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CONTRACTORS AND EMPLOYEES 401(K) PLAN 401k Plan overview

Plan NameCONTRACTORS AND EMPLOYEES 401(K) PLAN
Plan identification number 001

CONTRACTORS AND EMPLOYEES 401(K) 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.
  • 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

PERRY & PERRY BUILDERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:PERRY & PERRY BUILDERS, INC.
Employer identification number (EIN):742047213
NAIC Classification:236200

Additional information about PERRY & PERRY BUILDERS, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1979-07-02
Company Identification Number: 0048151400
Legal Registered Office Address: PO BOX 1048

ROCKDALE
United States of America (USA)
76567

More information about PERRY & PERRY BUILDERS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONTRACTORS AND EMPLOYEES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-12-01
0012021-12-01
0012020-12-01
0012020-12-01
0012019-12-01
0012018-12-01
0012017-12-01
0012017-12-01
0012016-12-01
0012016-12-01
0012015-12-01KELLI HILTON2017-05-30
0012015-12-01KELLI HILTON2018-12-04
0012014-12-01KELLI HILTON2016-02-08
0012013-12-01KELLI HILTON2015-04-20 KELLI HILTON2015-04-20
0012012-12-01KELLI HILTON2014-03-18
0012011-12-01KELLI HILTON2013-04-26
0012010-12-01KELLI HILTON2012-04-17

Plan Statistics for CONTRACTORS AND EMPLOYEES 401(K) PLAN

401k plan membership statisitcs for CONTRACTORS AND EMPLOYEES 401(K) PLAN

Measure Date Value
2022: CONTRACTORS AND EMPLOYEES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-12-01242
Total number of active participants reported on line 7a of the Form 55002022-12-01165
Number of retired or separated participants receiving benefits2022-12-010
Number of other retired or separated participants entitled to future benefits2022-12-0159
Total of all active and inactive participants2022-12-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-12-010
Total participants2022-12-01224
Number of participants with account balances2022-12-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-12-010
2021: CONTRACTORS AND EMPLOYEES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-12-01237
Total number of active participants reported on line 7a of the Form 55002021-12-01188
Number of retired or separated participants receiving benefits2021-12-010
Number of other retired or separated participants entitled to future benefits2021-12-0154
Total of all active and inactive participants2021-12-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-12-010
Total participants2021-12-01242
Number of participants with account balances2021-12-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-12-010
2020: CONTRACTORS AND EMPLOYEES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-12-01240
Total number of active participants reported on line 7a of the Form 55002020-12-01272
Number of retired or separated participants receiving benefits2020-12-010
Number of other retired or separated participants entitled to future benefits2020-12-0163
Total of all active and inactive participants2020-12-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-12-010
Total participants2020-12-01335
Number of participants with account balances2020-12-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-12-010
2019: CONTRACTORS AND EMPLOYEES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-12-01183
Total number of active participants reported on line 7a of the Form 55002019-12-01145
Number of retired or separated participants receiving benefits2019-12-010
Number of other retired or separated participants entitled to future benefits2019-12-0147
Total of all active and inactive participants2019-12-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-12-010
Total participants2019-12-01192
Number of participants with account balances2019-12-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-12-010
2018: CONTRACTORS AND EMPLOYEES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-12-01203
Total number of active participants reported on line 7a of the Form 55002018-12-01131
Number of retired or separated participants receiving benefits2018-12-010
Number of other retired or separated participants entitled to future benefits2018-12-0152
Total of all active and inactive participants2018-12-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-12-010
Total participants2018-12-01183
Number of participants with account balances2018-12-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-12-010
2017: CONTRACTORS AND EMPLOYEES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-12-01198
Total number of active participants reported on line 7a of the Form 55002017-12-01153
Number of retired or separated participants receiving benefits2017-12-010
Number of other retired or separated participants entitled to future benefits2017-12-0150
Total of all active and inactive participants2017-12-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-12-010
Total participants2017-12-01203
Number of participants with account balances2017-12-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-12-010
2016: CONTRACTORS AND EMPLOYEES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-12-01149
Total number of active participants reported on line 7a of the Form 55002016-12-0195
Number of retired or separated participants receiving benefits2016-12-010
Number of other retired or separated participants entitled to future benefits2016-12-0142
Total of all active and inactive participants2016-12-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-12-010
Total participants2016-12-01137
Number of participants with account balances2016-12-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-12-010

Financial Data on CONTRACTORS AND EMPLOYEES 401(K) PLAN

Measure Date Value
2023 : CONTRACTORS AND EMPLOYEES 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-11-30$0
Total income from all sources (including contributions)2023-11-30$166,202
Total loss/gain on sale of assets2023-11-30$0
Total of all expenses incurred2023-11-30$94,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-11-30$80,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-11-30$118,091
Value of total assets at end of year2023-11-30$1,063,031
Value of total assets at beginning of year2023-11-30$990,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-11-30$14,000
Total interest from all sources2023-11-30$0
Total dividends received (eg from common stock, registered investment company shares)2023-11-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-11-30No
Administrative expenses professional fees incurred2023-11-30$14,000
Was this plan covered by a fidelity bond2023-11-30Yes
Value of fidelity bond cover2023-11-30$100,000
If this is an individual account plan, was there a blackout period2023-11-30No
Were there any nonexempt tranactions with any party-in-interest2023-11-30No
Contributions received from participants2023-11-30$87,676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-11-30No
Value of net income/loss2023-11-30$72,150
Value of net assets at end of year (total assets less liabilities)2023-11-30$1,063,031
Value of net assets at beginning of year (total assets less liabilities)2023-11-30$990,881
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-11-30No
Were any leases to which the plan was party in default or uncollectible2023-11-30No
Assets. Value of investments in 103.12 investment entities at end of year2023-11-30$1,063,031
Assets. Value of investments in 103.12 investment entities at beginning of year2023-11-30$990,881
Net gain/loss from 103.12 investment entities2023-11-30$48,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-11-30No
Was there a failure to transmit to the plan any participant contributions2023-11-30Yes
Has the plan failed to provide any benefit when due under the plan2023-11-30No
Contributions received in cash from employer2023-11-30$30,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-11-30$80,052
Did the plan have assets held for investment2023-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-11-30No
Opinion of an independent qualified public accountant for this plan2023-11-30Unqualified
Accountancy firm name2023-11-30ERICKSON DEMEL & ASSOCIATES, PLLC
Accountancy firm EIN2023-11-30871577252
2022 : CONTRACTORS AND EMPLOYEES 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-11-30$0
Total income from all sources (including contributions)2022-11-30$-5,687
Total loss/gain on sale of assets2022-11-30$0
Total of all expenses incurred2022-11-30$106,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-11-30$92,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-11-30$165,216
Value of total assets at end of year2022-11-30$990,881
Value of total assets at beginning of year2022-11-30$1,103,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-11-30$14,000
Total interest from all sources2022-11-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-11-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-11-30No
Administrative expenses professional fees incurred2022-11-30$14,000
Was this plan covered by a fidelity bond2022-11-30Yes
Value of fidelity bond cover2022-11-30$200,000
If this is an individual account plan, was there a blackout period2022-11-30No
Were there any nonexempt tranactions with any party-in-interest2022-11-30No
Contributions received from participants2022-11-30$93,419
Income. Received or receivable in cash from other sources (including rollovers)2022-11-30$2,809
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-11-30No
Value of net income/loss2022-11-30$-112,428
Value of net assets at end of year (total assets less liabilities)2022-11-30$990,881
Value of net assets at beginning of year (total assets less liabilities)2022-11-30$1,103,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-11-30No
Were any leases to which the plan was party in default or uncollectible2022-11-30No
Assets. Value of investments in 103.12 investment entities at end of year2022-11-30$990,881
Assets. Value of investments in 103.12 investment entities at beginning of year2022-11-30$1,103,309
Net gain/loss from 103.12 investment entities2022-11-30$-170,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-11-30No
Was there a failure to transmit to the plan any participant contributions2022-11-30Yes
Has the plan failed to provide any benefit when due under the plan2022-11-30No
Contributions received in cash from employer2022-11-30$68,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-11-30$92,741
Did the plan have assets held for investment2022-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-11-30No
Opinion of an independent qualified public accountant for this plan2022-11-30Unqualified
Accountancy firm name2022-11-30ERICKSON DEMEL & ASSOCIATES, PLLC
Accountancy firm EIN2022-11-30871577252
2021 : CONTRACTORS AND EMPLOYEES 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-11-30$0
Total income from all sources (including contributions)2021-11-30$330,022
Total loss/gain on sale of assets2021-11-30$0
Total of all expenses incurred2021-11-30$127,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-11-30$115,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-11-30$234,826
Value of total assets at end of year2021-11-30$1,103,309
Value of total assets at beginning of year2021-11-30$900,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-11-30$12,000
Total interest from all sources2021-11-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-11-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-11-30No
Administrative expenses professional fees incurred2021-11-30$12,000
Was this plan covered by a fidelity bond2021-11-30Yes
Value of fidelity bond cover2021-11-30$100,000
If this is an individual account plan, was there a blackout period2021-11-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-11-30$0
Were there any nonexempt tranactions with any party-in-interest2021-11-30No
Contributions received from participants2021-11-30$94,399
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-11-30No
Value of net income/loss2021-11-30$202,995
Value of net assets at end of year (total assets less liabilities)2021-11-30$1,103,309
Value of net assets at beginning of year (total assets less liabilities)2021-11-30$900,314
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-11-30No
Were any leases to which the plan was party in default or uncollectible2021-11-30No
Assets. Value of investments in 103.12 investment entities at end of year2021-11-30$1,103,309
Assets. Value of investments in 103.12 investment entities at beginning of year2021-11-30$900,314
Net gain/loss from 103.12 investment entities2021-11-30$95,196
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-11-30No
Was there a failure to transmit to the plan any participant contributions2021-11-30No
Has the plan failed to provide any benefit when due under the plan2021-11-30No
Contributions received in cash from employer2021-11-30$140,427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-11-30$115,027
Did the plan have assets held for investment2021-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-11-30No
Opinion of an independent qualified public accountant for this plan2021-11-30Disclaimer
Accountancy firm name2021-11-30ERICKSON DEMEL & ASSOCIATES, PLLC
Accountancy firm EIN2021-11-30871577252
2020 : CONTRACTORS AND EMPLOYEES 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-11-30$0
Total income from all sources (including contributions)2020-11-30$350,344
Total loss/gain on sale of assets2020-11-30$0
Total of all expenses incurred2020-11-30$174,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-11-30$150,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-11-30$252,479
Value of total assets at end of year2020-11-30$900,314
Value of total assets at beginning of year2020-11-30$724,944
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-11-30$24,000
Total interest from all sources2020-11-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-11-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-11-30No
Administrative expenses professional fees incurred2020-11-30$24,000
Was this plan covered by a fidelity bond2020-11-30Yes
Value of fidelity bond cover2020-11-30$100,000
If this is an individual account plan, was there a blackout period2020-11-30No
Were there any nonexempt tranactions with any party-in-interest2020-11-30No
Contributions received from participants2020-11-30$88,095
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-11-30No
Value of net income/loss2020-11-30$175,370
Value of net assets at end of year (total assets less liabilities)2020-11-30$900,314
Value of net assets at beginning of year (total assets less liabilities)2020-11-30$724,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-11-30No
Were any leases to which the plan was party in default or uncollectible2020-11-30No
Assets. Value of investments in 103.12 investment entities at end of year2020-11-30$900,314
Assets. Value of investments in 103.12 investment entities at beginning of year2020-11-30$724,944
Net gain/loss from 103.12 investment entities2020-11-30$97,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-11-30No
Was there a failure to transmit to the plan any participant contributions2020-11-30Yes
Has the plan failed to provide any benefit when due under the plan2020-11-30No
Contributions received in cash from employer2020-11-30$164,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-11-30$150,974
Did the plan have assets held for investment2020-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-11-30Yes
Opinion of an independent qualified public accountant for this plan2020-11-30Disclaimer
Accountancy firm name2020-11-30ERICKSON, DEMEL & CO., PLLC
Accountancy firm EIN2020-11-30464064364
2019 : CONTRACTORS AND EMPLOYEES 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-11-30$0
Total income from all sources (including contributions)2019-11-30$200,851
Total loss/gain on sale of assets2019-11-30$0
Total of all expenses incurred2019-11-30$96,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-11-30$86,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-11-30$145,102
Value of total assets at end of year2019-11-30$724,944
Value of total assets at beginning of year2019-11-30$620,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-11-30$10,000
Total interest from all sources2019-11-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-11-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-11-30No
Administrative expenses professional fees incurred2019-11-30$10,000
Was this plan covered by a fidelity bond2019-11-30Yes
Value of fidelity bond cover2019-11-30$100,000
If this is an individual account plan, was there a blackout period2019-11-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-11-30$0
Were there any nonexempt tranactions with any party-in-interest2019-11-30No
Contributions received from participants2019-11-30$80,695
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-11-30No
Value of net income/loss2019-11-30$104,559
Value of net assets at end of year (total assets less liabilities)2019-11-30$724,944
Value of net assets at beginning of year (total assets less liabilities)2019-11-30$620,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-11-30No
Were any leases to which the plan was party in default or uncollectible2019-11-30No
Assets. Value of investments in 103.12 investment entities at end of year2019-11-30$724,944
Assets. Value of investments in 103.12 investment entities at beginning of year2019-11-30$620,385
Net gain/loss from 103.12 investment entities2019-11-30$55,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-11-30No
Was there a failure to transmit to the plan any participant contributions2019-11-30Yes
Has the plan failed to provide any benefit when due under the plan2019-11-30No
Contributions received in cash from employer2019-11-30$64,407
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-11-30$86,292
Did the plan have assets held for investment2019-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-11-30Yes
Opinion of an independent qualified public accountant for this plan2019-11-30Disclaimer
Accountancy firm name2019-11-30ERICKSON, DEMEL & CO., PLLC
Accountancy firm EIN2019-11-30464064364
2018 : CONTRACTORS AND EMPLOYEES 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-11-30$0
Total income from all sources (including contributions)2018-11-30$243,573
Total loss/gain on sale of assets2018-11-30$0
Total of all expenses incurred2018-11-30$92,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-11-30$92,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-11-30$274,371
Value of total assets at end of year2018-11-30$620,385
Value of total assets at beginning of year2018-11-30$469,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-11-30$0
Total interest from all sources2018-11-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-11-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-11-30No
Was this plan covered by a fidelity bond2018-11-30Yes
Value of fidelity bond cover2018-11-30$50,000
If this is an individual account plan, was there a blackout period2018-11-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-11-30$0
Were there any nonexempt tranactions with any party-in-interest2018-11-30No
Contributions received from participants2018-11-30$237,651
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-11-30No
Value of net income/loss2018-11-30$151,288
Value of net assets at end of year (total assets less liabilities)2018-11-30$620,385
Value of net assets at beginning of year (total assets less liabilities)2018-11-30$469,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-11-30No
Were any leases to which the plan was party in default or uncollectible2018-11-30No
Assets. Value of investments in 103.12 investment entities at end of year2018-11-30$620,385
Assets. Value of investments in 103.12 investment entities at beginning of year2018-11-30$469,097
Net gain/loss from 103.12 investment entities2018-11-30$-30,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-11-30No
Was there a failure to transmit to the plan any participant contributions2018-11-30No
Has the plan failed to provide any benefit when due under the plan2018-11-30No
Contributions received in cash from employer2018-11-30$36,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-11-30$92,285
Did the plan have assets held for investment2018-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-11-30No
Opinion of an independent qualified public accountant for this plan2018-11-30Unqualified
Accountancy firm name2018-11-30ERICKSON, DEMEL & CO., PLLC
Accountancy firm EIN2018-11-30464064364
2017 : CONTRACTORS AND EMPLOYEES 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-11-30$0
Total income from all sources (including contributions)2017-11-30$269,064
Total loss/gain on sale of assets2017-11-30$0
Total of all expenses incurred2017-11-30$232,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-11-30$232,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-11-30$198,855
Value of total assets at end of year2017-11-30$469,097
Value of total assets at beginning of year2017-11-30$432,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-11-30$0
Total interest from all sources2017-11-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-11-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-11-30No
Was this plan covered by a fidelity bond2017-11-30Yes
Value of fidelity bond cover2017-11-30$50,000
If this is an individual account plan, was there a blackout period2017-11-30No
Were there any nonexempt tranactions with any party-in-interest2017-11-30No
Contributions received from participants2017-11-30$198,855
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-11-30No
Value of net income/loss2017-11-30$36,805
Value of net assets at end of year (total assets less liabilities)2017-11-30$469,097
Value of net assets at beginning of year (total assets less liabilities)2017-11-30$432,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-11-30No
Were any leases to which the plan was party in default or uncollectible2017-11-30No
Assets. Value of investments in 103.12 investment entities at end of year2017-11-30$469,097
Assets. Value of investments in 103.12 investment entities at beginning of year2017-11-30$432,292
Net gain/loss from 103.12 investment entities2017-11-30$70,209
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-11-30No
Was there a failure to transmit to the plan any participant contributions2017-11-30No
Has the plan failed to provide any benefit when due under the plan2017-11-30No
Contributions received in cash from employer2017-11-30$130,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-11-30$232,259
Did the plan have assets held for investment2017-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-11-30No
Opinion of an independent qualified public accountant for this plan2017-11-30Unqualified
Accountancy firm name2017-11-30ERICKSON, DEMEL & CO., PLLC
Accountancy firm EIN2017-11-30464064364

Form 5500 Responses for CONTRACTORS AND EMPLOYEES 401(K) PLAN

2022: CONTRACTORS AND EMPLOYEES 401(K) PLAN 2022 form 5500 responses
2022-12-01Type of plan entitySingle employer plan
2022-12-01Submission has been amendedNo
2022-12-01This submission is the final filingNo
2022-12-01This return/report is a short plan year return/report (less than 12 months)No
2022-12-01Plan is a collectively bargained planNo
2022-12-01Plan funding arrangement – TrustYes
2022-12-01Plan benefit arrangement - TrustYes
2021: CONTRACTORS AND EMPLOYEES 401(K) PLAN 2021 form 5500 responses
2021-12-01Type of plan entitySingle employer plan
2021-12-01Submission has been amendedNo
2021-12-01This submission is the final filingNo
2021-12-01This return/report is a short plan year return/report (less than 12 months)No
2021-12-01Plan is a collectively bargained planNo
2021-12-01Plan funding arrangement – TrustYes
2021-12-01Plan benefit arrangement - TrustYes
2020: CONTRACTORS AND EMPLOYEES 401(K) PLAN 2020 form 5500 responses
2020-12-01Type of plan entitySingle employer plan
2020-12-01Submission has been amendedYes
2020-12-01This submission is the final filingNo
2020-12-01This return/report is a short plan year return/report (less than 12 months)No
2020-12-01Plan is a collectively bargained planNo
2020-12-01Plan funding arrangement – TrustYes
2020-12-01Plan benefit arrangement - TrustYes
2019: CONTRACTORS AND EMPLOYEES 401(K) PLAN 2019 form 5500 responses
2019-12-01Type of plan entitySingle employer plan
2019-12-01Submission has been amendedNo
2019-12-01This submission is the final filingNo
2019-12-01This return/report is a short plan year return/report (less than 12 months)No
2019-12-01Plan is a collectively bargained planNo
2019-12-01Plan funding arrangement – TrustYes
2019-12-01Plan benefit arrangement - TrustYes
2018: CONTRACTORS AND EMPLOYEES 401(K) PLAN 2018 form 5500 responses
2018-12-01Type of plan entitySingle employer plan
2018-12-01Submission has been amendedNo
2018-12-01This submission is the final filingNo
2018-12-01This return/report is a short plan year return/report (less than 12 months)No
2018-12-01Plan is a collectively bargained planNo
2018-12-01Plan funding arrangement – TrustYes
2018-12-01Plan benefit arrangement - TrustYes
2017: CONTRACTORS AND EMPLOYEES 401(K) PLAN 2017 form 5500 responses
2017-12-01Type of plan entitySingle employer plan
2017-12-01Submission has been amendedYes
2017-12-01This submission is the final filingNo
2017-12-01This return/report is a short plan year return/report (less than 12 months)No
2017-12-01Plan is a collectively bargained planNo
2017-12-01Plan funding arrangement – TrustYes
2017-12-01Plan benefit arrangement - TrustYes
2016: CONTRACTORS AND EMPLOYEES 401(K) PLAN 2016 form 5500 responses
2016-12-01Type of plan entitySingle employer plan
2016-12-01Submission has been amendedNo
2016-12-01This submission is the final filingNo
2016-12-01This return/report is a short plan year return/report (less than 12 months)No
2016-12-01Plan is a collectively bargained planNo
2016-12-01Plan funding arrangement – TrustYes
2016-12-01Plan benefit arrangement - TrustYes

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