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THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameTHE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

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

401k Sponsoring company profile

THE ASHTON COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE ASHTON COMPANY, INC.
Employer identification number (EIN):860104787
NAIC Classification:237990
NAIC Description:Other Heavy and Civil Engineering Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHRIS ROGERS2024-10-10
0012022-01-01LAWRENCE ASHTON2023-10-05
0012021-01-01LAWRENCE ASHTON2022-10-12
0012020-01-01LAWRENCE ASHTON2021-10-06
0012019-01-01LAWRENCE ASHTON2020-10-13
0012017-01-01DIANA GRAY
0012016-01-01WILLIAM R VAIL
0012015-01-01WILLIAM R VAIL G. RICHARD KETCHUM2016-10-06
0012014-01-01WILLIAM R VAIL G. RICHARD KETCHUM2015-10-12
0012013-01-01WILLIAM R. VAIL G. RICHARD KETCHUM2014-10-09
0012012-01-01WILLIAM R. VAIL G. RICHARD KETCHUM2013-10-10
0012011-01-01WILLIAM R. VAIL G. RICHARD KETCHUM2012-10-10
0012009-01-01WILLIAM R. VAIL G. RICHARD KETCHUM2010-10-07
0012009-01-01WILLIAM R. VAIL G. RICHARD KETCHUM2010-10-07

Plan Statistics for THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2023: THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-01183
Total number of active participants reported on line 7a of the Form 55002023-01-01128
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0146
Total of all active and inactive participants2023-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-013
Total participants2023-01-01177
Number of participants with account balances2023-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0116
2022: THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01181
Total number of active participants reported on line 7a of the Form 55002022-01-01122
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0147
Total of all active and inactive participants2022-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01172
Number of participants with account balances2022-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0123
2021: THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01227
Total number of active participants reported on line 7a of the Form 55002021-01-01125
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0152
Total of all active and inactive participants2021-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-01181
Number of participants with account balances2021-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0126
2020: THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01396
Total number of active participants reported on line 7a of the Form 55002020-01-01162
Number of other retired or separated participants entitled to future benefits2020-01-0162
Total of all active and inactive participants2020-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01227
Number of participants with account balances2020-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0137
2019: THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01358
Total number of active participants reported on line 7a of the Form 55002019-01-01342
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0151
Total of all active and inactive participants2019-01-01393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01396
Number of participants with account balances2019-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0135
2017: THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01247
Total number of active participants reported on line 7a of the Form 55002017-01-01279
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0126
Total of all active and inactive participants2017-01-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01306
Number of participants with account balances2017-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0124
2016: THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01260
Total number of active participants reported on line 7a of the Form 55002016-01-01207
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0140
Total of all active and inactive participants2016-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01247
Number of participants with account balances2016-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0112
2015: THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01237
Total number of active participants reported on line 7a of the Form 55002015-01-01193
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0141
Total of all active and inactive participants2015-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01234
Number of participants with account balances2015-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0111
2014: THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01198
Total number of active participants reported on line 7a of the Form 55002014-01-01189
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0126
Total of all active and inactive participants2014-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01215
Number of participants with account balances2014-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0124
2013: THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01273
Total number of active participants reported on line 7a of the Form 55002013-01-01179
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0119
Total of all active and inactive participants2013-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01198
Number of participants with account balances2013-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0131
2012: THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01300
Total number of active participants reported on line 7a of the Form 55002012-01-01237
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0136
Total of all active and inactive participants2012-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01273
Number of participants with account balances2012-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0132
2011: THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01246
Total number of active participants reported on line 7a of the Form 55002011-01-01257
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-0139
Total of all active and inactive participants2011-01-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01299
Number of participants with account balances2011-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0122
2009: THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01298
Total number of active participants reported on line 7a of the Form 55002009-01-01189
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0145
Total of all active and inactive participants2009-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01234
Number of participants with account balances2009-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0129

Financial Data on THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2023 : THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$1,199,547
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$650,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$643,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$294,891
Value of total assets at end of year2023-12-31$6,532,279
Value of total assets at beginning of year2023-12-31$5,983,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$7,489
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$216,428
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$216,428
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$237,328
Participant contributions at end of year2023-12-31$1,965
Total non interest bearing cash at end of year2023-12-31$3,754
Total non interest bearing cash at beginning of year2023-12-31$35
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$548,720
Value of net assets at end of year (total assets less liabilities)2023-12-31$6,532,279
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$5,983,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$6,080,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$5,586,647
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$445,920
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$396,877
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$396,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$688,228
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$57,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$643,338
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MORRISON, CLARK AND COMPANY CPAS
Accountancy firm EIN2023-12-31201726469
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$1,199,547
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$650,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$643,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$294,891
Value of total assets at end of year2023-01-01$6,532,279
Value of total assets at beginning of year2023-01-01$5,983,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$7,489
Total interest from all sources2023-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$216,428
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$216,428
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$1,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$237,328
Participant contributions at end of year2023-01-01$1,965
Total non interest bearing cash at end of year2023-01-01$3,754
Total non interest bearing cash at beginning of year2023-01-01$35
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$548,720
Value of net assets at end of year (total assets less liabilities)2023-01-01$6,532,279
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$5,983,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$6,080,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$5,586,647
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$445,920
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$688,228
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$57,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$643,338
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01MORRISON, CLARK AND COMPANY CPAS
Accountancy firm EIN2023-01-01201726469
2022 : THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND 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$0
Total income from all sources (including contributions)2022-12-31$-1,067,487
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,986,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,984,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$193,370
Value of total assets at end of year2022-12-31$5,983,559
Value of total assets at beginning of year2022-12-31$9,037,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,605
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$168,012
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$168,012
Administrative expenses professional fees incurred2022-12-31$1,605
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$161,137
Total non interest bearing cash at end of year2022-12-31$35
Total non interest bearing cash at beginning of year2022-12-31$3,221
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,053,608
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,983,559
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,037,167
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$5,586,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,355,076
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$396,877
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$578,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$578,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,428,869
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$32,233
Employer contributions (assets) at beginning of year2022-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,984,516
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 name2022-12-31MORRISON, CLARK AND COMPANY CPAS
Accountancy firm EIN2022-12-31201726469
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-1,067,487
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$1,986,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$1,984,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$193,370
Value of total assets at end of year2022-01-01$5,983,559
Value of total assets at beginning of year2022-01-01$9,037,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$1,605
Total interest from all sources2022-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$168,012
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$168,012
Administrative expenses professional fees incurred2022-01-01$1,605
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$161,137
Total non interest bearing cash at end of year2022-01-01$35
Total non interest bearing cash at beginning of year2022-01-01$3,221
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-3,053,608
Value of net assets at end of year (total assets less liabilities)2022-01-01$5,983,559
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$9,037,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$5,586,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$8,355,076
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$396,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-1,428,869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$32,233
Employer contributions (assets) at beginning of year2022-01-01$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$1,984,516
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01MORRISON, CLARK AND COMPANY CPAS
Accountancy firm EIN2022-01-01201726469
2021 : THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND 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$1,391,396
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,859,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,857,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$329,235
Value of total assets at end of year2021-12-31$9,037,167
Value of total assets at beginning of year2021-12-31$9,505,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,610
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,016,089
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,016,089
Administrative expenses professional fees incurred2021-12-31$2,610
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$188,011
Total non interest bearing cash at end of year2021-12-31$3,221
Total non interest bearing cash at beginning of year2021-12-31$4,510
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-468,587
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,037,167
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,505,754
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$8,355,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,861,423
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$578,870
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$459,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$459,821
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$46,072
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$141,224
Employer contributions (assets) at end of year2021-12-31$100,000
Employer contributions (assets) at beginning of year2021-12-31$180,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,857,373
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 name2021-12-31MORRISON, CLARK & COMPANY CPAS, PLL
Accountancy firm EIN2021-12-31201726469
2020 : THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND 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$0
Total income from all sources (including contributions)2020-12-31$1,849,251
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,839,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,838,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$454,523
Value of total assets at end of year2020-12-31$9,505,754
Value of total assets at beginning of year2020-12-31$11,495,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,050
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$301,945
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$301,945
Administrative expenses professional fees incurred2020-12-31$1,050
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$218,619
Total non interest bearing cash at end of year2020-12-31$4,510
Total non interest bearing cash at beginning of year2020-12-31$5,758
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-1,990,202
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,505,754
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,495,956
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$8,861,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,906,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$459,821
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$476,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$476,299
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,092,783
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$235,904
Employer contributions (assets) at end of year2020-12-31$180,000
Employer contributions (assets) at beginning of year2020-12-31$107,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,838,403
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31BEACHFLEISCHMAN, PC
Accountancy firm EIN2020-12-31860683059
2019 : THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND 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$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$2,593,830
Total income from all sources (including contributions)2019-12-31$2,593,830
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$1,726,635
Total of all expenses incurred2019-12-31$1,726,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,725,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,725,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$488,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$488,765
Value of total assets at end of year2019-12-31$11,495,956
Value of total assets at beginning of year2019-12-31$10,628,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,045
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$316,643
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$316,643
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$316,643
Administrative expenses professional fees incurred2019-12-31$1,045
Administrative expenses professional fees incurred2019-12-31$1,045
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$288,446
Contributions received from participants2019-12-31$288,446
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$21,000
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$21,000
Total non interest bearing cash at end of year2019-12-31$5,758
Total non interest bearing cash at beginning of year2019-12-31$100,878
Total non interest bearing cash at beginning of year2019-12-31$100,878
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$867,195
Value of net income/loss2019-12-31$867,195
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,495,956
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,495,956
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,628,761
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$10,906,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,131,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,131,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$476,299
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,396,677
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,396,677
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,396,677
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,396,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,788,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,788,422
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$179,319
Contributions received in cash from employer2019-12-31$179,319
Employer contributions (assets) at end of year2019-12-31$107,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,725,590
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,725,590
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 name2019-12-31BLEACHFLEISHMAN, PC
Accountancy firm name2019-12-31BLEACHFLEISHMAN, PC
Accountancy firm EIN2019-12-31860683059
Accountancy firm EIN2019-12-31860683059
2018 : THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND 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$0
Total income from all sources (including contributions)2018-12-31$-23,143
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,417,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,415,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$517,772
Value of total assets at end of year2018-12-31$10,628,761
Value of total assets at beginning of year2018-12-31$12,069,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,423
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$308,393
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$308,393
Administrative expenses professional fees incurred2018-12-31$2,423
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$291,029
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$40,725
Total non interest bearing cash at end of year2018-12-31$100,878
Total non interest bearing cash at beginning of year2018-12-31$106,749
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,440,916
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,628,761
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,069,677
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$9,131,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,143,743
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,396,677
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,819,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,819,185
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-849,308
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$186,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,415,350
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 name2018-12-31BEACHFLEISHMAN, PC
Accountancy firm EIN2018-12-31860683059
2017 : THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND 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$1,980,571
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,974,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,968,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$501,963
Value of total assets at end of year2017-12-31$12,069,677
Value of total assets at beginning of year2017-12-31$12,063,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,933
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$256,884
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$256,884
Administrative expenses professional fees incurred2017-12-31$5,933
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$309,024
Total non interest bearing cash at end of year2017-12-31$106,749
Total non interest bearing cash at beginning of year2017-12-31$636,275
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$5,792
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,069,677
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,063,885
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$10,143,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,246,519
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,819,185
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,181,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,181,091
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,221,724
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$192,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,968,846
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 name2017-12-31BEACHFLEISHMAN, PC
Accountancy firm EIN2017-12-31860683059
2016 : THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,637,704
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,278,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,276,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$995,858
Value of total assets at end of year2016-12-31$12,063,885
Value of total assets at beginning of year2016-12-31$11,705,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,613
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$209,397
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$209,397
Administrative expenses professional fees incurred2016-12-31$2,613
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$273,430
Total non interest bearing cash at end of year2016-12-31$636,275
Total non interest bearing cash at beginning of year2016-12-31$130,234
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$358,816
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,063,885
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,705,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,246,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,932,277
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,181,091
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,642,558
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,642,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$432,449
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$722,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,276,275
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31REGIER CARR AND MONROE, LLP, CPAS
Accountancy firm EIN2016-12-31480573184
2015 : THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$429,301
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$499,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$497,838
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$472,154
Value of total assets at end of year2015-12-31$11,705,069
Value of total assets at beginning of year2015-12-31$11,775,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,505
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$292,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$292,040
Administrative expenses professional fees incurred2015-12-31$1,505
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$256,763
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$60
Total non interest bearing cash at end of year2015-12-31$130,234
Total non interest bearing cash at beginning of year2015-12-31$98,053
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-70,042
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,705,069
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,775,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,932,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,005,016
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,642,558
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,672,042
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,672,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-334,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$215,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$497,838
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31REGIER CARR AND MONROE, LLP, CPAS
Accountancy firm EIN2015-12-31480573184
2014 : THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,191,339
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$822,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$819,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$451,266
Value of total assets at end of year2014-12-31$11,775,111
Value of total assets at beginning of year2014-12-31$11,406,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,243
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$171,033
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$171,033
Administrative expenses professional fees incurred2014-12-31$3,243
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$303,719
Total non interest bearing cash at end of year2014-12-31$98,053
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$368,442
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,775,111
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,406,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,005,016
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,114,737
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,672,042
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$5,291,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$5,291,932
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$569,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$147,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$819,654
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31REGIER CARR & MONROE, LLP, CPAS
Accountancy firm EIN2014-12-31480573184
2013 : THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,596,165
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$690,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$684,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$551,874
Value of total assets at end of year2013-12-31$11,406,669
Value of total assets at beginning of year2013-12-31$10,501,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,781
Total interest from all sources2013-12-31$525
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$292,653
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$292,653
Administrative expenses professional fees incurred2013-12-31$5,781
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$267,451
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,307
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$445
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$905,629
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,406,669
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,501,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,114,737
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,111,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$5,291,932
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$5,389,273
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$5,389,273
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$751,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$280,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$684,755
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PARSONS DOOLEY & STEPHAN, PC, CPAS
Accountancy firm EIN2013-12-31860388151
2012 : THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$85
Total income from all sources (including contributions)2012-12-31$1,888,624
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,023,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$995,766
Value of total corrective distributions2012-12-31$18,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$562,317
Value of total assets at end of year2012-12-31$10,501,040
Value of total assets at beginning of year2012-12-31$9,636,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,733
Total interest from all sources2012-12-31$182
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$200,368
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$200,368
Administrative expenses professional fees incurred2012-12-31$9,733
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$267,141
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,428
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$85
Other income not declared elsewhere2012-12-31$445
Total non interest bearing cash at end of year2012-12-31$445
Total non interest bearing cash at beginning of year2012-12-31$6,398
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$865,115
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,501,040
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,635,925
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,111,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,780,058
Income. Interest from US Government securities2012-12-31$182
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$5,389,273
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$849,554
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$849,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,125,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$293,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$995,766
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PARSONS DOOLEY & STEPHAN, PC, CPAS
Accountancy firm EIN2012-12-31860388151
2011 : THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$85
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$247,461
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,188,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,175,659
Value of total corrective distributions2011-12-31$4,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$507,640
Value of total assets at end of year2011-12-31$9,636,010
Value of total assets at beginning of year2011-12-31$10,576,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,955
Total interest from all sources2011-12-31$182
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$241,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$241,105
Administrative expenses professional fees incurred2011-12-31$7,955
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$304,455
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$85
Total non interest bearing cash at end of year2011-12-31$6,398
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-940,585
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,635,925
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,576,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,780,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,821,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$849,554
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$754,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$754,758
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$182
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-501,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$203,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,175,659
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PARSONS DOOLEY & STEPHAN, PC, CPAS
Accountancy firm EIN2011-12-31860388151
2010 : THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,480,972
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,141,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,135,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$926,488
Value of total assets at end of year2010-12-31$10,576,510
Value of total assets at beginning of year2010-12-31$9,236,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,008
Total interest from all sources2010-12-31$77
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$212,909
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$212,909
Administrative expenses professional fees incurred2010-12-31$6,008
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$342,319
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$2,730
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,339,615
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,576,510
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,236,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,821,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,688,643
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$754,758
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,545,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,545,522
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$77
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,341,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$584,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,135,349
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PARSONS DOOLEY & STEPHAN, PC, CPAS
Accountancy firm EIN2010-12-31860388151
2009 : THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND TRUST

2023: THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND 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
2017: THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND 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
2016: THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE ASHTON COMPANY, INC. CONTRACTORS AND ENGINEERS 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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