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J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameJ.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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

ABBOTT CONSTRUCTION, LLC has sponsored the creation of one or more 401k plans.

Company Name:ABBOTT CONSTRUCTION, LLC
Employer identification number (EIN):911203959
NAIC Classification:236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SARA PATTESON
0012016-01-01LEE LICHTENSTEIN
0012015-01-01LEE LICHTENSTEIN
0012014-01-01MARK SEAMAN
0012013-01-01MARK SEAMAN
0012012-01-01MARK SEAMAN
0012011-01-01MARK SEAMAN
0012010-01-01MARK SEAMAN
0012009-01-01MARK C. SEAMAN

Plan Statistics for J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01322
Total number of active participants reported on line 7a of the Form 55002022-01-01264
Number of retired or separated participants receiving benefits2022-01-0185
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01349
Number of participants with account balances2022-01-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01317
Total number of active participants reported on line 7a of the Form 55002021-01-01237
Number of retired or separated participants receiving benefits2021-01-0185
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01322
Number of participants with account balances2021-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01313
Total number of active participants reported on line 7a of the Form 55002020-01-01248
Number of retired or separated participants receiving benefits2020-01-0169
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01317
Number of participants with account balances2020-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111
2019: J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01319
Total number of active participants reported on line 7a of the Form 55002019-01-01232
Number of retired or separated participants receiving benefits2019-01-0181
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01313
Number of participants with account balances2019-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112
2018: J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01306
Total number of active participants reported on line 7a of the Form 55002018-01-01241
Number of retired or separated participants receiving benefits2018-01-0178
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01319
Number of participants with account balances2018-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0115
2017: J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01294
Total number of active participants reported on line 7a of the Form 55002017-01-01242
Number of retired or separated participants receiving benefits2017-01-0169
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01311
Number of participants with account balances2017-01-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01272
Total number of active participants reported on line 7a of the Form 55002016-01-01233
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0157
Total of all active and inactive participants2016-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01291
Number of participants with account balances2016-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01234
Total number of active participants reported on line 7a of the Form 55002015-01-01210
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0144
Total of all active and inactive participants2015-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01254
Number of participants with account balances2015-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0144
2014: J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01234
Total number of active participants reported on line 7a of the Form 55002014-01-01207
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0127
Total of all active and inactive participants2014-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01234
Number of participants with account balances2014-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01197
Total number of active participants reported on line 7a of the Form 55002013-01-01209
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0122
Total of all active and inactive participants2013-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01231
Number of participants with account balances2013-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01153
Total number of active participants reported on line 7a of the Form 55002012-01-01178
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0116
Total of all active and inactive participants2012-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01194
Number of participants with account balances2012-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01142
Total number of active participants reported on line 7a of the Form 55002011-01-01132
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0121
Total of all active and inactive participants2011-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01153
Number of participants with account balances2011-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01139
Total number of active participants reported on line 7a of the Form 55002010-01-01120
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0120
Total of all active and inactive participants2010-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01141
Number of participants with account balances2010-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01161
Total number of active participants reported on line 7a of the Form 55002009-01-01118
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01137
Number of participants with account balances2009-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022 : J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-945,621
Total of all expenses incurred2022-12-31$748,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$642,401
Value of total corrective distributions2022-12-31$14,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,237,366
Value of total assets at end of year2022-12-31$25,936,734
Value of total assets at beginning of year2022-12-31$27,630,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$91,571
Total interest from all sources2022-12-31$19,724
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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$2,114,153
Participant contributions at end of year2022-12-31$467,121
Participant contributions at beginning of year2022-12-31$444,308
Participant contributions at end of year2022-12-31$36,102
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$237,553
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,694,162
Value of net assets at end of year (total assets less liabilities)2022-12-31$25,936,734
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$27,630,896
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
Investment advisory and management fees2022-12-31$91,571
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$24,005,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$25,812,906
Income. Interest from loans (other than to participants)2022-12-31$19,724
Value of interest in common/collective trusts at end of year2022-12-31$1,412,093
Value of interest in common/collective trusts at beginning of year2022-12-31$1,373,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,202,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$885,660
Employer contributions (assets) at end of year2022-12-31$15,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$642,401
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 name2022-12-31GRASSI & CO.
Accountancy firm EIN2022-12-31113266576
2021 : J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$17,841
Total income from all sources (including contributions)2021-12-31$6,416,601
Total of all expenses incurred2021-12-31$1,617,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,530,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,494,347
Value of total assets at end of year2021-12-31$27,630,896
Value of total assets at beginning of year2021-12-31$22,849,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$86,559
Total interest from all sources2021-12-31$23,612
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,898,642
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$2,898,642
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$2,079,103
Participant contributions at end of year2021-12-31$444,308
Participant contributions at beginning of year2021-12-31$453,975
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$572,564
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$17,841
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$4,799,491
Value of net assets at end of year (total assets less liabilities)2021-12-31$27,630,896
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$22,831,405
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
Investment advisory and management fees2021-12-31$86,559
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$25,812,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$20,771,868
Interest on participant loans2021-12-31$23,612
Value of interest in common/collective trusts at end of year2021-12-31$1,373,682
Value of interest in common/collective trusts at beginning of year2021-12-31$1,623,403
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
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$842,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,530,551
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 name2021-12-31GRASSI & CO.
Accountancy firm EIN2021-12-31113266576
2020 : J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$17,841
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$5,228,175
Total loss/gain on sale of assets2020-12-31$218,635
Total of all expenses incurred2020-12-31$1,986,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,850,587
Expenses. Certain deemed distributions of participant loans2020-12-31$52,184
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,498,764
Value of total assets at end of year2020-12-31$22,849,246
Value of total assets at beginning of year2020-12-31$19,589,652
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$83,651
Total interest from all sources2020-12-31$19,100
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$361,217
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$361,217
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$1,762,047
Participant contributions at end of year2020-12-31$453,975
Participant contributions at beginning of year2020-12-31$434,710
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$192,192
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$17,841
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$7,474
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$3,241,753
Value of net assets at end of year (total assets less liabilities)2020-12-31$22,831,405
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$19,589,652
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
Investment advisory and management fees2020-12-31$83,651
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$20,771,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$18,348,038
Interest on participant loans2020-12-31$19,100
Value of interest in common/collective trusts at end of year2020-12-31$1,623,403
Value of interest in common/collective trusts at beginning of year2020-12-31$806,904
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,122,985
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$544,525
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,850,587
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
Aggregate proceeds on sale of assets2020-12-31$218,635
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GRASSI & CO.
Accountancy firm EIN2020-12-31113266576
2019 : J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$5,154,335
Total income from all sources (including contributions)2019-12-31$5,154,335
Total of all expenses incurred2019-12-31$971,509
Total of all expenses incurred2019-12-31$971,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$784,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$784,771
Expenses. Certain deemed distributions of participant loans2019-12-31$63,954
Expenses. Certain deemed distributions of participant loans2019-12-31$63,954
Value of total corrective distributions2019-12-31$33,508
Value of total corrective distributions2019-12-31$33,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,190,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,190,123
Value of total assets at end of year2019-12-31$19,589,652
Value of total assets at end of year2019-12-31$19,589,652
Value of total assets at beginning of year2019-12-31$15,406,826
Value of total assets at beginning of year2019-12-31$15,406,826
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$89,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$89,276
Total interest from all sources2019-12-31$18,976
Total interest from all sources2019-12-31$18,976
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
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$1,592,249
Contributions received from participants2019-12-31$1,592,249
Participant contributions at end of year2019-12-31$434,710
Participant contributions at end of year2019-12-31$434,710
Participant contributions at beginning of year2019-12-31$388,450
Participant contributions at beginning of year2019-12-31$388,450
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$610
Participant contributions at beginning of year2019-12-31$610
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$67,723
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$67,723
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$4,182,826
Value of net income/loss2019-12-31$4,182,826
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,589,652
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,589,652
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,406,826
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,406,826
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$18,348,038
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,348,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,265,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,265,943
Interest on participant loans2019-12-31$18,976
Interest on participant loans2019-12-31$18,976
Value of interest in common/collective trusts at end of year2019-12-31$806,904
Value of interest in common/collective trusts at end of year2019-12-31$806,904
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$751,721
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$751,721
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,945,236
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,945,236
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$530,151
Contributions received in cash from employer2019-12-31$530,151
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$102
Employer contributions (assets) at beginning of year2019-12-31$102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$784,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$784,771
Contract administrator fees2019-12-31$89,276
Contract administrator fees2019-12-31$89,276
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
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 name2019-12-31BERNTSON PORTER & COMPANY
Accountancy firm name2019-12-31BERNTSON PORTER & COMPANY
Accountancy firm EIN2019-12-31911308574
Accountancy firm EIN2019-12-31911308574
2018 : J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,669,605
Total of all expenses incurred2018-12-31$1,628,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,495,223
Value of total corrective distributions2018-12-31$14,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,388,571
Value of total assets at end of year2018-12-31$15,406,826
Value of total assets at beginning of year2018-12-31$15,365,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$118,605
Total interest from all sources2018-12-31$15,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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$1,554,372
Participant contributions at end of year2018-12-31$388,450
Participant contributions at beginning of year2018-12-31$356,640
Participant contributions at end of year2018-12-31$610
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$305,391
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$41,470
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,406,826
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,365,356
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
Investment advisory and management fees2018-12-31$118,605
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,265,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,870,397
Interest on participant loans2018-12-31$15,159
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$751,721
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,138,319
Net investment gain/loss from pooled separate accounts2018-12-31$-734,125
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$528,808
Employer contributions (assets) at end of year2018-12-31$102
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,495,223
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 name2018-12-31BERNTSON PORTER & COMPANY
Accountancy firm EIN2018-12-31911308574
2017 : J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$309
Total income from all sources (including contributions)2017-12-31$3,881,922
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,689,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,601,501
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,073,624
Value of total assets at end of year2017-12-31$15,365,356
Value of total assets at beginning of year2017-12-31$13,173,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$88,378
Total interest from all sources2017-12-31$10,555
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
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$1,440,943
Participant contributions at end of year2017-12-31$356,640
Participant contributions at beginning of year2017-12-31$301,318
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$24,261
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$193,096
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$309
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$2,192,043
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,365,356
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,173,313
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
Investment advisory and management fees2017-12-31$88,378
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$13,870,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,026,558
Interest on participant loans2017-12-31$10,555
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,138,319
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$761,784
Net investment gain/loss from pooled separate accounts2017-12-31$1,797,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$439,585
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$59,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,601,501
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 name2017-12-31BERNTSON PORTER & COMPANY
Accountancy firm EIN2017-12-31911308574
2016 : J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & 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$309
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$3,038,754
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$634,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$552,976
Expenses. Certain deemed distributions of participant loans2016-12-31$6,202
Value of total corrective distributions2016-12-31$308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,146,952
Value of total assets at end of year2016-12-31$13,173,622
Value of total assets at beginning of year2016-12-31$10,769,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$75,200
Total interest from all sources2016-12-31$10,227
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,387,356
Participant contributions at end of year2016-12-31$301,318
Participant contributions at beginning of year2016-12-31$338,885
Participant contributions at end of year2016-12-31$24,261
Participant contributions at beginning of year2016-12-31$19,884
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$245,024
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,093
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$309
Other income not declared elsewhere2016-12-31$834
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$2,404,068
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,173,313
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,769,245
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$12,026,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,239,731
Interest on participant loans2016-12-31$10,227
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$761,784
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$161,326
Net investment gain/loss from pooled separate accounts2016-12-31$880,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$514,572
Employer contributions (assets) at end of year2016-12-31$59,701
Employer contributions (assets) at beginning of year2016-12-31$7,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$552,976
Contract administrator fees2016-12-31$75,200
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 name2016-12-31LBMC, PC
Accountancy firm EIN2016-12-31621199757
2015 : J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$2,828
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$1,727,203
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$757,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$718,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,688,488
Value of total assets at end of year2015-12-31$10,769,245
Value of total assets at beginning of year2015-12-31$9,796,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$38,693
Total interest from all sources2015-12-31$9,354
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,152,733
Participant contributions at end of year2015-12-31$338,885
Participant contributions at beginning of year2015-12-31$238,039
Participant contributions at end of year2015-12-31$19,884
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$138,507
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$8,009
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,093
Other income not declared elsewhere2015-12-31$3,689
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$969,866
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,769,245
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,796,551
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$10,239,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,441,866
Interest on participant loans2015-12-31$9,354
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,116,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,116,646
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$161,326
Net investment gain/loss from pooled separate accounts2015-12-31$25,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$397,248
Employer contributions (assets) at end of year2015-12-31$7,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$710,635
Contract administrator fees2015-12-31$38,693
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 name2015-12-31LBMC, PC
Accountancy firm EIN2015-12-31621199757
2014 : J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & 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$1,596,824
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$766,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$729,153
Value of total corrective distributions2014-12-31$34,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,320,885
Value of total assets at end of year2014-12-31$9,796,550
Value of total assets at beginning of year2014-12-31$8,966,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,559
Total interest from all sources2014-12-31$34,029
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$140,635
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$140,635
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$829,837
Participant contributions at end of year2014-12-31$238,038
Participant contributions at beginning of year2014-12-31$201,338
Participant contributions at beginning of year2014-12-31$14,725
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$217,077
Administrative expenses (other) incurred2014-12-31$9
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$830,153
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,796,550
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,966,397
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$8,441,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,298,204
Interest on participant loans2014-12-31$6,887
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,116,646
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,447,533
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,447,533
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$27,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$101,275
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$273,971
Employer contributions (assets) at beginning of year2014-12-31$4,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$729,153
Contract administrator fees2014-12-31$2,550
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 name2014-12-31LBMC, PC
Accountancy firm EIN2014-12-31621199757
2013 : J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & 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$2,077,653
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$617,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$615,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,106,235
Value of total assets at end of year2013-12-31$8,966,397
Value of total assets at beginning of year2013-12-31$7,506,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,920
Total interest from all sources2013-12-31$6,948
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$119,740
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$119,740
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$716,115
Participant contributions at end of year2013-12-31$201,338
Participant contributions at beginning of year2013-12-31$201,779
Participant contributions at end of year2013-12-31$14,725
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$156,906
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$1,460,371
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,966,397
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,506,026
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$7,298,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,775,145
Interest on participant loans2013-12-31$6,843
Value of interest in common/collective trusts at beginning of year2013-12-31$1,529,102
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,447,533
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$105
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$843,438
Net investment gain or loss from common/collective trusts2013-12-31$1,292
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$233,214
Employer contributions (assets) at end of year2013-12-31$4,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$615,362
Contract administrator fees2013-12-31$1,920
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 name2013-12-31BERNTSON PORTER AND COMPANY PLLC
Accountancy firm EIN2013-12-31911308574
2012 : J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & 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$0
Total income from all sources (including contributions)2012-12-31$1,953,968
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$506,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$498,122
Value of total corrective distributions2012-12-31$7,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,365,580
Value of total assets at end of year2012-12-31$7,506,026
Value of total assets at beginning of year2012-12-31$6,058,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,560
Total interest from all sources2012-12-31$7,815
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$123,196
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$123,196
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$574,947
Participant contributions at end of year2012-12-31$201,779
Participant contributions at beginning of year2012-12-31$249,288
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$12,730
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$596,941
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$1,447,151
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,506,026
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,058,875
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$5,775,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,987,643
Interest on participant loans2012-12-31$7,815
Value of interest in common/collective trusts at end of year2012-12-31$1,529,102
Value of interest in common/collective trusts at beginning of year2012-12-31$1,802,849
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$454,097
Net investment gain or loss from common/collective trusts2012-12-31$3,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$193,692
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$6,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$498,122
Contract administrator fees2012-12-31$1,560
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 name2012-12-31BERNTSON PORTER AND COMPANY PLLC
Accountancy firm EIN2012-12-31911308574
2011 : J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & 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$0
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$590,867
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$74,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$63,489
Value of total corrective distributions2011-12-31$8,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$725,855
Value of total assets at end of year2011-12-31$6,058,875
Value of total assets at beginning of year2011-12-31$5,542,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,821
Total interest from all sources2011-12-31$9,927
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$87,648
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$87,648
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$475,956
Participant contributions at end of year2011-12-31$249,288
Participant contributions at beginning of year2011-12-31$257,583
Participant contributions at end of year2011-12-31$12,730
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$79,663
Administrative expenses (other) incurred2011-12-31$6
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$516,648
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,058,875
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,542,227
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$3,987,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,693,364
Interest on participant loans2011-12-31$9,927
Value of interest in common/collective trusts at end of year2011-12-31$1,802,849
Value of interest in common/collective trusts at beginning of year2011-12-31$2,591,280
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-261,069
Net investment gain or loss from common/collective trusts2011-12-31$28,506
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$170,236
Employer contributions (assets) at end of year2011-12-31$6,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$63,489
Contract administrator fees2011-12-31$1,815
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 name2011-12-31BERNTSON PORTER & COMPANY PLLC
Accountancy firm EIN2011-12-31911308574
2010 : J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & 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$1,138,277
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$69,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$68,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$800,830
Value of total assets at end of year2010-12-31$5,542,227
Value of total assets at beginning of year2010-12-31$4,473,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$724
Total interest from all sources2010-12-31$9,971
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$41,364
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$41,364
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$416,233
Participant contributions at end of year2010-12-31$257,583
Participant contributions at beginning of year2010-12-31$247,091
Participant contributions at beginning of year2010-12-31$6,893
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$239,696
Administrative expenses (other) incurred2010-12-31$39
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$1,068,856
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,542,227
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,473,371
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$2,693,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,113,202
Interest on participant loans2010-12-31$9,971
Value of interest in common/collective trusts at end of year2010-12-31$2,591,280
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$16,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$16,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$261,149
Net investment gain or loss from common/collective trusts2010-12-31$24,963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$144,901
Employer contributions (assets) at beginning of year2010-12-31$89,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$68,697
Contract administrator fees2010-12-31$685
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 name2010-12-31BERNTSON PORTER AND COMPANY, PLLC
Accountancy firm EIN2010-12-31911308574
2009 : J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & 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 J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & TRUST

2022: J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & 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: J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & 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: J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & 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: J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & 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
2010: J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: J.R. ABBOTT CONSTRUCTION CO. INC 401(K) PROFIT SHARING PLAN & 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

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894081-087
Policy instance 1
Insurance contract or identification number894081-087
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894081-087
Policy instance 1
Insurance contract or identification number894081-087
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894081-087
Policy instance 1
Insurance contract or identification number894081-087
Number of Individuals Covered276
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,032
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,032
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
Insurance broker nameDA DAVIDSON
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894081+087
Policy instance 1
Insurance contract or identification number894081+087
Number of Individuals Covered230
Insurance policy start date2015-06-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $137
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $137
Insurance broker organization code?3
Insurance broker nameDA DAVIDSON & CO

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