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AGC SOUTHWEST CHAPTERS 401(K) PLAN 401k Plan overview

Plan NameAGC SOUTHWEST CHAPTERS 401(K) PLAN
Plan identification number 002

AGC SOUTHWEST CHAPTERS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HOUSTON CHAPTER AGC/LOUISIANA AGC has sponsored the creation of one or more 401k plans.

Company Name:HOUSTON CHAPTER AGC/LOUISIANA AGC
Employer identification number (EIN):740490820
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AGC SOUTHWEST CHAPTERS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DONAL K. FORD
0022016-01-01DONAL K. FORD
0022015-01-01DONAL K. FORD
0022015-01-01DONAL K. FORD
0022014-01-01ADA LAM
0022013-01-01ADA LAM
0022012-01-01ADA LAM JERRY NEVLUD2013-10-10
0022011-01-01ADA LAM JERRY NEVLUD2012-10-15
0022010-01-01ADA LAM2011-08-31 JERRY NEVLUD2011-08-31
0022009-01-01ADA LAM JERRY NEVLUD2010-07-28
0022009-01-01ADA LAM JERRY NEVLUD2010-07-29

Plan Statistics for AGC SOUTHWEST CHAPTERS 401(K) PLAN

401k plan membership statisitcs for AGC SOUTHWEST CHAPTERS 401(K) PLAN

Measure Date Value
2022: AGC SOUTHWEST CHAPTERS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0117,161
Total number of active participants reported on line 7a of the Form 55002022-01-0113,642
Number of retired or separated participants receiving benefits2022-01-01141
Number of other retired or separated participants entitled to future benefits2022-01-012,443
Total of all active and inactive participants2022-01-0116,226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0116,226
Number of participants with account balances2022-01-018,726
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01426
2021: AGC SOUTHWEST CHAPTERS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0116,350
Total number of active participants reported on line 7a of the Form 55002021-01-0113,070
Number of retired or separated participants receiving benefits2021-01-01254
Number of other retired or separated participants entitled to future benefits2021-01-012,299
Total of all active and inactive participants2021-01-0115,623
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0115,623
Number of participants with account balances2021-01-018,372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01237
2020: AGC SOUTHWEST CHAPTERS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0117,868
Total number of active participants reported on line 7a of the Form 55002020-01-0115,583
Number of retired or separated participants receiving benefits2020-01-01132
Number of other retired or separated participants entitled to future benefits2020-01-012,039
Total of all active and inactive participants2020-01-0117,754
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0117,754
Number of participants with account balances2020-01-017,620
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01265
2019: AGC SOUTHWEST CHAPTERS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0114,450
Total number of active participants reported on line 7a of the Form 55002019-01-0114,021
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011,758
Total of all active and inactive participants2019-01-0115,779
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0115,779
Number of participants with account balances2019-01-017,296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01238
2018: AGC SOUTHWEST CHAPTERS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0113,597
Total number of active participants reported on line 7a of the Form 55002018-01-0112,358
Number of retired or separated participants receiving benefits2018-01-01351
Number of other retired or separated participants entitled to future benefits2018-01-011,484
Total of all active and inactive participants2018-01-0114,193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0114,193
Number of participants with account balances2018-01-017,224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01211
2017: AGC SOUTHWEST CHAPTERS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0112,494
Total number of active participants reported on line 7a of the Form 55002017-01-0111,787
Number of retired or separated participants receiving benefits2017-01-01143
Number of other retired or separated participants entitled to future benefits2017-01-011,379
Total of all active and inactive participants2017-01-0113,309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0113,309
Number of participants with account balances2017-01-016,538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01253
2016: AGC SOUTHWEST CHAPTERS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-019,806
Total number of active participants reported on line 7a of the Form 55002016-01-0110,455
Number of retired or separated participants receiving benefits2016-01-0174
Number of other retired or separated participants entitled to future benefits2016-01-011,184
Total of all active and inactive participants2016-01-0111,713
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0111,713
Number of participants with account balances2016-01-015,713
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01193
2015: AGC SOUTHWEST CHAPTERS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018,033
Total number of active participants reported on line 7a of the Form 55002015-01-018,327
Number of retired or separated participants receiving benefits2015-01-0143
Number of other retired or separated participants entitled to future benefits2015-01-011,075
Total of all active and inactive participants2015-01-019,445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-019,445
Number of participants with account balances2015-01-015,375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011,117
2014: AGC SOUTHWEST CHAPTERS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,280
Total number of active participants reported on line 7a of the Form 55002014-01-016,076
Number of other retired or separated participants entitled to future benefits2014-01-011,365
Total of all active and inactive participants2014-01-017,441
Total participants2014-01-017,441
Number of participants with account balances2014-01-014,733
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01211
2013: AGC SOUTHWEST CHAPTERS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,689
Total number of active participants reported on line 7a of the Form 55002013-01-011,942
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011,018
Total of all active and inactive participants2013-01-012,960
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-012,963
Number of participants with account balances2013-01-012,960
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0165
2012: AGC SOUTHWEST CHAPTERS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,754
Total number of active participants reported on line 7a of the Form 55002012-01-011,421
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011,012
Total of all active and inactive participants2012-01-012,433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-012,434
Number of participants with account balances2012-01-012,433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0148
2011: AGC SOUTHWEST CHAPTERS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01586
Total number of active participants reported on line 7a of the Form 55002011-01-011,083
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01497
Total of all active and inactive participants2011-01-011,580
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,580
Number of participants with account balances2011-01-011,580
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0127
2009: AGC SOUTHWEST CHAPTERS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0118
Total number of active participants reported on line 7a of the Form 55002009-01-0111
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0118
Number of participants with account balances2009-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on AGC SOUTHWEST CHAPTERS 401(K) PLAN

Measure Date Value
2022 : AGC SOUTHWEST CHAPTERS 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$14,018,752
Total transfer of assets from this plan2022-12-31$925,072
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,073,340
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,720,609
Total income from all sources (including contributions)2022-12-31$-19,269,009
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$52,477,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$49,868,411
Expenses. Certain deemed distributions of participant loans2022-12-31$528,879
Value of total corrective distributions2022-12-31$2,040,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$54,454,162
Value of total assets at end of year2022-12-31$470,927,584
Value of total assets at beginning of year2022-12-31$530,227,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$38,764
Total interest from all sources2022-12-31$404,363
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$76,500
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$37,301,336
Participant contributions at end of year2022-12-31$9,468,566
Participant contributions at beginning of year2022-12-31$8,937,238
Participant contributions at end of year2022-12-31$531,058
Participant contributions at beginning of year2022-12-31$1,275,266
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,821,477
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$796,266
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$142,968
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$139,420
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$2,073,340
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$2,720,609
Other income not declared elsewhere2022-12-31$1,097,481
Administrative expenses (other) incurred2022-12-31$656,005
Total non interest bearing cash at end of year2022-12-31$766,897
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-71,746,031
Value of net assets at end of year (total assets less liabilities)2022-12-31$468,854,244
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$527,506,595
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
Value of interest in pooled separate accounts at end of year2022-12-31$410,524,035
Value of interest in pooled separate accounts at beginning of year2022-12-31$478,266,349
Interest on participant loans2022-12-31$403,213
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$621,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$621,276
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,150
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$48,551,083
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$39,634,344
Net investment gain/loss from pooled separate accounts2022-12-31$-75,225,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$13,331,349
Employer contributions (assets) at end of year2022-12-31$942,977
Employer contributions (assets) at beginning of year2022-12-31$1,353,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$49,072,145
Contract administrator fees2022-12-31$-693,741
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 name2022-12-31HANNIS T. BOURGEOIS, LLP
Accountancy firm EIN2022-12-31720636725
2021 : AGC SOUTHWEST CHAPTERS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$14,646,275
Total transfer of assets from this plan2021-12-31$918,217
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,720,609
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,971,640
Total income from all sources (including contributions)2021-12-31$114,805,881
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$43,038,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$39,793,350
Expenses. Certain deemed distributions of participant loans2021-12-31$469,429
Value of total corrective distributions2021-12-31$2,851,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$50,198,632
Value of total assets at end of year2021-12-31$530,227,204
Value of total assets at beginning of year2021-12-31$443,982,833
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$-76,048
Total interest from all sources2021-12-31$398,727
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$74,100
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$32,832,809
Participant contributions at end of year2021-12-31$8,937,238
Participant contributions at beginning of year2021-12-31$8,438,150
Participant contributions at end of year2021-12-31$1,275,266
Participant contributions at beginning of year2021-12-31$1,135,783
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,674,296
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$893,206
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$139,420
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$118,256
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$2,720,609
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$1,971,640
Other income not declared elsewhere2021-12-31$901,717
Administrative expenses (other) incurred2021-12-31$506,295
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$71,767,344
Value of net assets at end of year (total assets less liabilities)2021-12-31$527,506,595
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$442,011,193
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
Value of interest in pooled separate accounts at end of year2021-12-31$478,266,349
Value of interest in pooled separate accounts at beginning of year2021-12-31$389,063,681
Interest on participant loans2021-12-31$398,339
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$621,276
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$402,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$402,043
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$388
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$39,634,344
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$43,490,771
Net investment gain/loss from pooled separate accounts2021-12-31$63,306,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$11,691,527
Employer contributions (assets) at end of year2021-12-31$1,353,311
Employer contributions (assets) at beginning of year2021-12-31$1,334,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$38,900,144
Contract administrator fees2021-12-31$-656,443
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 name2021-12-31HANNIS T. BOURGEOIS, LLP
Accountancy firm EIN2021-12-31720636725
2020 : AGC SOUTHWEST CHAPTERS 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$9,259,733
Total transfer of assets from this plan2020-12-31$1,290,920
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,971,640
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,959,091
Total income from all sources (including contributions)2020-12-31$92,281,645
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$41,609,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$39,129,799
Expenses. Certain deemed distributions of participant loans2020-12-31$397,938
Value of total corrective distributions2020-12-31$1,973,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$44,765,713
Value of total assets at end of year2020-12-31$443,982,833
Value of total assets at beginning of year2020-12-31$385,328,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$108,312
Total interest from all sources2020-12-31$412,391
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$73,400
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$30,134,122
Participant contributions at end of year2020-12-31$8,438,150
Participant contributions at beginning of year2020-12-31$7,548,535
Participant contributions at end of year2020-12-31$1,135,783
Participant contributions at beginning of year2020-12-31$1,574,556
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,172,291
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$1,438,634
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$118,256
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$108,206
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$1,971,640
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,959,091
Other income not declared elsewhere2020-12-31$1,703,703
Administrative expenses (other) incurred2020-12-31$425,419
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$50,672,505
Value of net assets at end of year (total assets less liabilities)2020-12-31$442,011,193
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$383,369,875
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
Value of interest in pooled separate accounts at end of year2020-12-31$389,063,681
Value of interest in pooled separate accounts at beginning of year2020-12-31$340,051,687
Interest on participant loans2020-12-31$412,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$402,043
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$358,896
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$358,896
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$365
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$43,490,771
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$34,238,459
Net investment gain/loss from pooled separate accounts2020-12-31$45,399,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$10,459,300
Employer contributions (assets) at end of year2020-12-31$1,334,149
Employer contributions (assets) at beginning of year2020-12-31$1,448,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$37,691,165
Contract administrator fees2020-12-31$-390,507
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 name2020-12-31HANNIS T. BOURGEOIS, LLP
Accountancy firm EIN2020-12-31720636725
2019 : AGC SOUTHWEST CHAPTERS 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$8,998,174
Total transfer of assets to this plan2019-12-31$8,998,174
Total transfer of assets from this plan2019-12-31$9,869,903
Total transfer of assets from this plan2019-12-31$9,869,903
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,959,091
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,959,091
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,416,130
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,416,130
Total income from all sources (including contributions)2019-12-31$106,860,996
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$36,620,929
Total of all expenses incurred2019-12-31$36,620,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$34,230,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$34,230,254
Expenses. Certain deemed distributions of participant loans2019-12-31$388,547
Expenses. Certain deemed distributions of participant loans2019-12-31$388,547
Value of total corrective distributions2019-12-31$1,998,726
Value of total corrective distributions2019-12-31$1,998,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$42,229,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$42,229,433
Value of total assets at end of year2019-12-31$385,328,966
Value of total assets at end of year2019-12-31$385,328,966
Value of total assets at beginning of year2019-12-31$315,417,667
Value of total assets at beginning of year2019-12-31$315,417,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,402
Total interest from all sources2019-12-31$364,611
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$108,150
Administrative expenses professional fees incurred2019-12-31$108,150
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$29,031,791
Participant contributions at end of year2019-12-31$7,548,535
Participant contributions at end of year2019-12-31$7,548,535
Participant contributions at beginning of year2019-12-31$6,796,721
Participant contributions at beginning of year2019-12-31$6,796,721
Participant contributions at end of year2019-12-31$1,574,556
Participant contributions at end of year2019-12-31$1,574,556
Participant contributions at beginning of year2019-12-31$606,404
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,237,814
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,237,814
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$1,017,746
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$1,017,746
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$108,206
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$108,206
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$57,689
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$57,689
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,959,091
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,416,130
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,416,130
Other income not declared elsewhere2019-12-31$957,919
Other income not declared elsewhere2019-12-31$957,919
Administrative expenses (other) incurred2019-12-31$120,188
Administrative expenses (other) incurred2019-12-31$120,188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$70,240,067
Value of net income/loss2019-12-31$70,240,067
Value of net assets at end of year (total assets less liabilities)2019-12-31$383,369,875
Value of net assets at end of year (total assets less liabilities)2019-12-31$383,369,875
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$314,001,537
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$314,001,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$340,051,687
Value of interest in pooled separate accounts at beginning of year2019-12-31$271,447,377
Value of interest in pooled separate accounts at beginning of year2019-12-31$271,447,377
Interest on participant loans2019-12-31$364,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$358,896
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$358,896
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$207,386
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$207,386
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$34,238,459
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$34,238,459
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$35,413,356
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$35,413,356
Net investment gain/loss from pooled separate accounts2019-12-31$63,309,033
Net investment gain/loss from pooled separate accounts2019-12-31$63,309,033
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$9,959,828
Contributions received in cash from employer2019-12-31$9,959,828
Employer contributions (assets) at end of year2019-12-31$1,448,627
Employer contributions (assets) at end of year2019-12-31$1,448,627
Employer contributions (assets) at beginning of year2019-12-31$888,734
Employer contributions (assets) at beginning of year2019-12-31$888,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$33,212,508
Contract administrator fees2019-12-31$-224,936
Contract administrator fees2019-12-31$-224,936
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HANNIS T. BOURGEOIS, LLP
Accountancy firm EIN2019-12-31720636725
Accountancy firm EIN2019-12-31720636725
2018 : AGC SOUTHWEST CHAPTERS 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$24,867,593
Total transfer of assets from this plan2018-12-31$1,079,155
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,416,130
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,086,033
Total income from all sources (including contributions)2018-12-31$21,997,408
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$22,471,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$20,605,715
Expenses. Certain deemed distributions of participant loans2018-12-31$387,308
Value of total corrective distributions2018-12-31$1,422,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$36,833,356
Value of total assets at end of year2018-12-31$315,417,667
Value of total assets at beginning of year2018-12-31$291,773,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$56,423
Total interest from all sources2018-12-31$313,451
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$42,900
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$25,805,258
Participant contributions at end of year2018-12-31$6,796,721
Participant contributions at beginning of year2018-12-31$5,984,536
Participant contributions at end of year2018-12-31$606,404
Participant contributions at beginning of year2018-12-31$614,477
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,466,298
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$1,347,685
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$57,689
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$41,340
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,416,130
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,086,033
Other income not declared elsewhere2018-12-31$850,781
Administrative expenses (other) incurred2018-12-31$105,652
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-474,294
Value of net assets at end of year (total assets less liabilities)2018-12-31$314,001,537
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$290,687,393
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$271,447,377
Value of interest in pooled separate accounts at beginning of year2018-12-31$250,143,065
Interest on participant loans2018-12-31$313,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$207,386
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$109,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$109,492
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$35,413,356
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$33,751,573
Net investment gain/loss from pooled separate accounts2018-12-31$-16,000,180
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$8,561,800
Employer contributions (assets) at end of year2018-12-31$888,734
Employer contributions (assets) at beginning of year2018-12-31$1,128,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$19,258,030
Contract administrator fees2018-12-31$-92,129
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 name2018-12-31HANNIS T. BOURGEOIS, LLP
Accountancy firm EIN2018-12-31720636725
2017 : AGC SOUTHWEST CHAPTERS 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$17,397,564
Total transfer of assets from this plan2017-12-31$963,119
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,086,033
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$536,174
Total income from all sources (including contributions)2017-12-31$68,537,558
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$18,480,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$17,017,064
Expenses. Certain deemed distributions of participant loans2017-12-31$223,640
Value of total corrective distributions2017-12-31$1,076,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$31,136,310
Value of total assets at end of year2017-12-31$291,773,426
Value of total assets at beginning of year2017-12-31$224,732,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$164,019
Total interest from all sources2017-12-31$234,071
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$52,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$21,036,477
Participant contributions at end of year2017-12-31$5,984,536
Participant contributions at beginning of year2017-12-31$5,056,901
Participant contributions at end of year2017-12-31$614,477
Participant contributions at beginning of year2017-12-31$605,883
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,255,088
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$576,792
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$41,340
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$38,609
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,086,033
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$536,174
Other income not declared elsewhere2017-12-31$374,964
Administrative expenses (other) incurred2017-12-31$29,559
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$50,056,812
Value of net assets at end of year (total assets less liabilities)2017-12-31$290,687,393
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$224,196,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$250,143,065
Value of interest in pooled separate accounts at beginning of year2017-12-31$190,099,813
Interest on participant loans2017-12-31$234,071
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$109,492
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$33,751,573
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$27,082,034
Net investment gain/loss from pooled separate accounts2017-12-31$36,792,213
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$6,844,745
Employer contributions (assets) at end of year2017-12-31$1,128,943
Employer contributions (assets) at beginning of year2017-12-31$1,849,070
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$16,440,272
Contract administrator fees2017-12-31$82,460
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31HANNIS T. BOURGEOIS, LLP
Accountancy firm EIN2017-12-31720636725
2016 : AGC SOUTHWEST CHAPTERS 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$19,666,205
Total transfer of assets from this plan2016-12-31$2,797,685
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$536,174
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$386,680
Total income from all sources (including contributions)2016-12-31$39,236,194
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$17,959,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$17,104,056
Expenses. Certain deemed distributions of participant loans2016-12-31$97,358
Value of total corrective distributions2016-12-31$530,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$26,024,124
Value of total assets at end of year2016-12-31$224,732,310
Value of total assets at beginning of year2016-12-31$186,437,556
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$227,999
Total interest from all sources2016-12-31$185,387
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$61,300
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$17,281,417
Participant contributions at end of year2016-12-31$5,056,901
Participant contributions at beginning of year2016-12-31$4,218,852
Participant contributions at end of year2016-12-31$605,883
Participant contributions at beginning of year2016-12-31$540,563
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,285,392
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$254,980
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$38,609
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$42,969
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$536,174
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$386,680
Other income not declared elsewhere2016-12-31$137,769
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$21,276,740
Value of net assets at end of year (total assets less liabilities)2016-12-31$224,196,136
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$186,050,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$190,099,813
Value of interest in pooled separate accounts at beginning of year2016-12-31$153,332,173
Interest on participant loans2016-12-31$185,387
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$27,082,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$26,708,607
Net investment gain/loss from pooled separate accounts2016-12-31$12,888,914
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$6,457,315
Employer contributions (assets) at end of year2016-12-31$1,849,070
Employer contributions (assets) at beginning of year2016-12-31$1,594,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$16,849,076
Contract administrator fees2016-12-31$166,699
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31HANNIS T. BOURGEOIS, LLP
Accountancy firm EIN2016-12-31720636725
2015 : AGC SOUTHWEST CHAPTERS 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$8,126,294
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$386,680
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$23,450,338
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$11,101,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$10,149,080
Expenses. Certain deemed distributions of participant loans2015-12-31$186,919
Value of total corrective distributions2015-12-31$442,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$22,094,132
Value of total assets at end of year2015-12-31$186,437,556
Value of total assets at beginning of year2015-12-31$165,576,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$323,212
Total interest from all sources2015-12-31$171,882
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$48,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$14,997,530
Participant contributions at end of year2015-12-31$4,218,852
Participant contributions at beginning of year2015-12-31$3,760,613
Participant contributions at end of year2015-12-31$540,563
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,602,866
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$140,954
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$42,969
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$386,680
Other income not declared elsewhere2015-12-31$1,949,591
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$12,348,424
Value of net assets at end of year (total assets less liabilities)2015-12-31$186,050,876
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$165,576,158
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$153,332,173
Value of interest in pooled separate accounts at beginning of year2015-12-31$138,655,666
Interest on participant loans2015-12-31$171,882
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$26,708,607
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$23,159,879
Net investment gain/loss from pooled separate accounts2015-12-31$-765,267
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$5,493,736
Employer contributions (assets) at end of year2015-12-31$1,594,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$10,008,126
Contract administrator fees2015-12-31$275,212
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HANNIS T. BOURGEOIS, LLP
Accountancy firm EIN2015-12-31720636725
2014 : AGC SOUTHWEST CHAPTERS 401(K) PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$46,732,052
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$49,499
Total income from all sources (including contributions)2014-12-31$22,130,520
Total of all expenses incurred2014-12-31$9,539,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,346,795
Value of total corrective distributions2014-12-31$-44,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$13,822,235
Value of total assets at end of year2014-12-31$165,576,158
Value of total assets at beginning of year2014-12-31$106,302,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$237,587
Total interest from all sources2014-12-31$138,931
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$10,638,809
Participant contributions at end of year2014-12-31$3,760,613
Participant contributions at beginning of year2014-12-31$3,125,389
Participant contributions at beginning of year2014-12-31$183,634
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,018,852
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$49,499
Other income not declared elsewhere2014-12-31$347,190
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$12,590,714
Value of net assets at end of year (total assets less liabilities)2014-12-31$165,576,158
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$106,253,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$138,655,666
Value of interest in pooled separate accounts at beginning of year2014-12-31$85,061,447
Interest on participant loans2014-12-31$138,931
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$23,159,879
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$17,178,197
Net investment gain/loss from pooled separate accounts2014-12-31$7,822,164
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,164,574
Employer contributions (assets) at beginning of year2014-12-31$754,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,346,795
Contract administrator fees2014-12-31$237,587
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HANNIS T. BOURGEOIS LLP
Accountancy firm EIN2014-12-31720636725
2013 : AGC SOUTHWEST CHAPTERS 401(K) PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$14,815,439
Total transfer of assets from this plan2013-12-31$4,506,487
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$49,499
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$43,070
Total income from all sources (including contributions)2013-12-31$24,382,882
Total of all expenses incurred2013-12-31$6,961,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,780,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$10,009,271
Value of total assets at end of year2013-12-31$106,302,891
Value of total assets at beginning of year2013-12-31$78,566,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$181,460
Total interest from all sources2013-12-31$107,155
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$7,111,983
Participant contributions at end of year2013-12-31$3,125,389
Participant contributions at beginning of year2013-12-31$2,452,298
Participant contributions at end of year2013-12-31$183,634
Participant contributions at beginning of year2013-12-31$84,128
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$892,488
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$49,499
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$43,070
Other income not declared elsewhere2013-12-31$209,071
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$17,421,088
Value of net assets at end of year (total assets less liabilities)2013-12-31$106,253,392
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$78,523,352
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$85,061,447
Value of interest in pooled separate accounts at beginning of year2013-12-31$63,906,951
Interest on participant loans2013-12-31$107,155
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$17,178,197
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$12,094,890
Net investment gain/loss from pooled separate accounts2013-12-31$14,057,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,004,800
Employer contributions (assets) at end of year2013-12-31$754,224
Employer contributions (assets) at beginning of year2013-12-31$28,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,780,334
Contract administrator fees2013-12-31$181,460
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 name2013-12-31BLAZEK AND VETTERLING
Accountancy firm EIN2013-12-31760269860
2012 : AGC SOUTHWEST CHAPTERS 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$12,260,281
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$43,070
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$66,694
Total income from all sources (including contributions)2012-12-31$15,410,982
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,495,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,267,245
Expenses. Certain deemed distributions of participant loans2012-12-31$77,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,252,216
Value of total assets at end of year2012-12-31$78,566,422
Value of total assets at beginning of year2012-12-31$55,414,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$150,184
Total interest from all sources2012-12-31$91,697
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Assets. Real estate other than employer real property at end of year2012-12-31$0
Assets. Real estate other than employer real property at beginning of year2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$5,888,312
Participant contributions at end of year2012-12-31$2,452,298
Participant contributions at beginning of year2012-12-31$1,684,289
Participant contributions at end of year2012-12-31$84,128
Participant contributions at beginning of year2012-12-31$118,230
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$736,712
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$43,070
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$66,694
Other income not declared elsewhere2012-12-31$202,497
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$10,915,759
Value of net assets at end of year (total assets less liabilities)2012-12-31$78,523,352
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$55,347,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$63,906,951
Value of interest in pooled separate accounts at beginning of year2012-12-31$45,106,041
Interest on participant loans2012-12-31$91,697
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$12,094,890
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$8,486,428
Net investment gain/loss from pooled separate accounts2012-12-31$6,864,572
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,627,192
Employer contributions (assets) at end of year2012-12-31$28,155
Employer contributions (assets) at beginning of year2012-12-31$19,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,267,245
Contract administrator fees2012-12-31$150,184
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BLAZEK AND VETTERLING
Accountancy firm EIN2012-12-31760269860
2011 : AGC SOUTHWEST CHAPTERS 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$23,894,069
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$66,694
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$4,115,150
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,774,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,584,443
Value of total corrective distributions2011-12-31$100,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,403,087
Value of total assets at end of year2011-12-31$55,414,006
Value of total assets at beginning of year2011-12-31$30,112,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$88,713
Total interest from all sources2011-12-31$45,500
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Assets. Real estate other than employer real property at end of year2011-12-31$1,684,289
Assets. Real estate other than employer real property at beginning of year2011-12-31$470,790
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,767,266
Participant contributions at end of year2011-12-31$19,018
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$377,045
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$66,694
Other income not declared elsewhere2011-12-31$149,489
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,341,080
Value of net assets at end of year (total assets less liabilities)2011-12-31$55,347,312
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$30,112,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$45,106,041
Value of interest in pooled separate accounts at beginning of year2011-12-31$27,060,290
Interest on participant loans2011-12-31$45,500
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$8,486,428
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,581,083
Net investment gain/loss from pooled separate accounts2011-12-31$-1,482,926
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,258,776
Employer contributions (assets) at end of year2011-12-31$118,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,584,443
Contract administrator fees2011-12-31$88,713
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BLAZEK AND VETTERLING
Accountancy firm EIN2011-12-31760269860
2009 : AGC SOUTHWEST CHAPTERS 401(K) PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for AGC SOUTHWEST CHAPTERS 401(K) PLAN

2022: AGC SOUTHWEST CHAPTERS 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple 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: AGC SOUTHWEST CHAPTERS 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple 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: AGC SOUTHWEST CHAPTERS 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple 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: AGC SOUTHWEST CHAPTERS 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple 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: AGC SOUTHWEST CHAPTERS 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple 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: AGC SOUTHWEST CHAPTERS 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple 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: AGC SOUTHWEST CHAPTERS 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
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: AGC SOUTHWEST CHAPTERS 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedYes
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: AGC SOUTHWEST CHAPTERS 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple 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: AGC SOUTHWEST CHAPTERS 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AGC SOUTHWEST CHAPTERS 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AGC SOUTHWEST CHAPTERS 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: AGC SOUTHWEST CHAPTERS 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932232-000
Policy instance 1
Insurance contract or identification number932232-000
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,319,519
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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?Yes
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
Commission paid to Insurance BrokerUSD $792,476
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932232-000
Policy instance 1
Insurance contract or identification number932232-000
Number of Individuals Covered16350
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,328,362
Total amount of fees paid to insurance companyUSD $287,132
Are there contracts with allocated funds for individual policies?0
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?Yes
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
Commission paid to Insurance BrokerUSD $796,978
Insurance broker organization code?3
Amount paid for insurance broker fees287132
Additional information about fees paid to insurance brokerTPA FEES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932232-000
Policy instance 1
Insurance contract or identification number932232-000
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,081,240
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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?Yes
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
Commission paid to Insurance BrokerUSD $645,074
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932232-000
Policy instance 1
Insurance contract or identification number932232-000
Number of Individuals Covered15779
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $991,984
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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?Yes
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
Commission paid to Insurance BrokerUSD $595,114
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932232-000
Policy instance 1
Insurance contract or identification number932232-000
Number of Individuals Covered14193
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $949,007
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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?Yes
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
Commission paid to Insurance BrokerUSD $569,340
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932232-000
Policy instance 1
Insurance contract or identification number932232-000
Number of Individuals Covered13309
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $777,652
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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?Yes
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
Commission paid to Insurance BrokerUSD $466,530
Insurance broker organization code?3
Insurance broker nameBAIRD INSURANCE SERVICES, INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932232-000
Policy instance 1
Insurance contract or identification number932232-000
Number of Individuals Covered9445
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $516,469
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?Yes
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
Commission paid to Insurance BrokerUSD $309,825
Insurance broker organization code?3
Insurance broker nameAMERIPRISE FINANCIAL SERVICES INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932232
Policy instance 1
Insurance contract or identification number932232
Number of Individuals Covered4733
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $455,216
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $259,753
Insurance broker organization code?3
Insurance broker nameBAIRD INSURANCE SERVICES INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932232
Policy instance 1
Insurance contract or identification number932232
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $292,971
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $173,478
Insurance broker organization code?3
Insurance broker nameBAIRD INSURANCE SERVICES INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932232
Policy instance 1
Insurance contract or identification number932232
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $213,197
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?Yes
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 $147,936
Insurance broker organization code?3
Insurance broker nameBAIRD INSURANCE SERVICES INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932232
Policy instance 1
Insurance contract or identification number932232
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $158,557
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?Yes
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

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