IVEY MECHANICAL COMPANY, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2023 : IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2023 401k financial data |
|---|
| Total income from all sources (including contributions) | 2023-12-31 | $7,406,274 |
| Total of all expenses incurred | 2023-12-31 | $6,528,080 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $4,850,519 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $7,367,620 |
| Value of total assets at end of year | 2023-12-31 | $3,073,839 |
| Value of total assets at beginning of year | 2023-12-31 | $2,195,645 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $1,677,561 |
| Total interest from all sources | 2023-12-31 | $38,654 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $2,223,554 |
| Total non interest bearing cash at end of year | 2023-12-31 | $3,073,839 |
| Total non interest bearing cash at beginning of year | 2023-12-31 | $2,195,645 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Income. Non cash contributions | 2023-12-31 | $228,591 |
| Value of net income/loss | 2023-12-31 | $878,194 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $3,073,839 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,195,645 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $38,654 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-12-31 | $228,591 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $4,915,475 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $4,621,928 |
| Contract administrator fees | 2023-12-31 | $1,677,561 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2023-12-31 | No |
| Did the plan have assets held for investment | 2023-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | CARR, RIGGS & INGRAM, LLC |
| Accountancy firm EIN | 2023-12-31 | 721396621 |
| Total income from all sources (including contributions) | 2023-01-01 | $7,406,274 |
| Total of all expenses incurred | 2023-01-01 | $6,528,080 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $4,850,519 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $7,367,620 |
| Value of total assets at end of year | 2023-01-01 | $3,073,839 |
| Value of total assets at beginning of year | 2023-01-01 | $2,195,645 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $1,677,561 |
| Total interest from all sources | 2023-01-01 | $38,654 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $2,223,554 |
| Total non interest bearing cash at end of year | 2023-01-01 | $3,073,839 |
| Total non interest bearing cash at beginning of year | 2023-01-01 | $2,195,645 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Income. Non cash contributions | 2023-01-01 | $228,591 |
| Value of net income/loss | 2023-01-01 | $878,194 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $3,073,839 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $2,195,645 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-01-01 | $38,654 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-01-01 | $228,591 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $4,915,475 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $4,621,928 |
| Contract administrator fees | 2023-01-01 | $1,677,561 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2023-01-01 | No |
| Did the plan have assets held for investment | 2023-01-01 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | CARR, RIGGS & INGRAM, LLC |
| Accountancy firm EIN | 2023-01-01 | 721396621 |
| 2022 : IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-12-31 | $6,902,191 |
| Total of all expenses incurred | 2022-12-31 | $6,127,272 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $4,667,459 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $6,897,788 |
| Value of total assets at end of year | 2022-12-31 | $2,195,645 |
| Value of total assets at beginning of year | 2022-12-31 | $1,420,726 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,459,813 |
| Total interest from all sources | 2022-12-31 | $4,403 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $2,102,299 |
| Total non interest bearing cash at end of year | 2022-12-31 | $2,195,645 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $1,420,726 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Income. Non cash contributions | 2022-12-31 | $169,690 |
| Value of net income/loss | 2022-12-31 | $774,919 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,195,645 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,420,726 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $4,403 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $169,690 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $4,625,799 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $4,497,769 |
| Contract administrator fees | 2022-12-31 | $1,459,813 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
| Did the plan have assets held for investment | 2022-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | CARR, RIGGS & INGRAM, LLC |
| Accountancy firm EIN | 2022-12-31 | 721396621 |
| Total income from all sources (including contributions) | 2022-01-01 | $6,902,191 |
| Total of all expenses incurred | 2022-01-01 | $6,127,272 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $4,667,459 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $6,897,788 |
| Value of total assets at end of year | 2022-01-01 | $2,195,645 |
| Value of total assets at beginning of year | 2022-01-01 | $1,420,726 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $1,459,813 |
| Total interest from all sources | 2022-01-01 | $4,403 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $2,102,299 |
| Total non interest bearing cash at end of year | 2022-01-01 | $2,195,645 |
| Total non interest bearing cash at beginning of year | 2022-01-01 | $1,420,726 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Income. Non cash contributions | 2022-01-01 | $169,690 |
| Value of net income/loss | 2022-01-01 | $774,919 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $2,195,645 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $1,420,726 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-01-01 | $4,403 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-01-01 | $169,690 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $4,625,799 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $4,497,769 |
| Contract administrator fees | 2022-01-01 | $1,459,813 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-01-01 | No |
| Did the plan have assets held for investment | 2022-01-01 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | CARR, RIGGS & INGRAM, LLC |
| Accountancy firm EIN | 2022-01-01 | 721396621 |
| 2021 : IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2021 401k financial data |
|---|
| Total income from all sources (including contributions) | 2021-12-31 | $6,839,545 |
| Total of all expenses incurred | 2021-12-31 | $6,910,053 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $5,419,789 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $6,838,173 |
| Value of total assets at end of year | 2021-12-31 | $1,420,726 |
| Value of total assets at beginning of year | 2021-12-31 | $1,491,234 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,490,264 |
| Total interest from all sources | 2021-12-31 | $1,372 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $2,104,690 |
| Total non interest bearing cash at end of year | 2021-12-31 | $1,420,726 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $1,491,234 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Income. Non cash contributions | 2021-12-31 | $168,026 |
| Value of net income/loss | 2021-12-31 | $-70,508 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,420,726 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,491,234 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $1,372 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $168,026 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $4,565,457 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $5,251,763 |
| Contract administrator fees | 2021-12-31 | $1,490,264 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
| Did the plan have assets held for investment | 2021-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | CARR, RIGGS & INGRAM, LLC |
| Accountancy firm EIN | 2021-12-31 | 721396621 |
| 2020 : IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-12-31 | $7,201,081 |
| Total of all expenses incurred | 2020-12-31 | $6,244,733 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $4,680,739 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $7,199,938 |
| Value of total assets at end of year | 2020-12-31 | $1,491,234 |
| Value of total assets at beginning of year | 2020-12-31 | $534,886 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,563,994 |
| Total interest from all sources | 2020-12-31 | $1,143 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $2,137,619 |
| Total non interest bearing cash at end of year | 2020-12-31 | $1,491,234 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $534,886 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Income. Non cash contributions | 2020-12-31 | $180,129 |
| Value of net income/loss | 2020-12-31 | $956,348 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,491,234 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $534,886 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $1,143 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $180,129 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $4,882,190 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $4,500,610 |
| Contract administrator fees | 2020-12-31 | $1,563,994 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
| Did the plan have assets held for investment | 2020-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | CARR, RIGGS & INGRAM, LLC |
| Accountancy firm EIN | 2020-12-31 | 721396621 |
| 2019 : IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2019 401k financial data |
|---|
| Total income from all sources (including contributions) | 2019-12-31 | $7,849,799 |
| Total income from all sources (including contributions) | 2019-12-31 | $7,849,799 |
| Total of all expenses incurred | 2019-12-31 | $8,188,863 |
| Total of all expenses incurred | 2019-12-31 | $8,188,863 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $6,280,359 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $6,280,359 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $7,848,813 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $7,848,813 |
| Value of total assets at end of year | 2019-12-31 | $534,886 |
| Value of total assets at end of year | 2019-12-31 | $534,886 |
| Value of total assets at beginning of year | 2019-12-31 | $873,950 |
| Value of total assets at beginning of year | 2019-12-31 | $873,950 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,908,504 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,908,504 |
| Total interest from all sources | 2019-12-31 | $986 |
| Total interest from all sources | 2019-12-31 | $986 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $2,251,846 |
| Contributions received from participants | 2019-12-31 | $2,251,846 |
| Total non interest bearing cash at end of year | 2019-12-31 | $534,886 |
| Total non interest bearing cash at end of year | 2019-12-31 | $534,886 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $873,950 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $873,950 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Income. Non cash contributions | 2019-12-31 | $2,135,604 |
| Income. Non cash contributions | 2019-12-31 | $2,135,604 |
| Value of net income/loss | 2019-12-31 | $-339,064 |
| Value of net income/loss | 2019-12-31 | $-339,064 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $534,886 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $534,886 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $873,950 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $873,950 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $986 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $986 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $227,100 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $227,100 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $3,461,363 |
| Contributions received in cash from employer | 2019-12-31 | $3,461,363 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $6,053,259 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $6,053,259 |
| Contract administrator fees | 2019-12-31 | $1,908,504 |
| Contract administrator fees | 2019-12-31 | $1,908,504 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
| Did the plan have assets held for investment | 2019-12-31 | No |
| Did the plan have assets held for investment | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | CARR, RIGGS & INGRAM, LLC |
| Accountancy firm name | 2019-12-31 | CARR, RIGGS & INGRAM, LLC |
| Accountancy firm EIN | 2019-12-31 | 721396621 |
| Accountancy firm EIN | 2019-12-31 | 721396621 |
| 2018 : IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2018 401k financial data |
|---|
| Total income from all sources (including contributions) | 2018-12-31 | $7,526,737 |
| Total of all expenses incurred | 2018-12-31 | $8,221,701 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $6,517,649 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $7,525,105 |
| Value of total assets at end of year | 2018-12-31 | $873,950 |
| Value of total assets at beginning of year | 2018-12-31 | $1,568,914 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,704,052 |
| Total interest from all sources | 2018-12-31 | $1,632 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $2,184,485 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $221,083 |
| Total non interest bearing cash at end of year | 2018-12-31 | $873,950 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $968,593 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Income. Non cash contributions | 2018-12-31 | $1,949,570 |
| Value of net income/loss | 2018-12-31 | $-694,964 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $873,950 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,568,914 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $1,632 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $245,518 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $3,391,050 |
| Employer contributions (assets) at end of year | 2018-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $379,238 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $6,272,131 |
| Contract administrator fees | 2018-12-31 | $1,704,052 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
| Did the plan have assets held for investment | 2018-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | CARR, RIGGS & INGRAM, LLC |
| Accountancy firm EIN | 2018-12-31 | 721396621 |
| 2017 : IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2017 401k financial data |
|---|
| Total income from all sources (including contributions) | 2017-12-31 | $6,794,955 |
| Total of all expenses incurred | 2017-12-31 | $7,168,092 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $5,888,352 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $6,792,889 |
| Value of total assets at end of year | 2017-12-31 | $1,568,914 |
| Value of total assets at beginning of year | 2017-12-31 | $1,942,051 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,279,740 |
| Total interest from all sources | 2017-12-31 | $2,066 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $1,932,056 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $221,083 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $164,842 |
| Total non interest bearing cash at end of year | 2017-12-31 | $968,593 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $1,387,394 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Income. Non cash contributions | 2017-12-31 | $1,497,735 |
| Value of net income/loss | 2017-12-31 | $-373,137 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,568,914 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,942,051 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $2,066 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $217,995 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $3,363,098 |
| Employer contributions (assets) at end of year | 2017-12-31 | $379,238 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $389,815 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $5,670,357 |
| Contract administrator fees | 2017-12-31 | $1,279,740 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
| Did the plan have assets held for investment | 2017-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | CARR, RIGGS & INGRAM, LLC |
| Accountancy firm EIN | 2017-12-31 | 721396621 |
| 2016 : IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2016 401k financial data |
|---|
| Total income from all sources (including contributions) | 2016-12-31 | $6,099,060 |
| Total of all expenses incurred | 2016-12-31 | $6,216,099 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $5,178,539 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $5,931,571 |
| Value of total assets at end of year | 2016-12-31 | $1,942,051 |
| Value of total assets at beginning of year | 2016-12-31 | $2,059,090 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,037,560 |
| Total interest from all sources | 2016-12-31 | $2,647 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $1,769,587 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $164,842 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $185,974 |
| Other income not declared elsewhere | 2016-12-31 | $164,842 |
| Total non interest bearing cash at end of year | 2016-12-31 | $1,387,394 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $1,633,542 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Income. Non cash contributions | 2016-12-31 | $1,208,475 |
| Value of net income/loss | 2016-12-31 | $-117,039 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,942,051 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,059,090 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $2,647 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $193,195 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $2,953,509 |
| Employer contributions (assets) at end of year | 2016-12-31 | $389,815 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $239,574 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $4,985,344 |
| Contract administrator fees | 2016-12-31 | $1,037,560 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
| Did the plan have assets held for investment | 2016-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | CARR, RIGGS & INGRAM, LLC |
| Accountancy firm EIN | 2016-12-31 | 721396621 |
| 2015 : IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2015 401k financial data |
|---|
| Total income from all sources (including contributions) | 2015-12-31 | $4,228,526 |
| Total of all expenses incurred | 2015-12-31 | $4,138,747 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $3,570,550 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $4,028,319 |
| Value of total assets at end of year | 2015-12-31 | $2,059,090 |
| Value of total assets at beginning of year | 2015-12-31 | $1,969,311 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $568,197 |
| Total interest from all sources | 2015-12-31 | $2,997 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $1,120,106 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $185,974 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $66,586 |
| Other income not declared elsewhere | 2015-12-31 | $197,210 |
| Total non interest bearing cash at end of year | 2015-12-31 | $1,633,542 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $1,902,725 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Income. Non cash contributions | 2015-12-31 | $738,182 |
| Value of net income/loss | 2015-12-31 | $89,779 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $2,059,090 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,969,311 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $2,997 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $169,985 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $2,170,031 |
| Employer contributions (assets) at end of year | 2015-12-31 | $239,574 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $3,400,565 |
| Contract administrator fees | 2015-12-31 | $568,197 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
| Did the plan have assets held for investment | 2015-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | CARR, RIGGS & INGRAM, LLC |
| Accountancy firm EIN | 2015-12-31 | 721396621 |
| 2014 : IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2014 401k financial data |
|---|
| Total income from all sources (including contributions) | 2014-12-31 | $4,778,864 |
| Total of all expenses incurred | 2014-12-31 | $4,824,541 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $4,253,370 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $3,788,222 |
| Value of total assets at end of year | 2014-12-31 | $1,969,311 |
| Value of total assets at beginning of year | 2014-12-31 | $2,014,988 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $571,171 |
| Total interest from all sources | 2014-12-31 | $2,305 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $1,206,950 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $66,586 |
| Other income not declared elsewhere | 2014-12-31 | $988,337 |
| Total non interest bearing cash at end of year | 2014-12-31 | $1,902,725 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $2,014,988 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Income. Non cash contributions | 2014-12-31 | $729,153 |
| Value of net income/loss | 2014-12-31 | $-45,677 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $1,969,311 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,014,988 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $2,305 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $157,982 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $1,852,119 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $4,095,388 |
| Contract administrator fees | 2014-12-31 | $571,171 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
| Did the plan have assets held for investment | 2014-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | CARR, RIGGS & INGRAM, LLC |
| Accountancy firm EIN | 2014-12-31 | 721396621 |
| 2013 : IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2013 401k financial data |
|---|
| Total income from all sources (including contributions) | 2013-12-31 | $3,254,391 |
| Total of all expenses incurred | 2013-12-31 | $3,478,134 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,966,107 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $3,254,189 |
| Value of total assets at end of year | 2013-12-31 | $2,014,988 |
| Value of total assets at beginning of year | 2013-12-31 | $2,238,731 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $512,027 |
| Total interest from all sources | 2013-12-31 | $202 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $1,098,789 |
| Total non interest bearing cash at end of year | 2013-12-31 | $2,014,988 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $2,238,731 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Income. Non cash contributions | 2013-12-31 | $664,532 |
| Value of net income/loss | 2013-12-31 | $-223,743 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $2,014,988 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,238,731 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $202 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $152,505 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $1,490,868 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,813,602 |
| Contract administrator fees | 2013-12-31 | $512,027 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
| Did the plan have assets held for investment | 2013-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | CARR, RIGGS & INGRAM, LLC |
| Accountancy firm EIN | 2013-12-31 | 721396621 |
| 2012 : IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2012 401k financial data |
|---|
| Total income from all sources (including contributions) | 2012-12-31 | $4,225,767 |
| Total of all expenses incurred | 2012-12-31 | $4,494,172 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $3,835,019 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $4,225,515 |
| Value of total assets at end of year | 2012-12-31 | $2,238,731 |
| Value of total assets at beginning of year | 2012-12-31 | $2,507,136 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $659,153 |
| Total interest from all sources | 2012-12-31 | $252 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $1,274,326 |
| Total non interest bearing cash at end of year | 2012-12-31 | $2,238,731 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $2,507,136 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Income. Non cash contributions | 2012-12-31 | $838,739 |
| Value of net income/loss | 2012-12-31 | $-268,405 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,238,731 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,507,136 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $252 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $179,586 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $2,112,450 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $3,655,433 |
| Contract administrator fees | 2012-12-31 | $659,153 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
| Did the plan have assets held for investment | 2012-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | CARR, RIGGS & INGRAM, LLC |
| Accountancy firm EIN | 2012-12-31 | 721396621 |
| 2011 : IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2011 401k financial data |
|---|
| Total income from all sources (including contributions) | 2011-12-31 | $4,220,575 |
| Total of all expenses incurred | 2011-12-31 | $4,207,062 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $3,468,291 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $4,220,337 |
| Value of total assets at end of year | 2011-12-31 | $2,507,136 |
| Value of total assets at beginning of year | 2011-12-31 | $2,493,623 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $738,771 |
| Total interest from all sources | 2011-12-31 | $238 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $1,247,149 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $12,979 |
| Total non interest bearing cash at end of year | 2011-12-31 | $2,507,136 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $2,480,644 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Income. Non cash contributions | 2011-12-31 | $909,586 |
| Value of net income/loss | 2011-12-31 | $13,513 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $2,507,136 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,493,623 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $238 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $170,815 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $2,063,602 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $3,297,476 |
| Contract administrator fees | 2011-12-31 | $738,771 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
| Did the plan have assets held for investment | 2011-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | CARR, RIGGS & INGRAM, LLC |
| Accountancy firm EIN | 2011-12-31 | 721396621 |
| 2010 : IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2010 401k financial data |
|---|
| Total income from all sources (including contributions) | 2010-12-31 | $4,037,839 |
| Total of all expenses incurred | 2010-12-31 | $4,091,391 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $3,379,340 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $3,916,596 |
| Value of total assets at end of year | 2010-12-31 | $2,493,623 |
| Value of total assets at beginning of year | 2010-12-31 | $2,547,175 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $712,051 |
| Total interest from all sources | 2010-12-31 | $378 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $1,237,182 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $12,979 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $112,003 |
| Other income not declared elsewhere | 2010-12-31 | $120,865 |
| Total non interest bearing cash at end of year | 2010-12-31 | $2,480,644 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $2,435,172 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Income. Non cash contributions | 2010-12-31 | $870,181 |
| Value of net income/loss | 2010-12-31 | $-53,552 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $2,493,623 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,547,175 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $378 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $158,130 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $1,809,233 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $3,221,210 |
| Contract administrator fees | 2010-12-31 | $712,051 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
| Did the plan have assets held for investment | 2010-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | CARR, RIGGS & INGRAM, LLC |
| Accountancy firm EIN | 2010-12-31 | 721396621 |
