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JOHN W. ABBOTT CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameJOHN W. ABBOTT CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

JOHN W. ABBOTT CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation

401k Sponsoring company profile

JOHN W. ABBOTT CONSTRUCTION COMPANY has sponsored the creation of one or more 401k plans.

Company Name:JOHN W. ABBOTT CONSTRUCTION COMPANY
Employer identification number (EIN):560811841
NAIC Classification:236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN W. ABBOTT CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-10-01
0022021-10-01
0022020-10-01
0022019-10-01
0022018-10-01
0022018-10-01
0022017-10-01
0022016-10-01T. MICHAEL JOHNSON
0022015-10-01T. MICHAEL JOHNSON T. MICHAEL JOHNSON2017-03-15
0022014-10-01T. MICHAEL JOHNSON

Plan Statistics for JOHN W. ABBOTT CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for JOHN W. ABBOTT CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: JOHN W. ABBOTT CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-10-0129
Total number of active participants reported on line 7a of the Form 55002022-10-0116
Number of retired or separated participants receiving benefits2022-10-013
Number of other retired or separated participants entitled to future benefits2022-10-018
Total of all active and inactive participants2022-10-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-10-010
Total participants2022-10-0127
Number of participants with account balances2022-10-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-10-013
2021: JOHN W. ABBOTT CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-0126
Total number of active participants reported on line 7a of the Form 55002021-10-0119
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-015
Total of all active and inactive participants2021-10-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-0124
Number of participants with account balances2021-10-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-010
2020: JOHN W. ABBOTT CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-0124
Total number of active participants reported on line 7a of the Form 55002020-10-0119
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-015
Total of all active and inactive participants2020-10-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-0124
Number of participants with account balances2020-10-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-012
2019: JOHN W. ABBOTT CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-0123
Total number of active participants reported on line 7a of the Form 55002019-10-0122
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-010
Total of all active and inactive participants2019-10-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-0122
Number of participants with account balances2019-10-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
2018: JOHN W. ABBOTT CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-0121
Total number of active participants reported on line 7a of the Form 55002018-10-0119
Number of retired or separated participants receiving benefits2018-10-011
Number of other retired or separated participants entitled to future benefits2018-10-010
Total of all active and inactive participants2018-10-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-0120
Number of participants with account balances2018-10-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-011
2017: JOHN W. ABBOTT CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-0121
Total number of active participants reported on line 7a of the Form 55002017-10-0117
Number of retired or separated participants receiving benefits2017-10-011
Number of other retired or separated participants entitled to future benefits2017-10-010
Total of all active and inactive participants2017-10-0118
Total participants2017-10-0118
Number of participants with account balances2017-10-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-012
2016: JOHN W. ABBOTT CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-0118
Total number of active participants reported on line 7a of the Form 55002016-10-0116
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-012
Total of all active and inactive participants2016-10-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-0118
Number of participants with account balances2016-10-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-012
2015: JOHN W. ABBOTT CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-0116
Total number of active participants reported on line 7a of the Form 55002015-10-0114
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-010
Total of all active and inactive participants2015-10-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-0114
Number of participants with account balances2015-10-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-012
2014: JOHN W. ABBOTT CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-0115
Total number of active participants reported on line 7a of the Form 55002014-10-0115
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-010
Total of all active and inactive participants2014-10-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-0115
Number of participants with account balances2014-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010

Financial Data on JOHN W. ABBOTT CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023 : JOHN W. ABBOTT CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Total plan liabilities at end of year2023-09-30$1,068,946
Total plan liabilities at beginning of year2023-09-30$1,171,446
Total income from all sources2023-09-30$528,074
Expenses. Total of all expenses incurred2023-09-30$97,120
Benefits paid (including direct rollovers)2023-09-30$69,825
Total plan assets at end of year2023-09-30$4,598,911
Total plan assets at beginning of year2023-09-30$4,270,457
Value of fidelity bond covering the plan2023-09-30$1,000,000
Expenses. Other expenses not covered elsewhere2023-09-30$27,295
Other income received2023-09-30$328,455
Net income (gross income less expenses)2023-09-30$430,954
Net plan assets at end of year (total assets less liabilities)2023-09-30$3,529,965
Net plan assets at beginning of year (total assets less liabilities)2023-09-30$3,099,011
Assets. Value of employer securities2023-09-30$4,598,911
Total contributions received or receivable from employer(s)2023-09-30$199,619
2022 : JOHN W. ABBOTT CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total plan liabilities at end of year2022-09-30$1,171,446
Total plan liabilities at beginning of year2022-09-30$1,273,946
Total income from all sources2022-09-30$148,077
Expenses. Total of all expenses incurred2022-09-30$41,156
Benefits paid (including direct rollovers)2022-09-30$11,473
Total plan assets at end of year2022-09-30$4,270,457
Total plan assets at beginning of year2022-09-30$4,266,036
Value of fidelity bond covering the plan2022-09-30$1,000,000
Expenses. Other expenses not covered elsewhere2022-09-30$29,683
Other income received2022-09-30$4,421
Net income (gross income less expenses)2022-09-30$106,921
Net plan assets at end of year (total assets less liabilities)2022-09-30$3,099,011
Net plan assets at beginning of year (total assets less liabilities)2022-09-30$2,992,090
Assets. Value of employer securities2022-09-30$4,270,457
Total contributions received or receivable from employer(s)2022-09-30$143,656
2021 : JOHN W. ABBOTT CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total plan liabilities at end of year2021-09-30$1,273,946
Total plan liabilities at beginning of year2021-09-30$1,376,446
Total income from all sources2021-09-30$311,831
Expenses. Total of all expenses incurred2021-09-30$32,071
Total plan assets at end of year2021-09-30$4,266,036
Total plan assets at beginning of year2021-09-30$4,088,776
Value of fidelity bond covering the plan2021-09-30$2,000,000
Expenses. Other expenses not covered elsewhere2021-09-30$32,071
Other income received2021-09-30$177,260
Net income (gross income less expenses)2021-09-30$279,760
Net plan assets at end of year (total assets less liabilities)2021-09-30$2,992,090
Net plan assets at beginning of year (total assets less liabilities)2021-09-30$2,712,330
Assets. Value of employer securities2021-09-30$4,266,036
Total contributions received or receivable from employer(s)2021-09-30$134,571
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
2020 : JOHN W. ABBOTT CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at end of year2020-09-30$1,376,446
Total plan liabilities at beginning of year2020-09-30$1,478,946
Total income from all sources2020-09-30$1,365,473
Expenses. Total of all expenses incurred2020-09-30$38,051
Benefits paid (including direct rollovers)2020-09-30$3,592
Total plan assets at end of year2020-09-30$4,088,776
Total plan assets at beginning of year2020-09-30$2,863,854
Value of fidelity bond covering the plan2020-09-30$2,000,000
Expenses. Other expenses not covered elsewhere2020-09-30$34,459
Other income received2020-09-30$1,224,922
Net income (gross income less expenses)2020-09-30$1,327,422
Net plan assets at end of year (total assets less liabilities)2020-09-30$2,712,330
Net plan assets at beginning of year (total assets less liabilities)2020-09-30$1,384,908
Assets. Value of employer securities2020-09-30$4,088,776
Total contributions received or receivable from employer(s)2020-09-30$140,551
2019 : JOHN W. ABBOTT CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year2019-09-30$1,478,946
Total plan liabilities at beginning of year2019-09-30$1,581,446
Total income from all sources2019-09-30$894,909
Expenses. Total of all expenses incurred2019-09-30$37,920
Benefits paid (including direct rollovers)2019-09-30$1,072
Total plan assets at end of year2019-09-30$2,863,854
Total plan assets at beginning of year2019-09-30$2,109,365
Value of fidelity bond covering the plan2019-09-30$200,000
Expenses. Other expenses not covered elsewhere2019-09-30$36,848
Other income received2019-09-30$754,489
Net income (gross income less expenses)2019-09-30$856,989
Net plan assets at end of year (total assets less liabilities)2019-09-30$1,384,908
Net plan assets at beginning of year (total assets less liabilities)2019-09-30$527,919
Assets. Value of employer securities2019-09-30$2,863,854
Total contributions received or receivable from employer(s)2019-09-30$140,420
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
2018 : JOHN W. ABBOTT CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
2017 : JOHN W. ABBOTT CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at end of year2017-09-30$1,683,946
Total plan liabilities at beginning of year2017-09-30$1,786,446
Total income from all sources2017-09-30$1,220,797
Expenses. Total of all expenses incurred2017-09-30$43,033
Total plan assets at end of year2017-09-30$2,054,557
Total plan assets at beginning of year2017-09-30$979,293
Value of fidelity bond covering the plan2017-09-30$200,000
Expenses. Other expenses not covered elsewhere2017-09-30$43,033
Other income received2017-09-30$1,075,264
Net income (gross income less expenses)2017-09-30$1,177,764
Net plan assets at end of year (total assets less liabilities)2017-09-30$370,611
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$-807,153
Assets. Value of employer securities2017-09-30$2,054,557
Total contributions received or receivable from employer(s)2017-09-30$145,533
2016 : JOHN W. ABBOTT CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year2016-09-30$1,786,446
Total plan liabilities at beginning of year2016-09-30$0
Total income from all sources2016-09-30$-783,205
Expenses. Total of all expenses incurred2016-09-30$23,948
Total plan assets at end of year2016-09-30$979,293
Total plan assets at beginning of year2016-09-30$0
Value of fidelity bond covering the plan2016-09-30$200,000
Expenses. Other expenses not covered elsewhere2016-09-30$23,948
Other income received2016-09-30$-1,070,707
Net income (gross income less expenses)2016-09-30$-807,153
Net plan assets at end of year (total assets less liabilities)2016-09-30$-807,153
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$0
Assets. Value of employer securities2016-09-30$979,293
Total contributions received or receivable from employer(s)2016-09-30$287,502
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
2015 : JOHN W. ABBOTT CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at end of year2015-09-30$0
Total plan liabilities at beginning of year2015-09-30$0
Total income from all sources2015-09-30$0
Expenses. Total of all expenses incurred2015-09-30$0
Benefits paid (including direct rollovers)2015-09-30$0
Total plan assets at end of year2015-09-30$0
Total plan assets at beginning of year2015-09-30$0
Total contributions received or receivable from participants2015-09-30$0
Expenses. Other expenses not covered elsewhere2015-09-30$0
Contributions received from other sources (not participants or employers)2015-09-30$0
Other income received2015-09-30$0
Noncash contributions received2015-09-30$0
Net income (gross income less expenses)2015-09-30$0
Net plan assets at end of year (total assets less liabilities)2015-09-30$0
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$0
Total contributions received or receivable from employer(s)2015-09-30$0
Value of certain deemed distributions of participant loans2015-09-30$0
Value of corrective distributions2015-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-09-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0

Form 5500 Responses for JOHN W. ABBOTT CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2022: JOHN W. ABBOTT CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01Submission has been amendedNo
2022-10-01This submission is the final filingNo
2022-10-01This return/report is a short plan year return/report (less than 12 months)No
2022-10-01Plan is a collectively bargained planNo
2022-10-01Plan funding arrangement – TrustYes
2022-10-01Plan benefit arrangement - TrustYes
2021: JOHN W. ABBOTT CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: JOHN W. ABBOTT CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: JOHN W. ABBOTT CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: JOHN W. ABBOTT CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedYes
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: JOHN W. ABBOTT CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: JOHN W. ABBOTT CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: JOHN W. ABBOTT CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: JOHN W. ABBOTT CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01First time form 5500 has been submittedYes
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes

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