401k Plan data: OHIO VALLEY ELECTRICAL SERVICES, LLC 401(K) RETIREMENT PLAN plan

OHIO VALLEY ELECTRICAL SERVICES, LLC 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	OHIO VALLEY ELECTRICAL SERVICES, LLC 401(K) RETIREMENT PLAN
Plan identification number	001

OHIO VALLEY ELECTRICAL SERVICES, LLC 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

OHIO VALLEY ELECTRICAL SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: OHIO VALLEY ELECTRICAL SERVICES, INC.

Employer identification number (EIN): 010706901

NAIC Classification: 238210
NAIC Description: Electrical Contractors and Other Wiring Installation Contractors

Additional information about OHIO VALLEY ELECTRICAL SERVICES, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 2002-05-30

Company Identification Number: 1321571

Legal Registered Office Address: 250 E. FIFTH STREET
SUITE 2350
CINCINNATI
United States of America (USA)
45202

More information about OHIO VALLEY ELECTRICAL SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OHIO VALLEY ELECTRICAL SERVICES, LLC 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 MICHAEL G. NIENHAUS 2015-05-28
001 2013-01-01 MICHAEL G. NIENHAUS 2014-06-20
001 2012-01-01 MICHAEL G. NIENHAUS 2013-06-04
001 2011-01-01 MICHAEL G. NIENHAUS 2012-07-06
001 2010-01-01 MICHAEL G. NIENHAUS 2011-06-14

Plan Statistics for OHIO VALLEY ELECTRICAL SERVICES, LLC 401(K) RETIREMENT PLAN

401k plan membership statisitcs for OHIO VALLEY ELECTRICAL SERVICES, LLC 401(K) RETIREMENT PLAN

Measure Date Value
2023: OHIO VALLEY ELECTRICAL SERVICES, LLC 401(K) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 164
Number of retired or separated participants receiving benefits 2023-01-01 1
Number of other retired or separated participants entitled to future benefits 2023-01-01 17
Total of all active and inactive participants 2023-01-01 182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 182
Number of participants with account balances 2023-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: OHIO VALLEY ELECTRICAL SERVICES, LLC 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 147
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 16
Total of all active and inactive participants 2022-01-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 163
Number of participants with account balances 2022-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: OHIO VALLEY ELECTRICAL SERVICES, LLC 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 145
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 16
Total of all active and inactive participants 2021-01-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 162
Number of participants with account balances 2021-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: OHIO VALLEY ELECTRICAL SERVICES, LLC 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 116
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 13
Total of all active and inactive participants 2020-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 129
Number of participants with account balances 2020-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: OHIO VALLEY ELECTRICAL SERVICES, LLC 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 116
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 25
Total of all active and inactive participants 2019-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 142
Number of participants with account balances 2019-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2023: OHIO VALLEY ELECTRICAL SERVICES, LLC 401(K) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	164
Number of retired or separated participants receiving benefits	2023-01-01	1
Number of other retired or separated participants entitled to future benefits	2023-01-01	17
Total of all active and inactive participants	2023-01-01	182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	182
Number of participants with account balances	2023-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: OHIO VALLEY ELECTRICAL SERVICES, LLC 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	147
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	16
Total of all active and inactive participants	2022-01-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	163
Number of participants with account balances	2022-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: OHIO VALLEY ELECTRICAL SERVICES, LLC 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	145
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	16
Total of all active and inactive participants	2021-01-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	162
Number of participants with account balances	2021-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: OHIO VALLEY ELECTRICAL SERVICES, LLC 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	116
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	13
Total of all active and inactive participants	2020-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	129
Number of participants with account balances	2020-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: OHIO VALLEY ELECTRICAL SERVICES, LLC 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	116
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	25
Total of all active and inactive participants	2019-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	142
Number of participants with account balances	2019-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on OHIO VALLEY ELECTRICAL SERVICES, LLC 401(K) RETIREMENT PLAN

Measure	Date	Value
2023 : OHIO VALLEY ELECTRICAL SERVICES, LLC 401(K) RETIREMENT 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	$1,520
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	$2,960,243
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$1,374,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$1,268,271
Expenses. Certain deemed distributions of participant loans	2023-12-31	$28,310
Value of total corrective distributions	2023-12-31	$1,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$853,907
Value of total assets at end of year	2023-12-31	$13,031,155
Value of total assets at beginning of year	2023-12-31	$11,443,999
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$76,052
Total interest from all sources	2023-12-31	$17,844
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$270,260
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	$270,260
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$2,000,000
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	$618,088
Participant contributions at end of year	2023-12-31	$234,200
Participant contributions at beginning of year	2023-12-31	$238,645
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$5,015
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-12-31	$1,520
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-12-31	$0
Total non interest bearing cash at end of year	2023-12-31	$20,344
Total non interest bearing cash at beginning of year	2023-12-31	$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	2023-12-31	No
Value of net income/loss	2023-12-31	$1,585,636
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$13,029,635
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$11,443,999
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	$28,732
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$11,383,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$10,103,559
Interest on participant loans	2023-12-31	$17,844
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$1,393,508
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$1,101,795
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$1,818,232
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	No
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	$230,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$1,268,271
Contract administrator fees	2023-12-31	$47,320
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	KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN	2023-12-31	351090346
2022 : OHIO VALLEY ELECTRICAL SERVICES, LLC 401(K) RETIREMENT 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	$261
Total income from all sources (including contributions)	2022-12-31	$-1,075,833
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$468,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$397,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$908,367
Value of total assets at end of year	2022-12-31	$11,443,999
Value of total assets at beginning of year	2022-12-31	$12,988,405
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$70,616
Total interest from all sources	2022-12-31	$10,628
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$373,327
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	$373,327
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
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	$597,362
Participant contributions at end of year	2022-12-31	$238,645
Participant contributions at beginning of year	2022-12-31	$226,418
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$83,717
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$261
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	$-1,544,145
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$11,443,999
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$12,988,144
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	$68,303
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$10,103,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$11,339,661
Interest on participant loans	2022-12-31	$10,605
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$23
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,101,795
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,422,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,368,155
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	$227,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$397,696
Contract administrator fees	2022-12-31	$2,313
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	CASSADY SCHILLER & ASSOCIATES, INC.
Accountancy firm EIN	2022-12-31	311311065
2021 : OHIO VALLEY ELECTRICAL SERVICES, LLC 401(K) RETIREMENT 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	$261
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	$2,563,400
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$599,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$523,764
Expenses. Certain deemed distributions of participant loans	2021-12-31	$3,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$743,158
Value of total assets at end of year	2021-12-31	$12,988,405
Value of total assets at beginning of year	2021-12-31	$11,024,141
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$72,254
Total interest from all sources	2021-12-31	$29,783
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	$1,000,000
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	$548,058
Participant contributions at end of year	2021-12-31	$226,418
Participant contributions at beginning of year	2021-12-31	$202,523
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$261
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$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	2021-12-31	No
Value of net income/loss	2021-12-31	$1,964,003
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$12,988,144
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$11,024,141
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	$23,748
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$11,339,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$9,913,646
Income. Interest from loans (other than to participants)	2021-12-31	$10,755
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$19,028
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,422,326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$907,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,790,459
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	$195,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$523,764
Contract administrator fees	2021-12-31	$48,506
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	CASSADY SCHILLER & ASSOCIATES, INC.
Accountancy firm EIN	2021-12-31	311311065
2020 : OHIO VALLEY ELECTRICAL SERVICES, LLC 401(K) RETIREMENT 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	$2,182,247
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$449,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$354,598
Expenses. Certain deemed distributions of participant loans	2020-12-31	$32,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$552,253
Value of total assets at end of year	2020-12-31	$11,024,141
Value of total assets at beginning of year	2020-12-31	$9,291,620
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$62,624
Total interest from all sources	2020-12-31	$10,839
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	$1,000,000
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	$421,496
Participant contributions at end of year	2020-12-31	$202,523
Participant contributions at beginning of year	2020-12-31	$180,287
Other income not declared elsewhere	2020-12-31	$1,619,155
Administrative expenses (other) incurred	2020-12-31	$62,624
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	$1,732,521
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$11,024,141
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$9,291,620
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	$9,913,646
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$8,256,782
Interest on participant loans	2020-12-31	$10,839
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$907,972
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$854,551
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	$130,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$354,598
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	Unqualified
Accountancy firm name	2020-12-31	CASSADY SCHILLER & ASSOCIATES, INC.
Accountancy firm EIN	2020-12-31	311311065
2019 : OHIO VALLEY ELECTRICAL SERVICES, LLC 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
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 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 liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,886,693
Total income from all sources (including contributions)	2019-12-31	$2,886,693
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$624,283
Total of all expenses incurred	2019-12-31	$624,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$517,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$517,984
Expenses. Certain deemed distributions of participant loans	2019-12-31	$44,636
Expenses. Certain deemed distributions of participant loans	2019-12-31	$44,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,208,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,208,020
Value of total assets at end of year	2019-12-31	$9,291,620
Value of total assets at end of year	2019-12-31	$9,291,620
Value of total assets at beginning of year	2019-12-31	$7,029,210
Value of total assets at beginning of year	2019-12-31	$7,029,210
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$61,663
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$61,663
Total interest from all sources	2019-12-31	$12,600
Total interest from all sources	2019-12-31	$12,600
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$343,507
Participant contributions at end of year	2019-12-31	$180,287
Participant contributions at end of year	2019-12-31	$180,287
Participant contributions at beginning of year	2019-12-31	$240,033
Participant contributions at beginning of year	2019-12-31	$240,033
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$379,287
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$379,287
Administrative expenses (other) incurred	2019-12-31	$61,663
Administrative expenses (other) incurred	2019-12-31	$61,663
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
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	$2,262,410
Value of net income/loss	2019-12-31	$2,262,410
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$9,291,620
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$9,291,620
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$7,029,210
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$7,029,210
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
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	$9,111,333
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$9,111,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,789,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,789,177
Interest on participant loans	2019-12-31	$12,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,666,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,666,073
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
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
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	$485,226
Contributions received in cash from employer	2019-12-31	$485,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$517,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$517,984
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CASSADY SCHILLER CPAS AND ADVISORS
Accountancy firm name	2019-12-31	CASSADY SCHILLER CPAS AND ADVISORS
Accountancy firm EIN	2019-12-31	311311065
Accountancy firm EIN	2019-12-31	311311065

Form 5500 Responses for OHIO VALLEY ELECTRICAL SERVICES, LLC 401(K) RETIREMENT PLAN

2023: OHIO VALLEY ELECTRICAL SERVICES, LLC 401(K) RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
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 – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: OHIO VALLEY ELECTRICAL SERVICES, LLC 401(K) RETIREMENT 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: OHIO VALLEY ELECTRICAL SERVICES, LLC 401(K) RETIREMENT 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: OHIO VALLEY ELECTRICAL SERVICES, LLC 401(K) RETIREMENT 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
2019: OHIO VALLEY ELECTRICAL SERVICES, LLC 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single 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

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

639-87009

Policy instance

Insurance contract or identification number	639-87009
Number of Individuals Covered	164
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $2,644
Total amount of fees paid to insurance company	USD $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 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?	Yes
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

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

639-87009

Policy instance

Insurance contract or identification number	639-87009
Number of Individuals Covered	147
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $3,116
Total amount of fees paid to insurance company	USD $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 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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,116
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

639-87009

Policy instance

Insurance contract or identification number	639-87009
Number of Individuals Covered	145
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $2,697
Total amount of fees paid to insurance company	USD $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?	Yes
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
Other information about contract	GUARANTEED INVESTMENT
Commission paid to Insurance Broker	USD $2,697
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

639-87009

Policy instance

Insurance contract or identification number	639-87009
Number of Individuals Covered	133
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $2,105
Total amount of fees paid to insurance company	USD $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?	Yes
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
Other information about contract	GUARANTEED INVESTMENT
Commission paid to Insurance Broker	USD $2,105
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	OHIO VALLEY ELECTRICAL SERVICES, INC.
Employer identification number (EIN):	010706901
NAIC Classification:	238210
NAIC Description:	Electrical Contractors and Other Wiring Installation Contractors

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	2002-05-30
Company Identification Number:	1321571
Legal Registered Office Address:	250 E. FIFTH STREET SUITE 2350 CINCINNATI United States of America (USA) 45202