401k Plan data: MCCLURE & SONS, INC. 401(K) plan

MCCLURE & SONS, INC. 401(K) 401k Plan overview

Plan Name	MCCLURE & SONS, INC. 401(K)
Plan identification number	003

MCCLURE & SONS, INC. 401(K) Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

MCCLURE & SONS, INC. has sponsored the creation of one or more 401k plans.

Company Name: MCCLURE & SONS, INC.

Employer identification number (EIN): 911411013

NAIC Classification: 237990
NAIC Description: Other Heavy and Civil Engineering Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCCLURE & SONS, INC. 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 LES MCCLURE 2024-10-03 LES MCCLURE 2024-10-03
003 2022-01-01 LES MCCLURE 2023-09-22 LES MCCLURE 2023-09-22
003 2021-01-01 LES MCCLURE 2022-10-04 LES MCCLURE 2022-10-04
003 2020-01-01 LES MCCLURE 2021-10-01 LES MCCLURE 2021-10-01
003 2019-01-01
003 2018-01-01
003 2017-01-01
003 2016-01-01
003 2015-01-01
003 2014-01-01
003 2013-01-01
003 2012-01-01 LES MCCLURE 2013-06-18 LES MCCLURE 2013-06-18
003 2011-01-01 LES MCCLURE 2012-06-06 LES MCCLURE 2012-06-06
003 2010-01-01 JUDY MCCLURE 2011-06-09
003 2009-01-01 LES MCCLURE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01	LES MCCLURE	2024-10-03	LES MCCLURE	2024-10-03
003	2022-01-01	LES MCCLURE	2023-09-22	LES MCCLURE	2023-09-22
003	2021-01-01	LES MCCLURE	2022-10-04	LES MCCLURE	2022-10-04
003	2020-01-01	LES MCCLURE	2021-10-01	LES MCCLURE	2021-10-01
003	2019-01-01
003	2018-01-01
003	2017-01-01
003	2016-01-01
003	2015-01-01
003	2014-01-01
003	2013-01-01
003	2012-01-01	LES MCCLURE	2013-06-18	LES MCCLURE	2013-06-18
003	2011-01-01	LES MCCLURE	2012-06-06	LES MCCLURE	2012-06-06
003	2010-01-01	JUDY MCCLURE	2011-06-09
003	2009-01-01	LES MCCLURE

Plan Statistics for MCCLURE & SONS, INC. 401(K)

401k plan membership statisitcs for MCCLURE & SONS, INC. 401(K)

Measure Date Value
2023: MCCLURE & SONS, INC. 401(K) 2023 401k membership
Total participants, beginning-of-year 2023-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 47
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 58
Total of all active and inactive participants 2023-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 105
Number of participants with account balances 2023-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 1
2022: MCCLURE & SONS, INC. 401(K) 2022 401k membership
Total participants, beginning-of-year 2022-01-01 183
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 51
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 65
Total of all active and inactive participants 2022-01-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 116
Number of participants with account balances 2022-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 8
2021: MCCLURE & SONS, INC. 401(K) 2021 401k membership
Total participants, beginning-of-year 2021-01-01 217
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 104
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 74
Total of all active and inactive participants 2021-01-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 178
Number of participants with account balances 2021-01-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 6
2020: MCCLURE & SONS, INC. 401(K) 2020 401k membership
Total participants, beginning-of-year 2020-01-01 242
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 130
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 72
Total of all active and inactive participants 2020-01-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 202
Number of participants with account balances 2020-01-01 180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2009: MCCLURE & SONS, INC. 401(K) 2009 401k membership
Total participants, beginning-of-year 2009-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 13
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 6
Total of all active and inactive participants 2009-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 19
Number of participants with account balances 2009-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: MCCLURE & SONS, INC. 401(K) 2023 401k membership
Total participants, beginning-of-year	2023-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	47
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	58
Total of all active and inactive participants	2023-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	105
Number of participants with account balances	2023-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	1
2022: MCCLURE & SONS, INC. 401(K) 2022 401k membership
Total participants, beginning-of-year	2022-01-01	183
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	51
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	65
Total of all active and inactive participants	2022-01-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	116
Number of participants with account balances	2022-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	8
2021: MCCLURE & SONS, INC. 401(K) 2021 401k membership
Total participants, beginning-of-year	2021-01-01	217
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	104
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	74
Total of all active and inactive participants	2021-01-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	178
Number of participants with account balances	2021-01-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	6
2020: MCCLURE & SONS, INC. 401(K) 2020 401k membership
Total participants, beginning-of-year	2020-01-01	242
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	130
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	72
Total of all active and inactive participants	2020-01-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	202
Number of participants with account balances	2020-01-01	180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2009: MCCLURE & SONS, INC. 401(K) 2009 401k membership
Total participants, beginning-of-year	2009-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	13
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	6
Total of all active and inactive participants	2009-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	19
Number of participants with account balances	2009-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MCCLURE & SONS, INC. 401(K)

Measure	Date	Value
2023 : MCCLURE & SONS, INC. 401(K) 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$14
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$157
Total income from all sources (including contributions)	2023-12-31	$2,074,704
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$1,899,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$1,827,081
Expenses. Certain deemed distributions of participant loans	2023-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$648,888
Value of total assets at end of year	2023-12-31	$9,957,541
Value of total assets at beginning of year	2023-12-31	$9,782,627
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$72,566
Total interest from all sources	2023-12-31	$6,576
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$239,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$239,533
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$84,372
Participant contributions at end of year	2023-12-31	$111,705
Participant contributions at beginning of year	2023-12-31	$182,937
Participant contributions at end of year	2023-12-31	$0
Participant contributions at beginning of year	2023-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$2,075
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-12-31	$14
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-12-31	$157
Other income not declared elsewhere	2023-12-31	$0
Administrative expenses (other) incurred	2023-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$175,057
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$9,957,527
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$9,782,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$49,331
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$8,260,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$7,943,520
Interest on participant loans	2023-12-31	$6,576
Value of interest in common/collective trusts at end of year	2023-12-31	$681,887
Value of interest in common/collective trusts at beginning of year	2023-12-31	$876,663
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$855,005
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$718,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$941,629
Net investment gain/loss from pooled separate accounts	2023-12-31	$0
Net investment gain or loss from common/collective trusts	2023-12-31	$238,078
Net gain/loss from 103.12 investment entities	2023-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$562,441
Employer contributions (assets) at end of year	2023-12-31	$48,495
Employer contributions (assets) at beginning of year	2023-12-31	$61,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$1,827,081
Contract administrator fees	2023-12-31	$22,346
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2023-12-31	$0
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	DAHLIN ACCOUNTING AND CONSULTING
Accountancy firm EIN	2023-12-31	453652987
2022 : MCCLURE & SONS, INC. 401(K) 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$157
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$41,820
Total income from all sources (including contributions)	2022-12-31	$-1,225,831
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$5,016,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$4,914,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,221,021
Value of total assets at end of year	2022-12-31	$9,782,627
Value of total assets at beginning of year	2022-12-31	$16,066,139
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$101,558
Total interest from all sources	2022-12-31	$10,236
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$236,118
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$236,118
Administrative expenses professional fees incurred	2022-12-31	$7,215
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$775,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$87,100
Participant contributions at end of year	2022-12-31	$182,937
Participant contributions at beginning of year	2022-12-31	$239,025
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$1,732
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,287
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$157
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$41,820
Administrative expenses (other) incurred	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-6,241,849
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$9,782,470
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$16,024,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$71,608
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$7,943,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$13,391,550
Interest on participant loans	2022-12-31	$10,236
Value of interest in common/collective trusts at end of year	2022-12-31	$876,663
Value of interest in common/collective trusts at beginning of year	2022-12-31	$1,907,775
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$718,148
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$378,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,290,139
Net investment gain or loss from common/collective trusts	2022-12-31	$-403,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,132,634
Employer contributions (assets) at end of year	2022-12-31	$61,359
Employer contributions (assets) at beginning of year	2022-12-31	$147,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$4,914,460
Contract administrator fees	2022-12-31	$22,735
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	DAHLIN ACCOUNTING AND CONSULTING
Accountancy firm EIN	2022-12-31	453652987
2021 : MCCLURE & SONS, INC. 401(K) 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$41,820
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	$3,985,536
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,034,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,924,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,184,138
Value of total assets at end of year	2021-12-31	$16,066,139
Value of total assets at beginning of year	2021-12-31	$15,072,951
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$109,665
Total interest from all sources	2021-12-31	$9,505
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$326,398
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$326,398
Administrative expenses professional fees incurred	2021-12-31	$1,907
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$775,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$88,562
Participant contributions at end of year	2021-12-31	$239,025
Participant contributions at beginning of year	2021-12-31	$179,394
Participant contributions at end of year	2021-12-31	$1,732
Participant contributions at beginning of year	2021-12-31	$3,298
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$54,353
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$41,820
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$951,368
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$16,024,319
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$15,072,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$80,531
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$13,391,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$12,765,446
Interest on participant loans	2021-12-31	$9,505
Value of interest in common/collective trusts at end of year	2021-12-31	$1,907,775
Value of interest in common/collective trusts at beginning of year	2021-12-31	$1,648,210
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$378,901
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$285,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,047,303
Net investment gain or loss from common/collective trusts	2021-12-31	$418,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$2,041,223
Employer contributions (assets) at end of year	2021-12-31	$147,156
Employer contributions (assets) at beginning of year	2021-12-31	$191,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,924,503
Contract administrator fees	2021-12-31	$27,227
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	DAHLIN ACCOUNTING AND CONSULTING
Accountancy firm EIN	2021-12-31	453652987
2020 : MCCLURE & SONS, INC. 401(K) 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$11,278,941
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	$4,402
Total income from all sources (including contributions)	2020-12-31	$4,255,743
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,225,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,165,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,642,693
Value of total assets at end of year	2020-12-31	$15,072,951
Value of total assets at beginning of year	2020-12-31	$1,768,125
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$60,421
Total interest from all sources	2020-12-31	$3,564
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$318,815
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$318,815
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$775,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$87,855
Participant contributions at end of year	2020-12-31	$179,394
Participant contributions at end of year	2020-12-31	$3,298
Participant contributions at beginning of year	2020-12-31	$6,237
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$4,402
Administrative expenses (other) incurred	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,030,287
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$15,072,951
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,763,723
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$60,240
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$12,765,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$440,292
Interest on participant loans	2020-12-31	$3,564
Value of interest in common/collective trusts at end of year	2020-12-31	$1,648,210
Value of interest in common/collective trusts at beginning of year	2020-12-31	$1,319,436
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$285,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$896,408
Net investment gain or loss from common/collective trusts	2020-12-31	$394,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$2,554,838
Employer contributions (assets) at end of year	2020-12-31	$191,035
Employer contributions (assets) at beginning of year	2020-12-31	$2,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,165,035
Contract administrator fees	2020-12-31	$181
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	DAHLIN ACCOUNTING AND CONSULTING
Accountancy firm EIN	2020-12-31	453652987

Form 5500 Responses for MCCLURE & SONS, INC. 401(K)

2023: MCCLURE & SONS, INC. 401(K) 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: MCCLURE & SONS, INC. 401(K) 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MCCLURE & SONS, INC. 401(K) 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MCCLURE & SONS, INC. 401(K) 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2009: MCCLURE & SONS, INC. 401(K) 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

507846-01

Policy instance

Insurance contract or identification number	507846-01
Number of Individuals Covered	44
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

507846-01

Policy instance

Insurance contract or identification number	507846-01
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

507846-01

Policy instance

Insurance contract or identification number	507846-01
Number of Individuals Covered	33
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

507846-01

Policy instance

Insurance contract or identification number	507846-01
Number of Individuals Covered	26
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

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Company Name:	MCCLURE & SONS, INC.
Employer identification number (EIN):	911411013
NAIC Classification:	237990
NAIC Description:	Other Heavy and Civil Engineering Construction