401k Plan data: THE ASSOCIATED GENERAL CONTRACTORS OF AMERICA, INC. 401(K) PLAN plan

THE ASSOCIATED GENERAL CONTRACTORS OF AMERICA, INC. 401(K) PLAN 401k Plan overview

Plan Name	THE ASSOCIATED GENERAL CONTRACTORS OF AMERICA, INC. 401(K) PLAN
Plan identification number	003

THE ASSOCIATED GENERAL CONTRACTORS OF AMERICA, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE ASSOCIATED GENERAL CONTRACTORS OF AMERICA, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE ASSOCIATED GENERAL CONTRACTORS OF AMERICA, INC.

Employer identification number (EIN): 530029260

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ASSOCIATED GENERAL CONTRACTORS OF AMERICA, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01
003 2022-01-01
003 2021-01-01 JEFFREY SHOAF 2022-08-25
003 2020-01-01 JEFFREY SHOAF 2021-05-04
003 2019-01-01 JEFFREY SHOAF 2020-05-21
003 2018-01-01 JEFFREY SHOAF 2019-06-25 JEFFREY SHOAF 2019-06-25
003 2017-01-01 JEFFREY SHOAF 2018-07-10 JEFFREY SHOAF 2018-07-10
003 2016-01-01 DAVID LUKENS 2017-07-12 DAVID R. LUKENS 2017-07-12
003 2015-01-01 DAVID LUKENS 2016-07-01 DAVID R. LUKENS 2016-07-01
003 2014-01-01 DAVID LUKENS 2015-07-28
003 2013-01-01 DAVID LUKENS 2014-06-19
003 2012-01-01 DAVID LUKENS 2013-07-09 DAVID LUKENS 2013-07-09
003 2011-01-01 DAVID LUKENS
003 2010-01-01 DAVID LUKENS 2011-07-20 DAVID LUKENS 2011-07-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01
003	2022-01-01
003	2021-01-01	JEFFREY SHOAF	2022-08-25
003	2020-01-01	JEFFREY SHOAF	2021-05-04
003	2019-01-01	JEFFREY SHOAF	2020-05-21
003	2018-01-01	JEFFREY SHOAF	2019-06-25	JEFFREY SHOAF	2019-06-25
003	2017-01-01	JEFFREY SHOAF	2018-07-10	JEFFREY SHOAF	2018-07-10
003	2016-01-01	DAVID LUKENS	2017-07-12	DAVID R. LUKENS	2017-07-12
003	2015-01-01	DAVID LUKENS	2016-07-01	DAVID R. LUKENS	2016-07-01
003	2014-01-01	DAVID LUKENS	2015-07-28
003	2013-01-01	DAVID LUKENS	2014-06-19
003	2012-01-01	DAVID LUKENS	2013-07-09	DAVID LUKENS	2013-07-09
003	2011-01-01	DAVID LUKENS
003	2010-01-01	DAVID LUKENS	2011-07-20	DAVID LUKENS	2011-07-20

Plan Statistics for THE ASSOCIATED GENERAL CONTRACTORS OF AMERICA, INC. 401(K) PLAN

401k plan membership statisitcs for THE ASSOCIATED GENERAL CONTRACTORS OF AMERICA, INC. 401(K) PLAN

Measure Date Value
2011: THE ASSOCIATED GENERAL CONTRACTORS OF AMERICA, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 58
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 40
Total of all active and inactive participants 2011-01-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 98
Number of participants with account balances 2011-01-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 5

Measure	Date	Value
2011: THE ASSOCIATED GENERAL CONTRACTORS OF AMERICA, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	58
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	40
Total of all active and inactive participants	2011-01-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	98
Number of participants with account balances	2011-01-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	5

Financial Data on THE ASSOCIATED GENERAL CONTRACTORS OF AMERICA, INC. 401(K) PLAN

Measure	Date	Value
2011 : THE ASSOCIATED GENERAL CONTRACTORS OF AMERICA, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$493,078
Expenses. Total of all expenses incurred	2011-12-31	$411,759
Benefits paid (including direct rollovers)	2011-12-31	$376,666
Total plan assets at end of year	2011-12-31	$11,933,283
Total plan assets at beginning of year	2011-12-31	$11,851,964
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$394,913
Contributions received from other sources (not participants or employers)	2011-12-31	$3,490
Other income received	2011-12-31	$-439,273
Net income (gross income less expenses)	2011-12-31	$81,319
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$11,933,283
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$11,851,964
Total contributions received or receivable from employer(s)	2011-12-31	$533,948
Value of corrective distributions	2011-12-31	$12,049
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$23,044
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0

Form 5500 Responses for THE ASSOCIATED GENERAL CONTRACTORS OF AMERICA, INC. 401(K) PLAN

2011: THE ASSOCIATED GENERAL CONTRACTORS OF AMERICA, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	THE ASSOCIATED GENERAL CONTRACTORS OF AMERICA, INC.
Employer identification number (EIN):	530029260
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations