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U. S. ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 401k Plan overview

Plan NameU. S. ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
Plan identification number 003

U. S. ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • The employer maintaining this ESOP is an S Corporation
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

U.S. ENGINEERING COMPANY HOLDINGS has sponsored the creation of one or more 401k plans.

Company Name:U.S. ENGINEERING COMPANY HOLDINGS
Employer identification number (EIN):460934113
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan U. S. ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

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
0032017-01-01JAMES TONTY JAMES TONTY2018-10-05
0032016-01-01JAMES TONTY JAMES TONTY2017-09-27
0032015-01-01JAMES TONTY
0032014-01-01JAMES TONTY JAMES TONTY2015-10-14
0032014-01-01JAMES TONTY
0032013-01-01JIM E. TONTY JIM E. TONTY2014-10-15
0032012-01-01JIM E. TONTY

Plan Statistics for U. S. ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

401k plan membership statisitcs for U. S. ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

Measure Date Value
2023: U. S. ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-01409
Total number of active participants reported on line 7a of the Form 55002023-01-01366
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0134
Total of all active and inactive participants2023-01-01400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01401
Number of participants with account balances2023-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: U. S. ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01387
Total number of active participants reported on line 7a of the Form 55002022-01-01358
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0137
Total of all active and inactive participants2022-01-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01395
Number of participants with account balances2022-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: U. S. ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01341
Total number of active participants reported on line 7a of the Form 55002021-01-01311
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0143
Total of all active and inactive participants2021-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01354
Number of participants with account balances2021-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: U. S. ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01336
Total number of active participants reported on line 7a of the Form 55002020-01-01312
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0135
Total of all active and inactive participants2020-01-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01347
Number of participants with account balances2020-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: U. S. ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01301
Total number of active participants reported on line 7a of the Form 55002019-01-01284
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0142
Total of all active and inactive participants2019-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01326
Number of participants with account balances2019-01-01326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: U. S. ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01242
Total number of active participants reported on line 7a of the Form 55002018-01-01266
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0129
Total of all active and inactive participants2018-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01295
Number of participants with account balances2018-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: U. S. ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01224
Total number of active participants reported on line 7a of the Form 55002017-01-01220
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0119
Total of all active and inactive participants2017-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01239
Number of participants with account balances2017-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: U. S. ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01231
Total number of active participants reported on line 7a of the Form 55002016-01-01202
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0122
Total of all active and inactive participants2016-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01225
Number of participants with account balances2016-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: U. S. ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01215
Total number of active participants reported on line 7a of the Form 55002015-01-01156
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0146
Total of all active and inactive participants2015-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01203
Number of participants with account balances2015-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: U. S. ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01181
Total number of active participants reported on line 7a of the Form 55002014-01-01144
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0160
Total of all active and inactive participants2014-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01204
Number of participants with account balances2014-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0120
2013: U. S. ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01156
Total number of active participants reported on line 7a of the Form 55002013-01-01136
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0145
Total of all active and inactive participants2013-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01181
Number of participants with account balances2013-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: U. S. ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01151
Total number of active participants reported on line 7a of the Form 55002012-01-01116
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0134
Total of all active and inactive participants2012-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01150
Number of participants with account balances2012-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017

Financial Data on U. S. ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

Measure Date Value
2023 : U. S. ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$32,223
Total unrealized appreciation/depreciation of assets2023-12-31$32,223
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$242,878
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$402,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$375,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$0
Value of total assets at end of year2023-12-31$5,632,847
Value of total assets at beginning of year2023-12-31$5,792,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$26,658
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$46,684
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$46,684
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-159,777
Value of net assets at end of year (total assets less liabilities)2023-12-31$5,632,847
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$5,792,624
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
Investment advisory and management fees2023-12-31$5,808
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$1,335,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$1,527,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$163,971
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
Assets. Invements in employer securities at end of year2023-12-31$4,297,098
Assets. Invements in employer securities at beginning of year2023-12-31$4,264,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$375,997
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31FORVIS MAZARS, LLP
Accountancy firm EIN2023-12-31440160260
2022 : U. S. ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-284,325
Total unrealized appreciation/depreciation of assets2022-12-31$-284,325
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$0
Total income from all sources (including contributions)2022-12-31$-478,980
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$823,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$796,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$5,792,624
Value of total assets at beginning of year2022-12-31$7,095,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$26,848
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$263,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$47,425
Administrative expenses professional fees incurred2022-12-31$18,459
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,302,395
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,792,624
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,095,019
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$8,389
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,527,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,545,819
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-458,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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
Assets. Invements in employer securities at end of year2022-12-31$4,264,875
Assets. Invements in employer securities at beginning of year2022-12-31$4,549,200
Income. Dividends from common stock2022-12-31$216,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$796,567
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 name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : U. S. ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$568,650
Total unrealized appreciation/depreciation of assets2021-12-31$568,650
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,184,733
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$281,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$255,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$7,095,019
Value of total assets at beginning of year2021-12-31$5,192,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$26,206
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,550,962
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$31,183
Administrative expenses professional fees incurred2021-12-31$9,070
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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
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$1,902,754
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,095,019
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,192,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$17,136
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,545,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,211,714
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$65,121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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
Assets. Invements in employer securities at end of year2021-12-31$4,549,200
Assets. Invements in employer securities at beginning of year2021-12-31$3,980,551
Income. Dividends from common stock2021-12-31$1,519,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$255,773
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 name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : U. S. ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$663,426
Total unrealized appreciation/depreciation of assets2020-12-31$663,426
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$1,128,265
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$205,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$179,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$5,192,265
Value of total assets at beginning of year2020-12-31$4,269,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$26,482
Total interest from all sources2020-12-31$3,992
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$460,847
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$22,100
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$200,000
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
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$922,424
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,192,265
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,269,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$4,382
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,211,714
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$952,716
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$3,980,551
Assets. Invements in employer securities at beginning of year2020-12-31$3,317,125
Income. Dividends from common stock2020-12-31$460,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$179,359
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : U. S. ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$341,190
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$341,190
Total unrealized appreciation/depreciation of assets2019-12-31$341,190
Total unrealized appreciation/depreciation of assets2019-12-31$341,190
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$1,435,488
Total income from all sources (including contributions)2019-12-31$1,435,488
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$157,234
Total of all expenses incurred2019-12-31$157,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$117,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$117,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$387,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$387,005
Value of total assets at end of year2019-12-31$4,269,841
Value of total assets at end of year2019-12-31$4,269,841
Value of total assets at beginning of year2019-12-31$2,991,587
Value of total assets at beginning of year2019-12-31$2,991,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$39,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$39,616
Total interest from all sources2019-12-31$14,395
Total interest from all sources2019-12-31$14,395
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$692,898
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$692,898
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$36,900
Administrative expenses professional fees incurred2019-12-31$36,900
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Total non interest bearing cash at beginning of year2019-12-31$70,883
Total non interest bearing cash at beginning of year2019-12-31$70,883
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,278,254
Value of net income/loss2019-12-31$1,278,254
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,269,841
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,269,841
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,991,587
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,991,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$2,716
Investment advisory and management fees2019-12-31$2,716
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$952,716
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$952,716
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$331,774
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$331,774
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$331,774
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$331,774
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$14,395
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$14,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$3,317,125
Assets. Invements in employer securities at end of year2019-12-31$3,317,125
Assets. Invements in employer securities at beginning of year2019-12-31$2,588,930
Assets. Invements in employer securities at beginning of year2019-12-31$2,588,930
Contributions received in cash from employer2019-12-31$387,005
Contributions received in cash from employer2019-12-31$387,005
Income. Dividends from common stock2019-12-31$692,898
Income. Dividends from common stock2019-12-31$692,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$117,618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$117,618
Did the plan have assets held for investment2019-12-31Yes
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
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
Accountancy firm EIN2019-12-31440160260
2018 : U. S. ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$906,950
Total unrealized appreciation/depreciation of assets2018-12-31$906,950
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$1,974,766
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$780,300
Value of total assets at end of year2018-12-31$2,991,587
Value of total assets at beginning of year2018-12-31$1,021,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,662
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$287,516
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,189
Administrative expenses professional fees incurred2018-12-31$3,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$200,000
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
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$86,952
Total non interest bearing cash at end of year2018-12-31$70,883
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
Income. Non cash contributions2018-12-31$780,300
Value of net income/loss2018-12-31$1,969,790
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,991,587
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,021,797
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$662
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$331,774
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$20,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$20,314
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$2,588,930
Assets. Invements in employer securities at beginning of year2018-12-31$901,680
Employer contributions (assets) at beginning of year2018-12-31$12,851
Income. Dividends from common stock2018-12-31$284,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,314
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 name2018-12-31MIZE HOUSER & COMPANY, P.A.
Accountancy firm EIN2018-12-31480882363
2017 : U. S. ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$159,120
Total unrealized appreciation/depreciation of assets2017-12-31$159,120
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$201
Total income from all sources (including contributions)2017-12-31$307,583
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$107,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$86,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$12,851
Value of total assets at end of year2017-12-31$1,021,797
Value of total assets at beginning of year2017-12-31$822,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$21,302
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$135,612
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$463
Administrative expenses professional fees incurred2017-12-31$21,030
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$100,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$86,952
Liabilities. Value of operating payables at beginning of year2017-12-31$201
Total non interest bearing cash at beginning of year2017-12-31$19,783
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$199,751
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,021,797
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$822,046
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$272
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$20,314
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$59,904
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$59,904
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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
Assets. Invements in employer securities at end of year2017-12-31$901,680
Assets. Invements in employer securities at beginning of year2017-12-31$742,560
Contributions received in cash from employer2017-12-31$12,851
Employer contributions (assets) at end of year2017-12-31$12,851
Income. Dividends from common stock2017-12-31$135,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$86,530
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MIZE HOUSER & COMPANY, P.A.
Accountancy firm EIN2017-12-31480882363
2016 : U. S. ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-17,680
Total unrealized appreciation/depreciation of assets2016-12-31$-17,680
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$201
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$77,256
Total income from all sources (including contributions)2016-12-31$61,209
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$13,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$10,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$822,247
Value of total assets at beginning of year2016-12-31$851,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,072
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$78,889
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$53
Administrative expenses professional fees incurred2016-12-31$3,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$100,000
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
Liabilities. Value of operating payables at end of year2016-12-31$201
Liabilities. Value of operating payables at beginning of year2016-12-31$201
Total non interest bearing cash at end of year2016-12-31$19,783
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$47,720
Value of net assets at end of year (total assets less liabilities)2016-12-31$822,046
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$774,326
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
Investment advisory and management fees2016-12-31$72
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$59,904
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$46,342
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$46,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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
Assets. Invements in employer securities at end of year2016-12-31$742,560
Assets. Invements in employer securities at beginning of year2016-12-31$760,240
Employer contributions (assets) at beginning of year2016-12-31$45,000
Income. Dividends from common stock2016-12-31$78,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$10,417
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$77,055
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 name2016-12-31MIZE HOUSER & COMPANY, P.A.
Accountancy firm EIN2016-12-31480882363
2015 : U. S. ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$53,040
Total unrealized appreciation/depreciation of assets2015-12-31$53,040
Total transfer of assets from this plan2015-12-31$201
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$77,256
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$51,144
Total income from all sources (including contributions)2015-12-31$146,006
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$80,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$77,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$74,760
Value of total assets at end of year2015-12-31$851,582
Value of total assets at beginning of year2015-12-31$759,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,152
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$18,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$6
Administrative expenses professional fees incurred2015-12-31$3,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$51,144
Liabilities. Value of operating payables at end of year2015-12-31$201
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$65,799
Value of net assets at end of year (total assets less liabilities)2015-12-31$774,326
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$708,728
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
Investment advisory and management fees2015-12-31$152
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$46,342
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$25,872
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$25,872
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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
Assets. Invements in employer securities at end of year2015-12-31$760,240
Assets. Invements in employer securities at beginning of year2015-12-31$707,200
Contributions received in cash from employer2015-12-31$74,760
Employer contributions (assets) at end of year2015-12-31$45,000
Employer contributions (assets) at beginning of year2015-12-31$26,800
Income. Dividends from common stock2015-12-31$18,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$77,055
Liabilities. Value of benefit claims payable at end of year2015-12-31$77,055
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 name2015-12-31MIZE HOUSER & COMPANY, P.A.
Accountancy firm EIN2015-12-31480882363
2014 : U. S. ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$51,144
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$34,813
Total income from all sources (including contributions)2014-12-31$31,642
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$87,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$84,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$26,800
Value of total assets at end of year2014-12-31$733,072
Value of total assets at beginning of year2014-12-31$772,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,232
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$30,517
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$253
Administrative expenses professional fees incurred2014-12-31$3,000
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
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$36,099
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$51,144
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$34,813
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-55,852
Value of net assets at end of year (total assets less liabilities)2014-12-31$681,928
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$737,780
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
Investment advisory and management fees2014-12-31$232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$17,242
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$25,872
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$12,052
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$12,052
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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
Assets. Invements in employer securities at end of year2014-12-31$707,200
Assets. Invements in employer securities at beginning of year2014-12-31$707,200
Contributions received in cash from employer2014-12-31$26,800
Employer contributions (assets) at end of year2014-12-31$26,800
Income. Dividends from common stock2014-12-31$30,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$84,262
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 name2014-12-31MIZE HOUSER & COMPANY, P.A.
Accountancy firm EIN2014-12-31480882363
2013 : U. S. ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$34,813
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$34,813
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$61,078
Total income from all sources (including contributions)2013-12-31$73,120
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$92,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$88,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$772,593
Value of total assets at beginning of year2013-12-31$852,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,587
Total interest from all sources2013-12-31$459
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$68,712
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,900
Administrative expenses professional fees incurred2013-12-31$3,000
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$36,099
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$34,813
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$61,078
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-19,121
Value of net assets at end of year (total assets less liabilities)2013-12-31$737,780
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$791,714
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
Investment advisory and management fees2013-12-31$587
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$17,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$13,030
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$12,052
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$102,305
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$102,305
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$459
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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
Assets. Invements in employer securities at end of year2013-12-31$707,200
Assets. Invements in employer securities at beginning of year2013-12-31$707,200
Income. Dividends from common stock2013-12-31$66,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$88,654
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$30,257
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 name2013-12-31MIZE HOUSER & COMPANY, P.A.
Accountancy firm EIN2013-12-31480882363
2012 : U. S. ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$44,200
Total unrealized appreciation/depreciation of assets2012-12-31$44,200
Total transfer of assets from this plan2012-12-31$61,078
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$61,078
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$534,887
Total income from all sources (including contributions)2012-12-31$100,051
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$38,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$32,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$852,792
Value of total assets at beginning of year2012-12-31$1,326,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,425
Total interest from all sources2012-12-31$2,968
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$53,728
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$280
Administrative expenses professional fees incurred2012-12-31$3,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$61,078
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$534,887
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$61,638
Value of net assets at end of year (total assets less liabilities)2012-12-31$791,714
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$791,154
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
Investment advisory and management fees2012-12-31$2,425
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$13,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$102,305
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$621,143
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$621,143
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,968
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$-845
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
Assets. Invements in employer securities at end of year2012-12-31$707,200
Assets. Invements in employer securities at beginning of year2012-12-31$663,000
Contributions received in cash from employer2012-12-31$0
Income. Dividends from common stock2012-12-31$53,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$32,988
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$30,257
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$30,663
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 name2012-12-31MIZE HOUSER & COMPANY, P.A.
Accountancy firm EIN2012-12-31480882363

Form 5500 Responses for U. S. ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

2023: U. S. ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 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: U. S. ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 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: U. S. ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 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: U. S. ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 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: U. S. ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 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: U. S. ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 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: U. S. ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: U. S. ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: U. S. ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: U. S. ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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: U. S. ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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: U. S. ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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