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HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING PLAN 401k Plan overview

Plan NameHALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING PLAN
Plan identification number 001

HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING 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

HALL CONTRACTING OF KENTUCKY, INC. has sponsored the creation of one or more 401k plans.

Company Name:HALL CONTRACTING OF KENTUCKY, INC.
Employer identification number (EIN):611358884
NAIC Classification:237100

Additional information about HALL CONTRACTING OF KENTUCKY, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2000-12-15
Company Identification Number: 0013600506
Legal Registered Office Address: 3800 CRITTENDEN DR

LOUISVILLE
United States of America (USA)
40209

More information about HALL CONTRACTING OF KENTUCKY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING 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
0012017-01-01CHRIS ALLEN
0012016-01-01CHRIS ALLEN
0012015-01-01CHRIS ALLEN
0012014-01-01CHRIS ALLEN
0012013-01-01CHRIS ALLEN
0012012-01-01CHRIS ALLEN
0012011-01-01CHRIS ALLEN
0012009-01-01CHRIS ALLEN

Plan Statistics for HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING PLAN

401k plan membership statisitcs for HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING PLAN

Measure Date Value
2022: HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01466
Total number of active participants reported on line 7a of the Form 55002022-01-01192
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-01183
Total of all active and inactive participants2022-01-01383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01385
Number of participants with account balances2022-01-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0115
2021: HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01493
Total number of active participants reported on line 7a of the Form 55002021-01-01248
Number of retired or separated participants receiving benefits2021-01-0112
Number of other retired or separated participants entitled to future benefits2021-01-01188
Total of all active and inactive participants2021-01-01448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01450
Number of participants with account balances2021-01-01374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0149
2020: HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01511
Total number of active participants reported on line 7a of the Form 55002020-01-01265
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-01208
Total of all active and inactive participants2020-01-01480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01484
Number of participants with account balances2020-01-01425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0112
2019: HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01464
Total number of active participants reported on line 7a of the Form 55002019-01-01268
Number of retired or separated participants receiving benefits2019-01-0113
Number of other retired or separated participants entitled to future benefits2019-01-01204
Total of all active and inactive participants2019-01-01485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01487
Number of participants with account balances2019-01-01423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0115
2018: HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01396
Total number of active participants reported on line 7a of the Form 55002018-01-01269
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-01175
Total of all active and inactive participants2018-01-01450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01451
Number of participants with account balances2018-01-01372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01404
Total number of active participants reported on line 7a of the Form 55002017-01-01222
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01170
Total of all active and inactive participants2017-01-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01393
Number of participants with account balances2017-01-01341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01498
Total number of active participants reported on line 7a of the Form 55002016-01-01256
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01132
Total of all active and inactive participants2016-01-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01389
Number of participants with account balances2016-01-01335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0149
2015: HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01353
Total number of active participants reported on line 7a of the Form 55002015-01-01313
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01152
Total of all active and inactive participants2015-01-01465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01467
Number of participants with account balances2015-01-01422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0129
2014: HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01280
Total number of active participants reported on line 7a of the Form 55002014-01-01233
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0189
Total of all active and inactive participants2014-01-01322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01322
Number of participants with account balances2014-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0128
2013: HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01306
Total number of active participants reported on line 7a of the Form 55002013-01-01194
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0180
Total of all active and inactive participants2013-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01274
Number of participants with account balances2013-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0126
2012: HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01332
Total number of active participants reported on line 7a of the Form 55002012-01-01216
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0190
Total of all active and inactive participants2012-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01306
Number of participants with account balances2012-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0155
2011: HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01263
Total number of active participants reported on line 7a of the Form 55002011-01-01262
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0170
Total of all active and inactive participants2011-01-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01332
Number of participants with account balances2011-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0149
2009: HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01244
Total number of active participants reported on line 7a of the Form 55002009-01-01215
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0149
Total of all active and inactive participants2009-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01264
Number of participants with account balances2009-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING PLAN

Measure Date Value
2022 : HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-2,059,256
Total of all expenses incurred2022-12-31$6,975,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,794,673
Expenses. Certain deemed distributions of participant loans2022-12-31$62,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,609,512
Value of total assets at end of year2022-12-31$22,333,714
Value of total assets at beginning of year2022-12-31$31,368,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$118,555
Total interest from all sources2022-12-31$40,313
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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$779,255
Participant contributions at end of year2022-12-31$217,677
Participant contributions at beginning of year2022-12-31$266,162
Participant contributions at end of year2022-12-31$7,060
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$451,952
Other income not declared elsewhere2022-12-31$67
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,034,794
Value of net assets at end of year (total assets less liabilities)2022-12-31$22,333,714
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$31,368,508
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$11,218
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$19,604,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$27,613,503
Interest on participant loans2022-12-31$12,584
Interest earned on other investments2022-12-31$27,729
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,427,297
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,353,084
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,709,148
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$1,378,305
Employer contributions (assets) at end of year2022-12-31$77,572
Employer contributions (assets) at beginning of year2022-12-31$135,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,794,673
Contract administrator fees2022-12-31$107,337
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 name2022-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2022-12-31611064249
2021 : HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$6,841,910
Total of all expenses incurred2021-12-31$5,722,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,566,215
Expenses. Certain deemed distributions of participant loans2021-12-31$33,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,992,776
Value of total assets at end of year2021-12-31$31,368,508
Value of total assets at beginning of year2021-12-31$30,248,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$122,484
Total interest from all sources2021-12-31$52,413
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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$994,642
Participant contributions at end of year2021-12-31$266,162
Participant contributions at beginning of year2021-12-31$310,416
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$264,359
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$1,119,710
Value of net assets at end of year (total assets less liabilities)2021-12-31$31,368,508
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$30,248,798
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$13,906
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$27,613,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$26,016,981
Interest on participant loans2021-12-31$16,109
Interest earned on other investments2021-12-31$36,304
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,353,084
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,708,517
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,796,721
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$1,733,775
Employer contributions (assets) at end of year2021-12-31$135,759
Employer contributions (assets) at beginning of year2021-12-31$212,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,566,215
Contract administrator fees2021-12-31$108,578
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 name2021-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2021-12-31611064249
2020 : HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$7,355,177
Total of all expenses incurred2020-12-31$1,987,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,871,892
Expenses. Certain deemed distributions of participant loans2020-12-31$10,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,468,005
Value of total assets at end of year2020-12-31$30,248,798
Value of total assets at beginning of year2020-12-31$24,881,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$104,990
Total interest from all sources2020-12-31$57,885
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$949,481
Participant contributions at end of year2020-12-31$310,416
Participant contributions at beginning of year2020-12-31$379,467
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$119,581
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$133
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$5,367,545
Value of net assets at end of year (total assets less liabilities)2020-12-31$30,248,798
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$24,881,253
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$10,939
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$26,016,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$20,789,009
Interest on participant loans2020-12-31$19,794
Interest earned on other investments2020-12-31$38,091
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,708,517
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,591,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,829,287
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,398,943
Employer contributions (assets) at end of year2020-12-31$212,884
Employer contributions (assets) at beginning of year2020-12-31$121,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,871,892
Contract administrator fees2020-12-31$94,051
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2020-12-31611064249
2019 : HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$7,120,399
Total of all expenses incurred2019-12-31$5,435,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,260,259
Expenses. Certain deemed distributions of participant loans2019-12-31$52,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,862,013
Value of total assets at end of year2019-12-31$24,881,253
Value of total assets at beginning of year2019-12-31$23,196,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$122,238
Total interest from all sources2019-12-31$62,773
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
Value of fidelity bond cover2019-12-31$1,500,000
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$804,348
Participant contributions at end of year2019-12-31$379,467
Participant contributions at beginning of year2019-12-31$303,071
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$108,644
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$133
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$1,685,103
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,881,253
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,196,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$9,665
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$20,789,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,243,153
Interest on participant loans2019-12-31$18,097
Interest earned on other investments2019-12-31$44,676
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,591,558
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,587,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,195,613
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,949,021
Employer contributions (assets) at end of year2019-12-31$121,086
Employer contributions (assets) at beginning of year2019-12-31$62,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,260,259
Contract administrator fees2019-12-31$112,573
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 name2019-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2019-12-31611064249
2018 : HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,179,798
Total of all expenses incurred2018-12-31$3,354,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,243,317
Expenses. Certain deemed distributions of participant loans2018-12-31$6,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,311,377
Value of total assets at end of year2018-12-31$23,196,150
Value of total assets at beginning of year2018-12-31$25,371,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$105,389
Total interest from all sources2018-12-31$58,154
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$500,000
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$850,767
Participant contributions at end of year2018-12-31$303,071
Participant contributions at beginning of year2018-12-31$375,862
Participant contributions at beginning of year2018-12-31$6
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$226,157
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,175,026
Value of net assets at end of year (total assets less liabilities)2018-12-31$23,196,150
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$25,371,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$8,289
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$19,243,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$21,725,529
Interest on participant loans2018-12-31$15,982
Interest earned on other investments2018-12-31$42,172
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,587,866
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,186,795
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,189,733
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$1,234,453
Employer contributions (assets) at end of year2018-12-31$62,060
Employer contributions (assets) at beginning of year2018-12-31$82,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,243,317
Contract administrator fees2018-12-31$97,100
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 name2018-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2018-12-31611064249
2017 : HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$6,793,136
Total of all expenses incurred2017-12-31$4,656,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,478,662
Expenses. Certain deemed distributions of participant loans2017-12-31$78,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,399,565
Value of total assets at end of year2017-12-31$25,371,176
Value of total assets at beginning of year2017-12-31$23,234,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$99,525
Total interest from all sources2017-12-31$65,386
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$500,000
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$889,542
Participant contributions at end of year2017-12-31$375,862
Participant contributions at beginning of year2017-12-31$360,756
Participant contributions at end of year2017-12-31$6
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$748,577
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$30
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$2,136,778
Value of net assets at end of year (total assets less liabilities)2017-12-31$25,371,176
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$23,234,398
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$21,725,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$19,294,551
Interest on participant loans2017-12-31$14,248
Interest earned on other investments2017-12-31$51,138
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,186,795
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,451,005
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,328,185
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$1,761,446
Employer contributions (assets) at end of year2017-12-31$82,984
Employer contributions (assets) at beginning of year2017-12-31$128,056
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,478,662
Contract administrator fees2017-12-31$99,525
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 name2017-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2017-12-31611064249
2016 : HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$5,301,952
Total of all expenses incurred2016-12-31$4,624,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,508,672
Expenses. Certain deemed distributions of participant loans2016-12-31$64,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,548,142
Value of total assets at end of year2016-12-31$23,234,398
Value of total assets at beginning of year2016-12-31$22,556,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$50,982
Total interest from all sources2016-12-31$75,205
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$843,936
Participant contributions at end of year2016-12-31$360,756
Participant contributions at beginning of year2016-12-31$391,624
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$61,363
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$30
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$677,693
Value of net assets at end of year (total assets less liabilities)2016-12-31$23,234,398
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$22,556,705
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$19,294,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$18,572,778
Interest on participant loans2016-12-31$15,688
Interest earned on other investments2016-12-31$59,517
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,451,005
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,219,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,678,605
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$2,642,843
Employer contributions (assets) at end of year2016-12-31$128,056
Employer contributions (assets) at beginning of year2016-12-31$372,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,508,672
Contract administrator fees2016-12-31$50,982
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 name2016-12-31DEMING MALONE LIVESAY & OSTROFF
Accountancy firm EIN2016-12-31611064249
2015 : HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$4,547,609
Total of all expenses incurred2015-12-31$3,034,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,013,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,692,200
Value of total assets at end of year2015-12-31$22,556,705
Value of total assets at beginning of year2015-12-31$21,043,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$20,681
Total interest from all sources2015-12-31$65,826
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$818,486
Participant contributions at end of year2015-12-31$391,624
Participant contributions at beginning of year2015-12-31$361,270
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$193,710
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$1,513,594
Value of net assets at end of year (total assets less liabilities)2015-12-31$22,556,705
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$21,043,111
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$18,572,778
Value of interest in pooled separate accounts at beginning of year2015-12-31$17,291,360
Interest on participant loans2015-12-31$15,567
Interest earned on other investments2015-12-31$50,259
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,219,799
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,152,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-210,417
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$3,680,004
Employer contributions (assets) at end of year2015-12-31$372,504
Employer contributions (assets) at beginning of year2015-12-31$238,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,013,334
Contract administrator fees2015-12-31$20,681
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 name2015-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2015-12-31611064249
2014 : HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$3,895,388
Total of all expenses incurred2014-12-31$1,940,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,835,047
Expenses. Certain deemed distributions of participant loans2014-12-31$88,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,729,729
Value of total assets at end of year2014-12-31$21,043,111
Value of total assets at beginning of year2014-12-31$19,088,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$17,828
Total interest from all sources2014-12-31$65,535
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$739,861
Participant contributions at end of year2014-12-31$361,270
Participant contributions at beginning of year2014-12-31$313,910
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$47,307
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$1,954,500
Value of net assets at end of year (total assets less liabilities)2014-12-31$21,043,111
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,088,611
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 pooled separate accounts at end of year2014-12-31$17,291,360
Value of interest in pooled separate accounts at beginning of year2014-12-31$15,524,764
Interest on participant loans2014-12-31$13,474
Interest earned on other investments2014-12-31$52,060
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,152,273
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,226,425
Net investment gain/loss from pooled separate accounts2014-12-31$1,100,124
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$1,942,561
Employer contributions (assets) at end of year2014-12-31$238,208
Employer contributions (assets) at beginning of year2014-12-31$23,512
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,835,047
Contract administrator fees2014-12-31$17,828
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 name2014-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2014-12-31611064249
2013 : HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$5,325,249
Total of all expenses incurred2013-12-31$3,263,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,148,659
Expenses. Certain deemed distributions of participant loans2013-12-31$55,596
Value of total corrective distributions2013-12-31$43,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,737,726
Value of total assets at end of year2013-12-31$19,088,611
Value of total assets at beginning of year2013-12-31$17,026,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$15,488
Total interest from all sources2013-12-31$78,013
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$727,720
Participant contributions at end of year2013-12-31$313,910
Participant contributions at beginning of year2013-12-31$341,933
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,065,322
Other income not declared elsewhere2013-12-31$778
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$2,062,108
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,088,611
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,026,503
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 pooled separate accounts at end of year2013-12-31$15,524,764
Value of interest in pooled separate accounts at beginning of year2013-12-31$12,505,779
Interest on participant loans2013-12-31$13,465
Interest earned on other investments2013-12-31$64,547
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,226,425
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,113,173
Net investment gain/loss from pooled separate accounts2013-12-31$2,508,732
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$944,684
Employer contributions (assets) at end of year2013-12-31$23,512
Employer contributions (assets) at beginning of year2013-12-31$65,618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,148,659
Contract administrator fees2013-12-31$15,488
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 name2013-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2013-12-31611064249
2012 : HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$4,664,769
Total of all expenses incurred2012-12-31$2,055,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,986,389
Expenses. Certain deemed distributions of participant loans2012-12-31$16,089
Value of total corrective distributions2012-12-31$36,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,922,029
Value of total assets at end of year2012-12-31$17,026,503
Value of total assets at beginning of year2012-12-31$14,416,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$16,083
Total interest from all sources2012-12-31$85,650
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$690,976
Participant contributions at end of year2012-12-31$341,933
Participant contributions at beginning of year2012-12-31$343,482
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$596
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$216,498
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$2,609,538
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,026,503
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,416,965
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 pooled separate accounts at end of year2012-12-31$12,505,779
Value of interest in pooled separate accounts at beginning of year2012-12-31$11,166,012
Interest on participant loans2012-12-31$70,310
Income. Interest from loans (other than to participants)2012-12-31$15,340
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,113,173
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,771,571
Net investment gain/loss from pooled separate accounts2012-12-31$1,657,090
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$2,014,555
Employer contributions (assets) at end of year2012-12-31$65,618
Employer contributions (assets) at beginning of year2012-12-31$135,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,986,389
Contract administrator fees2012-12-31$16,083
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 name2012-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2012-12-31611064249
2011 : HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$2,343,009
Total of all expenses incurred2011-12-31$1,226,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,157,461
Expenses. Certain deemed distributions of participant loans2011-12-31$58,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,467,769
Value of total assets at end of year2011-12-31$14,416,965
Value of total assets at beginning of year2011-12-31$13,300,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,152
Total interest from all sources2011-12-31$86,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$632,452
Participant contributions at end of year2011-12-31$343,482
Participant contributions at beginning of year2011-12-31$383,660
Participant contributions at end of year2011-12-31$596
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,116,601
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,416,965
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,300,364
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 pooled separate accounts at end of year2011-12-31$11,166,012
Value of interest in pooled separate accounts at beginning of year2011-12-31$10,526,434
Interest on participant loans2011-12-31$18,346
Interest earned on other investments2011-12-31$68,499
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,771,571
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,330,466
Net investment gain/loss from pooled separate accounts2011-12-31$-211,605
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$1,835,317
Employer contributions (assets) at end of year2011-12-31$135,304
Employer contributions (assets) at beginning of year2011-12-31$59,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,157,461
Contract administrator fees2011-12-31$10,152
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 name2011-12-31DEMING, MALONE, LIVESAY &OSTROFF
Accountancy firm EIN2011-12-31611064249
2010 : HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$3,323,422
Total of all expenses incurred2010-12-31$1,532,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,498,423
Expenses. Certain deemed distributions of participant loans2010-12-31$10,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,939,718
Value of total assets at end of year2010-12-31$13,300,364
Value of total assets at beginning of year2010-12-31$11,509,343
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$23,352
Total interest from all sources2010-12-31$30,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$617,011
Participant contributions at end of year2010-12-31$383,660
Participant contributions at beginning of year2010-12-31$281,722
Participant contributions at beginning of year2010-12-31$1,096
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,187
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$1,791,021
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,300,364
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,509,343
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 pooled separate accounts at end of year2010-12-31$10,526,434
Value of interest in pooled separate accounts at beginning of year2010-12-31$8,423,949
Interest on participant loans2010-12-31$18,389
Interest earned on other investments2010-12-31$12,552
Value of interest in common/collective trusts at beginning of year2010-12-31$2,683,996
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,330,466
Net investment gain/loss from pooled separate accounts2010-12-31$1,352,763
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$1,321,520
Employer contributions (assets) at end of year2010-12-31$59,804
Employer contributions (assets) at beginning of year2010-12-31$118,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,498,423
Contract administrator fees2010-12-31$23,352
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 name2010-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2010-12-31611064249
2009 : HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING 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
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING PLAN

2022: HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HALL CONTRACTING OF KENTUCKY, INC. DAVIS BACON/PREVAILING WAGE, 401K RETIREMENT AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876143
Policy instance 1
Insurance contract or identification number876143
Number of Individuals Covered343
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $37,643
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 $37,643
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876143
Policy instance 1
Insurance contract or identification number876143
Number of Individuals Covered374
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $45,061
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 $45,061
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876143
Policy instance 1
Insurance contract or identification number876143
Number of Individuals Covered425
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $36,973
Total amount of fees paid to insurance companyUSD $12,015
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 $36,973
Insurance broker organization code?3
Amount paid for insurance broker fees12015
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876143
Policy instance 1
Insurance contract or identification number876143
Number of Individuals Covered423
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $34,910
Total amount of fees paid to insurance companyUSD $11,644
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 $34,910
Insurance broker organization code?3
Amount paid for insurance broker fees11644
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876143
Policy instance 1
Insurance contract or identification number876143
Number of Individuals Covered341
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $35,770
Total amount of fees paid to insurance companyUSD $11,682
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876143
Policy instance 1
Insurance contract or identification number876143
Number of Individuals Covered422
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $31,173
Total amount of fees paid to insurance companyUSD $10,266
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,173
Insurance broker organization code?3
Amount paid for insurance broker fees10266
Additional information about fees paid to insurance brokerTPA SERVICES
Insurance broker nameRETIREMENT MANAGEMENT SERVICES
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876143
Policy instance 1
Insurance contract or identification number876143
Number of Individuals Covered289
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $28,935
Total amount of fees paid to insurance companyUSD $9,553
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 $28,935
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerTPA SERVICES
Insurance broker nameRETIREMENT MANAGEMENT SERVICES
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876143
Policy instance 1
Insurance contract or identification number876143
Number of Individuals Covered235
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $26,602
Total amount of fees paid to insurance companyUSD $8,640
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 $26,602
Insurance broker organization code?3
Amount paid for insurance broker fees8640
Additional information about fees paid to insurance brokerTPA SERVICES
Insurance broker nameRETIREMENT MANAGEMENT SERVICES
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876143
Policy instance 1
Insurance contract or identification number876143
Number of Individuals Covered254
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $23,407
Total amount of fees paid to insurance companyUSD $9,516
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 $23,407
Insurance broker organization code?3
Amount paid for insurance broker fees9516
Additional information about fees paid to insurance brokerTPA SERVICES
Insurance broker nameRETIREMENT MANAGEMENT SERVICES
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876143
Policy instance 1
Insurance contract or identification number876143
Number of Individuals Covered273
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $11,318
Total amount of fees paid to insurance companyUSD $47,513
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876143
Policy instance 2
Insurance contract or identification number876143
Number of Individuals Covered237
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $64,048
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-44278
Policy instance 1
Insurance contract or identification number4-44278
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-11-12
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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