?>
Logo

BARNUM AND CELILLO ELECTRIC, INC PROFIT SHARING AND 401(K) PLAN 401k Plan overview

Plan NameBARNUM AND CELILLO ELECTRIC, INC PROFIT SHARING AND 401(K) PLAN
Plan identification number 001

BARNUM AND CELILLO ELECTRIC, INC PROFIT SHARING AND 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BARNUM & CELILLO ELECTRIC, INC. has sponsored the creation of one or more 401k plans.

Company Name:BARNUM & CELILLO ELECTRIC, INC.
Employer identification number (EIN):680227342
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BARNUM AND CELILLO ELECTRIC, INC PROFIT SHARING AND 401(K) PLAN

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

Plan Statistics for BARNUM AND CELILLO ELECTRIC, INC PROFIT SHARING AND 401(K) PLAN

401k plan membership statisitcs for BARNUM AND CELILLO ELECTRIC, INC PROFIT SHARING AND 401(K) PLAN

Measure Date Value
2022: BARNUM AND CELILLO ELECTRIC, INC PROFIT SHARING AND 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01526
Total number of active participants reported on line 7a of the Form 55002022-01-01265
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-01273
Total of all active and inactive participants2022-01-01540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01543
Number of participants with account balances2022-01-01460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0129
2021: BARNUM AND CELILLO ELECTRIC, INC PROFIT SHARING AND 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01477
Total number of active participants reported on line 7a of the Form 55002021-01-01258
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-01263
Total of all active and inactive participants2021-01-01524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01526
Number of participants with account balances2021-01-01456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0139
2020: BARNUM AND CELILLO ELECTRIC, INC PROFIT SHARING AND 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01531
Total number of active participants reported on line 7a of the Form 55002020-01-01239
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01237
Total of all active and inactive participants2020-01-01476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01477
Number of participants with account balances2020-01-01405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0140
2019: BARNUM AND CELILLO ELECTRIC, INC PROFIT SHARING AND 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01398
Total number of active participants reported on line 7a of the Form 55002019-01-01327
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01200
Total of all active and inactive participants2019-01-01530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01531
Number of participants with account balances2019-01-01380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0126
2018: BARNUM AND CELILLO ELECTRIC, INC PROFIT SHARING AND 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01397
Total number of active participants reported on line 7a of the Form 55002018-01-01225
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01170
Total of all active and inactive participants2018-01-01397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01397
Number of participants with account balances2018-01-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0125
2017: BARNUM AND CELILLO ELECTRIC, INC PROFIT SHARING AND 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01321
Total number of active participants reported on line 7a of the Form 55002017-01-01207
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01139
Total of all active and inactive participants2017-01-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01348
Number of participants with account balances2017-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0128
2016: BARNUM AND CELILLO ELECTRIC, INC PROFIT SHARING AND 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01317
Total number of active participants reported on line 7a of the Form 55002016-01-01189
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01119
Total of all active and inactive participants2016-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01308
Number of participants with account balances2016-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0119
2015: BARNUM AND CELILLO ELECTRIC, INC PROFIT SHARING AND 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01301
Total number of active participants reported on line 7a of the Form 55002015-01-01191
Number of other retired or separated participants entitled to future benefits2015-01-01101
Total of all active and inactive participants2015-01-01292
Total participants2015-01-01292
Number of participants with account balances2015-01-01237
2014: BARNUM AND CELILLO ELECTRIC, INC PROFIT SHARING AND 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01215
Total number of active participants reported on line 7a of the Form 55002014-01-01144
Number of other retired or separated participants entitled to future benefits2014-01-01113
Total of all active and inactive participants2014-01-01257
Total participants2014-01-01257
Number of participants with account balances2014-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0125
2013: BARNUM AND CELILLO ELECTRIC, INC PROFIT SHARING AND 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01258
Total number of active participants reported on line 7a of the Form 55002013-01-01137
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0147
Total of all active and inactive participants2013-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01184
Number of participants with account balances2013-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: BARNUM AND CELILLO ELECTRIC, INC PROFIT SHARING AND 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01272
Total number of active participants reported on line 7a of the Form 55002012-01-01152
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01100
Total of all active and inactive participants2012-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01252
Number of participants with account balances2012-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: BARNUM AND CELILLO ELECTRIC, INC PROFIT SHARING AND 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01276
Total number of active participants reported on line 7a of the Form 55002011-01-01143
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01102
Total of all active and inactive participants2011-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01245
Number of participants with account balances2011-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: BARNUM AND CELILLO ELECTRIC, INC PROFIT SHARING AND 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01260
Total number of active participants reported on line 7a of the Form 55002009-01-01152
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01102
Total of all active and inactive participants2009-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01254
Number of participants with account balances2009-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0114

Financial Data on BARNUM AND CELILLO ELECTRIC, INC PROFIT SHARING AND 401(K) PLAN

Measure Date Value
2022 : BARNUM AND CELILLO ELECTRIC, INC PROFIT SHARING AND 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-1,079,022
Total of all expenses incurred2022-12-31$943,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$752,369
Value of total corrective distributions2022-12-31$79,048
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,058,992
Value of total assets at end of year2022-12-31$14,616,499
Value of total assets at beginning of year2022-12-31$16,639,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$112,569
Total interest from all sources2022-12-31$33,065
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$710,417
Participant contributions at end of year2022-12-31$362,511
Participant contributions at beginning of year2022-12-31$430,999
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$63,265
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$408
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$234
Administrative expenses (other) incurred2022-12-31$67,955
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,023,008
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,616,499
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,639,507
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$44,614
Value of interest in pooled separate accounts at end of year2022-12-31$12,229,375
Value of interest in pooled separate accounts at beginning of year2022-12-31$14,717,268
Interest on participant loans2022-12-31$18,800
Interest earned on other investments2022-12-31$14,265
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,024,205
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,491,006
Net investment gain/loss from pooled separate accounts2022-12-31$-2,171,079
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$285,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$752,369
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31BFBA, LLP
Accountancy firm EIN2022-12-31680000424
2021 : BARNUM AND CELILLO ELECTRIC, INC PROFIT SHARING AND 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$2,621,971
Total of all expenses incurred2021-12-31$423,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$265,203
Expenses. Certain deemed distributions of participant loans2021-12-31$166
Value of total corrective distributions2021-12-31$39,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,112,245
Value of total assets at end of year2021-12-31$16,639,507
Value of total assets at beginning of year2021-12-31$14,440,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$118,187
Total interest from all sources2021-12-31$30,419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$9,300
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$821,069
Participant contributions at end of year2021-12-31$430,999
Participant contributions at beginning of year2021-12-31$440,358
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$234
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,339
Administrative expenses (other) incurred2021-12-31$64,342
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$2,198,526
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,639,507
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,440,981
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$44,545
Value of interest in pooled separate accounts at end of year2021-12-31$14,717,268
Value of interest in pooled separate accounts at beginning of year2021-12-31$12,686,843
Interest on participant loans2021-12-31$20,036
Interest earned on other investments2021-12-31$10,383
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,491,006
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,312,441
Net investment gain/loss from pooled separate accounts2021-12-31$1,479,307
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$291,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$265,203
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31BFBA, LLP
Accountancy firm EIN2021-12-31680000424
2020 : BARNUM AND CELILLO ELECTRIC, INC PROFIT SHARING AND 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$2,990,231
Total of all expenses incurred2020-12-31$586,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$440,592
Expenses. Certain deemed distributions of participant loans2020-12-31$19,595
Value of total corrective distributions2020-12-31$56,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,134,192
Value of total assets at end of year2020-12-31$14,440,981
Value of total assets at beginning of year2020-12-31$12,037,393
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$70,056
Total interest from all sources2020-12-31$30,321
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$14,300
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$840,132
Participant contributions at end of year2020-12-31$440,358
Participant contributions at beginning of year2020-12-31$401,167
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,339
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,504
Administrative expenses (other) incurred2020-12-31$35,980
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$2,403,588
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,440,981
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,037,393
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$19,776
Value of interest in pooled separate accounts at end of year2020-12-31$12,686,843
Value of interest in pooled separate accounts at beginning of year2020-12-31$10,473,132
Interest on participant loans2020-12-31$20,523
Interest earned on other investments2020-12-31$9,798
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,312,441
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,161,590
Net investment gain/loss from pooled separate accounts2020-12-31$1,825,718
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$294,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$440,592
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BFBA, LLP
Accountancy firm EIN2020-12-31680000424
2019 : BARNUM AND CELILLO ELECTRIC, INC PROFIT SHARING AND 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,197,027
Total of all expenses incurred2019-12-31$1,199,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,102,300
Expenses. Certain deemed distributions of participant loans2019-12-31$20
Value of total corrective distributions2019-12-31$79,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,485,264
Value of total assets at end of year2019-12-31$12,037,393
Value of total assets at beginning of year2019-12-31$10,039,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$17,792
Total interest from all sources2019-12-31$33,848
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$8,812
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$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$737,779
Participant contributions at end of year2019-12-31$401,167
Participant contributions at beginning of year2019-12-31$370,777
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,504
Administrative expenses (other) incurred2019-12-31$8,980
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$1,997,495
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,037,393
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,039,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$10,473,132
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,234,019
Interest on participant loans2019-12-31$24,090
Interest earned on other investments2019-12-31$9,758
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,161,590
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,435,102
Net investment gain/loss from pooled separate accounts2019-12-31$1,677,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$747,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,102,300
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31BFBA, LLP
Accountancy firm EIN2019-12-31680000424
2018 : BARNUM AND CELILLO ELECTRIC, INC PROFIT SHARING AND 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$906,479
Total of all expenses incurred2018-12-31$315,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$243,123
Value of total corrective distributions2018-12-31$55,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,233,648
Value of total assets at end of year2018-12-31$10,039,898
Value of total assets at beginning of year2018-12-31$9,449,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$17,020
Total interest from all sources2018-12-31$24,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$8,500
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$705,203
Participant contributions at end of year2018-12-31$370,777
Participant contributions at beginning of year2018-12-31$376,831
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$22,984
Administrative expenses (other) incurred2018-12-31$8,520
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$590,751
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,039,898
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,449,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$8,234,019
Value of interest in pooled separate accounts at beginning of year2018-12-31$8,334,652
Interest on participant loans2018-12-31$18,108
Interest earned on other investments2018-12-31$6,514
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,435,102
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$737,664
Net investment gain/loss from pooled separate accounts2018-12-31$-351,791
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$505,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$243,123
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31BFBA, LLP
Accountancy firm EIN2018-12-31680000424
2017 : BARNUM AND CELILLO ELECTRIC, INC PROFIT SHARING AND 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,077,147
Total of all expenses incurred2017-12-31$337,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$322,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$973,063
Value of total assets at end of year2017-12-31$9,449,147
Value of total assets at beginning of year2017-12-31$7,709,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$14,600
Total interest from all sources2017-12-31$19,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$8,500
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$553,740
Participant contributions at end of year2017-12-31$376,831
Participant contributions at beginning of year2017-12-31$290,104
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,916
Administrative expenses (other) incurred2017-12-31$6,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,739,656
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,449,147
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,709,491
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$8,334,652
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,803,577
Interest on participant loans2017-12-31$14,200
Interest earned on other investments2017-12-31$4,823
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$737,664
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$615,810
Net investment gain/loss from pooled separate accounts2017-12-31$1,085,061
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$415,407
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$322,891
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31BFBA, LLP
Accountancy firm EIN2017-12-31680000424
2016 : BARNUM AND CELILLO ELECTRIC, INC PROFIT SHARING AND 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,249,870
Total of all expenses incurred2016-12-31$373,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$312,501
Expenses. Certain deemed distributions of participant loans2016-12-31$12,606
Value of total corrective distributions2016-12-31$42,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$925,751
Value of total assets at end of year2016-12-31$7,709,491
Value of total assets at beginning of year2016-12-31$6,833,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,168
Total interest from all sources2016-12-31$12,980
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$481,843
Participant contributions at end of year2016-12-31$290,104
Participant contributions at beginning of year2016-12-31$315,048
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$193,908
Other income not declared elsewhere2016-12-31$4,168
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$876,022
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,709,491
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,833,469
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 pooled separate accounts at end of year2016-12-31$6,803,577
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,012,539
Interest on participant loans2016-12-31$12,980
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$615,810
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$505,882
Net investment gain/loss from pooled separate accounts2016-12-31$306,971
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$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$312,501
Contract administrator fees2016-12-31$6,168
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 name2016-12-31BFBA, LLP
Accountancy firm EIN2016-12-31680000424
2015 : BARNUM AND CELILLO ELECTRIC, INC PROFIT SHARING AND 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$862,980
Total of all expenses incurred2015-12-31$286,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$210,576
Value of total corrective distributions2015-12-31$61,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$919,290
Value of total assets at end of year2015-12-31$6,833,469
Value of total assets at beginning of year2015-12-31$6,257,046
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$14,675
Total interest from all sources2015-12-31$9,464
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$13,429
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$466,972
Participant contributions at end of year2015-12-31$315,048
Participant contributions at beginning of year2015-12-31$206,602
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$202,318
Other income not declared elsewhere2015-12-31$3,849
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$576,423
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,833,469
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,257,046
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$1,246
Value of interest in pooled separate accounts at end of year2015-12-31$6,012,539
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,582,081
Interest on participant loans2015-12-31$9,464
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$505,882
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$468,363
Net investment gain/loss from pooled separate accounts2015-12-31$-69,623
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$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$210,576
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BROWN FINE BOYCE AND ASTLE
Accountancy firm EIN2015-12-31680000424
2014 : BARNUM AND CELILLO ELECTRIC, INC PROFIT SHARING AND 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,093,511
Total of all expenses incurred2014-12-31$465,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$410,392
Expenses. Certain deemed distributions of participant loans2014-12-31$24,985
Value of total corrective distributions2014-12-31$12,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$780,728
Value of total assets at end of year2014-12-31$6,257,046
Value of total assets at beginning of year2014-12-31$5,629,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$18,021
Total interest from all sources2014-12-31$7,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$18,021
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$463,325
Participant contributions at end of year2014-12-31$206,602
Participant contributions at beginning of year2014-12-31$190,630
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$92,403
Other income not declared elsewhere2014-12-31$7,666
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$627,732
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,257,046
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,629,314
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$5,582,081
Value of interest in pooled separate accounts at beginning of year2014-12-31$107,406
Interest on participant loans2014-12-31$7,317
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$5,325,284
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$5,325,284
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$468,363
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,994
Net investment gain/loss from pooled separate accounts2014-12-31$297,800
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$225,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$410,392
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BROWN FINK BOYCE AND ASTLE
Accountancy firm EIN2014-12-31680000424
2013 : BARNUM AND CELILLO ELECTRIC, INC PROFIT SHARING AND 401(K) PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$1,720,862
Total income from all sources (including contributions)2013-12-31$670,489
Total of all expenses incurred2013-12-31$54,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$38,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$337,052
Value of total assets at end of year2013-12-31$5,629,314
Value of total assets at beginning of year2013-12-31$3,292,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$15,877
Total interest from all sources2013-12-31$3,163
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$900
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$310,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$337,052
Participant contributions at end of year2013-12-31$190,630
Participant contributions at beginning of year2013-12-31$167,285
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$23,951
Other income not declared elsewhere2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$615,680
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,629,314
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,292,772
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
Investment advisory and management fees2013-12-31$14,977
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,459,323
Value of interest in pooled separate accounts at end of year2013-12-31$107,406
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$3,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$5,325,284
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$642,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$642,213
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,994
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$329,346
Net investment gain/loss from pooled separate accounts2013-12-31$928
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$38,932
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31BROWN FINK BOYCE AND ASTLE
Accountancy firm EIN2013-12-31680000424
2012 : BARNUM AND CELILLO ELECTRIC, INC PROFIT SHARING AND 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$448,713
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$225,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$223,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$234,440
Value of total assets at end of year2012-12-31$3,292,772
Value of total assets at beginning of year2012-12-31$3,069,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,273
Total interest from all sources2012-12-31$6,751
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$49,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$49,100
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$310,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$234,440
Participant contributions at end of year2012-12-31$167,285
Participant contributions at beginning of year2012-12-31$181,362
Participant contributions at end of year2012-12-31$23,951
Participant contributions at beginning of year2012-12-31$11,519
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$222,897
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,292,772
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,069,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,459,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,170,101
Interest on participant loans2012-12-31$6,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$642,213
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$706,893
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$706,893
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$177
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$158,422
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$223,543
Contract administrator fees2012-12-31$2,273
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 name2012-12-31BROWN FINK BOYCE AND ASTLE
Accountancy firm EIN2012-12-31680000424
2011 : BARNUM AND CELILLO ELECTRIC, INC PROFIT SHARING AND 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$141,067
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$332,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$312,483
Value of total corrective distributions2011-12-31$9,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$143,090
Value of total assets at end of year2011-12-31$3,069,875
Value of total assets at beginning of year2011-12-31$3,261,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,353
Total interest from all sources2011-12-31$7,992
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$46,433
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$46,433
Administrative expenses professional fees incurred2011-12-31$7,438
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$310,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$143,090
Participant contributions at end of year2011-12-31$181,362
Participant contributions at beginning of year2011-12-31$164,214
Participant contributions at end of year2011-12-31$11,519
Participant contributions at beginning of year2011-12-31$15,988
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-191,535
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,069,875
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,261,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,170,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,331,766
Interest on participant loans2011-12-31$7,973
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$706,893
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$749,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$749,442
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$19
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-56,448
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$312,483
Contract administrator fees2011-12-31$2,915
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 name2011-12-31BROWN FINK BOYCE AND ASTLE
Accountancy firm EIN2011-12-31680000424
2010 : BARNUM AND CELILLO ELECTRIC, INC PROFIT SHARING AND 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$406,675
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$299,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$282,107
Value of total corrective distributions2010-12-31$1,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$211,135
Value of total assets at end of year2010-12-31$3,261,410
Value of total assets at beginning of year2010-12-31$3,154,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$16,156
Total interest from all sources2010-12-31$9,156
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$32,846
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$32,846
Administrative expenses professional fees incurred2010-12-31$14,631
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$310,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$211,008
Participant contributions at end of year2010-12-31$164,214
Participant contributions at beginning of year2010-12-31$150,603
Participant contributions at end of year2010-12-31$15,988
Participant contributions at beginning of year2010-12-31$35,418
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$127
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$106,763
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,261,410
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,154,647
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,331,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,345,758
Interest on participant loans2010-12-31$9,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$749,442
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$622,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$622,868
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$55
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$153,538
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$282,107
Contract administrator fees2010-12-31$1,525
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 name2010-12-31BROWN FINK BOYCE AND ASTLE
Accountancy firm EIN2010-12-31680000424
2009 : BARNUM AND CELILLO ELECTRIC, INC PROFIT SHARING AND 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BARNUM AND CELILLO ELECTRIC, INC PROFIT SHARING AND 401(K) PLAN

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

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601436
Policy instance 1
Insurance contract or identification number601436
Number of Individuals Covered460
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601436
Policy instance 1
Insurance contract or identification number601436
Number of Individuals Covered456
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601436
Policy instance 1
Insurance contract or identification number601436
Number of Individuals Covered405
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $8,761
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 $2,804
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601436
Policy instance 1
Insurance contract or identification number601436
Number of Individuals Covered380
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $31,187
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,980
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601436
Policy instance 1
Insurance contract or identification number601436
Number of Individuals Covered345
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $28,207
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,027
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601436
Policy instance 1
Insurance contract or identification number601436
Number of Individuals Covered304
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $24,324
Are there contracts with unallocated funds for contracts of type 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 $7,784
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY, INC.

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3