401k Plan data: J.R. FILANC CONSTRUCTION COMPANY, INC. 401(K) PLAN plan

J.R. FILANC CONSTRUCTION COMPANY, INC. 401(K) PLAN 401k Plan overview

Plan Name	J.R. FILANC CONSTRUCTION COMPANY, INC. 401(K) PLAN
Plan identification number	006

J.R. FILANC CONSTRUCTION COMPANY, INC. 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: FILANC CONSTRUCTION COMPANY, INC.

Employer identification number (EIN): 951758372

NAIC Classification: 237100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J.R. FILANC CONSTRUCTION COMPANY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
006 2022-01-01 CHRISTINE MOORE 2023-09-07
006 2021-01-01 LINDA STANGEL 2022-10-13
006 2020-01-01 LINDA STANGEL 2021-10-14
006 2019-01-01
006 2018-01-01
006 2017-01-01
006 2016-01-01
006 2015-01-01
006 2014-01-01 KEVIN ELLIOTT 2015-10-05
006 2013-01-01 KEVIN ELLIOTT 2014-10-09
006 2012-01-01 MARK FILANC 2013-09-17
006 2011-01-01 CATHERINE B. FINAL 2012-09-28
006 2010-01-01 CATHERINE B. FINAL 2011-09-14
006 2009-04-01 CATHERINE B. FINAL

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
006	2022-01-01	CHRISTINE MOORE	2023-09-07
006	2021-01-01	LINDA STANGEL	2022-10-13
006	2020-01-01	LINDA STANGEL	2021-10-14
006	2019-01-01
006	2018-01-01
006	2017-01-01
006	2016-01-01
006	2015-01-01
006	2014-01-01	KEVIN ELLIOTT	2015-10-05
006	2013-01-01	KEVIN ELLIOTT	2014-10-09
006	2012-01-01	MARK FILANC	2013-09-17
006	2011-01-01	CATHERINE B. FINAL	2012-09-28
006	2010-01-01	CATHERINE B. FINAL	2011-09-14
006	2009-04-01	CATHERINE B. FINAL

Plan Statistics for J.R. FILANC CONSTRUCTION COMPANY, INC. 401(K) PLAN

401k plan membership statisitcs for J.R. FILANC CONSTRUCTION COMPANY, INC. 401(K) PLAN

Measure Date Value
2022: J.R. FILANC CONSTRUCTION COMPANY, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 210
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 136
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 39
Total of all active and inactive participants 2022-01-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 175
Number of participants with account balances 2022-01-01 172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 13
2021: J.R. FILANC CONSTRUCTION COMPANY, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 169
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 36
Total of all active and inactive participants 2021-01-01 205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 205
Number of participants with account balances 2021-01-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 18
2020: J.R. FILANC CONSTRUCTION COMPANY, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 109
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 61
Total of all active and inactive participants 2020-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 170
Number of participants with account balances 2020-01-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 23
2009: J.R. FILANC CONSTRUCTION COMPANY, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-04-01 65
Total number of active participants reported on line 7a of the Form 5500 2009-04-01 55
Number of retired or separated participants receiving benefits 2009-04-01 0
Number of other retired or separated participants entitled to future benefits 2009-04-01 2
Total of all active and inactive participants 2009-04-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-04-01 0
Total participants 2009-04-01 57
Number of participants with account balances 2009-04-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-04-01 0

Measure	Date	Value
2022: J.R. FILANC CONSTRUCTION COMPANY, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	210
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	136
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	39
Total of all active and inactive participants	2022-01-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	175
Number of participants with account balances	2022-01-01	172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	13
2021: J.R. FILANC CONSTRUCTION COMPANY, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	169
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	36
Total of all active and inactive participants	2021-01-01	205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	205
Number of participants with account balances	2021-01-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	18
2020: J.R. FILANC CONSTRUCTION COMPANY, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	109
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	61
Total of all active and inactive participants	2020-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	170
Number of participants with account balances	2020-01-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	23
2009: J.R. FILANC CONSTRUCTION COMPANY, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-04-01	65
Total number of active participants reported on line 7a of the Form 5500	2009-04-01	55
Number of retired or separated participants receiving benefits	2009-04-01	0
Number of other retired or separated participants entitled to future benefits	2009-04-01	2
Total of all active and inactive participants	2009-04-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-04-01	0
Total participants	2009-04-01	57
Number of participants with account balances	2009-04-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-04-01	0

Financial Data on J.R. FILANC CONSTRUCTION COMPANY, INC. 401(K) PLAN

Measure	Date	Value
2022 : J.R. FILANC CONSTRUCTION COMPANY, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-464,842
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,045,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$999,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,438,744
Value of total assets at end of year	2022-12-31	$9,507,612
Value of total assets at beginning of year	2022-12-31	$11,017,874
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$46,279
Total interest from all sources	2022-12-31	$1,685
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$962,391
Participant contributions at end of year	2022-12-31	$20,659
Participant contributions at beginning of year	2022-12-31	$42,707
Participant contributions at end of year	2022-12-31	$17,152
Participant contributions at beginning of year	2022-12-31	$17,283
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$280,180
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$177,121
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,982
Total non interest bearing cash at end of year	2022-12-31	$6,549
Total non interest bearing cash at beginning of year	2022-12-31	$12,606
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,510,262
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$9,507,612
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$11,017,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$23,547
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$8,928,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$10,546,041
Interest on participant loans	2022-12-31	$1,685
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,905,271
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$474,371
Employer contributions (assets) at end of year	2022-12-31	$254,807
Employer contributions (assets) at beginning of year	2022-12-31	$222,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$999,141
Contract administrator fees	2022-12-31	$22,732
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MOSS ADAMS
Accountancy firm EIN	2022-12-31	910189318
2021 : J.R. FILANC CONSTRUCTION COMPANY, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,422,695
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,896,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,841,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,281,239
Value of total assets at end of year	2021-12-31	$11,017,874
Value of total assets at beginning of year	2021-12-31	$11,491,290
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$54,659
Total interest from all sources	2021-12-31	$5,126
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$856,577
Participant contributions at end of year	2021-12-31	$42,707
Participant contributions at beginning of year	2021-12-31	$122,852
Participant contributions at end of year	2021-12-31	$17,283
Participant contributions at beginning of year	2021-12-31	$11,211
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$177,121
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$1,110,672
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$12,418
Administrative expenses (other) incurred	2021-12-31	$54,659
Total non interest bearing cash at end of year	2021-12-31	$12,606
Total non interest bearing cash at beginning of year	2021-12-31	$6,971
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$-473,416
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$11,017,874
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$11,491,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$10,546,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$10,037,171
Interest on participant loans	2021-12-31	$5,126
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,136,330
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$412,244
Employer contributions (assets) at end of year	2021-12-31	$222,116
Employer contributions (assets) at beginning of year	2021-12-31	$202,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,841,452
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MOSS ADAMS
Accountancy firm EIN	2021-12-31	910189318
2020 : J.R. FILANC CONSTRUCTION COMPANY, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,576,281
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$143,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$88,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,282,987
Value of total assets at end of year	2020-12-31	$11,491,290
Value of total assets at beginning of year	2020-12-31	$9,058,160
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$55,027
Total interest from all sources	2020-12-31	$7,346
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$748,264
Participant contributions at end of year	2020-12-31	$122,852
Participant contributions at beginning of year	2020-12-31	$168,084
Participant contributions at end of year	2020-12-31	$11,211
Participant contributions at beginning of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$1,110,672
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$39,263
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$150,709
Administrative expenses (other) incurred	2020-12-31	$55,027
Total non interest bearing cash at end of year	2020-12-31	$6,971
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,433,130
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$11,491,290
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$9,058,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$10,037,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$8,671,518
Interest on participant loans	2020-12-31	$7,346
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,285,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$384,014
Employer contributions (assets) at end of year	2020-12-31	$202,413
Employer contributions (assets) at beginning of year	2020-12-31	$179,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$88,124
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	MOSS ADAMS
Accountancy firm EIN	2020-12-31	910189318

Form 5500 Responses for J.R. FILANC CONSTRUCTION COMPANY, INC. 401(K) PLAN

2022: J.R. FILANC CONSTRUCTION COMPANY, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: J.R. FILANC CONSTRUCTION COMPANY, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: J.R. FILANC CONSTRUCTION COMPANY, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2009: J.R. FILANC CONSTRUCTION COMPANY, INC. 401(K) PLAN 2009 form 5500 responses
2009-04-01	Type of plan entity	Single employer plan
2009-04-01	First time form 5500 has been submitted	Yes
2009-04-01	Submission has been amended	No
2009-04-01	This submission is the final filing	No
2009-04-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2009-04-01	Plan is a collectively bargained plan	No
2009-04-01	Plan funding arrangement – Trust	Yes
2009-04-01	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

102006

Policy instance

Insurance contract or identification number	102006
Number of Individuals Covered	189
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4,794
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 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
Amount paid for insurance broker fees	4794
Additional information about fees paid to insurance broker	MARKETING ALLOWANCE
Insurance broker organization code?	3

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

Policy contract number

102006

Policy instance

Insurance contract or identification number	102006
Number of Individuals Covered	160
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $5,279
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 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
Amount paid for insurance broker fees	5279
Additional information about fees paid to insurance broker	MARKETING ALLOWANCE
Insurance broker organization code?	3

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

Policy contract number

102006

Policy instance

Insurance contract or identification number	102006
Number of Individuals Covered	176
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4,671
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 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
Amount paid for insurance broker fees	4671
Additional information about fees paid to insurance broker	MARKETING ALLOWANCE
Insurance broker organization code?	3

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Company Name:	FILANC CONSTRUCTION COMPANY, INC.
Employer identification number (EIN):	951758372
NAIC Classification:	237100