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WOODRUFF CONSTRUCTION EMPLOYEES PROFIT SHARING 401(K) PLAN & TRUST 401k Plan overview

Plan NameWOODRUFF CONSTRUCTION EMPLOYEES PROFIT SHARING 401(K) PLAN & TRUST
Plan identification number 002

WOODRUFF CONSTRUCTION EMPLOYEES PROFIT SHARING 401(K) PLAN & TRUST 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

WOODRUFF CONSTRUCTION, INC has sponsored the creation of one or more 401k plans.

Company Name:WOODRUFF CONSTRUCTION, INC
Employer identification number (EIN):760721180
NAIC Classification:236200

Additional information about WOODRUFF CONSTRUCTION, INC

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 2013-02-05
Company Identification Number: 2171665
Legal Registered Office Address: PO BOX 1432
-
AKRON
United States of America (USA)
44309

More information about WOODRUFF CONSTRUCTION, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOODRUFF CONSTRUCTION EMPLOYEES PROFIT SHARING 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01STEVE FINNEGAN2023-09-27
0022021-01-01STEVE FINNEGAN2022-08-28
0022020-01-01STEVE FINNEGAN2021-10-04
0022019-01-01
0022018-01-01
0022017-01-01SARA ORR
0022016-01-01LUKE NELSON2017-05-17
0022015-01-01LUKE NELSON2016-08-03
0022014-01-01LUKE NELSON2015-07-16 LUKE NELSON2015-07-16
0022014-01-01LUKE NELSON2015-06-30 LUKE NELSON2015-06-30
0022013-01-01LUKE NELSON2014-05-15 LUKE NELSON2014-05-15
0022012-01-01LUKE NELSON2013-07-29 LUKE NELSON2013-07-29
0022011-01-01LUKE NELSON2012-05-25
0022010-01-01JUDY HEINZE2011-06-10 JUDY HEINZE2011-06-10

Plan Statistics for WOODRUFF CONSTRUCTION EMPLOYEES PROFIT SHARING 401(K) PLAN & TRUST

401k plan membership statisitcs for WOODRUFF CONSTRUCTION EMPLOYEES PROFIT SHARING 401(K) PLAN & TRUST

Measure Date Value
2022: WOODRUFF CONSTRUCTION EMPLOYEES PROFIT SHARING 401(K) PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01148
Total number of active participants reported on line 7a of the Form 55002022-01-01120
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0127
Total of all active and inactive participants2022-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01148
Number of participants with account balances2022-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0128
2021: WOODRUFF CONSTRUCTION EMPLOYEES PROFIT SHARING 401(K) PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01153
Total number of active participants reported on line 7a of the Form 55002021-01-01121
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0119
Total of all active and inactive participants2021-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01141
Number of participants with account balances2021-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0111
2020: WOODRUFF CONSTRUCTION EMPLOYEES PROFIT SHARING 401(K) PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01138
Total number of active participants reported on line 7a of the Form 55002020-01-01129
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0124
Total of all active and inactive participants2020-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01153
Number of participants with account balances2020-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: WOODRUFF CONSTRUCTION EMPLOYEES PROFIT SHARING 401(K) PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01157
Total number of active participants reported on line 7a of the Form 55002019-01-01131
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0123
Total of all active and inactive participants2019-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01155
Number of participants with account balances2019-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0114
2018: WOODRUFF CONSTRUCTION EMPLOYEES PROFIT SHARING 401(K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01141
Total number of active participants reported on line 7a of the Form 55002018-01-01127
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0114
Total of all active and inactive participants2018-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01143
Number of participants with account balances2018-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0110
2017: WOODRUFF CONSTRUCTION EMPLOYEES PROFIT SHARING 401(K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01124
Total number of active participants reported on line 7a of the Form 55002017-01-01118
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0114
Total of all active and inactive participants2017-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01134
Number of participants with account balances2017-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0115

Financial Data on WOODRUFF CONSTRUCTION EMPLOYEES PROFIT SHARING 401(K) PLAN & TRUST

Measure Date Value
2022 : WOODRUFF CONSTRUCTION EMPLOYEES PROFIT SHARING 401(K) PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-286,076
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$275,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$237,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$735,508
Value of total assets at end of year2022-12-31$5,329,148
Value of total assets at beginning of year2022-12-31$5,890,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$37,786
Total interest from all sources2022-12-31$4,635
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$268,616
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$268,616
Administrative expenses professional fees incurred2022-12-31$37,786
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$607,092
Participant contributions at end of year2022-12-31$84,157
Participant contributions at beginning of year2022-12-31$75,953
Participant contributions at end of year2022-12-31$9,626
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$34,615
Other income not declared elsewhere2022-12-31$-1,294,835
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$-561,494
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,329,148
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,890,642
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 registered invesment companies (eg mutual funds) at end of year2022-12-31$5,166,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,602,882
Interest on participant loans2022-12-31$4,635
Value of interest in common/collective trusts at end of year2022-12-31$37,305
Value of interest in common/collective trusts at beginning of year2022-12-31$189,685
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$30,651
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$22,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$93,801
Employer contributions (assets) at end of year2022-12-31$655
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$237,632
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 name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : WOODRUFF CONSTRUCTION EMPLOYEES PROFIT SHARING 401(K) PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,408,025
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$372,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$319,203
Expenses. Certain deemed distributions of participant loans2021-12-31$15,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$638,497
Value of total assets at end of year2021-12-31$5,890,642
Value of total assets at beginning of year2021-12-31$4,855,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$37,759
Total interest from all sources2021-12-31$5,778
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$267,994
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$267,994
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$551,011
Participant contributions at end of year2021-12-31$75,953
Participant contributions at beginning of year2021-12-31$97,042
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$3,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,035,510
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,890,642
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,855,132
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 registered invesment companies (eg mutual funds) at end of year2021-12-31$5,602,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,528,819
Interest on participant loans2021-12-31$5,778
Value of interest in common/collective trusts at end of year2021-12-31$189,685
Value of interest in common/collective trusts at beginning of year2021-12-31$168,183
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$22,122
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$61,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$495,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$87,486
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$319,203
Contract administrator fees2021-12-31$34,009
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 name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : WOODRUFF CONSTRUCTION EMPLOYEES PROFIT SHARING 401(K) PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,505
Total income from all sources (including contributions)2020-12-31$1,244,234
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,559,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,490,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$551,798
Value of total assets at end of year2020-12-31$4,855,132
Value of total assets at beginning of year2020-12-31$5,174,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$68,945
Total interest from all sources2020-12-31$5,864
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$153,730
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$153,730
Administrative expenses professional fees incurred2020-12-31$68,945
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 period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$465,982
Participant contributions at end of year2020-12-31$97,042
Participant contributions at beginning of year2020-12-31$84,218
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$4,505
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-314,877
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,855,132
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,170,009
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 registered invesment companies (eg mutual funds) at end of year2020-12-31$4,528,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,502,060
Interest on participant loans2020-12-31$5,864
Value of interest in common/collective trusts at end of year2020-12-31$168,183
Value of interest in common/collective trusts at beginning of year2020-12-31$588,236
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$61,088
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$532,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$85,816
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,490,166
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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 name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : WOODRUFF CONSTRUCTION EMPLOYEES PROFIT SHARING 401(K) PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,505
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,505
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,695,661
Total income from all sources (including contributions)2019-12-31$1,695,661
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$752,226
Total of all expenses incurred2019-12-31$752,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$688,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$688,408
Value of total corrective distributions2019-12-31$7,391
Value of total corrective distributions2019-12-31$7,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$660,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$660,012
Value of total assets at end of year2019-12-31$5,174,514
Value of total assets at end of year2019-12-31$5,174,514
Value of total assets at beginning of year2019-12-31$4,226,574
Value of total assets at beginning of year2019-12-31$4,226,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$56,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$56,427
Total interest from all sources2019-12-31$6,074
Total interest from all sources2019-12-31$6,074
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$166,454
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$166,454
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$166,454
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$166,454
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$473,273
Contributions received from participants2019-12-31$473,273
Participant contributions at end of year2019-12-31$84,218
Participant contributions at end of year2019-12-31$84,218
Participant contributions at beginning of year2019-12-31$91,140
Participant contributions at beginning of year2019-12-31$91,140
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$5,979
Participant contributions at beginning of year2019-12-31$5,979
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$102,676
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$102,676
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$4,505
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$4,505
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$56,427
Administrative expenses (other) incurred2019-12-31$56,427
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$943,435
Value of net income/loss2019-12-31$943,435
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,170,009
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,170,009
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,226,574
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,226,574
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 registered invesment companies (eg mutual funds) at end of year2019-12-31$4,502,060
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,502,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,123,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,123,077
Interest on participant loans2019-12-31$6,074
Interest on participant loans2019-12-31$6,074
Value of interest in common/collective trusts at end of year2019-12-31$588,236
Value of interest in common/collective trusts at end of year2019-12-31$588,236
Value of interest in common/collective trusts at beginning of year2019-12-31$5,729
Value of interest in common/collective trusts at beginning of year2019-12-31$5,729
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$862,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$862,067
Net investment gain or loss from common/collective trusts2019-12-31$1,054
Net investment gain or loss from common/collective trusts2019-12-31$1,054
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$84,063
Contributions received in cash from employer2019-12-31$84,063
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$649
Employer contributions (assets) at beginning of year2019-12-31$649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$688,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$688,408
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
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 name2019-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm name2019-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2019-12-31410746749
Accountancy firm EIN2019-12-31410746749
2018 : WOODRUFF CONSTRUCTION EMPLOYEES PROFIT SHARING 401(K) PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$200,215
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$350,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$300,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$489,190
Value of total assets at end of year2018-12-31$4,226,574
Value of total assets at beginning of year2018-12-31$4,376,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$49,645
Total interest from all sources2018-12-31$4,307
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$212,644
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$212,644
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$410,126
Participant contributions at end of year2018-12-31$91,140
Participant contributions at beginning of year2018-12-31$76,440
Participant contributions at end of year2018-12-31$5,979
Participant contributions at beginning of year2018-12-31$5,148
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$9,041
Administrative expenses (other) incurred2018-12-31$49,645
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-150,043
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,226,574
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,376,617
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 registered invesment companies (eg mutual funds) at end of year2018-12-31$4,123,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,289,185
Interest on participant loans2018-12-31$4,307
Value of interest in common/collective trusts at end of year2018-12-31$5,729
Value of interest in common/collective trusts at beginning of year2018-12-31$5,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-506,053
Net investment gain or loss from common/collective trusts2018-12-31$127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$70,023
Employer contributions (assets) at end of year2018-12-31$649
Employer contributions (assets) at beginning of year2018-12-31$585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$300,613
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 name2018-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2018-12-31410746749
2017 : WOODRUFF CONSTRUCTION EMPLOYEES PROFIT SHARING 401(K) PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,145,804
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$118,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$73,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$497,072
Value of total assets at end of year2017-12-31$4,376,617
Value of total assets at beginning of year2017-12-31$3,348,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$44,301
Total interest from all sources2017-12-31$4,338
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$154,893
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$154,893
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$384,122
Participant contributions at end of year2017-12-31$76,440
Participant contributions at beginning of year2017-12-31$62,387
Participant contributions at end of year2017-12-31$5,148
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$46,734
Administrative expenses (other) incurred2017-12-31$44,301
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,027,644
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,376,617
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,348,973
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,289,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,157,358
Interest on participant loans2017-12-31$4,338
Value of interest in common/collective trusts at end of year2017-12-31$5,259
Value of interest in common/collective trusts at beginning of year2017-12-31$129,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$470,103
Net investment gain or loss from common/collective trusts2017-12-31$19,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$66,216
Employer contributions (assets) at end of year2017-12-31$585
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$73,859
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 name2017-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2017-12-31410746749

Form 5500 Responses for WOODRUFF CONSTRUCTION EMPLOYEES PROFIT SHARING 401(K) PLAN & TRUST

2022: WOODRUFF CONSTRUCTION EMPLOYEES PROFIT SHARING 401(K) PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WOODRUFF CONSTRUCTION EMPLOYEES PROFIT SHARING 401(K) PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WOODRUFF CONSTRUCTION EMPLOYEES PROFIT SHARING 401(K) PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WOODRUFF CONSTRUCTION EMPLOYEES PROFIT SHARING 401(K) PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WOODRUFF CONSTRUCTION EMPLOYEES PROFIT SHARING 401(K) PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WOODRUFF CONSTRUCTION EMPLOYEES PROFIT SHARING 401(K) PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number510668-01
Policy instance 1
Insurance contract or identification number510668-01
Number of Individuals Covered6
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number510668-01
Policy instance 1
Insurance contract or identification number510668-01
Number of Individuals Covered10
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number510668-01
Policy instance 1
Insurance contract or identification number510668-01
Number of Individuals Covered38
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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

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