Logo

CONTRACTORS & EMPLOYEES 401(K) PLAN 401k Plan overview

Plan NameCONTRACTORS & EMPLOYEES 401(K) PLAN
Plan identification number 003

CONTRACTORS & EMPLOYEES 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PKF-MARK III, INC. has sponsored the creation of one or more 401k plans.

Company Name:PKF-MARK III, INC.
Employer identification number (EIN):231715080
NAIC Classification:541310
NAIC Description:Architectural Services

Additional information about PKF-MARK III, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2263732

More information about PKF-MARK III, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONTRACTORS & EMPLOYEES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01MELINDA RINDGEN MELINDA RINDGEN2018-07-31
0032016-01-01MELINDA RINDGEN MELINDA RINDGEN2017-08-02
0032015-01-01MELINDA RINDGEN MELINDA RINDGEN2016-08-09
0032014-01-01MELINDA RINDGEN MELINDA RINDGEN2015-09-21
0032013-01-01MELINDA RINDGEN MELINDA RINDGEN2014-09-12
0032012-01-01MELINDA RINDGEN
0032011-01-01STEPHEN P. NEIDHART
0032009-01-01STEPHEN NEIDHART

Plan Statistics for CONTRACTORS & EMPLOYEES 401(K) PLAN

401k plan membership statisitcs for CONTRACTORS & EMPLOYEES 401(K) PLAN

Measure Date Value
2023: CONTRACTORS & EMPLOYEES 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01228
Total number of active participants reported on line 7a of the Form 55002023-01-01136
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01139
Total of all active and inactive participants2023-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01275
Number of participants with account balances2023-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: CONTRACTORS & EMPLOYEES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01211
Total number of active participants reported on line 7a of the Form 55002022-01-01114
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01114
Total of all active and inactive participants2022-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01228
Number of participants with account balances2022-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CONTRACTORS & EMPLOYEES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01218
Total number of active participants reported on line 7a of the Form 55002021-01-0196
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01115
Total of all active and inactive participants2021-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01211
Number of participants with account balances2021-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CONTRACTORS & EMPLOYEES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01235
Total number of active participants reported on line 7a of the Form 55002020-01-0194
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01124
Total of all active and inactive participants2020-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01218
Number of participants with account balances2020-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CONTRACTORS & EMPLOYEES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01225
Total number of active participants reported on line 7a of the Form 55002019-01-01118
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01117
Total of all active and inactive participants2019-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01235
Number of participants with account balances2019-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CONTRACTORS & EMPLOYEES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01265
Total number of active participants reported on line 7a of the Form 55002018-01-0195
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01130
Total of all active and inactive participants2018-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01225
Number of participants with account balances2018-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CONTRACTORS & EMPLOYEES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01293
Total number of active participants reported on line 7a of the Form 55002017-01-0193
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01172
Total of all active and inactive participants2017-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01265
Number of participants with account balances2017-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CONTRACTORS & EMPLOYEES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01254
Total number of active participants reported on line 7a of the Form 55002016-01-01166
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01127
Total of all active and inactive participants2016-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01293
Number of participants with account balances2016-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CONTRACTORS & EMPLOYEES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01243
Total number of active participants reported on line 7a of the Form 55002015-01-01135
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01119
Total of all active and inactive participants2015-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01254
Number of participants with account balances2015-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CONTRACTORS & EMPLOYEES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01255
Total number of active participants reported on line 7a of the Form 55002014-01-01113
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01127
Total of all active and inactive participants2014-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01240
Number of participants with account balances2014-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CONTRACTORS & EMPLOYEES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01249
Total number of active participants reported on line 7a of the Form 55002013-01-01145
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01110
Total of all active and inactive participants2013-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01255
Number of participants with account balances2013-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CONTRACTORS & EMPLOYEES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01216
Total number of active participants reported on line 7a of the Form 55002012-01-01150
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0199
Total of all active and inactive participants2012-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01249
Number of participants with account balances2012-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CONTRACTORS & EMPLOYEES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01201
Total number of active participants reported on line 7a of the Form 55002011-01-0194
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01122
Total of all active and inactive participants2011-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01216
Number of participants with account balances2011-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CONTRACTORS & EMPLOYEES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01211
Total number of active participants reported on line 7a of the Form 55002009-01-01107
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0186
Total of all active and inactive participants2009-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01193
Number of participants with account balances2009-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CONTRACTORS & EMPLOYEES 401(K) PLAN

Measure Date Value
2023 : CONTRACTORS & EMPLOYEES 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$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$4,711,312
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,375,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,271,412
Expenses. Certain deemed distributions of participant loans2023-12-31$86,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,164,441
Value of total assets at end of year2023-12-31$20,081,642
Value of total assets at beginning of year2023-12-31$17,745,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$17,500
Total interest from all sources2023-12-31$16,521
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$440,638
Participant contributions at end of year2023-12-31$365,282
Participant contributions at beginning of year2023-12-31$402,776
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,336,124
Value of net assets at end of year (total assets less liabilities)2023-12-31$20,081,642
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$17,745,518
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Interest on participant loans2023-12-31$16,521
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$19,716,360
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$17,342,742
Net gain/loss from 103.12 investment entities2023-12-31$2,530,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,723,803
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,271,412
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31ERICKSON DEMEL & ASSOCIATES, PLLC
Accountancy firm EIN2023-12-31871577252
2022 : CONTRACTORS & EMPLOYEES 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-2,096,849
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$384,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$352,587
Expenses. Certain deemed distributions of participant loans2022-12-31$14,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,412,406
Value of total assets at end of year2022-12-31$17,745,518
Value of total assets at beginning of year2022-12-31$20,226,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$16,500
Total interest from all sources2022-12-31$10,098
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$16,500
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$357,367
Participant contributions at end of year2022-12-31$402,776
Participant contributions at beginning of year2022-12-31$297,058
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,480,925
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,745,518
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$20,226,443
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Interest on participant loans2022-12-31$10,098
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$17,342,742
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$19,929,385
Net gain/loss from 103.12 investment entities2022-12-31$-3,519,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,055,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$352,587
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ERICKSON DEMEL & ASSOCIATES, PLLC
Accountancy firm EIN2022-12-31871577252
2021 : CONTRACTORS & EMPLOYEES 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$3,199,675
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,025,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$999,434
Expenses. Certain deemed distributions of participant loans2021-12-31$10,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,330,037
Value of total assets at end of year2021-12-31$20,226,443
Value of total assets at beginning of year2021-12-31$18,052,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$15,340
Total interest from all sources2021-12-31$5,495
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 year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$15,340
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$313,979
Participant contributions at end of year2021-12-31$297,058
Participant contributions at beginning of year2021-12-31$10,817
Income. Received or receivable in cash from other sources (including rollovers)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 appraiser2021-12-31No
Value of net income/loss2021-12-31$2,173,929
Value of net assets at end of year (total assets less liabilities)2021-12-31$20,226,443
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$18,052,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Interest on participant loans2021-12-31$5,495
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$19,929,385
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$18,041,697
Net gain/loss from 103.12 investment entities2021-12-31$1,864,143
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,016,058
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$999,434
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ERICKSON DEMEL & ASSOCIATES, PLLC
Accountancy firm EIN2021-12-31871577252
2020 : CONTRACTORS & EMPLOYEES 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$3,873,316
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,352,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,337,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,596,879
Value of total assets at end of year2020-12-31$18,052,514
Value of total assets at beginning of year2020-12-31$16,531,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$15,026
Total interest from all sources2020-12-31$0
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 year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$15,026
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$327,719
Participant contributions at end of year2020-12-31$10,817
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,520,582
Value of net assets at end of year (total assets less liabilities)2020-12-31$18,052,514
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,531,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$18,041,697
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$16,531,932
Net gain/loss from 103.12 investment entities2020-12-31$2,276,437
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,269,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,337,708
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ERICKSON, DEMEL & CO., PLLC
Accountancy firm EIN2020-12-31464064364
2019 : CONTRACTORS & EMPLOYEES 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$3,999,475
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$629,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$616,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,584,359
Value of total assets at end of year2019-12-31$16,531,932
Value of total assets at beginning of year2019-12-31$13,161,540
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,700
Total interest from all sources2019-12-31$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 year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$12,700
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$315,195
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,370,392
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,531,932
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,161,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$16,531,932
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$13,161,540
Net gain/loss from 103.12 investment entities2019-12-31$2,415,116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,269,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$616,383
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ERICKSON, DEMEL & CO., PLLC
Accountancy firm EIN2019-12-31464064364
2018 : CONTRACTORS & EMPLOYEES 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$536,251
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,772,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,763,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,274,137
Value of total assets at end of year2018-12-31$13,161,540
Value of total assets at beginning of year2018-12-31$15,398,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,950
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$9,950
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$270,283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,236,721
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,161,540
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,398,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$13,161,540
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$15,398,261
Net gain/loss from 103.12 investment entities2018-12-31$-737,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,003,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,763,022
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31ERICKSON, DEMEL & CO., PLLC
Accountancy firm EIN2018-12-31464064364
2017 : CONTRACTORS & EMPLOYEES 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,951,182
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,788,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,783,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,115,892
Value of total assets at end of year2017-12-31$15,398,261
Value of total assets at beginning of year2017-12-31$13,235,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,900
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$4,900
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$411,702
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,162,310
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,398,261
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,235,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$15,398,261
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$13,235,951
Net gain/loss from 103.12 investment entities2017-12-31$1,835,290
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,704,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,783,972
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31ERICKSON, DEMEL & CO., PLLC
Accountancy firm EIN2017-12-31464064364
2016 : CONTRACTORS & EMPLOYEES 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,350,617
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,482,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,475,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,863,065
Value of total assets at end of year2016-12-31$13,235,951
Value of total assets at beginning of year2016-12-31$12,367,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,100
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$7,100
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$380,429
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$868,279
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,235,951
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,367,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$13,235,951
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$12,367,672
Net gain/loss from 103.12 investment entities2016-12-31$487,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,482,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,475,238
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31ERICKSON, DEMEL & CO., PLLC
Accountancy firm EIN2016-12-31464064364
2015 : CONTRACTORS & EMPLOYEES 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,374,076
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,474,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,467,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,764,604
Value of total assets at end of year2015-12-31$12,367,672
Value of total assets at beginning of year2015-12-31$12,467,878
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,900
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$6,900
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$512,694
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-100,206
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,367,672
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,467,878
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$12,367,672
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$12,467,878
Net gain/loss from 103.12 investment entities2015-12-31$-390,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,251,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,467,382
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31ERICKSON, DEMEL & CO., PLLC
Accountancy firm EIN2015-12-31464064364
2014 : CONTRACTORS & EMPLOYEES 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,196,273
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,269,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,262,097
Value of total corrective distributions2014-12-31$312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,696,141
Value of total assets at end of year2014-12-31$12,467,878
Value of total assets at beginning of year2014-12-31$11,540,714
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,700
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$6,700
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$343,777
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$927,164
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,467,878
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,540,714
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$12,467,878
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$11,540,714
Net gain/loss from 103.12 investment entities2014-12-31$500,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,352,364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,262,097
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31ERICKSON, DEMEL & CO., PLLC
Accountancy firm EIN2014-12-31464064364
2013 : CONTRACTORS & EMPLOYEES 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,482,649
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$746,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$743,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,088,499
Value of total assets at end of year2013-12-31$11,540,714
Value of total assets at beginning of year2013-12-31$8,804,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,800
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$3,800
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$409,548
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,649
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,735,773
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,540,714
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,804,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$11,540,714
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$8,804,941
Net gain/loss from 103.12 investment entities2013-12-31$1,394,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,677,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$743,076
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31ERICKSON, DEMEL & CO., PLLC
Accountancy firm EIN2013-12-31464064364
2012 : CONTRACTORS & EMPLOYEES 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,466,805
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$670,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$662,116
Value of total corrective distributions2012-12-31$2,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,672,817
Value of total assets at end of year2012-12-31$8,804,941
Value of total assets at beginning of year2012-12-31$7,008,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,700
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$5,700
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$333,514
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,796,689
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,804,941
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,008,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$8,804,941
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$7,008,252
Net gain/loss from 103.12 investment entities2012-12-31$793,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,339,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$662,116
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31ERICKSON DEMEL & CO., P.C.
Accountancy firm EIN2012-12-31742332708
2011 : CONTRACTORS & EMPLOYEES 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$969,733
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$575,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$570,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,142,827
Value of total assets at end of year2011-12-31$7,008,252
Value of total assets at beginning of year2011-12-31$6,614,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,700
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$5,700
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$192,339
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$394,031
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,008,252
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,614,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$7,008,252
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$6,614,221
Net gain/loss from 103.12 investment entities2011-12-31$-173,094
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$950,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$570,002
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31ERICKSON DEMEL & CO., P.C.
Accountancy firm EIN2011-12-31742332708
2010 : CONTRACTORS & EMPLOYEES 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,659,099
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$476,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$471,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,060,179
Value of total assets at end of year2010-12-31$6,614,221
Value of total assets at beginning of year2010-12-31$5,431,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,301
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$5,301
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$189,486
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,182,656
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,614,221
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,431,565
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$6,614,221
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$5,431,565
Net gain/loss from 103.12 investment entities2010-12-31$598,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$870,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$471,142
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31ERICKSON DEMEL & CO., P.C.
Accountancy firm EIN2010-12-31742332708
2009 : CONTRACTORS & EMPLOYEES 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CONTRACTORS & EMPLOYEES 401(K) PLAN

2023: CONTRACTORS & EMPLOYEES 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CONTRACTORS & EMPLOYEES 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CONTRACTORS & EMPLOYEES 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CONTRACTORS & EMPLOYEES 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CONTRACTORS & EMPLOYEES 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CONTRACTORS & EMPLOYEES 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CONTRACTORS & EMPLOYEES 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CONTRACTORS & EMPLOYEES 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CONTRACTORS & EMPLOYEES 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CONTRACTORS & EMPLOYEES 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CONTRACTORS & EMPLOYEES 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CONTRACTORS & EMPLOYEES 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CONTRACTORS & EMPLOYEES 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CONTRACTORS & EMPLOYEES 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1