY LLP

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