Plan Name | OHL N.A. 401(K) PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | OHL USA, INC. |
Employer identification number (EIN): | 980461222 |
NAIC Classification: | 237310 |
NAIC Description: | Highway, Street, and Bridge Construction |
Additional information about OHL USA, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2005-06-03 |
Company Identification Number: | 0800501169 |
Legal Registered Office Address: |
1120 S CAPITAL OF TEXAS HWY BLDG 2-200 W LAKE HILLS United States of America (USA) 78746 |
More information about OHL USA, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2023-01-01 | ||||
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2018-01-01 |
Measure | Date | Value |
---|---|---|
2023: OHL N.A. 401(K) PLAN 2023 401k membership | ||
Total participants, beginning-of-year | 2023-01-01 | 1,599 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 797 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 426 |
Total of all active and inactive participants | 2023-01-01 | 1,223 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 1 |
Total participants | 2023-01-01 | 1,224 |
Number of participants with account balances | 2023-01-01 | 1,181 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 148 |
2022: OHL N.A. 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 1,488 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 830 |
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 | 462 |
Total of all active and inactive participants | 2022-01-01 | 1,292 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 1,293 |
Number of participants with account balances | 2022-01-01 | 1,243 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 252 |
2021: OHL N.A. 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 1,667 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 949 |
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 | 502 |
Total of all active and inactive participants | 2021-01-01 | 1,451 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 1,451 |
Number of participants with account balances | 2021-01-01 | 1,358 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 264 |
2020: OHL N.A. 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 2,548 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1,442 |
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 | 469 |
Total of all active and inactive participants | 2020-01-01 | 1,911 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 1,912 |
Number of participants with account balances | 2020-01-01 | 1,596 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 349 |
2019: OHL N.A. 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 2,238 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1,618 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 756 |
Total of all active and inactive participants | 2019-01-01 | 2,374 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 2,375 |
Number of participants with account balances | 2019-01-01 | 1,917 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 279 |
2018: OHL N.A. 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 1,944 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1,695 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 468 |
Total of all active and inactive participants | 2018-01-01 | 2,163 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 2,163 |
Number of participants with account balances | 2018-01-01 | 1,679 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 247 |
Measure | Date | Value |
---|---|---|
2023 : OHL N.A. 401(K) PLAN 2023 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total income from all sources (including contributions) | 2023-12-31 | $22,973,995 |
Total loss/gain on sale of assets | 2023-12-31 | $0 |
Total of all expenses incurred | 2023-12-31 | $12,425,988 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $12,282,342 |
Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $8,841 |
Value of total corrective distributions | 2023-12-31 | $322 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $9,078,803 |
Value of total assets at end of year | 2023-12-31 | $94,296,464 |
Value of total assets at beginning of year | 2023-12-31 | $83,748,457 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $134,483 |
Total interest from all sources | 2023-12-31 | $120,211 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $1,942,022 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $1,942,022 |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Contributions received from participants | 2023-12-31 | $5,511,825 |
Participant contributions at end of year | 2023-12-31 | $1,901,394 |
Participant contributions at beginning of year | 2023-12-31 | $1,639,045 |
Participant contributions at end of year | 2023-12-31 | $71,765 |
Participant contributions at beginning of year | 2023-12-31 | $75,255 |
Assets. Other investments not covered elsewhere at end of year | 2023-12-31 | $5,480,270 |
Assets. Other investments not covered elsewhere at beginning of year | 2023-12-31 | $7,059,596 |
Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $934,377 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2023-12-31 | $6,007 |
Other income not declared elsewhere | 2023-12-31 | $799 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $10,548,007 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $94,296,464 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $83,748,457 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Investment advisory and management fees | 2023-12-31 | $40,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $86,569,172 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $74,640,564 |
Interest on participant loans | 2023-12-31 | $120,211 |
Value of interest in common/collective trusts at end of year | 2023-12-31 | $273,863 |
Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $333,997 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $11,506,932 |
Net investment gain or loss from common/collective trusts | 2023-12-31 | $325,228 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Contributions received in cash from employer | 2023-12-31 | $2,632,601 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $12,276,335 |
Contract administrator fees | 2023-12-31 | $94,483 |
Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | GRASSI & CO., CPAS P.C. |
Accountancy firm EIN | 2023-12-31 | 113266756 |
2022 : OHL N.A. 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 | $-5,997,425 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $9,144,167 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $8,772,277 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $35,047 |
Value of total corrective distributions | 2022-12-31 | $204,820 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $10,792,299 |
Value of total assets at end of year | 2022-12-31 | $83,748,457 |
Value of total assets at beginning of year | 2022-12-31 | $98,890,049 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $132,023 |
Total interest from all sources | 2022-12-31 | $77,392 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,606,581 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,606,581 |
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 | $5,411,829 |
Participant contributions at end of year | 2022-12-31 | $1,639,045 |
Participant contributions at beginning of year | 2022-12-31 | $1,612,089 |
Participant contributions at end of year | 2022-12-31 | $75,255 |
Participant contributions at beginning of year | 2022-12-31 | $75,797 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $7,059,596 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $5,549,783 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,719,591 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $3,195 |
Other income not declared elsewhere | 2022-12-31 | $81,184 |
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 | $-15,141,592 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $83,748,457 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $98,890,049 |
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 | $40,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $74,640,564 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $91,404,532 |
Interest on participant loans | 2022-12-31 | $77,392 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $333,997 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $190,038 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-18,040,244 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-514,637 |
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 | Yes |
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 | $3,660,879 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $57,810 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $8,769,082 |
Contract administrator fees | 2022-12-31 | $92,023 |
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 | GRASSI & CO., CPAS P.C. |
Accountancy firm EIN | 2022-12-31 | 113266576 |
2021 : OHL N.A. 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 | $23,220,971 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $9,428,248 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $9,200,411 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $-990 |
Value of total corrective distributions | 2021-12-31 | $107,459 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $11,094,911 |
Value of total assets at end of year | 2021-12-31 | $98,890,049 |
Value of total assets at beginning of year | 2021-12-31 | $85,097,326 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $121,368 |
Total interest from all sources | 2021-12-31 | $83,037 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,778,027 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,778,027 |
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 | $5,963,967 |
Participant contributions at end of year | 2021-12-31 | $1,612,089 |
Participant contributions at beginning of year | 2021-12-31 | $1,674,501 |
Participant contributions at end of year | 2021-12-31 | $75,797 |
Participant contributions at beginning of year | 2021-12-31 | $84,631 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $5,549,783 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $1,835,261 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $206 |
Other income not declared elsewhere | 2021-12-31 | $444 |
Administrative expenses (other) incurred | 2021-12-31 | $54,270 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $60,145 |
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 | $13,792,723 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $98,890,049 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $85,097,326 |
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 |
Investment advisory and management fees | 2021-12-31 | $10,479 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $91,404,532 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $77,231,804 |
Interest on participant loans | 2021-12-31 | $83,037 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $190,038 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $5,840,068 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $10,220,511 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $44,041 |
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 | Yes |
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 | $3,295,683 |
Employer contributions (assets) at end of year | 2021-12-31 | $57,810 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $206,177 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $9,200,205 |
Contract administrator fees | 2021-12-31 | $56,619 |
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 | GRASSI & CO., CPAS P.C. |
Accountancy firm EIN | 2021-12-31 | 113266576 |
2020 : OHL N.A. 401(K) PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2020-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $21,118,352 |
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 |
Expenses. Interest paid | 2020-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $19,092,532 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $9,130,167 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $8,989,289 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $52,241 |
Value of total corrective distributions | 2020-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $10,315,982 |
Value of total assets at end of year | 2020-12-31 | $85,097,326 |
Value of total assets at beginning of year | 2020-12-31 | $54,016,609 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $88,637 |
Total income from rents | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $57,801 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,040,737 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,040,737 |
Administrative expenses professional fees incurred | 2020-12-31 | $0 |
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 |
Amount of non-exempt transactions with any party-in-interest | 2020-12-31 | $0 |
Contributions received from participants | 2020-12-31 | $6,189,447 |
Participant contributions at end of year | 2020-12-31 | $1,674,501 |
Participant contributions at beginning of year | 2020-12-31 | $770,145 |
Participant contributions at end of year | 2020-12-31 | $84,631 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $485,335 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
Other income not declared elsewhere | 2020-12-31 | $47,148 |
Administrative expenses (other) incurred | 2020-12-31 | $88,637 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $0 |
Total non interest bearing cash at end of year | 2020-12-31 | $60,145 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Income. Non cash contributions | 2020-12-31 | $0 |
Value of net income/loss | 2020-12-31 | $9,962,365 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $85,097,326 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $54,016,609 |
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 |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2020-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2020-12-31 | $0 |
Investment advisory and management fees | 2020-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $77,231,804 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $50,450,573 |
Interest on participant loans | 2020-12-31 | $57,801 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Interest earned on other investments | 2020-12-31 | $0 |
Income. Interest from US Government securities | 2020-12-31 | $0 |
Income. Interest from corporate debt instruments | 2020-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $5,840,068 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $2,598,862 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $7,549,403 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $81,461 |
Net gain/loss from 103.12 investment entities | 2020-12-31 | $0 |
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 | Yes |
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 | $3,641,200 |
Employer contributions (assets) at end of year | 2020-12-31 | $206,177 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $197,029 |
Income. Dividends from preferred stock | 2020-12-31 | $0 |
Income. Dividends from common stock | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $8,989,289 |
Contract administrator fees | 2020-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2020-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2020-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | GRASSI & CO. |
Accountancy firm EIN | 2020-12-31 | 113266576 |
2019 : OHL N.A. 401(K) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $20,247,079 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $6,238,120 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $6,161,458 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $2,121 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $11,272,087 |
Value of total assets at end of year | 2019-12-31 | $54,016,609 |
Value of total assets at beginning of year | 2019-12-31 | $40,007,650 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $74,541 |
Total interest from all sources | 2019-12-31 | $35,578 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,062,837 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,062,837 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $5,779,085 |
Participant contributions at end of year | 2019-12-31 | $770,145 |
Participant contributions at beginning of year | 2019-12-31 | $486,608 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,093,592 |
Other income not declared elsewhere | 2019-12-31 | $3,929 |
Administrative expenses (other) incurred | 2019-12-31 | $74,541 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $14,008,959 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $54,016,609 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $40,007,650 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $50,450,573 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $36,884,759 |
Interest on participant loans | 2019-12-31 | $35,578 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $2,598,862 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $2,402,372 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $7,816,183 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $56,465 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $4,399,410 |
Employer contributions (assets) at end of year | 2019-12-31 | $197,029 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $233,911 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $6,161,458 |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | GRASSI & CO. |
Accountancy firm EIN | 2019-12-31 | 113266576 |
2018 : OHL N.A. 401(K) PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $8,547,822 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $3,525,213 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $3,440,159 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $26,649 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $11,022,052 |
Value of total assets at end of year | 2018-12-31 | $40,007,650 |
Value of total assets at beginning of year | 2018-12-31 | $34,985,041 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $58,405 |
Total interest from all sources | 2018-12-31 | $19,350 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $800,518 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $800,518 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $5,954,072 |
Participant contributions at end of year | 2018-12-31 | $486,608 |
Participant contributions at beginning of year | 2018-12-31 | $315,624 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $519,210 |
Other income not declared elsewhere | 2018-12-31 | $5,697 |
Administrative expenses (other) incurred | 2018-12-31 | $58,405 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $3,255 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $5,022,609 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $40,007,650 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $34,985,041 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $36,884,759 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $30,990,672 |
Interest on participant loans | 2018-12-31 | $19,350 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $2,402,372 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $2,186,628 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-3,347,118 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $47,323 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $4,548,770 |
Employer contributions (assets) at end of year | 2018-12-31 | $233,911 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,488,862 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $3,440,159 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | GRASSI & CO. |
Accountancy firm EIN | 2018-12-31 | 113266576 |
2023: OHL N.A. 401(K) PLAN 2023 form 5500 responses | ||
---|---|---|
2023-01-01 | Type of plan entity | Mulitple employer plan |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: OHL N.A. 401(K) PLAN 2022 form 5500 responses | ||
2022-01-01 | Type of plan entity | Single employer plan |
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 – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: OHL N.A. 401(K) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | Yes |
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 – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: OHL N.A. 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
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 – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: OHL N.A. 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Mulitple employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: OHL N.A. 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Mulitple employer plan |
2018-01-01 | Submission has been amended | Yes |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |