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SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameSHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 001

SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Stock bonus
  • 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.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

SHEBESTER-BECHTEL, INC. has sponsored the creation of one or more 401k plans.

Company Name:SHEBESTER-BECHTEL, INC.
Employer identification number (EIN):730977376
NAIC Classification:211120
NAIC Description:Crude Petroleum Extraction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01CASSIE HENSON2023-10-11
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01HOGANTAYLOR LLP PREPARER
0012016-01-01HOGANTAYLOR LLP PREPARER
0012016-01-01
0012015-01-01HOGANTAYLOR LLP PREPARER HOGANTAYLOR LLP PREPARER2016-10-14
0012014-01-01HOGANTAYLOR LLP PREPARER
0012013-01-01HOGANTAYLOR LLP PREPARER HOGANTAYLOR LLP PREPARER2015-06-15
0012012-01-01HOGANTAYLOR LLP PREPARER HOGANTAYLOR LLP PREPARER2015-06-15
0012011-01-01HOGANTAYLOR LLP PREPARER HOGANTAYLOR LLP PREPARER2015-06-15
0012010-01-01BOB W BLUE
0012009-01-01BOB W BLUE
0012009-01-01BOB W. BLUE

Plan Statistics for SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01219
Total number of active participants reported on line 7a of the Form 55002022-01-0159
Number of retired or separated participants receiving benefits2022-01-0133
Number of other retired or separated participants entitled to future benefits2022-01-01112
Total of all active and inactive participants2022-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01207
Number of participants with account balances2022-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01254
Total number of active participants reported on line 7a of the Form 55002021-01-0156
Number of retired or separated participants receiving benefits2021-01-0135
Number of other retired or separated participants entitled to future benefits2021-01-01123
Total of all active and inactive participants2021-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-01218
Number of participants with account balances2021-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01280
Total number of active participants reported on line 7a of the Form 55002020-01-0153
Number of retired or separated participants receiving benefits2020-01-0129
Number of other retired or separated participants entitled to future benefits2020-01-01169
Total of all active and inactive participants2020-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01252
Number of participants with account balances2020-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0119
2019: SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01273
Total number of active participants reported on line 7a of the Form 55002019-01-0187
Number of retired or separated participants receiving benefits2019-01-0138
Number of other retired or separated participants entitled to future benefits2019-01-01135
Total of all active and inactive participants2019-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-01264
Number of participants with account balances2019-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112
2018: SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01298
Total number of active participants reported on line 7a of the Form 55002018-01-0198
Number of retired or separated participants receiving benefits2018-01-0139
Number of other retired or separated participants entitled to future benefits2018-01-01139
Total of all active and inactive participants2018-01-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01279
Number of participants with account balances2018-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01182
Total number of active participants reported on line 7a of the Form 55002017-01-0196
Number of other retired or separated participants entitled to future benefits2017-01-0187
Total of all active and inactive participants2017-01-01183
Total participants2017-01-01183
Number of participants with account balances2017-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01205
Total number of active participants reported on line 7a of the Form 55002016-01-01109
Number of other retired or separated participants entitled to future benefits2016-01-0157
Total of all active and inactive participants2016-01-01166
Total participants2016-01-01166
Number of participants with account balances2016-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01269
Total number of active participants reported on line 7a of the Form 55002015-01-01123
Number of other retired or separated participants entitled to future benefits2015-01-0188
Total of all active and inactive participants2015-01-01211
Total participants2015-01-01211
Number of participants with account balances2015-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0131
2014: SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01266
Total number of active participants reported on line 7a of the Form 55002014-01-01191
Number of other retired or separated participants entitled to future benefits2014-01-0173
Total of all active and inactive participants2014-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01265
Number of participants with account balances2014-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01358
Total number of active participants reported on line 7a of the Form 55002013-01-01195
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-01143
Total of all active and inactive participants2013-01-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01341
Number of participants with account balances2013-01-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0114
2012: SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01354
Total number of active participants reported on line 7a of the Form 55002012-01-01180
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-01154
Total of all active and inactive participants2012-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01336
Number of participants with account balances2012-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0124
2011: SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01339
Total number of active participants reported on line 7a of the Form 55002011-01-01176
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-01161
Total of all active and inactive participants2011-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01339
Number of participants with account balances2011-01-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0124
2010: SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01325
Total number of active participants reported on line 7a of the Form 55002010-01-01185
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-01142
Total of all active and inactive participants2010-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-01331
Number of participants with account balances2010-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-018
2009: SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01331
Total number of active participants reported on line 7a of the Form 55002009-01-01205
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0153
Total of all active and inactive participants2009-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01259
Number of participants with account balances2009-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0112

Financial Data on SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022 : SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$2,690,977
Total unrealized appreciation/depreciation of assets2022-12-31$2,690,977
Total income from all sources (including contributions)2022-12-31$3,211,480
Total of all expenses incurred2022-12-31$2,162,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,130,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$883,067
Value of total assets at end of year2022-12-31$25,379,258
Value of total assets at beginning of year2022-12-31$24,330,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$32,280
Total interest from all sources2022-12-31$3,513
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$63,375
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$63,375
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$110,349
Participant contributions at end of year2022-12-31$61,826
Participant contributions at beginning of year2022-12-31$95,365
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$24,832
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$293
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
Income. Non cash contributions2022-12-31$747,886
Value of net income/loss2022-12-31$1,049,055
Value of net assets at end of year (total assets less liabilities)2022-12-31$25,379,258
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$24,330,203
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$14,308
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,128,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,442,069
Interest on participant loans2022-12-31$3,513
Value of interest in common/collective trusts at end of year2022-12-31$790,873
Value of interest in common/collective trusts at beginning of year2022-12-31$756,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-440,714
Net investment gain or loss from common/collective trusts2022-12-31$11,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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
Assets. Invements in employer securities at end of year2022-12-31$21,649,889
Assets. Invements in employer securities at beginning of year2022-12-31$20,499,851
Employer contributions (assets) at end of year2022-12-31$747,886
Employer contributions (assets) at beginning of year2022-12-31$535,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,130,145
Contract administrator fees2022-12-31$17,972
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 name2022-12-31HOGANTAYLOR LLP
Accountancy firm EIN2022-12-31731413977
2021 : SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,495,243
Total unrealized appreciation/depreciation of assets2021-12-31$1,495,243
Total income from all sources (including contributions)2021-12-31$2,629,091
Total of all expenses incurred2021-12-31$3,873,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,830,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$627,941
Value of total assets at end of year2021-12-31$24,330,203
Value of total assets at beginning of year2021-12-31$25,574,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$42,303
Total interest from all sources2021-12-31$5,330
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$59,336
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$59,336
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$92,065
Participant contributions at end of year2021-12-31$95,365
Participant contributions at beginning of year2021-12-31$122,454
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$293
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-1,244,158
Value of net assets at end of year (total assets less liabilities)2021-12-31$24,330,203
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$25,574,361
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$19,693
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,442,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,688,500
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$22,657
Interest on participant loans2021-12-31$5,330
Value of interest in common/collective trusts at end of year2021-12-31$756,749
Value of interest in common/collective trusts at beginning of year2021-12-31$1,341,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$414,849
Net investment gain/loss from pooled separate accounts2021-12-31$-9,072
Net investment gain or loss from common/collective trusts2021-12-31$35,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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
Assets. Invements in employer securities at end of year2021-12-31$20,499,851
Assets. Invements in employer securities at beginning of year2021-12-31$20,900,236
Contributions received in cash from employer2021-12-31$535,876
Employer contributions (assets) at end of year2021-12-31$535,876
Employer contributions (assets) at beginning of year2021-12-31$498,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,830,946
Contract administrator fees2021-12-31$22,610
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HOGANTAYLOR LLP
Accountancy firm EIN2021-12-31731413977
2020 : SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-2,480,347
Total unrealized appreciation/depreciation of assets2020-12-31$-2,480,347
Total income from all sources (including contributions)2020-12-31$-1,764,502
Total of all expenses incurred2020-12-31$4,285,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,240,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$622,461
Value of total assets at end of year2020-12-31$25,574,361
Value of total assets at beginning of year2020-12-31$31,624,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$44,957
Total interest from all sources2020-12-31$6,822
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$59,937
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$59,937
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$124,161
Participant contributions at end of year2020-12-31$122,454
Participant contributions at beginning of year2020-12-31$168,250
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$929
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$343
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
Income. Non cash contributions2020-12-31$498,300
Value of net income/loss2020-12-31$-6,050,062
Value of net assets at end of year (total assets less liabilities)2020-12-31$25,574,361
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$31,624,423
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$17,036
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,688,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,612,851
Value of interest in pooled separate accounts at end of year2020-12-31$22,657
Value of interest in pooled separate accounts at beginning of year2020-12-31$19,569
Interest on participant loans2020-12-31$6,822
Value of interest in common/collective trusts at end of year2020-12-31$1,341,285
Value of interest in common/collective trusts at beginning of year2020-12-31$1,273,721
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-1,945
Net investment gain/loss from pooled separate accounts2020-12-31$3,088
Net investment gain or loss from common/collective trusts2020-12-31$25,482
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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
Assets. Invements in employer securities at end of year2020-12-31$20,900,236
Assets. Invements in employer securities at beginning of year2020-12-31$25,549,689
Employer contributions (assets) at end of year2020-12-31$498,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,240,603
Contract administrator fees2020-12-31$27,921
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HOGANTAYLOR LLP
Accountancy firm EIN2020-12-31731413977
2019 : SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-1,414,717
Total unrealized appreciation/depreciation of assets2019-12-31$-1,414,717
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$481,829
Expenses. Interest paid2019-12-31$28,910
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$28,910
Total income from all sources (including contributions)2019-12-31$269,836
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,584,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,489,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$764,370
Value of total assets at end of year2019-12-31$31,624,423
Value of total assets at beginning of year2019-12-31$34,421,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$66,209
Total interest from all sources2019-12-31$10,791
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$101,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$101,165
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$2,201,715
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$229,279
Participant contributions at end of year2019-12-31$168,250
Participant contributions at beginning of year2019-12-31$218,948
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$343
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$244
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$481,829
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-2,314,927
Value of net assets at end of year (total assets less liabilities)2019-12-31$31,624,423
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$33,939,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$12,897
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,612,851
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,709,078
Value of interest in pooled separate accounts at end of year2019-12-31$19,569
Value of interest in pooled separate accounts at beginning of year2019-12-31$16,042
Interest on participant loans2019-12-31$10,791
Value of interest in common/collective trusts at end of year2019-12-31$1,273,721
Value of interest in common/collective trusts at beginning of year2019-12-31$1,175,049
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$749,609
Net investment gain/loss from pooled separate accounts2019-12-31$3,527
Net investment gain or loss from common/collective trusts2019-12-31$55,091
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
Assets. Invements in employer securities at end of year2019-12-31$25,549,689
Assets. Invements in employer securities at beginning of year2019-12-31$29,301,818
Contributions received in cash from employer2019-12-31$535,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,489,644
Contract administrator fees2019-12-31$53,312
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 name2019-12-31HOGANTAYLOR LLP
Accountancy firm EIN2019-12-31731413977
2018 : SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$3,466,286
Total unrealized appreciation/depreciation of assets2018-12-31$3,466,286
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$481,829
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,029,829
Expenses. Interest paid2018-12-31$61,790
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$61,790
Total income from all sources (including contributions)2018-12-31$3,976,735
Total of all expenses incurred2018-12-31$3,925,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,810,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$831,617
Value of total assets at end of year2018-12-31$34,421,179
Value of total assets at beginning of year2018-12-31$34,918,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$53,181
Total interest from all sources2018-12-31$10,568
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$118,015
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$118,015
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$2,465,156
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$221,827
Participant contributions at end of year2018-12-31$218,948
Participant contributions at beginning of year2018-12-31$279,907
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$244
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$427
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$481,829
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,029,829
Other income not declared elsewhere2018-12-31$54,579
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$50,914
Value of net assets at end of year (total assets less liabilities)2018-12-31$33,939,350
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$33,888,436
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$14,360
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,709,078
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,593,829
Value of interest in pooled separate accounts at end of year2018-12-31$16,042
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,091,672
Interest on participant loans2018-12-31$10,568
Value of interest in common/collective trusts at end of year2018-12-31$1,175,049
Value of interest in common/collective trusts at beginning of year2018-12-31$651,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-549,533
Net investment gain/loss from pooled separate accounts2018-12-31$38,237
Net investment gain or loss from common/collective trusts2018-12-31$6,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$29,301,818
Assets. Invements in employer securities at beginning of year2018-12-31$28,300,688
Contributions received in cash from employer2018-12-31$609,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,810,850
Contract administrator fees2018-12-31$38,821
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 name2018-12-31HOGANTAYLOR LLP
Accountancy firm EIN2018-12-31731413977
2017 : SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$895,334
Total unrealized appreciation/depreciation of assets2017-12-31$895,334
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,029,829
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,577,829
Total income from all sources (including contributions)2017-12-31$2,735,158
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,039,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,885,364
Expenses. Certain deemed distributions of participant loans2017-12-31$94,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$917,493
Value of total assets at end of year2017-12-31$34,918,265
Value of total assets at beginning of year2017-12-31$37,770,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$59,158
Total interest from all sources2017-12-31$13,591
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$125,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$125,484
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$1,897,330
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$274,823
Participant contributions at end of year2017-12-31$279,907
Participant contributions at beginning of year2017-12-31$286,956
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$427
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$4,361
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,029,829
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$1,577,829
Other income not declared elsewhere2017-12-31$24,557
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-2,304,034
Value of net assets at end of year (total assets less liabilities)2017-12-31$33,888,436
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$36,192,470
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
Investment advisory and management fees2017-12-31$16,965
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,593,829
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,764,831
Value of interest in pooled separate accounts at end of year2017-12-31$1,091,672
Value of interest in pooled separate accounts at beginning of year2017-12-31$959,252
Interest on participant loans2017-12-31$13,591
Value of interest in common/collective trusts at end of year2017-12-31$651,742
Value of interest in common/collective trusts at beginning of year2017-12-31$1,456,157
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$550,233
Net investment gain/loss from pooled separate accounts2017-12-31$174,326
Net investment gain or loss from common/collective trusts2017-12-31$34,140
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
Assets. Invements in employer securities at end of year2017-12-31$28,300,688
Assets. Invements in employer securities at beginning of year2017-12-31$29,298,742
Contributions received in cash from employer2017-12-31$642,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,885,364
Contract administrator fees2017-12-31$42,193
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 name2017-12-31HOGANTAYLOR LLP
Accountancy firm EIN2017-12-31731413977
2016 : SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,239,997
Total unrealized appreciation/depreciation of assets2016-12-31$1,239,997
Total transfer of assets from this plan2016-12-31$48,674
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,577,829
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,133,913
Expenses. Interest paid2016-12-31$127,550
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$127,550
Total income from all sources (including contributions)2016-12-31$3,100,316
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,118,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,922,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,188,082
Value of total assets at end of year2016-12-31$37,770,299
Value of total assets at beginning of year2016-12-31$40,393,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$69,132
Total interest from all sources2016-12-31$12,842
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$160,750
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$160,750
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$1,211,697
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$312,200
Participant contributions at end of year2016-12-31$286,956
Participant contributions at beginning of year2016-12-31$393,462
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$18,499
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$48,674
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$4,361
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$1,577,829
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$2,133,913
Other income not declared elsewhere2016-12-31$834
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-2,018,577
Value of net assets at end of year (total assets less liabilities)2016-12-31$36,192,470
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$38,259,721
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
Investment advisory and management fees2016-12-31$21,563
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,764,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,095,593
Value of interest in pooled separate accounts at end of year2016-12-31$959,252
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,464,826
Interest on participant loans2016-12-31$12,842
Value of interest in common/collective trusts at end of year2016-12-31$1,456,157
Value of interest in common/collective trusts at beginning of year2016-12-31$1,341,140
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$814,748
Net investment gain/loss from pooled separate accounts2016-12-31$-366,288
Net investment gain or loss from common/collective trusts2016-12-31$49,351
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
Assets. Invements in employer securities at end of year2016-12-31$29,298,742
Assets. Invements in employer securities at beginning of year2016-12-31$29,098,613
Contributions received in cash from employer2016-12-31$857,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,922,211
Contract administrator fees2016-12-31$47,569
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HOGANTAYLOR LLP
Accountancy firm EIN2016-12-31731413977
2015 : SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-4,201,211
Total unrealized appreciation/depreciation of assets2015-12-31$-4,201,211
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,133,913
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,722,642
Expenses. Interest paid2015-12-31$160,430
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$160,430
Total income from all sources (including contributions)2015-12-31$-9,956
Total loss/gain on sale of assets2015-12-31$2,279,051
Total of all expenses incurred2015-12-31$5,793,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,587,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,964,703
Value of total assets at end of year2015-12-31$40,393,634
Value of total assets at beginning of year2015-12-31$46,785,471
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$45,323
Total interest from all sources2015-12-31$15,734
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$166,253
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$166,253
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$2,279,051
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$530,430
Participant contributions at end of year2015-12-31$393,462
Participant contributions at beginning of year2015-12-31$310,030
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$402,618
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$3,834
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$2,133,913
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$2,722,642
Other income not declared elsewhere2015-12-31$1,001
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-5,803,108
Value of net assets at end of year (total assets less liabilities)2015-12-31$38,259,721
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$44,062,829
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$45,323
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,095,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,208,038
Value of interest in pooled separate accounts at end of year2015-12-31$5,464,826
Value of interest in pooled separate accounts at beginning of year2015-12-31$8,419,067
Interest on participant loans2015-12-31$15,734
Value of interest in common/collective trusts at end of year2015-12-31$1,341,140
Value of interest in common/collective trusts at beginning of year2015-12-31$1,544,678
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-169,892
Net investment gain/loss from pooled separate accounts2015-12-31$-63,845
Net investment gain or loss from common/collective trusts2015-12-31$-1,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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
Assets. Invements in employer securities at end of year2015-12-31$29,098,613
Assets. Invements in employer securities at beginning of year2015-12-31$33,299,824
Contributions received in cash from employer2015-12-31$1,031,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,587,399
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
Aggregate proceeds on sale of assets2015-12-31$2,987,481
Aggregate carrying amount (costs) on sale of assets2015-12-31$708,430
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HOGANTAYLOR LLP
Accountancy firm EIN2015-12-31731413977
2014 : SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-1,600,347
Total unrealized appreciation/depreciation of assets2014-12-31$-1,600,347
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,722,642
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,221,829
Expenses. Interest paid2014-12-31$193,310
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$193,310
Total income from all sources (including contributions)2014-12-31$2,728,750
Total loss/gain on sale of assets2014-12-31$1,178,953
Total of all expenses incurred2014-12-31$2,353,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,125,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,397,724
Value of total assets at end of year2014-12-31$46,785,471
Value of total assets at beginning of year2014-12-31$46,909,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$35,242
Total interest from all sources2014-12-31$12,266
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$131,723
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$131,723
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$1,178,953
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$783,569
Participant contributions at end of year2014-12-31$310,030
Participant contributions at beginning of year2014-12-31$352,477
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$228,578
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$3,834
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$2,722,642
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$3,221,829
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$375,154
Value of net assets at end of year (total assets less liabilities)2014-12-31$44,062,829
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$43,687,675
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
Investment advisory and management fees2014-12-31$30,221
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,208,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,996,490
Value of interest in pooled separate accounts at end of year2014-12-31$8,419,067
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,941,399
Interest on participant loans2014-12-31$12,266
Value of interest in common/collective trusts at end of year2014-12-31$1,544,678
Value of interest in common/collective trusts at beginning of year2014-12-31$1,718,967
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$183,538
Net investment gain/loss from pooled separate accounts2014-12-31$407,572
Net investment gain or loss from common/collective trusts2014-12-31$17,321
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
Assets. Invements in employer securities at end of year2014-12-31$33,299,824
Assets. Invements in employer securities at beginning of year2014-12-31$34,900,171
Contributions received in cash from employer2014-12-31$1,385,577
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,125,044
Contract administrator fees2014-12-31$5,021
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
Aggregate proceeds on sale of assets2014-12-31$1,920,263
Aggregate carrying amount (costs) on sale of assets2014-12-31$741,310
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 name2014-12-31HOGANTAYLOR LLP
Accountancy firm EIN2014-12-31731413977
2013 : SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$2,476,398
Total unrealized appreciation/depreciation of assets2013-12-31$2,476,398
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,221,829
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,776,070
Expenses. Interest paid2013-12-31$226,190
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$226,190
Total income from all sources (including contributions)2013-12-31$6,362,147
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,926,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,653,678
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$16,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,043,263
Value of total assets at end of year2013-12-31$46,909,504
Value of total assets at beginning of year2013-12-31$44,027,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$29,515
Total interest from all sources2013-12-31$13,330
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$48,473
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$48,473
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$1,874,664
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$653,122
Participant contributions at end of year2013-12-31$352,477
Participant contributions at beginning of year2013-12-31$234,147
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$109,163
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$767
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$3,221,829
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$3,769,829
Other income not declared elsewhere2013-12-31$22,339
Administrative expenses (other) incurred2013-12-31$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$3,436,077
Value of net assets at end of year (total assets less liabilities)2013-12-31$43,687,675
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$40,251,598
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$24,530
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,996,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,430,577
Value of interest in pooled separate accounts at end of year2013-12-31$6,941,400
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,938,109
Interest on participant loans2013-12-31$13,330
Value of interest in common/collective trusts at end of year2013-12-31$1,718,967
Value of interest in common/collective trusts at beginning of year2013-12-31$2,126,398
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$237,101
Net investment gain/loss from pooled separate accounts2013-12-31$1,545,500
Net investment gain or loss from common/collective trusts2013-12-31$-24,257
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$34,900,171
Assets. Invements in employer securities at beginning of year2013-12-31$34,298,437
Contributions received in cash from employer2013-12-31$1,280,978
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,652,911
Contract administrator fees2013-12-31$4,985
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$6,241
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 name2013-12-31HOGANTAYLOR LLP
Accountancy firm EIN2013-12-31731413977
2012 : SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$2,290,805
Total unrealized appreciation/depreciation of assets2012-12-31$2,290,805
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,776,070
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,323,820
Expenses. Interest paid2012-12-31$259,070
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$259,070
Total income from all sources (including contributions)2012-12-31$5,167,156
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,803,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,496,590
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,026,371
Value of total assets at end of year2012-12-31$44,027,668
Value of total assets at beginning of year2012-12-31$42,211,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$47,977
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$9,477
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$69,267
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$69,267
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$1,192,674
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$612,726
Participant contributions at end of year2012-12-31$234,147
Participant contributions at beginning of year2012-12-31$198,287
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$748
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$130,594
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$3,769,829
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$4,317,829
Other income not declared elsewhere2012-12-31$4
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
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$2,363,519
Value of net assets at end of year (total assets less liabilities)2012-12-31$40,251,598
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$37,888,079
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
Investment advisory and management fees2012-12-31$38,588
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,430,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,692,360
Value of interest in pooled separate accounts at end of year2012-12-31$3,938,109
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,431,982
Interest on participant loans2012-12-31$9,477
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$2,126,398
Value of interest in common/collective trusts at beginning of year2012-12-31$2,687,842
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$287,123
Net investment gain/loss from pooled separate accounts2012-12-31$469,413
Net investment gain or loss from common/collective trusts2012-12-31$14,696
Net gain/loss from 103.12 investment entities2012-12-31$0
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
Assets. Invements in employer securities at end of year2012-12-31$34,298,437
Assets. Invements in employer securities at beginning of year2012-12-31$33,200,306
Contributions received in cash from employer2012-12-31$1,283,051
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$374
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,496,590
Contract administrator fees2012-12-31$9,389
Liabilities. Value of benefit claims payable at end of year2012-12-31$6,241
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$5,991
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
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
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 name2012-12-31HOGANTAYLOR, LLP
Accountancy firm EIN2012-12-31731413977
2011 : SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-2,183,651
Total unrealized appreciation/depreciation of assets2011-12-31$-2,183,651
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,323,820
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,899,671
Expenses. Interest paid2011-12-31$291,950
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$291,950
Total income from all sources (including contributions)2011-12-31$-311,136
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,127,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,791,989
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$28,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,951,881
Value of total assets at end of year2011-12-31$42,211,899
Value of total assets at beginning of year2011-12-31$46,226,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$15,316
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$9,879
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$56,725
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$56,725
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$1,216,843
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$610,594
Participant contributions at end of year2011-12-31$198,287
Participant contributions at beginning of year2011-12-31$243,935
Participant contributions at end of year2011-12-31$748
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$56,612
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$4,317,829
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$4,865,829
Other income not declared elsewhere2011-12-31$2,005
Administrative expenses (other) incurred2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-3,438,448
Value of net assets at end of year (total assets less liabilities)2011-12-31$37,888,079
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$41,326,527
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
Investment advisory and management fees2011-12-31$9,684
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,692,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,974,573
Value of interest in pooled separate accounts at end of year2011-12-31$3,431,982
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,334,943
Interest on participant loans2011-12-31$9,879
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$0
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$2,687,842
Value of interest in common/collective trusts at beginning of year2011-12-31$3,071,947
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-79,669
Net investment gain/loss from pooled separate accounts2011-12-31$-115,830
Net investment gain or loss from common/collective trusts2011-12-31$47,524
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$33,200,306
Assets. Invements in employer securities at beginning of year2011-12-31$36,600,800
Contributions received in cash from employer2011-12-31$1,284,675
Employer contributions (assets) at end of year2011-12-31$374
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,791,989
Contract administrator fees2011-12-31$5,632
Liabilities. Value of benefit claims payable at end of year2011-12-31$5,991
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$33,842
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
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
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 name2011-12-31HOGANTAYLOR, LLP
Accountancy firm EIN2011-12-31731413977
2010 : SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,302,904
Total unrealized appreciation/depreciation of assets2010-12-31$1,302,904
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,899,671
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,444,492
Expenses. Interest paid2010-12-31$324,830
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$324,830
Total income from all sources (including contributions)2010-12-31$4,145,026
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,804,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,465,036
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,991,169
Value of total assets at end of year2010-12-31$46,226,198
Value of total assets at beginning of year2010-12-31$44,430,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$14,909
Total interest from all sources2010-12-31$9,895
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$44,887
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$44,887
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$401,664
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$585,734
Participant contributions at end of year2010-12-31$243,935
Participant contributions at beginning of year2010-12-31$181,743
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$33
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$74,869
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$4,865,829
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$5,444,492
Other income not declared elsewhere2010-12-31$3,370
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$2,340,251
Value of net assets at end of year (total assets less liabilities)2010-12-31$41,326,527
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$38,986,276
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
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,974,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,468,231
Value of interest in pooled separate accounts at end of year2010-12-31$3,334,943
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,574,315
Interest on participant loans2010-12-31$9,895
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$3,071,947
Value of interest in common/collective trusts at beginning of year2010-12-31$3,506,851
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2
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 year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$223,006
Net investment gain/loss from pooled separate accounts2010-12-31$466,370
Net investment gain or loss from common/collective trusts2010-12-31$103,425
Net gain/loss from 103.12 investment entities2010-12-31$0
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
Assets. Invements in employer securities at end of year2010-12-31$36,600,800
Assets. Invements in employer securities at beginning of year2010-12-31$35,699,560
Contributions received in cash from employer2010-12-31$1,330,566
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$33
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,465,036
Contract administrator fees2010-12-31$14,909
Liabilities. Value of benefit claims payable at end of year2010-12-31$33,842
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
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
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HOGANTAYLOR LLP
Accountancy firm EIN2010-12-31731413977
2009 : SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2009-12-31$-6,536,863
Total unrealized appreciation/depreciation of assets2009-12-31$-6,536,863
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-31$5,444,492
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-31$5,991,509
Expenses. Interest paid2009-12-31$357,710
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022009-12-31$357,710
Total income from all sources (including contributions)2009-12-31$-3,495,845
Total loss/gain on sale of assets2009-12-31$0
Total of all expenses incurred2009-12-31$1,535,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-12-31$1,129,091
Value of total corrective distributions2009-12-31$29,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-12-31$1,884,440
Value of total assets at end of year2009-12-31$44,430,768
Value of total assets at beginning of year2009-12-31$50,009,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-12-31$19,573
Total interest from all sources2009-12-31$9,451
Total dividends received (eg from common stock, registered investment company shares)2009-12-31$39,171
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2009-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2009-12-31$39,171
Was this plan covered by a fidelity bond2009-12-31Yes
Value of fidelity bond cover2009-12-31$1,000,000
If this is an individual account plan, was there a blackout period2009-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$1,062,408
Were there any nonexempt tranactions with any party-in-interest2009-12-31No
Contributions received from participants2009-12-31$572,401
Participant contributions at end of year2009-12-31$181,743
Participant contributions at beginning of year2009-12-31$106,041
Participant contributions at end of year2009-12-31$33
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2009-12-31$5,444,492
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2009-12-31$5,991,429
Other income not declared elsewhere2009-12-31$30,736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Value of net income/loss2009-12-31$-5,031,702
Value of net assets at end of year (total assets less liabilities)2009-12-31$38,986,276
Value of net assets at beginning of year (total assets less liabilities)2009-12-31$44,017,978
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2009-12-31No
Were any leases to which the plan was party in default or uncollectible2009-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2009-12-31$2,468,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2009-12-31$1,321,004
Value of interest in pooled separate accounts at end of year2009-12-31$2,574,315
Value of interest in pooled separate accounts at beginning of year2009-12-31$2,264,123
Interest on participant loans2009-12-31$9,452
Value of interest in common/collective trusts at end of year2009-12-31$3,506,851
Value of interest in common/collective trusts at beginning of year2009-12-31$3,012,620
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2009-12-31$2
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2009-12-31$6,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2009-12-31$6,868
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2009-12-31$-1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2009-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2009-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2009-12-31$396,707
Net investment gain/loss from pooled separate accounts2009-12-31$445,733
Net investment gain or loss from common/collective trusts2009-12-31$234,780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-12-31No
Was there a failure to transmit to the plan any participant contributions2009-12-31Yes
Has the plan failed to provide any benefit when due under the plan2009-12-31No
Assets. Invements in employer securities at end of year2009-12-31$35,699,560
Assets. Invements in employer securities at beginning of year2009-12-31$43,298,831
Contributions received in cash from employer2009-12-31$1,312,039
Employer contributions (assets) at end of year2009-12-31$33
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-12-31$1,129,091
Contract administrator fees2009-12-31$19,573
Liabilities. Value of benefit claims payable at beginning of year2009-12-31$80
Did the plan have assets held for investment2009-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2009-12-31Yes
Opinion of an independent qualified public accountant for this plan2009-12-31Disclaimer
Accountancy firm name2009-12-31HOGANTAYLOR LLP
Accountancy firm EIN2009-12-31731413977

Form 5500 Responses for SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2022: SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP 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: SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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: SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number708505
Policy instance 1
Insurance contract or identification number708505
Number of Individuals Covered5
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number708505
Policy instance 1
Insurance contract or identification number708505
Number of Individuals Covered5
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number708505
Policy instance 1
Insurance contract or identification number708505
Number of Individuals Covered5
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number708505
Policy instance 1
Insurance contract or identification number708505
Number of Individuals Covered5
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number708505
Policy instance 2
Insurance contract or identification number708505
Number of Individuals Covered4
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number515768
Policy instance 1
Insurance contract or identification number515768
Number of Individuals Covered183
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number708505
Policy instance 1
Insurance contract or identification number708505
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number515768
Policy instance 2
Insurance contract or identification number515768
Number of Individuals Covered211
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number515768
Policy instance 1
Insurance contract or identification number515768
Number of Individuals Covered265
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number708505
Policy instance 2
Insurance contract or identification number708505
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number515768
Policy instance 2
Insurance contract or identification number515768
Number of Individuals Covered250
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number708505
Policy instance 1
Insurance contract or identification number708505
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number708505
Policy instance 2
Insurance contract or identification number708505
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number515768
Policy instance 1
Insurance contract or identification number515768
Number of Individuals Covered250
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number708505
Policy instance 2
Insurance contract or identification number708505
Number of Individuals Covered22
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number515768
Policy instance 1
Insurance contract or identification number515768
Number of Individuals Covered222
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number708505
Policy instance 2
Insurance contract or identification number708505
Number of Individuals Covered23
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number515768
Policy instance 1
Insurance contract or identification number515768
Number of Individuals Covered339
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number708505
Policy instance 2
Insurance contract or identification number708505
Number of Individuals Covered37
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number515768
Policy instance 1
Insurance contract or identification number515768
Number of Individuals Covered331
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $867
Total amount of fees paid to insurance companyUSD $557
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number515768
Policy instance 1
Insurance contract or identification number515768
Insurance policy start date2009-01-01
Insurance policy end date2009-12-31
Total amount of commissions paid to insurance brokerUSD $10,806
Total amount of fees paid to insurance companyUSD $4,990
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $10,806
Amount paid for insurance broker fees4990
Additional information about fees paid to insurance brokerREFERRAL SERVICE FEE
Insurance broker organization code?3
Insurance broker nameCAPWEST SECURITIES INC

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