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C. J. COAKLEY CO., INC. 401(K) & DAVIS BACON PLAN 401k Plan overview

Plan NameC. J. COAKLEY CO., INC. 401(K) & DAVIS BACON PLAN
Plan identification number 005

C. J. COAKLEY CO., INC. 401(K) & DAVIS BACON PLAN Benefits

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

C. J. COAKLEY CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:C. J. COAKLEY CO., INC.
Employer identification number (EIN):540804860
NAIC Classification:238300

Additional information about C. J. COAKLEY CO., INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1966-08-04
Company Identification Number: 0109292
Legal Registered Office Address: 7732 LEE HWY

FALLS CHURCH
United States of America (USA)
22042

More information about C. J. COAKLEY CO., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan C. J. COAKLEY CO., INC. 401(K) & DAVIS BACON PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052023-01-01
0052022-01-01
0052021-01-01
0052020-01-01
0052019-01-01
0052018-01-01
0052017-01-01MARIA COAKLEY DAVID
0052016-01-01MARIA COAKLEY DAVID
0052015-01-01MARIA COAKLEY DAVID
0052014-01-01MARIA COAKLEY DAVID MARIA COAKLEY DAVID2015-10-13
0052013-01-01MARIA COAKLEY DAVID MARIA COAKLEY DAVID2014-10-08
0052012-01-01MARIA COAKLEY DAVID MARIA COAKLEY DAVID2013-10-14
0052011-01-01MARIA COAKLEY DAVID MARIA COAKLEY DAVID2012-10-11
0052009-01-01MARIA COAKLEY DAVID MARIA COAKLEY DAVID2010-10-14

Plan Statistics for C. J. COAKLEY CO., INC. 401(K) & DAVIS BACON PLAN

401k plan membership statisitcs for C. J. COAKLEY CO., INC. 401(K) & DAVIS BACON PLAN

Measure Date Value
2023: C. J. COAKLEY CO., INC. 401(K) & DAVIS BACON PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01624
Total number of active participants reported on line 7a of the Form 55002023-01-01282
Number of retired or separated participants receiving benefits2023-01-017
Number of other retired or separated participants entitled to future benefits2023-01-01182
Total of all active and inactive participants2023-01-01471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01471
Number of participants with account balances2023-01-01400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0183
2022: C. J. COAKLEY CO., INC. 401(K) & DAVIS BACON PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01637
Total number of active participants reported on line 7a of the Form 55002022-01-01360
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-01204
Total of all active and inactive participants2022-01-01571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01571
Number of participants with account balances2022-01-01495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01134
2021: C. J. COAKLEY CO., INC. 401(K) & DAVIS BACON PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01663
Total number of active participants reported on line 7a of the Form 55002021-01-01418
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-01155
Total of all active and inactive participants2021-01-01578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01578
Number of participants with account balances2021-01-01492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01124
2020: C. J. COAKLEY CO., INC. 401(K) & DAVIS BACON PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01700
Total number of active participants reported on line 7a of the Form 55002020-01-01495
Number of retired or separated participants receiving benefits2020-01-0110
Number of other retired or separated participants entitled to future benefits2020-01-01141
Total of all active and inactive participants2020-01-01646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01648
Number of participants with account balances2020-01-01474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0162
2019: C. J. COAKLEY CO., INC. 401(K) & DAVIS BACON PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01682
Total number of active participants reported on line 7a of the Form 55002019-01-01406
Number of retired or separated participants receiving benefits2019-01-0115
Number of other retired or separated participants entitled to future benefits2019-01-01275
Total of all active and inactive participants2019-01-01696
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01696
Number of participants with account balances2019-01-01626
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: C. J. COAKLEY CO., INC. 401(K) & DAVIS BACON PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01593
Total number of active participants reported on line 7a of the Form 55002018-01-01421
Number of retired or separated participants receiving benefits2018-01-0114
Number of other retired or separated participants entitled to future benefits2018-01-01247
Total of all active and inactive participants2018-01-01682
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01682
Number of participants with account balances2018-01-01635
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: C. J. COAKLEY CO., INC. 401(K) & DAVIS BACON PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01549
Total number of active participants reported on line 7a of the Form 55002017-01-01403
Number of retired or separated participants receiving benefits2017-01-0120
Number of other retired or separated participants entitled to future benefits2017-01-01171
Total of all active and inactive participants2017-01-01594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01594
Number of participants with account balances2017-01-01501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: C. J. COAKLEY CO., INC. 401(K) & DAVIS BACON PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01509
Total number of active participants reported on line 7a of the Form 55002016-01-01371
Number of retired or separated participants receiving benefits2016-01-0129
Number of other retired or separated participants entitled to future benefits2016-01-01138
Total of all active and inactive participants2016-01-01538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01538
Number of participants with account balances2016-01-01436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0113
2015: C. J. COAKLEY CO., INC. 401(K) & DAVIS BACON PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01422
Total number of active participants reported on line 7a of the Form 55002015-01-01363
Number of retired or separated participants receiving benefits2015-01-0113
Number of other retired or separated participants entitled to future benefits2015-01-01115
Total of all active and inactive participants2015-01-01491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01491
Number of participants with account balances2015-01-01403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: C. J. COAKLEY CO., INC. 401(K) & DAVIS BACON PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01526
Total number of active participants reported on line 7a of the Form 55002014-01-01285
Number of retired or separated participants receiving benefits2014-01-0112
Number of other retired or separated participants entitled to future benefits2014-01-01123
Total of all active and inactive participants2014-01-01420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01420
Number of participants with account balances2014-01-01371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: C. J. COAKLEY CO., INC. 401(K) & DAVIS BACON PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01650
Total number of active participants reported on line 7a of the Form 55002013-01-01329
Number of retired or separated participants receiving benefits2013-01-0143
Number of other retired or separated participants entitled to future benefits2013-01-01161
Total of all active and inactive participants2013-01-01533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01533
Number of participants with account balances2013-01-01496
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0114
2012: C. J. COAKLEY CO., INC. 401(K) & DAVIS BACON PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01844
Total number of active participants reported on line 7a of the Form 55002012-01-01504
Number of retired or separated participants receiving benefits2012-01-0143
Number of other retired or separated participants entitled to future benefits2012-01-01207
Total of all active and inactive participants2012-01-01754
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01754
Number of participants with account balances2012-01-01642
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0111
2011: C. J. COAKLEY CO., INC. 401(K) & DAVIS BACON PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01695
Total number of active participants reported on line 7a of the Form 55002011-01-01422
Number of retired or separated participants receiving benefits2011-01-0135
Number of other retired or separated participants entitled to future benefits2011-01-01301
Total of all active and inactive participants2011-01-01758
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01758
Number of participants with account balances2011-01-01640
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0123
2009: C. J. COAKLEY CO., INC. 401(K) & DAVIS BACON PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01843
Total number of active participants reported on line 7a of the Form 55002009-01-01457
Number of retired or separated participants receiving benefits2009-01-0147
Number of other retired or separated participants entitled to future benefits2009-01-01342
Total of all active and inactive participants2009-01-01846
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01846
Number of participants with account balances2009-01-01800
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0140

Financial Data on C. J. COAKLEY CO., INC. 401(K) & DAVIS BACON PLAN

Measure Date Value
2023 : C. J. COAKLEY CO., INC. 401(K) & DAVIS BACON PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$4,342,668
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,316,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,057,018
Expenses. Certain deemed distributions of participant loans2023-12-31$59,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,239,033
Value of total assets at end of year2023-12-31$24,363,064
Value of total assets at beginning of year2023-12-31$22,336,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$199,273
Total interest from all sources2023-12-31$72,944
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$566,468
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$566,468
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$633,681
Participant contributions at end of year2023-12-31$376,513
Participant contributions at beginning of year2023-12-31$356,982
Administrative expenses (other) incurred2023-12-31$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,026,649
Value of net assets at end of year (total assets less liabilities)2023-12-31$24,363,064
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$22,336,415
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$82,965
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$22,024,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$19,823,089
Interest on participant loans2023-12-31$35,730
Interest earned on other investments2023-12-31$37,214
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$1,962,312
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$2,156,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,464,223
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$605,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,057,018
Contract administrator fees2023-12-31$62,951
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 name2023-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2023-12-31541149263
2022 : C. J. COAKLEY CO., INC. 401(K) & DAVIS BACON PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,160,786
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,553,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,260,039
Expenses. Certain deemed distributions of participant loans2022-12-31$94,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,581,587
Value of total assets at end of year2022-12-31$22,336,415
Value of total assets at beginning of year2022-12-31$26,051,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$199,038
Total interest from all sources2022-12-31$54,115
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$657,392
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$657,392
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$656,999
Participant contributions at end of year2022-12-31$356,982
Participant contributions at beginning of year2022-12-31$294,014
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,714,649
Value of net assets at end of year (total assets less liabilities)2022-12-31$22,336,415
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$26,051,064
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$19,823,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$23,681,310
Interest on participant loans2022-12-31$22,694
Interest earned on other investments2022-12-31$31,421
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,156,344
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,075,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,453,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,924,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,260,039
Contract administrator fees2022-12-31$199,038
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 name2022-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2022-12-31541149263
2021 : C. J. COAKLEY CO., INC. 401(K) & DAVIS BACON PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,491,669
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,342,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,984,632
Expenses. Certain deemed distributions of participant loans2021-12-31$173,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,845,633
Value of total assets at end of year2021-12-31$26,051,064
Value of total assets at beginning of year2021-12-31$26,901,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$183,687
Total interest from all sources2021-12-31$24,357
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$971,276
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$971,276
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$601,950
Participant contributions at end of year2021-12-31$294,014
Participant contributions at beginning of year2021-12-31$582,648
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$8,487
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-850,441
Value of net assets at end of year (total assets less liabilities)2021-12-31$26,051,064
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$26,901,505
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$23,681,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$23,407,661
Interest on participant loans2021-12-31$24,357
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,075,740
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,911,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,650,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,235,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,984,632
Contract administrator fees2021-12-31$183,687
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2021-12-31541149263
2020 : C. J. COAKLEY CO., INC. 401(K) & DAVIS BACON PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,510,201
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,924,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,750,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,534,652
Value of total assets at end of year2020-12-31$26,901,505
Value of total assets at beginning of year2020-12-31$28,315,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$174,052
Total interest from all sources2020-12-31$44,017
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$843,388
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$843,388
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$884,491
Participant contributions at end of year2020-12-31$582,648
Participant contributions at beginning of year2020-12-31$779,100
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$6,749
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$650,161
Other income not declared elsewhere2020-12-31$3
Administrative expenses (other) incurred2020-12-31$4,041
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-1,413,991
Value of net assets at end of year (total assets less liabilities)2020-12-31$26,901,505
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$28,315,496
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$23,407,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$22,871,552
Interest on participant loans2020-12-31$36,625
Interest earned on other investments2020-12-31$7,392
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,911,196
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,231,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,088,141
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$427,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,750,140
Contract administrator fees2020-12-31$170,011
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2020-12-31541149263
2019 : C. J. COAKLEY CO., INC. 401(K) & DAVIS BACON PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$6,680,757
Total income from all sources (including contributions)2019-12-31$6,680,757
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$2,397,280
Total of all expenses incurred2019-12-31$2,397,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,243,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,243,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,618,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,618,051
Value of total assets at end of year2019-12-31$28,315,496
Value of total assets at end of year2019-12-31$28,315,496
Value of total assets at beginning of year2019-12-31$24,032,019
Value of total assets at beginning of year2019-12-31$24,032,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$153,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$153,594
Total interest from all sources2019-12-31$87,608
Total interest from all sources2019-12-31$87,608
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$829,881
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$829,881
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
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$829,881
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$829,881
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
Contributions received from participants2019-12-31$753,642
Contributions received from participants2019-12-31$753,642
Participant contributions at end of year2019-12-31$779,100
Participant contributions at end of year2019-12-31$779,100
Participant contributions at beginning of year2019-12-31$608,570
Participant contributions at beginning of year2019-12-31$608,570
Participant contributions at end of year2019-12-31$6,749
Participant contributions at end of year2019-12-31$6,749
Participant contributions at beginning of year2019-12-31$7,952
Participant contributions at beginning of year2019-12-31$7,952
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$346,771
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$346,771
Other income not declared elsewhere2019-12-31$-104
Other income not declared elsewhere2019-12-31$-104
Administrative expenses (other) incurred2019-12-31$725
Administrative expenses (other) incurred2019-12-31$725
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$4,283,477
Value of net income/loss2019-12-31$4,283,477
Value of net assets at end of year (total assets less liabilities)2019-12-31$28,315,496
Value of net assets at end of year (total assets less liabilities)2019-12-31$28,315,496
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$24,032,019
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$24,032,019
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$22,871,552
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$22,871,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,803,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,803,939
Income. Interest from loans (other than to participants)2019-12-31$38,072
Income. Interest from loans (other than to participants)2019-12-31$38,072
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$49,536
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$49,536
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,231,042
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,231,042
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,208,072
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,208,072
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,145,321
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,145,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Contributions received in cash from employer2019-12-31$1,517,638
Contributions received in cash from employer2019-12-31$1,517,638
Employer contributions (assets) at end of year2019-12-31$427,053
Employer contributions (assets) at end of year2019-12-31$427,053
Employer contributions (assets) at beginning of year2019-12-31$403,486
Employer contributions (assets) at beginning of year2019-12-31$403,486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,243,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,243,686
Contract administrator fees2019-12-31$152,869
Contract administrator fees2019-12-31$152,869
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)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm name2019-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2019-12-31541149263
Accountancy firm EIN2019-12-31541149263
2018 : C. J. COAKLEY CO., INC. 401(K) & DAVIS BACON PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,238,774
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,059,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,905,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,203,022
Value of total assets at end of year2018-12-31$24,032,019
Value of total assets at beginning of year2018-12-31$23,853,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$154,254
Total interest from all sources2018-12-31$26,182
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$660,835
Participant contributions at end of year2018-12-31$608,570
Participant contributions at beginning of year2018-12-31$567,928
Participant contributions at end of year2018-12-31$7,952
Participant contributions at beginning of year2018-12-31$47,768
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$154,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$179,013
Value of net assets at end of year (total assets less liabilities)2018-12-31$24,032,019
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$23,853,006
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$18,803,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$18,988,242
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$26,182
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,208,072
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,986,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-990,430
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,542,187
Employer contributions (assets) at end of year2018-12-31$403,486
Employer contributions (assets) at beginning of year2018-12-31$262,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,905,507
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2018-12-31541149263
2017 : C. J. COAKLEY CO., INC. 401(K) & DAVIS BACON PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,560,060
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,688,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,545,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,973,353
Value of total assets at end of year2017-12-31$23,853,006
Value of total assets at beginning of year2017-12-31$20,981,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$143,368
Total interest from all sources2017-12-31$25,763
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$673,021
Participant contributions at end of year2017-12-31$567,928
Participant contributions at beginning of year2017-12-31$591,242
Participant contributions at end of year2017-12-31$47,768
Participant contributions at beginning of year2017-12-31$39,559
Administrative expenses (other) incurred2017-12-31$143,368
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,871,687
Value of net assets at end of year (total assets less liabilities)2017-12-31$23,853,006
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$20,981,319
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$18,988,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$16,071,227
Interest on participant loans2017-12-31$25,763
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,986,073
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,021,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,560,944
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,300,332
Employer contributions (assets) at end of year2017-12-31$262,995
Employer contributions (assets) at beginning of year2017-12-31$258,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,545,005
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2017-12-31541149263
2016 : C. J. COAKLEY CO., INC. 401(K) & DAVIS BACON PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,822,343
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,148,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$999,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,429,399
Value of total assets at end of year2016-12-31$20,981,319
Value of total assets at beginning of year2016-12-31$19,307,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$149,569
Total interest from all sources2016-12-31$27,160
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$621,376
Participant contributions at end of year2016-12-31$591,242
Participant contributions at beginning of year2016-12-31$690,726
Participant contributions at end of year2016-12-31$39,559
Participant contributions at beginning of year2016-12-31$28,067
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,297
Other income not declared elsewhere2016-12-31$169
Administrative expenses (other) incurred2016-12-31$149,569
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$1,673,602
Value of net assets at end of year (total assets less liabilities)2016-12-31$20,981,319
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,307,717
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$16,071,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$14,804,990
Interest on participant loans2016-12-31$27,160
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,021,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,419,754
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,365,615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$804,726
Employer contributions (assets) at end of year2016-12-31$258,257
Employer contributions (assets) at beginning of year2016-12-31$364,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$999,172
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2016-12-31541149263
2015 : C. J. COAKLEY CO., INC. 401(K) & DAVIS BACON PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,909,057
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,672,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,531,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,055,638
Value of total assets at end of year2015-12-31$19,307,717
Value of total assets at beginning of year2015-12-31$19,071,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$141,461
Total interest from all sources2015-12-31$30,369
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$467,474
Participant contributions at end of year2015-12-31$690,726
Participant contributions at beginning of year2015-12-31$740,289
Participant contributions at end of year2015-12-31$28,067
Participant contributions at beginning of year2015-12-31$1,221
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$129,246
Other income not declared elsewhere2015-12-31$-58
Administrative expenses (other) incurred2015-12-31$141,461
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$236,235
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,307,717
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,071,482
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$14,804,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$14,468,673
Interest on participant loans2015-12-31$30,369
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,419,754
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,681,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-176,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,458,918
Employer contributions (assets) at end of year2015-12-31$364,180
Employer contributions (assets) at beginning of year2015-12-31$179,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,531,361
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2015-12-31541149263
2014 : C. J. COAKLEY CO., INC. 401(K) & DAVIS BACON PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,217,049
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,004,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,876,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,138,226
Value of total assets at end of year2014-12-31$19,071,482
Value of total assets at beginning of year2014-12-31$19,858,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$127,958
Total interest from all sources2014-12-31$30,046
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$519,666
Participant contributions at end of year2014-12-31$740,289
Participant contributions at beginning of year2014-12-31$709,108
Participant contributions at end of year2014-12-31$1,221
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$-80
Other income not declared elsewhere2014-12-31$-457
Administrative expenses (other) incurred2014-12-31$127,958
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-786,984
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,071,482
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,858,466
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$14,468,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,894,649
Interest on participant loans2014-12-31$30,046
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,681,502
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,958,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,049,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$618,560
Employer contributions (assets) at end of year2014-12-31$179,797
Employer contributions (assets) at beginning of year2014-12-31$296,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,876,075
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2014-12-31541149263
2013 : C. J. COAKLEY CO., INC. 401(K) & DAVIS BACON PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,842,890
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,930,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,774,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,058,408
Value of total assets at end of year2013-12-31$19,858,466
Value of total assets at beginning of year2013-12-31$16,945,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$156,227
Total interest from all sources2013-12-31$28,397
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$561,058
Participant contributions at end of year2013-12-31$709,108
Participant contributions at beginning of year2013-12-31$631,294
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$-80
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$201
Administrative expenses (other) incurred2013-12-31$156,227
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,912,572
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,858,466
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$16,945,894
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$14,894,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,659,067
Interest on participant loans2013-12-31$28,397
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,958,018
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,377,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,755,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,497,350
Employer contributions (assets) at end of year2013-12-31$296,771
Employer contributions (assets) at beginning of year2013-12-31$277,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,774,091
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)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2013-12-31541149263
2012 : C. J. COAKLEY CO., INC. 401(K) & DAVIS BACON PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,341,526
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,079,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,950,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,793,936
Value of total assets at end of year2012-12-31$16,945,894
Value of total assets at beginning of year2012-12-31$14,684,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$129,404
Total interest from all sources2012-12-31$27,962
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$530,533
Participant contributions at end of year2012-12-31$631,294
Participant contributions at beginning of year2012-12-31$669,233
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$11,489
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$19,485
Other income not declared elsewhere2012-12-31$-84
Administrative expenses (other) incurred2012-12-31$129,404
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$2,261,769
Value of net assets at end of year (total assets less liabilities)2012-12-31$16,945,894
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,684,125
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$12,659,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,768,331
Interest on participant loans2012-12-31$27,962
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,377,889
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,926,750
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,519,712
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,243,918
Employer contributions (assets) at end of year2012-12-31$277,644
Employer contributions (assets) at beginning of year2012-12-31$308,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,950,353
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2012-12-31541149263
2011 : C. J. COAKLEY CO., INC. 401(K) & DAVIS BACON PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,632,174
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,727,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,652,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,793,695
Value of total assets at end of year2011-12-31$14,684,125
Value of total assets at beginning of year2011-12-31$14,779,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$75,292
Total interest from all sources2011-12-31$33,834
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$436,369
Participant contributions at end of year2011-12-31$669,233
Participant contributions at beginning of year2011-12-31$748,807
Participant contributions at end of year2011-12-31$11,489
Participant contributions at beginning of year2011-12-31$18,462
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,967
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Administrative expenses (other) incurred2011-12-31$75,292
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-95,157
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,684,125
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$14,779,282
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$10,768,331
Value of interest in pooled separate accounts at beginning of year2011-12-31$10,771,071
Interest on participant loans2011-12-31$33,834
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,926,750
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,154,187
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-195,355
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,355,359
Employer contributions (assets) at end of year2011-12-31$308,322
Employer contributions (assets) at beginning of year2011-12-31$86,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,652,039
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2011-12-31541149263
2010 : C. J. COAKLEY CO., INC. 401(K) & DAVIS BACON PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$135
Total income from all sources (including contributions)2010-12-31$2,773,708
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,212,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,166,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,330,221
Value of total assets at end of year2010-12-31$14,779,282
Value of total assets at beginning of year2010-12-31$13,217,714
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$45,152
Total interest from all sources2010-12-31$40,727
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$554,998
Participant contributions at end of year2010-12-31$748,807
Participant contributions at beginning of year2010-12-31$737,411
Participant contributions at end of year2010-12-31$18,462
Participant contributions at beginning of year2010-12-31$14,757
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$123
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$135
Administrative expenses (other) incurred2010-12-31$45,152
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,561,703
Value of net assets at end of year (total assets less liabilities)2010-12-31$14,779,282
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$13,217,579
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$10,771,071
Value of interest in pooled separate accounts at beginning of year2010-12-31$8,541,867
Interest on participant loans2010-12-31$40,727
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,154,187
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,870,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,402,760
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$775,100
Employer contributions (assets) at end of year2010-12-31$86,755
Employer contributions (assets) at beginning of year2010-12-31$53,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,166,853
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31YOUNT, HIDE AND BARBOUR, PC
Accountancy firm EIN2010-12-31541149263
2009 : C. J. COAKLEY CO., INC. 401(K) & DAVIS BACON PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for C. J. COAKLEY CO., INC. 401(K) & DAVIS BACON PLAN

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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number940972-01
Policy instance 1
Insurance contract or identification number940972-01
Number of Individuals Covered88
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number940972-01
Policy instance 1
Insurance contract or identification number940972-01
Number of Individuals Covered70
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number940972-01
Policy instance 1
Insurance contract or identification number940972-01
Number of Individuals Covered72
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number940972-01
Policy instance 1
Insurance contract or identification number940972-01
Number of Individuals Covered77
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number940972-01
Policy instance 1
Insurance contract or identification number940972-01
Number of Individuals Covered119
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number940972-01
Policy instance 1
Insurance contract or identification number940972-01
Number of Individuals Covered110
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number940972-01
Policy instance 1
Insurance contract or identification number940972-01
Number of Individuals Covered113
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number940972-01
Policy instance 1
Insurance contract or identification number940972-01
Number of Individuals Covered117
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number940972-01
Policy instance 1
Insurance contract or identification number940972-01
Number of Individuals Covered129
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number940972-01
Policy instance 1
Insurance contract or identification number940972-01
Number of Individuals Covered140
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number940972-01
Policy instance 1
Insurance contract or identification number940972-01
Number of Individuals Covered139
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number940972-01
Policy instance 1
Insurance contract or identification number940972-01
Number of Individuals Covered175
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $8,839
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number940972-01
Policy instance 1
Insurance contract or identification number940972-01
Number of Individuals Covered646
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $134,053
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $134,053
Insurance broker organization code?3
Insurance broker nameCBIZ FINANCIAL SOLUTIONS INC

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