401k Plan data: R.A. HEATH CONSTRUCTION AND MILLWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST plan

R.A. HEATH CONSTRUCTION AND MILLWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 401k Plan overview

Plan Name	R.A. HEATH CONSTRUCTION AND MILLWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Plan identification number	002

R.A. HEATH CONSTRUCTION AND MILLWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Stock bonus
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
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

RA HEATH CONSTRUCTION has sponsored the creation of one or more 401k plans.

Company Name: RA HEATH CONSTRUCTION

Employer identification number (EIN): 582635775

NAIC Classification: 238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R.A. HEATH CONSTRUCTION AND MILLWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-01-01 LINDA HARRY LINDA HARRY 2019-05-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2018-01-01	LINDA HARRY		LINDA HARRY	2019-05-10

Plan Statistics for R.A. HEATH CONSTRUCTION AND MILLWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

401k plan membership statisitcs for R.A. HEATH CONSTRUCTION AND MILLWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure Date Value
2018: R.A. HEATH CONSTRUCTION AND MILLWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 79
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 61
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 62
Number of participants with account balances 2018-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1

Measure	Date	Value
2018: R.A. HEATH CONSTRUCTION AND MILLWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	79
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	61
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	62
Number of participants with account balances	2018-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1

Financial Data on R.A. HEATH CONSTRUCTION AND MILLWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure	Date	Value
2018 : R.A. HEATH CONSTRUCTION AND MILLWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$3,600,000
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-3,200,000
Expenses. Total of all expenses incurred	2018-12-31	$0
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$400,000
Total plan assets at beginning of year	2018-12-31	$0
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-3,600,000
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-3,200,000
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$-3,200,000
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2018-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2018-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2018-12-31	$0
Assets. Value of employer securities	2018-12-31	$400,000
Total contributions received or receivable from employer(s)	2018-12-31	$400,000
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0

Form 5500 Responses for R.A. HEATH CONSTRUCTION AND MILLWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

2018: R.A. HEATH CONSTRUCTION AND MILLWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	First time form 5500 has been submitted	Yes
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

R.A. HEATH CONSTRUCTION AND MILLWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST [EIN = 825071992]

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Company Name:	RA HEATH CONSTRUCTION
Employer identification number (EIN):	582635775
NAIC Classification:	238100