POWELL CONSTRUCTION COMPANY, INC. has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2017 : POWELL COMPANIES 401(K) PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-03-31 | $0 |
Total income from all sources (including contributions) | 2017-03-31 | $212,307 |
Total loss/gain on sale of assets | 2017-03-31 | $0 |
Total of all expenses incurred | 2017-03-31 | $8,691,245 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-03-31 | $8,677,607 |
Value of total corrective distributions | 2017-03-31 | $6,982 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-03-31 | $2,780 |
Value of total assets at end of year | 2017-03-31 | $0 |
Value of total assets at beginning of year | 2017-03-31 | $8,478,938 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-03-31 | $6,656 |
Total interest from all sources | 2017-03-31 | $22,688 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-03-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-03-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2017-03-31 | $0 |
Administrative expenses professional fees incurred | 2017-03-31 | $1,078 |
Was this plan covered by a fidelity bond | 2017-03-31 | Yes |
Value of fidelity bond cover | 2017-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-03-31 | No |
Contributions received from participants | 2017-03-31 | $2,277 |
Participant contributions at end of year | 2017-03-31 | $0 |
Participant contributions at beginning of year | 2017-03-31 | $208,758 |
Administrative expenses (other) incurred | 2017-03-31 | $5,578 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-03-31 | No |
Value of net income/loss | 2017-03-31 | $-8,478,938 |
Value of net assets at end of year (total assets less liabilities) | 2017-03-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-03-31 | $8,478,938 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-03-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-03-31 | $4,477,067 |
Interest on participant loans | 2017-03-31 | $1,830 |
Interest earned on other investments | 2017-03-31 | $20,858 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-03-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-03-31 | $3,793,113 |
Net investment gain/loss from pooled separate accounts | 2017-03-31 | $186,839 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-03-31 | No |
Contributions received in cash from employer | 2017-03-31 | $503 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-03-31 | $8,677,607 |
Did the plan have assets held for investment | 2017-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-03-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-03-31 | Disclaimer |
Accountancy firm name | 2017-03-31 | RODEFER, MOSS & CO. PLLC |
Accountancy firm EIN | 2017-03-31 | 621690032 |
2016 : POWELL COMPANIES 401(K) PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $924,830 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,704,994 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,663,650 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $40,061 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $311,539 |
Value of total assets at end of year | 2016-12-31 | $8,478,938 |
Value of total assets at beginning of year | 2016-12-31 | $9,259,102 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,283 |
Total interest from all sources | 2016-12-31 | $140,962 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $254,237 |
Participant contributions at end of year | 2016-12-31 | $208,758 |
Participant contributions at beginning of year | 2016-12-31 | $197,918 |
Other income not declared elsewhere | 2016-12-31 | $78,223 |
Administrative expenses (other) incurred | 2016-12-31 | $1,283 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-780,164 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $8,478,938 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $9,259,102 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $3,793,113 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $4,484,664 |
Interest on participant loans | 2016-12-31 | $8,029 |
Interest earned on other investments | 2016-12-31 | $132,933 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $4,477,067 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $4,576,520 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $394,106 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $57,302 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,663,650 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | RODEFER, MOSS & CO. PLLC |
Accountancy firm EIN | 2016-12-31 | 621690032 |
2015 : POWELL COMPANIES 401(K) PLAN 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $671,980 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $2,356,387 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,309,064 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $28,704 |
Value of total corrective distributions | 2015-12-31 | $8,768 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $655,908 |
Value of total assets at end of year | 2015-12-31 | $9,259,102 |
Value of total assets at beginning of year | 2015-12-31 | $10,943,509 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $9,851 |
Total interest from all sources | 2015-12-31 | $147,950 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $278,343 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $278,343 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $452,065 |
Participant contributions at end of year | 2015-12-31 | $197,918 |
Participant contributions at beginning of year | 2015-12-31 | $188,750 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $94,349 |
Other income not declared elsewhere | 2015-12-31 | $417 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-1,684,407 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $9,259,102 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $10,943,509 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $4,484,664 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $6,109,140 |
Interest on participant loans | 2015-12-31 | $6,383 |
Interest earned on other investments | 2015-12-31 | $141,567 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $4,576,520 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $4,645,619 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-410,638 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $109,494 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,309,064 |
Contract administrator fees | 2015-12-31 | $9,851 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | RODEFER, MOSS & CO. PLLC |
Accountancy firm EIN | 2015-12-31 | 621690032 |
2014 : POWELL COMPANIES 401(K) PLAN 2014 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $1,199,494 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,202,560 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,160,052 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $1,997 |
Value of total corrective distributions | 2014-12-31 | $29,181 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $649,193 |
Value of total assets at end of year | 2014-12-31 | $10,943,509 |
Value of total assets at beginning of year | 2014-12-31 | $10,946,575 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $11,330 |
Total interest from all sources | 2014-12-31 | $145,871 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $515,748 |
Participant contributions at end of year | 2014-12-31 | $188,750 |
Participant contributions at beginning of year | 2014-12-31 | $131,372 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $14,183 |
Other income not declared elsewhere | 2014-12-31 | $2,038 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-3,066 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $10,943,509 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $10,946,575 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $6,109,140 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $5,937,039 |
Interest on participant loans | 2014-12-31 | $5,123 |
Interest earned on other investments | 2014-12-31 | $140,748 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $4,645,619 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $4,878,164 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $402,392 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $119,262 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,160,052 |
Contract administrator fees | 2014-12-31 | $11,330 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | RODEFER, MOSS & CO. PLLC |
Accountancy firm EIN | 2014-12-31 | 621690032 |
2013 : POWELL COMPANIES 401(K) PLAN 2013 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $1,990,594 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,094,845 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,070,125 |
Value of total corrective distributions | 2013-12-31 | $19,748 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $699,657 |
Value of total assets at end of year | 2013-12-31 | $10,946,575 |
Value of total assets at beginning of year | 2013-12-31 | $10,050,826 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $4,972 |
Total interest from all sources | 2013-12-31 | $143,385 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $569,114 |
Participant contributions at end of year | 2013-12-31 | $131,372 |
Participant contributions at beginning of year | 2013-12-31 | $133,815 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $895,749 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $10,946,575 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $10,050,826 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $5,937,039 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $5,179,250 |
Interest on participant loans | 2013-12-31 | $5,296 |
Interest earned on other investments | 2013-12-31 | $138,089 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $4,878,164 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $4,737,761 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $1,147,552 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $130,543 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,070,125 |
Contract administrator fees | 2013-12-31 | $4,972 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | RODEFER, MOSS & CO. PLLC |
Accountancy firm EIN | 2013-12-31 | 621690032 |
2012 : POWELL COMPANIES 401(K) PLAN 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $2,326,146 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $4,324,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $4,285,327 |
Value of total corrective distributions | 2012-12-31 | $35,858 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,340,389 |
Value of total assets at end of year | 2012-12-31 | $10,050,826 |
Value of total assets at beginning of year | 2012-12-31 | $12,048,680 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,815 |
Total interest from all sources | 2012-12-31 | $185,625 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $864,909 |
Participant contributions at end of year | 2012-12-31 | $133,815 |
Participant contributions at beginning of year | 2012-12-31 | $310,937 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $303,181 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $-1,997,854 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $10,050,826 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $12,048,680 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $5,179,250 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $6,018,252 |
Interest on participant loans | 2012-12-31 | $10,126 |
Interest earned on other investments | 2012-12-31 | $175,499 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $4,737,761 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $5,719,491 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $800,132 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $172,299 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $4,285,327 |
Contract administrator fees | 2012-12-31 | $2,815 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | RODEFER, MOSS & CO., PLLC |
Accountancy firm EIN | 2012-12-31 | 621690032 |
2011 : POWELL COMPANIES 401(K) PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,019,235 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $773,294 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $752,889 |
Value of total corrective distributions | 2011-12-31 | $14,940 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,143,151 |
Value of total assets at end of year | 2011-12-31 | $12,048,680 |
Value of total assets at beginning of year | 2011-12-31 | $11,802,739 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $5,465 |
Total interest from all sources | 2011-12-31 | $183,417 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $928,918 |
Participant contributions at end of year | 2011-12-31 | $310,937 |
Participant contributions at beginning of year | 2011-12-31 | $232,797 |
Administrative expenses (other) incurred | 2011-12-31 | $5,465 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $245,941 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $12,048,680 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $11,802,739 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $6,018,252 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $6,038,818 |
Interest on participant loans | 2011-12-31 | $15,802 |
Interest earned on other investments | 2011-12-31 | $167,615 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $5,719,491 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $5,531,124 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-307,333 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $214,233 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $752,889 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | Yes |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | RODEFER, MOSS & CO, PLLC |
Accountancy firm EIN | 2011-12-31 | 621690032 |
2010 : POWELL COMPANIES 401(K) PLAN 2010 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $2,103,538 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $554,270 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $514,583 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $10,167 |
Value of total corrective distributions | 2010-12-31 | $27,518 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,209,437 |
Value of total assets at end of year | 2010-12-31 | $11,802,739 |
Value of total assets at beginning of year | 2010-12-31 | $10,253,471 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $2,002 |
Total interest from all sources | 2010-12-31 | $177,408 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $946,129 |
Participant contributions at end of year | 2010-12-31 | $232,797 |
Participant contributions at beginning of year | 2010-12-31 | $241,479 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $42,883 |
Other income not declared elsewhere | 2010-12-31 | $0 |
Administrative expenses (other) incurred | 2010-12-31 | $2,002 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Income. Non cash contributions | 2010-12-31 | $0 |
Value of net income/loss | 2010-12-31 | $1,549,268 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $11,802,739 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $10,253,471 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $6,038,818 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $4,884,656 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $0 |
Interest on participant loans | 2010-12-31 | $15,984 |
Interest earned on other investments | 2010-12-31 | $161,424 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $5,531,124 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $5,127,336 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $716,693 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $0 |
Contributions received in cash from employer | 2010-12-31 | $220,425 |
Income. Dividends from common stock | 2010-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $514,583 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $0 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | RODEFER, MOSS & CO, PLLC |
Accountancy firm EIN | 2010-12-31 | 621690032 |