# # ?>
Logo

401k Plan overview

Plan NameHARRY C. CROOKER & SONS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

HARRY C. CROOKER & SONS, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CROOKER CONSTRUCTION, LLC has sponsored the creation of one or more 401k plans.

Company Name:CROOKER CONSTRUCTION, LLC
Employer identification number (EIN):010262313
NAIC Classification:237990
NAIC Description:Other Heavy and Civil Engineering Construction

Additional information about CROOKER CONSTRUCTION, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4132070

More information about CROOKER CONSTRUCTION, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HARRY C. CROOKER & SONS, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01CARL S GRAFFAM CARL S GRAFFAM2013-09-25
0012011-01-01CARL S GRAFFAM CARL S GRAFFAM2012-09-14
0012010-01-01CARL S GRAFFAM CARL S GRAFFAM2011-10-04
0012009-01-01CARL GRAFFAM

Plan Statistics for HARRY C. CROOKER & SONS, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for HARRY C. CROOKER & SONS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2017
Total participants, beginning-of-year2017-01-01189
Total number of active participants reported on line 7a of the Form 55002017-01-01227
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0130
Total of all active and inactive participants2017-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01257
Number of participants with account balances2017-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016
Total participants, beginning-of-year2016-01-01172
Total number of active participants reported on line 7a of the Form 55002016-01-01150
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0128
Total of all active and inactive participants2016-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01179
Number of participants with account balances2016-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015
Total participants, beginning-of-year2015-01-01139
Total number of active participants reported on line 7a of the Form 55002015-01-01118
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0119
Total of all active and inactive participants2015-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01138
Number of participants with account balances2015-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014
Total participants, beginning-of-year2014-01-01152
Total number of active participants reported on line 7a of the Form 55002014-01-01117
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0121
Total of all active and inactive participants2014-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01138
Number of participants with account balances2014-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013
Total participants, beginning-of-year2013-01-01155
Total number of active participants reported on line 7a of the Form 55002013-01-01126
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0119
Total of all active and inactive participants2013-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01146
Number of participants with account balances2013-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012
Total participants, beginning-of-year2012-01-01163
Total number of active participants reported on line 7a of the Form 55002012-01-01136
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01151
Number of participants with account balances2012-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011
Total participants, beginning-of-year2011-01-01161
Total number of active participants reported on line 7a of the Form 55002011-01-01130
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0124
Total of all active and inactive participants2011-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01154
Number of participants with account balances2011-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010
Total participants, beginning-of-year2010-01-01171
Total number of active participants reported on line 7a of the Form 55002010-01-01118
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0129
Total of all active and inactive participants2010-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-01150
Number of participants with account balances2010-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009
Total participants, beginning-of-year2009-01-01181
Total number of active participants reported on line 7a of the Form 55002009-01-01125
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0141
Total of all active and inactive participants2009-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01169
Number of participants with account balances2009-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on HARRY C. CROOKER & SONS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2017
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5,329
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,249,330
Total of all expenses incurred2017-12-31$376,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$371,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$802,562
Value of total assets at end of year2017-12-31$11,751,974
Value of total assets at beginning of year2017-12-31$9,874,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,930
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$594,866
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$594,866
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$409,685
Participant contributions at end of year2017-12-31$242
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$8,739
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$5,329
Other income not declared elsewhere2017-12-31$-6
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,872,593
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,746,645
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,874,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,034,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,193,710
Value of interest in common/collective trusts at end of year2017-12-31$716,871
Value of interest in common/collective trusts at beginning of year2017-12-31$680,342
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$851,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$384,138
Employer contributions (assets) at end of year2017-12-31$48
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$371,807
Contract administrator fees2017-12-31$4,930
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LAUREN COREY CONSULTING, LLC
Accountancy firm EIN2017-12-31472806175
2016
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,821,717
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$497,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$490,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,072,126
Value of total assets at end of year2016-12-31$9,874,052
Value of total assets at beginning of year2016-12-31$8,549,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,520
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$455,108
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$455,108
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$351,055
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$364,243
Other income not declared elsewhere2016-12-31$83
Administrative expenses (other) incurred2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,324,256
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,874,052
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,549,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,193,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,906,511
Value of interest in common/collective trusts at end of year2016-12-31$680,342
Value of interest in common/collective trusts at beginning of year2016-12-31$643,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$294,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$356,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$490,941
Contract administrator fees2016-12-31$6,520
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LAUREN COREY CONSULTING, LLC
Accountancy firm EIN2016-12-31472806175
2015
Total income from all sources (including contributions)2015-12-31$415,467
Total of all expenses incurred2015-12-31$640,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$633,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$468,690
Value of total assets at end of year2015-12-31$8,549,796
Value of total assets at beginning of year2015-12-31$8,775,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,485
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$551,849
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$551,849
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$238,656
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$57,957
Other income not declared elsewhere2015-12-31$68
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-225,259
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,549,796
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,775,055
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,906,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,154,844
Value of interest in common/collective trusts at end of year2015-12-31$643,285
Value of interest in common/collective trusts at beginning of year2015-12-31$620,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-605,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$172,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$633,241
Contract administrator fees2015-12-31$7,485
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LAUREN COREY CONSULTING, LLC
Accountancy firm EIN2015-12-31472806175
2014
Total income from all sources (including contributions)2014-12-31$915,472
Total of all expenses incurred2014-12-31$641,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$626,492
Value of total corrective distributions2014-12-31$7,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$469,185
Value of total assets at end of year2014-12-31$8,775,055
Value of total assets at beginning of year2014-12-31$8,501,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,910
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$574,348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$574,348
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$261,185
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$30,557
Other income not declared elsewhere2014-12-31$1,580
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$273,614
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,775,055
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,501,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,154,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,045,541
Value of interest in common/collective trusts at end of year2014-12-31$620,211
Value of interest in common/collective trusts at beginning of year2014-12-31$455,900
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-129,641
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$177,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$626,492
Contract administrator fees2014-12-31$7,910
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31LAUREN COREY CONSULTING, LLC
Accountancy firm EIN2014-12-31472806175
2013
Total income from all sources (including contributions)2013-12-31$1,854,480
Total of all expenses incurred2013-12-31$703,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$694,828
Value of total corrective distributions2013-12-31$1,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$407,372
Value of total assets at end of year2013-12-31$8,501,441
Value of total assets at beginning of year2013-12-31$7,350,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,870
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$440,019
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$440,019
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$197,730
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$50,472
Other income not declared elsewhere2013-12-31$39,852
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,150,625
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,501,441
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,350,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,045,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,102,253
Value of interest in common/collective trusts at end of year2013-12-31$455,900
Value of interest in common/collective trusts at beginning of year2013-12-31$248,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$967,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$159,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$694,828
Contract administrator fees2013-12-31$7,870
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MACPAGE LLC
Accountancy firm EIN2013-12-31010242373
2012
Total income from all sources (including contributions)2012-12-31$1,211,119
Total of all expenses incurred2012-12-31$499,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$491,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$420,457
Value of total assets at end of year2012-12-31$7,350,816
Value of total assets at beginning of year2012-12-31$6,638,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,490
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$192,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$192,070
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$207,585
Other income not declared elsewhere2012-12-31$1,398
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$711,960
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,350,816
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,638,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,102,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,678,446
Value of interest in common/collective trusts at end of year2012-12-31$248,563
Value of interest in common/collective trusts at beginning of year2012-12-31$960,410
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$596,315
Net investment gain or loss from common/collective trusts2012-12-31$879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$212,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$491,669
Contract administrator fees2012-12-31$7,490
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MACPAGE LLC
Accountancy firm EIN2012-12-31010242373
2011
Total income from all sources (including contributions)2011-12-31$211,040
Total of all expenses incurred2011-12-31$288,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$288,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$295,677
Value of total assets at end of year2011-12-31$6,638,856
Value of total assets at beginning of year2011-12-31$6,716,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$75
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$127,122
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$127,122
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$228,954
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,340
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-77,380
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,638,856
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,716,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,678,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,714,363
Value of interest in common/collective trusts at end of year2011-12-31$960,410
Value of interest in common/collective trusts at beginning of year2011-12-31$1,001,873
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-213,009
Net investment gain or loss from common/collective trusts2011-12-31$1,250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$65,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$288,345
Contract administrator fees2011-12-31$75
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MACDONALD PAGE & CO., LLC
Accountancy firm EIN2011-12-31010242373
2010
Total income from all sources (including contributions)2010-12-31$916,941
Total of all expenses incurred2010-12-31$514,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$514,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$274,938
Value of total assets at end of year2010-12-31$6,716,236
Value of total assets at beginning of year2010-12-31$6,314,175
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$118,379
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$118,379
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$213,466
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$402,061
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,716,236
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,314,175
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,714,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,268,776
Value of interest in common/collective trusts at end of year2010-12-31$1,001,873
Value of interest in common/collective trusts at beginning of year2010-12-31$1,045,399
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$518,814
Net investment gain or loss from common/collective trusts2010-12-31$4,810
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$61,472
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$514,880
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MACDONALD PAGE & CO., LLC
Accountancy firm EIN2010-12-31010242373

Form 5500 Responses

2017
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup