Plan Name | GEORGE MOEHRLE MASONRY, INC. RETIREMENT PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | GEORGE MOEHRLE MASONRY, INC. |
Employer identification number (EIN): | 521438573 |
NAIC Classification: | 238100 |
Additional information about GEORGE MOEHRLE MASONRY, INC.
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 2013-08-07 |
Company Identification Number: | F193689 |
Legal Registered Office Address: |
11350 RANDOM HILLS RD STE 500 FAIRFAX United States of America (USA) 22030 |
More information about GEORGE MOEHRLE MASONRY, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2023-01-01 | ||||
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | GEORGE MOEHRLE | 2019-07-02 | GEORGE MOEHRLE | 2019-07-02 |
002 | 2017-01-01 | GEORGE MOEHRLE | GEORGE MOEHRLE | 2018-10-12 | |
002 | 2016-01-01 | GEORGE MOEHRLE | GEORGE MOEHRLE | 2017-10-16 | |
002 | 2015-01-01 | GEORGE MOEHRLE | GEORGE MOEHRLE | 2016-10-13 | |
002 | 2014-01-01 | GEORGE MOEHRLE | GEORGE MOEHRLE | 2015-10-06 | |
002 | 2013-01-01 | GEORGE MOEHRLE | GEORGE MOEHRLE | 2014-10-03 | |
002 | 2012-01-01 | GEORGE MOEHRLE | 2013-03-21 | GEORGE MOEHRLE | 2013-03-21 |
002 | 2011-01-01 | GEORGE MOEHRLE | 2012-06-19 | GEORGE MOEHRLE | 2012-06-19 |
Measure | Date | Value |
---|---|---|
2023: GEORGE MOEHRLE MASONRY, INC. RETIREMENT PLAN 2023 401k membership | ||
Total participants, beginning-of-year | 2023-01-01 | 187 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 155 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 26 |
Total of all active and inactive participants | 2023-01-01 | 181 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 181 |
Number of participants with account balances | 2023-01-01 | 112 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: GEORGE MOEHRLE MASONRY, INC. RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 166 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 127 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 59 |
Total of all active and inactive participants | 2022-01-01 | 186 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 186 |
Number of participants with account balances | 2022-01-01 | 166 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: GEORGE MOEHRLE MASONRY, INC. RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 139 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 132 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 34 |
Total of all active and inactive participants | 2021-01-01 | 166 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 166 |
Number of participants with account balances | 2021-01-01 | 147 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: GEORGE MOEHRLE MASONRY, INC. RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 168 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 54 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 43 |
Total of all active and inactive participants | 2020-01-01 | 97 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 97 |
Number of participants with account balances | 2020-01-01 | 88 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: GEORGE MOEHRLE MASONRY, INC. RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 160 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 128 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 40 |
Total of all active and inactive participants | 2019-01-01 | 168 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 168 |
Number of participants with account balances | 2019-01-01 | 116 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2017: GEORGE MOEHRLE MASONRY, INC. RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 128 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 56 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 25 |
Total of all active and inactive participants | 2017-01-01 | 81 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 81 |
Number of participants with account balances | 2017-01-01 | 79 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: GEORGE MOEHRLE MASONRY, INC. RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 116 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 102 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 26 |
Total of all active and inactive participants | 2016-01-01 | 128 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 128 |
Number of participants with account balances | 2016-01-01 | 83 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: GEORGE MOEHRLE MASONRY, INC. RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 252 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 92 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 24 |
Total of all active and inactive participants | 2015-01-01 | 116 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 116 |
Number of participants with account balances | 2015-01-01 | 51 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: GEORGE MOEHRLE MASONRY, INC. RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 210 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 222 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 17 |
Total of all active and inactive participants | 2014-01-01 | 239 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 239 |
Number of participants with account balances | 2014-01-01 | 50 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: GEORGE MOEHRLE MASONRY, INC. RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 173 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 195 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 15 |
Total of all active and inactive participants | 2013-01-01 | 210 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 210 |
Number of participants with account balances | 2013-01-01 | 47 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2023 : GEORGE MOEHRLE MASONRY, INC. RETIREMENT PLAN 2023 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $21,098 |
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 | $1,468,233 |
Total loss/gain on sale of assets | 2023-12-31 | $0 |
Total of all expenses incurred | 2023-12-31 | $1,129,941 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $1,082,355 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $833,428 |
Value of total assets at end of year | 2023-12-31 | $4,725,675 |
Value of total assets at beginning of year | 2023-12-31 | $4,366,285 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $47,586 |
Total interest from all sources | 2023-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $97,731 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $97,731 |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $35,000 |
If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Contributions received from participants | 2023-12-31 | $98,311 |
Participant contributions at end of year | 2023-12-31 | $1,717 |
Participant contributions at beginning of year | 2023-12-31 | $1,963 |
Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $27,145 |
Administrative expenses (other) incurred | 2023-12-31 | $875 |
Liabilities. Value of operating payables at end of year | 2023-12-31 | $21,098 |
Total non interest bearing cash at beginning of year | 2023-12-31 | $7,751 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $338,292 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $4,704,577 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $4,366,285 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $4,516,009 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $4,130,764 |
Interest on participant loans | 2023-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2023-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2023-12-31 | $189,315 |
Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $181,833 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $635,653 |
Net investment gain or loss from common/collective trusts | 2023-12-31 | $-98,579 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Contributions received in cash from employer | 2023-12-31 | $707,972 |
Employer contributions (assets) at end of year | 2023-12-31 | $18,634 |
Employer contributions (assets) at beginning of year | 2023-12-31 | $43,974 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $1,082,355 |
Contract administrator fees | 2023-12-31 | $46,711 |
Did the plan have assets held for investment | 2023-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Disclaimer |
Accountancy firm name | 2023-12-31 | LYDON FETTEROLF CORYDON, PA |
Accountancy firm EIN | 2023-12-31 | 521185156 |
2022 : GEORGE MOEHRLE MASONRY, INC. RETIREMENT PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $670,852 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $770,788 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $716,188 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,335,490 |
Value of total assets at end of year | 2022-12-31 | $4,366,285 |
Value of total assets at beginning of year | 2022-12-31 | $4,466,221 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $54,600 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $82,079 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $82,079 |
Administrative expenses professional fees incurred | 2022-12-31 | $19,285 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $35,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $64,967 |
Participant contributions at end of year | 2022-12-31 | $1,963 |
Administrative expenses (other) incurred | 2022-12-31 | $171 |
Total non interest bearing cash at end of year | 2022-12-31 | $7,751 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-99,936 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $4,366,285 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,466,221 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $4,130,764 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $4,284,138 |
Interest on participant loans | 2022-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $181,833 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $182,083 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-865,091 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $118,374 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,270,523 |
Employer contributions (assets) at end of year | 2022-12-31 | $43,974 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $716,188 |
Contract administrator fees | 2022-12-31 | $35,144 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | LYDON FETTEROLF CORYDON, PA |
Accountancy firm EIN | 2022-12-31 | 521185156 |
2021 : GEORGE MOEHRLE MASONRY, INC. RETIREMENT PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $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 | $1,407,068 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $385,993 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $341,097 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $772,571 |
Value of total assets at end of year | 2021-12-31 | $4,466,221 |
Value of total assets at beginning of year | 2021-12-31 | $3,445,146 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $44,896 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $303,796 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $303,796 |
Administrative expenses professional fees incurred | 2021-12-31 | $20,505 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $35,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $68,852 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $983 |
Administrative expenses (other) incurred | 2021-12-31 | $4,293 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,021,075 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $4,466,221 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,445,146 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $4,284,138 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $3,294,342 |
Interest on participant loans | 2021-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $182,083 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $146,353 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $328,005 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $2,696 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $703,719 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $3,468 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $341,097 |
Contract administrator fees | 2021-12-31 | $20,098 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | Yes |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | LYDON FETTEROLF CORYDON, PA |
Accountancy firm EIN | 2021-12-31 | 521185156 |
2020 : GEORGE MOEHRLE MASONRY, INC. RETIREMENT PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $873,182 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $413,569 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $366,064 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $479,729 |
Value of total assets at end of year | 2020-12-31 | $3,445,146 |
Value of total assets at beginning of year | 2020-12-31 | $2,985,533 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $47,505 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $201,657 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $201,657 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $35,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $56,752 |
Participant contributions at end of year | 2020-12-31 | $983 |
Participant contributions at beginning of year | 2020-12-31 | $945 |
Administrative expenses (other) incurred | 2020-12-31 | $47,505 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $459,613 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $3,445,146 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,985,533 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $3,294,342 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $2,820,535 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $146,353 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $158,629 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $188,980 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $2,816 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $422,977 |
Employer contributions (assets) at end of year | 2020-12-31 | $3,468 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $5,424 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $366,064 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | LYDON FETTEROLF CORYDON, PA |
Accountancy firm EIN | 2020-12-31 | 521185156 |
2019 : GEORGE MOEHRLE MASONRY, INC. RETIREMENT PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $1,034,360 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $212,988 |
Total of all expenses incurred | 2019-12-31 | $212,988 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $191,476 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $191,476 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $536,476 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $536,476 |
Value of total assets at end of year | 2019-12-31 | $2,985,533 |
Value of total assets at end of year | 2019-12-31 | $2,985,533 |
Value of total assets at beginning of year | 2019-12-31 | $2,164,161 |
Value of total assets at beginning of year | 2019-12-31 | $2,164,161 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $21,512 |
Total interest from all sources | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $124,407 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $124,407 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $124,407 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $124,407 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $203,000 |
Value of fidelity bond cover | 2019-12-31 | $203,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $42,404 |
Contributions received from participants | 2019-12-31 | $42,404 |
Participant contributions at end of year | 2019-12-31 | $945 |
Participant contributions at end of year | 2019-12-31 | $945 |
Administrative expenses (other) incurred | 2019-12-31 | $21,512 |
Administrative expenses (other) incurred | 2019-12-31 | $21,512 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $821,372 |
Value of net income/loss | 2019-12-31 | $821,372 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,985,533 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,164,161 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,164,161 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,820,535 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,820,535 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,014,660 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,014,660 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $158,629 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $158,629 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $149,501 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $149,501 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $370,215 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $370,215 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $3,262 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $3,262 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $494,072 |
Contributions received in cash from employer | 2019-12-31 | $494,072 |
Employer contributions (assets) at end of year | 2019-12-31 | $5,424 |
Employer contributions (assets) at end of year | 2019-12-31 | $5,424 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $191,476 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $191,476 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | LYDON FETTEROLF CORYDON, PA |
Accountancy firm name | 2019-12-31 | LYDON FETTEROLF CORYDON, PA |
Accountancy firm EIN | 2019-12-31 | 521185156 |
Accountancy firm EIN | 2019-12-31 | 521185156 |
2017 : GEORGE MOEHRLE MASONRY, INC. RETIREMENT PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 | $16,375 |
Total income from all sources (including contributions) | 2017-12-31 | $519,931 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $130,657 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $92,417 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $269,930 |
Value of total assets at end of year | 2017-12-31 | $2,023,865 |
Value of total assets at beginning of year | 2017-12-31 | $1,650,966 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $38,240 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $15,374 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $203,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $30,702 |
Participant contributions at end of year | 2017-12-31 | $421 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $16,375 |
Administrative expenses (other) incurred | 2017-12-31 | $22,866 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $389,274 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $2,023,865 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,634,591 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $1,941,642 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $1,591,554 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $69,311 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $59,412 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $249,122 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $879 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $239,228 |
Employer contributions (assets) at end of year | 2017-12-31 | $12,491 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $92,417 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | LYDON FETTEROLF CORYDON, P.A. |
Accountancy firm EIN | 2017-12-31 | 521185156 |
2016 : GEORGE MOEHRLE MASONRY, INC. RETIREMENT PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $16,375 |
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 | $355,247 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $90,309 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $61,207 |
Value of total corrective distributions | 2016-12-31 | $16,375 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $213,873 |
Value of total assets at end of year | 2016-12-31 | $1,650,966 |
Value of total assets at beginning of year | 2016-12-31 | $1,369,653 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $12,727 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $11,927 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $165,097 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $40,330 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $577 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $16,375 |
Administrative expenses (other) incurred | 2016-12-31 | $800 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $264,938 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,634,591 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,369,653 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $1,591,554 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $1,316,468 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $59,412 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $52,608 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $140,739 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $635 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $173,543 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $61,207 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | LYDON FETTEROLF CORYDON, P. A. |
Accountancy firm EIN | 2016-12-31 | 521185156 |
2015 : GEORGE MOEHRLE MASONRY, INC. RETIREMENT PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 | $39,494 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $33,800 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $12,492 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $43,217 |
Value of total assets at end of year | 2015-12-31 | $1,369,653 |
Value of total assets at beginning of year | 2015-12-31 | $1,363,959 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $21,308 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $11,436 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $136,965 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $26,616 |
Participant contributions at end of year | 2015-12-31 | $577 |
Participant contributions at beginning of year | 2015-12-31 | $406 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $410 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $5,694 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,369,653 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,363,959 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $1,316,468 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $1,314,706 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $52,608 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $48,847 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-4,203 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $480 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $16,191 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $12,492 |
Contract administrator fees | 2015-12-31 | $9,872 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | LYDON FETTEROLF CORYDON, P. A. |
Accountancy firm EIN | 2015-12-31 | 521185156 |
2014 : GEORGE MOEHRLE MASONRY, INC. RETIREMENT PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 | $135,630 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $35,492 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $17,457 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $28,640 |
Value of total assets at end of year | 2014-12-31 | $1,363,959 |
Value of total assets at beginning of year | 2014-12-31 | $1,263,821 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $18,035 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $136,400 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $13,732 |
Participant contributions at end of year | 2014-12-31 | $406 |
Participant contributions at beginning of year | 2014-12-31 | $355 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $8,567 |
Administrative expenses (other) incurred | 2014-12-31 | $18,035 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $100,138 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $1,363,959 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,263,821 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $1,314,706 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $1,214,961 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $48,847 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $48,310 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $106,663 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $327 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $6,341 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $195 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $17,457 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | LYDON FETTEROLF CORYDON, P. A. |
Accountancy firm EIN | 2014-12-31 | 521185156 |
2013 : GEORGE MOEHRLE MASONRY, INC. RETIREMENT PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 | $311,067 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $448,177 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $439,147 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $87,466 |
Value of total assets at end of year | 2013-12-31 | $1,263,821 |
Value of total assets at beginning of year | 2013-12-31 | $1,400,931 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $9,030 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $9,030 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $35,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $9,944 |
Participant contributions at end of year | 2013-12-31 | $355 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $762 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $-137,110 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $1,263,821 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,400,931 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $1,214,961 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,321,304 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $48,310 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $79,627 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $223,038 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $563 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $76,760 |
Employer contributions (assets) at end of year | 2013-12-31 | $195 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $439,147 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | LYDON FETTEROLF CORYDON, P.A. |
Accountancy firm EIN | 2013-12-31 | 521185156 |
2023: GEORGE MOEHRLE MASONRY, INC. RETIREMENT PLAN 2023 form 5500 responses | ||
---|---|---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: GEORGE MOEHRLE MASONRY, INC. RETIREMENT PLAN 2022 form 5500 responses | ||
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: GEORGE MOEHRLE MASONRY, INC. RETIREMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: GEORGE MOEHRLE MASONRY, INC. RETIREMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: GEORGE MOEHRLE MASONRY, INC. RETIREMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2017: GEORGE MOEHRLE MASONRY, INC. RETIREMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: GEORGE MOEHRLE MASONRY, INC. RETIREMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: GEORGE MOEHRLE MASONRY, INC. RETIREMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: GEORGE MOEHRLE MASONRY, INC. RETIREMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: GEORGE MOEHRLE MASONRY, INC. RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |