401k Plan data: ALDER CONSTRUCTION COMPANY TAX-DEFERRED SAVINGS RETIREMENT PLAN plan

ALDER CONSTRUCTION COMPANY TAX-DEFERRED SAVINGS RETIREMENT PLAN 401k Plan overview

Plan Name	ALDER CONSTRUCTION COMPANY TAX-DEFERRED SAVINGS RETIREMENT PLAN
Plan identification number	003

ALDER CONSTRUCTION COMPANY TAX-DEFERRED SAVINGS RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

ALDER CONSTRUCTION COMPANY has sponsored the creation of one or more 401k plans.

Company Name: ALDER CONSTRUCTION COMPANY

Employer identification number (EIN): 870272033

NAIC Classification: 236200

Additional information about ALDER CONSTRUCTION COMPANY

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2010-04-14

Company Identification Number: 0801256610

Legal Registered Office Address: 3939 S 500 W

SALT LAKE CTY
United States of America (USA)
84123

More information about ALDER CONSTRUCTION COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALDER CONSTRUCTION COMPANY TAX-DEFERRED SAVINGS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2019-01-01 SHELLIE THOMPSON 2020-04-10
003 2018-01-01 SHELLIE THOMPSON 2019-05-17
003 2017-01-01 SHELLIE THOMPSON 2018-06-20
003 2016-01-01 WENDY MICELI 2017-03-07
003 2015-01-01 WENDY MICELI 2016-04-18
003 2014-01-01 BRUCE ALDER 2015-05-13
003 2013-01-01 BRUCE ALDER 2015-03-31
003 2012-01-01 BRUCE ALDER
003 2011-01-01 BRUCE ALDER
003 2009-01-01 BRUCE ALDER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2019-01-01	SHELLIE THOMPSON	2020-04-10
003	2018-01-01	SHELLIE THOMPSON	2019-05-17
003	2017-01-01	SHELLIE THOMPSON	2018-06-20
003	2016-01-01	WENDY MICELI	2017-03-07
003	2015-01-01	WENDY MICELI	2016-04-18
003	2014-01-01	BRUCE ALDER	2015-05-13
003	2013-01-01	BRUCE ALDER	2015-03-31
003	2012-01-01	BRUCE ALDER
003	2011-01-01	BRUCE ALDER
003	2009-01-01	BRUCE ALDER

Plan Statistics for ALDER CONSTRUCTION COMPANY TAX-DEFERRED SAVINGS RETIREMENT PLAN

401k plan membership statisitcs for ALDER CONSTRUCTION COMPANY TAX-DEFERRED SAVINGS RETIREMENT PLAN

Measure Date Value
2012: ALDER CONSTRUCTION COMPANY TAX-DEFERRED SAVINGS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 52
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 7
Total of all active and inactive participants 2012-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 61
Number of participants with account balances 2012-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ALDER CONSTRUCTION COMPANY TAX-DEFERRED SAVINGS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 48
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 9
Total of all active and inactive participants 2011-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 59
Number of participants with account balances 2011-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: ALDER CONSTRUCTION COMPANY TAX-DEFERRED SAVINGS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 82
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 53
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 9
Total of all active and inactive participants 2009-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 63
Number of participants with account balances 2009-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: ALDER CONSTRUCTION COMPANY TAX-DEFERRED SAVINGS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	52
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	7
Total of all active and inactive participants	2012-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	61
Number of participants with account balances	2012-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ALDER CONSTRUCTION COMPANY TAX-DEFERRED SAVINGS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	48
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	9
Total of all active and inactive participants	2011-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	59
Number of participants with account balances	2011-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: ALDER CONSTRUCTION COMPANY TAX-DEFERRED SAVINGS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	82
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	53
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	9
Total of all active and inactive participants	2009-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	63
Number of participants with account balances	2009-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ALDER CONSTRUCTION COMPANY TAX-DEFERRED SAVINGS RETIREMENT PLAN

Measure	Date	Value
2012 : ALDER CONSTRUCTION COMPANY TAX-DEFERRED SAVINGS RETIREMENT PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$1,215
Total income from all sources	2012-12-31	$308,461
Expenses. Total of all expenses incurred	2012-12-31	$938,160
Benefits paid (including direct rollovers)	2012-12-31	$937,966
Total plan assets at end of year	2012-12-31	$1,875,441
Total plan assets at beginning of year	2012-12-31	$2,506,355
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$108,453
Other income received	2012-12-31	$200,008
Net income (gross income less expenses)	2012-12-31	$-629,699
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,875,441
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,505,140
Assets. Value of participant loans	2012-12-31	$13,853
Assets. Value of real-estate (other than employer real property)	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$194
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$901,848
2011 : ALDER CONSTRUCTION COMPANY TAX-DEFERRED SAVINGS RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$1,215
Total income from all sources	2011-12-31	$75,441
Expenses. Total of all expenses incurred	2011-12-31	$50,075
Benefits paid (including direct rollovers)	2011-12-31	$49,855
Total plan assets at end of year	2011-12-31	$2,507,570
Total plan assets at beginning of year	2011-12-31	$2,480,989
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$111,264
Other income received	2011-12-31	$-35,823
Net income (gross income less expenses)	2011-12-31	$25,366
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,506,355
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,480,989
Assets. Value of participant loans	2011-12-31	$8,948
Assets. Value of real-estate (other than employer real property)	2011-12-31	$901,848
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$220
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : ALDER CONSTRUCTION COMPANY TAX-DEFERRED SAVINGS RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$277,475
Expenses. Total of all expenses incurred	2010-12-31	$354,615
Benefits paid (including direct rollovers)	2010-12-31	$344,152
Total plan assets at end of year	2010-12-31	$2,480,989
Total plan assets at beginning of year	2010-12-31	$2,558,129
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$105,757
Other income received	2010-12-31	$171,718
Net income (gross income less expenses)	2010-12-31	$-77,140
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,480,989
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,558,129
Assets. Value of participant loans	2010-12-31	$15,182
Assets. Value of real-estate (other than employer real property)	2010-12-31	$901,848
Value of certain deemed distributions of participant loans	2010-12-31	$1,821
Value of corrective distributions	2010-12-31	$8,486
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$156
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : ALDER CONSTRUCTION COMPANY TAX-DEFERRED SAVINGS RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for ALDER CONSTRUCTION COMPANY TAX-DEFERRED SAVINGS RETIREMENT PLAN

2012: ALDER CONSTRUCTION COMPANY TAX-DEFERRED SAVINGS RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ALDER CONSTRUCTION COMPANY TAX-DEFERRED SAVINGS RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ALDER CONSTRUCTION COMPANY TAX-DEFERRED SAVINGS RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

21927

Policy instance

Insurance contract or identification number	21927
Number of Individuals Covered	40
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $5,551
Total amount of fees paid to insurance company	USD $1,021
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,551
Insurance broker organization code?	3
Amount paid for insurance broker fees	1021
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker name	ALLIANCE BENEFIT GROUP

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

21927

Policy instance

Insurance contract or identification number	21927
Number of Individuals Covered	40
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $5,207
Total amount of fees paid to insurance company	USD $957
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

21927

Policy instance

Insurance contract or identification number	21927
Number of Individuals Covered	39
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $5,418
Total amount of fees paid to insurance company	USD $896
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	ALDER CONSTRUCTION COMPANY
Employer identification number (EIN):	870272033
NAIC Classification:	236200

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2010-04-14
Company Identification Number:	0801256610
Legal Registered Office Address:	3939 S 500 W SALT LAKE CTY United States of America (USA) 84123